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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 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.

Institutional holdersQ1 2025: 968 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: 939 institutions
Value heldQ1 2025: $25.5B
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 2026939$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 2025

Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q4 2024.

Institutions holding LEN in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Nisa Investment Advisors, LLC87,375$10.0M0.05%+3,258+3.9%Added
Allianz Asset Management GmbH87,471$10.0M0.01%−19,356−18.1%Reduced
Franklin Resources Inc88,408$10.1M0.00%−8,140−8.4%Reduced
Ensign Peak Advisors, Inc88,420$10.1M0.02%−14,995−14.5%Reduced
Schroder Investment Management Group89,718$10.2M0.01%−64,360−41.8%Reduced
Mariner, LLC89,351$10.3M0.02%+26,439+42.0%Added
Mn Services Vermogensbeheer B.V.90,500$10.4M0.08%−9,400−9.4%Reduced
Truist Financial Corp90,966$10.4M0.02%−13,567−13.0%Reduced
Mackenzie Financial Corp91,804$10.5M0.01%−23,361−20.3%Reduced
Janney Montgomery Scott LLC92,775$10.6M0.03%+92,775New
Railway Pension Investments Ltd93,900$10.8M0.15%00.0%Unchanged
Danske Bank A/S98,014$11.3M0.03%−23,322−19.2%Reduced
Horiko Capital Management LLC99,087$11.4M3.34%+3,941+4.1%Added
Miller Investment Management, LP99,415$11.4M1.26%−105−0.1%Reduced
Asset Management One Co.,Ltd.100,259$11.5M0.04%+7,838+8.5%Added
Oakcliff Capital Partners, LP104,000$11.9M6.29%+104,000New
Treasurer of the State of North Carolina105,256$12.1M0.05%+1,820+1.8%Added
Carmel Capital Partners, LLC106,393$12.2M4.80%+16,127+17.9%Added
Man Group plc106,503$12.2M0.04%−400,219−79.0%Reduced
Nomura Asset Management Co Ltd107,667$12.4M0.04%−3,856−3.5%Reduced
Sapient Capital LLC108,141$12.4M0.24%+57+0.1%Added
Atria Investments LLC111,955$12.9M0.16%+21,159+23.3%Added
Empowered Funds, LLC115,940$13.3M0.19%−22,505−16.3%Reduced
Warther Private Wealth, LLC116,459$13.4M4.45%+116,459New
Squarepoint Ops LLC118,218$13.6M0.03%+86,358+271.1%Added
TD Asset Management Inc118,839$13.6M0.01%−13,405−10.1%Reduced
Verition Fund Management LLC121,290$13.9M0.08%+48,341+66.3%Added
Mercer Global Advisors Inc122,449$14.1M0.03%−66,840−35.3%Reduced
Chevy Chase Trust Holdings, Inc.122,472$14.1M0.04%−2,848−2.3%Reduced
Aware Super Pty Ltd as trustee of Aware Super123,673$14.2M0.24%−81,161−39.6%Reduced
Two Sigma Investments, LP125,703$14.4M0.03%+115,002+1,074.7%Added
Susquehanna International Group, LLP126,391$14.5M0.02%−26,534−17.4%Reduced
ExodusPoint Capital Management, LP129,148$14.8M0.20%+99,789+339.9%Added
New York State Common Retirement Fund129,330$14.8M0.02%−5,500−4.1%Reduced
Perpetual Ltd129,815$14.9M0.18%+129,815New
Prudential Financial Inc132,021$15.2M0.02%−90,647−40.7%Reduced
Aquatic Capital Management LLC132,779$15.2M0.39%+132,779New
Pacific Heights Asset Management LLC133,000$15.3M1.04%+73,000+121.7%Added
Walleye Capital LLC134,730$15.5M0.17%+124,960+1,279.0%Added
Achmea Investment Management B.V.136,126$15.6M0.23%+825+0.6%Added
Marshall Wace, LLP137,884$15.8M0.02%+105,660+327.9%Added
Factory Mutual Insurance Co139,500$16.0M0.19%00.0%Unchanged
KLP Kapitalforvaltning AS142,494$16.4M0.08%+500+0.4%Added
Twinbeech Capital LP144,051$16.5M0.30%−35,306−19.7%Reduced
The PNC Financial Services Group, Inc.148,552$17.1M0.01%+89,448+151.3%Added
Clearbridge Investments, LLC160,135$18.4M0.02%−40,874−20.3%Reduced
KBC Group NV160,505$18.4M0.06%+7,562+4.9%Added
Great West Life Assurance Co160,680$18.5M0.03%−27,352−14.5%Reduced
Natixis Advisors, L.P.162,557$18.7M0.03%−10,405−6.0%Reduced
D. E. Shaw & Co., Inc.163,407$18.8M0.02%−510,511−75.8%Reduced
Distillate Capital Partners LLC164,172$18.8M0.97%+13,727+9.1%Added
Robeco Institutional Asset Management B.V.173,027$19.9M0.04%−100,165−36.7%Reduced
QRG Capital Management, Inc.173,409$19.9M0.21%−82,722−32.3%Reduced
Korea Investment CORP174,341$20.0M0.05%−38,780−18.2%Reduced
National Bank of Canada176,186$20.2M0.02%+58,073+49.2%Added
Banco Bilbao Vizcaya Argentaria, S.A.181,272$20.8M0.21%−39,347−17.8%Reduced
LPL Financial LLC182,385$20.9M0.01%+39,961+28.1%Added
Allspring Global Investments Holdings, LLC183,246$21.0M0.04%−15,072−7.6%Reduced
Rafferty Asset Management, LLC183,136$21.0M0.09%−551−0.3%Reduced
Bamco Inc184,914$21.2M0.06%−168,389−47.7%Reduced
Bank of Montreal188,429$21.6M0.01%−93,709−33.2%Reduced
Spears Abacus Advisors LLC190,602$21.9M0.47%−324,368−63.0%Reduced
Capstone Investment Advisors, LLC191,557$22.0M0.20%+180,323+1,605.2%Added
Edgemoor Investment Advisors, Inc.206,896$23.7M2.18%−1,975−0.9%Reduced
Wealth Enhancement Advisory Services, LLC208,763$24.0M0.05%+4,332+2.1%Added
American Century Companies Inc213,441$24.5M0.02%−123,782−36.7%Reduced
Schonfeld Strategic Advisors LLC219,053$25.1M0.17%+53,613+32.4%Added
Bank of Nova Scotia220,894$25.4M0.06%−2,417−1.1%Reduced
New York State Teachers Retirement System223,996$25.7M0.06%−12,204−5.2%Reduced
STRS Ohio229,000$26.3M0.11%−15,490−6.3%Reduced
State Board of Administration of Florida Retirement System229,910$26.4M0.05%00.0%Unchanged
Quantinno Capital Management LP232,597$26.7M0.17%+178,173+327.4%Added
Canada Pension Plan Investment Board234,167$26.9M0.03%+65,969+39.2%Added
River Road Asset Management, LLC238,243$27.3M0.37%−153,281−39.1%Reduced
CBOE Vest Financial, LLC243,800$28.0M0.43%+9,002+3.8%Added
Capital Fund Management S.A.254,775$29.2M0.37%−38,175−13.0%Reduced
HRT Financial LP260,302$29.9M0.19%+182,057+232.7%Added
Salem Investment Counselors Inc268,167$30.8M1.07%−1,865−0.7%Reduced
State of Wisconsin Investment Board269,061$30.9M0.08%+14,698+5.8%Added
Mitsubishi UFJ Trust & Banking Corp288,682$33.1M0.09%+4,128+1.5%Added
Alliancebernstein L.P.290,624$33.4M0.01%+4,236+1.5%Added
Berkshire Asset Management LLC304,775$33.4M1.60%+304,775New
Grantham, Mayo, Van Otterloo & Co. LLC296,534$34.0M0.11%+57,476+24.0%Added
Brandywine Global Investment Management, LLC319,055$36.6M0.26%+78,436+32.6%Added
AustralianSuper Pty Ltd322,837$37.1M0.21%+322,837New
Ceredex Value Advisors LLC332,153$38.1M0.83%+332,153New
Assetmark, Inc334,516$38.4M0.11%+21,456+6.9%Added
Blue Whale Capital LLP342,711$39.3M3.18%+342,711New
Citadel Advisors LLC346,660$39.8M0.04%+220,139+174.0%Added
Jane Street Group, LLC357,990$41.1M0.07%+55,145+18.2%Added
California State Teachers Retirement System358,974$41.2M0.05%−3,136−0.9%Reduced
Price T Rowe Associates Inc360,006$41.3M0.01%+8,080+2.3%Added
Antipodes Partners Ltd364,040$41.8M1.31%+364,040New
Tudor Investment Corp Et Al370,924$42.6M0.38%+127,831+52.6%Added
Russell Investments Group, Ltd.374,329$42.9M0.06%−159,426−29.9%Reduced
Oppenheimer Asset Management Inc.389,100$44.7M0.55%+182,588+88.4%Added
California Public Employees Retirement System390,790$44.9M0.03%−19,627−4.8%Reduced
Raymond James Financial Inc405,526$46.5M0.02%+14,087+3.6%Added
Basswood Capital Management, L.L.C.405,933$46.6M2.62%00.0%Unchanged
Pictet Asset Management Holding SA407,789$46.8M0.05%+60,101+17.3%Added