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 | 1,020 | $30.1B |
| Q3 2024 | 1,054 | $41.0B |
| Q2 2024 | 980 | $33.6B |
| Q1 2024 | 1,020 | $38.4B |
| Q4 2023 | 949 | $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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 24,594 | $2.53M | 0.02% | −1,304−5.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 24,466 | $2.52M | 0.03% | −4,707−16.1% | Reduced |
| Brevan Howard Capital Management LP | 24,455 | $2.51M | 0.05% | −35,272−59.1% | Reduced |
| Stamos Capital Partners, L.P. | 24,256 | $2.49M | 0.40% | +1,912+8.6% | Added |
| Tredje AP-fonden | 24,144 | $2.48M | 0.02% | 00.0% | Unchanged |
| Opal Capital LLC | 23,597 | $2.43M | 0.61% | +23,597 | New |
| Gateway Investment Advisers LLC | 23,487 | $2.41M | 0.02% | −333−1.4% | Reduced |
| TrueMark Investments, LLC | 23,474 | $2.41M | 0.46% | +1,676+7.7% | Added |
| Sanctuary Advisors, LLC | 23,451 | $2.41M | 0.01% | −2,104−8.2% | Reduced |
| Pacer Advisors, Inc. | 23,334 | $2.40M | 0.01% | −3,429−12.8% | Reduced |
| Axq Capital, LP | 23,213 | $2.39M | 0.54% | +19,455+517.7% | Added |
| Mutual of America Capital Management LLC | 23,163 | $2.38M | 0.03% | −1,504−6.1% | Reduced |
| Virtu Financial LLC | 23,095 | $2.37M | 0.09% | +23,095 | New |
| Vident Advisory, LLC | 23,026 | $2.37M | 0.02% | +10,424+82.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 22,579 | $2.34M | 0.01% | −11,652−34.0% | Reduced |
| Graham Capital Management, L.P. | 22,587 | $2.32M | 0.08% | +5,318+30.8% | Added |
| Nordea Investment Management AB | 22,456 | $2.32M | 0.00% | −3,069−12.0% | Reduced |
| Kestra Advisory Services, LLC | 22,087 | $2.27M | 0.01% | −6,150−21.8% | Reduced |
| Dark Forest Capital Management LP | 22,075 | $2.27M | 0.10% | +5,003+29.3% | Added |
| Blair William & Co | 22,050 | $2.27M | 0.01% | +288+1.3% | Added |
| Ellsworth Advisors, LLC | 18,465 | $2.26M | 0.45% | +476+2.6% | Added |
| Polymer Capital Management (US) LLC | 21,552 | $2.22M | 0.29% | −1,386−6.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 21,525 | $2.21M | 0.00% | −1,044−4.6% | Reduced |
| Avanza Fonder AB | 21,099 | $2.17M | 0.06% | −595−2.7% | Reduced |
| Deltroit Asset Management (UK) LLP | 20,592 | $2.12M | 0.35% | +20,592 | New |
| Public Employees Retirement Association of Colorado | 20,542 | $2.11M | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 20,412 | $2.10M | 0.03% | −894−4.2% | Reduced |
| Mizuho Securities USA LLC | 15,710 | $2.06M | 0.03% | −867−5.2% | Reduced |
| 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 |
| Fiduciary Alliance LLC | 19,247 | $1.98M | 0.13% | +3,582+22.9% | Added |
| AMG National Trust Bank | 19,033 | $1.96M | 0.05% | +19,033 | New |
| Permanens Capital L.P. | 18,917 | $1.94M | 0.25% | +18,917 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,109 | $1.87M | 0.00% | −82,512−82.0% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 18,180 | $1.87M | 0.09% | +18,180 | New |
| Clark Estates Inc | 18,025 | $1.85M | 0.45% | 00.0% | Unchanged |
| Legato Capital Management LLC | 18,000 | $1.85M | 0.16% | +18,000 | New |
| Twinbeech Capital LP | 17,834 | $1.83M | 0.13% | +17,834 | New |
| Brinker Capital Investments, LLC | 17,725 | $1.82M | 0.01% | +130+0.7% | Added |
| Fox Run Management, L.L.C. | 17,720 | $1.82M | 0.28% | +17,720 | New |
| Baypointe Partners LLC | 17,550 | $1.80M | 3.79% | −12,450−41.5% | Reduced |
| Lodestone Wealth Management LLC | 17,482 | $1.80M | 0.73% | +255+1.5% | Added |
| Clear Harbor Asset Management, LLC | 17,459 | $1.79M | 0.12% | −102−0.6% | Reduced |
| Paradigm Asset Management Co LLC | 17,400 | $1.79M | 0.41% | −1,100−5.9% | Reduced |
| Swiss Life Asset Management Ltd | 17,143 | $1.76M | 0.01% | −19,876−53.7% | Reduced |
| Sippican Capital Advisors | 17,022 | $1.75M | 1.12% | −99−0.6% | Reduced |
| SG Americas Securities, LLC | 16,813 | $1.73M | 0.00% | −20,472−54.9% | Reduced |
| Stiles Financial Services Inc | 16,268 | $1.67M | 0.51% | +3,468+27.1% | Added |
| Macquarie Group Ltd | 16,260 | $1.67M | 0.01% | −9,628−37.2% | Reduced |
| Glenview Trust Co | 16,189 | $1.66M | 0.03% | +279+1.8% | Added |
| Thrivent Financial for Lutherans | 16,091 | $1.65M | 0.00% | −7,074−30.5% | Reduced |
| Crossmark Global Holdings, Inc. | 16,036 | $1.65M | 0.02% | +11+0.1% | Added |
| Fishman Jay A Ltd | 16,000 | $1.64M | 0.14% | 00.0% | Unchanged |
| X-Square Capital, LLC | 15,894 | $1.63M | 0.54% | −1,471−8.5% | Reduced |
| Baird Financial Group, Inc. | 15,828 | $1.63M | 0.00% | −4,262−21.2% | Reduced |
| Summit Trail Advisors, LLC | 15,788 | $1.62M | 0.03% | −2,681−14.5% | Reduced |
| Ensign Peak Advisors, Inc | 15,779 | $1.62M | 0.00% | −40,632−72.0% | Reduced |
| Leonteq Securities AG | 15,572 | $1.60M | 0.09% | +5,348+52.3% | Added |
| Generali Asset Management SPA SGR | 15,276 | $1.57M | 0.03% | −118−0.8% | Reduced |
| Freemont Management S.A. | 15,000 | $1.54M | 0.30% | +15,000 | New |
| Colony Group, LLC | 14,837 | $1.53M | 0.00% | +10,909+277.7% | Added |
| Allstate Corp | 14,824 | $1.52M | 0.02% | +6,415+76.3% | Added |
| Bokf, NA | 14,752 | $1.52M | 0.02% | −2,031−12.1% | Reduced |
| Myriad Asset Management Advisors LLC | 14,696 | $1.51M | 0.47% | +14,696 | New |
| Canandaigua National Bank & Trust Co | 14,563 | $1.50M | 0.13% | +58+0.4% | Added |
| Pinnacle Associates Ltd | 14,406 | $1.48M | 0.02% | −116−0.8% | Reduced |
| Flagship Capital Management Inc. | 14,381 | $1.48M | 1.05% | +14,381 | New |
| Commerce Bank | 14,359 | $1.48M | 0.01% | +29+0.2% | Added |
| Sierra Summit Advisors LLC | 14,304 | $1.47M | 0.23% | +280+2.0% | Added |
| Investment Management Corp of Ontario | 14,297 | $1.47M | 0.02% | +3,630+34.0% | Added |
| Kentucky Retirement Systems | 14,054 | $1.44M | 0.04% | 00.0% | Unchanged |
| Twin Capital Management Inc | 13,924 | $1.43M | 0.18% | −5,322−27.7% | Reduced |
| London & Capital Asset Management Ltd | 13,800 | $1.42M | 0.01% | +13,800 | New |
| Sequoia Financial Advisors, LLC | 13,595 | $1.40M | 0.01% | +2,283+20.2% | Added |
| Allspring Global Investments Holdings, LLC | 13,378 | $1.39M | 0.00% | −546−3.9% | Reduced |
| Captrust Financial Advisors | 13,477 | $1.39M | 0.00% | +1,611+13.6% | Added |
| Voloridge Investment Management, LLC | 13,468 | $1.38M | 0.00% | +13,468 | New |
| 17 Capital Partners, LLC | 13,434 | $1.38M | 0.72% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 13,384 | $1.38M | 0.18% | +230+1.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,382 | $1.38M | 0.05% | −705−5.0% | Reduced |
| New Age Alpha Advisors, LLC | 13,186 | $1.36M | 0.06% | −327−2.4% | Reduced |
| Sage Investment Counsel LLC | 13,029 | $1.34M | 1.47% | −589−4.3% | Reduced |
| Lido Advisors, LLC | 10,635 | $1.32M | 0.01% | +481+4.7% | Added |
| Palumbo Wealth Management LLC | 12,861 | $1.32M | 0.33% | −7,876−38.0% | Reduced |
| Cornercap Investment Counsel Inc | 12,663 | $1.30M | 0.64% | −172−1.3% | Reduced |
| Beech Hill Advisors, Inc. | 12,619 | $1.30M | 0.62% | +1,176+10.3% | Added |
| Gamco Investors, Inc. Et Al | 12,527 | $1.29M | 0.01% | −26,281−67.7% | Reduced |
| Sendero Wealth Management, LLC | 12,491 | $1.28M | 0.14% | +2,302+22.6% | Added |
| EP Wealth Advisors, LLC | 12,486 | $1.28M | 0.01% | +12,486 | New |
| Mengis Capital Management, Inc. | 12,424 | $1.28M | 0.23% | 00.0% | Unchanged |
| Hartford Investment Management Co | 12,419 | $1.28M | 0.04% | −676−5.2% | Reduced |
| Third View Private Wealth, LLC | 12,344 | $1.27M | 0.17% | +12,344 | New |
| Norinchukin Bank, The | 12,323 | $1.27M | 0.01% | −38−0.3% | Reduced |
| Gotham Asset Management, LLC | 12,250 | $1.26M | 0.00% | +6,825+125.8% | Added |
| Fulcrum Asset Management LLP | 11,790 | $1.22M | 0.34% | −342−2.8% | Reduced |
| Holderness Investments Co | 11,889 | $1.22M | 0.25% | 00.0% | Unchanged |
| ING Groep NV | 11,883 | $1.22M | 0.01% | +11,883 | New |
| Portfolio Design Labs, LLC | 11,868 | $1.22M | 0.20% | +582+5.2% | Added |
| Secured Retirement Advisors, LLC | 11,854 | $1.22M | 0.68% | +831+7.5% | Added |
| Confluence Wealth Services, Inc. | 11,718 | $1.20M | 0.05% | +638+5.8% | Added |