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 ($2.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $88.68. Options: 1 managers hold calls ($266.1k notional), 0 hold puts (—).
Trends to Q2 2026
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 |
| Q4 2025 | 258 |
| Q1 2026 | 245 |
| Q2 2026 | 260 |
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 2024 | 94 | 107 |
| Q4 2024 | 99 | 110 |
| Q1 2025 | 100 | 110 |
| Q2 2025 | 112 | 103 |
| Q3 2025 | 113 | 91 |
| Q4 2025 | 99 | 122 |
| Q1 2026 | 93 | 126 |
| Q2 2026 | 138 | 85 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $26.7k | $0 | 0.00 |
| Q1 2026 | $252.4k | $0 | 0.00 |
| Q2 2026 | $266.1k | $0 | 0.00 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +96.9k |
| Berkshire Hathaway Inc | Added | +60.4k |
| Edgestream Partners, L.P. | New | +48.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +46.1k |
| MILLENNIUM MANAGEMENT LLC | Added | +45.6k |
| CITADEL ADVISORS LLC | New | +40.7k |
| RAYMOND JAMES FINANCIAL INC | Added | +40.2k |
| MORGAN STANLEY | Added | +36.0k |
| MAGNOLIA GROUP, LLC | Added | +34.7k |
| Point72 Asset Management, L.P. | New | +29.1k |
Biggest sellers
| 683 Capital Management, LLC | Sold out | -115.0k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -75.3k |
| STATE STREET CORP | Reduced | -29.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -26.5k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -15.8k |
| Amundi | Reduced | -10.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -10.2k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -8.8k |
| Carnegie Investment Counsel | Reduced | -8.7k |
| DARK FOREST CAPITAL MANAGEMENT LP | Sold out | -8.0k |
Biggest calls
| GoodHaven Capital Management, LLC | Unchanged | $266.1k3.0k shares |
Biggest puts
| None |
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 since 1 Apr 2026
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 2024 | 0 | — | 1 | $3.1m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-30 | BUFFETT WARREN E +1 10% owner · See footnote | Bought | $52.4m642.8k shares |
| 2026-09-29 | BUFFETT WARREN E +1 10% owner · See footnote | Bought | $1.0m12.4k shares |
| 2026-09-28 | BUFFETT WARREN E +1 10% owner · See footnote | Bought | $426.2k5.2k shares |
| 2026-09-25 | BUFFETT WARREN E +1 10% owner · See footnote | Bought | $39.9m492.1k shares |
| 2026-09-24 | BUFFETT WARREN E +1 10% owner · See footnote | Bought | $52.8m653.3k shares |
| 2026-09-23 | BUFFETT WARREN E +1 10% owner · See footnote | Bought | $43.6m534.3k shares |
| 2026-09-21 | BUFFETT WARREN E +1 10% owner · See footnote | Bought | $51.9m667.1k shares |
| 2026-09-18 | BUFFETT WARREN E +1 10% owner · See footnote | Bought | $105.6m1.4m shares |
| 2026-09-17 | BUFFETT WARREN E +1 10% owner · See footnote | Bought | $54.9m695.0k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| GABELLI FUNDS LLC 0.65% of their portfolio | 1.1m $101.0m | Reduced -3.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.0m $89.5m | Reduced -75.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 450.4k $40.0m | Added +25.4k |
| GAMCO INVESTORS, INC. ET AL 0.36% of their portfolio | 449.4k $39.9m | Added +29 |
| GREENHAVEN ASSOCIATES INC 0.37% of their portfolio | 364.1k $32.3m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 328.2k $29.1m | Added +1.7k |
| Berkshire Hathaway Inc 0.01% of their portfolio | 298.1k $26.4m | Added +60.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 253.8k $22.5m | Added +96.9k |
| NORGES BANK 0.00% of their portfolio | 229.3k $20.3m | Not comparable |
| MORGAN STANLEY 0.00% of their portfolio | 187.8k $16.7m | Added +36.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 185.2k $16.4m | Added +40.2k |
| GoodHaven Capital Management, LLC 4.57% of their portfolio | 163.0k $14.5m | Reduced -450 |
| THIRD AVENUE MANAGEMENT LLC 2.12% of their portfolio | 149.7k $13.3m | Added +6.8k |
| MAGNOLIA GROUP, LLC 2.67% of their portfolio | 143.4k $12.7m | Added +34.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 142.9k $12.7m | Added +13.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 135.0k $12.0m | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 118.6k $10.5m | Reduced -195 |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 115.4k $10.2m | Reduced -8.8k |
| Legal & General Group Plc 0.00% of their portfolio | 106.7k $9.5m | Added +7.3k |
| FMR LLC 0.00% of their portfolio | 94.8k $8.4m | Added +6.9k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 86.1k $7.6m | Reduced -2.8k |
| River Road Asset Management, LLC 0.07% of their portfolio | 73.6k $6.5m | Added +14.7k |
| Red Door Wealth Management, LLC 0.54% of their portfolio | 67.0k $5.9m | Added +2.1k |
| MONTGOMERY INVESTMENT MANAGEMENT INC 1.48% of their portfolio | 55.0k $4.9m | Reduced -300 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 54.4k $4.8m | Added +45.6k |
| Aristotle Capital Management, LLC 0.01% of their portfolio | 50.1k $4.4m | Reduced -2.2k |
| Edgestream Partners, L.P. 0.13% of their portfolio | 48.8k $4.3m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 46.1k $4.1m | Added +46.1k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 42.0k $3.7m | Added +2.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 40.7k $3.6m | New |
| ACR Alpine Capital Research, LLC 0.05% of their portfolio | 40.6k $3.6m | Added +6.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 39.8k $3.5m | Added +18.0k |
| HRT FINANCIAL LP 0.01% of their portfolio | 38.9k $3.5m | Added +9.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 38.4k $3.4m | Added +8.5k |
| Quantinno Capital Management LP 0.00% of their portfolio | 37.3k $3.3m | Added +26.5k |
| Mraz, Amerine & Associates, Inc. 0.45% of their portfolio | 35.3k $3.1m | Added +918 |
| Invesco Ltd. 0.00% of their portfolio | 34.3k $3.0m | Added +3.7k |
| Squarepoint Ops LLC 0.01% of their portfolio | 34.0k $3.0m | Added +20.7k |
| STATE STREET CORP 0.00% of their portfolio | 34.0k $3.0m | Reduced -29.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 33.1k $2.9m | Added +10.2k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 32.5k $2.9m | Added +22.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 31.2k $2.8m | Added +430 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 31.1k $2.8m | Added +5.7k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 29.1k $2.6m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 26.1k $2.3m | Added +11.2k |
| State of Alaska, Department of Revenue 0.02% of their portfolio | 25.1k $2.2m | Reduced -2.9k |
| Carnegie Investment Counsel 0.04% of their portfolio | 23.3k $2.1m | Reduced -8.7k |
| Carmel Capital Partners, LLC 0.68% of their portfolio | 23.2k $2.1m | Unchanged |
| XTX Topco Ltd 0.03% of their portfolio | 22.5k $2.0m | Added +5.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 21.8k $1.9m | Added +5.7k |
| Capital World Investors 0.00% of their portfolio | 21.2k $1.9m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 19.2k $1.7m | Reduced -753 |
| WHITTIER TRUST CO 0.02% of their portfolio | 18.7k $1.6m | Added +17.6k |
| Nuveen, LLC 0.00% of their portfolio | 18.2k $1.6m | Added +5.9k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 18.1k $1.6m | Reduced -1.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 17.4k $1.5m | Added +500 |
| Summit Trail Advisors, LLC 0.02% of their portfolio | 17.0k $1.5m | Added +3.7k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 16.9k $1.5m | Added +4.1k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 16.5k $1.5m | Reduced -4.3k |
| BARCLAYS PLC 0.00% of their portfolio | 16.2k $1.4m | Added +3.9k |
| Daytona Street Capital LLC 0.98% of their portfolio | 16.2k $1.3m | Added +1.1k |
| Ethic Inc. 0.02% of their portfolio | 15.6k $1.4m | New |
| Handelsbanken Fonder AB 0.00% of their portfolio | 15.4k $1.4m | Reduced -5.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 14.8k $1.3m | Unchanged |
| Trexquant Investment LP 0.01% of their portfolio | 13.0k $1.2m | Added +9.3k |
| Byrne Asset Management LLC 0.62% of their portfolio | 12.9k $1.1m | Reduced -1.4k |
| ABN AMRO INVESTMENT SOLUTIONS 0.01% of their portfolio | 12.8k $1.1m | Reduced -1.9k |
| Patient Capital Management, LLC 0.04% of their portfolio | 12.5k $1.1m | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 11.6k $1.0m | Added +3.1k |
| USS Investment Management Ltd 0.00% of their portfolio | 11.6k $1.0m | Added +2.2k |
| Arbiter Partners Capital Management LLC 0.28% of their portfolio | 11.3k $998.7k | Added +5.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 10.3k $910.4k | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 10.0k $885.2k | Reduced -15.8k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 9.9k $879.8k | Added +5.6k |
| UBS Group AG 0.00% of their portfolio | 9.8k $871.0k | Reduced -6.0k |
| Creative Planning 0.00% of their portfolio | 9.5k $843.0k | Added +809 |
| Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio | 8.9k $793.6k | Reduced -367 |
| Amundi 0.00% of their portfolio | 8.8k $780.6k | Reduced -10.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 8.8k $778.1k | Reduced -10.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 8.5k $750.9k | Added +345 |
| Frec Markets, Inc. 0.07% of their portfolio | 8.3k $736.5k | New |
| QRG CAPITAL MANAGEMENT, INC. 0.01% of their portfolio | 7.7k $682.1k | Added +304 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 7.0k $623.1k | Reduced -372 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 7.0k $620.4k | Reduced -1.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 6.7k $595.5k | Reduced -561 |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 6.6k $585.9k | Added +210 |
| Mariner, LLC 0.00% of their portfolio | 6.1k $538.7k | Added +3.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 5.8k $510.4k | Added +2.9k |
| Huber Capital Management LLC 0.07% of their portfolio | 5.6k $493.2k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 5.5k $460.6k | Added +1.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 5.3k $474.1k | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 5.3k $467.6k | Added +283 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 4.7k $421.2k | Reduced -128 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 4.5k $395.7k | Reduced -2.3k |
| Successful Portfolios LLC 0.16% of their portfolio | 4.1k $338.9k | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 4.0k $356.4k | Reduced -3.3k |
| LPL Financial LLC 0.00% of their portfolio | 3.9k $347.8k | Added +60 |
| Treasurer of the State of North Carolina 0.00% of their portfolio | 3.8k $340.0k | Reduced -200 |
| Legacy Capital Wealth Partners, LLC 0.07% of their portfolio | 3.8k $343.6k | New |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 3.8k $335.6k | Reduced -4.2k |