L3VLUP
ProSign in

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 Sep 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 12 Nov 2024
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 21 listed it in both
Shares listed
36,017,949
combined, among listed positions
Reported value
$6.8bn
combined, at the quarter end

Among the 94 comparable managers: 13 buyers (opened or added shares) and 14 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 Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, 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)13,389,545$2.5bn0.15%Added+1,973,1855 Nov 2026 (the filing on sec.gov)
Capital World Investors4,388,820$823m0.13%Added+2,46113 Nov 2024 (the filing on sec.gov)
Arrowstreet Capital LP3,244,657$608m0.52%Added+1,016,39414 Nov 2024 (the filing on sec.gov)
Lone Pine Capital LLC2,927,654$549m4.09%Newnew14 Nov 2024 (the filing on sec.gov)
Wellington Management Group LLP2,724,110$511m0.09%Trimmed-5,237,61714 Nov 2024 (the filing on sec.gov)
Neuberger Berman Group LLC2,041,367$383m0.30%Added+74,51514 Nov 2024 (the filing on sec.gov)
Invesco Ltd2,011,489$377m0.07%Added+17,50712 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC1,363,945$253m0.35%Trimmed-228,46414 Nov 2024 (the filing on sec.gov)
D. E. Shaw & Co.916,102$172m0.15%Trimmed-69,92114 Nov 2024 (the filing on sec.gov)
Holocene Advisors LP614,620$115m0.47%Newnew14 Nov 2024 (the filing on sec.gov)
Squarepoint Ops LLC515,695$97m0.15%Trimmed-377,66114 Nov 2024 (the filing on sec.gov)
D1 Capital Partners LP402,000$75m1.46%Trimmed-2,018,00014 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP246,074$46m0.06%Trimmed-1,769,56714 Nov 2024 (the filing on sec.gov)
Man Group PLC238,513$45m0.12%Trimmed-178,25414 Nov 2024 (the filing on sec.gov)
Janus Henderson Group Ltd211,466$40munder 0.1%Trimmed-48,57314 Nov 2024 (the filing on sec.gov)
Bridgewater Associates LP192,363$36m0.20%Trimmed-119,02713 Nov 2024 (the filing on sec.gov)
Voloridge Investment Management LLC177,457$33m0.12%Trimmed-239,98914 Nov 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC125,031$23m0.16%Added+17,07714 Nov 2024 (the filing on sec.gov)
Acadian Asset Management LLC74,085$14munder 0.1%Trimmed-9,46912 Nov 2024 (the filing on sec.gov)
Verition Fund Management LLC69,226$13m0.07%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Tudor Investment Corp59,288$11munder 0.1%Trimmed-28,93614 Nov 2024 (the filing on sec.gov)
Discovery Capital Management LLC26,200$4.9m0.60%Newnew13 Nov 2024 (the filing on sec.gov)
GAMCO Investors Inc20,152$3.8munder 0.1%Added+33814 Nov 2024 (the filing on sec.gov)
Winton Group Ltd16,526$3.1m0.22%Added+4,80712 Nov 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP12,219$2.3munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q2 2024 to Q3 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 (3)

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 →