Lennar Corp. Class BLEN.B
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 266 institutions reported holding Lennar Corp. Class B (LEN.B) in their 13F filings, unchanged from Q3 2024. 26 opened new positions and 35 sold out. The largest holders were Vanguard Group Inc. ($205.3M), Gabelli Funds LLC ($157.5M) and GAMCO Investors ($60.5M). 7 famous investors held it, including Mario Gabelli (0.6% of GAMCO Investors's portfolio), Warren Buffett (0.0% of Berkshire Hathaway's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Lennar Corp. Class B
- CUSIP
- 526057302
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $20.6M |
| Exits | 35 | $14.3M |
All 13F filers, Q3 2024 → Q4 2024: 358,773 shares bought and 383,099 shares sold, net −24,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 266 holders
| Vanguard Group Inc. | 0.00% | Reduce -1.0% | 1,553,572 | $205.3M |
| Gabelli Funds LLC | 1.20% | Reduce -1.5% | 1,192,159 | $157.5M |
| GAMCO Investors | 0.63% | Reduce -3.9% | 457,564 | $60.5M |
| BlackRock, Inc. | 0.00% | Reduce -2.6% | 364,178 | $48.1M |
| Greenhaven Associates Inc. | 0.71% | Reduce -0.1% | 364,059 | $48.1M |
| Norges Bank | 0.00% | No change | 230,042 | $30.4M |
| Morgan Stanley | 0.00% | Reduce -13.1% | 162,479 | $21.5M |
| Third Avenue Management LLC | 4.14% | No change | 161,781 | $21.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -5.3% | 159,566 | $21.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.8% | 157,313 | $20.8M |
| Berkshire Hathaway | 0.01% | No change | 152,572 | $20.2M |
| Neuberger Berman Group LLC | 0.02% | Reduce -1.6% | 146,221 | $19.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | Reduce -5.4% | 134,973 | $17.8M |
| NFC Investments, LLC | 4.40% | Add +32.1% | 120,770 | $16.0M |
| 683 Capital Management, LLC | 1.67% | No change | 115,000 | $15.2M |
| GoodHaven Capital Management, LLC | 4.61% | No change | 106,686 | $14.1M |
| QRG Capital Management, Inc. | 0.14% | Add +2.2% | 104,498 | $13.8M |
| Sib LLC | 6.93% | Reduce -1.1% | 99,542 | $13.2M |
| Geode Capital Management, LLC | 0.00% | Add +10.1% | 99,068 | $13.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1.1% | 97,346 | $12.9M |
| Torray Investment Partners LLC | 1.84% | No change | 96,859 | $12.8M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -18.3% | 87,855 | $11.6M |
| Principal Financial Group Inc. | 0.01% | Add +3.9% | 78,565 | $10.4M |
| Aristotle Capital Management, LLC | 0.02% | Reduce -0.3% | 75,781 | $10.0M |
| Sei Investments Co. | 0.01% | Reduce -4.6% | 65,826 | $8.7M |
| Bank of New York Mellon Corp | 0.00% | Add +56.1% | 64,660 | $8.5M |
| Montgomery Investment Management Inc. | 3.20% | Reduce -1.5% | 61,568 | $8.1M |
| Chilton Investment Co. Inc. | 0.21% | New | 60,914 | $8.0M |
| FMR LLC | 0.00% | Reduce -5.4% | 58,638 | $7.7M |
| Red Door Wealth Management, LLC | 1.17% | Add +5.5% | 57,791 | $7.6M |
| Legal & General Group Plc | 0.00% | Reduce -25.1% | 56,294 | $7.4M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -4.6% | 51,763 | $6.8M |
| State Street Corp. | 0.00% | Reduce -6.7% | 49,475 | $6.5M |
| Voloridge Investment Management, LLC | 0.02% | Add +39.5% | 49,081 | $6.5M |
| Northern Trust Corp. | 0.00% | Add +15.5% | 47,987 | $6.3M |
| Seizert Capital Partners, LLC | 0.28% | New | 47,193 | $6.2M |
| Maltese Capital Management LLC | 0.92% | Reduce -22.9% | 44,898 | $5.9M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.97% | Add +4.0% | 43,067 | $5.7M |
| ACR Alpine Capital Research, LLC | 0.11% | Add +0.0% | 38,723 | $5.1M |
| Renaissance Technologies | 0.01% | Add +186.7% | 37,552 | $5.0M |
| First Manhattan Co. Llc. | 0.01% | Reduce -1.0% | 34,670 | $4.6M |
| State of Alaska, Department of Revenue | 0.05% | No change | 34,499 | $4.6M |
| Mraz, Amerine & Associates, Inc. | 0.69% | Reduce -3.2% | 29,244 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.7% | 28,635 | $3.8M |
| HSBC Holdings PLC | 0.00% | Add +92.0% | 27,031 | $3.6M |
| Carmel Capital Partners, LLC | 1.33% | No change | 25,018 | $3.3M |
| Handelsbanken Fonder AB | 0.01% | Reduce -41.5% | 22,804 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +54.0% | 22,625 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +2.6% | 21,373 | $2.8M |
| Capital World Investors | 0.00% | No change | 21,169 | $2.8M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -13.3% | 20,983 | $2.8M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.3% | 19,869 | $2.6M |
| Malaga Cove Capital, LLC | 0.99% | Reduce -2.5% | 19,077 | $2.5M |
| Carnegie Investment Counsel | 0.07% | Reduce -10.6% | 18,901 | $2.5M |
| Charles Schwab Investment Management Inc. | 0.00% | New | 18,350 | $2.4M |
| Bank of America Corp. | 0.00% | Reduce -4.8% | 17,807 | $2.4M |
| MAI Capital Management | 0.02% | Add +1049.1% | 17,731 | $2.3M |
| STRS Ohio | 0.01% | Add +9.1% | 16,176 | $2.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.6% | 15,579 | $2.1M |
| Byrne Asset Management LLC | 1.57% | Reduce -1.6% | 14,568 | $1.9M |
| SG Americas Securities, LLC | 0.01% | New | 14,020 | $1.9M |
| Abn Amro Investment Solutions | 0.03% | No change | 13,800 | $1.8M |
| Invesco Ltd. | 0.00% | Add +13.6% | 13,683 | $1.8M |
| Amundi | 0.00% | Add +131.1% | 13,612 | $1.7M |
| D. E. Shaw & Co. | 0.00% | Add +230.0% | 12,629 | $1.7M |
| Patient Capital Management, LLC | 0.08% | No change | 12,500 | $1.7M |
| Franklin Resources Inc. | 0.00% | Add +7.9% | 11,282 | $1.5M |
| American Century Companies Inc. | 0.00% | Add +10.8% | 11,159 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -0.4% | 9,823 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +2.3% | 9,333 | $1.2M |
| Ethic Inc. | 0.02% | Add +67.0% | 9,323 | $1.2M |
| Supplemental Annuity Collective Trust of NJ | 0.35% | No change | 9,000 | $1.2M |
| Canada Pension Plan Investment Board | 0.00% | Add +24.6% | 8,609 | $1.1M |
| Dark Forest Capital Management LP | 0.16% | Add +2.9% | 8,233 | $1.1M |
| Citigroup Inc. | 0.00% | Add +3.6% | 8,077 | $1.1M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -21.8% | 7,946 | $1.1M |
| Rhumbline Advisers | 0.00% | Add +2.1% | 7,555 | $998K |
| Rafferty Asset Management, LLC | 0.00% | Add +49.5% | 7,458 | $986K |
| New York State Common Retirement Fund | 0.00% | No change | 7,344 | $971K |
| Millennium Management | 0.00% | Reduce -61.0% | 7,215 | $953K |
| Creative Planning | 0.00% | Add +24.6% | 7,180 | $949K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -2.4% | 6,989 | $923K |
| Jane Street Group, LLC | 0.00% | Add +1.1% | 6,778 | $896K |
| Citadel Advisors | 0.00% | Reduce -75.2% | 6,342 | $838K |
| Alaska Permanent Fund Corp | 0.01% | No change | 6,211 | $821K |
| Quantinno Capital Management LP | 0.01% | Add +20.0% | 6,180 | $817K |
| USS Investment Management Ltd | 0.01% | Reduce -76.1% | 6,125 | $810K |
| Blair William & Co. | 0.00% | Add +0.3% | 6,122 | $809K |
| Praxis Investment Management Inc. | 0.05% | New | 6,030 | $797K |
| UBS Group AG | 0.00% | Add +45.8% | 5,680 | $751K |
| Arbiter Partners Capital Management LLC | 1.10% | Reduce -18.3% | 5,629 | $744K |
| Squarepoint Ops LLC | 0.00% | Reduce -20.8% | 5,593 | $739K |
| Huber Capital Management LLC | 0.15% | No change | 5,560 | $735K |
| Deutsche Bank AG | 0.00% | Add +4.0% | 4,952 | $654K |
| Treasurer of the State of North Carolina | 0.00% | Reduce -0.8% | 4,867 | $643K |
| Atlas Capital Advisors Inc. | 0.08% | Reduce -0.5% | 4,845 | $640K |
| Globeflex Capital L P | 0.05% | No change | 4,835 | $639K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -12.3% | 4,563 | $603K |
| Aviva PLC | 0.00% | Add +2.1% | 4,409 | $583K |
| Alliancebernstein L.P. | 0.00% | Reduce -1.9% | 4,331 | $572K |
| Vestcor Inc | 0.02% | No change | 4,099 | $542K |
| MML Investors Services, LLC | 0.00% | Add +17.4% | 3,918 | $518K |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 3,814 | $504K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -28.7% | 3,801 | $502K |
| Pathstone Holdings, LLC | 0.00% | Reduce -6.7% | 3,790 | $501K |
| First Trust Advisors LP | 0.00% | New | 3,561 | $471K |
| AQR Capital Management | 0.00% | Add +16.0% | 3,342 | $442K |
| Meeder Advisory Services, Inc. | 0.03% | Add +2.9% | 3,282 | $434K |
| Summit Securities Group LLC | 0.15% | No change | 3,106 | $410K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 3,072 | $406K |
| CSS LLC | 0.07% | No change | 3,000 | $396K |
| Pinebridge Investments, L.P. | 0.00% | Add +20.5% | 2,940 | $389K |
| XTX Topco Ltd | 0.03% | Reduce -5.9% | 2,902 | $383K |
| Whalerock Point Partners, LLC | 0.09% | No change | 2,900 | $383K |
| First Foundation Advisors | 0.01% | Reduce -3.4% | 2,882 | $381K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 2,800 | $370K |
| LPL Financial LLC | 0.00% | Add +19.9% | 2,777 | $367K |
| Raymond James Financial Inc. | 0.00% | — | 2,773 | $366K |
| Victory Capital Management Inc. | 0.00% | Add +14.5% | 2,762 | $365K |
| Empowered Funds, LLC | 0.01% | Add +57.7% | 2,621 | $346K |
| CCM Investment Group, LLC | 0.04% | — | 2,494 | $329K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -10.4% | 2,302 | $300K |
| Engineers Gate Manager LP | 0.01% | Add +54.5% | 2,261 | $299K |
| BNP Paribas Financial Markets | 0.00% | Reduce -55.0% | 2,261 | $299K |
| Federated Hermes, Inc. | 0.00% | New | 2,198 | $290K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.2% | 2,247 | $289K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,169 | $287K |
| Vontobel Holding Ltd. | 0.00% | Add +15.9% | 2,131 | $282K |
| Alps Advisors Inc. | 0.00% | No change | 2,090 | $276K |
| Park Avenue Securities LLC | 0.00% | Add +20.1% | 2,084 | $275K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.5% | 2,014 | $266K |
| Verition Fund Management LLC | 0.00% | New | 1,894 | $250K |
| Cerity Partners LLC | 0.00% | Reduce -39.0% | 1,495 | $249K |
| Mariner, LLC | 0.00% | Add +0.8% | 1,865 | $246K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 1,853 | $245K |
| Acadian Asset Management LLC | 0.00% | No change | 1,789 | $236K |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 1,737 | $230K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,700 | $225K |
| Envestnet Asset Management Inc. | 0.00% | New | 1,669 | $221K |
| Barclays PLC | 0.00% | Reduce -47.6% | 1,667 | $220K |
| Quent Capital, LLC | 0.02% | No change | 1,578 | $209K |
| Everhart Financial Group, Inc. | 0.04% | Reduce -1.9% | 1,574 | $208K |
| West Oak Capital, LLC | 0.11% | No change | 1,555 | $206K |
| M&T Bank Corp | 0.00% | Reduce -0.3% | 1,542 | $203K |
| NDVR, Inc. | 0.19% | Add +11.0% | 1,522 | $201K |
| Principal Securities, Inc. | 0.00% | Add +50.2% | 1,448 | $191K |
| State of Wyoming | 0.02% | Reduce -0.6% | 1,325 | $175K |
| Central Pacific Bank - Trust Division | 0.02% | No change | 1,300 | $172K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.1% | 1,293 | $171K |
| Royal Bank of Canada | 0.00% | Reduce -60.0% | 1,282 | $169K |
| CI Investments Inc. | 0.00% | Add +231.1% | 1,066 | $141K |
| Whittier Trust Co. | 0.00% | No change | 1,020 | $135K |
| Avanza Fonder AB | 0.00% | — | 994 | $131K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -96.5% | 991 | $131K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 867 | $112K |
| California State Teachers Retirement System | 0.00% | Reduce -11.0% | 823 | $109K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 794 | $105K |
| Bessemer Group Inc. | 0.00% | No change | 783 | $103K |
| First Horizon Advisors, Inc. | 0.00% | No change | 775 | $102K |
| Osaic Holdings, Inc. | 0.00% | Add +2838.4% | 3,673 | $101K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +33.5% | 762 | $101K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.7% | 755 | $100K |
| Sterling Capital Management LLC | 0.00% | Add +56.0% | 674 | $89K |
| Eagle Bay Advisors LLC | 0.06% | No change | 673 | $89K |
| Covestor Ltd | 0.05% | Add +25.6% | 643 | $85K |
| V-Square Quantitative Management LLC | 0.01% | Add +49.5% | 616 | $82K |
| Amalgamated Bank | 0.00% | No change | 600 | $79K |
| Cwm, LLC | 0.00% | Add +4.9% | 579 | $77K |
| WealthCollab, LLC | 0.04% | No change | 478 | $63K |
| US Bancorp \de | 0.00% | Add +3.5% | 437 | $58K |
| GAMMA Investing LLC | 0.00% | Reduce -16.4% | 403 | $53K |
| Trust Co. of Vermont | 0.00% | No change | 370 | $49K |
| Comerica Bank | 0.00% | Reduce -23.2% | 357 | $47K |
| Assetmark, Inc. | 0.00% | Add +11233.3% | 340 | $45K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.6% | 297 | $39K |
| Westpac Banking Corp. | 0.00% | No change | 294 | $39K |
| Group One Trading LLC | 0.00% | New | 276 | $36K |
| Smartleaf Asset Management LLC | 0.00% | Add +31.0% | 228 | $30K |
| Versant Capital Management, Inc | 0.01% | Reduce -3.5% | 221 | $29K |
| Meeder Asset Management Inc. | 0.00% | Reduce -82.8% | 208 | $27K |
| Riverview Trust Co | 0.02% | No change | 197 | $26K |
| Bank of Montreal | 0.00% | Reduce -97.0% | 196 | $26K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.0% | 194 | $26K |
| R Squared Ltd | 0.02% | — | 190 | $25K |
| Wahed Invest LLC | 0.00% | No change | 171 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8400.0% | 170 | $22K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 154 | $20K |
| Jones Financial Companies LLLP | 0.00% | Add +40.6% | 142 | $19K |
| Arax Advisory Partners | 0.00% | Reduce -3.7% | 130 | $17K |
| WPG Advisers, LLC | 0.02% | — | 127 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -25.1% | 125 | $17K |
| Venturi Wealth Management, LLC | 0.00% | No change | 120 | $16K |
| Grove Bank & Trust | 0.00% | Add +26.6% | 100 | $13K |
| TD Private Client Wealth LLC | 0.00% | Reduce -17.4% | 90 | $12K |
| Sage Mountain Advisors LLC | 0.00% | No change | 83 | $11K |
| National Bank of Canada | 0.00% | No change | 82 | $11K |
| Corebridge Financial, Inc. | 0.00% | Reduce -8.3% | 77 | $10K |
| Parkside Financial Bank & Trust | 0.00% | No change | 69 | $9K |
| Signaturefd, LLC | 0.00% | No change | 65 | $9K |
| Twin Tree Management, LP | 0.00% | New | 63 | $8K |
| Decker Retirement Planning Inc. | 0.00% | — | 53 | $7K |
| IFP Advisors, Inc | 0.00% | Add +40.0% | 49 | $6K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.2% | 46 | $6K |
| ExodusPoint Capital Management, LP | 0.00% | New | 42 | $6K |
| Clearstead Advisors, LLC | 0.00% | Add +10.5% | 42 | $6K |
| Allworth Financial LP | 0.00% | Reduce -13.0% | 40 | $5K |
| Glenmede Trust Co. NA | 0.00% | Add +14.3% | 32 | $4K |
| Raleigh Capital Management Inc. | 0.00% | No change | 30 | $4K |
| Quadrant Capital Group LLC | 0.00% | No change | 30 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 29 | $4K |
| Whipplewood Advisors, LLC | 0.00% | — | 27 | $4K |
| Tortoise Investment Management, LLC | 0.00% | No change | 26 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +1050.0% | 23 | $3K |
| Penserra Capital Management LLC | 0.00% | No change | 24 | $3K |
| Bfsg, LLC | 0.00% | No change | 22 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 19 | $3K |
| Park Place Capital Corp | 0.00% | No change | 18 | $2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | No change | 15 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +160.0% | 13 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 12 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 11 | $1K |
| Lindbrook Capital, LLC | 0.00% | No change | 10 | $1K |
| Aspect Partners, LLC | 0.00% | No change | 10 | $1K |
| William B. Walkup & Associates, Inc. | 0.00% | No change | 9 | $1K |
| Huntington National Bank | 0.00% | Add +350.0% | 9 | $1K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -35.7% | 9 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $1K |
| Colonial Trust Co / SC | 0.00% | New | 8 | $1K |
| Hemington Wealth Management | 0.00% | Add +25.0% | 10 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 5 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 7 | $925 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 6 | $793 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6 | $793 |
| Robinswood Financial LLC | 0.00% | No change | 6 | $792 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 5 | $661 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 5 | $661 |
| Painted Porch Advisors LLC | 0.00% | New | 5 | $661 |
| Human Investing LLC | 0.00% | New | 5 | $661 |
| CVA Family Office, LLC | 0.00% | No change | 5 | $661 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 5 | $645 |
| Graney & King, LLC | 0.00% | — | 4 | $529 |
| Sierra Ocean, LLC | 0.00% | — | 4 | $529 |
| Atticus Wealth Management, LLC | 0.00% | No change | 4 | $529 |
| NewSquare Capital LLC | 0.00% | New | 4 | $529 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $397 |
| Archer Investment Corp | 0.00% | No change | 3 | $396 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $269 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 2 | $265 |
| Brooklyn Investment Group | 0.00% | New | 2 | $265 |
| True Wealth Design, LLC | 0.00% | New | 2 | $265 |
| Runnymede Capital Advisors, Inc. | 0.00% | — | 2 | $264 |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 2 | $264 |
| High Note Wealth, LLC | 0.00% | New | 2 | $264 |
| Activest Wealth Management | 0.00% | New | 2 | $264 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 2 | $264 |
| AdvisorNet Financial, Inc | 0.00% | New | 2 | $264 |
| Avior Wealth Management, LLC | 0.00% | New | 2 | $264 |
| NorthRock Partners, LLC | 0.00% | New | 2 | $264 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 2 | $264 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1 | $133 |
| Adirondack Trust Co. | 0.00% | No change | 1 | $132 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $132 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1 | $132 |
| Blue Trust, Inc. | 0.00% | Reduce -98.5% | 1 | $132 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 1 | $132 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $132 |
"% of holder's portfolio" is LEN.B's weight in each manager's 13F, not the share of Lennar Corp. Class B the manager owns.