LEN — LENNAR CORP
Index member: S&P 500
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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 |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.81M sh · $164.65M
- Bridgewater Associates 15.24K sh · $1.38M
- Balyasny Asset Management 13.50K sh · $1.22M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 2.55M sh · $221.18M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details