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 |
|---|---|---|---|---|---|
| Flagship Capital Management Inc. | 14,381 | $1.48M | 1.05% | +14,381 | New |
| Pinnacle Associates Ltd | 14,406 | $1.48M | 0.02% | −116−0.8% | Reduced |
| Canandaigua National Bank & Trust Co | 14,563 | $1.50M | 0.13% | +58+0.4% | Added |
| Myriad Asset Management Advisors LLC | 14,696 | $1.51M | 0.47% | +14,696 | New |
| Bokf, NA | 14,752 | $1.52M | 0.02% | −2,031−12.1% | Reduced |
| Allstate Corp | 14,824 | $1.52M | 0.02% | +6,415+76.3% | Added |
| Colony Group, LLC | 14,837 | $1.53M | 0.00% | +10,909+277.7% | Added |
| Freemont Management S.A. | 15,000 | $1.54M | 0.30% | +15,000 | New |
| Generali Asset Management SPA SGR | 15,276 | $1.57M | 0.03% | −118−0.8% | Reduced |
| Leonteq Securities AG | 15,572 | $1.60M | 0.09% | +5,348+52.3% | Added |
| Ensign Peak Advisors, Inc | 15,779 | $1.62M | 0.00% | −40,632−72.0% | Reduced |
| Summit Trail Advisors, LLC | 15,788 | $1.62M | 0.03% | −2,681−14.5% | Reduced |
| Baird Financial Group, Inc. | 15,828 | $1.63M | 0.00% | −4,262−21.2% | Reduced |
| X-Square Capital, LLC | 15,894 | $1.63M | 0.54% | −1,471−8.5% | Reduced |
| Fishman Jay A Ltd | 16,000 | $1.64M | 0.14% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 16,036 | $1.65M | 0.02% | +11+0.1% | Added |
| Thrivent Financial for Lutherans | 16,091 | $1.65M | 0.00% | −7,074−30.5% | Reduced |
| Glenview Trust Co | 16,189 | $1.66M | 0.03% | +279+1.8% | Added |
| Macquarie Group Ltd | 16,260 | $1.67M | 0.01% | −9,628−37.2% | Reduced |
| Stiles Financial Services Inc | 16,268 | $1.67M | 0.51% | +3,468+27.1% | Added |
| SG Americas Securities, LLC | 16,813 | $1.73M | 0.00% | −20,472−54.9% | Reduced |
| Sippican Capital Advisors | 17,022 | $1.75M | 1.12% | −99−0.6% | Reduced |
| Swiss Life Asset Management Ltd | 17,143 | $1.76M | 0.01% | −19,876−53.7% | Reduced |
| Paradigm Asset Management Co LLC | 17,400 | $1.79M | 0.41% | −1,100−5.9% | Reduced |
| Clear Harbor Asset Management, LLC | 17,459 | $1.79M | 0.12% | −102−0.6% | Reduced |
| Lodestone Wealth Management LLC | 17,482 | $1.80M | 0.73% | +255+1.5% | Added |
| Baypointe Partners LLC | 17,550 | $1.80M | 3.79% | −12,450−41.5% | Reduced |
| Fox Run Management, L.L.C. | 17,720 | $1.82M | 0.28% | +17,720 | New |
| Brinker Capital Investments, LLC | 17,725 | $1.82M | 0.01% | +130+0.7% | Added |
| Twinbeech Capital LP | 17,834 | $1.83M | 0.13% | +17,834 | New |
| Legato Capital Management LLC | 18,000 | $1.85M | 0.16% | +18,000 | New |
| Clark Estates Inc | 18,025 | $1.85M | 0.45% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 18,180 | $1.87M | 0.09% | +18,180 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,109 | $1.87M | 0.00% | −82,512−82.0% | Reduced |
| Permanens Capital L.P. | 18,917 | $1.94M | 0.25% | +18,917 | New |
| AMG National Trust Bank | 19,033 | $1.96M | 0.05% | +19,033 | New |
| Fiduciary Alliance LLC | 19,247 | $1.98M | 0.13% | +3,582+22.9% | Added |
| Ally Financial Inc. | 20,000 | $2.06M | 0.25% | 00.0% | Unchanged |
| Prescott General Partners LLC | 20,000 | $2.06M | 0.15% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 15,710 | $2.06M | 0.03% | −867−5.2% | Reduced |
| Capital Investment Advisors, LLC | 20,412 | $2.10M | 0.03% | −894−4.2% | Reduced |
| Public Employees Retirement Association of Colorado | 20,542 | $2.11M | 0.01% | 00.0% | Unchanged |
| Deltroit Asset Management (UK) LLP | 20,592 | $2.12M | 0.35% | +20,592 | New |
| Avanza Fonder AB | 21,099 | $2.17M | 0.06% | −595−2.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 21,525 | $2.21M | 0.00% | −1,044−4.6% | Reduced |
| Polymer Capital Management (US) LLC | 21,552 | $2.22M | 0.29% | −1,386−6.0% | Reduced |
| Ellsworth Advisors, LLC | 18,465 | $2.26M | 0.45% | +476+2.6% | Added |
| Blair William & Co | 22,050 | $2.27M | 0.01% | +288+1.3% | Added |
| Dark Forest Capital Management LP | 22,075 | $2.27M | 0.10% | +5,003+29.3% | Added |
| Kestra Advisory Services, LLC | 22,087 | $2.27M | 0.01% | −6,150−21.8% | Reduced |
| Nordea Investment Management AB | 22,456 | $2.32M | 0.00% | −3,069−12.0% | Reduced |
| Graham Capital Management, L.P. | 22,587 | $2.32M | 0.08% | +5,318+30.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 22,579 | $2.34M | 0.01% | −11,652−34.0% | Reduced |
| Vident Advisory, LLC | 23,026 | $2.37M | 0.02% | +10,424+82.7% | Added |
| Virtu Financial LLC | 23,095 | $2.37M | 0.09% | +23,095 | New |
| Mutual of America Capital Management LLC | 23,163 | $2.38M | 0.03% | −1,504−6.1% | Reduced |
| Axq Capital, LP | 23,213 | $2.39M | 0.54% | +19,455+517.7% | Added |
| Pacer Advisors, Inc. | 23,334 | $2.40M | 0.01% | −3,429−12.8% | Reduced |
| Sanctuary Advisors, LLC | 23,451 | $2.41M | 0.01% | −2,104−8.2% | Reduced |
| TrueMark Investments, LLC | 23,474 | $2.41M | 0.46% | +1,676+7.7% | Added |
| Gateway Investment Advisers LLC | 23,487 | $2.41M | 0.02% | −333−1.4% | Reduced |
| Opal Capital LLC | 23,597 | $2.43M | 0.61% | +23,597 | New |
| Tredje AP-fonden | 24,144 | $2.48M | 0.02% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 24,256 | $2.49M | 0.40% | +1,912+8.6% | Added |
| Brevan Howard Capital Management LP | 24,455 | $2.51M | 0.05% | −35,272−59.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 24,466 | $2.52M | 0.03% | −4,707−16.1% | Reduced |
| UniSuper Management Pty Ltd | 24,594 | $2.53M | 0.02% | −1,304−5.0% | Reduced |
| Commonwealth Equity Services, LLC | 24,705 | $2.54M | 0.00% | −7,220−22.6% | Reduced |
| Oregon Public Employees Retirement Fund | 24,706 | $2.54M | 0.03% | −1,300−5.0% | Reduced |
| Alpine Fox Capital LLC | 25,000 | $2.57M | 1.73% | +25,000 | New |
| Arnhold LLC | 25,113 | $2.58M | 0.20% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 25,222 | $2.59M | 0.04% | −8,575−25.4% | Reduced |
| Tounjian Advisory Partners, LLC | 25,282 | $2.60M | 0.88% | +25,282 | New |
| Commonwealth Retirement Investments LLC | 25,426 | $2.61M | 0.84% | −64−0.3% | Reduced |
| Agf Management Ltd | 25,426 | $2.61M | 0.01% | +1,059+4.3% | Added |
| HighTower Advisors, LLC | 25,709 | $2.64M | 0.00% | −2,664−9.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,707 | $2.64M | 0.01% | −15,495−37.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 25,754 | $2.65M | 0.01% | +25,754 | New |
| OP Asset Management Ltd | 26,168 | $2.69M | 0.03% | +550+2.1% | Added |
| Rockefeller Capital Management L.P. | 26,425 | $2.72M | 0.00% | −6,915−20.7% | Reduced |
| Storebrand Asset Management AS | 26,787 | $2.75M | 0.01% | −15,338−36.4% | Reduced |
| GTS Securities LLC | 26,835 | $2.76M | 0.09% | −9,094−25.3% | Reduced |
| Abc Arbitrage SA | 26,900 | $2.77M | 0.26% | +18,519+221.0% | Added |
| United Asset Strategies, Inc. | 27,421 | $2.82M | 0.22% | +8,860+47.7% | Added |
| MML Investors Services, LLC | 27,481 | $2.83M | 0.01% | −1,113−3.9% | Reduced |
| Schroder Investment Management Group | 27,800 | $2.86M | 0.00% | −24,876−47.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,883 | $2.87M | 0.02% | −165−0.6% | Reduced |
| Nissay Asset Management Corp | 27,907 | $2.87M | 0.01% | −1,540−5.2% | Reduced |
| Public Sector Pension Investment Board | 28,396 | $2.92M | 0.01% | +8,745+44.5% | Added |
| Rakuten Investment Management, Inc. | 28,250 | $2.94M | 0.01% | +2,384+9.2% | Added |
| Ethic Inc. | 29,595 | $3.04M | 0.05% | −2,883−8.9% | Reduced |
| New York Life Investment Management LLC | 29,640 | $3.05M | 0.03% | −1,305−4.2% | Reduced |
| Xponance, Inc. | 29,752 | $3.06M | 0.02% | −439−1.5% | Reduced |
| Atlantic Union Bankshares Corp | 29,869 | $3.07M | 0.06% | −4,953−14.2% | Reduced |
| Scotia Capital Inc. | 30,070 | $3.09M | 0.01% | −8,431−21.9% | Reduced |
| Brookstone Capital Management | 30,084 | $3.09M | 0.04% | −1,915−6.0% | Reduced |
| American Trust Investment Advisors, LLC | 30,124 | $3.10M | 1.66% | −188−0.6% | Reduced |
| Yousif Capital Management, LLC | 27,135 | $3.12M | 0.03% | −2,417−8.2% | Reduced |
| Freestone Capital Holdings, LLC | 30,907 | $3.18M | 0.09% | +945+3.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 31,336 | $3.22M | 0.02% | +6,410+25.7% | Added |