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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, 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.

Institutional holdersQ1 2026: 939 institutions
Q1 2021: 732 institutionsQ2 2021: 759 institutionsQ3 2021: 749 institutionsQ4 2021: 821 institutionsQ1 2022: 765 institutionsQ2 2022: 727 institutionsQ3 2022: 703 institutionsQ4 2022: 764 institutionsQ1 2023: 789 institutionsQ2 2023: 864 institutionsQ3 2023: 875 institutionsQ4 2023: 949 institutionsQ1 2024: 1,020 institutionsQ2 2024: 980 institutionsQ3 2024: 1,054 institutionsQ4 2024: 1,020 institutionsQ1 2025: 968 institutionsQ2 2025: 939 institutionsQ3 2025: 983 institutionsQ4 2025: 968 institutionsQ1 2026: 939 institutionsQ2 2026: 939 institutions
Value heldQ1 2026: $17.8B
Q1 2021: $26.2BQ2 2021: $25.5BQ3 2021: $23.6BQ4 2021: $28.1BQ1 2022: $19.2BQ2 2022: $16.8BQ3 2022: $18.2BQ4 2022: $21.8BQ1 2023: $25.1BQ2 2023: $29.1BQ3 2023: $25.7BQ4 2023: $33.9BQ1 2024: $38.4BQ2 2024: $33.6BQ3 2024: $41.0BQ4 2024: $30.1BQ1 2025: $25.5BQ2 2025: $24.9BQ3 2025: $27.0BQ4 2025: $21.1BQ1 2026: $17.8BQ2 2026: $19.3B
Institutions holding LEN and their total value by quarter
QuarterHoldersValue
Q2 2026939$19.3B
Q1 2026939$17.8B
Q4 2025968$21.1B
Q3 2025983$27.0B
Q2 2025939$24.9B
Q1 2025968$25.5B
Q4 20241,020$30.1B
Q3 20241,054$41.0B
Q2 2024980$33.6B
Q1 20241,020$38.4B
Q4 2023949$33.9B
Q3 2023875$25.7B
Q2 2023864$29.1B
Q1 2023789$25.1B
Q4 2022764$21.8B
Q3 2022703$18.2B
Q2 2022727$16.8B
Q1 2022765$19.2B
Q4 2021821$28.1B
Q3 2021749$23.6B
Q2 2021759$25.5B
Q1 2021732$26.2B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q4 2025.

Institutions holding LEN in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Banco Bilbao Vizcaya Argentaria, S.A.8,976$778.1K0.01%−121,244−93.1%Reduced
Numerai GP LLC9,075$788.1K0.08%+9,075New
Bessemer Group Inc9,101$790.0K0.00%−1,289−12.4%Reduced
Ridgewood Investments LLC9,196$798.6K0.33%+9,196New
Tema ETFs LLC9,226$801.2K0.05%+42+0.5%Added
AlphaGrep UK Ltd9,237$802.1K0.24%+6,373+222.5%Added
D.A. Davidson & Co.9,408$817.0K0.00%+3,051+48.0%Added
Twinbeech Capital LP9,566$830.7K0.09%−8,268−46.4%Reduced
Northwestern Mutual Wealth Management Co9,641$837.2K0.00%+1,614+20.1%Added
HB Wealth Management, LLC9,670$839.8K0.01%+803+9.1%Added
Aigen Investment Management, LP9,727$844.7K0.22%−514−5.0%Reduced
Apollon Wealth Management, LLC9,816$852.4K0.01%−328−3.2%Reduced
KCM Investment Advisors LLC9,879$857.9K0.03%+125+1.3%Added
Callan Family Office, LLC9,965$865.4K0.02%+3,522+54.7%Added
Sacks & Associates, LLC9,969$865.7K0.64%−411−4.0%Reduced
Brighton Jones LLC9,980$866.7K0.02%+9,980New
Union Square Park Capital Management, LLC10,000$868.4K0.76%+10,000New
Allworth Financial LP10,001$868.5K0.00%+2,121+26.9%Added
Vontobel Holding Ltd.10,064$874.0K0.00%+260+2.7%Added
Oxford Asset Management LLP10,075$874.9K0.35%+4,729+88.5%Added
Park Avenue Securities LLC10,089$876.0K0.01%−356−3.4%Reduced
United Capital Financial Advisers, LLC10,103$877.3K0.01%+677+7.2%Added
Camelot Portfolios, LLC10,144$880.9K0.66%00.0%Unchanged
RMB Capital Management, LLC10,254$890.5K0.02%+4,462+77.0%Added
Guggenheim Capital LLC10,315$895.8K0.01%+5,696+123.3%Added
Atlantic Union Bankshares Corp10,413$904.3K0.02%−19,456−65.1%Reduced
Maryland State Retirement & Pension System10,494$911.3K0.02%00.0%Unchanged
Hussman Strategic Advisors, Inc.10,500$911.8K0.20%+10,500New
New Mexico Educational Retirement Board10,560$917.0K0.03%00.0%Unchanged
AG2R la Mondiale Gestion D'Actifs10,638$923.8K0.04%+1,441+15.7%Added
Secured Retirement Advisors, LLC10,675$927.0K0.52%−1,179−9.9%Reduced
Permanens Capital L.P.10,989$954.3K0.12%−7,928−41.9%Reduced
Louisiana State Employees Retirement System11,000$955.2K0.02%00.0%Unchanged
Ascent Group, LLC11,002$955.4K0.03%−95−0.9%Reduced
Abn Amro Investment Solutions11,026$957.5K0.01%−33,674−75.3%Reduced
Sava Infond d.o.o.11,150$968.3K0.14%00.0%Unchanged
Dai-Ichi Life Insurance Company, Ltd11,162$969.3K0.03%00.0%Unchanged
Crestwood Advisors Group LLC11,220$974.3K0.02%+925+9.0%Added
Capitolis Liquid Global Markets LLC11,300$981.3K0.01%+11,300New
Portfolio Design Labs, LLC11,410$990.9K0.18%−458−3.9%Reduced
Arkadios Wealth Advisors11,441$993.6K0.02%+1,809+18.8%Added
ClearAlpha Technologies LP11,683$1.01M2.09%+2,536+27.7%Added
Accurate Wealth Management, LLC11,493$1.02M0.12%+2,349+25.7%Added
Osmosis Investment Management UK Ltd11,830$1.03M0.03%+9,029+322.3%Added
Redwood Investment Management, LLC11,841$1.03M0.13%+11,841New
Holderness Investments Co11,879$1.03M0.21%−10−0.1%Reduced
Hartford Investment Management Co12,010$1.04M0.03%−409−3.3%Reduced
Leonteq Securities AG12,087$1.05M0.06%−3,485−22.4%Reduced
Mengis Capital Management, Inc.12,255$1.06M0.18%−169−1.4%Reduced
Norinchukin Bank, The12,271$1.07M0.01%−52−0.4%Reduced
Storebrand Asset Management AS12,398$1.08M0.00%−14,389−53.7%Reduced
Gamco Investors, Inc. Et Al12,420$1.08M0.01%−107−0.9%Reduced
Jain Global LLC12,427$1.08M0.01%+12,427New
Sendero Wealth Management, LLC12,455$1.08M0.12%−36−0.3%Reduced
Macquarie Group Ltd12,587$1.09M0.01%−3,673−22.6%Reduced
Allspring Global Investments Holdings, LLC12,907$1.10M0.00%−471−3.5%Reduced
Confluence Wealth Services, Inc.12,851$1.12M0.04%+1,133+9.7%Added
Skopos Labs, Inc.12,869$1.12M0.03%+3,731+40.8%Added
Third View Private Wealth, LLC12,891$1.12M0.15%+547+4.4%Added
Mizuho Securities USA LLC13,044$1.13M0.03%−2,666−17.0%Reduced
Quantitative Investment Management, LLC13,306$1.16M0.12%+4,797+56.4%Added
Abacus Planning Group, Inc.13,316$1.16M0.16%−68−0.5%Reduced
17 Capital Partners, LLC13,434$1.17M0.60%00.0%Unchanged
Summit Trail Advisors, LLC13,440$1.17M0.02%−2,348−14.9%Reduced
EP Wealth Advisors, LLC13,518$1.17M0.01%+1,032+8.3%Added
Healthcare of Ontario Pension Plan Trust Fund13,557$1.18M0.00%+5,028+59.0%Added
Freemont Management S.A.13,600$1.18M0.22%−1,400−9.3%Reduced
BOCHK Asset Management Ltd13,750$1.19M0.25%+13,750New
Eurizon Capital SGR S.p.A.13,852$1.20M0.00%−11,902−46.2%Reduced
Vise Technologies, Inc.11,672$1.20M0.02%00.0%Unchanged
Sequoia Financial Advisors, LLC13,874$1.20M0.01%+279+2.1%Added
Gsa Capital Partners LLP14,013$1.22M0.08%+14,013New
Sierra Summit Advisors LLC14,029$1.22M0.18%−275−1.9%Reduced
Canada Pension Plan Investment Board14,081$1.22M0.00%+5,428+62.7%Added
Baird Financial Group, Inc.14,118$1.23M0.00%−1,710−10.8%Reduced
Levin Capital Strategies, L.P.14,131$1.23M0.09%+14,131New
Commerce Bank14,134$1.23M0.01%−225−1.6%Reduced
Merit Financial Group, LLC14,153$1.23M0.01%+7,309+106.8%Added
Flagship Capital Management Inc.14,156$1.23M0.90%−225−1.6%Reduced
Pinnacle Associates Ltd14,311$1.24M0.02%−95−0.7%Reduced
Generali Asset Management SPA SGR14,377$1.25M0.03%−899−5.9%Reduced
Sage Investment Counsel LLC14,413$1.25M1.39%+1,384+10.6%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.14,600$1.27M0.00%−3,509−19.4%Reduced
Investment Management Corp of Ontario14,697$1.28M0.02%+400+2.8%Added
Canandaigua National Corp14,723$1.28M0.11%+14,723New
Myriad Asset Management Advisors LLC14,786$1.28M0.38%+90+0.6%Added
Bokf, NA14,795$1.28M0.02%+43+0.3%Added
Thrivent Financial for Lutherans14,892$1.29M0.00%−1,199−7.5%Reduced
Crossmark Global Holdings, Inc.15,205$1.32M0.02%−831−5.2%Reduced
Brinker Capital Investments, LLC15,258$1.32M0.01%−2,467−13.9%Reduced
Beech Hill Advisors, Inc.15,409$1.34M0.67%+2,790+22.1%Added
Bank Julius Baer & Co. Ltd, Zurich15,781$1.34M0.00%−6,798−30.1%Reduced
Gulf International Bank (UK) Ltd15,749$1.37M0.03%+4,190+36.2%Added
Neo Ivy Capital Management15,899$1.38M0.36%+6,484+68.9%Added
Fishman Jay A Ltd16,000$1.39M0.12%00.0%Unchanged
Polianta Ltd16,100$1.40M0.19%+16,100New
Stiles Financial Services Inc16,509$1.43M0.44%+241+1.5%Added
Sippican Capital Advisors16,660$1.45M0.99%−362−2.1%Reduced
PEAK6 LLC16,821$1.46M0.04%+15,530+1,202.9%Added
Pacer Advisors, Inc.17,020$1.48M0.00%−6,314−27.1%Reduced