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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 75,723 | $7.78M | 0.01% | −4,695−5.8% | Reduced |
| Handelsbanken Fonder AB | 76,460 | $7.86M | 0.02% | −36,157−32.1% | Reduced |
| State of Michigan Retirement System | 77,115 | $7.93M | 0.04% | −4,300−5.3% | Reduced |
| Lyell Wealth Management, LP | 78,699 | $8.09M | 0.59% | −8,563−9.8% | Reduced |
| KLP Kapitalforvaltning AS | 80,194 | $8.24M | 0.03% | −1,800−2.2% | Reduced |
| Nisa Investment Advisors, LLC | 82,086 | $8.44M | 0.03% | +3,597+4.6% | Added |
| Wellington Management Group LLP | 82,615 | $8.49M | 0.00% | −1,180,609−93.5% | Reduced |
| Havemeyer Place LP | 83,309 | $8.56M | 1.69% | +83,309 | New |
| Nomura Asset Management Co Ltd | 84,839 | $8.72M | 0.02% | −4,700−5.2% | Reduced |
| Parkwood LLC | 85,719 | $8.81M | 0.75% | +16,800+24.4% | Added |
| Swedbank AB | 86,091 | $8.85M | 0.01% | −11,470−11.8% | Reduced |
| Cerity Partners LLC | 86,353 | $8.88M | 0.01% | −2,124−2.4% | Reduced |
| American Assets Investment Management, LLC | 86,370 | $8.88M | 0.61% | 00.0% | Unchanged |
| Stifel Financial Corp | 86,837 | $8.93M | 0.01% | −11,714−11.9% | Reduced |
| Brandywine Global Investment Management, LLC | 87,008 | $8.94M | 0.06% | −1,261−1.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 85,977 | $8.98M | 0.01% | −21,747−20.2% | Reduced |
| Horiko Capital Management LLC | 87,549 | $9.02M | 1.99% | −7,708−8.1% | Reduced |
| Basswood Capital Management, L.L.C. | 88,267 | $9.07M | 0.40% | −17,784−16.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 88,603 | $9.11M | 0.02% | −104,434−54.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 89,372 | $9.19M | 0.06% | −828−0.9% | Reduced |
| Treasurer of the State of North Carolina | 89,640 | $9.21M | 0.03% | −11,004−10.9% | Reduced |
| Asset Management One Co.,Ltd. | 89,844 | $9.34M | 0.03% | −6,324−6.6% | Reduced |
| Mariner, LLC | 91,230 | $9.38M | 0.01% | −2,900−3.1% | Reduced |
| Miller Investment Management, LP | 96,724 | $9.94M | 0.97% | −4,079−4.0% | Reduced |
| Carmel Capital Partners, LLC | 99,944 | $10.3M | 3.61% | −20.0% | Reduced |
| TD Asset Management Inc | 100,378 | $10.3M | 0.01% | −5,798−5.5% | Reduced |
| Mercer Global Advisors Inc | 82,226 | $10.7M | 0.02% | +19,900+31.9% | Added |
| Atria Investments LLC | 108,223 | $11.1M | 0.13% | −2,582−2.3% | Reduced |
| Coronation Fund Managers Ltd. | 109,220 | $11.2M | 0.50% | −3,129−2.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 109,643 | $11.3M | 0.03% | −6,518−5.6% | Reduced |
| ADAPT Investment Managers SA | 114,143 | $11.7M | 2.37% | +114,143 | New |
| MUFG Securities EMEA plc | 114,245 | $11.7M | 0.14% | +109,889+2,522.7% | Added |
| PFA Pension, Forsikringsaktieselskab | 115,109 | $12.0M | 0.03% | +115,109 | New |
| Oakcliff Capital Partners, LP | 118,000 | $12.1M | 5.20% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 120,830 | $12.4M | 0.02% | −6,500−5.1% | Reduced |
| Mackenzie Financial Corp | 123,032 | $12.8M | 0.02% | −2,291−1.8% | Reduced |
| Korea Investment CORP | 124,729 | $12.8M | 0.03% | −27,527−18.1% | Reduced |
| Woodline Partners LP | 125,072 | $12.9M | 0.05% | +125,072 | New |
| Federation des caisses Desjardins du Quebec | 125,129 | $12.9M | 0.05% | +2,214+1.8% | Added |
| Fideuram Asset Management (Ireland) dac | 99,719 | $12.9M | 1.03% | +99,719 | New |
| Prudential Financial Inc | 129,944 | $13.4M | 0.02% | +1,091+0.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 130,220 | $13.4M | 0.09% | +6,994+5.7% | Added |
| Natixis Advisors, L.P. | 132,013 | $13.6M | 0.02% | −6,277−4.5% | Reduced |
| Great West Life Assurance Co | 132,352 | $13.6M | 0.02% | −24,119−15.4% | Reduced |
| Verition Fund Management LLC | 132,400 | $13.6M | 0.07% | +91,699+225.3% | Added |
| Schonfeld Strategic Advisors LLC | 132,618 | $13.6M | 0.07% | −9,261−6.5% | Reduced |
| Factory Mutual Insurance Co | 136,750 | $14.1M | 0.14% | −2,750−2.0% | Reduced |
| National Bank of Canada | 142,115 | $14.6M | 0.01% | −314−0.2% | Reduced |
| Armistice Capital, LLC | 151,295 | $15.6M | 0.38% | +72,746+92.6% | Added |
| Argosy-Lionbridge Management, LLC | 155,420 | $16.0M | 10.11% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 158,812 | $16.3M | 0.49% | −153,488−49.1% | Reduced |
| LPL Financial LLC | 162,743 | $16.7M | 0.00% | −13,524−7.7% | Reduced |
| Bank of Montreal | 163,638 | $16.8M | 0.01% | −4,462−2.7% | Reduced |
| US Bancorp | 164,794 | $16.9M | 0.02% | −3,308−2.0% | Reduced |
| ExodusPoint Capital Management, LP | 167,385 | $17.2M | 0.19% | +74,101+79.4% | Added |
| Sterling Capital Management LLC | 167,503 | $17.2M | 0.28% | −22,869−12.0% | Reduced |
| Aviva PLC | 169,717 | $17.4M | 0.03% | +8,883+5.5% | Added |
| Jump Financial, LLC | 178,866 | $18.4M | 0.23% | +83,375+87.3% | Added |
| The PNC Financial Services Group, Inc. | 182,228 | $18.7M | 0.01% | −1,243−0.7% | Reduced |
| HRT Financial LP | 184,391 | $19.0M | 0.06% | −431,509−70.1% | Reduced |
| Todd Asset Management LLC | 192,542 | $19.8M | 0.39% | −16,682−8.0% | Reduced |
| DekaBank Deutsche Girozentrale | 116,856 | $19.9M | 0.04% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 194,817 | $20.0M | 0.03% | +87,600+81.7% | Added |
| AustralianSuper Pty Ltd | 198,353 | $20.4M | 0.09% | +1,546+0.8% | Added |
| Edgemoor Investment Advisors, Inc. | 201,582 | $20.7M | 1.61% | −921−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 196,300 | $20.9M | 0.03% | −26,270−11.8% | Reduced |
| State Board of Administration of Florida Retirement System | 203,292 | $20.9M | 0.04% | −22,032−9.8% | Reduced |
| CBOE Vest Financial, LLC | 204,222 | $21.0M | 0.27% | −54,075−20.9% | Reduced |
| Marshall Wace, LLP | 205,837 | $21.2M | 0.02% | +68,126+49.5% | Added |
| State of Wisconsin Investment Board | 206,302 | $21.2M | 0.05% | +48,316+30.6% | Added |
| New York State Teachers Retirement System | 206,824 | $21.3M | 0.04% | −5,143−2.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 210,775 | $21.7M | 0.16% | −63,398−23.1% | Reduced |
| Spears Abacus Advisors LLC | 222,232 | $22.8M | 0.43% | −2,952−1.3% | Reduced |
| Pacific Heights Asset Management LLC | 225,000 | $23.1M | 0.87% | +50,000+28.6% | Added |
| Sapient Capital LLC | 224,617 | $23.3M | 0.33% | −208−0.1% | Reduced |
| Quantinno Capital Management LP | 230,461 | $23.7M | 0.05% | +17,977+8.5% | Added |
| Capital Fund Management S.A. | 238,136 | $24.5M | 0.23% | +238,136 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 239,163 | $24.6M | 0.06% | +13,985+6.2% | Added |
| Russell Investments Group, Ltd. | 241,903 | $24.9M | 0.03% | −268,494−52.6% | Reduced |
| Truist Financial Corp | 249,744 | $25.7M | 0.03% | −4,117−1.6% | Reduced |
| Alliancebernstein L.P. | 251,396 | $25.8M | 0.01% | −32,866−11.6% | Reduced |
| Salem Investment Counselors Inc | 261,972 | $26.9M | 0.76% | −4,107−1.5% | Reduced |
| Ameriprise Financial Inc | 263,484 | $27.1M | 0.01% | −120,127−31.3% | Reduced |
| Pictet Asset Management Holding SA | 273,798 | $28.2M | 0.03% | +34,199+14.3% | Added |
| Franklin Resources Inc | 275,950 | $28.4M | 0.01% | +138,522+100.8% | Added |
| AE Wealth Management LLC | 278,207 | $28.6M | 0.16% | +261,337+1,549.1% | Added |
| Caisse de Depot Et Placement du Quebec | 285,067 | $29.3M | 0.05% | −270,238−48.7% | Reduced |
| Victory Capital Management Inc | 287,804 | $29.6M | 0.02% | +44,805+18.4% | Added |
| Berkshire Asset Management LLC | 302,496 | $31.1M | 1.36% | −1,502−0.5% | Reduced |
| California Public Employees Retirement System | 306,251 | $31.5M | 0.02% | −272,676−47.1% | Reduced |
| Price T Rowe Associates Inc | 327,267 | $33.6M | 0.00% | −16,792−4.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 329,761 | $33.9M | 0.09% | +164,192+99.2% | Added |
| TCW Group Inc | 332,657 | $34.2M | 0.24% | −373,216−52.9% | Reduced |
| California State Teachers Retirement System | 334,703 | $34.4M | 0.03% | −45,160−11.9% | Reduced |
| Antipodes Partners Ltd | 335,039 | $34.4M | 0.72% | +28,317+9.2% | Added |
| Tudor Investment Corp Et Al | 345,372 | $35.5M | 0.19% | +345,372 | New |
| Assetmark, Inc | 346,662 | $35.6M | 0.07% | −10,279−2.9% | Reduced |
| Clearbridge Investments, LLC | 362,982 | $37.3M | 0.03% | −580,809−61.5% | Reduced |
| Rafferty Asset Management, LLC | 370,307 | $38.1M | 0.13% | +6,442+1.8% | Added |
| Qube Research & Technologies Ltd | 371,095 | $38.1M | 0.05% | +371,095 | New |