Filing Research | LEN - LENNAR CORP Institutional Holdings

Snapshot holdings

50 / 218 loaded

#		Instrument	quantity
1	SALEM INVESTMENT COUNSELORS INC	Shares	258.9KSH	$23.4M
2	FACTORY MUTUAL INSURANCE CO	Shares	138.8KSH	$12.6M
3	QRG CAPITAL MANAGEMENT, INC.	Shares	74.1KSH	$6.7M
4	Asset Management Advisors, LLC	Shares	72.0KSH	$6.5M
5	Mirae Asset Global Investments Co., Ltd.	Shares	66.7KSH	$6.0M
6	MONTGOMERY INVESTMENT MANAGEMENT INC	Shares	64.9KSH	$5.9M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	75.2KSH	$5.6M
8	Czech National Bank	Shares	61.3KSH	$5.5M
9	ABC ARBITRAGE SA	Shares	58.1KSH	$5.3M
10	JGP Wealth Management, LLC	Shares	56.0KSH	$5.1M
11	KWMG, LLC	Shares	53.6KSH	$4.8M
12	Live Oak Private Wealth LLC	Shares	52.2KSH	$4.7M
13	Robeco Institutional Asset Management B.V.	Shares	51.7KSH	$4.7M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	47.5KSH	$4.3M
15	BAR HARBOR WEALTH MANAGEMENT	Shares	45.3KSH	$4.1M
16	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	44.0KSH	$4.0M
17	CUTLER INVESTMENT COUNSEL LLC	Shares	41.4KSH	$3.7M
18	IFM Investors Pty Ltd	Shares	38.4KSH	$3.5M
19	Unison Advisors LLC	Shares	38.0KSH	$3.4M
20	DAVENPORT & Co LLC	Shares	36.3KSH	$3.3M
21	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	34.8KSH	$3.1M
22	Police & Firemen's Retirement System of New Jersey	Shares	30.8KSH	$2.8M
23	Avanza Fonder AB	Shares	28.9KSH	$2.6M
24	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	28.9KSH	$2.6M
25	PensionDanmark Pensionsforsikringsaktieselskab	Shares	28.1KSH	$2.5M
26	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	26.0KSH	$2.3M
27	Swedbank AB	Shares	25.1KSH	$2.3M
28	Ellsworth Advisors, LLC	Shares	22.4KSH	$1.9M
29	Sippican Capital Advisors	Shares	18.8KSH	$1.7M
30	Fiduciary Alliance LLC	Shares	18.6KSH	$1.7M
31	CHIRON CAPITAL MANAGEMENT, LLC	Shares	17.8KSH	$1.6M
32	Lodestone Wealth Management LLC	Shares	15.9KSH	$1.4M
33	Crossmark Global Holdings, Inc.	Shares	15.2KSH	$1.4M
34	Sage Investment Counsel LLC	Shares	15.2KSH	$1.4M
35	ASR Vermogensbeheer N.V.	Shares	15.2KSH	$1.4M
36	Merit Financial Group, LLC	Shares	15.0KSH	$1.4M
37	Sequoia Financial Advisors, LLC	Shares	14.6KSH	$1.3M
38	Confluence Wealth Services, Inc.	Shares	14.0KSH	$1.3M
39	Flagship Capital Management Inc.	Shares	13.6KSH	$1.2M
40	Apollon Wealth Management, LLC	Shares	13.4KSH	$1.2M
41	SIERRA SUMMIT ADVISORS LLC	Shares	13.2KSH	$1.2M
42	Abacus Planning Group, Inc.	Shares	13.2KSH	$1.2M
43	Accurate Wealth Management, LLC	Shares	13.7KSH	$1.2M
44	Sava Infond d.o.o.	Shares	12.7KSH	$1.1M
45	MIZUHO SECURITIES USA LLC	Shares	13.0KSH	$1.1M
46	HARTFORD INVESTMENT MANAGEMENT CO	Shares	11.6KSH	$1.1M
47	Louisiana State Employees Retirement System	Shares	11.0KSH	$995.4K
48	Camelot Portfolios, LLC	Shares	10.1KSH	$917.9K
49	GATEWAY INVESTMENT ADVISERS LLC	Shares	10.1KSH	$915.0K
50	Tema ETFs LLC	Shares	10.1KSH	$913.6K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 248 loaded

#		Instrument
1	BAR HARBOR WEALTH MANAGEMENT new	Shares	+45.3K	+$4.1M	$4.1M
2	CREDIT INDUSTRIEL ET COMMERCIAL new	Shares	+34.8K	+$3.1M	$3.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+27.5K	+$2.1M	$5.6M
4	ASR Vermogensbeheer N.V. new	Shares	+15.2K	+$1.4M	$1.4M
5	CHIRON CAPITAL MANAGEMENT, LLC added	Shares	+9.9K	+$924.7K	$1.6M
6	Curated Wealth Partners LLC new	Shares	+61.3K	+$787.9K	$787.9K
7	Mirae Asset Global Investments Co., Ltd. added	Shares	+5.3K	+$702.9K	$6.0M
8	Fideuram Asset Management (Ireland) dac new	Shares	+7.4K	+$649.7K	$649.7K
9	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-3.5K	+$641.5K	$23.4M
10	BUTENSKY & COHEN FINANCIAL SECURITY, INC added	Shares	+4.8K	+$573.0K	$4.0M
11	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+6.0K	+$555.8K	$915.0K
12	CV Advisors LLC new	Shares	+6.1K	+$552.0K	$552.0K
13	Sivia Capital Partners, LLC new	Shares	+6.0K	+$547.4K	$547.4K
14	Robeco Institutional Asset Management B.V. added	Shares	+4.0K	+$532.0K	$4.7M
15	KWMG, LLC added	Shares	+3.8K	+$521.5K	$4.8M
16	Aaron Wealth Advisors LLC new	Shares	+5.6K	+$507.6K	$507.6K
17	FACTORY MUTUAL INSURANCE CO trimmed	Shares	-750	+$441.3K	$12.6M
18	Czech National Bank added	Shares	+2.5K	+$441.0K	$5.5M
19	Birch Hill Investment Advisors LLC new	Shares	+4.0K	+$362.0K	$362.0K
20	Apollon Wealth Management, LLC added	Shares	+3.6K	+$357.6K	$1.2M
21	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+3.9K	+$353.4K	$353.4K
22	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+3.5K	+$334.3K	$849.3K
23	MISSION WEALTH MANAGEMENT, LP new	Shares	+3.3K	+$298.3K	$298.3K
24	Legacy Wealth Management, LLC / MS new	Shares	+3.3K	+$294.2K	$294.2K
25	Asset Management Advisors, LLC added	Shares	+315	+$290.2K	$6.5M
26	Composition Wealth, LLC new	Shares	+3.2K	+$289.7K	$289.7K
27	IFM Investors Pty Ltd added	Shares	+1.4K	+$260.2K	$3.5M
28	Sippican Capital Advisors added	Shares	+2.1K	+$254.6K	$1.7M
29	Hudson Value Partners, LLC new	Shares	+2.8K	+$249.0K	$249.0K
30	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+2.6K	+$233.2K	$233.2K
31	VIEWPOINT INVESTMENT PARTNERS CORP new	Shares	+2.5K	+$226.2K	$226.2K
32	FOURPATH CAPITAL MANAGEMENT, LLC new	Shares	+2.5K	+$226.0K	$226.0K
33	Mosley Wealth Management new	Shares	+2.5K	+$224.6K	$224.6K
34	QRG CAPITAL MANAGEMENT, INC. trimmed	Shares	-669	+$212.4K	$6.7M
35	Optas, LLC added	Shares	+2.2K	+$210.4K	$466.7K
36	Telos Capital Management, Inc. new	Shares	+2.3K	+$206.6K	$206.6K
37	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+1.0K	+$193.3K	$2.6M
38	Ellsworth Advisors, LLC added	Shares	+2.5K	+$185.8K	$1.9M
39	Sava Infond d.o.o. added	Shares	+1.5K	+$176.4K	$1.1M
40	Wisconsin Wealth Advisors, LLC added	Shares	+1.7K	+$174.4K	$575.0K
41	Farther Finance Advisors, LLC added	Shares	+1.5K	+$157.8K	$548.3K
42	Unison Advisors LLC added	Shares	+201	+$156.2K	$3.4M
43	Confluence Wealth Services, Inc. added	Shares	+1.2K	+$152.7K	$1.3M
44	Ballentine Partners, LLC added	Shares	+1.5K	+$143.5K	$419.1K
45	Chemistry Wealth Management LLC added	Shares	+1.3K	+$142.8K	$645.0K
46	Valeo Financial Advisors, LLC added	Shares	+1.3K	+$142.5K	$790.6K
47	GREENLEAF TRUST added	Shares	+1.4K	+$140.2K	$545.7K
48	Versant Capital Management, Inc added	Shares	+1.4K	+$132.4K	$213.3K
49	Accurate Wealth Management, LLC added	Shares	+2.2K	+$128.8K	$1.2M
50	Merit Financial Group, LLC added	Shares	+819	+$125.7K	$1.4M

Scroll to load more