Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LEN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18.3M | $1.59B | +0.9% | 7.211% | 0.03% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 12.9M | $1.12B | — | 5.114% | 0.03% |
| 3 | EAGLE CAPITAL MANAGEMENT LLC | 10.9M | $944.9M | -1.0% | 4.298% | 3.17% |
| 4 | GREENHAVEN ASSOCIATES INC | 10.6M | $923.3M | +5.3% | 4.200% | 15.21% |
| 5 | BERKSHIRE HATHAWAY INC | 10.1M | $877.1M | +43.2% | 3.989% | 0.33% |
| 6 | STATE STREET CORP | 10.0M | $871.7M | -0.7% | 3.965% | 0.03% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9.5M | $827.3M | — | 3.763% | 0.04% |
| 8 | Aristotle Capital Management, LLC | 8.3M | $724.8M | -4.3% | 3.297% | 1.52% |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6.0M | $519.0M | -1.9% | 2.361% | 0.45% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 5.8M | $497.7M | +2.3% | 2.272% | 0.03% |
| 11 | ACR Alpine Capital Research, LLC | 4.2M | $365.8M | +31.0% | 1.664% | 5.46% |
| 12 | PRINCIPAL FINANCIAL GROUP INC | 3.5M | $303.2M | +2.9% | 1.379% | 0.16% |
| 13 | Capital World Investors | 3.3M | $284.0M | +0.2% | 1.292% | 0.04% |
| 14 | MORGAN STANLEY | 3.2M | $278.4M | -14.8% | 1.266% | 0.02% |
| 15 | BANK OF AMERICA CORP /DE/ | 2.8M | $243.7M | +12.4% | 1.109% | 0.02% |
| 16 | Invesco Ltd. | 2.8M | $238.8M | +29.8% | 1.086% | 0.04% |
| 17 | KEMPEN CAPITAL MANAGEMENT N.V. | 2.7M | $231.2M | +35.6% | 1.052% | 2.03% |
| 18 | TWO SIGMA INVESTMENTS, LP | 2.6M | $226.1M | +69.5% | 1.028% | 0.18% |
| 19 | JANUS HENDERSON GROUP PLC | 2.5M | $221.2M | +19.7% | 1.006% | 0.11% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.5M | $215.6M | -16.5% | 0.980% | 0.02% |
| 21 | GOLDMAN SACHS GROUP INC | 2.5M | $214.0M | +42.9% | 0.973% | 0.02% |
| 22 | Brave Warrior Advisors, LLC | 2.4M | $209.3M | -0.1% | 0.952% | 5.18% |
| 23 | DIMENSIONAL FUND ADVISORS LP | 2.3M | $199.8M | +0.8% | 0.909% | 0.04% |
| 24 | AQR CAPITAL MANAGEMENT LLC | 2.1M | $184.2M | +394.8% | 0.838% | 0.08% |
| 25 | NORTHERN TRUST CORP | 2.1M | $183.2M | -22.1% | 0.833% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LEN — a direct measure of their conviction.
Filings activity in LEN during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 915 | 2.1% | 79.18% | 15.09 pp | $17.75B | 16% |
| Q4 2025 | 935 | 0.8% | 94.27% | 27.60 pp | $21.14B | 23% |
| Q3 2025 | 943 | +2.5% | 121.87% | +10.19 pp | $27.32B | +9.1% |
| Q2 2025 | 920 | 1.2% | 111.68% | +1.10 pp | $25.04B | +1.0% |
| Q1 2025 | 931 | 5.2% | 110.58% | 23.70 pp | $24.79B | 18% |
| Q4 2024 | 982 | 3.6% | 134.28% | 44.46 pp | $30.11B | 25% |
| Q3 2024 | 1,019 | +7.2% | 178.74% | +29.34 pp | $40.08B | +20% |
| Q2 2024 | 951 | — | 149.40% | — | $33.50B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LEN stock.
Based on Q1 2026 13F filings, institutional ownership of Lennar Corporation stands at 79.2%, held across 915 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of LEN, with approximately 18,256,480 shares worth $1.59B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of LEN, including GREENHAVEN ASSOCIATES INC, BERKSHIRE HATHAWAY INC, TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for LEN is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
132 institutions opened new positions in LEN during Q1 2026, while 152 fully exited. 170 added to existing positions and 610 trimmed.
LEN institutional ownership fell by 15.09 percentage points quarter-over-quarter, with a net change of -20 holders.
The top 10 institutions account for 50.1% of all reported 13F value in LEN, and the top 25 account for 70.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lennar Corporation (LEN) Institutional Ownership