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, Q3 2025
Institutional positions in Lennar Corp as of Sep 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
- 983
- +53 vs. Q2 2025
- Shares held
- 214.4M
- −7.55M (−3.4%) vs. Q2 2025
- Total value
- $27.0B
- +$2.47B (+10.0%) vs. Q2 2025
- New holders
- 153
- 358 more added
- Sold out
- 100
- 330 more reduced
9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lincluden Management Ltd | 66,066 | $8.33M | 0.93% | +66,066 | New |
| State of New Jersey Common Pension Fund D | 66,617 | $8.40M | 0.03% | +3,524+5.6% | Added |
| Arizona State Retirement System | 67,210 | $8.47M | 0.05% | −654−1.0% | Reduced |
| Palmer Knight Co | 67,342 | $8.49M | 4.02% | +17,028+33.8% | Added |
| Montgomery Investment Management Inc | 67,524 | $8.51M | 2.99% | −89−0.1% | Reduced |
| Credit Agricole S A | 68,246 | $8.60M | 0.03% | +68,246 | New |
| Omers Administration Corp | 68,376 | $8.62M | 0.06% | +59,100+637.1% | Added |
| Parkwood LLC | 68,919 | $8.69M | 0.85% | −11,334−14.1% | Reduced |
| Standard Life Aberdeen plc | 70,191 | $8.96M | 0.01% | +7,510+12.0% | Added |
| Public Employees Retirement System of Ohio | 71,818 | $9.05M | 0.03% | −7,811−9.8% | Reduced |
| QRG Capital Management, Inc. | 72,915 | $9.19M | 0.11% | −52,122−41.7% | Reduced |
| Danske Bank A/S | 73,214 | $9.23M | 0.02% | −25,505−25.8% | Reduced |
| Advisor Group Holdings, Inc. | 72,450 | $9.29M | 0.01% | +22,846+46.1% | Added |
| Sophron Capital Management L.P. | 75,833 | $9.56M | 2.94% | −709−0.9% | Reduced |
| Mediolanum International Funds Ltd | 75,858 | $9.69M | 0.10% | +75,858 | New |
| Nisa Investment Advisors, LLC | 78,489 | $9.89M | 0.04% | +1,433+1.9% | Added |
| Armistice Capital, LLC | 78,549 | $9.90M | 0.31% | +38,528+96.3% | Added |
| 683 Capital Management, LLC | 79,000 | $9.96M | 0.90% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 79,815 | $10.1M | 0.05% | −6,433−7.5% | Reduced |
| Cetera Investment Advisers | 80,418 | $10.1M | 0.01% | +20,921+35.2% | Added |
| State of Michigan Retirement System | 81,415 | $10.3M | 0.05% | −1,800−2.2% | Reduced |
| KLP Kapitalforvaltning AS | 81,994 | $10.3M | 0.04% | −58,600−41.7% | Reduced |
| Payden & Rygel | 82,900 | $10.4M | 0.88% | +82,900 | New |
| Robeco Institutional Asset Management B.V. | 83,291 | $10.5M | 0.02% | −54,721−39.6% | Reduced |
| Toronto Dominion Bank | 83,719 | $10.6M | 0.02% | −26,811−24.3% | Reduced |
| American Assets Investment Management, LLC | 86,370 | $10.9M | 0.80% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 87,262 | $11.0M | 0.82% | +3,078+3.7% | Added |
| Brandywine Global Investment Management, LLC | 88,269 | $11.1M | 0.08% | −69,995−44.2% | Reduced |
| Cerity Partners LLC | 88,477 | $11.2M | 0.02% | −2,852−3.1% | Reduced |
| Nomura Asset Management Co Ltd | 89,539 | $11.3M | 0.03% | −19,338−17.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 90,200 | $11.4M | 0.07% | +3,400+3.9% | Added |
| ExodusPoint Capital Management, LP | 93,284 | $11.8M | 0.16% | +93,284 | New |
| Mariner, LLC | 94,130 | $11.9M | 0.02% | −3,737−3.8% | Reduced |
| Jump Financial, LLC | 95,491 | $12.0M | 0.15% | +69,869+272.7% | Added |
| Horiko Capital Management LLC | 95,257 | $12.0M | 2.85% | −1,428−1.5% | Reduced |
| Allianz Asset Management GmbH | 95,811 | $12.1M | 0.01% | +6,391+7.1% | Added |
| Asset Management One Co.,Ltd. | 96,168 | $12.1M | 0.04% | −4,927−4.9% | Reduced |
| Swedbank AB | 97,561 | $12.3M | 0.01% | +2,642+2.8% | Added |
| Stifel Financial Corp | 98,551 | $12.4M | 0.01% | +18,117+22.5% | Added |
| Carmel Capital Partners, LLC | 99,946 | $12.6M | 5.31% | −64−0.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 100,621 | $12.7M | 0.03% | +90,115+857.7% | Added |
| Treasurer of the State of North Carolina | 100,644 | $12.7M | 0.04% | −6,033−5.7% | Reduced |
| Miller Investment Management, LP | 100,803 | $12.7M | 1.28% | +2,267+2.3% | Added |
| State of Tennessee, Treasury Department | 104,700 | $13.2M | 0.04% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 106,051 | $13.4M | 0.62% | −342,933−76.4% | Reduced |
| TD Asset Management Inc | 106,176 | $13.4M | 0.01% | −3,809−3.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 107,217 | $13.5M | 0.02% | +107,217 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 107,724 | $13.6M | 0.02% | +3,126+3.0% | Added |
| Atria Investments LLC | 110,805 | $14.0M | 0.16% | −4,352−3.8% | Reduced |
| Coronation Fund Managers Ltd. | 112,349 | $14.2M | 0.74% | +112,349 | New |
| Handelsbanken Fonder AB | 112,617 | $14.2M | 0.05% | +1,767+1.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 116,161 | $14.6M | 0.04% | −6,482−5.3% | Reduced |
| DekaBank Deutsche Girozentrale | 116,856 | $14.6M | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 116,908 | $14.7M | 0.03% | −42,711−26.8% | Reduced |
| Oakcliff Capital Partners, LP | 118,000 | $14.9M | 6.42% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 122,915 | $15.5M | 0.06% | −59,880−32.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 123,226 | $15.5M | 0.12% | −55,151−30.9% | Reduced |
| Slate Path Capital LP | 124,102 | $15.6M | 0.24% | +124,102 | New |
| Mackenzie Financial Corp | 125,323 | $15.8M | 0.02% | +11,375+10.0% | Added |
| New York State Common Retirement Fund | 127,330 | $16.0M | 0.02% | −2,000−1.5% | Reduced |
| Prudential Financial Inc | 128,853 | $16.2M | 0.02% | −18,828−12.7% | Reduced |
| CIBC World Markets Inc. | 129,487 | $16.3M | 0.03% | +117,640+993.0% | Added |
| CIBC Bancorp USA Inc. | 131,401 | $16.6M | 0.10% | +131,401 | New |
| Franklin Resources Inc | 137,428 | $17.3M | 0.00% | +118,605+630.1% | Added |
| Marshall Wace, LLP | 137,711 | $17.4M | 0.02% | +56,202+69.0% | Added |
| Natixis Advisors, L.P. | 138,290 | $17.4M | 0.03% | −20,529−12.9% | Reduced |
| Factory Mutual Insurance Co | 139,500 | $17.6M | 0.17% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 141,879 | $17.9M | 0.12% | −296,402−67.6% | Reduced |
| National Bank of Canada | 142,429 | $18.0M | 0.02% | −19,881−12.2% | Reduced |
| Korea Investment CORP | 152,256 | $19.2M | 0.04% | −15,646−9.3% | Reduced |
| Argosy-Lionbridge Management, LLC | 155,420 | $19.6M | 12.88% | +27,750+21.7% | Added |
| State of Wisconsin Investment Board | 157,986 | $19.9M | 0.05% | −21,291−11.9% | Reduced |
| Great West Life Assurance Co | 156,471 | $20.0M | 0.03% | +6,576+4.4% | Added |
| Aviva PLC | 160,834 | $20.3M | 0.04% | +5,208+3.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 165,569 | $20.9M | 0.07% | +165,569 | New |
| Bank of Montreal | 168,100 | $21.2M | 0.01% | −5,687−3.3% | Reduced |
| US Bancorp | 168,102 | $21.2M | 0.03% | +151,232+896.5% | Added |
| Pacific Heights Asset Management LLC | 175,000 | $22.1M | 0.98% | +35,000+25.0% | Added |
| LPL Financial LLC | 176,267 | $22.2M | 0.01% | −50,926−22.4% | Reduced |
| The PNC Financial Services Group, Inc. | 183,471 | $23.1M | 0.01% | +16,887+10.1% | Added |
| Sterling Capital Management LLC | 190,372 | $24.0M | 0.35% | +87,567+85.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 193,037 | $24.3M | 0.05% | −59,486−23.6% | Reduced |
| AustralianSuper Pty Ltd | 196,807 | $24.8M | 0.12% | −126,030−39.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 199,010 | $25.1M | 0.05% | +189,748+2,048.7% | Added |
| Edgemoor Investment Advisors, Inc. | 202,503 | $25.5M | 1.97% | −1000.0% | Reduced |
| Two Sigma Investments, LP | 205,501 | $25.9M | 0.04% | −247,155−54.6% | Reduced |
| Todd Asset Management LLC | 209,224 | $26.4M | 0.53% | +209,224 | New |
| New York State Teachers Retirement System | 211,967 | $26.7M | 0.05% | −260.0% | Reduced |
| Quantinno Capital Management LP | 212,484 | $26.8M | 0.07% | −33,303−13.5% | Reduced |
| Two Sigma Advisers, LP | 214,955 | $27.1M | 0.05% | −374,100−63.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 222,570 | $27.2M | 0.04% | +1,293+0.6% | Added |
| Worldquant Millennium Advisors LLC | 217,489 | $27.4M | 0.12% | +217,489 | New |
| Perpetual Ltd | 222,130 | $28.0M | 0.35% | −1,702−0.8% | Reduced |
| Susquehanna International Group, LLP | 223,572 | $28.2M | 0.04% | −119,507−34.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 225,178 | $28.4M | 0.08% | −7,927−3.4% | Reduced |
| Spears Abacus Advisors LLC | 225,184 | $28.4M | 0.54% | +33,433+17.4% | Added |
| State Board of Administration of Florida Retirement System | 225,324 | $28.4M | 0.05% | −7,056−3.0% | Reduced |
| Sapient Capital LLC | 224,825 | $28.7M | 0.44% | −7,589−3.3% | Reduced |
| Pictet Asset Management Holding SA | 239,599 | $30.2M | 0.03% | −32,946−12.1% | Reduced |
| Victory Capital Management Inc | 242,999 | $30.6M | 0.02% | −11,724−4.6% | Reduced |