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, Q2 2025
Institutional positions in Lennar Corp as of Jun 30, 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
- 939
- −17 vs. Q1 2025
- Shares held
- 225.1M
- +3.21M (+1.4%) vs. Q1 2025
- Total value
- $24.9B
- −$555.1M (−2.2%) vs. Q1 2025
- New holders
- 116
- 351 more added
- Sold out
- 133
- 343 more reduced
12 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 227,193 | $25.1M | 0.01% | +44,808+24.6% | Added |
| Perpetual Ltd | 223,832 | $24.8M | 0.29% | +94,017+72.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 221,277 | $24.4M | 0.04% | +12,514+6.0% | Added |
| Truist Financial Corp | 214,314 | $23.7M | 0.03% | +123,348+135.6% | Added |
| New York State Teachers Retirement System | 211,993 | $23.4M | 0.05% | −12,003−5.4% | Reduced |
| Rafferty Asset Management, LLC | 208,916 | $23.1M | 0.08% | +25,780+14.1% | Added |
| STRS Ohio | 207,458 | $22.9M | 0.09% | −21,542−9.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 202,603 | $22.4M | 1.93% | −4,293−2.1% | Reduced |
| Jane Street Group, LLC | 192,317 | $21.3M | 0.03% | −165,673−46.3% | Reduced |
| Spears Abacus Advisors LLC | 191,751 | $21.2M | 0.43% | +1,149+0.6% | Added |
| Canada Pension Plan Investment Board | 190,157 | $21.0M | 0.02% | −44,010−18.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 182,795 | $20.2M | 0.09% | +138,777+315.3% | Added |
| State of Wisconsin Investment Board | 179,277 | $19.8M | 0.05% | −89,784−33.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 178,377 | $19.7M | 0.18% | −2,895−1.6% | Reduced |
| Bank of Montreal | 173,787 | $19.2M | 0.01% | −14,642−7.8% | Reduced |
| Verition Fund Management LLC | 171,482 | $19.0M | 0.11% | +50,192+41.4% | Added |
| Korea Investment CORP | 167,902 | $18.6M | 0.04% | −6,439−3.7% | Reduced |
| The PNC Financial Services Group, Inc. | 166,584 | $18.4M | 0.01% | +18,032+12.1% | Added |
| National Bank of Canada | 162,310 | $18.0M | 0.02% | −13,876−7.9% | Reduced |
| Janney Montgomery Scott LLC | 159,619 | $17.7M | 0.05% | +66,844+72.0% | Added |
| Natixis Advisors, L.P. | 158,819 | $17.6M | 0.03% | −3,738−2.3% | Reduced |
| Brandywine Global Investment Management, LLC | 158,264 | $17.5M | 0.12% | −160,791−50.4% | Reduced |
| Aviva PLC | 155,626 | $17.2M | 0.04% | +146,764+1,656.1% | Added |
| Great West Life Assurance Co | 149,895 | $16.6M | 0.03% | −10,785−6.7% | Reduced |
| Prudential Financial Inc | 147,681 | $16.3M | 0.02% | +15,660+11.9% | Added |
| KLP Kapitalforvaltning AS | 140,594 | $15.6M | 0.07% | −1,900−1.3% | Reduced |
| Capitolis Liquid Global Markets LLC | 140,300 | $15.5M | 0.11% | +140,300 | New |
| Pacific Heights Asset Management LLC | 140,000 | $15.5M | 0.83% | +7,000+5.3% | Added |
| Factory Mutual Insurance Co | 139,500 | $15.4M | 0.17% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 138,012 | $15.3M | 0.02% | −35,015−20.2% | Reduced |
| New York State Common Retirement Fund | 129,330 | $14.3M | 0.02% | 00.0% | Unchanged |
| Argosy-Lionbridge Management, LLC | 127,670 | $14.1M | 9.76% | +103,620+430.9% | Added |
| QRG Capital Management, Inc. | 125,037 | $13.8M | 0.12% | −48,372−27.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 122,643 | $13.6M | 0.04% | +171+0.1% | Added |
| Oakcliff Capital Partners, LP | 118,000 | $13.1M | 6.52% | +14,000+13.5% | Added |
| DekaBank Deutsche Girozentrale | 116,856 | $12.9M | 0.02% | +49,710+74.0% | Added |
| Atria Investments LLC | 115,157 | $12.7M | 0.15% | +3,202+2.9% | Added |
| Mackenzie Financial Corp | 113,948 | $12.6M | 0.02% | +22,144+24.1% | Added |
| Handelsbanken Fonder AB | 110,850 | $12.3M | 0.04% | +36,946+50.0% | Added |
| Toronto Dominion Bank | 110,530 | $12.2M | 0.03% | +27,889+33.7% | Added |
| TD Asset Management Inc | 109,985 | $12.2M | 0.01% | −8,854−7.5% | Reduced |
| Nomura Asset Management Co Ltd | 108,877 | $12.0M | 0.03% | +1,210+1.1% | Added |
| SG Americas Securities, LLC | 107,717 | $11.9M | 0.05% | +92,307+599.0% | Added |
| Treasurer of the State of North Carolina | 106,677 | $11.8M | 0.04% | +1,421+1.4% | Added |
| State of Tennessee, Treasury Department | 104,700 | $11.6M | 0.04% | +29,441+39.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 104,598 | $11.6M | 0.02% | +21,650+26.1% | Added |
| Sterling Capital Management LLC | 102,805 | $11.4M | 0.16% | +90,017+703.9% | Added |
| Asset Management One Co.,Ltd. | 101,095 | $11.2M | 0.04% | +836+0.8% | Added |
| Carmel Capital Partners, LLC | 100,010 | $11.1M | 3.88% | −6,383−6.0% | Reduced |
| NewEdge Wealth, LLC | 91,667 | $11.0M | 0.17% | +91,667 | New |
| Luxor Capital Group, LP | 99,000 | $11.0M | 1.43% | +99,000 | New |
| Danske Bank A/S | 98,719 | $10.9M | 0.03% | +705+0.7% | Added |
| Miller Investment Management, LP | 98,536 | $10.9M | 1.14% | −879−0.9% | Reduced |
| Mariner, LLC | 97,867 | $10.8M | 0.02% | +8,516+9.5% | Added |
| Horiko Capital Management LLC | 96,685 | $10.7M | 2.79% | −2,402−2.4% | Reduced |
| Swedbank AB | 94,919 | $10.5M | 0.01% | +94,919 | New |
| Cerity Partners LLC | 91,329 | $10.1M | 0.02% | +5,661+6.6% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 89,900 | $9.94M | 0.25% | +89,900 | New |
| Allianz Asset Management GmbH | 89,420 | $9.89M | 0.01% | +1,949+2.2% | Added |
| Ensign Peak Advisors, Inc | 87,296 | $9.66M | 0.02% | −1,124−1.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 86,800 | $9.60M | 0.07% | −3,700−4.1% | Reduced |
| Teacher Retirement System of Texas | 86,639 | $9.58M | 0.04% | +13,957+19.2% | Added |
| American Assets Investment Management, LLC | 86,370 | $9.55M | 0.77% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 86,248 | $9.54M | 0.05% | +5,722+7.1% | Added |
| Lyell Wealth Management, LP | 84,184 | $9.31M | 0.74% | +899+1.1% | Added |
| State of Michigan Retirement System | 83,215 | $9.20M | 0.05% | 00.0% | Unchanged |
| Marshall Wace, LLP | 81,509 | $9.02M | 0.01% | −56,375−40.9% | Reduced |
| Stifel Financial Corp | 80,434 | $8.90M | 0.01% | +4,173+5.5% | Added |
| Parkwood LLC | 80,253 | $8.88M | 0.82% | +16,184+25.3% | Added |
| Public Employees Retirement System of Ohio | 79,629 | $8.81M | 0.03% | −2,019−2.5% | Reduced |
| 683 Capital Management, LLC | 79,000 | $8.74M | 0.89% | +44,000+125.7% | Added |
| Nisa Investment Advisors, LLC | 77,056 | $8.52M | 0.04% | −10,319−11.8% | Reduced |
| Sophron Capital Management L.P. | 76,542 | $8.47M | 2.59% | +76,542 | New |
| JGP Wealth Management, LLC | 74,719 | $8.26M | 1.00% | +1,217+1.7% | Added |
| Pinebridge Investments, L.P. | 73,664 | $8.15M | 0.07% | +73,664 | New |
| Wealthfront Advisers LLC | 72,323 | $8.00M | 0.02% | +16,247+29.0% | Added |
| Achmea Investment Management B.V. | 70,275 | $7.77M | 0.10% | −65,851−48.4% | Reduced |
| Mercer Global Advisors Inc | 68,720 | $7.60M | 0.02% | −53,729−43.9% | Reduced |
| Arizona State Retirement System | 67,864 | $7.51M | 0.04% | −1,213−1.8% | Reduced |
| Montgomery Investment Management Inc | 67,613 | $7.48M | 2.89% | −850−1.2% | Reduced |
| M&T Bank Corp | 66,562 | $7.36M | 0.03% | −4,681−6.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 65,373 | $7.23M | 0.06% | +8,675+15.3% | Added |
| Voya Investment Management LLC | 65,127 | $7.20M | 0.01% | −3,750−5.4% | Reduced |
| CI Private Wealth, LLC | 64,302 | $7.11M | 0.01% | +5,210+8.8% | Added |
| Cambria Investment Management, L.P. | 64,248 | $7.11M | 0.48% | −11,367−15.0% | Reduced |
| First Washington CORP | 64,031 | $7.08M | 2.28% | +20,041+45.6% | Added |
| Manning & Napier Advisors LLC | 63,473 | $7.02M | 0.08% | +35,217+124.6% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 63,291 | $7.00M | 0.10% | −60,382−48.8% | Reduced |
| State of New Jersey Common Pension Fund D | 63,093 | $6.98M | 0.03% | −11,308−15.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 62,796 | $6.95M | 0.15% | +3,530+6.0% | Added |
| Standard Life Aberdeen plc | 62,681 | $6.93M | 0.01% | +4,657+8.0% | Added |
| Shufro Rose & Co LLC | 59,768 | $6.86M | 0.56% | −1,300−2.1% | Reduced |
| Glenmede Investment Management, LP | 60,773 | $6.72M | 0.03% | +60,773 | New |
| Stockman Wealth Management, Inc. | 60,512 | $6.69M | 0.91% | +2,292+3.9% | Added |
| Empowered Funds, LLC | 60,262 | $6.67M | 0.08% | −55,678−48.0% | Reduced |
| AMF Pensionsforsakring AB | 60,242 | $6.66M | 0.04% | +60,242 | New |
| Cetera Investment Advisers | 59,497 | $6.58M | 0.01% | +9,953+20.1% | Added |
| Tower Bridge Advisors | 59,202 | $6.55M | 0.70% | −3,390−5.4% | Reduced |
| Balyasny Asset Management LLC | 59,135 | $6.54M | 0.01% | +29,780+101.4% | Added |
| MetLife Investment Management | 59,095 | $6.54M | 0.04% | −1,487−2.5% | Reduced |