Lennar Corp. Class ALEN
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 120 | $1.9B |
| Exits | 169 | $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.