Lennar Corp
LEN- Exchange
- NYSE
- Industry
- General Bldg Contractors - Residential Bldgs
- SEC CIK
- 0000920760
In the last 90 days, Lennar Corp insiders filed 3 open-market purchases and 0 sales; 939 institutions reported holding it in 13F filings for Q2 2026, worth $19.3B in total; superinvestors Berkshire Hathaway and Greenhaven Associates hold it.
Other share classesLEN.B
13F holders, Q4 2023
Institutional positions in Lennar Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 950
- +85 vs. Q3 2023
- Shares held
- 227.7M
- +62.9K (0.0%) vs. Q3 2023
- Total value
- $33.9B
- +$8.24B (+32.1%) vs. Q3 2023
- New holders
- 163
- 295 more added
- Sold out
- 78
- 366 more reduced
10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LEN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 939 | $19.3B |
| Q1 2026 | 939 | $17.8B |
| Q4 2025 | 968 | $21.1B |
| Q3 2025 | 983 | $27.0B |
| Q2 2025 | 939 | $24.9B |
| Q1 2025 | 968 | $25.5B |
| Q4 2024 | 1,021 | $30.1B |
| Q3 2024 | 1,055 | $41.0B |
| Q2 2024 | 981 | $33.6B |
| Q1 2024 | 1,021 | $38.4B |
| Q4 2023 | 950 | $33.9B |
| Q3 2023 | 875 | $25.7B |
| Q2 2023 | 864 | $29.1B |
| Q1 2023 | 789 | $25.1B |
| Q4 2022 | 764 | $21.8B |
| Q3 2022 | 703 | $18.2B |
| Q2 2022 | 727 | $16.8B |
| Q1 2022 | 765 | $19.2B |
| Q4 2021 | 821 | $28.1B |
| Q3 2021 | 749 | $23.6B |
| Q2 2021 | 759 | $25.5B |
| Q1 2021 | 732 | $26.2B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 237,427 | $35.2M | 0.08% | −65,602−21.6% | Reduced |
| Citigroup Inc | 230,640 | $34.4M | 0.05% | +40,927+21.6% | Added |
| Walleye Trading LLC | 226,749 | $33.8M | 0.51% | +191,575+544.6% | Added |
| Twin Tree Management, LP | 224,208 | $33.4M | 0.60% | +205,655+1,108.5% | Added |
| Jacobs Levy Equity Management, Inc | 223,305 | $33.3M | 0.17% | −498−0.2% | Reduced |
| QRG Capital Management, Inc. | 221,062 | $32.9M | 0.49% | +5,718+2.7% | Added |
| American Century Companies Inc | 215,817 | $32.2M | 0.02% | −7,237−3.2% | Reduced |
| SG Americas Securities, LLC | 211,010 | $31.4M | 0.35% | +154,407+272.8% | Added |
| Edgemoor Investment Advisors, Inc. | 209,783 | $31.3M | 3.27% | −2,410−1.1% | Reduced |
| New York State Common Retirement Fund | 208,707 | $31.1M | 0.04% | −26,156−11.1% | Reduced |
| Cannell Peter B & Co Inc | 206,023 | $30.7M | 0.97% | −19,960−8.8% | Reduced |
| Franklin Resources Inc | 205,658 | $30.7M | 0.01% | −6,359−3.0% | Reduced |
| TD Asset Management Inc | 201,548 | $30.0M | 0.03% | +26,705+15.3% | Added |
| Rafferty Asset Management, LLC | 201,293 | $30.0M | 0.13% | +31,314+18.4% | Added |
| Lazard Asset Management LLC | 200,842 | $29.9M | 0.04% | +34,053+20.4% | Added |
| Mercer Global Advisors Inc | 199,035 | $29.7M | 0.09% | +8,142+4.3% | Added |
| State of Tennessee, Treasury Department | 197,112 | $29.4M | 0.12% | +73,369+59.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 196,769 | $29.3M | 0.09% | +188,868+2,390.4% | Added |
| Janus Henderson Group PLC | 190,402 | $28.4M | 0.02% | −66,438−25.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 186,246 | $27.8M | 0.33% | +942+0.5% | Added |
| Toronto Dominion Bank | 185,581 | $27.7M | 0.04% | −9,663−4.9% | Reduced |
| Marsico Capital Management LLC | 184,183 | $27.5M | 1.07% | +101,695+123.3% | Added |
| Carlson Capital L P | 182,966 | $27.3M | 2.18% | −7,366−3.9% | Reduced |
| Ensign Peak Advisors, Inc | 181,176 | $27.0M | 0.05% | 00.0% | Unchanged |
| HRT Financial LP | 180,443 | $26.9M | 0.20% | +180,443 | New |
| State of Wisconsin Investment Board | 174,943 | $26.1M | 0.07% | −33,017−15.9% | Reduced |
| Korea Investment CORP | 174,094 | $25.9M | 0.07% | −62,369−26.4% | Reduced |
| Brandywine Global Investment Management, LLC | 172,114 | $25.7M | 0.21% | −9,067−5.0% | Reduced |
| Cubist Systematic Strategies, LLC | 171,206 | $25.5M | 0.32% | +171,206 | New |
| Teacher Retirement System of Texas | 168,568 | $25.1M | 0.17% | −82,018−32.7% | Reduced |
| Natixis Advisors, L.P. | 166,238 | $24.8M | 0.07% | +7,833+4.9% | Added |
| Swedbank AB | 164,155 | $24.5M | 0.04% | −69,080−29.6% | Reduced |
| Storebrand Asset Management AS | 162,918 | $24.3M | 0.09% | +23,865+17.2% | Added |
| Public Employees Retirement System of Ohio | 152,965 | $22.8M | 0.09% | −1,944−1.3% | Reduced |
| Pinebridge Investments, L.P. | 148,641 | $22.2M | 0.21% | −1,465−1.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 146,245 | $21.8M | 0.10% | −30,069−17.1% | Reduced |
| State of New Jersey Common Pension Fund D | 145,009 | $21.6M | 0.07% | 00.0% | Unchanged |
| Schroder Investment Management Group | 142,222 | $21.2M | 0.03% | +38,944+37.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 139,742 | $20.8M | 0.07% | −2,209−1.6% | Reduced |
| Factory Mutual Insurance Co | 139,500 | $20.8M | 0.26% | 00.0% | Unchanged |
| STRS Ohio | 134,991 | $20.1M | 0.08% | +25,332+23.1% | Added |
| Standard Life Aberdeen plc | 131,442 | $19.6M | 0.04% | +49,348+60.1% | Added |
| Jane Street Group, LLC | 131,367 | $19.6M | 0.02% | +37,070+39.3% | Added |
| Susquehanna International Group, LLP | 131,237 | $19.6M | 0.03% | −13,919−9.6% | Reduced |
| Pacific Heights Asset Management LLC | 130,000 | $19.4M | 1.66% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 129,748 | $19.3M | 0.24% | +112,229+640.6% | Added |
| Capital Fund Management S.A. | 127,253 | $19.0M | 0.24% | −68,150−34.9% | Reduced |
| AXA S.A. | 125,703 | $18.7M | 0.06% | −24,074−16.1% | Reduced |
| Treasurer of the State of North Carolina | 123,993 | $18.5M | 0.09% | −429−0.3% | Reduced |
| Truist Financial Corp | 122,287 | $18.2M | 0.03% | −4,817−3.8% | Reduced |
| LPL Financial LLC | 122,175 | $18.2M | 0.01% | +12,122+11.0% | Added |
| Atria Investments LLC | 117,794 | $17.5M | 0.27% | +10,268+9.5% | Added |
| Achmea Investment Management B.V. | 116,415 | $17.4M | 0.36% | −18,043−13.4% | Reduced |
| ING Groep NV | 113,247 | $16.9M | 0.14% | +81,545+257.2% | Added |
| Point72 Hong Kong Ltd | 109,996 | $16.4M | 1.01% | +109,996 | New |
| Asset Management One Co.,Ltd. | 109,022 | $16.3M | 0.07% | −1,644−1.5% | Reduced |
| JGP Wealth Management, LLC | 107,659 | $16.0M | 2.38% | −699−0.6% | Reduced |
| Meeder Asset Management Inc | 107,645 | $16.0M | 1.25% | −35,502−24.8% | Reduced |
| Horiko Capital Management LLC | 106,365 | $15.9M | 5.69% | +32,892+44.8% | Added |
| Fisher Asset Management, LLC | 105,922 | $15.8M | 0.01% | +1,426+1.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 104,578 | $15.6M | 0.09% | −1,944−1.8% | Reduced |
| Abn Amro Investment Solutions | 104,494 | $15.6M | 0.27% | −20,800−16.6% | Reduced |
| Sapient Capital LLC | 104,340 | $15.6M | 0.40% | +104,340 | New |
| Illinois Municipal Retirement Fund | 99,127 | $14.8M | 0.25% | +316+0.3% | Added |
| Royal London Asset Management Ltd | 96,572 | $14.4M | 0.04% | +736+0.8% | Added |
| Montgomery Investment Management Inc | 95,863 | $14.3M | 4.39% | −71−0.1% | Reduced |
| Oregon Public Employees Retirement Fund | 94,126 | $14.0M | 0.25% | −56,558−37.5% | Reduced |
| Nomura Asset Management Co Ltd | 92,230 | $13.7M | 0.06% | +1,454+1.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 91,199 | $13.6M | 0.04% | −13,599−13.0% | Reduced |
| State of Michigan Retirement System | 91,015 | $13.6M | 0.08% | 00.0% | Unchanged |
| Shelton Capital Management | 90,280 | $13.5M | 0.43% | +52,948+141.8% | Added |
| Mark Asset Management LP | 89,513 | $13.3M | 2.17% | −383−0.4% | Reduced |
| Stifel Financial Corp | 88,857 | $13.2M | 0.02% | −8,790−9.0% | Reduced |
| Foundry Partners, LLC | 88,438 | $13.2M | 0.79% | −10,940−11.0% | Reduced |
| CBOE Vest Financial, LLC | 88,200 | $13.1M | 0.49% | +8,063+10.1% | Added |
| Cullen/Frost Bankers, Inc. | 86,973 | $13.0M | 0.20% | +2,263+2.7% | Added |
| Voya Investment Management LLC | 86,442 | $12.9M | 0.01% | −9,103−9.5% | Reduced |
| American Assets Investment Management, LLC | 86,370 | $12.9M | 1.33% | 00.0% | Unchanged |
| M&T Bank Corp | 86,345 | $12.9M | 0.05% | −1,807−2.0% | Reduced |
| Mackenzie Financial Corp | 86,024 | $12.8M | 0.02% | +44,172+105.5% | Added |
| Smith Group Asset Management, LLC | 85,300 | $12.7M | 0.74% | +85,300 | New |
| Nisa Investment Advisors, LLC | 85,252 | $12.7M | 0.09% | −13,672−13.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 84,451 | $12.6M | 0.17% | −12,513−12.9% | Reduced |
| Mariner, LLC | 84,435 | $12.6M | 0.03% | +12,239+17.0% | Added |
| Tower Bridge Advisors | 81,533 | $12.2M | 1.05% | −4,972−5.7% | Reduced |
| Janney Montgomery Scott LLC | 81,010 | $12.1M | 0.04% | +1,955+2.5% | Added |
| National Bank of Canada | 81,842 | $12.1M | 0.02% | −4,305−5.0% | Reduced |
| Handelsbanken Fonder AB | 80,790 | $12.0M | 0.06% | +14,246+21.4% | Added |
| Advisor Group Holdings, Inc. | 80,564 | $12.0M | 0.02% | −33,598−29.4% | Reduced |
| Miller Investment Management, LP | 79,178 | $11.8M | 1.68% | −678−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 79,177 | $11.7M | 0.02% | −9,260−10.5% | Reduced |
| Carmel Capital Partners, LLC | 75,996 | $11.3M | 5.78% | −6,500−7.9% | Reduced |
| Moran Wealth Management, LLC | 75,640 | $11.3M | 0.40% | −13,793−15.4% | Reduced |
| PGGM Investments | 75,393 | $11.2M | 0.17% | −13,479−15.2% | Reduced |
| Scopus Asset Management, L.P. | 75,000 | $11.2M | 0.47% | +75,000 | New |
| Amalgamated Bank | 73,589 | $11.0M | 0.09% | −8,133−10.0% | Reduced |
| Squarepoint Ops LLC | 72,124 | $10.7M | 0.04% | −16,940−19.0% | Reduced |
| Lyell Wealth Management, LP | 71,476 | $10.7M | 1.21% | +1,953+2.8% | Added |
| ClariVest Asset Management LLC | 71,095 | $10.6M | 0.59% | −13,494−16.0% | Reduced |
| American International Group, Inc. | 69,766 | $10.4M | 0.04% | +442+0.6% | Added |