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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
Lodestone Wealth Management LLC17,346$1.51M0.60%−136−0.8%Reduced
Boothbay Fund Management, LLC17,356$1.51M0.04%+14,495+506.6%Added
Paradigm Asset Management Co LLC17,400$1.51M0.35%00.0%Unchanged
Clear Harbor Asset Management, LLC17,484$1.52M0.11%+25+0.1%Added
Fulcrum Asset Management LLP18,009$1.53M0.23%+6,219+52.7%Added
X-Square Capital, LLC17,918$1.56M0.52%+2,024+12.7%Added
London & Capital Asset Management Ltd18,500$1.61M0.02%+4,700+34.1%Added
Teachers Retirement System of the State of Kentucky18,525$1.61M0.01%−192,250−91.2%Reduced
Two Sigma Securities, LLC18,573$1.61M0.19%+14,665+375.3%Added
Cambridge Investment Research Advisors, Inc.18,778$1.63M0.00%−6,929−27.0%Reduced
Marnell Management LLC19,000$1.65M1.10%+19,000New
Capital Investment Advisors, LLC19,120$1.66M0.02%−1,292−6.3%Reduced
Tevis Investment Management19,146$1.66M0.95%+9,977+108.8%Added
Coronation Fund Managers Ltd.19,327$1.68M0.08%−89,893−82.3%Reduced
Ensign Peak Advisors, Inc19,371$1.68M0.00%+3,592+22.8%Added
Fiduciary Alliance LLC19,072$1.69M0.10%−175−0.9%Reduced
Financiere des Professionnels - Fonds d,investissement inc.19,700$1.71M0.10%+19,700New
Ellsworth Advisors, LLC19,843$1.72M0.32%+1,378+7.5%Added
Glenview Trust Co19,881$1.73M0.03%+3,692+22.8%Added
Fox Run Management, L.L.C.20,439$1.73M0.30%+2,719+15.3%Added
Ally Financial Inc.20,000$1.74M0.22%00.0%Unchanged
Swiss Life Asset Management Ltd20,072$1.74M0.01%+2,929+17.1%Added
Public Employees Retirement Association of Colorado20,542$1.78M0.01%00.0%Unchanged
Intech Investment Management LLC20,568$1.79M0.02%+14,300+228.1%Added
Ruffer LLP20,580$1.79M0.07%+20,580New
Engineers Gate Manager LP21,205$1.84M0.02%+18,810+785.4%Added
Kestra Advisory Services, LLC21,690$1.88M0.01%−397−1.8%Reduced
Sanctuary Advisors, LLC21,712$1.89M0.01%−1,739−7.4%Reduced
Blair William & Co21,873$1.90M0.01%−177−0.8%Reduced
Colony Group, LLC21,925$1.90M0.00%+7,088+47.8%Added
TD Waterhouse Canada Inc.22,331$1.91M0.01%+11,825+112.6%Added
Mirae Asset Global ETFs Holdings Ltd.22,373$1.94M0.00%+848+3.9%Added
OP Asset Management Ltd22,437$1.95M0.02%−3,731−14.3%Reduced
Commonwealth Equity Services, LLC22,516$1.96M0.00%−2,189−8.9%Reduced
Schroder Investment Management Group22,589$1.96M0.00%−5,211−18.7%Reduced
Graham Capital Management, L.P.22,885$1.99M0.07%+298+1.3%Added
Mutual of America Capital Management LLC22,946$1.99M0.02%−217−0.9%Reduced
Beacon Pointe Advisors, LLC23,174$2.01M0.01%+16,092+227.2%Added
Oak Thistle LLC23,358$2.03M0.20%+15,014+179.9%Added
Nordea Investment Management AB23,424$2.03M0.00%+968+4.3%Added
Elo Mutual Pension Insurance Co23,668$2.06M0.03%−1,554−6.2%Reduced
Polymer Capital Management (US) LLC23,874$2.07M0.31%+2,322+10.8%Added
Rockefeller Capital Management L.P.24,441$2.12M0.00%−1,984−7.5%Reduced
Oregon Public Employees Retirement Fund24,706$2.15M0.03%00.0%Unchanged
MML Investors Services, LLC25,073$2.18M0.01%−2,408−8.8%Reduced
Arnhold LLC25,113$2.18M0.16%00.0%Unchanged
Tounjian Advisory Partners, LLC26,028$2.26M0.82%+746+3.0%Added
UniSuper Management Pty Ltd26,191$2.27M0.01%+1,597+6.5%Added
Jane Street Group, LLC26,701$2.32M0.00%−1,464,257−98.2%Reduced
Yousif Capital Management, LLC26,795$2.33M0.03%−340−1.3%Reduced
Capula Management Ltd27,050$2.35M0.02%+27,050New
Nissay Asset Management Corp27,396$2.38M0.01%−511−1.8%Reduced
HighTower Advisors, LLC27,674$2.40M0.00%+1,965+7.6%Added
Stamos Capital Partners, L.P.27,838$2.42M0.38%+3,582+14.8%Added
Sumitomo Mitsui DS Asset Management Company, Ltd27,883$2.42M0.02%00.0%Unchanged
Howard Capital Management Inc.28,133$2.44M0.04%−7,140−20.2%Reduced
British Columbia Investment Management Corp28,259$2.45M0.01%−9,405−25.0%Reduced
Triveni Capital Investments LP28,391$2.47M2.44%−25,101−46.9%Reduced
Sepio Capital, LP28,653$2.49M0.14%+28,653New
Schonfeld Strategic Advisors LLC28,794$2.50M0.02%−103,824−78.3%Reduced
Avanza Fonder AB28,796$2.50M0.07%+7,697+36.5%Added
Commonwealth Retirement Investments LLC28,804$2.50M0.78%+3,378+13.3%Added
Swedbank AB29,007$2.52M0.00%−57,084−66.3%Reduced
Group One Trading, L.P.29,378$2.55M0.08%+29,378New
Marshall Wace, LLP29,432$2.56M0.00%−176,405−85.7%Reduced
New York Life Investment Management LLC30,030$2.61M0.02%+390+1.3%Added
Scotia Capital Inc.30,051$2.61M0.01%−19−0.1%Reduced
Ethic Inc.30,564$2.63M0.04%+969+3.3%Added
Rakuten Investment Management, Inc.31,483$2.67M0.01%+3,233+11.4%Added
American Trust Investment Advisors, LLC30,899$2.68M1.48%+775+2.6%Added
Wealthfront Advisers LLC30,922$2.69M0.01%−10,033−24.5%Reduced
NEOS Investment Management LLC30,997$2.69M0.01%−5,120−14.2%Reduced
Illinois Municipal Retirement Fund31,073$2.70M0.03%−1,380−4.3%Reduced
Pathstone Holdings, LLC31,325$2.72M0.01%−2,026−6.1%Reduced
Agf Management Ltd31,343$2.72M0.01%+5,917+23.3%Added
ProShare Advisors LLC31,420$2.73M0.00%−8,250−20.8%Reduced
Police & Firemen's Retirement System of New Jersey31,502$2.74M0.02%00.0%Unchanged
Virtu Financial LLC31,905$2.77M0.11%+8,810+38.1%Added
Vident Advisory, LLC32,351$2.81M0.02%+9,325+40.5%Added
PensionDanmark Pensionsforsikringsaktieselskab32,394$2.81M0.03%−7,986−19.8%Reduced
JustInvest LLC32,865$2.85M0.03%−3,795−10.4%Reduced
Infrastructure Capital Advisors, LLC32,881$2.86M0.27%+32,881New
Castlefield Investment Partners LLP33,321$2.89M2.21%+1,856+5.9%Added
Utah Retirement Systems33,339$2.90M0.03%−2,652−7.4%Reduced
Freestone Capital Holdings, LLC33,359$2.90M0.09%+2,452+7.9%Added
Brookstone Capital Management33,436$2.90M0.03%+3,352+11.1%Added
Xponance, Inc.33,984$2.95M0.02%+4,232+14.2%Added
Lyell Wealth Management, LP34,296$2.98M0.22%−44,403−56.4%Reduced
Manning & Napier Advisors LLC34,419$2.99M0.04%−3,364−8.9%Reduced
Merited Wealth, LLC34,900$3.03M2.51%00.0%Unchanged
Daiwa Securities Group Inc.35,945$3.12M0.01%+510+1.4%Added
Public Sector Pension Investment Board36,118$3.14M0.01%+7,722+27.2%Added
IFM Investors Pty Ltd37,045$3.22M0.03%−1,055−2.8%Reduced
Allianz Asset Management GmbH37,423$3.25M0.00%+1,281+3.5%Added
Unison Advisors LLC37,815$3.28M0.25%+154+0.4%Added
Legato Capital Management LLC38,000$3.30M0.30%+20,000+111.1%Added
Walleye Trading LLC38,590$3.35M0.07%−32,185−45.5%Reduced
Captrust Financial Advisors39,029$3.39M0.01%+25,552+189.6%Added
Butensky & Cohen Financial Security, Inc39,227$3.41M0.90%+3,140+8.7%Added
Amalgamated Bank40,014$3.48M0.03%−2,407−5.7%Reduced