Lennar Corp
LEN- Exchange
- NYSE
- Industry
- General Bldg Contractors - Residential Bldgs
- SEC CIK
- 0000920760
In the last 90 days, Lennar Corp insiders filed 4 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, Q1 2026
Institutional positions in Lennar Corp as of Mar 31, 2026. 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
- 939
- −10 vs. Q4 2025
- Shares held
- 204.7M
- +27.4M (+15.5%) vs. Q4 2025
- Total value
- $17.8B
- −$462.5M (−2.5%) vs. Q4 2025
- New holders
- 121
- 355 more added
- Sold out
- 131
- 337 more reduced
19 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 1,040,672 | $90.4M | 0.19% | −213,635−17.0% | Reduced |
| Bank of New York Mellon Corp | 1,042,963 | $90.6M | 0.02% | −28,394−2.7% | Reduced |
| Neuberger Berman Group LLC | 1,131,025 | $98.2M | 0.07% | −144,361−11.3% | Reduced |
| First Trust Advisors LP | 1,174,464 | $102.0M | 0.07% | −511,367−30.3% | Reduced |
| Vanguard Fiduciary Trust Co | 1,192,594 | $103.6M | 0.03% | +1,192,594 | New |
| Toroso Investments, LLC | 1,234,904 | $104.8M | 0.33% | +1,224,927+12,277.5% | Added |
| Envestnet Asset Management Inc | 1,295,680 | $112.5M | 0.03% | +401,737+44.9% | Added |
| Legal & General Group Plc | 1,302,222 | $113.1M | 0.03% | +23,330+1.8% | Added |
| UBS Asset Management Americas Inc | 1,323,122 | $114.9M | 0.02% | +381,888+40.6% | Added |
| FMR LLC | 1,419,647 | $123.3M | 0.01% | −1,792,812−55.8% | Reduced |
| Wells Fargo & Company | 1,561,995 | $135.6M | 0.03% | +303,921+24.2% | Added |
| UBS Group AG | 1,578,684 | $137.1M | 0.02% | +554,847+54.2% | Added |
| Smead Capital Management, Inc. | 1,586,225 | $137.7M | 3.00% | −236,066−13.0% | Reduced |
| JPMorgan Chase & Co | 1,813,654 | $153.9M | 0.01% | −1,104,297−37.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,782,905 | $154.8M | 0.02% | +61,773+3.6% | Added |
| Northern Trust Corp | 2,109,127 | $183.2M | 0.02% | −596,739−22.1% | Reduced |
| AQR Capital Management LLC | 2,121,511 | $184.2M | 0.08% | +1,692,766+394.8% | Added |
| Dimensional Fund Advisors LP | 2,301,319 | $199.8M | 0.04% | +17,816+0.8% | Added |
| Brave Warrior Advisors, LLC | 2,410,050 | $209.3M | 5.18% | −1,364−0.1% | Reduced |
| Goldman Sachs Group Inc | 2,464,378 | $214.0M | 0.03% | +739,220+42.8% | Added |
| Janus Henderson Group PLC | 2,546,970 | $221.2M | 0.11% | +419,745+19.7% | Added |
| Two Sigma Investments, LP | 2,603,937 | $226.1M | 0.19% | +1,067,658+69.5% | Added |
| Kempen Capital Management N.V. | 2,662,147 | $231.2M | 2.03% | +698,774+35.6% | Added |
| Invesco Ltd. | 2,750,052 | $238.8M | 0.02% | +631,478+29.8% | Added |
| Bank of America Corp | 2,806,414 | $243.7M | 0.02% | +309,962+12.4% | Added |
| Morgan Stanley | 3,205,597 | $278.4M | 0.02% | −557,383−14.8% | Reduced |
| Capital World Investors | 3,270,074 | $284.0M | 0.04% | +6,736+0.2% | Added |
| Principal Financial Group Inc | 3,491,914 | $303.2M | 0.16% | +98,684+2.9% | Added |
| ACR Alpine Capital Research, LLC | 4,212,111 | $365.8M | 5.46% | +997,039+31.0% | Added |
| Geode Capital Management, LLC | 5,752,833 | $497.7M | 0.03% | +131,151+2.3% | Added |
| Manufacturers Life Insurance Company, The | 5,976,609 | $519.0M | 0.45% | −113,012−1.9% | Reduced |
| Aristotle Capital Management, LLC | 8,346,077 | $724.8M | 1.52% | −379,873−4.4% | Reduced |
| Vanguard Portfolio Management LLC | 9,526,409 | $827.3M | 0.04% | +9,526,409 | New |
| State Street Corp | 10,037,636 | $871.7M | 0.03% | −67,183−0.7% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 10,099,642 | $877.1M | 0.33% | +3,048,692+43.2% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,632,131 | $923.3M | 15.21% | +537,984+5.3% | Added |
| Eagle Capital Management LLC | 10,880,455 | $944.9M | 3.17% | −105,757−1.0% | Reduced |
| Vanguard Capital Management LLC | 12,947,306 | $1.12B | 0.03% | +12,947,306 | New |
| BlackRock, Inc. | 18,256,480 | $1.59B | 0.03% | +169,788+0.9% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,100,812−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −933,278−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −676,725−100.0% | Sold out |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −335,039−100.0% | Sold out |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −192,542−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −167,385−100.0% | Sold out |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −99,719−100.0% | Sold out |
| ADAPT Investment Managers SA | 0 | $0 | 0.00% | −114,143−100.0% | Sold out |
| Miller Investment Management, LP | 0 | $0 | 0.00% | −96,724−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −83,309−100.0% | Sold out |
| Lincluden Management Ltd | 0 | $0 | 0.00% | −69,917−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −69,580−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −62,620−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −53,003−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −46,484−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −45,731−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −43,215−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −37,962−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −37,429−100.0% | Sold out |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −27,421−100.0% | Sold out |
| Alpine Fox Capital LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −24,466−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −23,213−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −19,033−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −18,025−100.0% | Sold out |
| Baypointe Partners LLC | 0 | $0 | 0.00% | −17,550−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −14,824−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −13,924−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −13,468−100.0% | Sold out |
| Palumbo Wealth Management LLC | 0 | $0 | 0.00% | −12,861−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −11,883−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Commerzbank Aktiengesellschaft | 0 | $0 | 0.00% | −10,411−100.0% | Sold out |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −9,996−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −9,993−100.0% | Sold out |
| Hilltop Partners LLC | 0 | $0 | 0.00% | −9,909−100.0% | Sold out |
| Heritage Trust Co | 0 | $0 | 0.00% | −9,577−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −8,516−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −7,752−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −7,648−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −7,190−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −6,519−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −6,148−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −5,455−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −5,433−100.0% | Sold out |
| DJE Kapital AG | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −4,972−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −4,943−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −3,754−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,169−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −3,929−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,624−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,581−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −3,502−100.0% | Sold out |
| Marble Wealth, LLC | 0 | $0 | 0.00% | −3,386−100.0% | Sold out |
| Argonautica Private Wealth Management, Inc | 0 | $0 | 0.00% | −3,234−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −3,209−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,161−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −2,911−100.0% | Sold out |