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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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 5 Feb 2026
Managers listing it
37
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 14 listed it in both
Shares listed
32,077,652
combined, among listed positions
Reported value
$3.3bn
combined, at the quarter end

Among the 92 comparable managers: 25 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,758,202.

Managers listing LEN in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

37 of 37 holders

ActionFiling
Berkshire Hathaway Inc7,050,950$725m0.26%Held017 Feb 2026 (the filing on sec.gov)
Capital World Investors3,263,338$335munder 0.1%Added+5,06611 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)3,212,459$330munder 0.1%Trimmed-2,774,75317 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd2,127,225$219m0.10%Added+228,24717 Feb 2026 (the filing on sec.gov)
Invesco Ltd2,118,574$218munder 0.1%Added+107,38919 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP1,536,279$158m0.22%Added+1,330,77817 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC1,490,958$153munder 0.1%Added+1,178,76112 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC1,275,386$131m0.10%Trimmed-527,44127 Oct 2026 (the filing on sec.gov)
Squarepoint Ops LLC1,254,307$129m0.14%Added+288,02613 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,100,812$113m0.07%Trimmed-157,07513 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.980,875$101m0.06%Added+955,67917 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP933,278$96m0.69%Newnew17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC802,842$83munder 0.1%Trimmed-2,53517 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP676,725$70m0.14%Added+461,77017 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC595,228$61munder 0.1%Added+262,46517 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP592,980$61munder 0.1%Added+369,40817 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC504,639$52m0.08%Newnew12 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC428,745$44munder 0.1%Trimmed-67,38917 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp345,372$36m0.07%Newnew17 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc327,267$34munder 0.1%Trimmed-16,79217 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP251,396$26munder 0.1%Trimmed-32,86617 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP205,837$21munder 0.1%Added+68,12613 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP167,385$17m0.13%Added+74,10117 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC132,618$14m0.06%Trimmed-9,26117 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC132,400$14m0.05%Added+91,69913 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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 (10)

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 →