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 ($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
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 |
| Q3 2025 | 257 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q3 2025 | 113 | 91 |
Biggest buyers
| Carnegie Investment Counsel | Added | +27.5k |
| JPMORGAN CHASE & CO | Added | +19.3k |
| HRT FINANCIAL LP | New | +12.7k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +12.4k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +11.4k |
| RAYMOND JAMES FINANCIAL INC | Added | +10.1k |
| DEUTSCHE BANK AG\ | Added | +9.7k |
| MILLENNIUM MANAGEMENT LLC | New | +9.1k |
| Board of the Pension Protection Fund | New | +8.2k |
| JANE STREET GROUP, LLC | Added | +8.0k |
Biggest sellers
| NEUBERGER BERMAN GROUP LLC | Reduced | -27.1k |
| HSBC HOLDINGS PLC | Sold out | -26.8k |
| Wealthfront Advisers LLC | Reduced | -23.2k |
| VANGUARD GROUP INC | Reduced | -21.6k |
| QRG CAPITAL MANAGEMENT, INC. | Reduced | -21.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -14.0k |
| STATE STREET CORP | Reduced | -11.2k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -11.1k |
| MORGAN STANLEY | Reduced | -9.7k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
None reported in Q3 2025.
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 1.5m $184.8m | Reduced -21.6k |
| GABELLI FUNDS LLC 0.93% of their portfolio | 1.1m $137.2m | Reduced -5.0k |
| GAMCO INVESTORS, INC. ET AL 0.53% of their portfolio | 453.7k $54.4m | Reduced -3.7k |
| GREENHAVEN ASSOCIATES INC 0.66% of their portfolio | 364.1k $43.7m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 338.9k $40.7m | Reduced -4.5k |
| Berkshire Hathaway Inc 0.01% of their portfolio | 181.0k $21.7m | Added +50 |
| MORGAN STANLEY 0.00% of their portfolio | 169.0k $20.3m | Reduced -9.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 151.8k $18.2m | Reduced -6.2k |
| THIRD AVENUE MANAGEMENT LLC 3.39% of their portfolio | 147.8k $18.0m | Reduced -190 |
| GoodHaven Capital Management, LLC 5.36% of their portfolio | 138.7k $16.6m | Unchanged |
| Torray Investment Partners LLC 2.20% of their portfolio | 135.4k $16.2m | Added +5.6k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio | 135.0k $16.2m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 132.6k $15.9m | Reduced -11.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 132.2k $15.9m | Added +11.4k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 116.9k $14.0m | Reduced -27.1k |
| 683 Capital Management, LLC 1.25% of their portfolio | 115.0k $13.8m | Unchanged |
| NFC Investments, LLC 3.96% of their portfolio | 114.0k $13.7m | Reduced -6.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 104.2k $12.5m | Added +12.4k |
| FMR LLC 0.00% of their portfolio | 86.6k $10.4m | Added +1.6k |
| Legal & General Group Plc 0.00% of their portfolio | 83.6k $10.0m | Added +7.9k |
| Red Door Wealth Management, LLC 0.91% of their portfolio | 71.2k $8.5m | Added +3.0k |
| Aristotle Capital Management, LLC 0.02% of their portfolio | 67.4k $8.1m | Reduced -7.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 66.6k $8.0m | Reduced -7.0k |
| STATE STREET CORP 0.00% of their portfolio | 64.7k $7.8m | Reduced -11.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 61.6k $7.4m | Reduced -4.0k |
| SEIZERT CAPITAL PARTNERS, LLC 0.31% of their portfolio | 60.6k $7.3m | Added +6.2k |
| MONTGOMERY INVESTMENT MANAGEMENT INC 2.40% of their portfolio | 56.9k $6.8m | Reduced -201 |
| SEI INVESTMENTS CO 0.01% of their portfolio | 53.4k $6.4m | Reduced -6.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 50.3k $6.0m | Added +19.3k |
| Carnegie Investment Counsel 0.10% of their portfolio | 45.8k $5.5m | Added +27.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 35.7k $4.3m | Added +270 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 33.8k $4.1m | Added +4.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 33.3k $4.0m | Added +4.7k |
| Handelsbanken Fonder AB 0.01% of their portfolio | 31.6k $3.8m | Added +656 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 31.6k $3.8m | Added +5.0k |
| Mraz, Amerine & Associates, Inc. 0.58% of their portfolio | 30.9k $3.7m | Added +252 |
| Quantinno Capital Management LP 0.01% of their portfolio | 30.8k $3.7m | Added +1.0k |
| ACR Alpine Capital Research, LLC 0.06% of their portfolio | 28.9k $3.5m | Reduced -6.9k |
| State of Alaska, Department of Revenue 0.03% of their portfolio | 28.0k $3.4m | Unchanged |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 26.8k $3.2m | Reduced -14.0k |
| Carmel Capital Partners, LLC 1.27% of their portfolio | 25.0k $3.0m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 24.5k $2.9m | Added +3.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 24.3k $2.9m | Added +476 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 23.5k $2.8m | Reduced -2.3k |
| FIRST MANHATTAN CO. LLC. 0.01% of their portfolio | 22.6k $2.7m | Reduced -165 |
| Malaga Cove Capital, LLC 0.96% of their portfolio | 22.1k $2.7m | Reduced -85 |
| Capital World Investors 0.00% of their portfolio | 21.2k $2.5m | Unchanged |
| Wealthfront Advisers LLC 0.01% of their portfolio | 19.9k $2.4m | Reduced -23.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 18.8k $2.3m | Added +8.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 18.2k $2.2m | Reduced -645 |
| Invesco Ltd. 0.00% of their portfolio | 17.5k $2.1m | Added +2.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 15.9k $1.9m | Added +300 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 15.8k $1.9m | Added +3.1k |
| Ethic Inc. 0.03% of their portfolio | 15.5k $1.9m | Added +1.7k |
| Nuveen, LLC 0.00% of their portfolio | 15.3k $1.8m | Reduced -830 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 15.1k $1.8m | Added +9.7k |
| Byrne Asset Management LLC 1.08% of their portfolio | 14.7k $1.8m | Reduced -19 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 14.5k $1.7m | Reduced -236 |
| ABN AMRO INVESTMENT SOLUTIONS 0.03% of their portfolio | 13.8k $1.7m | Unchanged |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 13.7k $1.6m | Added +5.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 13.6k $1.6m | Reduced -8.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 13.4k $1.6m | Reduced -618 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 12.8k $1.5m | Added +10.1k |
| HRT FINANCIAL LP 0.01% of their portfolio | 12.7k $1.5m | New |
| UBS Group AG 0.00% of their portfolio | 12.7k $1.5m | Added +2.1k |
| Patient Capital Management, LLC 0.06% of their portfolio | 12.5k $1.5m | Unchanged |
| Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio | 10.2k $1.2m | Reduced -11 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 10.1k $1.2m | Added +7.4k |
| Amundi 0.00% of their portfolio | 9.5k $1.1m | Reduced -780 |
| QRG CAPITAL MANAGEMENT, INC. 0.01% of their portfolio | 9.5k $1.1m | Reduced -21.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 9.1k $1.1m | New |
| Supplemental Annuity Collective Trust of NJ 0.28% of their portfolio | 9.0k $1.1m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 8.5k $1.0m | Reduced -888 |
| Creative Planning 0.00% of their portfolio | 8.5k $1.0m | Added +324 |
| Board of the Pension Protection Fund 0.96% of their portfolio | 8.2k $983.9k | New |
| DARK FOREST CAPITAL MANAGEMENT LP 0.04% of their portfolio | 8.0k $962.3k | Added +22 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 7.9k $953.3k | Reduced -1 |
| Summit Trail Advisors, LLC 0.01% of their portfolio | 7.9k $950.4k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 7.8k $936.3k | Reduced -2.2k |
| CITIGROUP INC 0.00% of their portfolio | 7.7k $927.8k | Added +1.3k |
| USS Investment Management Ltd 0.00% of their portfolio | 7.4k $888.5k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 7.3k $872.0k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 6.7k $802.9k | Added +93 |
| ABC ARBITRAGE SA 0.08% of their portfolio | 6.6k $792.7k | Reduced -3.6k |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 6.2k $742.4k | Added +19 |
| BARCLAYS PLC 0.00% of their portfolio | 6.2k $738.3k | Reduced -2.8k |
| Meeder Advisory Services, Inc. 0.03% of their portfolio | 5.8k $701.7k | Added +1.2k |
| Arbiter Partners Capital Management LLC 0.46% of their portfolio | 5.6k $675.4k | Unchanged |
| Huber Capital Management LLC 0.11% of their portfolio | 5.6k $667.1k | Unchanged |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 5.5k $654.5k | Reduced -3.1k |
| Regal Investment Advisors LLC 0.04% of their portfolio | 5.4k $649.4k | Added +312 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 5.3k $641.2k | Unchanged |
| PRAXIS INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 5.3k $633.0k | New |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 5.2k $623.9k | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 4.9k $588.6k | Added +82 |
| Farringdon Capital, Ltd. 0.14% of their portfolio | 4.7k $563.6k | New |
| Treasurer of the State of North Carolina 0.00% of their portfolio | 4.3k $514.0k | Reduced -168 |
| Pathstone Holdings, LLC 0.00% of their portfolio | 4.3k $513.4k | Added +190 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 4.2k $502.2k | Added +390 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 3.9k $469.7k | Added +148 |