Lennar Corp-a (LEN) — Institutional Holders Breakdown (Q2 2026)

LEN ranks #521 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LEN is a disclosed holding of Warren Buffett (Berkshire Hathaway Inc), one of the tracked superinvestors on AlphaSMO — it makes up 0.4% of that fund's own 13F portfolio.

LEN is a top-conviction position for Greenhaven Associates Inc — at 11.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LEN belongs to BlackRock, Inc., but the position matters far more to Greenhaven Associates Inc, who has 11.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Smead Capital Management, Inc. has added to its LEN position for two straight quarters, increasing it by $48.7M to reach $186.4M today.

Mn Services Vermogensbeheer B.V. has trimmed its LEN position for two straight quarters, cutting it by $2.9M while still holding $4.9M.

LEN is down 1.9% today, but institutions show net buying of $3.4B this quarter — a divergence between today's price move and the underlying institutional flow.

LEN posted net income of $1.6B over the trailing twelve months.

• Profitable — net income of $1.6B over the trailing twelve months
• Revenue declined 7.4% year over year
• Net income declined year over year, from $3.3B to $1.6B
• Generated $216.8M in positive operating cash flow
• Liabilities run 0.56x equity — within a conventional range