Vault-13

LENNAR CORP LEN.B

CL B · Common Stock · CUSIP 526057302

American home construction and real estate company

257 institutional holders +15 vs Q2 2025
7,478,7897.5m shares reported held*
$897.5mreported value*
39 new 74 added 69 reduced 22 sold out net sold ≈ $1.1m (-9.0k shares)

* 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 ($511.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $120.01.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 217Q4 22: 226Q1 23: 222Q2 23: 225Q3 23: 227Q4 23: 247Q1 24: 256Q2 24: 251Q3 24: 267Q4 24: 267Q1 25: 247Q2 25: 242Q3 25: 257257Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022217
Q4 2022226
Q1 2023222
Q2 2023225
Q3 2023227
Q4 2023247
Q1 2024256
Q2 2024251
Q3 2024267
Q4 2024267
Q1 2025247
Q2 2025242
Q3 2025257

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 23: 86 bought or addedQ4 23: 102 cut or sold outQ1 24: 81 bought or addedQ1 24: 112 cut or sold outQ1 24Q2 24: 82 bought or addedQ2 24: 110 cut or sold outQ3 24: 94 bought or addedQ3 24: 107 cut or sold outQ3 24Q4 24: 99 bought or addedQ4 24: 110 cut or sold outQ1 25: 100 bought or addedQ1 25: 110 cut or sold outQ1 25Q2 25: 112 bought or addedQ2 25: 103 cut or sold outQ3 25: 113 bought or addedQ3 25: 91 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202386102
Q1 202481112
Q2 202482110
Q3 202494107
Q4 202499110
Q1 2025100110
Q2 2025112103
Q3 202511391

Biggest buyers

Carnegie Investment Counsel Added +27,497+27.5k
JPMORGAN CHASE & CO Added +19,256+19.3k
HRT FINANCIAL LP New +12,738+12.7k
PRINCIPAL FINANCIAL GROUP INC Added +12,433+12.4k
GEODE CAPITAL MANAGEMENT, LLC Added +11,447+11.4k
RAYMOND JAMES FINANCIAL INC Added +10,079+10.1k
DEUTSCHE BANK AG\ Added +9,691+9.7k
MILLENNIUM MANAGEMENT LLC New +9,120+9.1k
Board of the Pension Protection Fund New +8,200+8.2k
JANE STREET GROUP, LLC Added +8,014+8.0k

Biggest sellers

NEUBERGER BERMAN GROUP LLC Reduced -27,130-27.1k
HSBC HOLDINGS PLC Sold out -26,845-26.8k
Wealthfront Advisers LLC Reduced -23,158-23.2k
VANGUARD GROUP INC Reduced -21,595-21.6k
QRG CAPITAL MANAGEMENT, INC. Reduced -21,221-21.2k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced -14,013-14.0k
STATE STREET CORP Reduced -11,233-11.2k
DIMENSIONAL FUND ADVISORS LP Reduced -11,114-11.1k
MORGAN STANLEY Reduced -9,719-9.7k
RENAISSANCE TECHNOLOGIES LLC Reduced -8,252-8.3k

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 Q3 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)

BuyingSelling
404Q4 23: 1 buyingQ4 23: 4 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 1 buyingQ2 24: 2 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20231$100.0k4$9.3m$1.1m
Q1 20240—0——
Q2 20241$247.3k2$4.8m$3.3m
Q3 20240—0——
Q4 20240—1$3.1m—
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——

None reported in Q3 2025.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,539,8261.5m $184.8m $184.8m 0.00% Reduced -21.6k -21,595
2 GABELLI FUNDS LLC 0.93% of their portfolio Rye, NY 1,143,4001.1m $137.2m $137.2m 0.93% Reduced -5.0k -5,000
3 GAMCO INVESTORS, INC. ET AL 0.53% of their portfolio GREENWICH, CT 453,661453.7k $54.4m $54.4m 0.53% Reduced -3.7k -3,721
4 GREENHAVEN ASSOCIATES INC 0.66% of their portfolio Purchase, NY 364,059364.1k $43.7m $43.7m 0.66% Unchanged
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 338,927338.9k $40.7m $40.7m 0.00% Reduced -4.5k -4,470
6 Berkshire Hathaway Inc 0.01% of their portfolio Omaha, NE 180,980181.0k $21.7m $21.7m 0.01% Added +50 +50
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 168,994169.0k $20.3m $20.3m 0.00% Reduced -9.7k -9,719
8 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 151,821151.8k $18.2m $18.2m 0.00% Reduced -6.2k -6,165
9 THIRD AVENUE MANAGEMENT LLC 3.39% of their portfolio NEW YORK, NY 147,843147.8k $18.0m $18.0m 3.39% Reduced -190 -190
10 GoodHaven Capital Management, LLC 5.36% of their portfolio MILLBURN, NJ 138,655138.7k $16.6m $16.6m 5.36% Unchanged
11 Torray Investment Partners LLC 2.20% of their portfolio Bethesda, MD 135,369135.4k $16.2m $16.2m 2.20% Added +5.6k +5,627
12 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio TORONTO, A6 134,972135.0k $16.2m $16.2m 0.03% Unchanged
13 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 132,649132.6k $15.9m $15.9m 0.00% Reduced -11.1k -11,114
14 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 132,192132.2k $15.9m $15.9m 0.00% Added +11.4k +11,447
15 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 116,891116.9k $14.0m $14.0m 0.01% Reduced -27.1k -27,130
16 683 Capital Management, LLC 1.25% of their portfolio NEW YORK, NY 115,000115.0k $13.8m $13.8m 1.25% Unchanged
17 NFC Investments, LLC 3.96% of their portfolio MEMPHIS, TN 113,950114.0k $13.7m $13.7m 3.96% Reduced -6.2k -6,190
18 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 104,181104.2k $12.5m $12.5m 0.01% Added +12.4k +12,433
19 FMR LLC 0.00% of their portfolio BOSTON, MA 86,63286.6k $10.4m $10.4m 0.00% Added +1.6k +1,603
20 Legal & General Group Plc 0.00% of their portfolio London, X0 83,59283.6k $10.0m $10.0m 0.00% Added +7.9k +7,886
21 Red Door Wealth Management, LLC 0.91% of their portfolio Memphis, TN 71,24671.2k $8.5m $8.5m 0.91% Added +3.0k +3,029
22 Aristotle Capital Management, LLC 0.02% of their portfolio LOS ANGELES, CA 67,43667.4k $8.1m $8.1m 0.02% Reduced -7.0k -6,968
23 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 66,63966.6k $8.0m $8.0m 0.01% Reduced -7.0k -6,982
24 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 64,72064.7k $7.8m $7.8m 0.00% Reduced -11.2k -11,233
25 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 61,61761.6k $7.4m $7.4m 0.00% Reduced -4.0k -3,976
26 SEIZERT CAPITAL PARTNERS, LLC 0.31% of their portfolio BIRMINGHAM, MI 60,55860.6k $7.3m $7.3m 0.31% Added +6.2k +6,241
27 MONTGOMERY INVESTMENT MANAGEMENT INC 2.40% of their portfolio ROCKVILLE, MD 56,86756.9k $6.8m $6.8m 2.40% Reduced -201 -201
28 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 53,37253.4k $6.4m $6.4m 0.01% Reduced -6.7k -6,738
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 50,28650.3k $6.0m $6.0m 0.00% Added +19.3k +19,256
30 Carnegie Investment Counsel 0.10% of their portfolio PEPPER PIKE, OH 45,82345.8k $5.5m $5.5m 0.10% Added +27.5k +27,497
31 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 35,70135.7k $4.3m $4.3m 0.00% Added +270 +270
32 LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio LOS ANGELES, CA 33,79533.8k $4.1m $4.1m 0.01% Added +4.7k +4,737
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 33,32333.3k $4.0m $4.0m 0.00% Added +4.7k +4,695
34 Handelsbanken Fonder AB 0.01% of their portfolio STOCKHOLM, V7 31,58631.6k $3.8m $3.8m 0.01% Added +656 +656
35 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio CAUSEWAY BAY, K3 31,58331.6k $3.8m $3.8m 0.01% Added +5.0k +4,995
36 Mraz, Amerine & Associates, Inc. 0.58% of their portfolio Modesto, CA 30,94430.9k $3.7m $3.7m 0.58% Added +252 +252
37 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 30,82130.8k $3.7m $3.7m 0.01% Added +1.0k +1,041
38 ACR Alpine Capital Research, LLC 0.06% of their portfolio ST. LOUIS, MO 28,88328.9k $3.5m $3.5m 0.06% Reduced -6.9k -6,878
39 State of Alaska, Department of Revenue 0.03% of their portfolio JUNEAU, AK 27,99928.0k $3.4m $3.4m 0.03% Unchanged
40 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 26,76526.8k $3.2m $3.2m 0.01% Reduced -14.0k -14,013
41 Carmel Capital Partners, LLC 1.27% of their portfolio SAN DIEGO, CA 25,01825.0k $3.0m $3.0m 1.27% Unchanged
42 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 24,46224.5k $2.9m $2.9m 0.00% Added +3.5k +3,492
43 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 24,31324.3k $2.9m $2.9m 0.00% Added +476 +476
44 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 23,47123.5k $2.8m $2.8m 0.00% Reduced -2.3k -2,337
45 FIRST MANHATTAN CO. LLC. 0.01% of their portfolio NEW YORK, NY 22,57722.6k $2.7m $2.7m 0.01% Reduced -165 -165
46 Malaga Cove Capital, LLC 0.96% of their portfolio PV ESTATES, CA 22,11922.1k $2.7m $2.7m 0.96% Reduced -85 -85
47 Capital World Investors 0.00% of their portfolio LOS ANGELES, CA 21,16921.2k $2.5m $2.5m 0.00% Unchanged
48 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 19,88119.9k $2.4m $2.4m 0.01% Reduced -23.2k -23,158
49 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,80918.8k $2.3m $2.3m 0.00% Added +8.0k +8,014
50 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 18,21518.2k $2.2m $2.2m 0.00% Reduced -645 -645
51 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 17,52617.5k $2.1m $2.1m 0.00% Added +2.1k +2,119
52 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 15,90015.9k $1.9m $1.9m 0.00% Added +300 +300
53 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 15,81615.8k $1.9m $1.9m 0.00% Added +3.1k +3,102
54 Ethic Inc. 0.03% of their portfolio NEW YORK, NY 15,45815.5k $1.9m $1.9m 0.03% Added +1.7k +1,697
55 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 15,32415.3k $1.8m $1.8m 0.00% Reduced -830 -830
56 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 15,09715.1k $1.8m $1.8m 0.00% Added +9.7k +9,691
57 Byrne Asset Management LLC 1.08% of their portfolio KINGSTON, NJ 14,69314.7k $1.8m $1.8m 1.08% Reduced -19 -19
58 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 14,47314.5k $1.7m $1.7m 0.00% Reduced -236 -236
59 ABN AMRO INVESTMENT SOLUTIONS 0.03% of their portfolio PARIS CEDEX 008, I0 13,80013.8k $1.7m $1.7m 0.03% Unchanged
60 Rafferty Asset Management, LLC 0.01% of their portfolio New York, NY 13,74613.7k $1.6m $1.6m 0.01% Added +5.0k +5,024
61 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 13,60013.6k $1.6m $1.6m 0.00% Reduced -8.3k -8,252
62 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 13,40313.4k $1.6m $1.6m 0.00% Reduced -618 -618
63 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 12,79612.8k $1.5m $1.5m 0.00% Added +10.1k +10,079
64 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 12,73812.7k $1.5m $1.5m 0.01% New
65 UBS Group AG 0.00% of their portfolio ZURICH, V8 12,68312.7k $1.5m $1.5m 0.00% Added +2.1k +2,103
66 Patient Capital Management, LLC 0.06% of their portfolio BALTIMORE, MD 12,50012.5k $1.5m $1.5m 0.06% Unchanged
67 Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio OAKLAND, CA 10,21910.2k $1.2m $1.2m 0.01% Reduced -11 -11
68 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 10,14610.1k $1.2m $1.2m 0.00% Added +7.4k +7,384
69 Amundi 0.00% of their portfolio Paris, I0 9,5209.5k $1.1m $1.1m 0.00% Reduced -780 -780
70 QRG CAPITAL MANAGEMENT, INC. 0.01% of their portfolio BERWYN, PA 9,4519.5k $1.1m $1.1m 0.01% Reduced -21.2k -21,221
71 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 9,1209.1k $1.1m $1.1m 0.00% New
72 Supplemental Annuity Collective Trust of NJ 0.28% of their portfolio TRENTON, NJ 9,0009.0k $1.1m $1.1m 0.28% Unchanged
73 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 8,5128.5k $1.0m $1.0m 0.00% Reduced -888 -888
74 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 8,4788.5k $1.0m $1.0m 0.00% Added +324 +324
75 Board of the Pension Protection Fund 0.96% of their portfolio CROYDON, X0 8,2008.2k $983.9k $983.9k 0.96% New
76 DARK FOREST CAPITAL MANAGEMENT LP 0.04% of their portfolio NEW YORK, NY 8,0208.0k $962.3k $962.3k 0.04% Added +22 +22
77 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 7,9457.9k $953.3k $953.3k 0.00% Reduced -1 -1
78 Summit Trail Advisors, LLC 0.01% of their portfolio NEW YORK, NY 7,9217.9k $950.4k $950.4k 0.01% New
79 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 7,8037.8k $936.3k $936.3k 0.00% Reduced -2.2k -2,195
80 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 7,7327.7k $927.8k $927.8k 0.00% Added +1.3k +1,323
81 USS Investment Management Ltd 0.00% of their portfolio London, X0 7,4147.4k $888.5k $888.5k 0.00% Unchanged
82 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 7,2657.3k $872.0k $872.0k 0.00% New
83 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 6,6916.7k $802.9k $802.9k 0.00% Added +93 +93
84 ABC ARBITRAGE SA 0.08% of their portfolio PARIS, I0 6,6066.6k $792.7k $792.7k 0.08% Reduced -3.6k -3,626
85 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 6,1876.2k $742.4k $742.4k 0.00% Added +19 +19
86 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 6,1536.2k $738.3k $738.3k 0.00% Reduced -2.8k -2,828
87 Meeder Advisory Services, Inc. 0.03% of their portfolio DUBLIN, OH 5,8485.8k $701.7k $701.7k 0.03% Added +1.2k +1,198
88 Arbiter Partners Capital Management LLC 0.46% of their portfolio NEW YORK, NY 5,6295.6k $675.4k $675.4k 0.46% Unchanged
89 Huber Capital Management LLC 0.11% of their portfolio EL SEGUNDO, CA 5,5605.6k $667.1k $667.1k 0.11% Unchanged
90 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 5,4555.5k $654.5k $654.5k 0.00% Reduced -3.1k -3,117
91 Regal Investment Advisors LLC 0.04% of their portfolio KENTWOOD, MI 5,4125.4k $649.4k $649.4k 0.04% Added +312 +312
92 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 5,3445.3k $641.2k $641.2k 0.00% Unchanged
93 PRAXIS INVESTMENT MANAGEMENT INC 0.04% of their portfolio GOSHEN, IN 5,2795.3k $633.0k $633.0k 0.04% New
94 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 5,2005.2k $623.9k $623.9k 0.00% New
95 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 4,9054.9k $588.6k $588.6k 0.00% Added +82 +82
96 Farringdon Capital, Ltd. 0.14% of their portfolio LONDON, X0 4,6974.7k $563.6k $563.6k 0.14% New
97 Treasurer of the State of North Carolina 0.00% of their portfolio RALEIGH, NC 4,2854.3k $514.0k $514.0k 0.00% Reduced -168 -168
98 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 4,2794.3k $513.4k $513.4k 0.00% Added +190 +190
99 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 4,1854.2k $502.2k $502.2k 0.00% Added +390 +390
100 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 3,9143.9k $469.7k $469.7k 0.00% Added +148 +148