Lennar Corp
LEN- Exchange
- NYSE
- Industry
- General Bldg Contractors - Residential Bldgs
- SEC CIK
- 0000920760
In the last 90 days, Lennar Corp insiders filed 2 open-market purchases and 0 sales; 938 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, Q4 2025
Institutional positions in Lennar Corp as of Dec 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
- 0 vs. Q3 2025
- Shares held
- 204.7M
- −9.44M (−4.4%) vs. Q3 2025
- Total value
- $21.1B
- −$5.93B (−22.0%) vs. Q3 2025
- New holders
- 146
- 272 more added
- Sold out
- 146
- 419 more reduced
15 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 938 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 24,497,589 | $2.52B | 0.04% | −1,157,516−4.5% | Reduced |
| BlackRock, Inc. | 18,086,692 | $1.86B | 0.03% | −3,102,893−14.6% | Reduced |
| Eagle Capital Management LLC | 10,986,212 | $1.13B | 3.52% | +1,531,169+16.2% | Added |
| State Street Corp | 10,104,819 | $1.04B | 0.03% | −399,117−3.8% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,094,147 | $1.04B | 16.82% | +440,753+4.6% | Added |
| Aristotle Capital Management, LLC | 8,725,950 | $897.0M | 1.80% | −416,576−4.6% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 7,050,950 | $724.8M | 0.26% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 6,089,621 | $626.0M | 0.51% | −457,855−7.0% | Reduced |
| Geode Capital Management, LLC | 5,621,682 | $575.7M | 0.04% | −315,736−5.3% | Reduced |
| Morgan Stanley | 3,762,980 | $386.8M | 0.02% | −586,717−13.5% | Reduced |
| Principal Financial Group Inc | 3,393,230 | $348.8M | 0.18% | −101,180−2.9% | Reduced |
| Capital World Investors | 3,263,338 | $335.5M | 0.05% | +5,066+0.2% | Added |
| ACR Alpine Capital Research, LLC | 3,215,072 | $330.5M | 5.15% | +335,041+11.6% | Added |
| FMR LLC | 3,212,459 | $330.2M | 0.02% | −2,774,753−46.3% | Reduced |
| JPMorgan Chase & Co | 2,917,951 | $300.0M | 0.02% | −2,719,284−48.2% | Reduced |
| Northern Trust Corp | 2,705,866 | $278.2M | 0.04% | +357,069+15.2% | Added |
| Norges Bank | 2,623,469 | $269.7M | 0.03% | +2,623,469 | New |
| Bank of America Corp | 2,496,452 | $256.6M | 0.02% | −448,510−15.2% | Reduced |
| Brave Warrior Advisors, LLC | 2,411,414 | $247.9M | 5.81% | +405,908+20.2% | Added |
| Dimensional Fund Advisors LP | 2,283,503 | $234.8M | 0.05% | −202,822−8.2% | Reduced |
| Janus Henderson Group PLC | 2,127,225 | $218.7M | 0.10% | +228,247+12.0% | Added |
| Invesco Ltd. | 2,118,574 | $217.8M | 0.02% | +107,389+5.3% | Added |
| Kempen Capital Management N.V. | 1,963,373 | $201.8M | 1.73% | +934,856+90.9% | Added |
| Smead Capital Management, Inc. | 1,822,291 | $187.3M | 3.89% | −126,558−6.5% | Reduced |
| Goldman Sachs Group Inc | 1,725,158 | $177.3M | 0.03% | −956,546−35.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,721,132 | $176.9M | 0.03% | +2,610+0.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,686,414 | $173.4M | 0.58% | −3,046,240−64.4% | Reduced |
| First Trust Advisors LP | 1,685,831 | $173.3M | 0.13% | −399,679−19.2% | Reduced |
| Two Sigma Investments, LP | 1,536,279 | $157.9M | 0.24% | +1,330,778+647.6% | Added |
| Jane Street Group, LLC | 1,490,958 | $153.3M | 0.18% | +1,178,761+377.6% | Added |
| Legal & General Group Plc | 1,278,892 | $131.5M | 0.03% | −67,044−5.0% | Reduced |
| Neuberger Berman Group LLC | 1,275,386 | $131.1M | 0.10% | −527,441−29.3% | Reduced |
| Wells Fargo & Company | 1,258,074 | $129.3M | 0.03% | −298,667−19.2% | Reduced |
| Squarepoint Ops LLC | 1,254,307 | $128.9M | 0.26% | +288,026+29.8% | Added |
| Arrowstreet Capital, Limited Partnership | 1,100,812 | $113.2M | 0.07% | −157,075−12.5% | Reduced |
| Bank of New York Mellon Corp | 1,071,357 | $110.1M | 0.02% | −112,943−9.5% | Reduced |
| UBS Group AG | 1,023,837 | $105.3M | 0.02% | +45,146+4.6% | Added |
| D. E. Shaw & Co., Inc. | 980,875 | $100.8M | 0.08% | +955,679+3,793.0% | Added |
| UBS Asset Management Americas Inc | 941,234 | $96.8M | 0.02% | −33,729−3.5% | Reduced |
| Freestone Grove Partners LP | 933,278 | $95.9M | 0.69% | +933,278 | New |
| Envestnet Asset Management Inc | 893,943 | $91.9M | 0.03% | −260,949−22.6% | Reduced |
| Millennium Management LLC | 802,842 | $82.5M | 0.06% | −2,535−0.3% | Reduced |
| Royal Bank of Canada | 768,590 | $79.0M | 0.01% | −202,073−20.8% | Reduced |
| Nuveen, LLC | 682,565 | $70.2M | 0.02% | −45,213−6.2% | Reduced |
| Two Sigma Advisers, LP | 676,725 | $69.6M | 0.14% | +461,770+214.8% | Added |
| BNP Paribas Arbitrage, SA | 661,009 | $68.0M | 0.04% | −12,879−1.9% | Reduced |
| Barclays PLC | 630,458 | $64.8M | 0.03% | −108,534−14.7% | Reduced |
| Deutsche Bank AG | 620,428 | $63.8M | 0.02% | −25,303−3.9% | Reduced |
| Amundi | 612,617 | $63.0M | 0.02% | +234,546+62.0% | Added |
| Citadel Advisors LLC | 595,228 | $61.2M | 0.04% | +262,465+78.9% | Added |
| SEI Investments Co | 594,668 | $61.1M | 0.06% | −27,465−4.4% | Reduced |
| Susquehanna International Group, LLP | 592,980 | $61.0M | 0.08% | +369,408+165.2% | Added |
| Swiss National Bank | 573,968 | $59.0M | 0.04% | −82,104−12.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 572,343 | $58.8M | 0.03% | −62,054−9.8% | Reduced |
| Oppenheimer Asset Management Inc. | 542,190 | $55.7M | 0.69% | +88,707+19.6% | Added |
| American Century Companies Inc | 504,675 | $51.9M | 0.03% | +103,951+25.9% | Added |
| Renaissance Technologies LLC | 504,639 | $51.9M | 0.08% | +504,639 | New |
| Bank of Nova Scotia | 490,105 | $50.4M | 0.07% | +455,174+1,303.1% | Added |
| HSBC Holdings PLC | 468,006 | $48.2M | 0.03% | −77,016−14.1% | Reduced |
| River Road Asset Management, LLC | 461,696 | $47.5M | 0.52% | +43,186+10.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 448,674 | $46.8M | 0.03% | −17,353−3.7% | Reduced |
| Citigroup Inc | 450,651 | $46.3M | 0.03% | +91,462+25.5% | Added |
| Rhumbline Advisers | 450,335 | $46.3M | 0.04% | −23,942−5.0% | Reduced |
| National Pension Service | 445,407 | $45.8M | 0.03% | +19,878+4.7% | Added |
| Prana Capital Management, LP | 432,132 | $44.4M | 1.61% | +39,105+9.9% | Added |
| AQR Capital Management LLC | 428,745 | $44.1M | 0.02% | −67,389−13.6% | Reduced |
| Raymond James Financial Inc | 372,263 | $38.3M | 0.01% | −30,238−7.5% | Reduced |
| Qube Research & Technologies Ltd | 371,095 | $38.1M | 0.05% | +371,095 | New |
| Rafferty Asset Management, LLC | 370,307 | $38.1M | 0.13% | +6,442+1.8% | Added |
| Clearbridge Investments, LLC | 362,982 | $37.3M | 0.03% | −580,809−61.5% | Reduced |
| Assetmark, Inc | 346,662 | $35.6M | 0.07% | −10,279−2.9% | Reduced |
| Tudor Investment Corp Et Al | 345,372 | $35.5M | 0.19% | +345,372 | New |
| Antipodes Partners Ltd | 335,039 | $34.4M | 0.72% | +28,317+9.2% | Added |
| California State Teachers Retirement System | 334,703 | $34.4M | 0.03% | −45,160−11.9% | Reduced |
| TCW Group Inc | 332,657 | $34.2M | 0.24% | −373,216−52.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 329,761 | $33.9M | 0.09% | +164,192+99.2% | Added |
| Price T Rowe Associates Inc | 327,267 | $33.6M | 0.00% | −16,792−4.9% | Reduced |
| California Public Employees Retirement System | 306,251 | $31.5M | 0.02% | −272,676−47.1% | Reduced |
| Berkshire Asset Management LLC | 302,496 | $31.1M | 1.36% | −1,502−0.5% | Reduced |
| Victory Capital Management Inc | 287,804 | $29.6M | 0.02% | +44,805+18.4% | Added |
| Caisse de Depot Et Placement du Quebec | 285,067 | $29.3M | 0.05% | −270,238−48.7% | Reduced |
| AE Wealth Management LLC | 278,207 | $28.6M | 0.16% | +261,337+1,549.1% | Added |
| Franklin Resources Inc | 275,950 | $28.4M | 0.01% | +138,522+100.8% | Added |
| Pictet Asset Management Holding SA | 273,798 | $28.2M | 0.03% | +34,199+14.3% | Added |
| Ameriprise Financial Inc | 263,484 | $27.1M | 0.01% | −120,127−31.3% | Reduced |
| Salem Investment Counselors Inc | 261,972 | $26.9M | 0.76% | −4,107−1.5% | Reduced |
| Alliancebernstein L.P. | 251,396 | $25.8M | 0.01% | −32,866−11.6% | Reduced |
| Truist Financial Corp | 249,744 | $25.7M | 0.03% | −4,117−1.6% | Reduced |
| Russell Investments Group, Ltd. | 241,903 | $24.9M | 0.03% | −268,494−52.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 239,163 | $24.6M | 0.06% | +13,985+6.2% | Added |
| Capital Fund Management S.A. | 238,136 | $24.5M | 0.23% | +238,136 | New |
| Quantinno Capital Management LP | 230,461 | $23.7M | 0.05% | +17,977+8.5% | Added |
| Sapient Capital LLC | 224,617 | $23.3M | 0.33% | −208−0.1% | Reduced |
| Pacific Heights Asset Management LLC | 225,000 | $23.1M | 0.87% | +50,000+28.6% | Added |
| Spears Abacus Advisors LLC | 222,232 | $22.8M | 0.43% | −2,952−1.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 210,775 | $21.7M | 0.16% | −63,398−23.1% | Reduced |
| New York State Teachers Retirement System | 206,824 | $21.3M | 0.04% | −5,143−2.4% | Reduced |
| State of Wisconsin Investment Board | 206,302 | $21.2M | 0.05% | +48,316+30.6% | Added |
| Marshall Wace, LLP | 205,837 | $21.2M | 0.02% | +68,126+49.5% | Added |
| CBOE Vest Financial, LLC | 204,222 | $21.0M | 0.27% | −54,075−20.9% | Reduced |