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Lennar Corp. 13F holders

942 funds reported a position in Lennar Corp. in their 13F for the quarter ended 30 June 2026, together 212.9 million shares worth $19.26 billion. Against the quarter before, 91 opened a position, 392 added, 303 trimmed and 109 sold out; together they bought a net 7.0 million shares. The largest holders: BlackRock, Inc., Berkshire Hathaway Inc and Vanguard Capital Management LLC.

Funds holding942as many as Q1 2026
Shares they held212.9Mworth $19.26 billion
Net bought on the quarter7.0M sharesabout $636.2 million at the funds' values
Funds buying to selling483 to 412opened or added, to cut or sold
Opened 91Added 392Held 149Trimmed 303Sold out 109
Opened: 91 fundsAdded: 392 fundsHeld: 149 fundsTrimmed: 303 fundsSold out: 109 funds

What each fund did in LEN against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 1,054 funds, 221.0 million shares1,054Q3 2024Q4 2024: 1,023 funds, 221.0 million shares1,023Q4 2024Q1 2025: 970 funds, 222.3 million shares970Q1 2025Q2 2025: 944 funds, 226.1 million shares944Q2 2025Q3 2025: 987 funds, 220.1 million shares987Q3 2025Q4 2025: 973 funds, 205.3 million shares973Q4 2025Q1 2026: 942 funds, 204.7 million shares942Q1 2026Q2 2026: 942 funds, 212.9 million shares942Q2 2026

Funds reporting a position in LEN in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 435 reported a position in Lennar Corp.: 34 opened one, 148 added, 158 trimmed and 68 sold out, a net 198,851 shares bought.

FundChange in sharesShares nowStatusFiling
Principal Financial Group Inc.-2,474,325945,462trimmed13F
Greenhaven Associates Inc.+1,738,82413,055,103added13F
ACR Alpine Capital Research, LLC+635,9605,379,210added13F
Citigroup Inc.+393,0471,119,276added13F
Ranmore Fund Management Ltd+384,850384,850new13F
Geode Capital Management, LLC-338,6185,494,371trimmed13F
Smead Capital Management, Inc.+264,2842,284,725added13F
Sterling Capital Management LLC-146,2295,844trimmed13F
Creative Planning+121,172383,050added13F
Truist Financial Corp.-119,937139,671trimmed13F
Deutsche Bank AG+88,763751,514added13F
Oppenheimer Asset Management Inc.+86,907833,054added13F
Mackenzie Financial Corp.+86,000334,679added13F
DekaBank Deutsche Girozentrale-67,89148,965trimmed13F
Jefferies Financial Group Inc.-64,93715,100trimmed13F
Russell Investments Group, Ltd.-61,969198,198trimmed13F
Badgley Phelps Wealth Managers, LLC-59,8673,215trimmed13F
Natixis-54,218101,750trimmed13F
Swiss Life Asset Management Ltd+51,88377,846added13F
Barclays PLC-36,423717,655trimmed13F
Fideuram Asset Management (Ireland) dac+32,50439,919added13F
Catherine Avery Investment Management LLC-32,87328,580trimmed13F
US Bancorp+31,538190,807added13F
Concurrent Investment Advisors, LLC+30,106119,284added13F
Merit Financial Group, LLC+26,85541,827added13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 1 reported a position in Lennar Corp. in a 13F for the quarter ended 30 September 2026, and 8 more in a 13F for an earlier quarter, the latest each has filed. The largest: Berkshire Hathaway, 13.1 million shares worth $1.19 billion, 0.4% of its reported book (its 13F for the quarter ended 30 June 2026). In the quarter, 0 funds added or opened a position and 1 trimmed or sold out; together they sold a net 338,618 shares, about $27.5 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Berkshire Hathaway13,111,741$1.19 billion0.4%+3,012,099added30 June 2026, an earlier quarter13F
Geode Capital Management5,494,371$446.6 million0.0%-338,618trimmed30 September 202613F
Two Sigma Investments2,571,015$232.7 million0.2%-32,922trimmed30 June 2026, an earlier quarter13F
Norges Bank2,459,776$222.6 million0.0%held30 June 2026, an earlier quarter13F
FMR LLC1,526,107$138.1 million0.0%+106,460added30 June 2026, an earlier quarter13F
Citadel Advisors341,592$30.9 million0.0%-33,484trimmed30 June 2026, an earlier quarter13F
Renaissance Technologies322,139$29.2 million0.0%-55,100trimmed30 June 2026, an earlier quarter13F
Millennium Management142,855$12.9 million0.0%-149,468trimmed30 June 2026, an earlier quarter13F
Bridgewater Associates15,239$1.4 million0.0%+15,239new30 June 2026, an earlier quarter13F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
BlackRock, Inc.18,345,9648.62%$1.66 billion0.03%+89,48413F
Berkshire Hathaway Inc13,111,7416.16%$1.19 billion0.40%+3,012,09913F
Vanguard Capital Management LLC13,021,5536.12%$1.18 billion0.03%+74,24713F
Greenhaven Associates Inc.11,316,2795.32%$1.02 billion11.82%+684,14813F
Eagle Capital Management LLC10,686,9835.02%$967.1 million2.95%-193,47213F
State Street Corp.10,427,3764.90%$943.6 million0.03%+389,74013F
Vanguard Portfolio Management LLC9,547,0764.48%$863.9 million0.04%+20,66713F
Aristotle Capital Management, LLC7,836,3253.68%$709.1 million1.49%-509,75213F
Manufacturers Life Insurance Company, the6,683,0663.14%$604.8 million0.47%+706,45713F
Geode Capital Management, LLC5,832,9892.74%$525.8 million0.03%+80,15613F
ACR Alpine Capital Research, LLC4,743,2502.23%$429.2 million6.09%+531,13913F
Goldman Sachs Group Inc.3,585,5451.68%$324.5 million0.03%+1,121,16713F
Morgan Stanley3,542,3721.66%$320.5 million0.02%+336,77513F
Invesco Ltd.3,494,7171.64%$316.2 million0.03%+744,66513F
Principal Financial Group Inc.3,419,7871.61%$309.5 million0.15%-72,12713F
Capital World Investors3,303,7611.55%$299.0 million0.04%+33,68713F
AQR Capital Management LLC2,794,8211.31%$252.9 million0.09%+673,31013F
Van Lanschot Kempen Investment Management N.V.2,692,2661.26%$243.6 million1.86%+30,11913F
Bank of America Corp.2,656,4731.25%$240.4 million0.01%-149,94113F
Two Sigma Investments, LP2,571,0151.21%$232.7 million0.18%-32,92213F
Norges Bank2,459,7761.16%$222.6 million0.02%13F
Dimensional Fund Advisors LP2,422,1761.14%$219.2 million0.04%+120,85713F
Brave Warrior Advisors, LLC2,373,1771.11%$214.7 million4.68%-36,87313F
Northern Trust Corp.2,066,8520.97%$187.0 million0.02%-42,27513F
Smead Capital Management, Inc.2,020,4410.95%$182.8 million3.92%+434,21613F
Charles Schwab Investment Management Inc.1,881,8680.88%$170.3 million0.02%+98,96313F
JPMorgan Chase & Co.1,812,3260.85%$164.6 million0.01%-1,32813F
FMR LLC1,526,1070.72%$138.1 million0.01%+106,46013F
Envestnet Asset Management Inc.1,358,7720.64%$123.0 million0.03%+63,09213F
Wells Fargo & Company1,323,7010.62%$119.8 million0.02%-238,29413F
Tidal Investments LLC1,309,4560.62%$118.5 million0.29%+74,55213F
Jupiter Topco LLC1,296,7870.61%$117.3 million0.05%first 13F13F
Legal & General Group Plc1,221,5530.57%$110.5 million0.02%-80,66913F
Vanguard Fiduciary Trust Co.1,190,8510.56%$107.8 million0.02%-1,74313F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC1,113,0260.52%$100.7 million0.02%-210,09613F
Neuberger Berman Group LLC1,047,4320.49%$94.8 million0.06%-83,59313F
UBS Group AG1,038,9400.49%$94.0 million0.01%-539,74413F
Bank of New York Mellon Corp1,007,0140.47%$91.1 million0.01%-35,94913F
Prana Capital Management, LP955,3020.45%$86.4 million2.64%+106,84713F
Royal Bank of Canada954,2560.45%$86.3 million0.01%+150,17013F
AE Wealth Management LLC860,7700.40%$77.9 million0.36%+179,61313F
Barrow Hanley Mewhinney & Strauss LLC855,0160.40%$77.4 million0.23%-97,18913F
Barclays PLC754,0780.35%$68.2 million0.02%+29,11613F
Oppenheimer Asset Management Inc.746,1470.35%$67.5 million0.70%+115,40413F
Citigroup Inc.726,2290.34%$65.7 million0.03%+93,74713F
State of Wisconsin Investment Board716,0490.34%$64.8 million0.13%+557,57213F
Jane Street Group, LLC714,7990.34%$64.7 million0.04%+688,09813F
HighTower Advisors, LLC709,3520.33%$64.2 million0.06%+681,67813F
Deutsche Bank AG662,7510.31%$60.0 million0.02%+13,21113F
Quantinno Capital Management LP651,2880.31%$58.9 million0.07%+505,08413F
The 50 largest of the 942 funds that reported a position in LEN in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on LEN

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls827,000$74.8 million30 June 202613F
Citadel AdvisorsPuts703,100$63.6 million30 June 202613F
Millennium ManagementPuts356,800$32.3 million30 June 202613F
Point72 Asset ManagementCalls112,300$10.2 million30 June 202613F
Millennium ManagementCalls82,300$7.4 million30 June 202613F
Point72 Asset ManagementPuts59,200$5.4 million30 June 202613F
Two Sigma InvestmentsPuts5,800$524,84230 June 202613F
Two Sigma InvestmentsCalls3,100$280,51930 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
7 October 202613G/AWarren E. Buffett and 23 others26.0 million12.5%30 September 2026passive, institutional (13d-1(b))EDGAR
14 August 202613GWarren E. Buffett and 9 others13.1 million6.2%30 June 2026passive, institutional (13d-1(b))EDGAR
15 May 202613GEagle Capital Management, LLC and 1 other10.9 million5.0%31 March 2026passive, institutional (13d-1(b))EDGAR
4 May 202613GGreenhaven Associates, Inc. and 1 other10.9 million5.1%1 May 2026passive, institutional (13d-1(b))EDGAR
30 April 202613GVanguard Capital Management and 1 other15.0 million6.9%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
21 January 202613G/ABlackRock, Inc. and 1 other16.9 million7.6%31 December 2025passive, institutional (13d-1(b))EDGAR
13 January 202613D/AGamco Investors, Inc. Et Al and 6 others1.1 million3.6%13 January 2026On October 21, 2025, the Issuer sent correspondence to the Reporting Persons, which the Issuer filed publicly on the same date, indicating, among other things, that under the Issuer's current Restated Certificate of Incorporation (as amendeEDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
26 August 20261,245$87.68SEC
24 August 20261,352$87.02SEC
17 August 202678$86.83SEC
10 August 20261,000$88.18SEC
6 August 2026973$87.88SEC
5 August 202621,460$87.02SEC
4 August 202620$85.20SEC
31 July 20261,390$83.75SEC
30 July 202613,182$84.56SEC
28 July 20261,018$85.04SEC
27 July 2026397$84.64SEC
17 July 20261,710$86.40SEC
15 July 20264,937$83.71SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 21,460 on 5 August 2026. A fail is an operational fact about settlement, not a position.