LENNAR CORP LEN.B
CL B · Common Stock · CUSIP 526057302
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 ($479.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $105.24. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 217 |
| Q4 2022 | 226 |
| Q1 2023 | 222 |
| Q2 2023 | 225 |
| Q3 2023 | 227 |
| Q4 2023 | 247 |
| Q1 2024 | 256 |
| Q2 2024 | 251 |
| Q3 2024 | 267 |
| Q4 2024 | 267 |
| Q1 2025 | 247 |
| Q2 2025 | 242 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 87 | 83 |
| Q4 2023 | 86 | 102 |
| Q1 2024 | 81 | 112 |
| Q2 2024 | 82 | 110 |
| Q3 2024 | 94 | 107 |
| Q4 2024 | 99 | 110 |
| Q1 2025 | 100 | 110 |
| Q2 2025 | 112 | 103 |
Biggest buyers
| Torray Investment Partners LLC | Added | +32.9k |
| STATE STREET CORP | Added | +28.2k |
| Berkshire Hathaway Inc | Added | +28.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +26.6k |
| Wealthfront Advisers LLC | Added | +19.3k |
| Legal & General Group Plc | Added | +17.4k |
| MORGAN STANLEY | Added | +16.8k |
| Quantinno Capital Management LP | Added | +14.3k |
| AQR CAPITAL MANAGEMENT LLC | Added | +14.2k |
| FMR LLC | Added | +13.6k |
Biggest sellers
| QRG CAPITAL MANAGEMENT, INC. | Reduced | -67.7k |
| MERCER GLOBAL ADVISORS INC /ADV | Reduced | -64.5k |
| CHILTON INVESTMENT CO INC. | Reduced | -56.0k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -39.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -25.2k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -23.5k |
| BlackRock, Inc. | Reduced | -20.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -19.2k |
| Bank of New York Mellon Corp | Reduced | -15.4k |
| SG Americas Securities, LLC | Sold out | -14.0k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: GAMCO INVESTORS, INC. ET AL (3.6%, 2026-01-13)
Insider purchases and sales in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 1 | $301.8k | 1 | $1.3m | $1.3m |
| Q4 2023 | 1 | $100.0k | 4 | $9.3m | $1.1m |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 1 | $247.3k | 2 | $4.8m | $3.3m |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 1 | $3.1m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 1.6m $164.3m | Reduced -11.1k |
| GABELLI FUNDS LLC 0.86% of their portfolio | 1.1m $120.9m | Reduced -5.5k |
| GAMCO INVESTORS, INC. ET AL 0.48% of their portfolio | 457.4k $48.1m | Reduced -737 |
| GREENHAVEN ASSOCIATES INC 0.57% of their portfolio | 364.1k $38.3m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 343.4k $36.1m | Reduced -20.4k |
| NORGES BANK 0.00% of their portfolio | 230.0k $24.2m | Unchanged |
| Berkshire Hathaway Inc 0.01% of their portfolio | 180.9k $19.0m | Added +28.2k |
| MORGAN STANLEY 0.00% of their portfolio | 178.7k $18.8m | Added +16.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 158.0k $16.6m | Reduced -2.1k |
| THIRD AVENUE MANAGEMENT LLC 3.21% of their portfolio | 148.0k $15.6m | Added +263 |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 144.0k $15.2m | Reduced -2.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 143.8k $15.1m | Reduced -12.9k |
| GoodHaven Capital Management, LLC 5.07% of their portfolio | 138.7k $14.6m | Added +5.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio | 135.0k $14.2m | Unchanged |
| Torray Investment Partners LLC 1.98% of their portfolio | 129.7k $13.7m | Added +32.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 120.7k $12.7m | Added +2.0k |
| NFC Investments, LLC 3.62% of their portfolio | 120.1k $12.6m | Added +2.9k |
| 683 Capital Management, LLC 1.23% of their portfolio | 115.0k $12.1m | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 91.7k $9.7m | Added +7.5k |
| FMR LLC 0.00% of their portfolio | 85.0k $8.9m | Added +13.6k |
| STATE STREET CORP 0.00% of their portfolio | 76.0k $8.0m | Added +28.2k |
| Legal & General Group Plc 0.00% of their portfolio | 75.7k $8.0m | Added +17.4k |
| Aristotle Capital Management, LLC 0.02% of their portfolio | 74.4k $7.8m | Reduced -692 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 73.6k $7.7m | Reduced -19.2k |
| Red Door Wealth Management, LLC 0.86% of their portfolio | 68.2k $7.2m | Added +5.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 65.6k $6.9m | Reduced -15.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 60.1k $6.3m | Added +1.1k |
| MONTGOMERY INVESTMENT MANAGEMENT INC 2.32% of their portfolio | 57.1k $6.0m | Reduced -4.6k |
| SEIZERT CAPITAL PARTNERS, LLC 0.25% of their portfolio | 54.3k $5.7m | Reduced -3.5k |
| Wealthfront Advisers LLC 0.01% of their portfolio | 43.0k $4.5m | Added +19.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 40.8k $4.3m | Reduced -25.2k |
| ACR Alpine Capital Research, LLC 0.07% of their portfolio | 35.8k $3.8m | Added +2.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 35.4k $3.7m | Reduced -6.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 31.0k $3.3m | Added +2.0k |
| Handelsbanken Fonder AB 0.01% of their portfolio | 30.9k $3.3m | Added +10.2k |
| Mraz, Amerine & Associates, Inc. 0.52% of their portfolio | 30.7k $3.2m | Added +1.3k |
| QRG CAPITAL MANAGEMENT, INC. 0.03% of their portfolio | 30.7k $3.2m | Reduced -67.7k |
| Quantinno Capital Management LP 0.01% of their portfolio | 29.8k $3.1m | Added +14.3k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 29.1k $3.1m | Reduced -4.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 28.6k $3.0m | Added +11.5k |
| State of Alaska, Department of Revenue 0.03% of their portfolio | 28.0k $2.9m | Unchanged |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 26.8k $2.8m | Added +41 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 26.6k $2.8m | Added +26.6k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 25.8k $2.7m | Reduced -64.5k |
| Carmel Capital Partners, LLC 0.92% of their portfolio | 25.0k $2.6m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 23.8k $2.5m | Added +1.2k |
| FIRST MANHATTAN CO. LLC. 0.01% of their portfolio | 22.7k $2.4m | Reduced -1.6k |
| Malaga Cove Capital, LLC 0.92% of their portfolio | 22.2k $2.3m | Reduced -334 |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 21.9k $2.3m | Reduced -23.5k |
| Capital World Investors 0.00% of their portfolio | 21.2k $2.2m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 21.0k $2.2m | Added +717 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 18.9k $2.0m | Added +14.2k |
| Carnegie Investment Counsel 0.04% of their portfolio | 18.3k $1.9m | Reduced -175 |
| Nuveen, LLC 0.00% of their portfolio | 16.2k $1.7m | Reduced -2.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 15.6k $1.6m | Added +3.0k |
| Invesco Ltd. 0.00% of their portfolio | 15.4k $1.6m | Added +2.3k |
| Byrne Asset Management LLC 1.03% of their portfolio | 14.7k $1.5m | Added +270 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 14.7k $1.5m | Reduced -5.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 14.0k $1.5m | Unchanged |
| ABN AMRO INVESTMENT SOLUTIONS 0.03% of their portfolio | 13.8k $1.5m | Unchanged |
| Ethic Inc. 0.03% of their portfolio | 13.8k $1.4m | Added +3.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 12.7k $1.3m | Added +6.5k |
| Patient Capital Management, LLC 0.06% of their portfolio | 12.5k $1.3m | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 10.8k $1.1m | Added +1.7k |
| UBS Group AG 0.00% of their portfolio | 10.6k $1.1m | Reduced -1.1k |
| Amundi 0.00% of their portfolio | 10.3k $1.1m | Reduced -413 |
| ABC ARBITRAGE SA 0.12% of their portfolio | 10.2k $1.1m | Added +2.3k |
| Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio | 10.2k $1.1m | Added +385 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 10.0k $1.1m | Added +2.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 9.4k $989.4k | Reduced -92 |
| Supplemental Annuity Collective Trust of NJ 0.27% of their portfolio | 9.0k $947.2k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 9.0k $945.3k | Added +1.7k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 8.7k $918.0k | Added +976 |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 8.6k $902.2k | New |
| Creative Planning 0.00% of their portfolio | 8.2k $858.2k | Added +1.0k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.03% of their portfolio | 8.0k $841.8k | Added +7 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 7.9k $836.3k | Unchanged |
| USS Investment Management Ltd 0.00% of their portfolio | 7.4k $779.4k | Added +830 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 6.6k $694.4k | Reduced -5.9k |
| CITIGROUP INC 0.00% of their portfolio | 6.4k $674.5k | Reduced -4.0k |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 6.2k $649.2k | Added +24 |
| Empowered Funds, LLC 0.01% of their portfolio | 6.2k $648.4k | Added +1.6k |
| Arbiter Partners Capital Management LLC 0.53% of their portfolio | 5.6k $592.5k | Unchanged |
| Huber Capital Management LLC 0.10% of their portfolio | 5.6k $585.2k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 5.4k $569.0k | Added +442 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 5.3k $562.5k | Unchanged |
| Regal Investment Advisors LLC 0.04% of their portfolio | 5.1k $536.8k | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 4.8k $507.6k | Added +212 |
| Meeder Advisory Services, Inc. 0.03% of their portfolio | 4.7k $489.4k | Added +525 |
| Treasurer of the State of North Carolina 0.00% of their portfolio | 4.5k $469.0k | Reduced -1.7k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 4.1k $430.3k | Added +1.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 3.8k $399.4k | Reduced -461 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 3.8k $396.4k | Reduced -122 |
| Vontobel Holding Ltd. 0.00% of their portfolio | 3.2k $341.3k | New |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 3.1k $323.3k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 3.0k $320.7k | Reduced -237 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 3.0k $311.6k | Reduced -400 |
| Merit Financial Group, LLC 0.00% of their portfolio | 2.8k $298.6k | New |
| ATLAS CAPITAL ADVISORS INC. 0.04% of their portfolio | 2.8k $294.9k | Reduced -1.7k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 2.8k $292.0k | Reduced -2.0k |