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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: 950 institutionsQ1 2024: 1,021 institutionsQ2 2024: 981 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,021 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 20241,021$30.1B
Q3 20241,055$41.0B
Q2 2024981$33.6B
Q1 20241,021$38.4B
Q4 2023950$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
Mariner, LLC181,484$15.8M0.02%+90,254+98.9%Added
The PNC Financial Services Group, Inc.179,564$15.6M0.01%−2,664−1.5%Reduced
Armistice Capital, LLC177,013$15.4M0.51%+25,718+17.0%Added
Bank of Montreal173,864$15.1M0.01%+10,226+6.2%Added
Aviva PLC171,601$14.9M0.03%+1,884+1.1%Added
AustralianSuper Pty Ltd169,230$14.7M0.08%−29,123−14.7%Reduced
US Bancorp160,599$13.9M0.02%−4,195−2.5%Reduced
State of Wisconsin Investment Board158,477$13.8M0.03%−47,825−23.2%Reduced
LPL Financial LLC155,811$13.5M0.00%−6,932−4.3%Reduced
Argosy-Lionbridge Management, LLC150,170$13.0M9.15%−5,250−3.4%Reduced
National Bank of Canada146,492$12.7M0.01%+4,377+3.1%Added
Quantinno Capital Management LP146,204$12.7M0.02%−84,257−36.6%Reduced
Atria Investments LLC144,740$12.6M0.14%+36,517+33.7%Added
Adage Capital Partners GP, L.L.C.142,517$12.4M0.02%−52,300−26.8%Reduced
Connor, Clark & Lunn Investment Management Ltd.139,622$12.1M0.03%−190,139−57.7%Reduced
Factory Mutual Insurance Co139,500$12.1M0.14%+2,750+2.0%Added
Cerity Partners LLC138,605$12.0M0.02%+52,252+60.5%Added
Ceredex Value Advisors LLC132,542$11.5M0.36%−26,270−16.5%Reduced
Great West Life Assurance Co131,102$11.4M0.02%−1,250−0.9%Reduced
Federation des caisses Desjardins du Quebec130,964$11.4M0.04%+5,835+4.7%Added
Pictet Asset Management Holding SA131,017$11.4M0.01%−142,781−52.1%Reduced
Creative Planning127,097$11.0M0.01%+63,913+101.2%Added
Natixis Advisors, L.P.126,667$11.0M0.02%−5,346−4.0%Reduced
Man Group plc125,871$10.9M0.02%+71,171+130.1%Added
New York State Common Retirement Fund120,830$10.5M0.01%00.0%Unchanged
Bank of Nova Scotia119,363$10.4M0.02%−370,742−75.6%Reduced
CBOE Vest Financial, LLC119,060$10.3M0.12%−85,162−41.7%Reduced
Oakcliff Capital Partners, LP118,000$10.2M4.52%00.0%Unchanged
Occudo Quantitative Strategies LP111,970$10.1M0.55%+111,970New
DekaBank Deutsche Girozentrale116,856$10.1M0.02%00.0%Unchanged
Sapient Capital LLC115,560$10.0M0.15%−109,057−48.6%Reduced
HRT Financial LP115,501$10.0M0.03%−68,890−37.4%Reduced
PFA Pension, Forsikringsaktieselskab115,109$10.0M0.03%00.0%Unchanged
Korea Investment CORP107,837$9.36M0.02%−16,892−13.5%Reduced
Natixis106,869$9.28M0.04%+105,361+6,986.8%Added
Chevy Chase Trust Holdings, Inc.106,854$9.28M0.03%−2,789−2.5%Reduced
Verition Fund Management LLC101,786$8.84M0.09%−30,614−23.1%Reduced
Vanguard Investments Australia, Ltd.101,699$8.83M0.03%+101,699New
Abc Arbitrage SA99,992$8.68M1.15%+73,092+271.7%Added
TD Asset Management Inc99,964$8.68M0.01%−414−0.4%Reduced
Cambria Investment Management, L.P.99,310$8.62M0.48%+26,535+36.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)98,763$8.58M0.02%+45,177+84.3%Added
Carmel Capital Partners, LLC98,335$8.54M3.08%−1,609−1.6%Reduced
Mercer Global Advisors Inc96,448$8.38M0.01%+14,222+17.3%Added
Stifel Financial Corp93,615$8.13M0.01%+6,778+7.8%Added
Treasurer of the State of North Carolina91,911$7.98M0.03%+2,271+2.5%Added
Universal- Beteiligungs- und Servicegesellschaft mbH88,535$7.82M0.01%+2,558+3.0%Added
Asset Management One Co.,Ltd.89,675$7.79M0.02%−169−0.2%Reduced
Mn Services Vermogensbeheer B.V.89,372$7.76M0.05%00.0%Unchanged
Parkwood LLC88,608$7.70M0.68%+2,889+3.4%Added
Deltroit Asset Management (UK) LLP88,446$7.68M1.33%+67,854+329.5%Added
Cetera Investment Advisers88,408$7.68M0.01%+12,685+16.8%Added
Horiko Capital Management LLC88,429$7.64M1.76%+880+1.0%Added
American Assets Investment Management, LLC86,370$7.50M0.51%00.0%Unchanged
Nomura Asset Management Co Ltd86,150$7.48M0.02%+1,311+1.5%Added
Basswood Capital Management, L.L.C.86,001$7.47M0.38%−2,266−2.6%Reduced
Ieq Capital, LLC84,716$7.36M0.03%+82,289+3,390.6%Added
Mitsubishi UFJ Trust & Banking Corp84,622$7.35M0.02%−3,981−4.5%Reduced
Handelsbanken Fonder AB83,485$7.25M0.02%+7,025+9.2%Added
KLP Kapitalforvaltning AS82,394$7.16M0.03%+2,200+2.7%Added
Royal London Asset Management Ltd81,068$7.04M0.01%+5,420+7.2%Added
Nisa Investment Advisors, LLC80,637$7.00M0.03%−1,449−1.8%Reduced
Entropy Technologies, LP78,944$6.86M0.32%+78,944New
SG Americas Securities, LLC77,635$6.74M0.01%+60,822+361.8%Added
Tredje AP-fonden75,484$6.56M0.04%+51,340+212.6%Added
CIBC Bancorp USA Inc.75,256$6.54M0.01%+75,256New
QRG Capital Management, Inc.74,752$6.49M0.07%+4,531+6.5%Added
State of Michigan Retirement System74,015$6.43M0.03%−3,100−4.0%Reduced
XTX Topco Ltd72,559$6.30M0.11%+37,691+108.1%Added
Y-Intercept (Hong Kong) Ltd72,304$6.28M0.12%+72,304New
Asset Management Advisors, LLC71,692$6.23M3.77%+150+0.2%Added
Stockman Wealth Management, Inc.71,542$6.21M0.69%+6,823+10.5%Added
Resona Asset Management Co.,Ltd.71,653$6.20M0.03%+1,741+2.5%Added
Omers Administration Corp70,507$6.12M0.04%+2,131+3.1%Added
Standard Life Aberdeen plc69,992$6.08M0.01%+1,056+1.5%Added
Palmer Knight Co68,867$5.98M2.92%+1,621+2.4%Added
Public Employees Retirement System of Ohio68,194$5.92M0.02%−1,345−1.9%Reduced
Turtle Creek Wealth Advisors, LLC67,846$5.89M0.44%+17,300+34.2%Added
Credit Agricole S A66,907$5.81M0.02%−8,704−11.5%Reduced
Montgomery Investment Management Inc66,788$5.80M1.98%00.0%Unchanged
Glenmede Trust Co NA66,746$5.80M0.03%−1,550−2.3%Reduced
Danske Bank A/S66,714$5.79M0.01%−5,300−7.4%Reduced
State of Tennessee, Treasury Department65,168$5.66M0.02%00.0%Unchanged
CI Private Wealth, LLC65,962$5.66M0.01%−2,700−3.9%Reduced
First Washington CORP63,581$5.52M1.56%−404−0.6%Reduced
CWM, LLC63,359$5.50M0.01%+56,892+879.7%Added
State of New Jersey Common Pension Fund D62,035$5.39M0.02%+1,149+1.9%Added
Toronto Dominion Bank61,896$5.38M0.01%−9,685−13.5%Reduced
Mirae Asset Global Investments Co., Ltd.61,404$5.33M0.02%+7,913+14.8%Added
JGP Wealth Management, LLC60,800$5.28M0.55%−322−0.5%Reduced
KBC Group NV60,258$5.23M0.01%−2,431−3.9%Reduced
Aquatic Capital Management LLC60,081$5.22M0.15%+60,081New
Boston Partners59,986$5.21M0.01%+10,702+21.7%Added
Laurion Capital Management LP59,979$5.21M0.49%+59,979New
Farringdon Capital, Ltd.59,799$5.19M1.14%+56,886+1,952.8%Added
Badgley Phelps Wealth Managers, LLC59,374$5.16M0.10%+13,749+30.1%Added
Shufro Rose & Co LLC59,002$5.12M0.35%−597−1.0%Reduced
Czech National Bank58,764$5.10M0.03%+1,872+3.3%Added
Cresset Asset Management, LLC58,691$5.10M0.02%−1,325−2.2%Reduced
Catherine Avery Investment Management LLC58,503$5.08M2.27%+26,958+85.5%Added