HolderBook

LENNAR CORP (LEN)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

32
Reporting holders
$12.6M
Reported value
0.0%
Calls
0.0%
Puts
-914
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
KWMG, LLC$4.7M57,2880.34%19q+7.0%+$304.0K
Ridgewood Investments LLC$1.2M14,5430.44%9q+36.1%+$314.7K
SACKS & ASSOCIATES, LLC$781.3K9,5760.55%4q-2.5%-$19.8K
Valeo Financial Advisors, LLC$713.8K8,7480.02%32qHELD
GAMMA Investing LLC$673.2K8,2510.02%12q+72.3%+$282.4K
Norman Fields, Gottscho Capital Management, LLC$667.7K8,1830.20%26q+126.9%+$373.4K
YHB Investment Advisors, Inc.$642.7K7,8770.04%7q-1.5%-$10.1K
Wisconsin Wealth Advisors, LLC$529.9K6,4950.45%8q+2.2%+$11.4K
Farther Finance Advisors, LLC$501.5K6,1460.00%16q+1.5%+$7.3K
CANANDAIGUA NATIONAL BANK & TRUST CO$409.8K5,0230.04%20qHELD
Intelligence Driven Advisers, LLC$370.3K4,5380.06%14q-11.2%-$46.9K
Grove Bank & Trust$347.8K4,2630.03%26q-0.9%-$3.0K
ARMSTRONG ADVISORY GROUP, INC$294.3K3,6070.02%13qHELD
Wedmont Private Capital$241.4K3,1110.01%16q-10.1%-$27.1K
Everhart Financial Group, Inc.$201.9K2,4750.01%16q-29.6%-$84.8K
Versant Capital Management, Inc$88.4K1,0840.01%14q-54.0%-$103.9K
MassMutual Private Wealth & Trust, FSB$56.4K6910.00%24q-4.3%-$2.5K
Byrne Asset Management LLC$52.1K6350.03%20qHELD
Wealth Enhancement Trust Services, Inc.$49.3K6040.01%4q-57.0%-$65.3K
GK Wealth Management LLC$42.1K5170.02%newNEW
Rosenberg Matthew Hamilton$12.7K1560.00%19q-81.8%-$57.3K
CoreCap Advisors, LLC$11.1K1360.00%7q-4.9%
Coastline Trust Co$8.4K1030.00%14q-25.9%-$2.9K
BURKETT FINANCIAL SERVICES, LLC$7.2K880.00%2q+1.1%
GoalVest Advisory LLC$6.0K730.00%newNEW
Mn Services Vermogensbeheer B.V.$4.9K59,5720.04%11qHELD
GILPIN WEALTH MANAGEMENT, LLC$4.4K540.00%3q+170.0%+$2.8K
Dorato Capital Management$2.7K350.00%4qHELD
Bullock Wealth Management Group$2.1K250.00%newNEW
ELEVATION WEALTH PARTNERS, LLC$1.4K170.00%3q-97.9%-$63.6K
Planning Strategies Inc.$1.2K150.00%2q+275.0%
Davis Capital Management$65380.00%newNEW
CX Institutional$891,0860.00%19q-43.1%
Retirement Wealth Solutions LLC$8210.00%3q-85.7%
Polaris Financial Partners$273280.01%newFIRST

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-10-0713G/AWarren E. Buffett INDIVIDUALwith 11 co-filers12.5%
2026-08-1413GWarren E. Buffett INDIVIDUALwith 4 co-filers6.2%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-10-02BERKSHIRE HATHAWAY INC10% ownerBought1,708,095$135.7M ×9
2026-09-18BERKSHIRE HATHAWAY INC10% ownerBought1,381,397$105.6M ×8
2026-10-01BERKSHIRE HATHAWAY INC10% ownerBought710,542$56.9M ×6
2026-09-17BERKSHIRE HATHAWAY INC10% ownerBought695,014$54.9M ×4
2026-09-24BERKSHIRE HATHAWAY INC10% ownerBought653,320$52.8M ×4
2026-09-30BERKSHIRE HATHAWAY INC10% ownerBought642,821$52.4M ×2

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202632$12.6M154,36649140.0%
Q2 2026946$22.2B234,156,1711143872964.2%
Q1 2026940$18.7B206,656,2981063353183.9%
Q4 2025972$21.9B205,318,200872604033.4%
Q3 2025994$29.2B220,223,0161503393164.8%
Q2 2025950$26.1B226,086,9481073343364.2%
Q1 2025977$26.7B222,225,1291273523204.6%
Q4 20241,029$31.8B220,900,760873393505.3%
Q3 20241,064$43.4B220,878,1451423353694.7%
Q2 2024987$35.1B226,280,095793883143.5%
Q1 20241,027$41.6B231,909,9251333233634.2%
Q4 2023962$36.5B233,107,2821102743484.9%
Q3 2023882$30.0B258,174,050813192803.5%
Q2 2023876$30.2B232,758,0841282782693.7%
Q1 2023793$26.9B252,124,717992642552.9%
Q4 2022770$22.8B240,749,4921032392634.3%
Q3 2022704$19.0B246,347,770672092663.5%
Q2 2022728$17.4B238,492,932812392723.3%
Q1 2022770$19.7B236,839,910822742852.5%
Q4 2021823$29.4B243,653,637892752494.0%
Q3 2021753$24.4B252,196,875752402703.2%
Q2 2021763$26.3B256,886,049862742402.9%
Q1 2021732$26.9B259,554,6991142382512.3%
Q4 2020699$20.7B258,812,015872292384.3%
Q3 2020671$22.0B262,461,8271112152172.9%
Q2 2020623$16.3B258,861,1381361512361.8%
Q1 2020555$10.1B260,413,713751692121.7%
Q4 2019632$15.9B278,630,873782051972.1%
Q3 2019587$15.8B276,679,085721811922.5%
Q2 2019576$13.8B274,557,817871751893.8%
Q1 2019592$14.2B280,035,2151011911793.0%
Q4 2018568$11.3B280,866,485111592.3%