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 |
|---|---|---|---|---|---|
| Knights of Columbus Asset Advisors LLC | 56,708 | $9.75M | 0.71% | +675+1.2% | Added |
| The PNC Financial Services Group, Inc. | 57,636 | $9.91M | 0.01% | +3,922+7.3% | Added |
| MetLife Investment Management | 57,773 | $9.94M | 0.07% | −2,854−4.7% | Reduced |
| Capital Fund Management S.A. | 59,552 | $10.2M | 0.13% | −67,701−53.2% | Reduced |
| Smith Group Asset Management, LLC | 60,200 | $10.4M | 0.59% | −25,100−29.4% | Reduced |
| Natixis | 60,580 | $10.4M | 0.06% | −4,638−7.1% | Reduced |
| Great Lakes Advisors, LLC | 61,513 | $10.6M | 0.09% | −3,244−5.0% | Reduced |
| USS Investment Management Ltd | 63,697 | $10.9M | 0.09% | −2,048−3.1% | Reduced |
| CI Private Wealth, LLC | 64,613 | $11.1M | 0.02% | −1,486−2.2% | Reduced |
| Mark Asset Management LP | 64,807 | $11.1M | 1.51% | −24,706−27.6% | Reduced |
| Castleark Management LLC | 64,870 | $11.2M | 0.46% | 00.0% | Unchanged |
| Archon Partners LLC | 66,000 | $11.4M | 1.39% | +66,000 | New |
| Mackenzie Financial Corp | 66,151 | $11.4M | 0.02% | −19,873−23.1% | Reduced |
| DekaBank Deutsche Girozentrale | 67,146 | $11.4M | 0.02% | −12,031−15.2% | Reduced |
| Comerica Bank | 66,442 | $11.4M | 0.05% | −2,760−4.0% | Reduced |
| Shufro Rose & Co LLC | 66,726 | $11.5M | 0.95% | −1,663−2.4% | Reduced |
| First Manhattan Co | 66,767 | $11.5M | 0.04% | −48−0.1% | Reduced |
| Empowered Funds, LLC | 67,255 | $11.6M | 0.21% | +331+0.5% | Added |
| American International Group, Inc. | 68,390 | $11.8M | 0.04% | −1,376−2.0% | Reduced |
| Mariner, LLC | 68,553 | $11.8M | 0.02% | −15,882−18.8% | Reduced |
| Arizona State Retirement System | 68,804 | $11.8M | 0.08% | +52+0.1% | Added |
| Montgomery Investment Management Inc | 68,863 | $11.8M | 4.52% | −27,000−28.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 69,531 | $12.0M | 0.34% | +59,828+616.6% | Added |
| Janney Montgomery Scott LLC | 70,856 | $12.2M | 0.04% | −10,154−12.5% | Reduced |
| Lyell Wealth Management, LP | 71,682 | $12.3M | 1.25% | +206+0.3% | Added |
| Tower Bridge Advisors | 72,096 | $12.4M | 1.26% | −9,437−11.6% | Reduced |
| Varma Mutual Pension Insurance Co | 72,900 | $12.5M | 0.11% | +44,300+154.9% | Added |
| KBC Group NV | 73,401 | $12.6M | 0.04% | +7,953+12.2% | Added |
| Laurion Capital Management LP | 74,649 | $12.8M | 0.36% | +74,649 | New |
| Walleye Capital LLC | 75,007 | $12.9M | 0.14% | +75,007 | New |
| Renaissance Technologies LLC | 76,133 | $13.1M | 0.02% | −249,900−76.6% | Reduced |
| JGP Wealth Management, LLC | 77,242 | $13.3M | 1.93% | −30,417−28.3% | Reduced |
| Woodline Partners LP | 77,765 | $13.4M | 0.12% | −169,732−68.6% | Reduced |
| PGGM Investments | 78,364 | $13.5M | 0.20% | +2,971+3.9% | Added |
| Miller Investment Management, LP | 79,632 | $13.7M | 1.75% | +454+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 82,030 | $14.1M | 0.16% | −2,421−2.9% | Reduced |
| Citadel Advisors LLC | 82,489 | $14.2M | 0.01% | −382,082−82.2% | Reduced |
| Handelsbanken Fonder AB | 83,474 | $14.4M | 0.06% | +2,684+3.3% | Added |
| M&T Bank Corp | 83,508 | $14.4M | 0.05% | −2,837−3.3% | Reduced |
| Prana Capital Management, LP | 83,602 | $14.4M | 0.64% | +83,602 | New |
| Nisa Investment Advisors, LLC | 84,844 | $14.6M | 0.09% | −408−0.5% | Reduced |
| Stifel Financial Corp | 85,576 | $14.7M | 0.02% | −3,281−3.7% | Reduced |
| Vinva Investment Management Ltd | 85,579 | $14.7M | 0.85% | +49,249+135.6% | Added |
| American Assets Investment Management, LLC | 86,370 | $14.9M | 1.41% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 86,448 | $14.9M | 0.09% | +86,448 | New |
| Cullen/Frost Bankers, Inc. | 87,767 | $15.1M | 0.22% | +794+0.9% | Added |
| State of Michigan Retirement System | 91,015 | $15.7M | 0.08% | 00.0% | Unchanged |
| ING Groep NV | 93,869 | $16.1M | 0.11% | −19,378−17.1% | Reduced |
| Voya Investment Management LLC | 93,964 | $16.2M | 0.02% | +7,522+8.7% | Added |
| Abn Amro Investment Solutions | 94,694 | $16.3M | 0.28% | −9,800−9.4% | Reduced |
| Royal London Asset Management Ltd | 95,603 | $16.4M | 0.04% | −969−1.0% | Reduced |
| Carmel Capital Partners, LLC | 96,574 | $16.6M | 6.87% | +20,578+27.1% | Added |
| Asset Management One Co.,Ltd. | 96,931 | $16.7M | 0.06% | −12,091−11.1% | Reduced |
| Cerity Partners LLC | 96,994 | $16.7M | 0.04% | +81,818+539.1% | Added |
| Illinois Municipal Retirement Fund | 99,127 | $17.0M | 0.26% | 00.0% | Unchanged |
| Atria Investments LLC | 100,841 | $17.3M | 0.24% | −16,953−14.4% | Reduced |
| Assenagon Asset Management S.A. | 100,817 | $17.3M | 0.05% | −561,460−84.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 101,200 | $17.4M | 0.13% | +101,200 | New |
| Horiko Capital Management LLC | 103,211 | $17.8M | 5.43% | −3,154−3.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 103,832 | $17.9M | 0.09% | −746−0.7% | Reduced |
| Fisher Asset Management, LLC | 105,144 | $18.1M | 0.01% | −778−0.7% | Reduced |
| Sapient Capital LLC | 106,267 | $18.3M | 0.40% | +1,927+1.8% | Added |
| Foundry Partners, LLC | 106,719 | $18.4M | 0.98% | +18,281+20.7% | Added |
| Achmea Investment Management B.V. | 107,177 | $18.4M | 0.35% | −9,238−7.9% | Reduced |
| Bank of Nova Scotia | 110,561 | $19.0M | 0.04% | +60,837+122.3% | Added |
| CBOE Vest Financial, LLC | 111,988 | $19.3M | 0.51% | +23,788+27.0% | Added |
| Scopus Asset Management, L.P. | 112,500 | $19.3M | 0.63% | +37,500+50.0% | Added |
| Vident Advisory, LLC | 112,543 | $19.4M | 0.40% | +103,643+1,164.5% | Added |
| Standard Life Aberdeen plc | 113,685 | $19.6M | 0.04% | −17,757−13.5% | Reduced |
| Shellback Capital, LP | 115,000 | $19.8M | 1.33% | +115,000 | New |
| Carlson Capital L P | 116,761 | $20.1M | 1.63% | −66,205−36.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 117,426 | $20.2M | 0.07% | −28,819−19.7% | Reduced |
| Glenmede Trust Co NA | 118,761 | $20.4M | 0.10% | −247,262−67.6% | Reduced |
| Truist Financial Corp | 120,152 | $20.7M | 0.03% | −2,135−1.7% | Reduced |
| Treasurer of the State of North Carolina | 123,468 | $21.2M | 0.09% | −525−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 125,730 | $21.6M | 0.27% | −4,018−3.1% | Reduced |
| Nomura Asset Management Co Ltd | 126,955 | $21.8M | 0.08% | +34,725+37.7% | Added |
| Walleye Trading LLC | 128,135 | $22.0M | 0.36% | −98,614−43.5% | Reduced |
| Pacific Heights Asset Management LLC | 130,000 | $22.4M | 1.83% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 131,868 | $22.7M | 0.09% | +59,744+82.8% | Added |
| LPL Financial LLC | 134,652 | $23.2M | 0.01% | +12,477+10.2% | Added |
| Danske Bank A/S | 134,963 | $23.2M | 0.07% | +134,963 | New |
| Clearbridge Investments, LLC | 136,993 | $23.6M | 0.02% | +105,835+339.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 137,503 | $23.6M | 0.08% | −2,239−1.6% | Reduced |
| State of Tennessee, Treasury Department | 138,348 | $23.8M | 0.09% | −58,764−29.8% | Reduced |
| State of Wisconsin Investment Board | 139,399 | $24.0M | 0.06% | −35,544−20.3% | Reduced |
| Factory Mutual Insurance Co | 139,500 | $24.0M | 0.28% | 00.0% | Unchanged |
| Cercano Management LLC | 141,534 | $24.3M | 0.68% | +141,534 | New |
| Mirabella Financial Services LLP | 143,605 | $24.7M | 1.80% | +133,175+1,276.8% | Added |
| Public Employees Retirement System of Ohio | 144,178 | $24.8M | 0.10% | −8,787−5.7% | Reduced |
| State of New Jersey Common Pension Fund D | 145,009 | $24.9M | 0.08% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 147,309 | $25.3M | 0.04% | +16,072+12.2% | Added |
| Toronto Dominion Bank | 152,355 | $26.2M | 0.04% | −33,226−17.9% | Reduced |
| Teacher Retirement System of Texas | 153,519 | $26.4M | 0.17% | −15,049−8.9% | Reduced |
| Schroder Investment Management Group | 156,027 | $26.8M | 0.03% | +13,805+9.7% | Added |
| Pinebridge Investments, L.P. | 160,722 | $27.6M | 0.22% | +12,081+8.1% | Added |
| Storebrand Asset Management AS | 160,889 | $27.7M | 0.09% | −2,029−1.2% | Reduced |
| Moore Capital Management, LP | 161,667 | $27.8M | 0.57% | +161,667 | New |
| STRS Ohio | 161,761 | $27.8M | 0.11% | +26,770+19.8% | Added |
| Twin Tree Management, LP | 163,657 | $28.1M | 0.64% | −60,551−27.0% | Reduced |