LENNYSEGeneral Bldg Contractors - Residential BldgsFiscal year ends November 30Also trades as LEN.B
LENNAR CORP /NEW/
Financials through Q3 FY2026, quarter ended Aug 31, 2026Last filing: 10-Q on Oct 2, 2026
$75.87−1.21 (-1.57%)
Close on Oct 19, 2026
- Market cap
- $18.04B
- P/E (TTM)
- 14.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
213M of 211M shares
Institutional holders
936
117 new, 107 sold out
Net institutional buying
11M
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 |
|---|---|---|---|---|
| Len X, LLC | 3,326,213 | 24.75% | 13D (active) amendment | Apr 1, 2024 |
| Berkshire Hathaway Inc. | 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 | 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 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LEN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,345,964 | 8.72% | $1.66B | +89,484 | 0.02% |
| Berkshire Hathaway Inc | 13,111,741 | 6.23% | $1.19B | +3,012,099 | 0.40% |
| Vanguard Capital Management LLC | 13,021,553 | 6.19% | $1.18B | +74,247 | 0.03% |
| Greenhaven Associates Inc | 11,316,279 | 5.38% | $1.02B | +684,148 | 11.82% |
| Eagle Capital Management LLC | 10,686,983 | 5.08% | $967.07M | −193,472 | 2.95% |
| State Street Corp | 10,427,376 | 4.95% | $943.57M | +389,740 | 0.03% |
| Vanguard Portfolio Management LLC | 9,547,076 | 4.54% | $863.91M | +20,667 | 0.04% |
| Aristotle Capital Management, LLC | 7,836,325 | 3.72% | $709.11M | −509,752 | 1.49% |
| Manufacturers Life Insurance Company, The | 6,683,066 | 3.17% | $604.75M | +706,457 | 0.47% |
| Geode Capital Management, LLC | 5,832,989 | 2.77% | $525.82M | +80,156 | 0.03% |
| ACR Alpine Capital Research, LLC | 4,743,250 | 2.25% | $429.22M | +531,139 | 6.09% |
| Goldman Sachs Group Inc | 3,585,545 | 1.70% | $324.46M | +1,121,167 | 0.03% |
| Morgan Stanley | 3,542,372 | 1.68% | $320.55M | +336,775 | 0.02% |
| Invesco Ltd. | 3,494,717 | 1.66% | $316.24M | +744,665 | 0.03% |
| Principal Financial Group Inc | 3,419,787 | 1.62% | $309.46M | −72,127 | 0.15% |
| Capital World Investors | 3,303,761 | 1.57% | $298.96M | +33,687 | 0.04% |
| Aqr Capital Management LLC | 2,794,821 | 1.33% | $252.90M | +673,310 | 0.09% |
| Van Lanschot Kempen Investment Management N.V. | 2,692,266 | 1.28% | $243.62M | +30,119 | 1.86% |
| Bank Of America Corp /De/ | 2,656,473 | 1.26% | $240.38M | −149,941 | 0.02% |
| Two Sigma Investments, LP | 2,571,015 | 1.22% | $232.65M | −32,922 | 0.17% |
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 | 936 | 213M | 100.0% | 117 / 393 | 305 / 107 | 22M | 12M |
| Q1 2026 | 938 | 205M | 97.2% | 121 / 355 | 337 / 133 | 45M | 21M |
| Q4 2025 | 967 | 205M | 97.5% | 145 / 273 | 419 / 146 | 20M | 34M |
| Q3 2025 | 983 | 220M | 100.0% | 153 / 357 | 331 / 102 | 20M | 26M |
| Q2 2025 | 940 | 226M | 100.0% | 118 / 351 | 342 / 133 | 23M | 19M |
| Q1 2025 | 967 | 222M | 100.0% | 134 / 368 | 340 / 169 | 32M | 30M |
| Q4 2024 | 1,020 | 221M | 100.0% | 154 / 364 | 376 / 167 | 18M | 17M |
| Q3 2024 | 1,053 | 221M | 100.0% | 154 / 368 | 389 / 76 | 40M | 21M |
| Q2 2024 | 980 | 226M | 100.0% | 91 / 416 | 331 / 114 | 16M | 21M |
| Q1 2024 | 1,019 | 232M | 100.0% | 149 / 348 | 379 / 67 | 14M | 15M |
| Q4 2023 | 949 | 233M | 100.0% | 163 / 296 | 366 / 78 | 19M | 14M |
| Q3 2023 | 874 | 229M | 100.0% | 96 / 340 | 292 / 76 | 15M | 19M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LEN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 5,814,790 | 2.76% | $526.18M | 0.02% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 5,577,821 | 2.65% | $504.74M | 0.03% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 4,420,423 | 2.10% | $400.00M | 0.18% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 2,960,600 | 1.41% | $267.90M | 0.03% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 2,761,215 | 1.31% | $247.90M | 0.03% | May 31, 2026 |
| Vanguard Windsor Ii Fund | 2,582,000 | 1.23% | $212.63M | 0.32% | Jul 31, 2026 |
| MidCap Fund | 2,192,284 | 1.04% | $180.53M | 0.78% | Jul 31, 2026 |
| Growth Fund of America | 2,148,817 | 1.02% | $192.92M | 0.05% | May 31, 2026 |
| Invesco S&P 500 Equal Weight ETF | 2,073,691 | 0.99% | $170.77M | 0.18% | Jul 31, 2026 |
| iShares U.S. Home Construction ETF | 2,047,403 | 0.97% | $185.27M | 7.12% | Jun 30, 2026 |
| Vanguard Value Index Fund | 2,015,988 | 0.96% | $182.43M | 0.07% | Jun 30, 2026 |
| Fundamental Large Cap Core Fund | 1,971,642 | 0.94% | $162.36M | 2.69% | Jul 31, 2026 |
| Smead Value Fund | 1,676,642 | 0.80% | $150.53M | 3.87% | May 29, 2026 |
| Eagle Capital Select Equity ETF | 1,291,770 | 0.61% | $116.89M | 2.74% | Jun 30, 2026 |
| Vanguard Mid-Cap Value Index Fund | 1,252,307 | 0.59% | $113.32M | 0.30% | Jun 30, 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 | 11.17% | May 13, 2026 |
| Jonathan M. Jaffe | Co-CEO & President, Director | 1,231,540 | 0.59% | Mar 3, 2025 |
| James Buchanan Parker Jr. | Area President | 66,325 | 0.03% | May 11, 2026 |
| James David Grove | Area President | 63,281 | 0.03% | May 11, 2026 |
| Diane J. Bessette | VP & Chief Financial Officer | 343,280 | 0.16% | Mar 18, 2026 |
| David M. Collins | VP & Controller | 54,154 | 0.03% | Feb 18, 2026 |
| Martin Katherine Lee | Chief Legal Officer/Secretary | 56,600 | 0.03% | Feb 18, 2026 |
| Mark Sustana | VP/General Counsel/Secretary | 32,063 | 0.02% | Jan 15, 2025 |
| Jeffrey Sonnenfeld | Director | 28,779 | 0.01% | Sep 2, 2026 |
| Armando J. Olivera | Director | 23,489 | 0.01% | Sep 2, 2026 |
| Teri P. McClure | Director | 32,273 | 0.02% | Jul 14, 2026 |
| Amy Banse | Director | 17,292 | 0.01% | Jul 14, 2026 |
| Dacona Smith | Director | 6,277 | 0.00% | Jul 14, 2026 |
| Serena Wolfe | Director | 6,347 | 0.00% | Jul 14, 2026 |
| Theron I. Gilliam | Director | 37,255 | 0.02% | Jul 14, 2026 |
| Sherrill W. Hudson | Director | 43,943 | 0.02% | Jul 14, 2026 |
| Warren E. Buffett | 10% owner | 26,587,436 | 12.63% | Sep 30, 2026 |
| Hathaway Inc Berkshire | 10% owner | 21,503,797 | 10.22% | 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.
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 |
| Sustana Mark Former General Counsel | Sep 26, 2025 | 24,991 | $3.15M | Sep 26, 2025 | Acquired as compensation -- Restricted Stock Awards |
| Sonnenfeld Jeffrey Director | Oct 28, 2024 | 17,500 | $3.06M | Oct 28, 2024 | Stock Option Exercise |
| J. McCall Jeffrey Officer | Aug 23, 2024 | 10,000 | $1.81M | Aug 23, 2024 | Gift |
| J. McCall Jeffrey 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 |
| J. McCall Jeffrey Officer | Oct 20, 2023 | 10,000 | $1.05M | Oct 20, 2023 | Transfer |
| J. McCall Jeffrey Officer | May 15, 2023 | 20,000 | $2.26M | May 15, 2023 | Transfer |