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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 372,263 | $38.3M | 0.01% | −30,238−7.5% | Reduced |
| AQR Capital Management LLC | 428,745 | $44.1M | 0.02% | −67,389−13.6% | Reduced |
| Prana Capital Management, LP | 432,132 | $44.4M | 1.61% | +39,105+9.9% | Added |
| National Pension Service | 445,407 | $45.8M | 0.03% | +19,878+4.7% | Added |
| Rhumbline Advisers | 450,335 | $46.3M | 0.04% | −23,942−5.0% | Reduced |
| Citigroup Inc | 450,651 | $46.3M | 0.03% | +91,462+25.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 448,674 | $46.8M | 0.03% | −17,353−3.7% | Reduced |
| River Road Asset Management, LLC | 461,696 | $47.5M | 0.52% | +43,186+10.3% | Added |
| HSBC Holdings PLC | 468,006 | $48.2M | 0.03% | −77,016−14.1% | Reduced |
| Bank of Nova Scotia | 490,105 | $50.4M | 0.07% | +455,174+1,303.1% | Added |
| Renaissance Technologies LLC | 504,639 | $51.9M | 0.08% | +504,639 | New |
| American Century Companies Inc | 504,675 | $51.9M | 0.03% | +103,951+25.9% | Added |
| Oppenheimer Asset Management Inc. | 542,190 | $55.7M | 0.69% | +88,707+19.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 572,343 | $58.8M | 0.03% | −62,054−9.8% | Reduced |
| Swiss National Bank | 573,968 | $59.0M | 0.04% | −82,104−12.5% | Reduced |
| Susquehanna International Group, LLP | 592,980 | $61.0M | 0.08% | +369,408+165.2% | Added |
| SEI Investments Co | 594,668 | $61.1M | 0.06% | −27,465−4.4% | Reduced |
| Citadel Advisors LLC | 595,228 | $61.2M | 0.04% | +262,465+78.9% | Added |
| Amundi | 612,617 | $63.0M | 0.02% | +234,546+62.0% | Added |
| Deutsche Bank AG | 620,428 | $63.8M | 0.02% | −25,303−3.9% | Reduced |
| Barclays PLC | 630,458 | $64.8M | 0.03% | −108,534−14.7% | Reduced |
| BNP Paribas Arbitrage, SA | 661,009 | $68.0M | 0.04% | −12,879−1.9% | Reduced |
| Two Sigma Advisers, LP | 676,725 | $69.6M | 0.14% | +461,770+214.8% | Added |
| Nuveen, LLC | 682,565 | $70.2M | 0.02% | −45,213−6.2% | Reduced |
| Royal Bank of Canada | 768,590 | $79.0M | 0.01% | −202,073−20.8% | Reduced |
| Millennium Management LLC | 802,842 | $82.5M | 0.06% | −2,535−0.3% | Reduced |
| Envestnet Asset Management Inc | 893,943 | $91.9M | 0.03% | −260,949−22.6% | Reduced |
| Freestone Grove Partners LP | 933,278 | $95.9M | 0.69% | +933,278 | New |
| UBS Asset Management Americas Inc | 941,234 | $96.8M | 0.02% | −33,729−3.5% | Reduced |
| D. E. Shaw & Co., Inc. | 980,875 | $100.8M | 0.08% | +955,679+3,793.0% | Added |
| UBS Group AG | 1,023,837 | $105.3M | 0.02% | +45,146+4.6% | Added |
| Bank of New York Mellon Corp | 1,071,357 | $110.1M | 0.02% | −112,943−9.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,100,812 | $113.2M | 0.07% | −157,075−12.5% | Reduced |
| Squarepoint Ops LLC | 1,254,307 | $128.9M | 0.26% | +288,026+29.8% | Added |
| Wells Fargo & Company | 1,258,074 | $129.3M | 0.03% | −298,667−19.2% | Reduced |
| Neuberger Berman Group LLC | 1,275,386 | $131.1M | 0.10% | −527,441−29.3% | Reduced |
| Legal & General Group Plc | 1,278,892 | $131.5M | 0.03% | −67,044−5.0% | Reduced |
| Jane Street Group, LLC | 1,490,958 | $153.3M | 0.18% | +1,178,761+377.6% | Added |
| Two Sigma Investments, LP | 1,536,279 | $157.9M | 0.24% | +1,330,778+647.6% | Added |
| First Trust Advisors LP | 1,685,831 | $173.3M | 0.13% | −399,679−19.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,686,414 | $173.4M | 0.58% | −3,046,240−64.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,721,132 | $176.9M | 0.03% | +2,610+0.2% | Added |
| Goldman Sachs Group Inc | 1,725,158 | $177.3M | 0.03% | −956,546−35.7% | Reduced |
| Smead Capital Management, Inc. | 1,822,291 | $187.3M | 3.89% | −126,558−6.5% | Reduced |
| Kempen Capital Management N.V. | 1,963,373 | $201.8M | 1.73% | +934,856+90.9% | Added |
| Invesco Ltd. | 2,118,574 | $217.8M | 0.02% | +107,389+5.3% | Added |
| Janus Henderson Group PLC | 2,127,225 | $218.7M | 0.10% | +228,247+12.0% | Added |
| Dimensional Fund Advisors LP | 2,283,503 | $234.8M | 0.05% | −202,822−8.2% | Reduced |
| Brave Warrior Advisors, LLC | 2,411,414 | $247.9M | 5.81% | +405,908+20.2% | Added |
| Bank of America Corp | 2,496,452 | $256.6M | 0.02% | −448,510−15.2% | Reduced |
| Norges Bank | 2,623,469 | $269.7M | 0.03% | +2,623,469 | New |
| Northern Trust Corp | 2,705,866 | $278.2M | 0.04% | +357,069+15.2% | Added |
| JPMorgan Chase & Co | 2,917,951 | $300.0M | 0.02% | −2,719,284−48.2% | Reduced |
| FMR LLC | 3,212,459 | $330.2M | 0.02% | −2,774,753−46.3% | Reduced |
| ACR Alpine Capital Research, LLC | 3,215,072 | $330.5M | 5.15% | +335,041+11.6% | Added |
| Capital World Investors | 3,263,338 | $335.5M | 0.05% | +5,066+0.2% | Added |
| Principal Financial Group Inc | 3,393,230 | $348.8M | 0.18% | −101,180−2.9% | Reduced |
| Morgan Stanley | 3,762,980 | $386.8M | 0.02% | −586,717−13.5% | Reduced |
| Geode Capital Management, LLC | 5,621,682 | $575.7M | 0.04% | −315,736−5.3% | Reduced |
| Manufacturers Life Insurance Company, The | 6,089,621 | $626.0M | 0.51% | −457,855−7.0% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 7,050,950 | $724.8M | 0.26% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 8,725,950 | $897.0M | 1.80% | −416,576−4.6% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,094,147 | $1.04B | 16.82% | +440,753+4.6% | Added |
| State Street Corp | 10,104,819 | $1.04B | 0.03% | −399,117−3.8% | Reduced |
| Eagle Capital Management LLC | 10,986,212 | $1.13B | 3.52% | +1,531,169+16.2% | Added |
| BlackRock, Inc. | 18,086,692 | $1.86B | 0.03% | −3,102,893−14.6% | Reduced |
| Vanguard Group Inc | 24,497,589 | $2.52B | 0.04% | −1,157,516−4.5% | Reduced |
| Daytona Street Capital LLC | 990 | – | – | +990 | New |
| Eminence Capital, LP | 0 | $0 | 0.00% | −993,224−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −279,424−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −222,130−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −217,489−100.0% | Sold out |
| Slate Path Capital LP | 0 | $0 | 0.00% | −124,102−100.0% | Sold out |
| Payden & Rygel | 0 | $0 | 0.00% | −82,900−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −75,858−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −53,559−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −49,739−100.0% | Sold out |
| Arrow Capital Pty Ltd | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −40,287−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −30,288−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −30,261−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −30,230−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −25,673−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −24,139−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −23,124−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −20,550−100.0% | Sold out |
| Freedom Day Solutions, LLC | 0 | $0 | 0.00% | −18,629−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −18,546−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −18,393−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −14,869−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −14,720−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −13,401−100.0% | Sold out |
| Credit Industriel Et Commercial | 0 | $0 | 0.00% | −11,477−100.0% | Sold out |
| Mint Tower Capital Management B.V. | 0 | $0 | 0.00% | −10,875−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −10,721−100.0% | Sold out |
| Delphi Management Inc | 0 | $0 | 0.00% | −10,605−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −10,121−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −10,001−100.0% | Sold out |