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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, 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.

Institutional holdersQ4 2025: 968 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 heldQ4 2025: $21.1B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q3 2025.

Institutions holding LEN in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Sowell Financial Services LLC7,752$796.9K0.03%+314+4.2%Added
First Manhattan Co7,820$803.9K0.00%−1,116−12.5%Reduced
Savant Capital, LLC7,844$806.4K0.00%−1,409−15.2%Reduced
Allworth Financial LP7,880$810.1K0.00%−1,586−16.8%Reduced
YHB Investment Advisors, Inc.8,001$822.5K0.06%+1,001+14.3%Added
Northwestern Mutual Wealth Management Co8,027$825.2K0.00%−291−3.5%Reduced
Horizon Investments, LLC8,333$856.6K0.01%−1,688−16.8%Reduced
Tokio Marine Asset Management Co Ltd8,343$857.7K0.03%+624+8.1%Added
Oak Thistle LLC8,344$857.8K0.12%+8,344New
Quantitative Investment Management, LLC8,509$874.0K0.08%+8,509New
LMR Partners LLP8,516$875.4K0.01%−36,769−81.2%Reduced
Healthcare of Ontario Pension Plan Trust Fund8,529$876.8K0.00%−190,481−95.7%Reduced
Level Four Advisory Services, LLC8,618$885.9K0.03%+59+0.7%Added
Canada Pension Plan Investment Board8,653$889.5K0.00%−31,278−78.3%Reduced
Empirical Finance, LLC8,661$890.4K0.04%−380−4.2%Reduced
Great Lakes Advisors, LLC8,839$908.6K0.01%−428−4.6%Reduced
HB Wealth Management, LLC8,867$911.6K0.01%+241+2.8%Added
CIBC World Markets Inc.9,007$925.9K0.00%−120,480−93.0%Reduced
Foster & Motley Inc9,033$929.0K0.05%−5,148−36.3%Reduced
SeaBridge Investment Advisors LLC9,075$932.9K0.15%−147−1.6%Reduced
Live Oak Private Wealth LLC9,139$939.5K0.13%+9,139New
ClearAlpha Technologies LP9,147$940.3K2.69%+9,147New
Tema ETFs LLC9,184$944.1K0.07%−24−0.3%Reduced
AG2R la Mondiale Gestion D'Actifs9,197$945.5K0.04%−247−2.6%Reduced
Institute for Wealth Management, LLC.9,228$948.6K0.10%−208−2.2%Reduced
Skopos Labs, Inc.9,138$949.6K0.04%+4,428+94.0%Added
Steward Partners Investment Advisory, LLC9,328$959.0K0.01%−472−4.8%Reduced
Neo Ivy Capital Management9,415$967.9K0.15%+8,551+989.7%Added
United Capital Financial Advisers, LLC9,426$968.9K0.01%−1,014−9.7%Reduced
Envestnet Portfolio Solutions, Inc.9,484$975.0K0.00%+321+3.5%Added
Heritage Trust Co9,577$984.5K0.10%−83−0.9%Reduced
Valeo Financial Advisors, LLC9,584$985.2K0.02%−113−1.2%Reduced
Arkadios Wealth Advisors9,632$990.1K0.02%+2,322+31.8%Added
Laird Norton Trust Company, LLC9,715$998.7K0.02%+9,715New
KCM Investment Advisors LLC9,754$1.00M0.03%−665−6.4%Reduced
Vontobel Holding Ltd.9,804$1.01M0.00%+1,360+16.1%Added
Hilltop Partners LLC9,909$1.02M0.26%+1,771+21.8%Added
Toroso Investments, LLC9,977$1.03M0.00%−1,657−14.2%Reduced
Waterloo Capital, L.P.9,993$1.03M0.07%+1,230+14.0%Added
VCI Wealth Management LLC9,996$1.03M0.29%+9,996New
Apollon Wealth Management, LLC10,144$1.04M0.02%−266−2.6%Reduced
Camelot Portfolios, LLC10,144$1.04M0.65%+10,144New
Aigen Investment Management, LP10,241$1.05M0.24%+10,241New
Crestwood Advisors Group LLC10,295$1.06M0.02%−24−0.2%Reduced
Bessemer Group Inc10,390$1.07M0.00%−370−3.4%Reduced
Sacks & Associates, LLC10,380$1.07M0.78%+10,380New
Commerzbank Aktiengesellschaft10,411$1.07M0.02%+8,559+462.1%Added
Park Avenue Securities LLC10,445$1.07M0.01%−1,524−12.7%Reduced
Fifth Third Bancorp10,483$1.08M0.00%−171−1.6%Reduced
Maryland State Retirement & Pension System10,494$1.08M0.02%−500−4.5%Reduced
TD Waterhouse Canada Inc.10,506$1.08M0.01%−331−3.1%Reduced
New Mexico Educational Retirement Board10,560$1.09M0.03%+100+1.0%Added
Accurate Wealth Management, LLC9,144$1.09M0.14%+1,870+25.7%Added
CAPROCK Group, Inc.10,637$1.09M0.02%−3,942−27.0%Reduced
Aster Capital Management (DIFC) Ltd10,799$1.11M0.49%+10,542+4,101.9%Added
Louisiana State Employees Retirement System11,000$1.13M0.02%−900−7.6%Reduced
Marathon Trading Investment Management LLC11,000$1.13M0.14%+11,000New
Citizens Financial Group Inc11,022$1.13M0.02%+424+4.0%Added
Ascent Group, LLC11,097$1.14M0.04%+380+3.5%Added
Sava Infond d.o.o.11,150$1.15M0.15%−1,500−11.9%Reduced
Dai-Ichi Life Insurance Company, Ltd11,162$1.15M0.03%−5,982−34.9%Reduced
Tevis Investment Management9,169$1.16M0.70%00.0%Unchanged
Capitolis Liquid Global Markets LLC11,300$1.16M0.01%+11,300New
Lakewood Asset Management LLC11,416$1.17M0.69%+282+2.5%Added
Gulf International Bank (UK) Ltd11,559$1.19M0.04%00.0%Unchanged
Vise Technologies, Inc.11,672$1.20M0.02%−269−2.3%Reduced
Pinnacle Financial Partners, Inc.11,697$1.20M0.01%+11,697New
Confluence Wealth Services, Inc.11,718$1.20M0.05%+638+5.8%Added
Secured Retirement Advisors, LLC11,854$1.22M0.68%+831+7.5%Added
Portfolio Design Labs, LLC11,868$1.22M0.20%+582+5.2%Added
ING Groep NV11,883$1.22M0.01%+11,883New
Holderness Investments Co11,889$1.22M0.25%00.0%Unchanged
Fulcrum Asset Management LLP11,790$1.22M0.34%−342−2.8%Reduced
Gotham Asset Management, LLC12,250$1.26M0.00%+6,825+125.8%Added
Norinchukin Bank, The12,323$1.27M0.01%−38−0.3%Reduced
Third View Private Wealth, LLC12,344$1.27M0.17%+12,344New
Hartford Investment Management Co12,419$1.28M0.04%−676−5.2%Reduced
Mengis Capital Management, Inc.12,424$1.28M0.23%00.0%Unchanged
EP Wealth Advisors, LLC12,486$1.28M0.01%+12,486New
Sendero Wealth Management, LLC12,491$1.28M0.14%+2,302+22.6%Added
Gamco Investors, Inc. Et Al12,527$1.29M0.01%−26,281−67.7%Reduced
Beech Hill Advisors, Inc.12,619$1.30M0.62%+1,176+10.3%Added
Cornercap Investment Counsel Inc12,663$1.30M0.64%−172−1.3%Reduced
Palumbo Wealth Management LLC12,861$1.32M0.33%−7,876−38.0%Reduced
Lido Advisors, LLC10,635$1.32M0.01%+481+4.7%Added
Sage Investment Counsel LLC13,029$1.34M1.47%−589−4.3%Reduced
New Age Alpha Advisors, LLC13,186$1.36M0.06%−327−2.4%Reduced
Hennion & Walsh Asset Management, Inc.13,382$1.38M0.05%−705−5.0%Reduced
Abacus Planning Group, Inc.13,384$1.38M0.18%+230+1.7%Added
17 Capital Partners, LLC13,434$1.38M0.72%00.0%Unchanged
Voloridge Investment Management, LLC13,468$1.38M0.00%+13,468New
Captrust Financial Advisors13,477$1.39M0.00%+1,611+13.6%Added
Allspring Global Investments Holdings, LLC13,378$1.39M0.00%−546−3.9%Reduced
Sequoia Financial Advisors, LLC13,595$1.40M0.01%+2,283+20.2%Added
London & Capital Asset Management Ltd13,800$1.42M0.01%+13,800New
Twin Capital Management Inc13,924$1.43M0.18%−5,322−27.7%Reduced
Kentucky Retirement Systems14,054$1.44M0.04%00.0%Unchanged
Investment Management Corp of Ontario14,297$1.47M0.02%+3,630+34.0%Added
Sierra Summit Advisors LLC14,304$1.47M0.23%+280+2.0%Added
Commerce Bank14,359$1.48M0.01%+29+0.2%Added