Lennar Corp (LEN) shareholders
LENNYSEGeneral Bldg Contractors - Residential BldgsFiscal year ends November 30Also trades as LEN.B
Financials through Q3 FY2026, quarter ended Aug 31, 2026Last filing: 10-Q on Oct 2, 2026Score 9/3012% above fair value
$86.33−0.33 (-0.38%)
Close on Nov 11, 2026Market cap $20.47BP/E 16.3Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
213M of 208M shares
Institutional holders
936
117 new, 107 sold out
Net institutional buying
11M
In Q2 2026
Insider trades, 12 months
45 buys · 0 sales
Net bought $595.29M
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 | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,345,964 | 8.83% | $1.66B | +89,484 | 0.02% |
| Berkshire Hathaway Inc | 13,111,741 | 6.31% | $1.19B | +3,012,099 | 0.40% |
| Vanguard Capital Management LLC | 13,021,553 | 6.26% | $1.18B | +74,247 | 0.03% |
| Greenhaven Associates Inc | 11,316,279 | 5.44% | $1.02B | +684,148 | 11.82% |
| Eagle Capital Management LLC | 10,686,983 | 5.14% | $967.07M | −193,472 | 2.95% |
| State Street Corp | 10,427,376 | 5.02% | $943.57M | +389,740 | 0.03% |
| Vanguard Portfolio Management LLC | 9,547,076 | 4.59% | $863.91M | +20,667 | 0.04% |
| Aristotle Capital Management, LLC | 7,836,325 | 3.77% | $709.11M | −509,752 | 1.49% |
| Manufacturers Life Insurance Company, The | 6,683,066 | 3.21% | $604.75M | +706,457 | 0.47% |
| Geode Capital Management, LLC | 5,832,989 | 2.81% | $525.82M | +80,156 | 0.03% |
| ACR Alpine Capital Research, LLC | 4,743,250 | 2.28% | $429.22M | +531,139 | 6.09% |
| Goldman Sachs Group Inc | 3,585,545 | 1.72% | $324.46M | +1,121,167 | 0.03% |
| Morgan Stanley | 3,542,372 | 1.70% | $320.55M | +336,775 | 0.02% |
| Invesco Ltd. | 3,494,717 | 1.68% | $316.24M | +744,665 | 0.03% |
| Principal Financial Group Inc | 3,419,787 | 1.65% | $309.46M | −72,127 | 0.15% |
| Capital World Investors | 3,303,761 | 1.59% | $298.96M | +33,687 | 0.04% |
| Aqr Capital Management LLC | 2,794,821 | 1.34% | $252.90M | +673,310 | 0.09% |
| Van Lanschot Kempen Investment Management N.V. | 2,692,266 | 1.30% | $243.62M | +30,119 | 1.86% |
| Bank Of America Corp /De/ | 2,656,473 | 1.28% | $240.38M | −149,941 | 0.02% |
| Two Sigma Investments, LP | 2,571,015 | 1.24% | $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 | 98.5% | 121 / 355 | 337 / 133 | 45M | 21M |
| Q4 2025 | 967 | 205M | 98.7% | 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)
589 funds held LEN in Q2 2026, 57% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of LEN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 5,814,790 | 2.80% | $526.18M | 0.02% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 5,577,821 | 2.68% | $504.74M | 0.03% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 4,420,423 | 2.13% | $400.00M | 0.18% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 2,960,600 | 1.42% | $267.90M | 0.03% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 2,761,215 | 1.33% | $247.90M | 0.03% | May 31, 2026 |
| Vanguard Windsor Ii Fund | 2,582,000 | 1.24% | $212.63M | 0.32% | Jul 31, 2026 |
| MidCap Fund | 2,192,284 | 1.05% | $180.53M | 0.78% | Jul 31, 2026 |
| Growth Fund of America | 2,148,817 | 1.03% | $192.92M | 0.05% | May 31, 2026 |
| Invesco S&P 500 Equal Weight ETF | 2,073,691 | 1.00% | $170.77M | 0.18% | Jul 31, 2026 |
| iShares U.S. Home Construction ETF | 2,047,403 | 0.98% | $185.27M | 7.12% | Jun 30, 2026 |
| Vanguard Value Index Fund | 2,015,988 | 0.97% | $182.43M | 0.07% | Jun 30, 2026 |
| Fundamental Large Cap Core Fund | 1,971,642 | 0.95% | $162.36M | 2.69% | Jul 31, 2026 |
| Smead Value Fund | 1,676,642 | 0.81% | $150.53M | 3.87% | May 29, 2026 |
| Eagle Capital Select Equity ETF | 1,291,770 | 0.62% | $116.89M | 2.74% | Jun 30, 2026 |
| Vanguard Mid-Cap Value Index Fund | 1,252,307 | 0.60% | $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 | 11.31% | May 13, 2026 |
| Jonathan M. Jaffe | Co-CEO & President, Director | 1,231,540 | 0.59% | Mar 3, 2025 |
| James David Grove | Area President | 63,281 | 0.03% | May 11, 2026 |
| James Buchanan Parker Jr. | Area President | 66,325 | 0.03% | May 11, 2026 |
| Diane J. Bessette | VP & Chief Financial Officer | 343,280 | 0.17% | 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 |
| Teri P. McClure | Director | 32,288 | 0.02% | Oct 8, 2026 |
| Amy Banse | Director | 17,307 | 0.01% | Oct 8, 2026 |
| Dacona Smith | Director | 6,292 | 0.00% | Oct 8, 2026 |
| Jeffrey Sonnenfeld | Director | 28,800 | 0.01% | Oct 8, 2026 |
| Armando J. Olivera | Director | 23,513 | 0.01% | Oct 8, 2026 |
| Serena Wolfe | Director | 6,362 | 0.00% | Oct 8, 2026 |
| Theron I. Gilliam | Director | 37,270 | 0.02% | Oct 8, 2026 |
| Sherrill W. Hudson | Director | 43,958 | 0.02% | Oct 8, 2026 |
| Warren E. Buffett | 10% owner | 26,587,436 | 12.79% | Oct 5, 2026 |
| Hathaway Inc Berkshire | 10% owner | 29,006,073 | 13.95% | Oct 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Armando J. Olivera Director | Oct 7, 2026 | Award | +24 | $76.13 | $1.83K | 23,371 |
| Jeffrey Sonnenfeld Director | Oct 7, 2026 | Award | +21 | $76.13 | $1.60K | 28,209 |
| Sherrill W. Hudson Director | Oct 7, 2026 | Award | +15 | $76.13 | $1.14K | 38,308 |
| Dacona Smith Director | Oct 7, 2026 | Award | +15 | $76.13 | $1.14K | 6,292 |
| Serena Wolfe Director | Oct 7, 2026 | Award | +15 | $76.13 | $1.14K | 6,362 |
| Theron I. Gilliam Director | Oct 7, 2026 | Award | +15 | $76.13 | $1.14K | 36,838 |
| Teri P. McClure Director | Oct 7, 2026 | Award | +15 | $76.13 | $1.14K | 32,013 |
| Amy Banse Director | Oct 7, 2026 | Award | +15 | $76.13 | $1.14K | 16,977 |
| Hathaway Inc Berkshire 10% owner | Oct 2, 2026 | Buy | +299 | $79.74 | $23.84K | 568,028 |
| Hathaway Inc Berkshire 10% owner | Oct 2, 2026 | Buy | +5,135 | $78.77 | $404.48K | 567,729 |
| Hathaway Inc Berkshire 10% owner | Oct 2, 2026 | Buy | +2,452 | $77.93 | $191.08K | 562,594 |
| Hathaway Inc Berkshire 10% owner | Oct 2, 2026 | Buy | +2,290 | $77.12 | $176.60K | 560,142 |
| Hathaway Inc Berkshire 10% owner | Oct 2, 2026 | Buy | +20,200 | $81.90 | $1.65M | 28,438,045 |
| Hathaway Inc Berkshire 10% owner | Oct 2, 2026 | Buy | +44,300 | $81.14 | $3.59M | 28,417,845 |
| Hathaway Inc Berkshire 10% owner | Oct 2, 2026 | Buy | +842,753 | $80.04 | $67.45M | 28,373,545 |
| Hathaway Inc Berkshire 10% owner | Oct 2, 2026 | Buy | +342,553 | $79.03 | $27.07M | 27,530,792 |
| Hathaway Inc Berkshire 10% owner | Oct 2, 2026 | Buy | +448,113 | $78.37 | $35.12M | 27,188,239 |
| Hathaway Inc Berkshire 10% owner | Oct 1, 2026 | Buy | +100 | $80.00 | $8.00K | 557,852 |
| Hathaway Inc Berkshire 10% owner | Oct 1, 2026 | Buy | +950 | $79.51 | $75.53K | 557,752 |
| Hathaway Inc Berkshire 10% owner | Oct 1, 2026 | Buy | +3,802 | $78.26 | $297.54K | 556,802 |
| Hathaway Inc Berkshire 10% owner | Oct 1, 2026 | Buy | +186,991 | $81.46 | $15.23M | 26,740,126 |
| Hathaway Inc Berkshire 10% owner | Oct 1, 2026 | Buy | +92,830 | $80.57 | $7.48M | 26,553,135 |
| Hathaway Inc Berkshire 10% owner | Oct 1, 2026 | Buy | +425,869 | $79.49 | $33.85M | 26,460,305 |
| 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 |
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 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
22M shares short
Days to cover
5.8
At 4M shares a day
Change since last report
-6.9%
From 23M shares
Short volume, 20 days
54.5%
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 168,376 shares on Sep 11, 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 |
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