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LEN in the 13F filings

Lennar Corp · CUSIP 526057104

Sector · Industrials
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 12 listed it in both
Shares listed
34,683,220
combined, among listed positions
Reported value
$3.1bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 16 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +3,681,279.

Managers listing LEN in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
Berkshire Hathaway Inc13,111,741$1.2bn0.40%Added+3,012,09914 Aug 2026 (the filing on sec.gov)
Invesco Ltd3,494,717$316munder 0.1%Added+744,66514 Aug 2026 (the filing on sec.gov)
Capital World Investors3,303,761$299munder 0.1%Added+33,68712 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC2,794,821$253m0.09%Added+673,31014 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP2,571,015$233m0.17%Trimmed-32,92214 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,526,107$138munder 0.1%Added+106,46013 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd1,296,787$117munder 0.1%Trimmed-1,250,18314 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC1,047,432$95m0.06%Trimmed-83,59327 Oct 2026 (the filing on sec.gov)
Jane Street Group LLC714,799$65munder 0.1%Added+688,09814 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.624,733$57munder 0.1%Trimmed-408,50614 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP601,343$54munder 0.1%Added+246,16714 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC594,448$54m0.06%Trimmed-446,22414 Aug 2026 (the filing on sec.gov)
Voloridge Investment Management LLC546,905$49m0.21%Newnew14 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp368,118$33munder 0.1%Trimmed-11,16814 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC341,592$31munder 0.1%Trimmed-33,4842 Sep 2026 (the filing on sec.gov)
Renaissance Technologies LLC322,139$29munder 0.1%Trimmed-55,10013 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc318,182$29munder 0.1%Added+3,46014 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP285,400$25munder 0.1%Added+53,07514 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP196,944$18m0.11%Newnew14 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP184,844$17munder 0.1%Trimmed-28,39114 Aug 2026 (the filing on sec.gov)
Millennium Management LLC142,855$13munder 0.1%Trimmed-149,46814 Aug 2026 (the filing on sec.gov)
Caxton Associates LLP69,598$6.3m0.12%Added+24,00914 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC53,627$4.9munder 0.1%Trimmed-48,15914 Aug 2026 (the filing on sec.gov)
Woodline Partners LP46,366$4.2munder 0.1%Added+38,37314 Aug 2026 (the filing on sec.gov)
Man Group PLC44,198$4.0munder 0.1%Trimmed-81,67314 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
26 in Q3 2024 to 12 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LEN by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201314$1.5bnn.a.n.a.
Q3 201311$1.5bnn.a.n.a.
Q4 201311$1.8bnn.a.n.a.
Q1 20149$1.6bnn.a.n.a.
Q2 20149$1.6bnn.a.n.a.
Q3 201411$1.2bnn.a.n.a.
Q4 201416$1.6bnn.a.n.a.
Q1 201515$2.1bnn.a.n.a.
Q2 201516$1.9bnn.a.n.a.
Q3 201512$1.6bnn.a.n.a.
Q4 201512$1.7bnn.a.n.a.
Q1 201610$1.4bnn.a.n.a.
Q2 201611$1.2bnn.a.n.a.
Q3 201612$850mn.a.n.a.
Q4 201611$838mn.a.n.a.
Q1 201714$1.3bnn.a.n.a.
Q2 201716$1.3bnn.a.n.a.
Q3 201714$1.5bnn.a.n.a.
Q4 201720$3.0bnn.a.n.a.
Q1 201822$3.4bnn.a.n.a.
Q2 201815$2.4bnn.a.n.a.
Q3 201817$1.8bnn.a.n.a.
Q4 201812$850mn.a.n.a.
Q1 201914$1.5bnn.a.n.a.
Q2 201913$1.4bnn.a.n.a.
Q3 201913$1.9bnn.a.n.a.
Q4 201918$1.6bnn.a.n.a.
Q1 202013$1.0bnn.a.n.a.
Q2 202013$1.9bnn.a.n.a.
Q3 202013$3.3bnn.a.n.a.
Q4 202010$3.1bnn.a.n.a.
Q1 202110$4.3bnn.a.n.a.
Q2 202110$3.8bnn.a.n.a.
Q3 20217$3.4bnn.a.n.a.
Q4 202116$4.1bnn.a.n.a.
Q1 202218$2.7bnn.a.n.a.
Q2 202212$2.2bnn.a.n.a.
Q3 20228$3.6bnn.a.n.a.
Q4 202214$5.2bnn.a.n.a.
Q1 202319$5.9bnn.a.n.a.
Q2 202325$6.1bnn.a.n.a.
Q3 202325$5.1bnn.a.n.a.
Q4 202326$6.4bn1216
Q1 202426$7.2bn1413
Q2 202425$6.1bn1413
Q3 202426$6.8bn1314
Q4 202422$4.1bn168
Q1 202524$3.0bn1511
Q2 202519$3.0bn1010
Q3 202514$3.1bn810
Q4 202521$2.4bn2512
Q1 202613$2.2bn1224
Q2 202612$2.3bn1617

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

LEN and KLAC →LEN and GE →LEN and LRCX →Choose a stock to compare with LEN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own LEN, latest filings →Back to the 13F Explorer →