Institutional Ownership Lennar Corp (LEN)
This table provides information about the institutional ownership of Lennar Corp (LEN). We have compiled data on the 1,103 institutions that hold shares in the stock, with a total of 221 Million shares, which have been reported (via 13F filing form) to have a value of $25.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
63
shares
|
$7,267
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
62
shares
|
$7,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
62
shares
|
$7,152
0.0% of portfolio
|
Q4 2024
Reduced 22.5%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
61
shares
|
$7,036
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
58
shares
|
$6,690
0.0% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
58
shares
|
$6,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
55
shares
|
$6,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
55
shares
|
$6,344
0.0% of portfolio
|
Q2 2018
Added 167.27%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
53
shares
|
$6,114
0.0% of portfolio
|
Q1 2025
Reduced 33.75%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
53
shares
|
$6,114
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
50
shares
|
$5,768
0.0% of portfolio
|
Q1 2025
Added 78.57%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
50
shares
|
$5,768
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
50
shares
|
$5,768
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
47
shares
|
$5,421
0.0% of portfolio
|
Q1 2025
Reduced 25.4%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
44
shares
|
$5,075
0.0% of portfolio
|
Q1 2025
Reduced 85.33%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
43
shares
|
$4,960
0.0% of portfolio
|
Q2 2024
Reduced 99.8%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
43
shares
|
$4,960
0.0% of portfolio
|
Q4 2024
Reduced 50.57%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
43
shares
|
$4,960
0.0% of portfolio
|
Q1 2025
Added 258.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
42
shares
|
$4,845
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
41
shares
|
$4,729
0.0% of portfolio
|
Q1 2025
Reduced 53.41%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
40
shares
|
$4,614
0.01% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
37
shares
|
$4,268
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
37
shares
|
$4,268
0.0% of portfolio
|
Q4 2024
Reduced 21.28%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
34
shares
|
$3,922
0.0% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
32
shares
|
$3,691
0.0% of portfolio
|
Q1 2025
Reduced 57.33%
|