Lennar Corp. Class ALEN
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 980 institutions reported holding Lennar Corp. Class A (LEN) in their 13F filings, down 38 from Q1 2024. 80 opened new positions and 113 sold out. The largest holders were Vanguard Group Inc. ($4.0B), BlackRock Inc. ($3.6B) and FMR LLC ($1.7B). 15 famous investors held it, including Daniel Sundheim (6.1% of D1 Capital Partners's portfolio), Glenn Greenberg (5.3% of Brave Warrior Advisors's portfolio) and Cliff Asness (0.4% of AQR Capital Management's portfolio).
- Company
- Lennar Corp. Class A
- Sector
- Consumer Discretionary
- CUSIP
- 526057104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $220.8M |
| Exits | 113 | $398.1M |
All 13F filers, Q1 2024 → Q2 2024: 15,831,049 shares bought and 14,720,050 shares sold, net +1,110,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 980 holders
| Vanguard Group Inc. | 0.08% | Reduce -1.0% | 26,699,867 | $4.0B |
| BlackRock Inc. | 0.08% | Add +7.7% | 24,348,600 | $3.6B |
| FMR LLC | 0.11% | Reduce -0.8% | 11,416,360 | $1.7B |
| State Street Corp. | 0.07% | Reduce -3.1% | 11,218,666 | $1.7B |
| Aristotle Capital Management, LLC | 2.96% | Reduce -2.2% | 10,201,053 | $1.5B |
| Greenhaven Associates Inc. | 17.67% | Add +0.4% | 8,972,532 | $1.3B |
| Wellington Management Group LLP | 0.21% | Reduce -29.0% | 7,961,727 | $1.2B |
| Manufacturers Life Insurance Company, The | 0.82% | Reduce -8.5% | 5,829,917 | $873.7M |
| Geode Capital Management, LLC | 0.08% | Add +1.7% | 5,805,355 | $867.7M |
| Capital World Investors | 0.11% | Reduce -1.6% | 4,386,359 | $657.4M |
| Morgan Stanley | 0.04% | Reduce -5.0% | 3,164,454 | $474.3M |
| Dimensional Fund Advisors LP | 0.12% | Reduce -2.4% | 3,097,524 | $464.2M |
| Pacer Advisors, Inc. | 1.06% | Add +15.1% | 3,021,856 | $452.9M |
| Norges Bank | 0.07% | Add +4.4% | 2,984,109 | $447.2M |
| Principal Financial Group Inc. | 0.25% | Add +4.5% | 2,753,864 | $412.7M |
| Bank of America Corp. | 0.04% | Reduce -3.9% | 2,610,654 | $391.3M |
| Smead Capital Management, Inc. | 6.04% | Add +5.5% | 2,577,009 | $386.2M |
| Northern Trust Corp. | 0.06% | Reduce -3.3% | 2,554,719 | $382.9M |
| Goldman Sachs Group Inc. | 0.07% | Add +13.5% | 2,436,943 | $365.2M |
| D1 Capital Partners | 6.12% | Add +428.9% | 2,420,000 | $362.7M |
| Arrowstreet Capital, Limited Partnership | 0.29% | Reduce -8.2% | 2,228,263 | $333.9M |
| Ameriprise Financial Inc. | 0.09% | Reduce -1.6% | 2,136,418 | $320.2M |
| Boston Partners | 0.39% | Add +8600.5% | 2,068,547 | $310.6M |
| Marshall Wace, LLP | 0.43% | Add +21.1% | 2,015,641 | $302.1M |
| Nordea Investment Management AB | 0.35% | Add +14.1% | 2,009,615 | $302.1M |
| Invesco Ltd. | 0.06% | Reduce -24.9% | 1,993,982 | $298.8M |
| JPMorgan Chase & Co. | 0.03% | Add +14.3% | 1,984,438 | $297.4M |
| Neuberger Berman Group LLC | 0.24% | Add +0.7% | 1,966,852 | $294.8M |
| First Trust Advisors LP | 0.27% | Add +7.3% | 1,737,355 | $260.4M |
| Bank of New York Mellon Corp | 0.05% | Reduce -3.3% | 1,621,303 | $243.0M |
| AQR Capital Management | 0.37% | Add +14.0% | 1,592,409 | $238.6M |
| Brave Warrior Advisors | 5.27% | Add +56.3% | 1,585,312 | $237.6M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +1.5% | 1,578,329 | $236.5M |
| Legal & General Group Plc | 0.06% | Reduce -5.5% | 1,500,567 | $224.9M |
| Caisse de depot et placement du Quebec | 0.50% | Add +10.4% | 1,387,065 | $207.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +30.2% | 1,336,056 | $200.2M |
| ACR Alpine Capital Research, LLC | 5.22% | Reduce -0.3% | 1,127,073 | $168.9M |
| D. E. Shaw & Co. | 0.23% | Add +45.0% | 986,023 | $147.8M |
| Squarepoint Ops LLC | 0.51% | Add +577.5% | 893,356 | $133.9M |
| Barclays PLC | 0.06% | Reduce -1.6% | 853,269 | $127.9M |
| HSBC Holdings PLC | 0.08% | Add +0.4% | 821,070 | $123.1M |
| Amundi | 0.05% | Reduce -15.7% | 827,137 | $121.3M |
| LSV Asset Management | 0.26% | Reduce -2.6% | 805,689 | $120.7M |
| Wells Fargo & Company | 0.03% | Reduce -13.3% | 805,025 | $120.6M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -0.9% | 749,822 | $112.4M |
| Royal Bank of Canada | 0.03% | Reduce -14.1% | 725,744 | $108.8M |
| Swiss National Bank | 0.07% | Reduce -3.1% | 725,472 | $108.7M |
| Baron Capital (BAMCO) | 0.30% | Add +6.8% | 693,189 | $103.9M |
| Jacobs Levy Equity Management, Inc. | 0.43% | Add +19.8% | 688,780 | $103.2M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -3.2% | 681,028 | $102.1M |
| Eminence Capital, LP | 1.58% | Add +14.6% | 655,368 | $98.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Reduce -8.0% | 655,257 | $98.2M |
| Russell Investments Group, Ltd. | 0.16% | Reduce -6.9% | 650,890 | $97.5M |
| UBS Group AG | 0.03% | Add +9.8% | 648,165 | $97.1M |
| Allianz Asset Management GmbH | 0.15% | Reduce -19.6% | 636,448 | $95.4M |
| Los Angeles Capital Management LLC | 0.33% | Reduce -23.4% | 611,279 | $91.6M |
| TCW Group Inc. | 0.82% | Add +15.9% | 610,549 | $91.5M |
| Rhumbline Advisers | 0.08% | Reduce -7.2% | 570,926 | $85.6M |
| Sei Investments Co. | 0.12% | Add +3.8% | 545,160 | $81.7M |
| Jane Street Group, LLC | 0.09% | Add +198.6% | 533,488 | $80.0M |
| Robeco Institutional Asset Management B.V. | 0.17% | Reduce -16.2% | 512,780 | $76.9M |
| Prudential Financial Inc. | 0.11% | Add +0.3% | 496,960 | $74.5M |
| California Public Employees Retirement System | 0.05% | Reduce -4.0% | 449,460 | $67.4M |
| Deutsche Bank AG | 0.03% | Reduce -6.0% | 440,315 | $66.0M |
| Victory Capital Management Inc. | 0.07% | Add +4.9% | 432,959 | $64.9M |
| BNP Paribas Financial Markets | 0.07% | Reduce -1.5% | 418,565 | $62.7M |
| Voloridge Investment Management, LLC | 0.23% | New | 417,446 | $62.6M |
| Man Group plc | 0.17% | Reduce -49.1% | 416,767 | $62.5M |
| Basswood Capital Management, L.L.C. | 3.95% | No change | 405,933 | $60.8M |
| California State Teachers Retirement System | 0.07% | Add +0.8% | 403,628 | $60.5M |
| Sound Shore Management Inc | 1.99% | Reduce -3.1% | 398,662 | $59.7M |
| Adage Capital Partners Gp, L.L.C. | 0.11% | Reduce -13.4% | 384,917 | $57.7M |
| National Pension Service | 0.07% | Add +0.1% | 382,579 | $57.3M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1.5% | 356,320 | $53.4M |
| Jennison Associates LLC | 0.03% | Add +1.3% | 355,776 | $53.3M |
| Renaissance Technologies | 0.09% | Add +358.3% | 348,933 | $52.3M |
| Canada Pension Plan Investment Board | 0.05% | Add +2665.9% | 334,642 | $50.2M |
| Citigroup Inc. | 0.05% | Add +13.3% | 334,470 | $50.1M |
| River Road Asset Management, LLC | 0.69% | New | 323,065 | $48.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Add +7.0% | 320,805 | $48.1M |
| Alliancebernstein L.P. | 0.02% | Reduce -8.1% | 318,171 | $47.7M |
| Raymond James & Associates | 0.03% | Add +5.0% | 314,321 | $47.1M |
| Pictet Asset Management Holding SA | 0.05% | Reduce -26.0% | 313,930 | $47.0M |
| Nan Shan Life Insurance Co., Ltd. | 1.10% | Add +491.9% | 311,568 | $46.7M |
| Bridgewater Associates | 0.24% | Reduce -23.5% | 311,390 | $46.7M |
| Assetmark, Inc. | 0.14% | Add +1.1% | 306,582 | $45.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.11% | Reduce -5.4% | 298,561 | $44.7M |
| Zurich Insurance Group Ltd | 0.39% | Reduce -17.1% | 298,094 | $44.7M |
| Oppenheimer Asset Management Inc. | 0.56% | Add +12.4% | 293,924 | $44.1M |
| Maplelane Capital, LLC | 3.26% | Add +43.6% | 290,000 | $43.5M |
| Bank of Montreal | 0.01% | Reduce -12.5% | 274,627 | $41.2M |
| Salem Investment Counselors Inc. | 1.31% | Reduce -0.8% | 271,799 | $40.7M |
| New York State Teachers Retirement System | 0.09% | Reduce -0.4% | 269,586 | $40.4M |
| Cercano Management LLC | 1.06% | Add +88.2% | 266,345 | $39.9M |
| QRG Capital Management, Inc. | 0.46% | Add +13.1% | 260,615 | $39.1M |
| Janus Henderson Group PLC | 0.02% | Add +56.1% | 260,039 | $39.0M |
| American Century Companies Inc. | 0.02% | Add +11.1% | 257,653 | $38.6M |
| State Board of Administration of Florida Retirement System | 0.07% | Reduce -18.6% | 252,871 | $37.9M |
| Wedge Capital Management L L P | 0.67% | Reduce -6.5% | 252,007 | $37.8M |
| Korea Investment CORP | 0.09% | Reduce -25.0% | 248,486 | $37.2M |
"% of holder's portfolio" is LEN's weight in each manager's 13F, not the share of Lennar Corp. Class A the manager owns.