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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
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 10 May 2024
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 23 listed it in both
Shares listed
41,729,610
combined, among listed positions
Reported value
$7.2bn
combined, at the quarter end

Among the 93 comparable managers: 14 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing LEN in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Fidelity (FMR LLC)11,511,881$2.0bn0.13%Added+424,7275 Nov 2026 (the filing on sec.gov)
Wellington Management Group LLP11,206,851$1.9bn0.34%Added+269,96515 May 2024 (the filing on sec.gov)
Capital World Investors4,456,648$766m0.13%Trimmed-1,453,36514 May 2024 (the filing on sec.gov)
Invesco Ltd2,656,964$457m0.10%Added+462,21714 May 2024 (the filing on sec.gov)
Arrowstreet Capital LP2,426,485$417m0.39%Added+405,61915 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC1,952,991$336m0.28%Added+26,40414 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP1,663,988$286m0.44%Added+1,196,59115 May 2024 (the filing on sec.gov)
AQR Capital Management LLC1,396,903$240m0.41%Trimmed-287,58115 May 2024 (the filing on sec.gov)
Man Group PLC818,523$141m0.35%Trimmed-265,22115 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.680,271$117m0.10%Added+161,22315 May 2024 (the filing on sec.gov)
Millennium Management LLC530,878$91munder 0.1%Trimmed-656,44115 May 2024 (the filing on sec.gov)
D1 Capital Partners LP457,553$79m1.20%Newnew15 May 2024 (the filing on sec.gov)
Bridgewater Associates LP407,102$70m0.35%Added+48,58614 May 2024 (the filing on sec.gov)
Acadian Asset Management LLC315,469$54m0.19%Trimmed-215,88110 May 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC247,070$42m0.28%Trimmed-31,45315 May 2024 (the filing on sec.gov)
Winton Group Ltd187,440$32m2.28%Added+184,31014 May 2024 (the filing on sec.gov)
Balyasny Asset Management LLC185,434$32m0.06%Trimmed-736,86213 May 2024 (the filing on sec.gov)
Janus Henderson Group Ltd166,572$29munder 0.1%Trimmed-23,83015 May 2024 (the filing on sec.gov)
Moore Capital Management LP161,667$28m0.44%Newnew15 May 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP125,730$22m0.16%Trimmed-4,01814 May 2024 (the filing on sec.gov)
Woodline Partners LP77,765$13m0.12%Trimmed-169,73215 May 2024 (the filing on sec.gov)
Holocene Advisors LP56,596$9.7munder 0.1%Added+7,84815 May 2024 (the filing on sec.gov)
GAMCO Investors Inc19,548$3.4munder 0.1%Added+3,92614 May 2024 (the filing on sec.gov)
Eisler Capital Management Ltd11,576$2.0munder 0.1%Addedn.a.14 May 2024 (the filing on sec.gov)
Caxton Associates LLP4,249$731kunder 0.1%Trimmed-80215 May 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, 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 (2)

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 →