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Lennar Corp

LEN
Exchange
NYSE
Industry
General Bldg Contractors - Residential Bldgs
SEC CIK
0000920760

In the last 90 days, Lennar Corp insiders filed 2 open-market purchases and 0 sales; 938 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, Q1 2024

Institutional positions in Lennar Corp as of Mar 31, 2024. 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
1,021
+83 vs. Q4 2023
Shares held
223.6M
−3.83M (−1.7%) vs. Q4 2023
Total value
$38.4B
+$4.52B (+13.3%) vs. Q4 2023
New holders
150
348 more added
Sold out
67
378 more reduced

12 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,021 institutions
Q1 2021: 732 institutionsQ2 2021: 759 institutionsQ3 2021: 749 institutionsQ4 2021: 821 institutionsQ1 2022: 765 institutionsQ2 2022: 727 institutionsQ3 2022: 703 institutionsQ4 2022: 764 institutionsQ1 2023: 789 institutionsQ2 2023: 864 institutionsQ3 2023: 875 institutionsQ4 2023: 950 institutionsQ1 2024: 1,021 institutionsQ2 2024: 981 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,021 institutionsQ1 2025: 968 institutionsQ2 2025: 939 institutionsQ3 2025: 983 institutionsQ4 2025: 968 institutionsQ1 2026: 939 institutionsQ2 2026: 938 institutions
Value heldQ1 2024: $38.4B
Q1 2021: $26.2BQ2 2021: $25.5BQ3 2021: $23.6BQ4 2021: $28.1BQ1 2022: $19.2BQ2 2022: $16.8BQ3 2022: $18.2BQ4 2022: $21.8BQ1 2023: $25.1BQ2 2023: $29.1BQ3 2023: $25.7BQ4 2023: $33.9BQ1 2024: $38.4BQ2 2024: $33.6BQ3 2024: $41.0BQ4 2024: $30.1BQ1 2025: $25.5BQ2 2025: $24.9BQ3 2025: $27.0BQ4 2025: $21.1BQ1 2026: $17.8BQ2 2026: $19.3B
Institutions holding LEN and their total value by quarter
QuarterHoldersValue
Q2 2026938$19.3B
Q1 2026939$17.8B
Q4 2025968$21.1B
Q3 2025983$27.0B
Q2 2025939$24.9B
Q1 2025968$25.5B
Q4 20241,021$30.1B
Q3 20241,055$41.0B
Q2 2024981$33.6B
Q1 20241,021$38.4B
Q4 2023950$33.9B
Q3 2023875$25.7B
Q2 2023864$29.1B
Q1 2023789$25.1B
Q4 2022764$21.8B
Q3 2022703$18.2B
Q2 2022727$16.8B
Q1 2022765$19.2B
Q4 2021821$28.1B
Q3 2021749$23.6B
Q2 2021759$25.5B
Q1 2021732$26.2B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q4 2023.

Institutions holding LEN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc26,981,605$4.64B0.09%−387,357−1.4%Reduced
BlackRock Inc.22,616,677$3.89B0.09%+692,321+3.2%Added
State Street Corp11,577,958$1.99B0.09%−226,930−1.9%Reduced
FMR LLC11,511,881$1.98B0.13%+424,727+3.8%Added
Wellington Management Group LLP11,206,851$1.93B0.34%+269,965+2.5%Added
Aristotle Capital Management, LLC10,430,308$1.79B3.33%−368,693−3.4%Reduced
Greenhaven Associates IncSuperinvestorGreenhaven Associates8,933,457$1.54B14.15%−109,254−1.2%Reduced
Manufacturers Life Insurance Company, The6,371,776$1.10B1.01%−16,859−0.3%Reduced
Geode Capital Management, LLC5,706,307$978.7M0.09%+78,969+1.4%Added
Capital World Investors4,456,648$766.5M0.13%−1,453,365−24.6%Reduced
Morgan Stanley3,330,252$572.7M0.05%−284,445−7.9%Reduced
Dimensional Fund Advisors LP3,172,962$545.7M0.15%−201,178−6.0%Reduced
Norges Bank2,858,071$491.5M0.08%+96,155+3.5%Added
Bank of America Corp2,716,504$467.2M0.05%−137,895−4.8%Reduced
Invesco Ltd.2,656,964$456.9M0.10%+462,217+21.1%Added
Northern Trust Corp2,640,953$454.2M0.08%−118,640−4.3%Reduced
Principal Financial Group Inc2,636,554$453.4M0.27%+382,369+17.0%Added
Pacer Advisors, Inc.2,624,905$451.4M1.04%−56,328−2.1%Reduced
Smead Capital Management, Inc.2,441,883$420.0M6.55%−269,937−10.0%Reduced
Arrowstreet Capital, Limited Partnership2,426,485$417.3M0.39%+405,619+20.1%Added
Ameriprise Financial Inc2,171,216$373.4M0.10%−28,859−1.3%Reduced
Goldman Sachs Group Inc2,147,212$369.3M0.08%−93,097−4.2%Reduced
Neuberger Berman Group LLC1,952,991$335.9M0.28%+26,404+1.4%Added
Nordea Investment Management AB1,760,729$303.6M0.36%+60,713+3.6%Added
JPMorgan Chase & Co1,735,553$298.5M0.03%−88,471−4.9%Reduced
Bank of New York Mellon Corp1,677,234$288.5M0.06%−82,139−4.7%Reduced
Marshall Wace, LLP1,663,988$286.2M0.47%+1,196,591+256.0%Added
First Trust Advisors LP1,618,779$278.4M0.28%+70,909+4.6%Added
Legal & General Group Plc1,587,859$273.1M0.08%−27,754−1.7%Reduced
Charles Schwab Investment Management Inc1,555,472$267.5M0.06%+5,101+0.3%Added
AQR Capital Management LLC1,396,903$239.9M0.41%−287,581−17.1%Reduced
Caisse de Depot Et Placement du Quebec1,256,615$216.1M0.52%+211,086+20.2%Added
ACR Alpine Capital Research, LLC1,130,775$194.5M5.90%−459,323−28.9%Reduced
UBS Asset Management Americas Inc1,025,889$176.4M0.06%−39,183−3.7%Reduced
Brave Warrior Advisors, LLC1,014,441$174.5M3.65%+442,874+77.5%Added
Wells Fargo & Company928,227$159.6M0.04%+116,739+14.4%Added
Amundi981,230$157.7M0.07%−411,159−29.5%Reduced
Barclays PLC867,495$149.2M0.07%−31,216−3.5%Reduced
Royal Bank of Canada845,249$145.4M0.04%−192,532−18.6%Reduced
LSV Asset Management827,089$142.2M0.29%−11,615−1.4%Reduced
Man Group plc818,523$140.8M0.38%−265,221−24.5%Reduced
HSBC Holdings PLC817,769$140.6M0.10%+78,419+10.6%Added
Los Angeles Capital Management LLC797,857$137.2M0.47%−131,249−14.1%Reduced
Allianz Asset Management GmbH792,119$136.2M0.23%−13,857−1.7%Reduced
Envestnet Asset Management Inc756,737$130.1M0.05%−55,548−6.8%Reduced
Swiss National Bank749,072$128.8M0.09%−33,100−4.2%Reduced
Sumitomo Mitsui Trust Holdings, Inc.711,820$122.4M0.08%−4,144−0.6%Reduced
Nuveen Asset Management, LLC703,486$121.0M0.04%−8,101−1.1%Reduced
Russell Investments Group, Ltd.699,451$120.2M0.19%+231,354+49.4%Added
D. E. Shaw & Co., Inc.680,271$117.0M0.15%+161,223+31.1%Added
Bamco Inc648,867$111.6M0.30%+23,483+3.8%Added
Rhumbline Advisers615,346$105.8M0.10%+96,112+18.5%Added
Robeco Institutional Asset Management B.V.611,692$105.2M0.23%−151,695−19.9%Reduced
UBS Group AG590,483$101.6M0.03%+109,172+22.7%Added
Jacobs Levy Equity Management, Inc575,003$98.9M0.44%+351,698+157.5%Added
Eminence Capital, LP572,052$98.4M1.80%−40,246−6.6%Reduced
Millennium Management LLC530,878$91.3M0.08%−656,441−55.3%Reduced
TCW Group Inc526,653$90.6M0.92%−27,513−5.0%Reduced
SEI Investments Co525,170$90.3M0.13%−355−0.1%Reduced
Prudential Financial Inc495,516$85.2M0.12%−146,904−22.9%Reduced
Alyeska Investment Group, L.P.477,490$82.1M0.51%−92,933−16.3%Reduced
Deutsche Bank AG468,634$80.6M0.04%+4,164+0.9%Added
California Public Employees Retirement System467,928$80.5M0.06%−17,483−3.6%Reduced
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners457,553$78.7M1.20%+457,553New
Qube Research & Technologies Ltd454,717$78.2M0.14%−477,274−51.2%Reduced
Adage Capital Partners GP, L.L.C.444,417$76.4M0.14%−198,600−30.9%Reduced
Candlestick Capital Management LP432,970$74.5M2.45%+110,431+34.2%Added
Credit Suisse AG431,909$74.3M0.07%−78,316−15.3%Reduced
BNP Paribas Arbitrage, SA424,756$73.0M0.09%+104,071+32.5%Added
Pictet Asset Management Holding SA423,997$72.9M0.08%−15,310−3.5%Reduced
Victory Capital Management Inc412,660$71.0M0.07%+35,063+9.3%Added
Sound Shore Management Inc411,279$70.7M2.21%+14,300+3.6%Added
Bridgewater Associates, LP407,102$70.0M0.35%+48,586+13.6%Added
Basswood Capital Management, L.L.C.405,933$69.8M4.08%00.0%Unchanged
California State Teachers Retirement System400,310$68.8M0.09%+1,853+0.5%Added
National Pension Service382,329$65.8M0.08%−15,551−3.9%Reduced
Zurich Insurance Group Ltd359,387$61.8M0.56%+359,387New
Jennison Associates LLC351,138$60.4M0.04%−3,573−1.0%Reduced
Price T Rowe Associates Inc350,987$60.4M0.01%+6,136+1.8%Added
Alliancebernstein L.P.346,022$59.5M0.02%+7,053+2.1%Added
Korea Investment CORP331,302$57.0M0.14%+157,208+90.3%Added
Southpoint Capital Advisors LP320,000$55.0M1.09%00.0%Unchanged
Acadian Asset Management LLC315,469$54.2M0.19%−215,881−40.6%Reduced
Bank of Montreal313,942$54.1M0.03%−402,782−56.2%Reduced
Mitsubishi UFJ Trust & Banking Corp315,511$53.5M0.12%−4,679−1.5%Reduced
Assetmark, Inc303,249$52.2M0.17%−1,096−0.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.299,856$51.6M0.07%+48,554+19.3%Added
Raymond James & Associates299,369$51.5M0.03%+13,338+4.7%Added
Citigroup Inc295,289$50.8M0.06%+64,649+28.0%Added
Salem Investment Counselors Inc273,918$47.1M1.55%+2,515+0.9%Added
New York State Teachers Retirement System270,685$46.6M0.10%−8,140−2.9%Reduced
Wedge Capital Management L L P269,400$46.3M0.75%−56,396−17.3%Reduced
Oppenheimer Asset Management Inc.261,548$45.0M0.66%−143,712−35.5%Reduced
Schonfeld Strategic Advisors LLC247,070$42.5M0.33%−31,453−11.3%Reduced
Select Equity Group, L.P.234,584$40.3M0.15%−174,810−42.7%Reduced
American Century Companies Inc231,871$39.9M0.03%+16,054+7.4%Added
QRG Capital Management, Inc.230,345$39.6M0.50%+9,283+4.2%Added
Franklin Resources Inc221,655$38.1M0.01%+15,997+7.8%Added
Great West Life Assurance Co219,466$37.8M0.08%−17,961−7.6%Reduced
Edgemoor Investment Advisors, Inc.211,424$36.4M3.44%+1,641+0.8%Added