Lennar Corp. Class ALEN

13F holders, Q2 2024 (June 30)
980holders −38
80new positions
113sold out
15famous investors
$149.79avg. 13F price*

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

05001,0001,500 Q1 2024: 1,018Q1 2024Q2 2024: 980Q2 2024Q3 2024: 1,053Q3 2024Q4 2024: 1,020Q4 2024Q1 2025: 968Q1 2025Q2 2025: 940Q2 2025Q3 2025: 983Q3 2025Q4 2025: 968Q4 2025Q1 2026: 938Q1 2026Q2 2026: 938Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions80$220.8M
Exits113$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.

Show all 980 holders