Lennar ($LEN) Insider Trading & Smart Money Activity
Lennar Corporation ($LEN) has 8 insider trades, 1 congress trade, 5 13F position changes and 12 analyst ratings on file. In the last 12 months on the open market, 1 insider bought ($382.90M) and no insider sold, net +$382.90M.
- Insider buyers (12 mo)
- 1
- Insider sellers (12 mo)
- 0
- Net insider $ (12 mo)
- +$382.90M
- Congress trades (12 mo)
- 1
- 13F moves on file
- 5
- Analyst ratings on file
- 12
LEN insider buying and selling by quarter
| Quarter | Insider buys | Insider sales | Congress buys / sales | 13F added / cut |
|---|---|---|---|---|
| Q1 2026 | 0 | 0 | 1 / 0 | 0 / 0 |
| Q2 2026 | 0 | 0 | 0 / 0 | 2 / 2 |
| Q3 2026 | 6 · $190.27M | 0 | 0 / 0 | 0 / 0 |
| Q4 2026 | 2 · $192.63M | 0 | 0 / 0 | 1 / 0 |
Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.
All LEN insider, congress, 13F and analyst activity
| Date | Source | Who | Action | Shares | Value / amount | ΔOwn | 1W | 1M | 6M | Filing | Story |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 13F | Smead Capital Management | Added | +264.28K sh | $186.41M | — | ||||||
| Analyst | Melius Research | Reiterates to Sell | PT $72 | -2.6% | — | ||||||
| Insider | Berkshire Hathaway Inc10% Owner | Buy (Open-market buy) | 1.71M sh | $135.69M | -3.3% | — | |||||
| Analyst | Morgan Stanley | Reiterates to Underweight | PT $65 | -4.9% | — | ||||||
| Insider | Berkshire Hathaway Inc10% Owner | Buy (Open-market buy) | 710.54K sh | $56.95M | -4.9% | — | |||||
| Insider | Berkshire Hathaway Inc10% Owner | Buy (Open-market buy) | 642.82K sh | $52.44M | -6.1% | — | |||||
| Insider | Berkshire Hathaway Inc10% Owner | Buy (Open-market buy) | 12.39K sh | $1.02M | -6.7% | — | |||||
| Insider | Berkshire Hathaway Inc10% Owner | Buy (Open-market buy) | 5.20K sh | $426.19K | -9.3% | — | |||||
| Insider | Berkshire Hathaway Inc10% Owner | Buy (Open-market buy) | 492.12K sh | $39.92M | -2.9% | — | |||||
| Insider | Berkshire Hathaway Inc10% Owner | Buy (Open-market buy) | 653.32K sh | $52.84M | +0.8% | — | |||||
| Insider | Berkshire Hathaway Inc10% Owner | Buy (Open-market buy) | 534.26K sh | $43.62M | +0.1% | — | |||||
| Analyst | Keefe, Bruyette & Woods | Reiterates to Underperform | PT $75 | -0.1% | — | ||||||
| Analyst | RBC Capital | Reiterates to Underperform | PT $69 | +7.5% | — | ||||||
| Analyst | Evercore ISI Group | Reiterates to Underperform | PT $78 | +7.5% | — | ||||||
| Analyst | Barclays | Reiterates to Underweight | PT $70 | +7.5% | — | ||||||
| Analyst | JP Morgan | Reiterates to sell | PT $77 | -2.7% | -3.2% | Read | |||||
| Analyst | RBC Capital | Reiterates to sell | PT $85 | -2.6% | -4.4% | Read | |||||
| Analyst | Evercore ISI Group | Reiterates to sell | PT $87 | -2.6% | -4.4% | Read | |||||
| Analyst | Barclays | Reiterates to sell | PT $79 | -2.6% | -4.4% | Read | |||||
| Analyst | B of A Securities | Reiterates to sell | PT $77 | -2.6% | -4.4% | Read | |||||
| Analyst | Keefe, Bruyette & Woods | Lowers to sell | PT $86 | -3.0% | -8.9% | — | |||||
| 13F | Berkshire Hathaway | Added | +3.05M sh | $913.92M | +8.0% | +9.1% | — | ||||
| 13F | Berkshire Hathaway | Added | +3.05M sh | $917.65M | +8.0% | +9.1% | — | ||||
| 13F | Aristotle Capital Management | Reduced | -379.87K sh | $755.24M | +8.0% | +9.1% | Read | ||||
| 13F | Aristotle Capital Management | Reduced | -379.87K sh | $758.32M | +8.0% | +9.1% | — | ||||
| Congress | Alan Armstrong | Purchase | $1,001 - $15,000 | -1.9% | +3.9% | -8.0% | — |
1W / 1M / 6M = how LEN moved from the trade or filing date.
Insider trading in LEN: who is buying and selling
| Insider | Role | Trades | Open-market net | Shares held | Last trade |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 10% Owner | 8 | +$382.90M | Oct 2, 2026 |
Members of Congress trading LEN
Institutions moving LEN (13F)
Analyst ratings on LEN
| Date | Firm | Action | Rating | Price target | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|
| Melius Research | Reiterates | Sell | $72 | -2.6% | — | |||
| Morgan Stanley | Reiterates | Underweight | $65 | -4.9% | — | |||
| Keefe, Bruyette & Woods | Reiterates | Underperform | $85 → $75 | -0.1% | — | |||
| RBC Capital | Reiterates | Underperform | $85 → $69 | +7.5% | — | |||
| Evercore ISI Group | Reiterates | Underperform | $87 → $78 | +7.5% | — | |||
| Barclays | Reiterates | Underweight | $79 → $70 | +7.5% | — | |||
| JP Morgan | Reiterates | sell | $77 | -2.7% | -3.2% | Read | ||
| RBC Capital | Reiterates | sell | $85 | -2.6% | -4.4% | Read | ||
| Evercore ISI Group | Reiterates | sell | $87 | -2.6% | -4.4% | Read | ||
| Barclays | Reiterates | sell | $79 | -2.6% | -4.4% | Read |
Frequently asked questions
Are LEN insiders buying or selling?
Over the last 12 months 1 insider made 8 open-market purchases worth $382.90M and 0 insiders made 0 open-market sales worth $0, a net +$382.90M.
What is the latest insider trade in LEN?
Berkshire Hathaway Inc, 10% Owner filed a buy (open-market buy) of 1.71M sh worth $135.69M on Oct 2, 2026.
Which members of Congress traded LEN?
1 disclosed trade by Alan Armstrong. The latest was on Mar 27, 2026.
Which institutions changed their LEN positions?
Recent 13F filers moving the stock include Berkshire Hathaway, Aristotle Capital Management and Smead Capital Management.
Other residential construction stocks
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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