LENNAR CORP LEN
CL A · Common Stock · CUSIP 526057104 · ISIN US5260571048
American home construction and real estate company
- SectorIndustrials
- IndustryGeneral Bldg Contractors - Residential Bldgs
- HeadquartersMiami, FL
- Founded1954
- Websitelennar.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($269.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $74.62. Options: 26 managers hold calls ($224.7m notional), 32 hold puts ($432.8m).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $83.9m1.1m shares |
| CITADEL ADVISORS LLC | — | $45.2m605.9k shares |
| JANE STREET GROUP, LLC | — | $22.8m306.3k shares |
| SIMPLEX TRADING, LLC | — | $14.4m192.7k shares |
| Parallax Volatility Advisers, L.P. | — | $10.3m137.9k shares |
| WOLVERINE TRADING, LLC | — | $9.7m129.8k shares |
| UBS Group AG | — | $9.2m123.8k shares |
| PEAK6 Investments LLC | — | $7.9m105.8k shares |
| Walleye Trading LLC | — | $5.8m78.4k shares |
| Governors Lane LP | — | $3.3m44.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $114.4m1.5m shares |
| CITADEL ADVISORS LLC | — | $92.3m1.2m shares |
| JANE STREET GROUP, LLC | — | $50.9m682.2k shares |
| SIMPLEX TRADING, LLC | — | $39.2m525.5k shares |
| Lombard Odier Asset Management (USA) Corp | — | $33.5m450.0k shares |
| UBS Group AG | — | $18.8m252.4k shares |
| WOLVERINE TRADING, LLC | — | $14.4m192.6k shares |
| MILLENNIUM MANAGEMENT LLC | — | $13.4m180.2k shares |
| Walleye Trading LLC | — | $11.0m147.3k shares |
| GROUP ONE TRADING LLC | — | $7.2m96.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BERKSHIRE HATHAWAY INC 13G · institution +6.3 pts · filed 2026-10-07 | 12.5% |
| BlackRock, Inc. 13G · institution -1.2 pts · filed 2026-01-21 | 7.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 6.9% |
| GREENHAVEN ASSOCIATES INC 13G · institution new · filed 2026-05-04 | 5.1% |
| EAGLE CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-05-15 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 1 | $1.6m | — |
| Q3 2022 | 0 | — | 1 | $1.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-07-21 | Collins David M VP & Controller | Sold | $1.2m15.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 28.0m $2.1bn | — |
| BlackRock Inc. 0.05% of their portfolio | 20.6m $1.5bn | — |
| WELLINGTON MANAGEMENT GROUP LLP 0.28% of their portfolio | 17.4m $1.3bn | — |
| Capital World Investors 0.29% of their portfolio | 17.1m $1.3bn | — |
| Aristotle Capital Management, LLC 2.43% of their portfolio | 14.6m $1.1bn | — |
| STATE STREET CORP 0.05% of their portfolio | 11.4m $851.4m | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.57% of their portfolio | 11.0m $820.4m | — |
| FMR LLC 0.08% of their portfolio | 9.8m $731.8m | — |
| GREENHAVEN ASSOCIATES INC 14.62% of their portfolio | 9.3m $694.8m | — |
| Sanders Capital, LLC 0.59% of their portfolio | 5.7m $428.4m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 5.2m $385.4m | — |
| PRINCIPAL FINANCIAL GROUP INC 0.24% of their portfolio | 4.0m $297.7m | — |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 3.7m $277.5m | — |
| DIMENSIONAL FUND ADVISORS LP 0.10% of their portfolio | 3.4m $257.0m | — |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 3.2m $242.2m | — |
| NORTHERN TRUST CORP 0.05% of their portfolio | 3.0m $225.0m | — |
| MORGAN STANLEY 0.03% of their portfolio | 2.8m $206.7m | — |
| Smead Capital Management, Inc. 4.94% of their portfolio | 2.5m $189.9m | — |
| AMERIPRISE FINANCIAL INC 0.07% of their portfolio | 2.4m $178.9m | — |
| Bank of New York Mellon Corp 0.04% of their portfolio | 2.3m $173.9m | — |
| NEUBERGER BERMAN GROUP LLC 0.17% of their portfolio | 2.2m $161.3m | — |
| ACR Alpine Capital Research, LLC 7.58% of their portfolio | 2.1m $152.9m | — |
| Invesco Ltd. 0.05% of their portfolio | 2.0m $151.3m | — |
| Legal & General Group Plc 0.06% of their portfolio | 1.9m $143.6m | — |
| NORGES BANK 0.04% of their portfolio | 1.8m $135.2m | — |
| Maj Invest Holding A/S 3.07% of their portfolio | 1.5m $113.4m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 1.5m $108.5m | — |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.4m $104.1m | — |
| NORDEA INVESTMENT MANAGEMENT AB 0.17% of their portfolio | 1.4m $102.2m | — |
| EMINENCE CAPITAL, LP 2.06% of their portfolio | 1.3m $96.5m | — |
| LSV ASSET MANAGEMENT 0.23% of their portfolio | 1.3m $96.1m | — |
| Swiss National Bank 0.06% of their portfolio | 1.1m $83.6m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 1.1m $82.6m | — |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 1.1m $81.2m | — |
| Sound Shore Management Inc /CT/ 3.24% of their portfolio | 1.1m $80.1m | — |
| Amundi 0.05% of their portfolio | 1.0m $80.2m | — |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 960.9k $71.6m | — |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.36% of their portfolio | 929.8k $69.3m | — |
| Southpoint Capital Advisors LP 1.81% of their portfolio | 900.0k $67.1m | — |
| Pacer Advisors, Inc. 0.47% of their portfolio | 899.2k $67.0m | — |
| Brave Warrior Advisors, LLC 2.31% of their portfolio | 897.9k $66.9m | — |
| AQR CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 888.5k $66.2m | — |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 870.9k $64.9m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 778.5k $58.0m | — |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 768.2k $57.3m | — |
| Cannell & Co. 2.09% of their portfolio | 730.0k $54.4m | — |
| TCW GROUP INC 0.76% of their portfolio | 699.7k $52.2m | — |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 674.1k $50.3m | — |
| SEI INVESTMENTS CO 0.11% of their portfolio | 648.4k $48.3m | — |
| RWC Asset Management LLP 1.53% of their portfolio | 612.1k $45.6m | — |
| PICTET ASSET MANAGEMENT SA 0.07% of their portfolio | 602.7k $44.9m | — |
| California Public Employees Retirement System 0.04% of their portfolio | 575.8k $42.9m | — |
| Fisher Asset Management, LLC 0.03% of their portfolio | 563.7k $42.0m | — |
| GLENMEDE TRUST CO NA 0.26% of their portfolio | 558.0k $41.6m | — |
| JANE STREET GROUP, LLC 0.08% of their portfolio | 541.1k $40.3m | — |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.68% of their portfolio | 516.2k $38.5m | — |
| RHUMBLINE ADVISERS 0.06% of their portfolio | 507.9k $37.9m | — |
| 683 Capital Management, LLC 3.01% of their portfolio | 498.9k $37.2m | — |
| MARSHALL WACE, LLP 0.09% of their portfolio | 494.7k $36.9m | — |
| Caisse de depot et placement du Quebec 0.10% of their portfolio | 472.0k $35.2m | — |
| National Pension Service 0.07% of their portfolio | 453.4k $34.0m | — |
| Swedbank AB 0.08% of their portfolio | 451.1k $33.6m | — |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 436.4k $32.5m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 428.0k $31.9m | — |
| BNP PARIBAS FINANCIAL MARKETS 0.08% of their portfolio | 427.4k $31.8m | — |
| Brandywine Global Investment Management, LLC 0.29% of their portfolio | 420.4k $31.3m | — |
| UBS Group AG 0.02% of their portfolio | 414.4k $30.9m | — |
| TRUIST FINANCIAL CORP 0.06% of their portfolio | 413.6k $30.8m | — |
| CREDIT SUISSE AG/ 0.03% of their portfolio | 402.1k $30.0m | — |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 396.1k $29.5m | — |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 2.14% of their portfolio | 391.5k $29.2m | — |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 388.8k $29.0m | — |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.16% of their portfolio | 363.1k $27.1m | — |
| Mitsubishi UFJ Trust & Banking Corp 0.08% of their portfolio | 360.3k $26.9m | — |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 343.9k $25.6m | — |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 337.0k $25.1m | — |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 331.4k $24.7m | — |
| Ceredex Value Advisors LLC 0.39% of their portfolio | 320.7k $23.9m | — |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 319.2k $23.8m | — |
| DENDUR CAPITAL LP 5.01% of their portfolio | 317.5k $23.7m | — |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 314.0k $23.4m | — |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.06% of their portfolio | 312.7k $23.3m | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 311.8k $23.2m | — |
| PRUDENTIAL FINANCIAL INC 0.04% of their portfolio | 310.3k $23.2m | — |
| CITIGROUP INC 0.03% of their portfolio | 309.5k $23.1m | — |
| BAMCO INC /NY/ 0.07% of their portfolio | 301.9k $22.5m | — |
| Railway Pension Investments Ltd 0.24% of their portfolio | 301.5k $22.5m | — |
| SALEM INVESTMENT COUNSELORS INC 0.94% of their portfolio | 277.4k $20.7m | — |
| South Dakota Investment Council 0.48% of their portfolio | 269.2k $20.1m | — |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 267.1k $19.9m | — |
| EATON VANCE MANAGEMENT 0.03% of their portfolio | 263.7k $19.7m | — |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.05% of their portfolio | 259.8k $19.4m | — |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 258.6k $19.4m | — |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 258.4k $19.3m | — |
| Korea Investment CORP 0.06% of their portfolio | 249.0k $18.6m | — |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 247.5k $18.5m | — |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.28% of their portfolio | 237.7k $17.7m | — |
| Alberta Investment Management Corp 0.13% of their portfolio | 227.7k $17.0m | — |
| Edgemoor Investment Advisors, Inc. 2.24% of their portfolio | 225.3k $16.8m | — |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 220.9k $16.5m | — |