Lennar Corp. Class ALEN

13F holders, Q4 2024 (December 31)
1,020holders −33
83new positions
166sold out
16famous investors
$136.41avg. 13F price*

At the end of Q4 2024, 1,020 institutions reported holding Lennar Corp. Class A (LEN) in their 13F filings, down 33 from Q3 2024. 83 opened new positions and 166 sold out. The largest holders were Vanguard Group Inc. ($3.6B), BlackRock, Inc. ($3.4B) and State Street Corp. ($1.6B). 16 famous investors held it, including Glenn Greenberg (6.0% of Brave Warrior Advisors's portfolio), Stephen Mandel (1.7% of Lone Pine Capital's portfolio) and Daniel Sundheim (1.5% of D1 Capital Partners'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions83$256.1M
Exits166$419.2M

All 13F filers, Q3 2024 → Q4 2024: 18,109,196 shares bought and 17,109,309 shares sold, net +999,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,020 holders

Vanguard Group Inc. 0.06% Reduce -0.6% 26,250,487 $3.6B
BlackRock, Inc. 0.07% Add +1.4% 24,906,897 $3.4B
State Street Corp. 0.06% Add +3.3% 11,537,239 $1.6B
Aristotle Capital Management, LLC 2.63% Reduce -0.6% 10,027,994 $1.4B
Greenhaven Associates Inc. 18.49% Add +0.8% 9,164,735 $1.2B
FMR LLC 0.06% Reduce -46.3% 7,192,279 $980.8M
Manufacturers Life Insurance Company, The 0.73% Add +3.6% 6,116,558 $834.1M
Geode Capital Management, LLC 0.06% Add +0.9% 5,854,392 $796.3M
Capital World Investors 0.09% Add +0.0% 4,389,390 $598.6M
JPMorgan Chase & Co. 0.05% Add +121.9% 4,216,612 $575.0M
Morgan Stanley 0.03% Add +0.3% 3,349,563 $456.8M
Pacer Advisors, Inc. 1.00% Add +22.0% 3,271,319 $446.1M
Wellington Management Group LLP 0.08% Add +18.9% 3,239,488 $441.8M
Principal Financial Group Inc. 0.23% Add +9.5% 3,123,325 $425.9M
Norges Bank 0.06% Add +8.4% 3,090,433 $421.4M
Arrowstreet Capital, Limited Partnership 0.33% Reduce -5.8% 3,056,131 $416.8M
Dimensional Fund Advisors LP 0.09% Reduce -2.3% 2,717,430 $370.6M
Northern Trust Corp. 0.05% Add +14.7% 2,669,711 $364.1M
Smead Capital Management, Inc. 5.51% Reduce -2.4% 2,603,555 $355.0M
Boston Partners 0.42% Reduce -13.6% 2,551,024 $347.9M
Bank of America Corp. 0.03% Reduce -7.7% 2,438,651 $332.6M
Invesco Ltd. 0.06% Add +15.3% 2,319,313 $316.3M
Nordea Investment Management AB 0.32% Add +21.4% 2,250,626 $308.7M
First Trust Advisors LP 0.26% Add +37.9% 2,178,987 $297.1M
Goldman Sachs Group Inc. 0.06% Reduce -10.9% 2,102,569 $286.7M
Neuberger Berman Group LLC 0.22% Reduce -2.4% 1,992,491 $271.7M
AQR Capital Management 0.32% Add +35.4% 1,846,753 $251.8M
Qube Research & Technologies Ltd 0.41% Add +338.5% 1,838,538 $250.7M
Brave Warrior Advisors 6.02% Reduce -0.4% 1,774,390 $242.0M
Lone Pine Capital 1.74% Reduce -41.3% 1,717,903 $234.3M
ACR Alpine Capital Research, LLC 4.91% Add +99.4% 1,663,322 $226.8M
Charles Schwab Investment Management Inc. 0.04% Add +1.9% 1,601,770 $218.4M
UBS Group AG 0.04% Add +107.6% 1,453,182 $198.2M
Legal & General Group Plc 0.05% Reduce -4.4% 1,438,523 $196.2M
Bank of New York Mellon Corp 0.03% Reduce -12.4% 1,372,310 $187.1M
Caisse de depot et placement du Quebec 0.38% Reduce -2.0% 1,329,728 $181.3M
Ameriprise Financial Inc. 0.05% Reduce -8.5% 1,309,727 $178.6M
Amundi 0.06% Add +0.5% 1,245,937 $167.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -1.5% 1,165,048 $158.9M
HSBC Holdings PLC 0.09% Add +41.7% 1,062,011 $144.9M
Deutsche Bank AG 0.05% Add +129.6% 963,766 $131.4M
Long Pond Capital, LP 6.62% Add +47.5% 920,282 $125.5M
Wells Fargo & Company 0.03% Reduce -22.1% 820,274 $111.9M
Voloridge Investment Management, LLC 0.38% Add +339.4% 779,762 $106.3M
Royal Bank of Canada 0.02% Reduce -14.1% 771,945 $105.3M
LSV Asset Management 0.24% Reduce -1.1% 761,904 $103.9M
Envestnet Asset Management Inc. 0.03% Reduce -2.5% 691,112 $94.2M
Eminence Capital, LP 1.43% Add +43.4% 685,225 $93.4M
Swiss National Bank 0.06% Reduce -6.0% 674,672 $92.0M
D. E. Shaw & Co. 0.11% Reduce -26.4% 673,918 $91.9M
Sei Investments Co. 0.11% Add +1.5% 647,745 $88.3M
D1 Capital Partners 1.46% Add +67.3% 672,433 $88.1M
Renaissance Technologies 0.13% New 637,133 $86.9M
Nuveen Asset Management, LLC 0.02% Reduce -4.4% 633,822 $86.4M
Barclays PLC 0.04% Reduce -24.1% 626,052 $85.4M
Jacobs Levy Equity Management, Inc. 0.30% Reduce -11.4% 613,224 $83.6M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -1.0% 601,165 $82.0M
TCW Group Inc. 0.64% Reduce -1.4% 556,420 $75.9M
Russell Investments Group, Ltd. 0.10% Reduce -13.0% 533,755 $72.8M
Cannell & Spears LLC 1.44% Add +1.0% 514,970 $70.2M
Citigroup Inc. 0.07% Add +65.1% 507,684 $69.2M
Man Group plc 0.22% Add +112.5% 506,722 $69.1M
Victory Capital Management Inc. 0.06% Add +11.6% 467,224 $63.7M
Public Sector Pension Investment Board 0.27% Add +517.0% 465,957 $63.5M
Rhumbline Advisers 0.06% Reduce -3.7% 451,856 $61.6M
BNP Paribas Financial Markets 0.05% Add +1.8% 439,711 $60.0M
California Public Employees Retirement System 0.04% Reduce -7.5% 410,417 $56.0M
Basswood Capital Management, L.L.C. 3.23% No change 405,933 $55.4M
Sound Shore Management Inc 1.78% Add +12.2% 396,289 $54.0M
Cercano Management LLC 1.37% Reduce -44.8% 395,605 $53.9M
River Road Asset Management, LLC 0.71% Add +3.6% 391,524 $53.4M
Raymond James Financial Inc. 0.02% — 391,439 $53.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +6.5% 375,538 $51.0M
California State Teachers Retirement System 0.06% Reduce -9.8% 362,110 $49.4M
Baron Capital (BAMCO) 0.12% Reduce -50.3% 353,303 $48.2M
T. Rowe Price Associates Inc. 0.01% Add +0.6% 351,926 $48.0M
National Pension Service 0.05% Reduce -4.0% 365,548 $47.9M
Millennium Management 0.04% Reduce -17.3% 348,181 $47.5M
Pictet Asset Management Holding SA 0.05% Reduce -6.7% 347,688 $47.4M
American Century Companies Inc. 0.03% Add +17.5% 337,223 $46.0M
Bridgewater Associates 0.20% Add +69.7% 326,518 $44.5M
Assetmark, Inc. 0.12% Add +1.2% 313,060 $42.7M
Jennison Associates LLC 0.03% Reduce -11.3% 304,940 $41.6M
Jane Street Group, LLC 0.07% Reduce -5.3% 302,845 $41.3M
Capital Fund Management S.A. 0.40% Add +113.9% 292,950 $39.9M
Alliancebernstein L.P. 0.01% Reduce -4.3% 286,388 $39.1M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -3.1% 284,554 $38.8M
Bank of Montreal 0.02% Add +10.9% 282,138 $38.5M
Robeco Institutional Asset Management B.V. 0.07% Reduce -2.6% 273,192 $37.3M
Salem Investment Counselors Inc. 1.21% Reduce -0.8% 270,032 $36.8M
QRG Capital Management, Inc. 0.36% Reduce -0.7% 256,131 $34.9M
State of Wisconsin Investment Board 0.09% Add +63.5% 254,363 $34.7M
STRS Ohio 0.13% Add +1.3% 244,490 $33.3M
Tudor Investment Corporation 0.35% Add +310.0% 243,093 $33.2M
Brandywine Global Investment Management, LLC 0.24% Add +30.0% 240,619 $32.8M
GMO 0.11% Add +138.9% 239,058 $32.6M
Parallax Volatility Advisers, L.P. 0.82% Add +120.1% 236,481 $32.2M
New York State Teachers Retirement System 0.07% Reduce -5.0% 236,200 $32.2M
Vest Financial, LLC 0.57% Add +60.4% 234,798 $32.0M
State Board of Administration of Florida Retirement System 0.06% Reduce -6.6% 229,910 $31.4M

"% 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 1,020 holders