Lennar Corp (LEN.B) shareholders
LEN.BNYSEGeneral Bldg Contractors - Residential BldgsFiscal year ends November 30Also trades as LEN
Financials through Q3 FY2026, quarter ended Aug 31, 2026Last filing: 10-Q on Oct 2, 2026Score 8/3012% above fair value
$84.28+1.82 (+2.21%)
Close on Oct 29, 2026Market cap $20.27BP/E 15.9Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
25.9%
8M of 30M shares
Institutional holders
260
42 new, 23 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
30 buys · 0 sales
Net bought $402.66M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. Joint filing with Warren E. Buffett (12.50%), National Indemnity Company (10.30%) | 26,034,436 | 12.50% | 13G (passive) amendment | Sep 30, 2026 |
| BlackRock, Inc. | 16,936,080 | 7.60% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Capital Management | 15,038,606 | 6.94% | 13G (passive) | Mar 31, 2026 |
| National Indemnity Company Joint filing with Warren E. Buffett (6.20%), Berkshire Hathaway Inc. (6.20%) | 13,111,741 | 6.20% | 13G (passive) | Jun 30, 2026 |
| Greenhaven Associates, Inc. | 10,943,681 | 5.08% | 13G (passive) | May 1, 2026 |
| Eagle Capital Management, LLC | 10,880,455 | 5.03% | 13G (passive) | Mar 31, 2026 |
| Len X, LLC Joint filing with Lennar Corporation (24.75%), LENX ST Investor, LLC (24.48%) | 3,326,213 | 24.75% | 13D (active) amendment | Apr 1, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LEN.B | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 1,138,200 | 3.75% | $100.97M | −3,700 | 0.65% |
| Vanguard Capital Management LLC | 1,009,284 | 3.32% | $89.53M | −75,324 | 0.00% |
| Vanguard Portfolio Management LLC | 450,403 | 1.48% | $39.96M | +25,401 | 0.00% |
| Gamco Investors, Inc. Et Al | 449,362 | 1.48% | $39.86M | +29 | 0.36% |
| Greenhaven Associates Inc | 364,059 | 1.20% | $32.30M | – | 0.37% |
| BlackRock, Inc. | 328,164 | 1.08% | $29.11M | +1,693 | 0.00% |
| Berkshire Hathaway Inc | 298,117 | 0.98% | $26.45M | +60,414 | 0.01% |
| Goldman Sachs Group Inc | 253,790 | 0.84% | $22.51M | +96,942 | 0.00% |
| Norges Bank | 229,293 | 0.75% | $20.34M | New | 0.00% |
| Morgan Stanley | 187,760 | 0.62% | $16.66M | +35,996 | 0.00% |
| Raymond James Financial Inc | 185,172 | 0.61% | $16.43M | +40,240 | 0.00% |
| GoodHaven Capital Management, LLC | 162,990 | 0.54% | $14.46M | −450 | 4.55% |
| Third Avenue Management LLC | 149,658 | 0.49% | $13.28M | +6,815 | 2.12% |
| Magnolia Group, LLC | 143,409 | 0.47% | $12.72M | +34,659 | 2.67% |
| Dimensional Fund Advisors LP | 142,939 | 0.47% | $12.68M | +13,783 | 0.00% |
| Healthcare Of Ontario Pension Plan Trust Fund | 134,972 | 0.44% | $11.97M | – | 0.02% |
| Principal Financial Group Inc | 118,606 | 0.39% | $10.52M | −195 | 0.01% |
| Geode Capital Management, LLC | 115,356 | 0.38% | $10.24M | −8,762 | 0.00% |
| Legal & General Group Plc | 106,710 | 0.35% | $9.47M | +7,336 | 0.00% |
| FMR LLC | 94,812 | 0.31% | $8.41M | +6,897 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 260 | 8M | 25.9% | 42 / 100 | 61 / 23 | 1M | 0M |
| Q1 2026 | 244 | 7M | 23.5% | 34 / 66 | 85 / 42 | 2M | 1M |
| Q4 2025 | 257 | 7M | 24.7% | 39 / 73 | 88 / 34 | 1M | 1M |
| Q3 2025 | 256 | 7M | 24.6% | 42 / 74 | 69 / 23 | 0M | 1M |
| Q2 2025 | 240 | 8M | 25.4% | 30 / 85 | 71 / 32 | 0M | 0M |
| Q1 2025 | 245 | 8M | 26.0% | 24 / 81 | 70 / 41 | 0M | 0M |
| Q4 2024 | 266 | 8M | 26.5% | 39 / 73 | 74 / 36 | 0M | 0M |
| Q3 2024 | 266 | 8M | 26.7% | 30 / 67 | 94 / 13 | 1M | 0M |
| Q2 2024 | 250 | 8M | 27.4% | 20 / 66 | 87 / 23 | 0M | 1M |
| Q1 2024 | 255 | 9M | 29.8% | 28 / 56 | 94 / 18 | 0M | 1M |
| Q4 2023 | 246 | 9M | 30.9% | 48 / 51 | 79 / 23 | 0M | 1M |
| Q3 2023 | 226 | 10M | 31.7% | 26 / 62 | 62 / 21 | 0M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
176 funds held LEN.B in Q2 2026, 48% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of LEN.B | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 990,189 | 3.26% | $87.84M | 0.00% | Jun 30, 2026 |
| The Gabelli ABC Fund | 800,000 | 2.63% | $70.97M | 16.67% | Jun 30, 2026 |
| The Gabelli Small Cap Growth Fund | 310,000 | 1.02% | $27.50M | 1.43% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 212,879 | 0.70% | $18.88M | 0.01% | Jun 30, 2026 |
| Third Avenue Real Estate Value Fund | 140,035 | 0.46% | $11.30M | 3.72% | Jul 31, 2026 |
| Vanguard Mid-Cap Value Index Fund | 122,627 | 0.40% | $10.88M | 0.03% | Jun 30, 2026 |
| GoodHaven Fund | 111,762 | 0.37% | $9.84M | 3.85% | May 31, 2026 |
| 1290 VT GAMCO Small Company Value Portfolio | 99,300 | 0.33% | $8.81M | 0.20% | Jun 30, 2026 |
| iShares U.S. Home Construction ETF | 85,650 | 0.28% | $7.60M | 0.29% | Jun 30, 2026 |
| Global X Adaptive U.S. Factor ETF | 45,882 | 0.15% | $4.04M | 0.48% | May 31, 2026 |
| iShares Russell Mid-Cap ETF | 40,972 | 0.13% | $3.63M | 0.01% | Jun 30, 2026 |
| MidCap Fund | 38,354 | 0.13% | $3.10M | 0.01% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 37,404 | 0.12% | $3.29M | 0.00% | May 31, 2026 |
| Fidelity Mid Cap Index Fund | 34,088 | 0.11% | $2.75M | 0.01% | Jul 31, 2026 |
| Vanguard Russell 1000 Value Index Fund | 28,063 | 0.09% | $2.47M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Stuart A. Miller | Exec. Chairman, CEO, President, Director, 10% owner | 23,511,038 | 77.37% | May 13, 2026 |
| Jonathan M. Jaffe | Co-CEO & President, Director | 1,231,540 | 4.05% | Mar 3, 2025 |
| James Buchanan Parker Jr. | Area President | 66,325 | 0.22% | May 11, 2026 |
| James David Grove | Area President | 63,281 | 0.21% | May 11, 2026 |
| Diane J. Bessette | VP & Chief Financial Officer | 343,280 | 1.13% | Mar 18, 2026 |
| David M. Collins | VP & Controller | 54,154 | 0.18% | Feb 18, 2026 |
| Martin Katherine Lee | Chief Legal Officer/Secretary | 56,600 | 0.19% | Feb 18, 2026 |
| Mark Sustana | VP/General Counsel/Secretary | 32,063 | 0.11% | Jan 15, 2025 |
| Jeffrey Sonnenfeld | Director | 28,779 | 0.09% | Sep 2, 2026 |
| Armando J. Olivera | Director | 23,489 | 0.08% | Sep 2, 2026 |
| Teri P. McClure | Director | 32,273 | 0.11% | Jul 14, 2026 |
| Amy Banse | Director | 17,292 | 0.06% | Jul 14, 2026 |
| Dacona Smith | Director | 6,277 | 0.02% | Jul 14, 2026 |
| Serena Wolfe | Director | 6,347 | 0.02% | Jul 14, 2026 |
| Theron I. Gilliam | Director | 37,255 | 0.12% | Jul 14, 2026 |
| Sherrill W. Hudson | Director | 43,943 | 0.14% | Jul 14, 2026 |
| Warren E. Buffett | 10% owner | 26,587,436 | 87.49% | Sep 30, 2026 |
| Hathaway Inc Berkshire | 10% owner | 21,503,797 | 70.76% | Sep 30, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Warren E. Buffett 10% owner | Sep 30, 2026 | Buy | +4,008 | $79.98 | $320.56K | 553,000 |
| Warren E. Buffett 10% owner | Sep 30, 2026 | Buy | +638,813 | $81.59 | $52.12M | 26,034,436 |
| Warren E. Buffett 10% owner | Sep 29, 2026 | Buy | +12,289 | $81.95 | $1.01M | 25,395,623 |
| Warren E. Buffett 10% owner | Sep 29, 2026 | Buy | +100 | $80.00 | $8.00K | 548,992 |
| Warren E. Buffett 10% owner | Sep 28, 2026 | Buy | +5,200 | $81.96 | $426.19K | 25,383,334 |
| Warren E. Buffett 10% owner | Sep 25, 2026 | Buy | +171,723 | $81.60 | $14.01M | 25,378,134 |
| Warren E. Buffett 10% owner | Sep 25, 2026 | Buy | +7,022 | $79.53 | $558.46K | 548,892 |
| Warren E. Buffett 10% owner | Sep 25, 2026 | Buy | +313,379 | $80.90 | $25.35M | 25,206,411 |
| Warren E. Buffett 10% owner | Sep 24, 2026 | Buy | +2,975 | $79.91 | $237.73K | 541,870 |
| Warren E. Buffett 10% owner | Sep 24, 2026 | Buy | +9,415 | $79.42 | $747.74K | 538,895 |
| Warren E. Buffett 10% owner | Sep 24, 2026 | Buy | +399,238 | $80.58 | $32.17M | 24,651,340 |
| Warren E. Buffett 10% owner | Sep 24, 2026 | Buy | +241,692 | $81.44 | $19.68M | 24,893,032 |
| Warren E. Buffett 10% owner | Sep 23, 2026 | Buy | +1,263 | $79.99 | $101.03K | 529,480 |
| Warren E. Buffett 10% owner | Sep 23, 2026 | Buy | +532,993 | $81.65 | $43.52M | 24,252,102 |
| Hathaway Inc Berkshire 10% owner | Sep 21, 2026 | Buy | +4,888 | $75.76 | $370.31K | 510,071 |
| Hathaway Inc Berkshire 10% owner | Sep 21, 2026 | Buy | +18,146 | $76.62 | $1.39M | 528,217 |
| Hathaway Inc Berkshire 10% owner | Sep 21, 2026 | Buy | +483,809 | $77.97 | $37.72M | 23,719,109 |
| Hathaway Inc Berkshire 10% owner | Sep 21, 2026 | Buy | +160,275 | $77.23 | $12.38M | 23,235,300 |
| Hathaway Inc Berkshire 10% owner | Sep 18, 2026 | Buy | +51,586 | $77.06 | $3.98M | 22,998,365 |
| Hathaway Inc Berkshire 10% owner | Sep 18, 2026 | Buy | +710 | $76.98 | $54.66K | 504,683 |
| Hathaway Inc Berkshire 10% owner | Sep 18, 2026 | Buy | +390 | $75.76 | $29.55K | 503,973 |
| Hathaway Inc Berkshire 10% owner | Sep 18, 2026 | Buy | +33,122 | $74.80 | $2.48M | 503,583 |
| Hathaway Inc Berkshire 10% owner | Sep 18, 2026 | Buy | +7,900 | $78.88 | $623.15K | 23,075,025 |
| Hathaway Inc Berkshire 10% owner | Sep 18, 2026 | Buy | +68,760 | $78.09 | $5.37M | 23,067,125 |
| Hathaway Inc Berkshire 10% owner | Sep 18, 2026 | Buy | +500 | $78.38 | $39.19K | 505,183 |
| Hathaway Inc Berkshire 10% owner | Sep 18, 2026 | Buy | +1,218,429 | $76.39 | $93.08M | 22,946,779 |
| Hathaway Inc Berkshire 10% owner | Sep 17, 2026 | Buy | +267,585 | $78.41 | $20.98M | 21,318,186 |
| Hathaway Inc Berkshire 10% owner | Sep 17, 2026 | Buy | +410,164 | $79.41 | $32.57M | 21,728,350 |
| Hathaway Inc Berkshire 10% owner | Sep 17, 2026 | Buy | +8,306 | $77.94 | $647.37K | 470,461 |
| Hathaway Inc Berkshire 10% owner | Sep 17, 2026 | Buy | +8,959 | $76.96 | $689.48K | 462,155 |
| Jeffrey Sonnenfeld Director | Aug 31, 2026 | Award | +341 | $84.11 | $28.68K | 28,188 |
| Armando J. Olivera Director | Aug 31, 2026 | Award | +535 | $84.11 | $45.00K | 23,347 |
| Teri P. McClure Director | Jul 10, 2026 | Award | +14 | $84.27 | $1.18K | 31,998 |
| Sherrill W. Hudson Director | Jul 10, 2026 | Award | +14 | $84.27 | $1.18K | 38,293 |
| Theron I. Gilliam Director | Jul 10, 2026 | Award | +14 | $84.27 | $1.18K | 36,823 |
| Serena Wolfe Director | Jul 10, 2026 | Award | +14 | $84.27 | $1.18K | 6,347 |
| Amy Banse Director | Jul 10, 2026 | Award | +14 | $84.27 | $1.18K | 16,962 |
| Armando J. Olivera Director | Jul 10, 2026 | Award | +19 | $84.27 | $1.60K | 22,812 |
| Jeffrey Sonnenfeld Director | Jul 10, 2026 | Award | +17 | $84.27 | $1.43K | 27,846 |
| Dacona Smith Director | Jul 10, 2026 | Award | +14 | $84.27 | $1.18K | 6,277 |
| Jeffrey Sonnenfeld Director | May 29, 2026 | Award | +320 | $89.78 | $28.73K | 27,828 |
| Armando J. Olivera Director | May 29, 2026 | Award | +501 | $89.78 | $44.98K | 22,792 |
| Stuart A. Miller Exec. Chairman, CEO, President, Director, 10% owner | May 11, 2026 | Gift | −2,000 | – | – | 1,465,966 |
| Jeffrey Sonnenfeld Director | Apr 22, 2026 | Award | +13 | $94.45 | $1.23K | 27,508 |
| Theron I. Gilliam Director | Apr 22, 2026 | Award | +12 | $94.45 | $1.13K | 36,809 |
| Serena Wolfe Director | Apr 22, 2026 | Award | +12 | $94.45 | $1.13K | 6,333 |
| Armando J. Olivera Director | Apr 22, 2026 | Award | +14 | $94.45 | $1.32K | 22,291 |
| Sherrill W. Hudson Director | Apr 22, 2026 | Award | +12 | $94.45 | $1.13K | 38,279 |
| Amy Banse Director | Apr 22, 2026 | Award | +12 | $94.45 | $1.13K | 16,948 |
| Dacona Smith Director | Apr 22, 2026 | Award | +12 | $94.45 | $1.13K | 6,263 |
| Teri P. McClure Director | Apr 22, 2026 | Award | +12 | $94.45 | $1.13K | 31,984 |
| Theron I. Gilliam Director | Apr 8, 2026 | Award | +2,313 | – | – | 36,797 |
| Serena Wolfe Director | Apr 8, 2026 | Award | +2,313 | – | – | 6,321 |
| Amy Banse Director | Apr 8, 2026 | Award | +2,313 | – | – | 16,936 |
| Dacona Smith Director | Apr 8, 2026 | Award | +2,313 | – | – | 6,251 |
| Teri P. McClure Director | Apr 8, 2026 | Award | +2,313 | – | – | 31,972 |
| Armando J. Olivera Director | Apr 8, 2026 | Award | +2,312 | – | – | 22,276 |
| Jeffrey Sonnenfeld Director | Apr 8, 2026 | Award | +2,312 | – | – | 27,494 |
| Sherrill W. Hudson Director | Apr 8, 2026 | Award | +2,313 | – | – | 38,267 |
| Stuart A. Miller Executive Chairman & CEO, Director, 10% owner | Mar 16, 2026 | Returned to company | −55,490 | – | – | 1,209,820 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
1M shares short
Days to cover
3.8
At 0M shares a day
Change since last report
+9.1%
From 0M shares
Short volume, 20 days
65.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Lennar's stock actually held short. Settlement fails (shares not delivered on time) peaked at 27,352 shares on Sep 28, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jonathan M. Jaffe Former Affiliate | Feb 19, 2026 | 58,000 | $6.77M | Feb 19, 2026 | Restricted Stock Grant |
| Mark Sustana Former General Counsel | Sep 26, 2025 | 24,991 | $3.15M | Sep 26, 2025 | Acquired as compensation -- Restricted Stock Awards |
| Jeffrey Sonnenfeld Director | Oct 28, 2024 | 17,500 | $3.06M | Oct 28, 2024 | Stock Option Exercise |
| Jeffrey Joseph McCall Officer | Aug 23, 2024 | 10,000 | $1.81M | Aug 23, 2024 | Gift |
| Jeffrey Joseph McCall Officer | May 10, 2024 | 30,000 | $4.83M | May 10, 2024 | Gift |
| Mark Sustana General Counsel | Dec 21, 2023 | 37,304 | $5.48M | Dec 21, 2023 | Owned Shares |
| Jeffrey Joseph McCall Officer | Oct 20, 2023 | 10,000 | $1.05M | Oct 20, 2023 | Transfer |
| Jeffrey Joseph McCall Officer | May 15, 2023 | 20,000 | $2.26M | May 15, 2023 | Transfer |