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Security record

LEN-B

Lennar Corporation · Consumer Cyclical · Residential Construction

86.12 -0.7% mkt cap $21.82B quote delayed (FMP) · as of Aug 25 22:08 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 ↗
4 BlackRock (passive) 328.16K +0.5% $29.11M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 328.16K +0.5% $29.11M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 328.16K +0.5% $29.11M 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 328.16K +0.5% $29.11M 0.0% ▲ Add 5 SEC ↗
8 BlackRock (passive) 328.16K +0.5% $29.11M 0.0% ▲ Add 5 SEC ↗
9 BlackRock (passive) 328.16K +0.5% $29.11M 0.0% ▲ Add 5 SEC ↗
10 BlackRock (passive) 328.16K +0.5% $29.11M 0.0% ▲ Add 5 SEC ↗
11 BlackRock (passive) 328.16K +0.5% $29.11M 0.0% ▲ Add 5 SEC ↗
12 BlackRock (passive) 328.16K +0.5% $29.11M 0.0% ▲ Add 5 SEC ↗
13 BlackRock (passive) 328.16K +0.5% $29.11M 0.0% ▲ Add 5 SEC ↗
14 Berkshire Hathaway 298.12K +25.4% $26.45M 0.0% ▲ Add 9 SEC ↗
15 Goldman Sachs Group 253.79K +61.8% $22.51M 0.0% ▲ Add 4 SEC ↗
16 Goldman Sachs Group 253.79K +61.8% $22.51M 0.0% ▲ Add 4 SEC ↗
17 Goldman Sachs Group 253.79K +61.8% $22.51M 0.0% ▲ Add 4 SEC ↗
18 Norges Bank (passive) 229.29K New $20.34M 0.0% New 1 SEC ↗
19 Morgan Stanley 187.76K +23.7% $16.66M 0.0% ▲ Add 4 SEC ↗
20 Morgan Stanley 187.76K +23.7% $16.66M 0.0% ▲ Add 4 SEC ↗
21 Morgan Stanley 187.76K +23.7% $16.66M 0.0% ▲ Add 4 SEC ↗
22 Morgan Stanley 187.76K +23.7% $16.66M 0.0% ▲ Add 4 SEC ↗
23 Morgan Stanley 187.76K +23.7% $16.66M 0.0% ▲ Add 4 SEC ↗
24 Morgan Stanley 187.76K +23.7% $16.66M 0.0% ▲ Add 4 SEC ↗
25 Morgan Stanley 187.76K +23.7% $16.66M 0.0% ▲ Add 4 SEC ↗
26 Morgan Stanley 187.76K +23.7% $16.66M 0.0% ▲ Add 4 SEC ↗
27 Morgan Stanley 187.76K +23.7% $16.66M 0.0% ▲ Add 4 SEC ↗
28 Morgan Stanley 187.76K +23.7% $16.66M 0.0% ▲ Add 4 SEC ↗
29 Morgan Stanley 187.76K +23.7% $16.66M 0.0% ▲ Add 4 SEC ↗
30 Raymond James Financial Inc 185.17K +27.8% $16.43M 0.0% ▲ Add 3 SEC ↗
31 Raymond James Financial Inc 185.17K +27.8% $16.43M 0.0% ▲ Add 3 SEC ↗
32 Raymond James Financial Inc 185.17K +27.8% $16.43M 0.0% ▲ Add 3 SEC ↗
33 Dimensional Fund Advisors Lp 142.94K +10.7% $12.68M 0.0% ▲ Add 3 SEC ↗
34 Dimensional Fund Advisors Lp 142.94K +10.7% $12.68M 0.0% ▲ Add 3 SEC ↗
35 Dimensional Fund Advisors Lp 142.94K +10.7% $12.68M 0.0% ▲ Add 3 SEC ↗
36 Dimensional Fund Advisors Lp 142.94K +10.7% $12.68M 0.0% ▲ Add 3 SEC ↗
37 Dimensional Fund Advisors Lp 142.94K +10.7% $12.68M 0.0% ▲ Add 3 SEC ↗
38 Healthcare Of Ontario Pension Plan… 134.97K 0.0% $11.97M 0.0% Held 3 SEC ↗
39 Principal Financial Group Inc 118.61K -0.2% $10.52M 0.0% ▼ Trim 3 SEC ↗
40 Principal Financial Group Inc 118.61K -0.2% $10.52M 0.0% ▼ Trim 3 SEC ↗
41 Geode Capital Management (passive) 115.36K -7.1% $10.24M 0.0% ▼ Trim 9 SEC ↗
42 Geode Capital Management (passive) 115.36K -7.1% $10.24M 0.0% ▼ Trim 9 SEC ↗
43 Legal & General Group Plc 106.71K +7.4% $9.47M 0.0% ▲ Add 3 SEC ↗
44 Legal & General Group Plc 106.71K +7.4% $9.47M 0.0% ▲ Add 3 SEC ↗
45 Legal & General Group Plc 106.71K +7.4% $9.47M 0.0% ▲ Add 3 SEC ↗
46 Fidelity (FMR) 94.81K +7.8% $8.41M 0.0% ▲ Add 5 SEC ↗
47 Fidelity (FMR) 94.81K +7.8% $8.41M 0.0% ▲ Add 5 SEC ↗
48 Neuberger Berman Group LLC 86.09K -3.1% $7.64M 0.0% ▼ Trim 3 SEC ↗
49 Neuberger Berman Group LLC 86.09K -3.1% $7.64M 0.0% ▼ Trim 3 SEC ↗
50 Millennium Management 54.38K +520.2% $4.82M 0.0% ▲ Add 4 SEC ↗
51 Aristotle Capital Management, LLC 50.12K -4.3% $4.45M 0.0% ▼ Trim 3 SEC ↗
52 MIRAE ASSET GLOBAL ETFS HOLDINGS… 46.12K +83750.9% $4.09M 0.0% ▲ Add 3 SEC ↗
53 MIRAE ASSET GLOBAL ETFS HOLDINGS… 46.12K +83750.9% $4.09M 0.0% ▲ Add 3 SEC ↗
54 Sei Investments Co 41.95K +6.5% $3.72M 0.0% ▲ Add 3 SEC ↗
55 Sei Investments Co 41.95K +6.5% $3.72M 0.0% ▲ Add 3 SEC ↗
56 Citadel Advisors 40.67K New $3.61M 0.0% New 1 SEC ↗
57 AQR Capital Management 39.76K +82.6% $3.53M 0.0% ▲ Add 9 SEC ↗
58 AQR Capital Management 39.76K +82.6% $3.53M 0.0% ▲ Add 9 SEC ↗
59 AQR Capital Management 39.76K +82.6% $3.53M 0.0% ▲ Add 9 SEC ↗
60 AQR Capital Management 39.76K +82.6% $3.53M 0.0% ▲ Add 9 SEC ↗
61 AQR Capital Management 39.76K +82.6% $3.53M 0.0% ▲ Add 9 SEC ↗
62 AQR Capital Management 39.76K +82.6% $3.53M 0.0% ▲ Add 9 SEC ↗
63 AQR Capital Management 39.76K +82.6% $3.53M 0.0% ▲ Add 9 SEC ↗
64 Hrt Financial Lp 38.93K +34.0% $3.45M 0.0% ▲ Add 2 SEC ↗
65 Quantinno Capital Management LP 37.26K +245.0% $3.31M 0.0% ▲ Add 3 SEC ↗
66 Invesco Ltd. 34.34K +12.2% $3.05M 0.0% ▲ Add 3 SEC ↗
67 Invesco Ltd. 34.34K +12.2% $3.05M 0.0% ▲ Add 3 SEC ↗
68 Invesco Ltd. 34.34K +12.2% $3.05M 0.0% ▲ Add 3 SEC ↗
69 Invesco Ltd. 34.34K +12.2% $3.05M 0.0% ▲ Add 3 SEC ↗
70 Invesco Ltd. 34.34K +12.2% $3.05M 0.0% ▲ Add 3 SEC ↗
71 Squarepoint Ops LLC 34.05K +154.7% $3.02M 0.0% ▲ Add 3 SEC ↗
72 State Street Global Advisors (passive) 34.00K -46.1% $3.02M 0.0% ▼ Trim 7 SEC ↗
73 Bank Of America Corp /De/ 33.08K +44.8% $2.93M 0.0% ▲ Add 3 SEC ↗
74 Bank Of America Corp /De/ 33.08K +44.8% $2.93M 0.0% ▲ Add 3 SEC ↗
75 Balyasny Asset Management L.P. 32.49K +234.7% $2.88M 0.0% ▲ Add 3 SEC ↗
76 Balyasny Asset Management L.P. 32.49K +234.7% $2.88M 0.0% ▲ Add 3 SEC ↗
77 Northern Trust Corp 31.24K +1.4% $2.77M 0.0% ▲ Add 3 SEC ↗
78 Northern Trust Corp 31.24K +1.4% $2.77M 0.0% ▲ Add 3 SEC ↗
79 Northern Trust Corp 31.24K +1.4% $2.77M 0.0% ▲ Add 3 SEC ↗
80 Northern Trust Corp 31.24K +1.4% $2.77M 0.0% ▲ Add 3 SEC ↗
81 Wells Fargo & Company/Mn 31.07K +22.7% $2.76M 0.0% ▲ Add 3 SEC ↗
82 Wells Fargo & Company/Mn 31.07K +22.7% $2.76M 0.0% ▲ Add 3 SEC ↗
83 Wells Fargo & Company/Mn 31.07K +22.7% $2.76M 0.0% ▲ Add 3 SEC ↗
84 Wells Fargo & Company/Mn 31.07K +22.7% $2.76M 0.0% ▲ Add 3 SEC ↗
85 Point72 Asset Management 29.12K New $2.58M 0.0% New 1 SEC ↗
86 JPMorgan Chase 26.09K +74.8% $2.32M 0.0% ▲ Add 4 SEC ↗
87 JPMorgan Chase 26.09K +74.8% $2.32M 0.0% ▲ Add 4 SEC ↗
88 JPMorgan Chase 26.09K +74.8% $2.32M 0.0% ▲ Add 4 SEC ↗
89 JPMorgan Chase 26.09K +74.8% $2.32M 0.0% ▲ Add 4 SEC ↗
90 JPMorgan Chase 26.09K +74.8% $2.32M 0.0% ▲ Add 4 SEC ↗
91 JPMorgan Chase 26.09K +74.8% $2.32M 0.0% ▲ Add 4 SEC ↗
92 JPMorgan Chase 26.09K +74.8% $2.32M 0.0% ▲ Add 4 SEC ↗
93 JPMorgan Chase 26.09K +74.8% $2.32M 0.0% ▲ Add 4 SEC ↗
94 First Trust Advisors Lp 21.82K +35.0% $1.94M 0.0% ▲ Add 3 SEC ↗
95 Capital World Investors 21.17K 0.0% $1.88M 0.0% Held 9 SEC ↗
96 Bank of New York Mellon Corp 19.17K -3.8% $1.70M 0.0% ▼ Trim 3 SEC ↗
97 Bank of New York Mellon Corp 19.17K -3.8% $1.70M 0.0% ▼ Trim 3 SEC ↗
98 Bank of New York Mellon Corp 19.17K -3.8% $1.70M 0.0% ▼ Trim 3 SEC ↗
99 Bank of New York Mellon Corp 19.17K -3.8% $1.70M 0.0% ▼ Trim 3 SEC ↗
100 Bank of New York Mellon Corp 19.17K -3.8% $1.70M 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%

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