LENNAR CORP /NEW/ (LEN) — Institutional Holders, Q2 2026

964 institutional investment managers reported a LEN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $19.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← LEN stock profile

LEN in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

115

Added to

401

Trimmed

312

Sold out

109

Biggest buyers

BERKSHIRE HATHAWAYAdded · +3,072,513 sh+$278.0M
GOLDMAN SACHS GROUPAdded · +1,218,109 sh+$110.2M
Invesco Ltd.Added · +748,398 sh+$67.7M
MANUFACTURERS LIFE INSURANCE COMPANY, THEAdded · +706,457 sh+$63.9M
AQR CAPITAL MANAGEMENTAdded · +691,291 sh+$62.6M

Biggest sellers

FIRST ADVISORSTrimmed · -893,223 sh-$80.8M
UBS Group AGTrimmed · -545,785 sh-$49.4M
Qube Research & Technologies LtdTrimmed · -545,297 sh-$49.3M
Aristotle Capital ManagementTrimmed · -511,995 sh-$46.3M
AMERICAN CENTURY COMPANIESTrimmed · -478,564 sh-$43.3M

LEN 13F holders ranked 1–100 of 964

Institutional investors reporting a position in LENNAR CORP /NEW/ on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 18,674,128 sh	18,674,128	$1.7B	0.03%	+0.5%
2	VANGUARD CAPITAL MANAGEMENT#2 · 14,030,837 sh	14,030,837	$1.3B	0.03%	0.0%
3	BERKSHIRE HATHAWAY#3 · 13,409,858 sh	13,409,858	$1.2B	0.41%	+29.7%
4	GREENHAVEN ASSOCIATES#4 · 11,680,338 sh	11,680,338	$1.1B	—	+6.2%
5	EAGLE CAPITAL MANAGEMENT#5 · 10,686,983 sh	10,686,983	$967.1M	2.95%	-1.8%
6	STATE STREET#6 · 10,461,378 sh	10,461,378	$946.6M	0.03%	+3.6%
7	VANGUARD PORTFOLIO MANAGEMENT#7 · 9,997,479 sh	9,997,479	$903.9M	0.04%	+0.5%
8	Aristotle Capital Management#8 · 7,886,442 sh	7,886,442	$713.6M	1.50%	-6.1%
9	MANUFACTURERS LIFE INSURANCE COMPANY, THE#9 · 6,683,066 sh	6,683,066	$604.8M	0.47%	+11.8%
10	GEODE CAPITAL MANAGEMENT#10 · 5,948,345 sh	5,948,345	$536.1M	0.03%	+1.2%
11	ACR Alpine Capital Research#11 · 4,783,876 sh	4,783,876	$432.8M	6.14%	+12.7%
12	GOLDMAN SACHS GROUP#12 · 3,839,335 sh	3,839,335	$347.0M	0.03%	+46.5%
13	MORGAN STANLEY#13 · 3,730,132 sh	3,730,132	$337.2M	0.02%	+11.1%
14	PRINCIPAL FINANCIAL GROUP#14 · 3,538,393 sh	3,538,393	$320.0M	0.16%	-2.0%
15	Invesco Ltd.#15 · 3,529,060 sh	3,529,060	$319.3M	0.03%	+26.9%
16	Capital World Investors#16 · 3,324,930 sh	3,324,930	$300.8M	0.04%	+1.0%
17	AQR CAPITAL MANAGEMENT#17 · 2,834,581 sh	2,834,581	$256.4M	0.09%	+32.3%
18	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.#18 · 2,692,266 sh	2,692,266	$243.6M	1.86%	+1.1%
19	BANK OF AMERICA#19 · 2,689,550 sh	2,689,550	$243.3M	0.02%	-4.9%
20	NORGES BANK#20 · 2,689,069 sh	2,689,069	$242.9M	0.02%	—
21	TWO SIGMA INVESTMENTS#21 · 2,571,015 sh	2,571,015	$232.7M	0.17%	-1.3%
22	DIMENSIONAL FUND ADVISORS#22 · 2,565,115 sh	2,565,115	$231.9M	0.04%	+5.5%
23	Brave Warrior Advisors#23 · 2,373,177 sh	2,373,177	$214.7M	4.68%	-1.5%
24	NORTHERN#24 · 2,098,090 sh	2,098,090	$189.8M	0.02%	-2.0%
25	Smead Capital Management#25 · 2,020,441 sh	2,020,441	$182.8M	—	+27.4%
26	CHARLES SCHWAB INVESTMENT MANAGEMENT#26 · 1,890,639 sh	1,890,639	$171.1M	0.02%	+4.9%
27	JPMORGAN CHASE#27 · 1,838,416 sh	1,838,416	$167.0M	<0.01%	+0.5%
28	FMR#28 · 1,620,919 sh	1,620,919	$146.5M	<0.01%	+7.5%
29	ENVESTNET ASSET MANAGEMENT#29 · 1,365,796 sh	1,365,796	$123.6M	0.03%	+4.8%
30	WELLS FARGO & COMPANY#30 · 1,354,769 sh	1,354,769	$122.5M	0.02%	-14.7%
31	Legal & General Group Plc#31 · 1,328,263 sh	1,328,263	$120.0M	0.03%	-5.2%
32	Toroso Investments#32 · 1,309,456 sh	1,309,456	$118.5M	0.21%	+6.0%
33	Jupiter Topco#33 · 1,296,787 sh	1,296,787	$117.3M	0.05%	—
34	VANGUARD FIDUCIARY#34 · 1,207,321 sh	1,207,321	$109.2M	0.02%	-0.5%
35	Neuberger Berman Group#35 · 1,133,525 sh	1,133,525	$102.4M	0.07%	-7.1%
36	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#36 · 1,127,799 sh	1,127,799	$102.0M	0.02%	-15.7%
37	GABELLI FUNDS#37 · 1,138,200 sh	1,138,200	$101.0M	0.65%	-0.3%
38	UBS Group AG#38 · 1,048,758 sh	1,048,758	$94.9M	0.01%	-34.2%
39	Bank of New York Mellon#39 · 1,026,187 sh	1,026,187	$92.8M	0.02%	-3.5%
40	Prana Capital Management#40 · 955,302 sh	955,302	$86.4M	2.62%	+12.6%
41	ROYAL BANK OF CANADA#41 · 955,298 sh	955,298	$86.4M	0.01%	+18.6%
42	AE Wealth Management#42 · 860,804 sh	860,804	$77.9M	0.36%	+26.4%
43	BARROW HANLEY MEWHINNEY & STRAUSS#43 · 855,016 sh	855,016	$77.4M	0.23%	-10.2%
44	BARCLAYS PLC#44 · 770,295 sh	770,295	$69.7M	0.01%	+4.5%
45	OPPENHEIMER ASSET MANAGEMENT#45 · 746,147 sh	746,147	$67.5M	0.70%	+18.3%
46	CITIGROUP#46 · 737,864 sh	737,864	$66.7M	0.02%	+15.1%
47	STATE OF WISCONSIN INVESTMENT BOARD#47 · 716,049 sh	716,049	$64.8M	0.13%	+351.8%
48	JANE STREET GROUP#48 · 714,799 sh	714,799	$64.7M	<0.01%	+2188.2%
49	HighTower Advisors#49 · 709,352 sh	709,352	$64.2M	0.06%	+2463.2%
50	Quantinno Capital Management#50 · 688,547 sh	688,547	$62.2M	0.07%	+338.6%
51	DEUTSCHE BANK AG\#51 · 671,216 sh	671,216	$60.7M	0.02%	+2.1%
52	HEALTHCARE OF ONTARIO PENSION PLAN FUND#52 · 668,129 sh	668,129	$60.2M	0.08%	+349.8%
53	D. E. Shaw#53 · 631,727 sh	631,727	$57.2M	0.03%	-39.4%
54	Squarepoint Ops#54 · 628,496 sh	628,496	$56.8M	0.06%	-40.4%
55	SEI INVESTMENTS#55 · 609,345 sh	609,345	$55.1M	0.05%	-2.9%
56	SUSQUEHANNA INTERNATIONAL GROUP, LLP#56 · 605,804 sh	605,804	$54.8M	<0.01%	+67.4%
57	Nuveen#57 · 605,209 sh	605,209	$54.7M	0.01%	+0.1%
58	RAYMOND JAMES FINANCIAL#58 · 583,607 sh	583,607	$52.5M	0.01%	+16.2%
59	TCW GROUP#59 · 579,010 sh	579,010	$52.4M	0.35%	-16.7%
60	Swiss National Bank#60 · 576,768 sh	576,768	$52.2M	0.03%	-4.1%
61	Sumitomo Mitsui#61 · 550,014 sh	550,014	$49.8M	0.03%	+2.8%
62	BNP PARIBAS FINANCIAL MARKETS#62 · 549,904 sh	549,904	$49.8M	0.02%	+70.7%
63	VOLORIDGE INVESTMENT MANAGEMENT#63 · 546,905 sh	546,905	$49.5M	0.21%	New
64	CANADA PENSION PLAN INVESTMENT BOARD#64 · 543,603 sh	543,603	$49.2M	0.03%	+1655.9%
65	Mitsubishi UFJ Asset Management , Ltd.#65 · 522,590 sh	522,590	$47.3M	0.03%	+8.2%
66	HSBC PLC#66 · 502,626 sh	502,626	$45.4M	0.02%	+16.4%
67	Vanguard Global Advisers#67 · 468,434 sh	468,434	$42.4M	0.02%	-1.6%
68	RHUMBLINE ADVISERS#68 · 461,653 sh	461,653	$41.8M	0.03%	+0.5%
69	GAMCO INVESTORS, ET AL#69 · 455,418 sh	455,418	$40.4M	0.36%	-1.4%
70	Rafferty Asset Management#70 · 441,514 sh	441,514	$39.9M	0.09%	+32.5%
71	Qube Research & Technologies Ltd#71 · 431,082 sh	431,082	$39.0M	0.04%	-55.8%
72	VANGUARD ASSET MANAGEMENT, Ltd#72 · 430,288 sh	430,288	$38.9M	0.03%	+13.1%
73	FRANKLIN RESOURCES#73 · 389,862 sh	389,862	$35.3M	<0.01%	-23.4%
74	Amundi#74 · 388,377 sh	388,377	$35.1M	<0.01%	-40.9%
75	CITADEL ADVISORS#75 · 382,260 sh	382,260	$34.5M	<0.01%	+1.9%
76	TUDOR INVESTMENT ET AL#76 · 368,118 sh	368,118	$33.3M	0.05%	-2.9%
77	Mariner#77 · 331,734 sh	331,734	$30.0M	0.03%	+79.7%
78	Nan Shan Life Insurance , Ltd.#78 · 328,000 sh	328,000	$29.7M	0.93%	+6292.5%
79	RENAISSANCE TECHNOLOGIES#79 · 325,391 sh	325,391	$29.4M	0.04%	-13.7%
80	Prescott General Partners#80 · 323,000 sh	323,000	$29.2M	1.49%	0.0%
81	PRICE T ROWE ASSOCIATES#81 · 318,182 sh	318,182	$28.8M	<0.01%	+1.1%
82	BERKSHIRE ASSET MANAGEMENT#82 · 317,481 sh	317,481	$28.7M	1.13%	+1.0%
83	ASSETMARK#83 · 315,805 sh	315,805	$28.6M	—	-3.0%
84	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#84 · 313,266 sh	313,266	$28.3M	0.02%	0.0%
85	Grantham, Mayo, Van Otterloo#85 · 308,339 sh	308,339	$27.9M	0.06%	+9.1%
86	FIRST ADVISORS#86 · 297,403 sh	297,403	$26.9M	0.02%	-75.0%
87	ALLIANCEBERNSTEIN L.P.#87 · 290,876 sh	290,876	$25.2M	<0.01%	+23.1%
88	PACIFIC HEIGHTS ASSET MANAGEMENT#88 · 275,000 sh	275,000	$24.9M	0.79%	0.0%
89	Creative Planning#89 · 271,380 sh	271,380	$24.5M	0.01%	+99.9%
90	Russell Investments Group, Ltd.#90 · 270,085 sh	270,085	$24.4M	0.02%	+9.8%
91	VICTORY CAPITAL MANAGEMENT#91 · 269,288 sh	269,288	$24.4M	0.01%	+19.7%
92	TRUIST FINANCIAL#92 · 259,608 sh	259,608	$23.5M	0.03%	-2.6%
93	SALEM INVESTMENT COUNSELORS#93 · 258,916 sh	258,916	$23.4M	—	-1.3%
94	MACKENZIE FINANCIAL#94 · 248,679 sh	248,679	$22.5M	0.02%	+24.4%
95	SG Americas Securities#95 · 238,407 sh	238,407	$21.6M	0.01%	+207.1%
96	ARMISTICE CAPITAL#96 · 221,444 sh	221,444	$20.0M	0.25%	+25.1%
97	CAPITAL FUND MANAGEMENT S.A.#97 · 217,190 sh	217,190	$19.7M	0.09%	-29.7%
98	Spears Abacus Advisors#98 · 209,701 sh	209,701	$19.0M	0.34%	+13.4%
99	Empowered Funds#99 · 200,110 sh	200,110	$18.1M	0.10%	-35.4%
100	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#100 · 199,886 sh	199,886	$18.1M	0.03%	-1.7%

Funds that sold out of LEN in Q2 2026 (109)

Held LEN at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held LEN in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Clearbridge Investments455,992 sh	455,992	$39.6M
AustralianSuper Pty Ltd169,230 sh	169,230	$14.7M
ADAGE CAPITAL PARTNERS GP, L.L.C.142,517 sh	142,517	$12.4M
Ceredex Value Advisors132,542 sh	132,542	$11.5M
Vest Financial119,060 sh	119,060	$10.3M
OCCUDO QUANTITATIVE STRATEGIES111,970 sh	111,970	$10.1M
SAPIENT CAPITAL115,560 sh	115,560	$10.0M
PFA Pension, Forsikringsaktieselskab115,109 sh	115,109	$10.0M
Parkwood88,608 sh	88,608	$7.7M
Entropy Technologies78,944 sh	78,944	$6.9M
Y-Intercept (Hong Kong) Ltd72,304 sh	72,304	$6.3M
WINTON GROUP Ltd58,266 sh	58,266	$5.1M
TrueMark Investments53,187 sh	53,187	$4.6M
OPAL CAPITAL53,032 sh	53,032	$4.6M
Blackstone40,324 sh	40,324	$3.5M
Brookstone Capital Management33,436 sh	33,436	$2.9M
AGF MANAGEMENT LTD31,343 sh	31,343	$2.7M
Triveni Capital Investments28,391 sh	28,391	$2.5M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP26,484 sh	26,484	$2.2M
Polymer Capital Management (US)23,874 sh	23,874	$2.1M
Oak Thistle23,358 sh	23,358	$2.0M
Engineers Gate Manager21,205 sh	21,205	$1.8M
Ruffer LLP20,580 sh	20,580	$1.8M
FOX RUN MANAGEMENT, L.L.C.20,439 sh	20,439	$1.7M
TWO SIGMA SECURITIES18,573 sh	18,573	$1.6M
Bank Julius Baer & Ltd, Zurich15,781 sh	15,781	$1.3M
Myriad Asset Management Advisors14,786 sh	14,786	$1.3M
BOCHK Asset Management Ltd13,750 sh	13,750	$1.2M
Freemont Management S.A.13,600 sh	13,600	$1.2M
Jain Global12,427 sh	12,427	$1.1M
Redwood Investment Management11,841 sh	11,841	$1.0M
Portfolio Design Labs11,410 sh	11,410	$990.9K
Ascent Group11,002 sh	11,002	$955.4K
SECURED RETIREMENT ADVISORS10,675 sh	10,675	$927.0K
AG2R LA MONDIALE GESTION D'ACTIFS10,638 sh	10,638	$923.8K
DARK FOREST CAPITAL MANAGEMENT10,847 sh	10,847	$920.2K
HUSSMAN STRATEGIC ADVISORS10,500 sh	10,500	$911.8K
AIGEN INVESTMENT MANAGEMENT9,727 sh	9,727	$844.7K
AlphaGrep UK Ltd9,237 sh	9,237	$802.1K
Dynamic Technology Lab Private Ltd8,450 sh	8,450	$733.8K
MIRABELLA FINANCIAL SERVICES LLP8,400 sh	8,400	$714.3K
GTS SECURITIES6,978 sh	6,978	$606.0K
nVerses Capital6,916 sh	6,916	$600.6K
LEVEL FOUR ADVISORY SERVICES6,531 sh	6,531	$567.2K
KESTRA PRIVATE WEALTH SERVICES6,368 sh	6,368	$553.0K
49 WEALTH MANAGEMENT4,885 sh	4,885	$424.2K
OneDigital Investment Advisors4,760 sh	4,760	$413.3K
Volterra Technologies4,470 sh	4,470	$388.2K
EVOKE WEALTH4,170 sh	4,170	$362.1K
DoubleLine ETF Adviser4,097 sh	4,097	$355.8K
Allen Investment Management4,061 sh	4,061	$352.7K
TITLEIST ASSET MANAGEMENT4,054 sh	4,054	$352.0K
Signal Advisors Wealth4,049 sh	4,049	$351.6K
Baader Bank Aktiengesellschaft3,990 sh	3,990	$346.5K
RWA WEALTH PARTNERS3,731 sh	3,731	$324.0K
Applied Finance Capital Management3,589 sh	3,589	$311.7K
Lombard Odier Asset Management (Switzerland) SA3,500 sh	3,500	$303.9K
PATTON FUND MANAGEMENT3,394 sh	3,394	$294.7K
IMC-Chicago3,078 sh	3,078	$267.3K
TEACHER RETIREMENT SYSTEM OF TEXAS3,057 sh	3,057	$265.5K
Ameritas Advisory Services3,027 sh	3,027	$262.9K
Kaizen Financial Strategies2,891 sh	2,891	$256.7K
Texas Capital Bank Wealth Management Services2,861 sh	2,861	$248.4K
Parallax Volatility Advisers, L.P.2,562 sh	2,562	$242.9K
Premier Path Wealth Partners2,668 sh	2,668	$231.7K
RFG Advisory2,625 sh	2,625	$227.9K
GERMAN AMERICAN BANCORP2,571 sh	2,571	$223.3K
Myriad Asset Management US2,494 sh	2,494	$217.0K
Compound Planning2,403 sh	2,403	$208.7K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt2,100 sh	2,100	$182.4K
Bayforest Capital Ltd1,699 sh	1,699	$147.5K
Western Wealth Management956 sh	956	$83.0K
Ancora Advisors646 sh	646	$56.1K
Root Financial Partners637 sh	637	$55.2K
Global Assets Advisory450 sh	450	$39.1K
FNY Investment Advisers286 sh	286	$24.0K
Annis Gardner Whiting Capital Advisors232 sh	232	$20.1K
Opal Wealth Advisors231 sh	231	$20.1K
Board of the Pension Protection Fund200 sh	200	$16.8K
Crews Bank181 sh	181	$15.7K
Wealth Preservation Advisors178 sh	178	$15.5K
Global Wealth Strategies & Associates164 sh	164	$14.3K
MEEDER ASSET MANAGEMENT167 sh	167	$14.0K
Raiffeisen Bank International AG140 sh	140	$11.9K
Golden State Equity Partners104 sh	104	$9.1K
Scarborough Advisors97 sh	97	$8.4K
Richardson Capital Management84 sh	84	$7.3K
Kemnay Advisory Services83 sh	83	$7.2K
TWIN PEAKS WEALTH ADVISORS67 sh	67	$5.8K
Sound Income Strategies67 sh	67	$5.8K
Hanson & Doremus Investment Management48 sh	48	$4.0K
Bangor Savings Bank43 sh	43	$3.7K
Legacy Wealth Managment40 sh	40	$3.5K
MTM Investment Management30 sh	30	$2.6K
Hamrick Investment Counsel29 sh	29	$2.5K
Innovative Asset Advisors Group26 sh	26	$2.3K
EVERMAY WEALTH MANAGEMENT25 sh	25	$2.2K
TopTier Wealth Management23 sh	23	$2.0K
Wall Street Financial Group20 sh	20	$1.7K
First Pacific Financial18 sh	18	$1.6K

And 9 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.