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 2025
Institutional positions in Lennar Corp as of Mar 31, 2025. 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
- 968
- −35 vs. Q4 2024
- Shares held
- 222.2M
- +2.29M (+1.0%) vs. Q4 2024
- Total value
- $25.5B
- −$4.50B (−15.0%) vs. Q4 2024
- New holders
- 134
- 366 more added
- Sold out
- 169
- 342 more reduced
18 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Pension Service | 421,120 | $48.3M | 0.05% | +55,572+15.2% | Added |
| Two Sigma Advisers, LP | 430,655 | $49.4M | 0.11% | +307,835+250.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 433,672 | $49.8M | 0.05% | +58,134+15.5% | Added |
| Citigroup Inc | 446,849 | $51.3M | 0.04% | −60,835−12.0% | Reduced |
| Voloridge Investment Management, LLC | 451,072 | $51.8M | 0.19% | −328,690−42.2% | Reduced |
| Sound Shore Management Inc | 466,752 | $53.6M | 1.88% | +70,463+17.8% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 468,433 | $53.8M | 0.82% | −204,000−30.3% | Reduced |
| Rhumbline Advisers | 491,338 | $56.4M | 0.05% | +39,482+8.7% | Added |
| Caisse de Depot Et Placement du Quebec | 544,986 | $62.6M | 0.13% | −784,742−59.0% | Reduced |
| TCW Group Inc | 554,863 | $63.7M | 0.57% | −1,557−0.3% | Reduced |
| Deutsche Bank AG | 558,621 | $64.1M | 0.03% | −405,145−42.0% | Reduced |
| Nuveen, LLC | 599,848 | $68.9M | 0.02% | +599,848 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 613,219 | $70.4M | 0.05% | +12,054+2.0% | Added |
| SEI Investments Co | 661,871 | $76.0M | 0.10% | +14,126+2.2% | Added |
| Ameriprise Financial Inc | 663,560 | $76.2M | 0.02% | −646,167−49.3% | Reduced |
| Swiss National Bank | 673,572 | $77.3M | 0.05% | −1,100−0.2% | Reduced |
| LSV Asset Management | 736,132 | $84.5M | 0.20% | −25,772−3.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 736,490 | $84.5M | 0.34% | +123,266+20.1% | Added |
| Barclays PLC | 768,567 | $88.2M | 0.04% | +142,515+22.8% | Added |
| Amundi | 802,837 | $88.4M | 0.03% | −443,100−35.6% | Reduced |
| Royal Bank of Canada | 790,304 | $90.7M | 0.02% | +18,359+2.4% | Added |
| Millennium Management LLC | 791,083 | $90.8M | 0.09% | +442,902+127.2% | Added |
| Envestnet Asset Management Inc | 839,085 | $96.3M | 0.03% | +147,973+21.4% | Added |
| HSBC Holdings PLC | 864,392 | $99.1M | 0.07% | −197,619−18.6% | Reduced |
| BNP Paribas Arbitrage, SA | 923,448 | $106.0M | 0.08% | +483,737+110.0% | Added |
| Renaissance Technologies LLC | 939,333 | $107.8M | 0.16% | +302,200+47.4% | Added |
| AQR Capital Management LLC | 985,199 | $112.0M | 0.12% | −861,554−46.7% | Reduced |
| Boston Partners | 1,079,886 | $123.9M | 0.15% | −1,471,138−57.7% | Reduced |
| Wells Fargo & Company | 1,098,143 | $126.0M | 0.03% | +277,869+33.9% | Added |
| UBS Asset Management Americas Inc | 1,143,555 | $131.3M | 0.03% | −21,493−1.8% | Reduced |
| Victory Capital Management Inc | 1,177,759 | $135.2M | 0.14% | +710,535+152.1% | Added |
| Bank of New York Mellon Corp | 1,313,331 | $150.7M | 0.03% | −58,979−4.3% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,351,526 | $155.1M | 0.49% | +1,351,526 | New |
| Legal & General Group Plc | 1,387,970 | $159.3M | 0.04% | −50,553−3.5% | Reduced |
| Qube Research & Technologies Ltd | 1,533,753 | $176.0M | 0.27% | −304,785−16.6% | Reduced |
| Pacer Advisors, Inc. | 1,551,421 | $178.1M | 0.42% | −1,719,898−52.6% | Reduced |
| UBS Group AG | 1,564,028 | $179.5M | 0.04% | +110,846+7.6% | Added |
| Eminence Capital, LP | 1,581,489 | $181.5M | 3.03% | +896,264+130.8% | Added |
| Charles Schwab Investment Management Inc | 1,620,700 | $186.0M | 0.03% | +18,930+1.2% | Added |
| Wellington Management Group LLP | 1,753,098 | $201.2M | 0.04% | −1,486,390−45.9% | Reduced |
| Neuberger Berman Group LLC | 1,927,068 | $221.2M | 0.19% | −65,423−3.3% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 1,929,972 | $221.5M | 0.09% | +1,929,972 | New |
| First Trust Advisors LP | 2,014,499 | $231.2M | 0.20% | −164,488−7.5% | Reduced |
| Brave Warrior Advisors, LLC | 2,189,608 | $251.3M | 5.76% | +415,218+23.4% | Added |
| Smead Capital Management, Inc. | 2,377,483 | $272.9M | 4.68% | −226,072−8.7% | Reduced |
| Nordea Investment Management AB | 2,417,511 | $274.8M | 0.29% | +166,885+7.4% | Added |
| Arrowstreet Capital, Limited Partnership | 2,460,172 | $282.4M | 0.23% | −595,959−19.5% | Reduced |
| Invesco Ltd. | 2,466,713 | $283.1M | 0.05% | +147,400+6.4% | Added |
| Goldman Sachs Group Inc | 2,544,823 | $292.1M | 0.06% | +442,254+21.0% | Added |
| Northern Trust Corp | 2,566,632 | $294.6M | 0.04% | −103,079−3.9% | Reduced |
| ACR Alpine Capital Research, LLC | 2,679,944 | $307.6M | 6.44% | +1,016,622+61.1% | Added |
| Norges Bank | 2,683,973 | $308.1M | 0.04% | −406,460−13.2% | Reduced |
| Dimensional Fund Advisors LP | 2,785,042 | $319.6M | 0.08% | +67,612+2.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,856,426 | $327.9M | 1.19% | +2,856,426 | New |
| Morgan Stanley | 3,082,606 | $353.8M | 0.03% | −266,957−8.0% | Reduced |
| Bank of America Corp | 3,132,330 | $359.5M | 0.03% | +693,679+28.4% | Added |
| Principal Financial Group Inc | 3,275,703 | $376.0M | 0.21% | +152,378+4.9% | Added |
| Capital World Investors | 4,396,586 | $504.6M | 0.08% | +7,196+0.2% | Added |
| FMR LLC | 4,586,886 | $526.5M | 0.03% | −2,605,393−36.2% | Reduced |
| JPMorgan Chase & Co | 4,893,261 | $561.6M | 0.04% | +676,649+16.0% | Added |
| Geode Capital Management, LLC | 5,956,079 | $682.0M | 0.05% | +101,687+1.7% | Added |
| Eagle Capital Management LLC | 7,297,990 | $837.7M | 3.06% | +7,297,990 | New |
| Manufacturers Life Insurance Company, The | 8,894,125 | $1.02B | 0.97% | +2,777,567+45.4% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 9,439,955 | $1.08B | 17.22% | +275,220+3.0% | Added |
| Aristotle Capital Management, LLC | 9,755,016 | $1.12B | 2.23% | −272,978−2.7% | Reduced |
| State Street Corp | 10,691,356 | $1.23B | 0.05% | −845,883−7.3% | Reduced |
| BlackRock, Inc. | 21,843,423 | $2.51B | 0.05% | −3,063,474−12.3% | Reduced |
| Vanguard Group Inc | 25,868,288 | $2.97B | 0.05% | −382,199−1.5% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −1,717,903−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −920,282−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −395,605−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −304,940−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −223,117−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −147,583−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −143,827−100.0% | Sold out |
| Ariel Investments, LLC | 0 | $0 | 0.00% | −123,938−100.0% | Sold out |
| Hardman Johnston Global Advisors LLC | 0 | $0 | 0.00% | −104,700−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −97,113−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −86,708−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −73,544−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −71,999−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −65,968−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −61,266−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −44,464−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −40,741−100.0% | Sold out |
| Sophron Capital Management L.P. | 0 | $0 | 0.00% | −39,130−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −33,456−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −32,458−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −27,231−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −23,617−100.0% | Sold out |
| United Capital Management of KS, Inc. | 0 | $0 | 0.00% | −22,871−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −20,380−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −20,340−100.0% | Sold out |
| Myriad Asset Management US LP | 0 | $0 | 0.00% | −16,034−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −15,471−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −14,341−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −13,257−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −11,274−100.0% | Sold out |