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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 58,466 | $6.01M | 0.03% | −8,744−13.0% | Reduced |
| Czech National Bank | 56,892 | $5.85M | 0.04% | −915−1.6% | Reduced |
| Tower Bridge Advisors | 56,122 | $5.77M | 0.58% | −2,303−3.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 55,726 | $5.73M | 0.03% | −3,472−5.9% | Reduced |
| Man Group plc | 54,700 | $5.62M | 0.01% | +54,700 | New |
| Legacy Trust | 53,795 | $5.53M | 1.03% | +3,115+6.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 53,586 | $5.51M | 0.01% | −3,570−6.2% | Reduced |
| Triveni Capital Investments LP | 53,492 | $5.50M | 4.10% | +53,492 | New |
| Mirae Asset Global Investments Co., Ltd. | 53,491 | $5.50M | 0.02% | +7,480+16.3% | Added |
| Qsemble Capital Management, LP | 53,003 | $5.45M | 0.45% | +53,003 | New |
| Advisors Capital Management, LLC | 52,894 | $5.44M | 0.06% | +6,189+13.3% | Added |
| MetLife Investment Management | 51,544 | $5.30M | 0.03% | −4,862−8.6% | Reduced |
| CIBC Asset Management Inc | 51,149 | $5.26M | 0.01% | +18,499+56.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 50,546 | $5.20M | 0.41% | −3,677−6.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,186 | $5.16M | 0.03% | −4,470−8.2% | Reduced |
| Boston Partners | 49,284 | $5.07M | 0.01% | +4,521+10.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 49,017 | $5.04M | 0.02% | −78−0.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 47,128 | $4.84M | 0.01% | −36,163−43.4% | Reduced |
| Janney Montgomery Scott LLC | 47,120 | $4.84M | 0.01% | −69,788−59.7% | Reduced |
| KWMG, LLC | 46,672 | $4.80M | 0.41% | +2,375+5.4% | Added |
| Flputnam Investment Management Co | 46,484 | $4.78M | 0.07% | +26,592+133.7% | Added |
| CIBC World Markets Corp | 46,322 | $4.76M | 0.02% | +46,322 | New |
| Advisor Group Holdings, Inc. | 45,997 | $4.73M | 0.01% | −26,453−36.5% | Reduced |
| Retirement Systems of Alabama | 45,898 | $4.72M | 0.02% | −2,654−5.5% | Reduced |
| Balyasny Asset Management LLC | 45,731 | $4.70M | 0.01% | +56+0.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 45,625 | $4.69M | 0.09% | −18,606−29.0% | Reduced |
| USS Investment Management Ltd | 45,578 | $4.69M | 0.02% | +3,049+7.2% | Added |
| Abn Amro Investment Solutions | 44,700 | $4.60M | 0.07% | −5,500−11.0% | Reduced |
| Voya Investment Management LLC | 44,407 | $4.57M | 0.00% | −4,800−9.8% | Reduced |
| State of Alaska, Department of Revenue | 44,314 | $4.55M | 0.05% | −2,935−6.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 43,215 | $4.44M | 0.02% | −504−1.2% | Reduced |
| Cutler Investment Counsel LLC | 42,464 | $4.37M | 0.45% | +15,802+59.3% | Added |
| Amalgamated Bank | 42,421 | $4.36M | 0.03% | −563−1.3% | Reduced |
| DnB Asset Management AS | 41,543 | $4.27M | 0.01% | −69−0.2% | Reduced |
| Wealthfront Advisers LLC | 40,955 | $4.21M | 0.01% | −17,343−29.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 40,657 | $4.18M | 0.04% | −3,021−6.9% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 40,380 | $4.15M | 0.04% | +40,380 | New |
| Davenport & Co LLC | 40,306 | $4.14M | 0.02% | −1,665−4.0% | Reduced |
| ProShare Advisors LLC | 39,670 | $4.08M | 0.01% | +1,179+3.1% | Added |
| Manning & Napier Advisors LLC | 37,783 | $3.93M | 0.05% | +881+2.4% | Added |
| IFM Investors Pty Ltd | 38,100 | $3.92M | 0.03% | −4,135−9.8% | Reduced |
| Quantbot Technologies LP | 37,962 | $3.90M | 0.13% | +37,962 | New |
| Forsta Ap-Fonden | 37,747 | $3.88M | 0.02% | −4,053−9.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,682 | $3.87M | 0.03% | −23,719−38.6% | Reduced |
| British Columbia Investment Management Corp | 37,664 | $3.87M | 0.02% | +4,947+15.1% | Added |
| Unison Advisors LLC | 37,661 | $3.87M | 0.34% | +148+0.4% | Added |
| Jacobs Levy Equity Management, Inc | 37,429 | $3.85M | 0.01% | −311,715−89.3% | Reduced |
| Concurrent Investment Advisors, LLC | 37,384 | $3.84M | 0.04% | +26,682+249.3% | Added |
| Comerica Bank | 37,189 | $3.82M | 0.02% | −7,615−17.0% | Reduced |
| JustInvest LLC | 36,660 | $3.77M | 0.04% | −2,405−6.2% | Reduced |
| Winton Group Ltd | 36,375 | $3.74M | 0.13% | +36,375 | New |
| Allianz Asset Management GmbH | 36,142 | $3.72M | 0.00% | −59,669−62.3% | Reduced |
| NEOS Investment Management LLC | 36,117 | $3.71M | 0.02% | +4,932+15.8% | Added |
| Butensky & Cohen Financial Security, Inc | 36,087 | $3.71M | 1.00% | +2,333+6.9% | Added |
| Utah Retirement Systems | 35,991 | $3.70M | 0.04% | −989−2.7% | Reduced |
| Integrated Wealth Concepts LLC | 35,908 | $3.69M | 0.04% | +6,834+23.5% | Added |
| Daiwa Securities Group Inc. | 35,435 | $3.64M | 0.01% | −4,275−10.8% | Reduced |
| Sophron Capital Management L.P. | 35,436 | $3.64M | 1.17% | −40,397−53.3% | Reduced |
| Howard Capital Management Inc. | 35,273 | $3.63M | 0.05% | +3,073+9.5% | Added |
| Lighthouse Investment Partners, LLC | 35,153 | $3.61M | 0.12% | −19,690−35.9% | Reduced |
| Merited Wealth, LLC | 34,900 | $3.59M | 3.33% | +34,900 | New |
| XTX Topco Ltd | 34,868 | $3.58M | 0.09% | +26,120+298.6% | Added |
| Pathstone Holdings, LLC | 33,351 | $3.43M | 0.01% | +519+1.6% | Added |
| Illinois Municipal Retirement Fund | 32,453 | $3.34M | 0.04% | −6,088−15.8% | Reduced |
| Catherine Avery Investment Management LLC | 31,545 | $3.24M | 1.94% | +3,702+13.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 31,502 | $3.24M | 0.03% | −4,049−11.4% | Reduced |
| Castlefield Investment Partners LLP | 31,465 | $3.23M | 2.49% | +31,465 | New |
| Wiley Bros.-Aintree Capital, LLC | 31,336 | $3.22M | 0.02% | +6,410+25.7% | Added |
| Freestone Capital Holdings, LLC | 30,907 | $3.18M | 0.09% | +945+3.2% | Added |
| Yousif Capital Management, LLC | 27,135 | $3.12M | 0.03% | −2,417−8.2% | Reduced |
| American Trust Investment Advisors, LLC | 30,124 | $3.10M | 1.66% | −188−0.6% | Reduced |
| Brookstone Capital Management | 30,084 | $3.09M | 0.04% | −1,915−6.0% | Reduced |
| Scotia Capital Inc. | 30,070 | $3.09M | 0.01% | −8,431−21.9% | Reduced |
| Atlantic Union Bankshares Corp | 29,869 | $3.07M | 0.06% | −4,953−14.2% | Reduced |
| Xponance, Inc. | 29,752 | $3.06M | 0.02% | −439−1.5% | Reduced |
| New York Life Investment Management LLC | 29,640 | $3.05M | 0.03% | −1,305−4.2% | Reduced |
| Ethic Inc. | 29,595 | $3.04M | 0.05% | −2,883−8.9% | Reduced |
| Rakuten Investment Management, Inc. | 28,250 | $2.94M | 0.01% | +2,384+9.2% | Added |
| Public Sector Pension Investment Board | 28,396 | $2.92M | 0.01% | +8,745+44.5% | Added |
| Nissay Asset Management Corp | 27,907 | $2.87M | 0.01% | −1,540−5.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,883 | $2.87M | 0.02% | −165−0.6% | Reduced |
| Schroder Investment Management Group | 27,800 | $2.86M | 0.00% | −24,876−47.2% | Reduced |
| MML Investors Services, LLC | 27,481 | $2.83M | 0.01% | −1,113−3.9% | Reduced |
| United Asset Strategies, Inc. | 27,421 | $2.82M | 0.22% | +8,860+47.7% | Added |
| Abc Arbitrage SA | 26,900 | $2.77M | 0.26% | +18,519+221.0% | Added |
| GTS Securities LLC | 26,835 | $2.76M | 0.09% | −9,094−25.3% | Reduced |
| Storebrand Asset Management AS | 26,787 | $2.75M | 0.01% | −15,338−36.4% | Reduced |
| Rockefeller Capital Management L.P. | 26,425 | $2.72M | 0.00% | −6,915−20.7% | Reduced |
| OP Asset Management Ltd | 26,168 | $2.69M | 0.03% | +550+2.1% | Added |
| Eurizon Capital SGR S.p.A. | 25,754 | $2.65M | 0.01% | +25,754 | New |
| Cambridge Investment Research Advisors, Inc. | 25,707 | $2.64M | 0.01% | −15,495−37.6% | Reduced |
| HighTower Advisors, LLC | 25,709 | $2.64M | 0.00% | −2,664−9.4% | Reduced |
| 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 |
| Tounjian Advisory Partners, LLC | 25,282 | $2.60M | 0.88% | +25,282 | New |
| Elo Mutual Pension Insurance Co | 25,222 | $2.59M | 0.04% | −8,575−25.4% | Reduced |
| Arnhold LLC | 25,113 | $2.58M | 0.20% | 00.0% | Unchanged |
| Alpine Fox Capital LLC | 25,000 | $2.57M | 1.73% | +25,000 | New |
| Oregon Public Employees Retirement Fund | 24,706 | $2.54M | 0.03% | −1,300−5.0% | Reduced |
| Commonwealth Equity Services, LLC | 24,705 | $2.54M | 0.00% | −7,220−22.6% | Reduced |