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, 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Asset Management Inc | 166,337 | $28.6M | 0.03% | −35,211−17.5% | Reduced |
| Janus Henderson Group PLC | 166,572 | $28.6M | 0.02% | −23,830−12.5% | Reduced |
| Swedbank AB | 168,610 | $29.0M | 0.04% | +4,455+2.7% | Added |
| Brandywine Global Investment Management, LLC | 171,794 | $29.5M | 0.21% | −320−0.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 176,168 | $29.8M | 0.34% | −10,078−5.4% | Reduced |
| Natixis Advisors, L.P. | 174,698 | $30.0M | 0.07% | +8,460+5.1% | Added |
| Jane Street Group, LLC | 178,662 | $30.7M | 0.04% | +47,295+36.0% | Added |
| Ensign Peak Advisors, Inc | 181,176 | $31.2M | 0.06% | 00.0% | Unchanged |
| Marsico Capital Management LLC | 184,183 | $31.7M | 1.04% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 185,290 | $31.9M | 0.12% | −16,003−8.0% | Reduced |
| Balyasny Asset Management LLC | 185,434 | $31.9M | 0.08% | −736,862−79.9% | Reduced |
| Winton Group Ltd | 187,440 | $32.2M | 2.28% | +184,310+5,888.5% | Added |
| New York State Common Retirement Fund | 187,914 | $32.3M | 0.04% | −20,793−10.0% | Reduced |
| State Board of Administration of Florida Retirement System | 310,533 | $32.6M | 0.08% | +43,679+16.4% | Added |
| Lazard Asset Management LLC | 195,734 | $33.7M | 0.04% | −5,108−2.5% | Reduced |
| Spears Abacus Advisors LLC | 196,325 | $33.8M | 0.70% | +196,325 | New |
| Meeder Asset Management Inc | 199,957 | $34.4M | 2.17% | +92,312+85.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 201,644 | $34.7M | 0.09% | +4,875+2.5% | Added |
| Mercer Global Advisors Inc | 201,982 | $34.7M | 0.10% | +2,947+1.5% | Added |
| Maplelane Capital, LLC | 202,000 | $34.7M | 2.35% | +202,000 | New |
| Allspring Global Investments Holdings, LLC | 207,208 | $35.6M | 0.06% | −35,902−14.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 211,424 | $36.4M | 3.44% | +1,641+0.8% | Added |
| Great West Life Assurance Co | 219,466 | $37.8M | 0.08% | −17,961−7.6% | Reduced |
| Franklin Resources Inc | 221,655 | $38.1M | 0.01% | +15,997+7.8% | Added |
| QRG Capital Management, Inc. | 230,345 | $39.6M | 0.50% | +9,283+4.2% | Added |
| American Century Companies Inc | 231,871 | $39.9M | 0.03% | +16,054+7.4% | Added |
| Select Equity Group, L.P. | 234,584 | $40.3M | 0.15% | −174,810−42.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 247,070 | $42.5M | 0.33% | −31,453−11.3% | Reduced |
| Oppenheimer Asset Management Inc. | 261,548 | $45.0M | 0.66% | −143,712−35.5% | Reduced |
| Wedge Capital Management L L P | 269,400 | $46.3M | 0.75% | −56,396−17.3% | Reduced |
| New York State Teachers Retirement System | 270,685 | $46.6M | 0.10% | −8,140−2.9% | Reduced |
| Salem Investment Counselors Inc | 273,918 | $47.1M | 1.55% | +2,515+0.9% | Added |
| Citigroup Inc | 295,289 | $50.8M | 0.06% | +64,649+28.0% | Added |
| Raymond James & Associates | 299,369 | $51.5M | 0.03% | +13,338+4.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 299,856 | $51.6M | 0.07% | +48,554+19.3% | Added |
| Assetmark, Inc | 303,249 | $52.2M | 0.17% | −1,096−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 315,511 | $53.5M | 0.12% | −4,679−1.5% | Reduced |
| Bank of Montreal | 313,942 | $54.1M | 0.03% | −402,782−56.2% | Reduced |
| Acadian Asset Management LLC | 315,469 | $54.2M | 0.19% | −215,881−40.6% | Reduced |
| Southpoint Capital Advisors LP | 320,000 | $55.0M | 1.09% | 00.0% | Unchanged |
| Korea Investment CORP | 331,302 | $57.0M | 0.14% | +157,208+90.3% | Added |
| Alliancebernstein L.P. | 346,022 | $59.5M | 0.02% | +7,053+2.1% | Added |
| Price T Rowe Associates Inc | 350,987 | $60.4M | 0.01% | +6,136+1.8% | Added |
| Jennison Associates LLC | 351,138 | $60.4M | 0.04% | −3,573−1.0% | Reduced |
| Zurich Insurance Group Ltd | 359,387 | $61.8M | 0.56% | +359,387 | New |
| National Pension Service | 382,329 | $65.8M | 0.08% | −15,551−3.9% | Reduced |
| California State Teachers Retirement System | 400,310 | $68.8M | 0.09% | +1,853+0.5% | Added |
| Basswood Capital Management, L.L.C. | 405,933 | $69.8M | 4.08% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 407,102 | $70.0M | 0.35% | +48,586+13.6% | Added |
| Sound Shore Management Inc | 411,279 | $70.7M | 2.21% | +14,300+3.6% | Added |
| Victory Capital Management Inc | 412,660 | $71.0M | 0.07% | +35,063+9.3% | Added |
| Pictet Asset Management Holding SA | 423,997 | $72.9M | 0.08% | −15,310−3.5% | Reduced |
| BNP Paribas Arbitrage, SA | 424,756 | $73.0M | 0.09% | +104,071+32.5% | Added |
| Credit Suisse AG | 431,909 | $74.3M | 0.07% | −78,316−15.3% | Reduced |
| Candlestick Capital Management LP | 432,970 | $74.5M | 2.45% | +110,431+34.2% | Added |
| Adage Capital Partners GP, L.L.C. | 444,417 | $76.4M | 0.14% | −198,600−30.9% | Reduced |
| Qube Research & Technologies Ltd | 454,717 | $78.2M | 0.14% | −477,274−51.2% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 457,553 | $78.7M | 1.20% | +457,553 | New |
| California Public Employees Retirement System | 467,928 | $80.5M | 0.06% | −17,483−3.6% | Reduced |
| Deutsche Bank AG | 468,634 | $80.6M | 0.04% | +4,164+0.9% | Added |
| Alyeska Investment Group, L.P. | 477,490 | $82.1M | 0.51% | −92,933−16.3% | Reduced |
| Prudential Financial Inc | 495,516 | $85.2M | 0.12% | −146,904−22.9% | Reduced |
| SEI Investments Co | 525,170 | $90.3M | 0.13% | −355−0.1% | Reduced |
| TCW Group Inc | 526,653 | $90.6M | 0.92% | −27,513−5.0% | Reduced |
| Millennium Management LLC | 530,878 | $91.3M | 0.08% | −656,441−55.3% | Reduced |
| Eminence Capital, LP | 572,052 | $98.4M | 1.80% | −40,246−6.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 575,003 | $98.9M | 0.44% | +351,698+157.5% | Added |
| UBS Group AG | 590,483 | $101.6M | 0.03% | +109,172+22.7% | Added |
| Robeco Institutional Asset Management B.V. | 611,692 | $105.2M | 0.23% | −151,695−19.9% | Reduced |
| Rhumbline Advisers | 615,346 | $105.8M | 0.10% | +96,112+18.5% | Added |
| Bamco Inc | 648,867 | $111.6M | 0.30% | +23,483+3.8% | Added |
| D. E. Shaw & Co., Inc. | 680,271 | $117.0M | 0.15% | +161,223+31.1% | Added |
| Russell Investments Group, Ltd. | 699,451 | $120.2M | 0.19% | +231,354+49.4% | Added |
| Nuveen Asset Management, LLC | 703,486 | $121.0M | 0.04% | −8,101−1.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 711,820 | $122.4M | 0.08% | −4,144−0.6% | Reduced |
| Swiss National Bank | 749,072 | $128.8M | 0.09% | −33,100−4.2% | Reduced |
| Envestnet Asset Management Inc | 756,737 | $130.1M | 0.05% | −55,548−6.8% | Reduced |
| Allianz Asset Management GmbH | 792,119 | $136.2M | 0.23% | −13,857−1.7% | Reduced |
| Los Angeles Capital Management LLC | 797,857 | $137.2M | 0.47% | −131,249−14.1% | Reduced |
| HSBC Holdings PLC | 817,769 | $140.6M | 0.10% | +78,419+10.6% | Added |
| Man Group plc | 818,523 | $140.8M | 0.38% | −265,221−24.5% | Reduced |
| LSV Asset Management | 827,089 | $142.2M | 0.29% | −11,615−1.4% | Reduced |
| Royal Bank of Canada | 845,249 | $145.4M | 0.04% | −192,532−18.6% | Reduced |
| Barclays PLC | 867,495 | $149.2M | 0.07% | −31,216−3.5% | Reduced |
| Amundi | 981,230 | $157.7M | 0.07% | −411,159−29.5% | Reduced |
| Wells Fargo & Company | 928,227 | $159.6M | 0.04% | +116,739+14.4% | Added |
| Brave Warrior Advisors, LLC | 1,014,441 | $174.5M | 3.65% | +442,874+77.5% | Added |
| UBS Asset Management Americas Inc | 1,025,889 | $176.4M | 0.06% | −39,183−3.7% | Reduced |
| ACR Alpine Capital Research, LLC | 1,130,775 | $194.5M | 5.90% | −459,323−28.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,256,615 | $216.1M | 0.52% | +211,086+20.2% | Added |
| AQR Capital Management LLC | 1,396,903 | $239.9M | 0.41% | −287,581−17.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,555,472 | $267.5M | 0.06% | +5,101+0.3% | Added |
| Legal & General Group Plc | 1,587,859 | $273.1M | 0.08% | −27,754−1.7% | Reduced |
| First Trust Advisors LP | 1,618,779 | $278.4M | 0.28% | +70,909+4.6% | Added |
| Marshall Wace, LLP | 1,663,988 | $286.2M | 0.47% | +1,196,591+256.0% | Added |
| Bank of New York Mellon Corp | 1,677,234 | $288.5M | 0.06% | −82,139−4.7% | Reduced |
| JPMorgan Chase & Co | 1,735,553 | $298.5M | 0.03% | −88,471−4.9% | Reduced |
| Nordea Investment Management AB | 1,760,729 | $303.6M | 0.36% | +60,713+3.6% | Added |
| Neuberger Berman Group LLC | 1,952,991 | $335.9M | 0.28% | +26,404+1.4% | Added |
| Goldman Sachs Group Inc | 2,147,212 | $369.3M | 0.08% | −93,097−4.2% | Reduced |