Lennar Corp. Class ALEN

13F holders, Q1 2025 (March 31)
968holders −52
120new positions
169sold out
16famous investors
$114.73avg. 13F price*

At the end of Q1 2025, 968 institutions reported holding Lennar Corp. Class A (LEN) in their 13F filings, down 52 from Q4 2024. 120 opened new positions and 169 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($2.5B) and State Street Corp. ($1.2B). 16 famous investors held it, including Glenn Greenberg (5.8% of Brave Warrior Advisors's portfolio), Daniel Sundheim (0.8% of D1 Capital Partners's portfolio) and Andreas Halvorsen (0.5% of Viking Global Investors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions120$1.9B
Exits169$726.5M

All 13F filers, Q4 2024 → Q1 2025: 30,948,193 shares bought and 29,415,481 shares sold, net +1,532,712 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 968 holders

Vanguard Group Inc. 0.05% Reduce -1.5% 25,868,288 $3.0B
BlackRock, Inc. 0.05% Reduce -12.3% 21,843,423 $2.5B
State Street Corp. 0.05% Reduce -7.3% 10,691,356 $1.2B
Aristotle Capital Management, LLC 2.23% Reduce -2.7% 9,755,016 $1.1B
Greenhaven Associates Inc. 17.22% Add +3.0% 9,439,955 $1.1B
Manufacturers Life Insurance Company, The 0.98% Add +45.4% 8,894,125 $1.0B
Eagle Capital Management LLC 3.06% New 7,297,990 $837.7M
Geode Capital Management, LLC 0.05% Add +1.7% 5,956,079 $682.0M
JPMorgan Chase & Co. 0.04% Add +16.1% 4,893,261 $561.6M
FMR LLC 0.03% Reduce -36.2% 4,586,886 $526.5M
Capital World Investors 0.08% Add +0.2% 4,396,586 $504.6M
Principal Financial Group Inc. 0.21% Add +4.9% 3,275,703 $376.0M
Bank of America Corp. 0.03% Add +28.4% 3,132,330 $359.5M
Morgan Stanley 0.03% Reduce -8.0% 3,082,606 $353.8M
Barrow Hanley Mewhinney & Strauss LLC 1.19% New 2,856,426 $327.9M
Dimensional Fund Advisors LP 0.08% Add +2.5% 2,785,042 $319.6M
Norges Bank 0.04% Reduce -13.2% 2,683,973 $308.1M
ACR Alpine Capital Research, LLC 6.44% Add +61.1% 2,679,944 $307.6M
Northern Trust Corp. 0.04% Reduce -3.9% 2,566,632 $294.6M
Goldman Sachs Group Inc. 0.06% Add +21.0% 2,544,823 $292.1M
Invesco Ltd. 0.05% Add +6.4% 2,466,713 $283.1M
Arrowstreet Capital, Limited Partnership 0.23% Reduce -19.5% 2,460,172 $282.4M
Nordea Investment Management AB 0.29% Add +7.4% 2,417,511 $274.8M
Smead Capital Management, Inc. 4.68% Reduce -8.7% 2,377,483 $272.9M
Brave Warrior Advisors 5.76% Add +23.4% 2,189,608 $251.3M
First Trust Advisors LP 0.21% Reduce -7.5% 2,014,499 $231.2M
Berkshire Hathaway 0.09% New 1,929,972 $221.5M
Neuberger Berman Group LLC 0.19% Reduce -3.3% 1,927,068 $221.2M
Wellington Management Group LLP 0.04% Reduce -45.9% 1,753,098 $201.2M
Charles Schwab Investment Management Inc. 0.03% Add +1.2% 1,620,700 $186.0M
Eminence Capital, LP 3.03% Add +130.8% 1,581,489 $181.5M
UBS Group AG 0.04% Add +7.6% 1,564,028 $179.5M
Pacer Advisors, Inc. 0.46% Reduce -52.6% 1,551,421 $178.1M
Qube Research & Technologies Ltd 0.27% Reduce -16.6% 1,533,753 $176.0M
Legal & General Group Plc 0.04% Reduce -3.5% 1,387,970 $159.3M
Viking Global Investors 0.49% New 1,351,526 $155.1M
Bank of New York Mellon Corp 0.03% Reduce -4.3% 1,313,331 $150.7M
Victory Capital Management Inc. 0.14% Add +152.1% 1,177,759 $135.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -1.8% 1,143,555 $131.3M
Wells Fargo & Company 0.03% Add +33.9% 1,098,143 $126.0M
Boston Partners 0.15% Reduce -57.7% 1,079,886 $123.9M
AQR Capital Management 0.12% Reduce -46.6% 985,199 $112.0M
Renaissance Technologies 0.16% Add +47.4% 939,333 $107.8M
BNP Paribas Financial Markets 0.08% Add +110.0% 923,448 $106.0M
HSBC Holdings PLC 0.07% Reduce -18.6% 864,392 $99.1M
Envestnet Asset Management Inc. 0.03% Add +21.4% 839,085 $96.3M
Millennium Management 0.09% Add +127.2% 791,083 $90.8M
Royal Bank of Canada 0.02% Add +2.4% 790,304 $90.7M
Amundi 0.03% Reduce -35.6% 802,837 $88.4M
Barclays PLC 0.04% Add +22.8% 768,567 $88.2M
Jacobs Levy Equity Management, Inc. 0.34% Add +20.1% 736,490 $84.5M
LSV Asset Management 0.20% Reduce -3.4% 736,132 $84.5M
Swiss National Bank 0.05% Reduce -0.2% 673,572 $77.3M
Ameriprise Financial Inc. 0.02% Reduce -49.3% 663,560 $76.2M
Sei Investments Co. 0.10% Add +2.2% 661,871 $76.0M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +2.0% 613,219 $70.4M
Nuveen, LLC 0.02% — 599,848 $68.9M
Deutsche Bank AG 0.03% Reduce -42.0% 558,621 $64.1M
TCW Group Inc. 0.57% Reduce -0.3% 554,863 $63.7M
Caisse de depot et placement du Quebec 0.13% Reduce -59.0% 544,986 $62.6M
Rhumbline Advisers 0.05% Add +8.7% 491,338 $56.4M
D1 Capital Partners 0.82% Reduce -30.3% 468,433 $53.8M
Sound Shore Management Inc 1.88% Add +17.8% 466,752 $53.6M
Voloridge Investment Management, LLC 0.19% Reduce -42.1% 451,072 $51.8M
Citigroup Inc. 0.04% Reduce -12.0% 446,849 $51.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +15.5% 433,672 $49.8M
Two Sigma Advisers, LP 0.11% Add +250.6% 430,655 $49.4M
National Pension Service 0.05% Add +15.2% 421,120 $48.3M
Pictet Asset Management Holding SA 0.05% Add +17.3% 407,789 $46.8M
Basswood Capital Management, L.L.C. 2.62% No change 405,933 $46.6M
Raymond James Financial Inc. 0.02% Add +3.6% 405,526 $46.5M
California Public Employees Retirement System 0.03% Reduce -4.8% 390,790 $44.9M
Oppenheimer Asset Management Inc. 0.55% Add +88.4% 389,100 $44.7M
Russell Investments Group, Ltd. 0.06% Reduce -29.9% 374,329 $42.9M
Tudor Investment Corporation 0.38% Add +52.6% 370,924 $42.6M
ANTIPODES PARTNERS Ltd 1.31% New 364,040 $41.8M
T. Rowe Price Associates Inc. 0.01% Add +2.3% 360,006 $41.3M
California State Teachers Retirement System 0.05% Reduce -0.9% 358,974 $41.2M
Jane Street Group, LLC 0.07% Add +18.2% 357,990 $41.1M
Citadel Advisors 0.04% Add +174.0% 346,660 $39.8M
Blue Whale Capital LLP 3.18% New 342,711 $39.3M
Assetmark, Inc. 0.11% Add +6.8% 334,516 $38.4M
Ceredex Value Advisors LLC 0.83% New 332,153 $38.1M
AustralianSuper Pty Ltd 0.21% New 322,837 $37.1M
Brandywine Global Investment Management, LLC 0.27% Add +32.6% 319,055 $36.6M
GMO 0.11% Add +24.0% 296,534 $34.0M
Berkshire Asset Management LLC 1.60% New 304,775 $33.4M
Alliancebernstein L.P. 0.01% Add +1.5% 290,624 $33.4M
Mitsubishi UFJ Trust & Banking Corp 0.09% Add +1.4% 288,682 $33.1M
State of Wisconsin Investment Board 0.08% Add +5.8% 269,061 $30.9M
Salem Investment Counselors Inc. 1.07% Reduce -0.7% 268,167 $30.8M
HRT Financial LP 0.19% Add +232.7% 260,302 $29.9M
Capital Fund Management S.A. 0.37% Reduce -13.0% 254,775 $29.2M
Vest Financial, LLC 0.43% Add +3.8% 243,800 $28.0M
River Road Asset Management, LLC 0.37% Reduce -39.1% 238,243 $27.3M
Canada Pension Plan Investment Board 0.03% Add +39.2% 234,167 $26.9M
Quantinno Capital Management LP 0.17% Add +327.4% 232,597 $26.7M
State Board of Administration of Florida Retirement System 0.05% No change 229,910 $26.4M
STRS Ohio 0.11% Reduce -6.3% 229,000 $26.3M
New York State Teachers Retirement System 0.06% Reduce -5.2% 223,996 $25.7M

"% 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 968 holders