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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 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.

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
Advisor Group Holdings, Inc.40,235$3.50M0.01%−5,762−12.5%Reduced
Blackstone Group Inc.40,324$3.50M0.01%+40,324New
B. Metzler seel. Sohn & Co. AG40,419$3.51M0.03%−238−0.6%Reduced
Wealth Enhancement Advisory Services, LLC47,618$3.52M0.01%−148,682−75.7%Reduced
Quadrature Capital Ltd41,220$3.58M0.04%+41,220New
Cutler Investment Counsel LLC41,739$3.62M0.37%−725−1.7%Reduced
SEB Asset Management AB42,327$3.68M0.02%+42,327New
Integrated Wealth Concepts LLC42,597$3.70M0.03%+6,689+18.6%Added
DnB Asset Management AS42,865$3.72M0.01%+1,322+3.2%Added
Wiley Bros.-Aintree Capital, LLC43,634$3.79M0.02%+12,298+39.2%Added
Voya Investment Management LLC44,187$3.84M0.00%−220−0.5%Reduced
State of Alaska, Department of Revenue44,479$3.86M0.04%+165+0.4%Added
Davenport & Co LLC45,084$3.92M0.02%+4,778+11.9%Added
Lighthouse Investment Partners, LLC45,146$3.92M0.15%+9,993+28.4%Added
Jones Financial Companies LLLP43,751$3.95M0.00%+36,430+497.6%Added
Caxton Associates LLP45,589$3.96M0.09%+40,917+875.8%Added
Retirement Systems of Alabama45,820$3.98M0.01%−78−0.2%Reduced
Janney Montgomery Scott LLC47,329$4.11M0.01%+209+0.4%Added
Fifth Third Bancorp47,602$4.13M0.01%+37,119+354.1%Added
Robeco Institutional Asset Management B.V.47,744$4.15M0.01%+616+1.3%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund48,356$4.20M0.02%+10,674+28.3%Added
Lansforsakringar Fondforvaltning AB (publ)49,017$4.26M0.02%00.0%Unchanged
KWMG, LLC49,808$4.33M0.36%+3,136+6.7%Added
M&T Bank Corp49,919$4.34M0.01%−10,362−17.2%Reduced
MetLife Investment Management50,240$4.36M0.02%−1,304−2.5%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys50,262$4.36M0.02%+76+0.2%Added
Concurrent Investment Advisors, LLC50,356$4.37M0.05%+12,972+34.7%Added
O'Shaughnessy Asset Management, LLC51,021$4.43M0.02%−4,705−8.4%Reduced
USS Investment Management Ltd51,590$4.48M0.02%+6,012+13.2%Added
Knights of Columbus Asset Advisors LLC51,620$4.48M0.25%−16,260−24.0%Reduced
CIBC Asset Management Inc51,756$4.49M0.01%+607+1.2%Added
Opal Capital LLC53,032$4.61M0.82%+29,435+124.7%Added
TrueMark Investments, LLC53,187$4.62M0.90%+29,713+126.6%Added
Advisors Capital Management, LLC54,659$4.75M0.06%+1,765+3.3%Added
Legacy Trust55,615$4.83M0.93%+1,820+3.4%Added
Arizona State Retirement System55,719$4.84M0.03%−2,747−4.7%Reduced
Tower Bridge Advisors56,030$4.87M0.47%−92−0.2%Reduced
Live Oak Private Wealth LLC56,564$4.91M0.68%+47,425+518.9%Added
Winton Group Ltd58,266$5.06M0.18%+21,891+60.2%Added
Catherine Avery Investment Management LLC58,503$5.08M2.27%+26,958+85.5%Added
Cresset Asset Management, LLC58,691$5.10M0.02%−1,325−2.2%Reduced
Czech National Bank58,764$5.10M0.03%+1,872+3.3%Added
Shufro Rose & Co LLC59,002$5.12M0.35%−597−1.0%Reduced
Badgley Phelps Wealth Managers, LLC59,374$5.16M0.10%+13,749+30.1%Added
Farringdon Capital, Ltd.59,799$5.19M1.14%+56,886+1,952.8%Added
Laurion Capital Management LP59,979$5.21M0.49%+59,979New
Boston Partners59,986$5.21M0.01%+10,702+21.7%Added
Aquatic Capital Management LLC60,081$5.22M0.15%+60,081New
KBC Group NV60,258$5.23M0.01%−2,431−3.9%Reduced
JGP Wealth Management, LLC60,800$5.28M0.55%−322−0.5%Reduced
Mirae Asset Global Investments Co., Ltd.61,404$5.33M0.02%+7,913+14.8%Added
Toronto Dominion Bank61,896$5.38M0.01%−9,685−13.5%Reduced
State of New Jersey Common Pension Fund D62,035$5.39M0.02%+1,149+1.9%Added
CWM, LLC63,359$5.50M0.01%+56,892+879.7%Added
First Washington CORP63,581$5.52M1.56%−404−0.6%Reduced
CI Private Wealth, LLC65,962$5.66M0.01%−2,700−3.9%Reduced
State of Tennessee, Treasury Department65,168$5.66M0.02%00.0%Unchanged
Danske Bank A/S66,714$5.79M0.01%−5,300−7.4%Reduced
Glenmede Trust Co NA66,746$5.80M0.03%−1,550−2.3%Reduced
Montgomery Investment Management Inc66,788$5.80M1.98%00.0%Unchanged
Credit Agricole S A66,907$5.81M0.02%−8,704−11.5%Reduced
Turtle Creek Wealth Advisors, LLC67,846$5.89M0.44%+17,300+34.2%Added
Public Employees Retirement System of Ohio68,194$5.92M0.02%−1,345−1.9%Reduced
Palmer Knight Co68,867$5.98M2.92%+1,621+2.4%Added
Standard Life Aberdeen plc69,992$6.08M0.01%+1,056+1.5%Added
Omers Administration Corp70,507$6.12M0.04%+2,131+3.1%Added
Resona Asset Management Co.,Ltd.71,653$6.20M0.03%+1,741+2.5%Added
Stockman Wealth Management, Inc.71,542$6.21M0.69%+6,823+10.5%Added
Asset Management Advisors, LLC71,692$6.23M3.77%+150+0.2%Added
Y-Intercept (Hong Kong) Ltd72,304$6.28M0.12%+72,304New
XTX Topco Ltd72,559$6.30M0.11%+37,691+108.1%Added
State of Michigan Retirement System74,015$6.43M0.03%−3,100−4.0%Reduced
QRG Capital Management, Inc.74,752$6.49M0.07%+4,531+6.5%Added
CIBC Bancorp USA Inc.75,256$6.54M0.01%+75,256New
Tredje AP-fonden75,484$6.56M0.04%+51,340+212.6%Added
SG Americas Securities, LLC77,635$6.74M0.01%+60,822+361.8%Added
Entropy Technologies, LP78,944$6.86M0.32%+78,944New
Nisa Investment Advisors, LLC80,637$7.00M0.03%−1,449−1.8%Reduced
Royal London Asset Management Ltd81,068$7.04M0.01%+5,420+7.2%Added
KLP Kapitalforvaltning AS82,394$7.16M0.03%+2,200+2.7%Added
Handelsbanken Fonder AB83,485$7.25M0.02%+7,025+9.2%Added
Mitsubishi UFJ Trust & Banking Corp84,622$7.35M0.02%−3,981−4.5%Reduced
Ieq Capital, LLC84,716$7.36M0.03%+82,289+3,390.6%Added
Basswood Capital Management, L.L.C.86,001$7.47M0.38%−2,266−2.6%Reduced
Nomura Asset Management Co Ltd86,150$7.48M0.02%+1,311+1.5%Added
American Assets Investment Management, LLC86,370$7.50M0.51%00.0%Unchanged
Horiko Capital Management LLC88,429$7.64M1.76%+880+1.0%Added
Cetera Investment Advisers88,408$7.68M0.01%+12,685+16.8%Added
Deltroit Asset Management (UK) LLP88,446$7.68M1.33%+67,854+329.5%Added
Parkwood LLC88,608$7.70M0.68%+2,889+3.4%Added
Mn Services Vermogensbeheer B.V.89,372$7.76M0.05%00.0%Unchanged
Asset Management One Co.,Ltd.89,675$7.79M0.02%−169−0.2%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH88,535$7.82M0.01%+2,558+3.0%Added
Treasurer of the State of North Carolina91,911$7.98M0.03%+2,271+2.5%Added
Stifel Financial Corp93,615$8.13M0.01%+6,778+7.8%Added
Mercer Global Advisors Inc96,448$8.38M0.01%+14,222+17.3%Added
Carmel Capital Partners, LLC98,335$8.54M3.08%−1,609−1.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)98,763$8.58M0.02%+45,177+84.3%Added
Cambria Investment Management, L.P.99,310$8.62M0.48%+26,535+36.5%Added
TD Asset Management Inc99,964$8.68M0.01%−414−0.4%Reduced