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LEN — LENNAR CORP

Reported value held$11.77B
Funds holding (latest)54
SectorConsumer Discretionary

Index member: S&P 500

Funds holding (Q2 2026)43
Institutional value$8.26B · 91.67M sh
New / Add / Cut / Exit3 / 18 / 20 / 1
Top-5 / Top-10 concentration52.0% / 70.2%
Institutional holdings change Accumulating +7.9% (+6.73M sh)
Institutional value change Up +12.5%

As of Q2 2026, 43 SEC-registered investment managers reported holding LEN (LENNAR CORP) in their latest 13F filings, with a combined reported value of $8.26B across 91.67M shares. That is +7.9% by share count (+6.73M shares) versus the previous quarter, while reported value moved +12.5%. Ownership is concentrated: the five largest holders account for 52.0% of reported value and the top ten for 70.2%.

Compared with the prior quarter, 3 opened new positions, 18 added to existing stakes, 20 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

LEN is a constituent of the S&P 500 and is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 24.50M $2.52B 0.04% Reduce
BlackRock Inc history Q2 2026 18.35M $1.66B 0.03% Hold
Berkshire Hathaway history Q2 2026 13.11M $1.19B 0.40% Add
Manulife Financial history Q2 2026 6.68M $604.75M 0.49% Add
Geode Capital Management history Q2 2026 5.83M $525.82M 0.03% Add
Goldman Sachs Group history Q2 2026 3.59M $324.46M 0.03% Add
Morgan Stanley history Q2 2026 3.54M $320.55M 0.02% Add
Invesco Ltd history Q2 2026 3.49M $316.24M 0.03% Add
Principal Global Investors history Q2 2026 3.42M $309.46M 0.15% Reduce
Capital World Investors history Q2 2026 3.30M $298.96M 0.04% Add
Viking Global Investors history Q2 2025 2.52M $279.13M 0.81% Add
AQR Capital Management history Q2 2026 2.79M $252.90M 0.09% Add
Bank of America Corp history Q2 2026 2.66M $240.38M 0.02% Reduce
Lone Pine Capital history Q4 2024 1.72M $234.27M 1.74% Reduce
Two Sigma Investments history Q2 2026 2.58M $233.46M 0.18% Reduce
Norges Bank Investment Management history Q2 2026 2.46M $222.59M 0.02% Reduce
Janus Henderson Group history Q1 2026 2.55M $221.18M 0.11% Add
Northern Trust Corp history Q2 2026 2.07M $187.03M 0.02% Reduce
Charles Schwab Investment Management history Q2 2026 1.88M $170.29M 0.02% Add
Citadel Advisors history Q2 2026 1.87M $169.37M 0.02% Add

View all 54 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 24.56M 24.91M 21.84M 21.44M 21.19M 18.09M 18.26M 18.35M
Berkshire Hathaway — — — — — — — — — — — — — — — 7.05M 7.05M 7.05M 10.10M 13.11M
Manulife Financial 11.11M 11.00M 12.62M 11.13M 10.16M 7.21M 7.15M 6.18M 6.54M 6.39M 6.37M 5.83M 5.90M 6.12M 8.89M 6.64M 6.55M 6.09M 5.98M 6.68M
Geode Capital Management 5.17M 5.48M 5.14M 5.17M 5.17M 5.22M 5.36M 5.47M 5.55M 5.63M 5.71M 5.81M 5.80M 5.85M 5.96M 5.99M 5.94M 5.62M 5.75M 5.83M
Goldman Sachs Group 1.25M 1.18M 1.23M 1.39M 1.42M 1.89M 1.73M 2.13M 2.58M 2.27M 2.18M 2.47M 2.40M 2.18M 2.56M 2.62M 2.68M 1.72M 2.46M 3.59M
Morgan Stanley 1.31M 1.71M 1.45M 2.64M 2.77M 2.79M 3.02M 3.33M 2.99M 3.61M 3.33M 3.16M 3.34M 3.35M 3.08M 3.70M 4.35M 3.76M 3.21M 3.54M
Invesco Ltd 1.77M 1.55M 2.13M 1.98M 2.03M 2.53M 2.44M 2.42M 2.81M 2.19M 2.66M 1.99M 2.01M 2.32M 2.47M 2.25M 2.01M 2.12M 2.75M 3.49M
Principal Global Investors 4.07M 4.05M 4.14M 4.08M 3.99M 2.33M 2.27M 2.28M 2.23M 2.25M 2.64M 2.75M 2.85M 3.12M 3.28M 3.36M 3.49M 3.39M 3.49M 3.42M
Capital World Investors 3.24M 3.24M 3.24M 3.24M 17.11M 25.78M 26.23M 12.87M 6.80M 5.91M 4.46M 4.39M 4.39M 4.39M 4.40M 3.25M 3.26M 3.26M 3.27M 3.30M
AQR Capital Management 1.11M 778.07K 1.27M 1.90M 888.53K 853.74K 723.19K 1.02M 1.50M 1.68M 1.40M 1.59M 1.36M 1.85M 985.20K 699.61K 496.13K 428.75K 2.12M 2.79M
Bank of America Corp 4.40M 4.41M 4.46M 4.01M 3.73M 3.34M 3.50M 2.90M 2.95M 3.26M 3.04M 2.85M 2.90M 2.70M 3.15M 2.86M 2.94M 2.50M 2.81M 2.66M
Two Sigma Investments 8.30K 19.70K 435.99K 27.30K — — — — — 2.90K 2.90K 23.88K 13.60K 10.70K 125.70K 452.66K 205.50K 1.54M 2.60M 2.58M
Norges Bank Investment Management — — — — — 2.20M — — — 2.76M — 2.98M — 3.09M — 3.06M — 2.62M — 2.46M
Northern Trust Corp 3.43M 3.35M 3.23M 3.10M 3.02M 2.99M 2.98M 2.76M 2.85M 2.76M 2.64M 2.55M 2.33M 2.67M 2.57M 2.47M 2.35M 2.71M 2.11M 2.07M
Charles Schwab Investment Management 1.46M 1.38M 1.40M 1.41M 1.46M 1.51M 1.53M 1.53M 1.54M 1.55M 1.56M 1.58M 1.57M 1.60M 1.62M 1.69M 1.72M 1.72M 1.78M 1.88M
Citadel Advisors 2.11M 1.76M 1.43M 1.80M 2.00M 2.85M 2.44M 2.29M 1.65M 2.11M 1.41M 1.31M 1.34M 1.73M 2.42M 2.06M 1.81M 1.65M 1.72M 1.87M
JPMorgan Chase & Co 3.63M 3.68M 3.26M 3.60M 3.25M 2.47M 2.03M 1.62M 1.79M 1.82M 1.74M 1.98M 1.90M 4.22M 4.89M 5.10M 5.64M 2.92M — 1.81M
UBS Group AG 571.65K 549.18K 391.21K 735.78K 790.64K 545.28K 312.40K 508.79K 760.49K 761.91K 753.88K 718.57K 810.33K 1.58M 1.57M 1.11M 1.07M 1.10M 2.10M 1.63M
Fidelity Management & Research (FMR) 19.11M 15.64M 12.72M 9.64M 9.82M 8.92M 8.83M 10.98M 11.26M 11.09M 11.51M 11.42M 13.39M 7.19M 4.59M 4.72M 5.99M 3.21M 1.42M 1.53M
Wells Fargo & Co 874.20K 884.55K 1.05M 971.76K 960.87K 775.70K 758.90K 799.60K 919.67K 911.49K 928.23K 805.02K 1.09M 820.27K 1.10M 1.17M 1.79M 1.26M 1.56M 1.37M

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