LEN-B · Lennar Corp /New/ · Holdings

$77.65 -0.30 (-0.38%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$18.71B

237.90M

Volume · Oct 21 19.55K Avg daily vol (3M) 109.06K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of LEN-B: 13F, 13D and 13G, insiders and funds →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 33

Total Value: $6,868,001

Total Shares: 85,861

Institutional Ownership Trend

27 quarters

Superinvestors Holding LEN-B

All superinvestors →

Warren Buffett $1,212,927,402 Glenn Greenberg $214,748,786 Mario Gabelli $40,410,910 Joel Greenblatt $8,030,173 Ray Dalio $1,378,977 Samantha McLemore $1,108,875

Holder Concentration

Across 33 13F filers · Δ vs Jun 30, 2026

Top Holder

29.2%

+14.7 pts

Top 5

83.6%

+40.3 pts

Top 10

95.8%

+36.0 pts

HHI

1,968

Moderately concentrated+1,411

Who Holds LEN-B

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 260 filers, like-for-like change +6.8%; actively managed books +9.2%; index-like books +1.3%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	59.4%	144	+2.5%	23	17
Adviser	5.4%	6	+0.1%	0	0
Bank	2.8%	21	-0.7%	0	0
Insurer	5.3%	2	+16.9%	0	0
Broker-dealer	0.0%	1	+1.6%	0	0
Benefit plan	0.2%	4	-0.2%	0	0
Non-US	5.2%	8	-0.9%	0	0
Holding company	12.2%	8	+15.4%	0	0
Exempt adviser	0.0%	0	-100.0%	0	1
Unknown	9.4%	66	+34.9%	14	5

Style	Share	Filers	Change	New	Exited
Index-like	31.6%	29	+1.3%	1	0
Systematic-like	3.6%	11	+305.8%	4	1
Concentrated	13.4%	51	+10.5%	9	6
Diversified active	51.4%	169	+3.6%	23	16
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	66.2%	182	+8.6%	24	13
Medium turnover	7.0%	39	-15.6%	5	5
High turnover	4.1%	14	+181.5%	4	4
Unknown	22.7%	25	-2.2%	4	1
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	20.0%	23	-2.2%	4	2
Medium horizon	9.0%	49	+28.7%	12	8
Long horizon	68.5%	180	+8.3%	18	12
Unknown	2.5%	8	-14.9%	3	1
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	8.0%	71	+7.5%	13	10
$1B to $10B	9.4%	66	+0.1%	14	9
$10B to $100B	28.0%	62	+8.6%	8	2
$100B or more	54.6%	61	+7.0%	2	2
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	4.5%	97	+14.5%	15	12
Pooled investment vehicles	4.3%	8	+16.0%	3	3
Registered funds and BDCs	41.1%	14	-1.2%	1	2
Pension and profit sharing plans	0.0%	1	-52.6%	0	0
Insurance companies	0.0%	1	-5.2%	0	0
Charitable organizations	0.0%	1	0.0%	0	0
Governments and sovereign funds	0.3%	2	+79.0%	0	0
Corporations	0.0%	1	new	1	0
Other investment advisers	0.3%	4	+151.0%	1	0
Diversified	8.7%	14	+6.0%	2	0
Other	0.0%	0	—	0	0
Unknown	40.6%	117	+14.3%	14	6

Private funds	Share	Filers	Change	New	Exited
Hedge funds	15.3%	26	+9.6%	4	6
Private equity funds	1.1%	9	+7.3%	0	1
Venture capital funds	0.0%	1	+490.4%	0	0
Real estate funds	0.3%	4	-0.7%	0	1
Securitized asset funds	0.2%	1	0.0%	0	0
Other private funds	16.5%	6	+1.0%	1	1
Mixed private funds	0.1%	2	+74.0%	0	0
Private funds, type not stated	0.0%	1	new	1	0
No private funds	25.9%	94	-1.0%	17	9
Liquidity funds	0.0%	0	—	0	0
Unknown	40.6%	116	+14.5%	14	5

Location	Share	Filers	Change	New	Exited
United States	91.1%	229	+6.4%	33	21
Outside the US	8.9%	31	+11.8%	4	2

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 4 holders with no observed 2026-03-31 13F and 2 holders with no observed 2026-06-30 13F.

Conviction and Crowding

260 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

2.31% of filers hold it in their top 10

Mar 31, 2026: 6

Holders above 5%

median weight 0.000%

Mar 31, 2026: 0

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

59.8%

of 13F shares, Herfindahl 0.056

Active holders

+9.2%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 16.9 quarters

Under 1 year 25.7% 1 to 3 years 11.1% 3 years or more 63.1% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$96.14

estimated per share

Mar 31, 2026: $106.66

Quarter-end price

$88.71

implied by 13F values

Estimated gain or loss

-7.7%

price against the estimated cost

Estimated at a loss

71.6%

of costed 13F value

Estimated cost covers 8.37% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies LEN-B's active holders also own, quarter ended Jun 30, 2026

#	Company	Shared holders	Similarity
1	DHI Horton D R Inc /De/	33	0.157
2	MRP Millrose Properties, Inc.	13	0.149
3	GOOGL Alphabet Inc.	138	0.138
4	UHAL U-Haul Holding Co /NV/	13	0.136
5	NVR Nvr Inc	18	0.133
6	MSFT Microsoft Corp	129	0.130
7	CVX Chevron Corp	100	0.130
8	BRK-B Berkshire Hathaway Inc	112	0.128
9	AAPL Apple Inc.	125	0.127
10	JPM Jpmorgan Chase & Co	112	0.125

Shareholder Targets

13F filers that own its peers but not LEN-B, quarter ended Jun 30, 2026

Found through its holder-overlap peers: DHI, MRP, GOOGL, UHAL, NVR, MSFT, CVX, BRK-B, AAPL, JPM, LBTYA, AMZN, NVDA, META, ELV, BAC, AVGO, MRK, XOM, SONY. 6,361 filers in all.

#	Filer	In peers	Of book	Largest peers
1	Capital Research Global Investors Adviser, Diversified active	$243,604,332,941 15 held	33.8%	AVGO, NVDA, GOOGL
2	Capital International Investors Adviser, Diversified active	$137,463,105,033 15 held	28.0%	AVGO, GOOGL, MSFT
3	Fisher Asset Management, LLC Adviser, Diversified active	$100,925,505,829 17 held	32.2%	NVDA, AAPL, GOOGL
4	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Registered adviser, Diversified active	$62,728,081,615 15 held	21.3%	NVDA, GOOGL, AAPL
5	JENNISON ASSOCIATES LLC Registered adviser, Diversified active	$62,422,648,489 12 held	37.1%	NVDA, GOOGL, AAPL
6	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Registered adviser, Diversified active	$51,826,681,182 16 held	22.8%	GOOGL, MSFT, AMZN
7	Sanders Capital, LLC Registered adviser, Concentrated	$44,466,689,931 10 held	44.5%	GOOGL, AMZN, META
8	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Unknown, Diversified active	$40,320,451,609 17 held	31.8%	NVDA, GOOGL, AAPL
9	Clearbridge Investments, LLC Registered adviser, Diversified active	$29,134,552,599 16 held	24.2%	NVDA, GOOGL, AAPL
10	LOOMIS SAYLES & CO L P Registered adviser, Diversified active	$27,088,619,005 15 held	34.3%	NVDA, GOOGL, AMZN

Fund Ownership of LEN-B by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 1,584,270 shares.

Fund type	Shares	Funds
Index funds	28,253	3
Index ETFs	1,556,017	21
Active ETFs	81	1
Active funds	21,078	3
Unclassified	0	0
All registered funds	1,605,429	28

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -227

Institutional value: -99.0%

Shares held: -98.9%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	+700	4,293
Small Daytona Street Capital LLC	+490	16,665
Mid MassMutual Private Wealth & Trust, FSB	+217	278
Small Private Wealth Management Group, LLC	+172	220
Small Essential Partners LLC	+101	109

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Small Byrne Asset Management LLC	−12,667	250
Mid Turtle Creek Wealth Advisors, LLC	−1,883	1,471
Mid Versant Capital Management, Inc	−1,739	358
Mid Carnegie Investment Counsel	−1,349	21,994
Small Successful Portfolios LLC	−300	3,800

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Mid Aaron Wealth Advisors LLC	3,152	$252,128
Large TD Waterhouse Canada Inc.	620	$49,593
Small ELEVATION WEALTH PARTNERS, LLC	111	$8,878
Mid PRIVATE TRUST CO NA	1	$79

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Large Vontobel Holding Ltd.	2,649	$234,992
Mid Everhart Financial Group, Inc.	2,256	$200,129
Small Cornerstone Planning Group LLC	24	$2,129
Small Owl Creek Wealth Partners LLC	10	$887
Small Wealth Enhancement Trust Services, Inc.	6	$532

Filter: New 4 Increased 10 Reduced 9 Sold out 8 Unchanged 10

Holder type: Registered adviser 20 Unknown 13

Showing 33 of 33

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

State of Alaska, Department of Revenue LEN-B

$2,003,829

29.18%

25,051

Carnegie Investment Counsel LEN-B

$1,759,300

25.62%

21,994

Daytona Street Capital LLC LEN-B

$1,333,033

19.41%

16,665

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC LEN-B

$343,397

5.00%

4,293

Successful Portfolios LLC LEN-B

$303,962

4.43%

3,800

NISA INVESTMENT ADVISORS, LLC LEN-B

$281,724

4.10%

3,522

Aaron Wealth Advisors LLC LEN-B

$252,128

3.67%

3,152

Turtle Creek Wealth Advisors, LLC LEN-B

$117,665

1.71%

1,471

Central Pacific Bank - Trust Division LEN-B

$103,987

1.51%

1,300

Avanza Fonder AB LEN-B

$79,509

1.16%

994

GAMMA Investing LLC LEN-B

$65,351

0.95%

817

TD Waterhouse Canada Inc. LEN-B

$49,593

0.72%

620

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	620	$49,593	100.0%	Defined

Farther Finance Advisors, LLC LEN-B

$37,995

0.55%

475

Versant Capital Management, Inc LEN-B

$28,636

0.42%

358

MassMutual Private Wealth & Trust, FSB LEN-B

$22,237

0.32%

278

Byrne Asset Management LLC LEN-B

$19,997

0.29%

250

Private Wealth Management Group, LLC LEN-B

$17,597

0.26%

220

IFP Advisors, Inc LEN-B

$12,078

0.18%

151

ELEVATION WEALTH PARTNERS, LLC LEN-B

$8,878

0.13%

111

Essential Partners LLC LEN-B

$8,718

0.13%

109

ARMSTRONG ADVISORY GROUP, INC LEN-B

$5,759

0.08%

Activest Wealth Management LEN-B

$3,919

0.06%

Ares Financial Consulting, LLC LEN-B

$1,919

0.03%

True Wealth Design, LLC LEN-B

$1,439

0.02%

Noble Wealth Management PBC LEN-B

$1,359

0.02%

Grove Bank & Trust LEN-B

$959

0.01%

Fortitude Family Office, LLC LEN-B

$879

0.01%

Aspect Partners, LLC LEN-B

$799

0.01%

Davis Capital Management LEN-B

$639

0.01%

DiNuzzo Private Wealth, Inc. LEN-B

$399

0.01%

GHP Investment Advisors, Inc. LEN-B

$159

0.00%

Blue Trust, Inc. LEN-B

$79

0.00%

PRIVATE TRUST CO NA LEN-B

$79

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK VONTOBEL AG	2,649	$234,992	100.0%	Defined

Key facts CIK 920760 CUSIP 526057104 13F (30d) 36 filings 36 filers Visit website Investor relations