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LENLennar

Consumer discretionary · Homebuilders · NYSE
LEN quote by TradingView
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Who owns LEN

Institutions that file 13Fs hold 90% of the shares

13F, quarter ending Jun 30, 2026
Held by institutionsHolders ↓
89.6%
936 holders, -2 from Mar 31, 2026
Shares they hold, quarter on quarter
+4.0%
117 new, 378 added, 296 cut, 119 sold out
Top 10 holders
50%
of the shares institutions hold
Superinvestors holding itWho ↓
2
Warren Buffett, Edgar Wachenheim

A 13F lists the long positions of managers with more than $100M in US stocks. It shows the last day of a quarter and is filed up to 45 days later. Two managers can report the same shares, so totals can count some shares twice.

Two kinds of filings agree

Smart money agrees

13F and Form 4

13F: Edgar Wachenheim added +15%, Warren Buffett added +30% in the quarter ending Sep 30, 2026.

Form 4: BERKSHIRE HATHAWAY INC / BUFFETT WARREN E (10% owner) bought $595.3M in the open market since 2026-04-01.

Institutional owners

The 25 biggest holders

13F data sets, SEC
HolderSharesValue% of companyFrom Mar 31, 2026
BlackRock, Inc. 18.35M$1.7B 7.72% Held
Berkshire Hathaway Inc 13.11M$1.2B 5.51% Added +29.8%
VANGUARD CAPITAL MANAGEMENT LLC 13.02M$1.2B 5.48% Added +0.6%
GREENHAVEN ASSOCIATES INC 11.32M$1.0B 4.76% Added +6.4%
EAGLE CAPITAL MANAGEMENT LLC 10.69M$967.1M 4.49% Reduced -1.8%
STATE STREET CORP 10.43M$943.6M 4.39% Added +3.9%
VANGUARD PORTFOLIO MANAGEMENT LLC 9.55M$863.9M 4.02% Held
Aristotle Capital Management, LLC 7.84M$709.1M 3.30% Reduced -6.1%
MANUFACTURERS LIFE INSURANCE COMPANY, THE 6.68M$604.8M 2.81% Added +11.8%
GEODE CAPITAL MANAGEMENT, LLC 5.83M$525.8M 2.45% Added +1.4%
ACR Alpine Capital Research, LLC 4.74M$429.2M 2.00% Added +12.6%
GOLDMAN SACHS GROUP INC 3.59M$324.5M 1.51% Added +45.5%
MORGAN STANLEY 3.54M$320.5M 1.49% Added +10.5%
Invesco Ltd. 3.49M$316.2M 1.47% Added +27.1%
PRINCIPAL FINANCIAL GROUP INC 3.42M$309.5M 1.44% Reduced -2.1%
Capital World Investors 3.30M$299.0M 1.39% Added +1.0%
AQR CAPITAL MANAGEMENT LLC 2.79M$252.9M 1.18% Added +31.7%
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 2.69M$243.6M 1.13% Added +1.1%
BANK OF AMERICA CORP /DE/ 2.66M$240.4M 1.12% Reduced -5.3%
TWO SIGMA INVESTMENTS, LP 2.57M$232.7M 1.08% Reduced -1.3%
NORGES BANK 2.46M$222.6M 1.03% New
DIMENSIONAL FUND ADVISORS LP 2.42M$219.2M 1.02% Added +5.3%
Brave Warrior Advisors, LLC 2.37M$214.7M 1.00% Reduced -1.5%
NORTHERN TRUST CORP 2.07M$187.0M 0.87% Reduced -2.0%
Smead Capital Management, Inc. 2.02M$182.8M 0.85% Added +27.4%
Show the other 15 holders
This quarter

Who bought and who sold the most shares

13F, quarter on quarter

Bought the most shares

  • Berkshire Hathaway Inc +3.01M
  • NORGES BANK +2.46M, new
  • Jupiter Topco LLC +1.30M, new
  • GOLDMAN SACHS GROUP INC +1.12M
  • Invesco Ltd. +745K
  • MANUFACTURERS LIFE INSURANCE COMPANY, THE +706K
  • JANE STREET GROUP, LLC +688K
  • GREENHAVEN ASSOCIATES INC +684K
  • HighTower Advisors, LLC +682K
  • AQR CAPITAL MANAGEMENT LLC +673K

Sold the most shares

  • JANUS HENDERSON GROUP PLC -2.55M, sold out
  • FIRST TRUST ADVISORS LP -899K
  • Qube Research & Technologies Ltd -545K
  • UBS Group AG -540K
  • Aristotle Capital Management, LLC -510K
  • River Road Asset Management, LLC -479K, sold out
  • AMERICAN CENTURY COMPANIES INC -463K
  • Clearbridge Investments, LLC -456K, sold out
  • Squarepoint Ops LLC -446K
  • D. E. Shaw & Co., Inc. -409K
Superinvestors

Superinvestors holding LEN

Their latest 13F
InvestorQuarterSharesValue% of portfolioLast quarter
Warren Buffett Berkshire Hathaway Jun 30, 202613.11M$1.2B 0.41% Added +29.8%
Edgar Wachenheim Greenhaven Associates Sep 30, 202613.06M$1.1B 13.38% Added +15.4%
More than 5%

13D filings: owners who may push for change

Schedule 13D, last year
Jan 13, 2026 13D/A 3.6% of LEN's shares now below 5%
Gamco Investors, Inc. Et Al and 6 more reporting persons · 1.14M shares · event Jan 13, 2026
Item 4, purpose of the transaction: On October 21, 2025, the Issuer sent correspondence to the Reporting Persons, which the Issuer filed publicly on the same date, indicating, among other things, that under the Issuer's current Restated Certificate of Incorporation (as amended), holders of the Issuer's Class B common stock are not permitted to convert such shares into Class A common stock absent a further amendment to the certificate of incorporation, and that implementing such an amendment would require stockholder approval. The Issuer further indicated that the Restated Certificate of Incorporation requires that the number of outstanding Class B shares represent at least 10% of the combined total of outstanding Class A and C…
Read the filing ↗
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