Lennar Corp. Class ALEN
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 940 institutions reported holding Lennar Corp. Class A (LEN) in their 13F filings, down 28 from Q1 2025. 102 opened new positions and 129 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($2.4B) and State Street Corp. ($1.2B). 14 famous investors held it, including Glenn Greenberg (5.5% of Brave Warrior Advisors's portfolio), Andreas Halvorsen (0.8% of Viking Global Investors's portfolio) and Warren Buffett (0.3% of Berkshire Hathaway'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $342.6M |
| Exits | 129 | $409.8M |
All 13F filers, Q1 2025 → Q2 2025: 21,789,188 shares bought and 18,765,596 shares sold, net +3,023,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 940 holders
| Vanguard Group Inc. | 0.05% | Add +4.1% | 26,919,216 | $3.0B |
| BlackRock, Inc. | 0.05% | Reduce -1.9% | 21,436,596 | $2.4B |
| State Street Corp. | 0.04% | Add +1.4% | 10,840,603 | $1.2B |
| Aristotle Capital Management, LLC | 2.06% | Reduce -0.8% | 9,680,891 | $1.1B |
| Greenhaven Associates Inc. | 15.62% | Add +0.6% | 9,493,585 | $1.1B |
| Eagle Capital Management LLC | 3.29% | Add +23.8% | 9,036,657 | $999.5M |
| Berkshire Hathaway | 0.30% | Add +265.2% | 7,048,993 | $779.7M |
| Manufacturers Life Insurance Company, The | 0.66% | Reduce -25.4% | 6,636,441 | $734.1M |
| Geode Capital Management, LLC | 0.05% | Add +0.6% | 5,992,469 | $660.6M |
| JPMorgan Chase & Co. | 0.04% | Add +4.2% | 5,100,232 | $564.1M |
| FMR LLC | 0.03% | Add +2.8% | 4,715,671 | $521.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.54% | Add +44.6% | 4,129,650 | $456.8M |
| Morgan Stanley | 0.03% | Add +20.1% | 3,703,067 | $409.6M |
| Principal Financial Group Inc. | 0.20% | Add +2.7% | 3,364,610 | $372.2M |
| Capital World Investors | 0.05% | Reduce -26.0% | 3,253,543 | $359.9M |
| Norges Bank | 0.04% | Add +13.9% | 3,056,746 | $338.1M |
| ACR Alpine Capital Research, LLC | 5.85% | Add +10.3% | 2,955,813 | $326.9M |
| Bank of America Corp. | 0.02% | Reduce -11.7% | 2,764,751 | $305.8M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -1.4% | 2,745,818 | $303.7M |
| Goldman Sachs Group Inc. | 0.05% | Add +2.2% | 2,599,942 | $287.6M |
| Viking Global Investors | 0.81% | Add +86.7% | 2,523,594 | $279.1M |
| Northern Trust Corp. | 0.04% | Reduce -3.6% | 2,474,137 | $273.7M |
| First Trust Advisors LP | 0.21% | Add +16.6% | 2,347,890 | $259.7M |
| Invesco Ltd. | 0.04% | Reduce -8.6% | 2,254,156 | $249.3M |
| Nordea Investment Management AB | 0.22% | Reduce -9.1% | 2,197,646 | $241.8M |
| Brave Warrior Advisors | 5.47% | Reduce -1.5% | 2,157,127 | $238.6M |
| Smead Capital Management, Inc. | 4.65% | Reduce -11.8% | 2,097,906 | $232.0M |
| Neuberger Berman Group LLC | 0.16% | Reduce -5.0% | 1,831,435 | $202.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.5% | 1,693,185 | $187.3M |
| Qube Research & Technologies Ltd | 0.23% | Reduce -0.7% | 1,522,710 | $168.4M |
| Arrowstreet Capital, Limited Partnership | 0.12% | Reduce -38.9% | 1,502,385 | $166.2M |
| Eminence Capital, LP | 2.39% | Reduce -7.2% | 1,467,819 | $162.4M |
| Wellington Management Group LLP | 0.03% | Reduce -16.5% | 1,464,469 | $162.0M |
| Legal & General Group Plc | 0.04% | Reduce -4.5% | 1,325,593 | $146.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +15.0% | 1,314,672 | $145.4M |
| Pacer Advisors, Inc. | 0.35% | Reduce -21.7% | 1,215,364 | $134.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -7.6% | 1,213,244 | $134.2M |
| Wells Fargo & Company | 0.03% | Add +6.1% | 1,165,480 | $128.9M |
| Squarepoint Ops LLC | 0.28% | Add +868.2% | 1,144,601 | $126.6M |
| UBS Group AG | 0.03% | Reduce -29.4% | 1,104,007 | $122.1M |
| Envestnet Asset Management Inc. | 0.03% | Add +28.4% | 1,077,184 | $119.1M |
| Van Lanschot Kempen Investment Management N.V. | 0.86% | New | 816,579 | $90.3M |
| Jacobs Levy Equity Management, Inc. | 0.35% | Add +8.0% | 795,711 | $88.0M |
| HSBC Holdings PLC | 0.06% | Reduce -8.1% | 794,682 | $87.9M |
| Barclays PLC | 0.03% | Reduce -1.6% | 756,192 | $83.6M |
| BNP Paribas Financial Markets | 0.07% | Reduce -18.2% | 755,760 | $83.6M |
| Royal Bank of Canada | 0.02% | Reduce -10.0% | 710,918 | $78.6M |
| Swiss National Bank | 0.05% | Add +4.3% | 702,872 | $77.7M |
| AQR Capital Management | 0.06% | Reduce -29.0% | 699,605 | $77.0M |
| LSV Asset Management | 0.17% | Reduce -8.5% | 673,386 | $74.5M |
| Sei Investments Co. | 0.08% | Reduce -3.0% | 641,687 | $71.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +3.5% | 634,920 | $70.2M |
| Nuveen, LLC | 0.02% | Add +1.5% | 608,866 | $67.3M |
| Two Sigma Advisers, LP | 0.13% | Add +36.8% | 589,055 | $65.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -15.8% | 558,893 | $61.8M |
| Deutsche Bank AG | 0.02% | Reduce -1.1% | 552,484 | $61.1M |
| Amundi | 0.02% | Reduce -35.6% | 516,862 | $59.5M |
| Caisse de depot et placement du Quebec | 0.13% | Reduce -1.7% | 535,739 | $59.3M |
| Renaissance Technologies | 0.08% | Reduce -45.1% | 515,833 | $57.1M |
| Russell Investments Group, Ltd. | 0.07% | Add +36.6% | 511,303 | $56.5M |
| Rhumbline Advisers | 0.05% | Add +1.3% | 497,775 | $55.1M |
| TCW Group Inc. | 0.43% | Reduce -10.9% | 494,197 | $54.7M |
| Citigroup Inc. | 0.04% | Add +4.1% | 465,241 | $51.5M |
| Oppenheimer Asset Management Inc. | 0.58% | Add +16.8% | 454,585 | $50.3M |
| Two Sigma Investments, LP | 0.09% | Add +260.1% | 452,656 | $50.1M |
| River Road Asset Management, LLC | 0.63% | Add +86.1% | 443,477 | $49.7M |
| Basswood Capital Management, L.L.C. | 2.47% | Add +10.6% | 448,984 | $49.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +1.4% | 439,910 | $48.7M |
| Schonfeld Strategic Advisors LLC | 0.37% | Add +100.1% | 438,281 | $48.5M |
| Voloridge Investment Management, LLC | 0.18% | Reduce -3.1% | 436,918 | $48.3M |
| California Public Employees Retirement System | 0.03% | Add +5.1% | 410,731 | $45.4M |
| Freestone Grove Partners LP | 0.34% | New | 405,139 | $44.8M |
| National Pension Service | 0.04% | Reduce -4.1% | 403,849 | $44.7M |
| California State Teachers Retirement System | 0.05% | Add +11.0% | 398,542 | $44.1M |
| Clearbridge Investments, LLC | 0.04% | Add +142.5% | 388,321 | $43.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.4% | 387,690 | $42.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.2% | 360,821 | $39.9M |
| Assetmark, Inc. | 0.09% | Add +3.6% | 346,674 | $38.3M |
| Susquehanna International Group, LLP | 0.06% | Add +171.4% | 343,079 | $37.9M |
| ANTIPODES PARTNERS Ltd | 1.17% | Reduce -6.6% | 340,001 | $37.6M |
| Prana Capital Management, LP | 1.34% | New | 333,791 | $36.9M |
| AustralianSuper Pty Ltd | 0.18% | No change | 322,837 | $35.7M |
| Ceredex Value Advisors LLC | 0.73% | Reduce -7.5% | 307,068 | $34.0M |
| Millennium Management | 0.03% | Reduce -61.6% | 304,100 | $33.6M |
| Berkshire Asset Management LLC | 1.52% | Reduce -0.3% | 303,788 | $33.6M |
| Vest Financial, LLC | 0.46% | Add +20.7% | 294,352 | $32.6M |
| Boston Partners | 0.04% | Reduce -73.2% | 289,337 | $32.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.3% | 281,039 | $31.1M |
| Capital Fund Management S.A. | 0.33% | Add +7.6% | 274,101 | $30.3M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -33.2% | 272,545 | $30.1M |
| American Century Companies Inc. | 0.02% | Add +26.9% | 270,822 | $30.0M |
| Salem Investment Counselors Inc. | 0.93% | Reduce -1.4% | 264,540 | $29.3M |
| Victory Capital Management Inc. | 0.02% | Reduce -78.4% | 254,723 | $28.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Reduce -12.5% | 252,523 | $27.9M |
| Quantinno Capital Management LP | 0.12% | Add +5.7% | 245,787 | $27.2M |
| Bridgewater Associates | 0.11% | Add +304.2% | 238,744 | $26.4M |
| GMO | 0.08% | Reduce -21.4% | 233,105 | $25.8M |
| Sapient Capital LLC | 0.46% | Add +114.9% | 232,414 | $25.7M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +1.1% | 232,380 | $25.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.30% | New | 230,000 | $25.4M |
"% of holder's portfolio" is LEN's weight in each manager's 13F, not the share of Lennar Corp. Class A the manager owns.