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Security record

LEN-B

Lennar Corporation · Consumer Cyclical · Residential Construction

76.02 -1.3% mkt cap $19.26B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
83Tracked holders
+4Δ holders
4.71MShares held
$417.74MReported value
+8New positions
−3Exits
Rising Conviction score 51/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.1% · share flow +9.4% · net new positions +6.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 83 +4 4.71M $417.74M +8 −3
Q1 2026 80 -5 4.08M $343.04M +2 −8
Q4 2025 86 +3 4.74M $451.08M +4 —
Q3 2025 15 +1 3.30M $395.59M +1 −1
Q2 2025 12 -2 3.19M $335.80M — −2
Q1 2025 11 -1 1.21M $132.37M — −1
Q4 2024 12 -1 1.17M $155.19M — −1
Q3 2024 12 0 1.13M $195.54M — —
Q2 2024 12 — 1.15M $160.07M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 1.01M -6.9% $89.53M 0.0% ▼ Trim 2 SEC ↗
2 GAMCO Investors ✦ 449.36K 0.0% $39.86M 0.4% ▲ Add 9 SEC ↗
3 BlackRock ✦ (passive) 328.16K +0.5% $29.11M 0.0% ▲ Add 5 SEC ↗ ×11
4 Berkshire Hathaway ✦ 298.12K +25.4% $26.45M 0.0% ▲ Add 9 SEC ↗
5 Goldman Sachs Group ✦ 253.79K +61.8% $22.51M 0.0% ▲ Add 4 SEC ↗ ×3
6 Norges Bank ✦ (passive) 229.29K New $20.34M 0.0% New 1 SEC ↗
7 Morgan Stanley ✦ 187.76K +23.7% $16.66M 0.0% ▲ Add 4 SEC ↗ ×11
8 Raymond James Financial Inc 185.17K +27.8% $16.43M 0.0% ▲ Add 3 SEC ↗ ×3
9 Dimensional Fund Advisors Lp 142.94K +10.7% $12.68M 0.0% ▲ Add 3 SEC ↗ ×5
10 Healthcare Of Ontario Pension Plan… 134.97K 0.0% $11.97M 0.0% Held 3 SEC ↗
11 Principal Financial Group Inc 118.61K -0.2% $10.52M 0.0% ▼ Trim 3 SEC ↗ ×2
12 Geode Capital Management ✦ (passive) 115.36K -7.1% $10.24M 0.0% ▼ Trim 9 SEC ↗ ×2
13 Legal & General Group Plc 106.71K +7.4% $9.47M 0.0% ▲ Add 3 SEC ↗ ×3
14 Fidelity (FMR) ✦ 94.81K +7.8% $8.41M 0.0% ▲ Add 5 SEC ↗ ×2
15 Neuberger Berman Group LLC 86.09K -3.1% $7.64M 0.0% ▼ Trim 3 SEC ↗ ×2
16 Millennium Management ✦ 54.38K +520.2% $4.82M 0.0% ▲ Add 4 SEC ↗
17 Aristotle Capital Management, LLC 50.12K -4.3% $4.45M 0.0% ▼ Trim 3 SEC ↗
18 MIRAE ASSET GLOBAL ETFS HOLDINGS… 46.12K +83750.9% $4.09M 0.0% ▲ Add 3 SEC ↗ ×2
19 Sei Investments Co 41.95K +6.5% $3.72M 0.0% ▲ Add 3 SEC ↗ ×2
20 Citadel Advisors ✦ 40.67K New $3.61M 0.0% New 1 SEC ↗
21 AQR Capital Management ✦ 39.76K +82.6% $3.53M 0.0% ▲ Add 9 SEC ↗ ×7
22 Hrt Financial Lp 38.93K +34.0% $3.45M 0.0% ▲ Add 2 SEC ↗
23 Quantinno Capital Management LP 37.26K +245.0% $3.31M 0.0% ▲ Add 3 SEC ↗
24 Invesco Ltd. 34.34K +12.2% $3.05M 0.0% ▲ Add 3 SEC ↗ ×5
25 Squarepoint Ops LLC 34.05K +154.7% $3.02M 0.0% ▲ Add 3 SEC ↗
26 State Street Global Advisors ✦ (passive) 34.00K -46.1% $3.02M 0.0% ▼ Trim 7 SEC ↗
27 Bank Of America Corp /De/ 33.08K +44.8% $2.93M 0.0% ▲ Add 3 SEC ↗ ×2
28 Balyasny Asset Management L.P. 32.49K +234.7% $2.88M 0.0% ▲ Add 3 SEC ↗ ×2
29 Northern Trust Corp 31.24K +1.4% $2.77M 0.0% ▲ Add 3 SEC ↗ ×4
30 Wells Fargo & Company/Mn 31.07K +22.7% $2.76M 0.0% ▲ Add 3 SEC ↗ ×4
31 Point72 Asset Management ✦ 29.12K New $2.58M 0.0% New 1 SEC ↗
32 JPMorgan Chase ✦ 26.09K +74.8% $2.32M 0.0% ▲ Add 4 SEC ↗ ×8
33 First Trust Advisors Lp 21.82K +35.0% $1.94M 0.0% ▲ Add 3 SEC ↗
34 Capital World Investors ✦ 21.17K 0.0% $1.88M 0.0% Held 9 SEC ↗
35 Bank of New York Mellon Corp 19.17K -3.8% $1.70M 0.0% ▼ Trim 3 SEC ↗ ×8
36 Nuveen, LLC 18.22K +48.5% $1.62M 0.0% ▲ Add 3 SEC ↗ ×3
37 Mercer Global Advisors Inc /Adv 18.07K -6.2% $1.60M 0.0% ▼ Trim 3 SEC ↗
38 Canada Pension Plan Investment Board 17.38K +3.0% $1.54M 0.0% ▲ Add 3 SEC ↗
39 Barclays Plc 16.22K +31.9% $1.44M 0.0% ▲ Add 3 SEC ↗ ×2
40 UBS AM, a distinct business unit of… 14.77K 0.0% $1.31M 0.0% Held 3 SEC ↗ ×2
41 Citigroup Inc 11.63K +36.5% $1.03M 0.0% ▲ Add 3 SEC ↗
42 State Board Of Administration Of… 10.26K 0.0% $910,431 0.0% Held 3 SEC ↗
43 American Century Companies Inc 9.98K -61.2% $885,237 0.0% ▼ Trim 3 SEC ↗
44 Russell Investments Group, Ltd. 9.92K +131.0% $879,779 0.0% ▲ Add 3 SEC ↗ ×2
45 UBS Group AG 9.82K -38.1% $870,955 0.0% ▼ Trim 3 SEC ↗ ×3
46 Creative Planning 9.50K +9.3% $842,951 0.0% ▲ Add 3 SEC ↗ ×2
47 Amundi 8.80K -54.6% $780,648 0.0% ▼ Trim 3 SEC ↗
48 Charles Schwab Investment… 8.77K -53.7% $778,075 0.0% ▼ Trim 3 SEC ↗
49 Deutsche Bank Ag\ 8.46K +4.2% $750,931 0.0% ▲ Add 3 SEC ↗ ×4
50 Envestnet Asset Management Inc 7.02K -5.0% $623,078 0.0% ▼ Trim 2 SEC ↗
51 D. E. Shaw & Co. ✦ 6.99K -17.8% $620,438 0.0% ▼ Trim 3 SEC ↗
52 Rhumbline Advisers 6.71K -7.7% $595,488 0.0% ▼ Trim 3 SEC ↗
53 Blair William & Co/Il 6.61K +3.3% $585,917 0.0% ▲ Add 3 SEC ↗
54 Mariner, LLC 6.07K +97.8% $538,679 0.0% ▲ Add 3 SEC ↗
55 Bnp Paribas Financial Markets 5.75K +98.7% $510,437 0.0% ▲ Add 3 SEC ↗
56 New York State Common Retirement… 5.34K 0.0% $474,066 0.0% Held 3 SEC ↗
57 Connor, Clark & Lunn Investment… 5.27K +5.7% $467,590 0.0% ▲ Add 3 SEC ↗
58 Alliancebernstein L.P. 5.48K +35.1% $460,641 0.0% ▲ Add 3 SEC ↗
59 Susquehanna International Group, Llp 4.46K -34.1% $395,735 0.0% ▼ Trim 3 SEC ↗
60 Ameriprise Financial Inc 4.02K -45.0% $356,437 0.0% ▼ Trim 3 SEC ↗ ×2
61 LPL Financial LLC 3.92K +1.6% $347,811 0.0% ▲ Add 3 SEC ↗
62 Wealth Enhancement Advisory… 3.59K New $296,570 0.0% New 1 SEC ↗
63 Sumitomo Mitsui Trust Group, Inc. 3.28K 0.0% $291,235 0.0% Held 3 SEC ↗
64 Cerity Partners LLC 3.27K New $290,290 0.0% New 1 SEC ↗ ×2
65 Renaissance Technologies ✦ 3.25K New $288,485 0.0% New 1 SEC ↗
66 Stifel Financial Corp 3.13K -3.1% $277,886 0.0% ▼ Trim 3 SEC ↗ ×2
67 Cetera Investment Advisers 2.61K New $231,816 0.0% New 1 SEC ↗
68 Hsbc Holdings Plc 2.35K New $208,643 0.0% New 1 SEC ↗ ×2
69 Bank Of Montreal /Can/ 2.11K -14.1% $186,823 0.0% ▼ Trim 3 SEC ↗ ×5
70 Pnc Financial Services Group, Inc. 2.10K +41.3% $186,013 0.0% ▲ Add 3 SEC ↗ ×4
71 Fifth Third Bancorp 2.00K +1.6% $177,644 0.0% ▲ Add 3 SEC ↗
72 Jones Financial Companies Lllp 1.63K +95.7% $149,429 0.0% ▲ Add 3 SEC ↗
73 Royal Bank Of Canada 1.04K -16.5% $92,000 0.0% ▼ Trim 3 SEC ↗ ×4
74 Osaic Holdings, Inc. 413 +6.2% $37,090 0.0% ▲ Add 3 SEC ↗
75 Us Bancorp \De\ 387 -27.3% $34,331 0.0% ▼ Trim 3 SEC ↗ ×2
76 Franklin Resources Inc 380 +8.0% $33,710 0.0% ▲ Add 3 SEC ↗ ×2
77 Royal London Asset Management Ltd 264 0.0% $23,419 0.0% Held 3 SEC ↗
78 BNP Paribas Asset Management… 262 +71.2% $23,242 0.0% ▲ Add 3 SEC ↗
79 National Bank Of Canada /Fi/ 216 -10.0% $19,186 0.0% ▼ Trim 3 SEC ↗ ×3
80 Rockefeller Capital Management L.P. 210 +40.9% $18,629 0.0% ▲ Add 3 SEC ↗ ×3
81 Northwestern Mutual Wealth… 102 0.0% $9,048 0.0% Held 3 SEC ↗
82 Allspring Global Investments… 83 0.0% $7,197 0.0% Held 3 SEC ↗
83 Assetmark, Inc 77 -11.5% $6,831 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $20.34M 0.0%
Citadel Advisors $3.61M 0.0%
Point72 Asset Management $2.58M 0.0%
Wealth Enhancement Advisory… $296,570 0.0%
Cerity Partners LLC $290,290 0.0%
Renaissance Technologies $288,485 0.0%
Cetera Investment Advisers $231,816 0.0%
Hsbc Holdings Plc $208,643 0.0%

Exited

Arrowstreet Capital $2.23M was 0.0%
Jane Street Group, Llc $381,737 was 0.0%
Nomura Asset Management Co Ltd $0 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 239 holders, 7.59M shares, $620.40M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API