Lennar Corp. Class ALEN

13F holders, Q4 2025 (December 31)
968holders −15
91new positions
143sold out
11famous investors
$102.87avg. 13F price*

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

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions91$339.0M
Exits143$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.

Show all 968 holders