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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, 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.

Institutional holdersQ2 2025: 939 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 heldQ2 2025: $24.9B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q1 2025.

Institutions holding LEN in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
First National Bank of Mount Dora, Trust Investment Services24,141$2.67M0.60%+26+0.1%Added
Elo Mutual Pension Insurance Co24,049$2.66M0.05%+2,964+14.1%Added
Davenport & Co LLC23,966$2.65M0.01%+21,475+862.1%Added
Commonwealth Retirement Investments LLC23,886$2.64M1.00%+16,051+204.9%Added
Delta Global Management LP23,769$2.63M0.18%+2,498+11.7%Added
Thrivent Financial for Lutherans23,324$2.58M0.01%+11,345+94.7%Added
Sona Asset Management (US) LLC23,000$2.54M0.09%+23,000New
Brinker Capital Investments, LLC22,521$2.49M0.02%+1,433+6.8%Added
Bayesian Capital Management, LP22,300$2.47M0.39%+14,200+175.3%Added
West Oak Capital, LLC22,116$2.45M0.97%+3,360+17.9%Added
Polymer Capital Management (US) LLC22,060$2.44M0.40%+17,192+353.2%Added
Wiley Bros.-Aintree Capital, LLC21,966$2.44M0.02%+5,443+32.9%Added
Capital Investment Advisors, LLC21,529$2.38M0.04%−650−2.9%Reduced
Blair William & Co21,463$2.37M0.01%+238+1.1%Added
Avanza Fonder AB21,201$2.35M0.07%−856−3.9%Reduced
Capula Management Ltd20,697$2.29M0.03%−4,078−16.5%Reduced
Baird Financial Group, Inc.20,507$2.27M0.00%−2,397−10.5%Reduced
Oregon Public Employees Retirement Fund20,092$2.22M0.04%00.0%Unchanged
Flputnam Investment Management Co19,979$2.21M0.04%+191+1.0%Added
Hennion & Walsh Asset Management, Inc.19,964$2.21M0.09%−703−3.4%Reduced
Franklin Resources Inc18,823$2.08M0.00%−69,585−78.7%Reduced
Vident Advisory, LLC18,718$2.07M0.02%+6,103+48.4%Added
Paradigm Asset Management Co LLC18,500$2.05M0.50%+5,500+42.3%Added
Gateway Investment Advisers LLC18,391$2.03M0.02%−20,327−52.5%Reduced
Freedom Day Solutions, LLC18,185$2.01M0.60%+541+3.1%Added
Stance Capital LLC18,159$2.01M0.76%+18,159New
Clear Harbor Asset Management, LLC17,696$1.96M0.15%−115−0.6%Reduced
Bokf, NA17,626$1.95M0.03%−8,247−31.9%Reduced
Public Sector Pension Investment Board17,542$1.94M0.01%−13,526−43.5%Reduced
Ellsworth Advisors, LLC17,535$1.94M0.47%+897+5.4%Added
NEOS Investment Management LLC17,254$1.91M0.02%+3,566+26.1%Added
Lodestone Wealth Management LLC17,224$1.91M0.93%+44+0.3%Added
Foster & Motley Inc17,164$1.90M0.11%−2,404−12.3%Reduced
Twin Tree Management, LP17,154$1.90M0.05%+17,154New
Dai-Ichi Life Insurance Company, Ltd17,144$1.90M0.05%+10,000+140.0%Added
Sippican Capital Advisors17,118$1.89M1.38%+20.0%Added
Cim Investment Mangement Inc15,283$1.89M0.36%+7,632+99.8%Added
Clark Estates Inc17,000$1.88M0.42%00.0%Unchanged
X-Square Capital, LLC16,991$1.88M0.68%+176+1.0%Added
US Bancorp16,870$1.87M0.00%+961+6.0%Added
Crossmark Global Holdings, Inc.16,629$1.84M0.03%−32,935−66.4%Reduced
New Age Alpha Advisors, LLC16,496$1.82M0.08%−6,703−28.9%Reduced
Fiduciary Alliance LLC16,309$1.80M0.13%+3,410+26.4%Added
Mizuho Securities USA LLC16,042$1.77M0.04%+16,042New
Fishman Jay A Ltd16,000$1.77M0.17%00.0%Unchanged
Glenview Trust Co15,910$1.76M0.03%+168+1.1%Added
1832 Asset Management L.P.15,770$1.74M0.00%−16,532−51.2%Reduced
Generali Asset Management SPA SGR15,259$1.69M0.04%+222+1.5%Added
AXA S.A.15,129$1.67M0.00%+763+5.3%Added
Tower Research Capital LLC (TRC)15,079$1.67M0.04%+10,075+201.3%Added
Canandaigua National Bank & Trust Co14,971$1.66M0.15%+9,573+177.3%Added
Independent Advisor Alliance14,866$1.64M0.05%+2,735+22.5%Added
Aster Capital Management (DIFC) Ltd14,765$1.63M0.37%+14,765New
Kentucky Retirement Systems14,736$1.63M0.05%−965−6.1%Reduced
Zurich Insurance Group Ltd14,724$1.63M0.01%00.0%Unchanged
Commerce Bank14,704$1.63M0.01%+279+1.9%Added
Titleist Asset Management, LLC14,639$1.62M0.16%−6,918−32.1%Reduced
Natixis14,355$1.59M0.01%+11,567+414.9%Added
Tredje AP-fonden13,871$1.53M0.01%00.0%Unchanged
Pinnacle Associates Ltd13,767$1.52M0.02%+2,438+21.5%Added
Hartford Investment Management Co13,716$1.52M0.05%−390−2.8%Reduced
Deltec Asset Management LLC13,617$1.51M0.27%+13,617New
17 Capital Partners, LLC13,434$1.49M0.86%−1,351−9.1%Reduced
Abacus Planning Group, Inc.13,148$1.45M0.22%−164−1.2%Reduced
Cornercap Investment Counsel Inc13,050$1.44M0.75%+13,050New
Beech Hill Advisors, Inc.13,043$1.44M0.65%+13,043New
Ally Financial Inc.13,000$1.44M0.16%+13,000New
Pine Valley Investments Ltd Liability Co12,863$1.42M0.08%+2,141+20.0%Added
Oak Thistle LLC12,822$1.42M0.21%+5,764+81.7%Added
Summit Trail Advisors, LLC12,708$1.41M0.02%+12,708New
Sage Investment Counsel LLC12,670$1.40M1.62%+12,670New
Y-Intercept (Hong Kong) Ltd12,493$1.38M0.03%−48,727−79.6%Reduced
Fulcrum Asset Management LLP12,462$1.38M0.39%+12,462New
Mengis Capital Management, Inc.12,422$1.37M0.29%−389−3.0%Reduced
Louisiana State Employees Retirement System12,300$1.36M0.02%−300−2.4%Reduced
Norinchukin Bank, The12,299$1.36M0.02%+44+0.4%Added
Synovus Financial Corp12,271$1.36M0.02%−2,094−14.6%Reduced
Holderness Investments Co12,154$1.34M0.29%00.0%Unchanged
New England Research & Management, Inc.12,045$1.33M0.63%−332−2.7%Reduced
Securian Asset Management, Inc12,021$1.33M0.04%−334−2.7%Reduced
Gulf International Bank (UK) Ltd11,883$1.31M0.05%−1,883−13.7%Reduced
CIBC World Markets Inc.11,847$1.31M0.00%+2,011+20.4%Added
Concentric Capital Strategies, LP11,607$1.28M0.07%+11,607New
Advisory Services Network, LLC11,430$1.28M0.02%+11,430New
Vise Technologies, Inc.11,576$1.28M0.05%+11,576New
Credit Industriel Et Commercial11,477$1.27M0.20%00.0%Unchanged
Wolverine Trading, LLC11,229$1.24M0.03%+115+1.0%Added
New Mexico Educational Retirement Board11,160$1.23M0.04%00.0%Unchanged
Plato Investment Management Ltd11,164$1.23M0.09%+6,710+150.7%Added
TD Waterhouse Canada Inc.10,723$1.23M0.01%−6,136−36.4%Reduced
Sierra Summit Advisors LLC11,060$1.22M0.22%+11,060New
EP Wealth Advisors, LLC11,043$1.22M0.01%+6,261+130.9%Added
Maryland State Retirement & Pension System10,994$1.22M0.03%00.0%Unchanged
Hudson Bay Capital Management LP10,889$1.20M0.01%−24,920−69.6%Reduced
Fifth Third Bancorp10,887$1.20M0.00%+628+6.1%Added
Permanens Capital L.P.10,862$1.20M0.16%+3,901+56.0%Added
Lakewood Asset Management LLC10,826$1.20M0.80%−626−5.5%Reduced
Bessemer Group Inc10,783$1.19M0.00%−4,344−28.7%Reduced
Confluence Wealth Services, Inc.10,748$1.19M0.06%+387+3.7%Added
Systematic Alpha Investments, LLC10,729$1.19M0.04%00.0%Unchanged