Lennar Corp. Class ALEN
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 968 institutions reported holding Lennar Corp. Class A (LEN) in their 13F filings, down 15 from Q3 2025. 91 opened new positions and 143 sold out. The largest holders were Vanguard Group Inc. ($2.5B), BlackRock, Inc. ($1.9B) and Eagle Capital Management LLC ($1.1B). 11 famous investors held it, including Glenn Greenberg (5.8% of Brave Warrior Advisors's portfolio), Warren Buffett (0.3% of Berkshire Hathaway's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $339.0M |
| Exits | 143 | $358.4M |
All 13F filers, Q3 2025 → Q4 2025: 15,789,612 shares bought and 28,650,798 shares sold, net −12,861,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 968 holders
| Vanguard Group Inc. | 0.04% | Reduce -4.5% | 24,497,589 | $2.5B |
| BlackRock, Inc. | 0.03% | Reduce -14.6% | 18,086,692 | $1.9B |
| Eagle Capital Management LLC | 3.52% | Add +16.2% | 10,986,212 | $1.1B |
| State Street Corp. | 0.03% | Reduce -3.8% | 10,104,819 | $1.0B |
| Greenhaven Associates Inc. | 16.82% | Add +4.6% | 10,094,147 | $1.0B |
| Aristotle Capital Management, LLC | 1.80% | Reduce -4.6% | 8,725,950 | $897.0M |
| Berkshire Hathaway | 0.26% | No change | 7,050,950 | $724.8M |
| Manufacturers Life Insurance Company, The | 0.52% | Reduce -7.0% | 6,089,621 | $626.0M |
| Geode Capital Management, LLC | 0.04% | Reduce -5.3% | 5,621,682 | $575.7M |
| Morgan Stanley | 0.02% | Reduce -13.5% | 3,762,980 | $386.8M |
| Principal Financial Group Inc. | 0.18% | Reduce -2.9% | 3,393,230 | $348.8M |
| Capital World Investors | 0.05% | Add +0.2% | 3,263,338 | $335.5M |
| ACR Alpine Capital Research, LLC | 5.15% | Add +11.6% | 3,215,072 | $330.5M |
| FMR LLC | 0.02% | Reduce -46.3% | 3,212,459 | $330.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -48.2% | 2,917,951 | $300.0M |
| Northern Trust Corp. | 0.04% | Add +15.2% | 2,705,866 | $278.2M |
| Norges Bank | 0.03% | — | 2,623,469 | $269.7M |
| Bank of America Corp. | 0.02% | Reduce -15.2% | 2,496,452 | $256.6M |
| Brave Warrior Advisors | 5.81% | Add +20.2% | 2,411,414 | $247.9M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -8.2% | 2,283,503 | $234.8M |
| Janus Henderson Group PLC | 0.10% | Add +12.0% | 2,127,225 | $218.7M |
| Invesco Ltd. | 0.02% | Add +5.3% | 2,118,574 | $217.8M |
| Van Lanschot Kempen Investment Management N.V. | 1.73% | Add +90.9% | 1,963,373 | $201.8M |
| Smead Capital Management, Inc. | 3.89% | Reduce -6.5% | 1,822,291 | $187.3M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -35.7% | 1,725,158 | $177.3M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.1% | 1,721,132 | $176.9M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.58% | Reduce -64.4% | 1,686,414 | $173.4M |
| First Trust Advisors LP | 0.13% | Reduce -19.2% | 1,685,831 | $173.3M |
| Two Sigma Investments, LP | 0.25% | Add +647.6% | 1,536,279 | $157.9M |
| Jane Street Group, LLC | 0.18% | Add +377.6% | 1,490,958 | $153.3M |
| Legal & General Group Plc | 0.03% | Reduce -5.0% | 1,278,892 | $131.5M |
| Neuberger Berman Group LLC | 0.10% | Reduce -29.3% | 1,275,386 | $131.1M |
| Wells Fargo & Company | 0.03% | Reduce -19.2% | 1,258,074 | $129.3M |
| Squarepoint Ops LLC | 0.26% | Add +29.8% | 1,254,307 | $128.9M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Reduce -12.5% | 1,100,812 | $113.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -9.5% | 1,071,357 | $110.1M |
| UBS Group AG | 0.02% | Add +4.6% | 1,023,837 | $105.3M |
| D. E. Shaw & Co. | 0.08% | Add +3793.0% | 980,875 | $100.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -3.5% | 941,234 | $96.8M |
| Freestone Grove Partners LP | 0.69% | New | 933,278 | $95.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -22.6% | 893,943 | $91.9M |
| Millennium Management | 0.06% | Reduce -0.3% | 802,842 | $82.5M |
| Royal Bank of Canada | 0.01% | Reduce -20.8% | 768,590 | $79.0M |
| Nuveen, LLC | 0.02% | Reduce -6.2% | 682,565 | $70.2M |
| Two Sigma Advisers, LP | 0.14% | Add +214.8% | 676,725 | $69.6M |
| BNP Paribas Financial Markets | 0.04% | Reduce -1.9% | 661,009 | $68.0M |
| Barclays PLC | 0.03% | Reduce -14.7% | 630,458 | $64.8M |
| Deutsche Bank AG | 0.02% | Reduce -3.9% | 620,428 | $63.8M |
| Amundi | 0.02% | Add +62.0% | 612,617 | $63.0M |
| Citadel Advisors | 0.04% | Add +78.9% | 595,228 | $61.2M |
| Sei Investments Co. | 0.06% | Reduce -4.4% | 594,668 | $61.1M |
| Susquehanna International Group, LLP | 0.08% | Add +165.2% | 592,980 | $61.0M |
| Swiss National Bank | 0.04% | Reduce -12.5% | 573,968 | $59.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -9.8% | 572,343 | $58.8M |
| Oppenheimer Asset Management Inc. | 0.69% | Add +19.6% | 542,190 | $55.7M |
| American Century Companies Inc. | 0.03% | Add +25.9% | 504,675 | $51.9M |
| Renaissance Technologies | 0.08% | New | 504,639 | $51.9M |
| Bank of Nova Scotia | 0.07% | Add +1303.1% | 490,105 | $50.4M |
| HSBC Holdings PLC | 0.03% | Reduce -14.1% | 468,006 | $48.2M |
| River Road Asset Management, LLC | 0.52% | Add +10.3% | 461,696 | $47.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Reduce -3.7% | 448,674 | $46.8M |
| Citigroup Inc. | 0.03% | Add +25.5% | 450,651 | $46.3M |
| Rhumbline Advisers | 0.04% | Reduce -5.0% | 450,335 | $46.3M |
| National Pension Service | 0.03% | Add +4.7% | 445,407 | $45.8M |
| Prana Capital Management, LP | 1.61% | Add +9.9% | 432,132 | $44.4M |
| AQR Capital Management | 0.02% | Reduce -13.6% | 428,745 | $44.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.5% | 372,263 | $38.3M |
| Qube Research & Technologies Ltd | 0.05% | New | 371,095 | $38.1M |
| Rafferty Asset Management, LLC | 0.13% | Add +1.8% | 370,307 | $38.1M |
| Clearbridge Investments, LLC | 0.03% | Reduce -61.5% | 362,982 | $37.3M |
| Assetmark, Inc. | 0.07% | Reduce -2.9% | 346,662 | $35.6M |
| Tudor Investment Corporation | 0.20% | New | 345,372 | $35.5M |
| ANTIPODES PARTNERS Ltd | 0.72% | Add +9.2% | 335,039 | $34.4M |
| California State Teachers Retirement System | 0.03% | Reduce -11.9% | 334,703 | $34.4M |
| TCW Group Inc. | 0.24% | Reduce -52.9% | 332,657 | $34.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.09% | Add +99.2% | 329,761 | $33.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -4.9% | 327,267 | $33.6M |
| California Public Employees Retirement System | 0.02% | Reduce -47.1% | 306,251 | $31.5M |
| Berkshire Asset Management LLC | 1.36% | Reduce -0.5% | 302,496 | $31.1M |
| Victory Capital Management Inc. | 0.02% | Add +18.4% | 287,804 | $29.6M |
| Caisse de depot et placement du Quebec | 0.05% | Reduce -48.7% | 285,067 | $29.3M |
| AE Wealth Management LLC | 0.16% | Add +1549.1% | 278,207 | $28.6M |
| Franklin Resources Inc. | 0.01% | Add +100.8% | 275,950 | $28.4M |
| Pictet Asset Management Holding SA | 0.03% | Add +14.3% | 273,798 | $28.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -31.3% | 263,484 | $27.1M |
| Salem Investment Counselors Inc. | 0.76% | Reduce -1.5% | 261,972 | $26.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -11.6% | 251,396 | $25.8M |
| Truist Financial Corp. | 0.03% | Reduce -1.6% | 249,744 | $25.7M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -52.6% | 241,903 | $24.9M |
| GMO | 0.06% | Add +6.2% | 239,163 | $24.6M |
| Capital Fund Management S.A. | 0.23% | New | 238,136 | $24.5M |
| Quantinno Capital Management LP | 0.05% | Add +8.5% | 230,461 | $23.7M |
| Sapient Capital LLC | 0.33% | Reduce -0.1% | 224,617 | $23.3M |
| Pacific Heights Asset Management LLC | 0.87% | Add +28.6% | 225,000 | $23.1M |
| Cannell & Spears LLC | 0.43% | Reduce -1.3% | 222,232 | $22.8M |
| Teachers Retirement System of the State of Kentucky | 0.16% | Reduce -23.1% | 210,775 | $21.7M |
| New York State Teachers Retirement System | 0.04% | Reduce -2.4% | 206,824 | $21.3M |
| State of Wisconsin Investment Board | 0.05% | Add +30.6% | 206,302 | $21.2M |
| Marshall Wace, LLP | 0.02% | Add +49.5% | 205,837 | $21.2M |
| Vest Financial, LLC | 0.27% | Reduce -20.9% | 204,222 | $21.0M |
"% of holder's portfolio" is LEN's weight in each manager's 13F, not the share of Lennar Corp. Class A the manager owns.