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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 203,292 | $20.9M | 0.04% | −22,032−9.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 196,300 | $20.9M | 0.03% | −26,270−11.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 201,582 | $20.7M | 1.61% | −921−0.5% | Reduced |
| AustralianSuper Pty Ltd | 198,353 | $20.4M | 0.09% | +1,546+0.8% | Added |
| Adage Capital Partners GP, L.L.C. | 194,817 | $20.0M | 0.03% | +87,600+81.7% | Added |
| DekaBank Deutsche Girozentrale | 116,856 | $19.9M | 0.04% | 00.0% | Unchanged |
| Todd Asset Management LLC | 192,542 | $19.8M | 0.39% | −16,682−8.0% | Reduced |
| HRT Financial LP | 184,391 | $19.0M | 0.06% | −431,509−70.1% | Reduced |
| The PNC Financial Services Group, Inc. | 182,228 | $18.7M | 0.01% | −1,243−0.7% | Reduced |
| Jump Financial, LLC | 178,866 | $18.4M | 0.23% | +83,375+87.3% | Added |
| Aviva PLC | 169,717 | $17.4M | 0.03% | +8,883+5.5% | Added |
| Sterling Capital Management LLC | 167,503 | $17.2M | 0.28% | −22,869−12.0% | Reduced |
| ExodusPoint Capital Management, LP | 167,385 | $17.2M | 0.19% | +74,101+79.4% | Added |
| US Bancorp | 164,794 | $16.9M | 0.02% | −3,308−2.0% | Reduced |
| Bank of Montreal | 163,638 | $16.8M | 0.01% | −4,462−2.7% | Reduced |
| LPL Financial LLC | 162,743 | $16.7M | 0.00% | −13,524−7.7% | Reduced |
| Ceredex Value Advisors LLC | 158,812 | $16.3M | 0.49% | −153,488−49.1% | Reduced |
| Argosy-Lionbridge Management, LLC | 155,420 | $16.0M | 10.11% | 00.0% | Unchanged |
| Armistice Capital, LLC | 151,295 | $15.6M | 0.38% | +72,746+92.6% | Added |
| National Bank of Canada | 142,115 | $14.6M | 0.01% | −314−0.2% | Reduced |
| Factory Mutual Insurance Co | 136,750 | $14.1M | 0.14% | −2,750−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 132,618 | $13.6M | 0.07% | −9,261−6.5% | Reduced |
| Verition Fund Management LLC | 132,400 | $13.6M | 0.07% | +91,699+225.3% | Added |
| Great West Life Assurance Co | 132,352 | $13.6M | 0.02% | −24,119−15.4% | Reduced |
| Natixis Advisors, L.P. | 132,013 | $13.6M | 0.02% | −6,277−4.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 130,220 | $13.4M | 0.09% | +6,994+5.7% | Added |
| Prudential Financial Inc | 129,944 | $13.4M | 0.02% | +1,091+0.8% | Added |
| Fideuram Asset Management (Ireland) dac | 99,719 | $12.9M | 1.03% | +99,719 | New |
| Federation des caisses Desjardins du Quebec | 125,129 | $12.9M | 0.05% | +2,214+1.8% | Added |
| Woodline Partners LP | 125,072 | $12.9M | 0.05% | +125,072 | New |
| Korea Investment CORP | 124,729 | $12.8M | 0.03% | −27,527−18.1% | Reduced |
| Mackenzie Financial Corp | 123,032 | $12.8M | 0.02% | −2,291−1.8% | Reduced |
| New York State Common Retirement Fund | 120,830 | $12.4M | 0.02% | −6,500−5.1% | Reduced |
| Oakcliff Capital Partners, LP | 118,000 | $12.1M | 5.20% | 00.0% | Unchanged |
| PFA Pension, Forsikringsaktieselskab | 115,109 | $12.0M | 0.03% | +115,109 | New |
| MUFG Securities EMEA plc | 114,245 | $11.7M | 0.14% | +109,889+2,522.7% | Added |
| ADAPT Investment Managers SA | 114,143 | $11.7M | 2.37% | +114,143 | New |
| Chevy Chase Trust Holdings, Inc. | 109,643 | $11.3M | 0.03% | −6,518−5.6% | Reduced |
| Coronation Fund Managers Ltd. | 109,220 | $11.2M | 0.50% | −3,129−2.8% | Reduced |
| Atria Investments LLC | 108,223 | $11.1M | 0.13% | −2,582−2.3% | Reduced |
| Mercer Global Advisors Inc | 82,226 | $10.7M | 0.02% | +19,900+31.9% | Added |
| TD Asset Management Inc | 100,378 | $10.3M | 0.01% | −5,798−5.5% | Reduced |
| Carmel Capital Partners, LLC | 99,944 | $10.3M | 3.61% | −20.0% | Reduced |
| Miller Investment Management, LP | 96,724 | $9.94M | 0.97% | −4,079−4.0% | Reduced |
| Mariner, LLC | 91,230 | $9.38M | 0.01% | −2,900−3.1% | Reduced |
| Asset Management One Co.,Ltd. | 89,844 | $9.34M | 0.03% | −6,324−6.6% | Reduced |
| Treasurer of the State of North Carolina | 89,640 | $9.21M | 0.03% | −11,004−10.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 89,372 | $9.19M | 0.06% | −828−0.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 88,603 | $9.11M | 0.02% | −104,434−54.1% | Reduced |
| Basswood Capital Management, L.L.C. | 88,267 | $9.07M | 0.40% | −17,784−16.8% | Reduced |
| Horiko Capital Management LLC | 87,549 | $9.02M | 1.99% | −7,708−8.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 85,977 | $8.98M | 0.01% | −21,747−20.2% | Reduced |
| Brandywine Global Investment Management, LLC | 87,008 | $8.94M | 0.06% | −1,261−1.4% | Reduced |
| Stifel Financial Corp | 86,837 | $8.93M | 0.01% | −11,714−11.9% | Reduced |
| American Assets Investment Management, LLC | 86,370 | $8.88M | 0.61% | 00.0% | Unchanged |
| Cerity Partners LLC | 86,353 | $8.88M | 0.01% | −2,124−2.4% | Reduced |
| Swedbank AB | 86,091 | $8.85M | 0.01% | −11,470−11.8% | Reduced |
| Parkwood LLC | 85,719 | $8.81M | 0.75% | +16,800+24.4% | Added |
| Nomura Asset Management Co Ltd | 84,839 | $8.72M | 0.02% | −4,700−5.2% | Reduced |
| Havemeyer Place LP | 83,309 | $8.56M | 1.69% | +83,309 | New |
| Wellington Management Group LLP | 82,615 | $8.49M | 0.00% | −1,180,609−93.5% | Reduced |
| Nisa Investment Advisors, LLC | 82,086 | $8.44M | 0.03% | +3,597+4.6% | Added |
| KLP Kapitalforvaltning AS | 80,194 | $8.24M | 0.03% | −1,800−2.2% | Reduced |
| Lyell Wealth Management, LP | 78,699 | $8.09M | 0.59% | −8,563−9.8% | Reduced |
| State of Michigan Retirement System | 77,115 | $7.93M | 0.04% | −4,300−5.3% | Reduced |
| Handelsbanken Fonder AB | 76,460 | $7.86M | 0.02% | −36,157−32.1% | Reduced |
| Cetera Investment Advisers | 75,723 | $7.78M | 0.01% | −4,695−5.8% | Reduced |
| Royal London Asset Management Ltd | 75,648 | $7.78M | 0.02% | +20,043+36.0% | Added |
| Credit Agricole S A | 75,611 | $7.77M | 0.02% | +7,365+10.8% | Added |
| Nomura Holdings Inc | 75,558 | $7.77M | 0.02% | +67,483+835.7% | Added |
| Cambria Investment Management, L.P. | 72,775 | $7.48M | 0.44% | +12,647+21.0% | Added |
| Danske Bank A/S | 72,014 | $7.40M | 0.02% | −1,200−1.6% | Reduced |
| Toronto Dominion Bank | 71,581 | $7.36M | 0.01% | −12,138−14.5% | Reduced |
| Asset Management Advisors, LLC | 71,542 | $7.35M | 4.45% | +16,560+30.1% | Added |
| Walleye Trading LLC | 70,775 | $7.28M | 0.12% | +48,135+212.6% | Added |
| QRG Capital Management, Inc. | 70,221 | $7.22M | 0.08% | −2,694−3.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 69,912 | $7.20M | 0.03% | −9,903−12.4% | Reduced |
| Lincluden Management Ltd | 69,917 | $7.19M | 0.61% | +3,851+5.8% | Added |
| Walleye Capital LLC | 69,580 | $7.15M | 0.04% | +51,908+293.7% | Added |
| Public Employees Retirement System of Ohio | 69,539 | $7.15M | 0.02% | −2,279−3.2% | Reduced |
| State of Tennessee, Treasury Department | 65,168 | $7.13M | 0.02% | −39,532−37.8% | Reduced |
| Standard Life Aberdeen plc | 68,936 | $7.09M | 0.01% | −1,255−1.8% | Reduced |
| CI Private Wealth, LLC | 68,662 | $7.06M | 0.01% | +5,899+9.4% | Added |
| Omers Administration Corp | 68,376 | $7.03M | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 68,296 | $7.02M | 0.03% | +68,296 | New |
| Knights of Columbus Asset Advisors LLC | 67,880 | $6.98M | 0.40% | +10,502+18.3% | Added |
| Palmer Knight Co | 67,246 | $6.91M | 3.63% | −96−0.1% | Reduced |
| Montgomery Investment Management Inc | 66,788 | $6.87M | 2.47% | −736−1.1% | Reduced |
| 683 Capital Management, LLC | 65,500 | $6.73M | 0.56% | −13,500−17.1% | Reduced |
| Stockman Wealth Management, Inc. | 64,719 | $6.65M | 0.77% | +1,743+2.8% | Added |
| First Washington CORP | 63,985 | $6.58M | 1.70% | −233−0.4% | Reduced |
| Creative Planning | 63,184 | $6.50M | 0.00% | +22,651+55.9% | Added |
| KBC Group NV | 62,689 | $6.45M | 0.01% | +15,998+34.3% | Added |
| Element Capital Management LLC | 62,620 | $6.44M | 3.33% | +62,620 | New |
| JGP Wealth Management, LLC | 61,122 | $6.28M | 0.65% | +2,360+4.0% | Added |
| State of New Jersey Common Pension Fund D | 60,886 | $6.26M | 0.02% | −5,731−8.6% | Reduced |
| NewEdge Wealth, LLC | 60,602 | $6.23M | 0.07% | −7,383−10.9% | Reduced |
| M&T Bank Corp | 60,281 | $6.20M | 0.02% | +1,010+1.7% | Added |
| Cresset Asset Management, LLC | 60,016 | $6.17M | 0.03% | +1,764+3.0% | Added |
| Shufro Rose & Co LLC | 59,599 | $6.13M | 0.41% | +2,229+3.9% | Added |