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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
Castlefield Investment Partners LLP31,465$3.23M2.49%+31,465New
Police & Firemen's Retirement System of New Jersey31,502$3.24M0.03%−4,049−11.4%Reduced
Catherine Avery Investment Management LLC31,545$3.24M1.94%+3,702+13.3%Added
Illinois Municipal Retirement Fund32,453$3.34M0.04%−6,088−15.8%Reduced
Pathstone Holdings, LLC33,351$3.43M0.01%+519+1.6%Added
XTX Topco Ltd34,868$3.58M0.09%+26,120+298.6%Added
Merited Wealth, LLC34,900$3.59M3.33%+34,900New
Lighthouse Investment Partners, LLC35,153$3.61M0.12%−19,690−35.9%Reduced
Howard Capital Management Inc.35,273$3.63M0.05%+3,073+9.5%Added
Sophron Capital Management L.P.35,436$3.64M1.17%−40,397−53.3%Reduced
Daiwa Securities Group Inc.35,435$3.64M0.01%−4,275−10.8%Reduced
Integrated Wealth Concepts LLC35,908$3.69M0.04%+6,834+23.5%Added
Utah Retirement Systems35,991$3.70M0.04%−989−2.7%Reduced
Butensky & Cohen Financial Security, Inc36,087$3.71M1.00%+2,333+6.9%Added
NEOS Investment Management LLC36,117$3.71M0.02%+4,932+15.8%Added
Allianz Asset Management GmbH36,142$3.72M0.00%−59,669−62.3%Reduced
Winton Group Ltd36,375$3.74M0.13%+36,375New
JustInvest LLC36,660$3.77M0.04%−2,405−6.2%Reduced
Comerica Bank37,189$3.82M0.02%−7,615−17.0%Reduced
Concurrent Investment Advisors, LLC37,384$3.84M0.04%+26,682+249.3%Added
Jacobs Levy Equity Management, Inc37,429$3.85M0.01%−311,715−89.3%Reduced
Unison Advisors LLC37,661$3.87M0.34%+148+0.4%Added
British Columbia Investment Management Corp37,664$3.87M0.02%+4,947+15.1%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund37,682$3.87M0.03%−23,719−38.6%Reduced
Forsta Ap-Fonden37,747$3.88M0.02%−4,053−9.7%Reduced
Quantbot Technologies LP37,962$3.90M0.13%+37,962New
IFM Investors Pty Ltd38,100$3.92M0.03%−4,135−9.8%Reduced
Manning & Napier Advisors LLC37,783$3.93M0.05%+881+2.4%Added
ProShare Advisors LLC39,670$4.08M0.01%+1,179+3.1%Added
Davenport & Co LLC40,306$4.14M0.02%−1,665−4.0%Reduced
PensionDanmark Pensionsforsikringsaktieselskab40,380$4.15M0.04%+40,380New
B. Metzler seel. Sohn & Co. AG40,657$4.18M0.04%−3,021−6.9%Reduced
Wealthfront Advisers LLC40,955$4.21M0.01%−17,343−29.7%Reduced
DnB Asset Management AS41,543$4.27M0.01%−69−0.2%Reduced
Amalgamated Bank42,421$4.36M0.03%−563−1.3%Reduced
Cutler Investment Counsel LLC42,464$4.37M0.45%+15,802+59.3%Added
Skandinaviska Enskilda Banken AB (publ)43,215$4.44M0.02%−504−1.2%Reduced
State of Alaska, Department of Revenue44,314$4.55M0.05%−2,935−6.2%Reduced
Voya Investment Management LLC44,407$4.57M0.00%−4,800−9.8%Reduced
Abn Amro Investment Solutions44,700$4.60M0.07%−5,500−11.0%Reduced
USS Investment Management Ltd45,578$4.69M0.02%+3,049+7.2%Added
Badgley Phelps Wealth Managers, LLC45,625$4.69M0.09%−18,606−29.0%Reduced
Balyasny Asset Management LLC45,731$4.70M0.01%+56+0.1%Added
Retirement Systems of Alabama45,898$4.72M0.02%−2,654−5.5%Reduced
Advisor Group Holdings, Inc.45,997$4.73M0.01%−26,453−36.5%Reduced
CIBC World Markets Corp46,322$4.76M0.02%+46,322New
Flputnam Investment Management Co46,484$4.78M0.07%+26,592+133.7%Added
KWMG, LLC46,672$4.80M0.41%+2,375+5.4%Added
Janney Montgomery Scott LLC47,120$4.84M0.01%−69,788−59.7%Reduced
Robeco Institutional Asset Management B.V.47,128$4.84M0.01%−36,163−43.4%Reduced
Lansforsakringar Fondforvaltning AB (publ)49,017$5.04M0.02%−78−0.2%Reduced
Boston Partners49,284$5.07M0.01%+4,521+10.1%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys50,186$5.16M0.03%−4,470−8.2%Reduced
Turtle Creek Wealth Advisors, LLC50,546$5.20M0.41%−3,677−6.8%Reduced
CIBC Asset Management Inc51,149$5.26M0.01%+18,499+56.7%Added
MetLife Investment Management51,544$5.30M0.03%−4,862−8.6%Reduced
Advisors Capital Management, LLC52,894$5.44M0.06%+6,189+13.3%Added
Qsemble Capital Management, LP53,003$5.45M0.45%+53,003New
Mirae Asset Global Investments Co., Ltd.53,491$5.50M0.02%+7,480+16.3%Added
Triveni Capital Investments LP53,492$5.50M4.10%+53,492New
Zurcher Kantonalbank (Zurich Cantonalbank)53,586$5.51M0.01%−3,570−6.2%Reduced
Legacy Trust53,795$5.53M1.03%+3,115+6.1%Added
Man Group plc54,700$5.62M0.01%+54,700New
O'Shaughnessy Asset Management, LLC55,726$5.73M0.03%−3,472−5.9%Reduced
Tower Bridge Advisors56,122$5.77M0.58%−2,303−3.9%Reduced
Czech National Bank56,892$5.85M0.04%−915−1.6%Reduced
Arizona State Retirement System58,466$6.01M0.03%−8,744−13.0%Reduced
Shufro Rose & Co LLC59,599$6.13M0.41%+2,229+3.9%Added
Cresset Asset Management, LLC60,016$6.17M0.03%+1,764+3.0%Added
M&T Bank Corp60,281$6.20M0.02%+1,010+1.7%Added
NewEdge Wealth, LLC60,602$6.23M0.07%−7,383−10.9%Reduced
State of New Jersey Common Pension Fund D60,886$6.26M0.02%−5,731−8.6%Reduced
JGP Wealth Management, LLC61,122$6.28M0.65%+2,360+4.0%Added
Element Capital Management LLC62,620$6.44M3.33%+62,620New
KBC Group NV62,689$6.45M0.01%+15,998+34.3%Added
Creative Planning63,184$6.50M0.00%+22,651+55.9%Added
First Washington CORP63,985$6.58M1.70%−233−0.4%Reduced
Stockman Wealth Management, Inc.64,719$6.65M0.77%+1,743+2.8%Added
683 Capital Management, LLC65,500$6.73M0.56%−13,500−17.1%Reduced
Montgomery Investment Management Inc66,788$6.87M2.47%−736−1.1%Reduced
Palmer Knight Co67,246$6.91M3.63%−96−0.1%Reduced
Knights of Columbus Asset Advisors LLC67,880$6.98M0.40%+10,502+18.3%Added
Glenmede Trust Co NA68,296$7.02M0.03%+68,296New
Omers Administration Corp68,376$7.03M0.05%00.0%Unchanged
CI Private Wealth, LLC68,662$7.06M0.01%+5,899+9.4%Added
Standard Life Aberdeen plc68,936$7.09M0.01%−1,255−1.8%Reduced
State of Tennessee, Treasury Department65,168$7.13M0.02%−39,532−37.8%Reduced
Public Employees Retirement System of Ohio69,539$7.15M0.02%−2,279−3.2%Reduced
Walleye Capital LLC69,580$7.15M0.04%+51,908+293.7%Added
Lincluden Management Ltd69,917$7.19M0.61%+3,851+5.8%Added
Resona Asset Management Co.,Ltd.69,912$7.20M0.03%−9,903−12.4%Reduced
QRG Capital Management, Inc.70,221$7.22M0.08%−2,694−3.7%Reduced
Walleye Trading LLC70,775$7.28M0.12%+48,135+212.6%Added
Asset Management Advisors, LLC71,542$7.35M4.45%+16,560+30.1%Added
Toronto Dominion Bank71,581$7.36M0.01%−12,138−14.5%Reduced
Danske Bank A/S72,014$7.40M0.02%−1,200−1.6%Reduced
Cambria Investment Management, L.P.72,775$7.48M0.44%+12,647+21.0%Added
Nomura Holdings Inc75,558$7.77M0.02%+67,483+835.7%Added
Credit Agricole S A75,611$7.77M0.02%+7,365+10.8%Added
Royal London Asset Management Ltd75,648$7.78M0.02%+20,043+36.0%Added