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Security record · archived quarter

LEN

Lennar Corporation · Consumer Cyclical · Residential Construction

87.68 -0.5% mkt cap $21.77B 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
156Tracked holders
-6Δ holders
147.07MShares held
$13.30BReported value
+2New positions
−7Exits
Stable Conviction score 41/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -3.7% · share flow +4.0% · net new positions -3.2%formula
Concentrated accumulation — rising shares among fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 156 -6 147.07M $13.30B +2 −7
Q1 2026 164 +1 141.86M $12.31B +5 −5
Q4 2025 162 -1 154.22M $15.85B +2 −2
Q3 2025 24 -1 103.21M $13.01B +2 −4
Q2 2025 23 0 91.62M $10.13B +1 −1
Q1 2025 20 0 35.24M $4.04B +2 −2
Q4 2024 20 +1 37.59M $5.12B +1
Q3 2024 18 0 26.16M $4.90B +1 −1
Q2 2024 18 29.76M $4.46B
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
2 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
3 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
8 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
9 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
10 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
11 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
12 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
13 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
14 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
15 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
16 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
17 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
18 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
19 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
20 BlackRock (passive) 18.35M +0.5% $1.66B 0.0% ▲ Add 5 SEC ↗
21 Berkshire Hathaway 13.11M +29.8% $1.19B 0.4% ▲ Add 6 SEC ↗
22 Berkshire Hathaway 13.11M +29.8% $1.19B 0.4% ▲ Add 6 SEC ↗
23 Vanguard Capital Management Llc 13.02M +0.6% $1.18B 0.0% ▲ Add 2 SEC ↗
24 State Street Global Advisors (passive) 10.43M +3.9% $943.57M 0.0% ▲ Add 7 SEC ↗
25 Aristotle Capital Management, LLC 7.84M -6.1% $709.11M 1.5% ▼ Trim 3 SEC ↗
26 Manufacturers Life Insurance… 6.68M +11.8% $604.75M 0.5% ▲ Add 3 SEC ↗
27 Geode Capital Management (passive) 5.83M +1.4% $525.82M 0.0% ▲ Add 9 SEC ↗
28 Geode Capital Management (passive) 5.83M +1.4% $525.82M 0.0% ▲ Add 9 SEC ↗
29 Goldman Sachs Group 3.59M +45.5% $324.46M 0.0% ▲ Add 4 SEC ↗
30 Goldman Sachs Group 3.59M +45.5% $324.46M 0.0% ▲ Add 4 SEC ↗
31 Goldman Sachs Group 3.59M +45.5% $324.46M 0.0% ▲ Add 4 SEC ↗
32 Goldman Sachs Group 3.59M +45.5% $324.46M 0.0% ▲ Add 4 SEC ↗
33 Goldman Sachs Group 3.59M +45.5% $324.46M 0.0% ▲ Add 4 SEC ↗
34 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
35 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
36 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
37 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
38 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
39 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
40 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
41 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
42 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
43 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
44 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
45 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
46 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
47 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
48 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
49 Morgan Stanley 3.54M +10.5% $320.55M 0.0% ▲ Add 4 SEC ↗
50 Invesco Ltd. 3.49M +27.1% $316.24M 0.0% ▲ Add 3 SEC ↗
51 Invesco Ltd. 3.49M +27.1% $316.24M 0.0% ▲ Add 3 SEC ↗
52 Invesco Ltd. 3.49M +27.1% $316.24M 0.0% ▲ Add 3 SEC ↗
53 Invesco Ltd. 3.49M +27.1% $316.24M 0.0% ▲ Add 3 SEC ↗
54 Invesco Ltd. 3.49M +27.1% $316.24M 0.0% ▲ Add 3 SEC ↗
55 Invesco Ltd. 3.49M +27.1% $316.24M 0.0% ▲ Add 3 SEC ↗
56 Invesco Ltd. 3.49M +27.1% $316.24M 0.0% ▲ Add 3 SEC ↗
57 Invesco Ltd. 3.49M +27.1% $316.24M 0.0% ▲ Add 3 SEC ↗
58 Invesco Ltd. 3.49M +27.1% $316.24M 0.0% ▲ Add 3 SEC ↗
59 Invesco Ltd. 3.49M +27.1% $316.24M 0.0% ▲ Add 3 SEC ↗
60 Principal Financial Group Inc 3.42M -2.1% $309.46M 0.2% ▼ Trim 3 SEC ↗
61 Principal Financial Group Inc 3.42M -2.1% $309.46M 0.2% ▼ Trim 3 SEC ↗
62 Principal Financial Group Inc 3.42M -2.1% $309.46M 0.2% ▼ Trim 3 SEC ↗
63 Principal Financial Group Inc 3.42M -2.1% $309.46M 0.2% ▼ Trim 3 SEC ↗
64 Capital World Investors 3.30M +1.0% $298.96M 0.0% ▲ Add 9 SEC ↗
65 AQR Capital Management 2.79M +31.7% $252.90M 0.1% ▲ Add 9 SEC ↗
66 AQR Capital Management 2.79M +31.7% $252.90M 0.1% ▲ Add 9 SEC ↗
67 AQR Capital Management 2.79M +31.7% $252.90M 0.1% ▲ Add 9 SEC ↗
68 AQR Capital Management 2.79M +31.7% $252.90M 0.1% ▲ Add 9 SEC ↗
69 AQR Capital Management 2.79M +31.7% $252.90M 0.1% ▲ Add 9 SEC ↗
70 AQR Capital Management 2.79M +31.7% $252.90M 0.1% ▲ Add 9 SEC ↗
71 AQR Capital Management 2.79M +31.7% $252.90M 0.1% ▲ Add 9 SEC ↗
72 AQR Capital Management 2.79M +31.7% $252.90M 0.1% ▲ Add 9 SEC ↗
73 AQR Capital Management 2.79M +31.7% $252.90M 0.1% ▲ Add 9 SEC ↗
74 AQR Capital Management 2.79M +31.7% $252.90M 0.1% ▲ Add 9 SEC ↗
75 Bank Of America Corp /De/ 2.66M -5.3% $240.38M 0.0% ▼ Trim 3 SEC ↗
76 Bank Of America Corp /De/ 2.66M -5.3% $240.38M 0.0% ▼ Trim 3 SEC ↗
77 Bank Of America Corp /De/ 2.66M -5.3% $240.38M 0.0% ▼ Trim 3 SEC ↗
78 Bank Of America Corp /De/ 2.66M -5.3% $240.38M 0.0% ▼ Trim 3 SEC ↗
79 Bank Of America Corp /De/ 2.66M -5.3% $240.38M 0.0% ▼ Trim 3 SEC ↗
80 Bank Of America Corp /De/ 2.66M -5.3% $240.38M 0.0% ▼ Trim 3 SEC ↗
81 Bank Of America Corp /De/ 2.66M -5.3% $240.38M 0.0% ▼ Trim 3 SEC ↗
82 Two Sigma Investments 2.57M -1.3% $232.65M 0.2% ▼ Trim 9 SEC ↗
83 Norges Bank (passive) 2.46M New $222.59M 0.0% New 1 SEC ↗
84 Dimensional Fund Advisors Lp 2.42M +5.2% $219.20M 0.0% ▲ Add 3 SEC ↗
85 Dimensional Fund Advisors Lp 2.42M +5.2% $219.20M 0.0% ▲ Add 3 SEC ↗
86 Dimensional Fund Advisors Lp 2.42M +5.2% $219.20M 0.0% ▲ Add 3 SEC ↗
87 Dimensional Fund Advisors Lp 2.42M +5.2% $219.20M 0.0% ▲ Add 3 SEC ↗
88 Dimensional Fund Advisors Lp 2.42M +5.2% $219.20M 0.0% ▲ Add 3 SEC ↗
89 Northern Trust Corp 2.07M -2.0% $187.03M 0.0% ▼ Trim 3 SEC ↗
90 Northern Trust Corp 2.07M -2.0% $187.03M 0.0% ▼ Trim 3 SEC ↗
91 Northern Trust Corp 2.07M -2.0% $187.03M 0.0% ▼ Trim 3 SEC ↗
92 Northern Trust Corp 2.07M -2.0% $187.03M 0.0% ▼ Trim 3 SEC ↗
93 Northern Trust Corp 2.07M -2.0% $187.03M 0.0% ▼ Trim 3 SEC ↗
94 Northern Trust Corp 2.07M -2.0% $187.03M 0.0% ▼ Trim 3 SEC ↗
95 Northern Trust Corp 2.07M -2.0% $187.03M 0.0% ▼ Trim 3 SEC ↗
96 Northern Trust Corp 2.07M -2.0% $187.03M 0.0% ▼ Trim 3 SEC ↗
97 Charles Schwab Investment… 1.88M +5.5% $170.29M 0.0% ▲ Add 3 SEC ↗
98 Charles Schwab Investment… 1.88M +5.5% $170.29M 0.0% ▲ Add 3 SEC ↗
99 JPMorgan Chase 1.81M -0.1% $164.65M 0.0% ▼ Trim 4 SEC ↗
100 JPMorgan Chase 1.81M -0.1% $164.65M 0.0% ▼ Trim 4 SEC ↗

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

New buyers

Norges Bank $222.59M 0.0%

Exited

Clearbridge Investments, LLC $39.60M was 0.0%
Adage Capital Partners $12.38M was 0.0%
PFA Pension… $10.00M was 0.0%
Bank Julius Baer & Co. Ltd… $1.34M was 0.0%
IMC-Chicago, LLC $267,294 was 0.0%
Parallax Volatility Advisers… $242,895 was 0.0%
DZ BANK AG Deutsche Zentral… $182,364 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 925 holders, 202.80M shares, $17.44B 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