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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 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 13 Aug 2025
Managers listing it
19
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 16 listed it in both
Shares listed
27,496,669
combined, among listed positions
Reported value
$3.0bn
combined, at the quarter end

Among the 95 comparable managers: 10 buyers (opened or added shares) and 10 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 Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

19 of 19 holders

ActionFiling
Berkshire Hathaway Inc7,048,993$780m0.30%Added+5,119,02114 Aug 2025 (the filing on sec.gov)
Fidelity (FMR LLC)4,715,671$522munder 0.1%Added+128,78514 Aug 2025 (the filing on sec.gov)
Capital World Investors3,253,543$360m0.05%Trimmed-1,143,04313 Aug 2025 (the filing on sec.gov)
Viking Global Investors LP2,523,594$279m0.81%Added+1,172,06814 Aug 2025 (the filing on sec.gov)
Neuberger Berman Group LLC1,831,435$203m0.16%Trimmed-95,63327 Oct 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,502,385$166m0.12%Trimmed-957,78713 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP1,464,469$162munder 0.1%Trimmed-288,62914 Aug 2025 (the filing on sec.gov)
Squarepoint Ops LLC1,144,601$127m0.13%Addedn.a.27 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC699,605$77m0.06%Trimmed-285,59414 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP589,055$65m0.13%Added+158,40014 Aug 2025 (the filing on sec.gov)
Renaissance Technologies LLC515,833$57m0.08%Trimmed-423,50013 Aug 2025 (the filing on sec.gov)
Two Sigma Investments LP452,656$50m0.09%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC438,281$48m0.33%Added+219,22814 Aug 2025 (the filing on sec.gov)
Voloridge Investment Management LLC436,918$48m0.18%Trimmed-14,15414 Aug 2025 (the filing on sec.gov)
Freestone Grove Partners LP405,139$45m0.34%Newnew14 Aug 2025 (the filing on sec.gov)
Bridgewater Associates LP238,744$26m0.11%Added+179,67513 Aug 2025 (the filing on sec.gov)
Verition Fund Management LLC171,482$19m0.08%Added+50,19214 Aug 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP32,663$3.6munder 0.1%Trimmed-33,80214 Aug 2025 (the filing on sec.gov)
GAMCO Investors Inc31,602$3.5munder 0.1%Trimmed-4513 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, 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 (1)

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 →