LENB — LENNAR CORP
Reported value held$353.79M
Funds holding (latest)38
Sector—
Funds holding (Q2 2026)31
Institutional value$195.42M · 2.20M sh
New / Add / Cut / Exit4 / 19 / 6 / 1
Top-5 / Top-10 concentration58.9% / 81.1%
Institutional holdings change
Accumulating +36.1%
(+584.29K sh)
Institutional value change
Up +43.5%
As of Q2 2026, 31 SEC-registered investment managers reported holding LENB (LENNAR CORP) in their latest 13F filings, with a combined reported value of $195.42M across 2.20M shares. That is +36.1% by share count (+584.29K shares) versus the previous quarter, while reported value moved +43.5%. Ownership is concentrated: the five largest holders account for 58.9% of reported value and the top ten for 81.1%.
Compared with the prior quarter, 4 opened new positions, 19 added to existing stakes, 6 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 1.55M | $147.44M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 328.16K | $29.11M | 0.00% | Add |
| Berkshire Hathaway history | Q2 2026 | 298.12K | $26.45M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 253.79K | $22.51M | 0.00% | Add |
| Norges Bank Investment Management history | Q2 2026 | 229.29K | $20.34M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 187.76K | $16.66M | 0.00% | Add |
| Principal Global Investors history | Q2 2026 | 118.61K | $10.52M | 0.01% | Hold |
| Geode Capital Management history | Q2 2026 | 115.36K | $10.24M | 0.00% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 106.71K | $9.47M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 94.81K | $8.41M | 0.00% | Add |
| Moore Capital Management history | Q3 2021 | 74.50K | $5.78M | 0.09% | New |
| Millennium Management history | Q2 2026 | 54.38K | $4.82M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 40.67K | $3.61M | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 39.76K | $3.53M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 34.34K | $3.05M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 33.08K | $2.93M | 0.00% | Add |
| Balyasny Asset Management history | Q2 2026 | 32.49K | $2.88M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 31.24K | $2.77M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 31.07K | $2.76M | 0.00% | Add |
| Point72 Asset Management history | Q2 2026 | 29.12K | $2.58M | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 40.67K sh · $3.61M
- Point72 Asset Management 29.12K sh · $2.58M
- JPMorgan Chase & Co 26.09K sh · $2.32M
- Renaissance Technologies 3.25K sh · $288.49K
Fully Exited (vs previous quarter)
- Arrowstreet Capital sold 26.48K sh · $2.23M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 374.04K | 364.18K | 363.79K | 343.40K | 338.93K | 332.89K | 326.47K | 328.16K |
| Berkshire Hathaway | — | — | — | — | — | — | — | 152.57K | 152.57K | 152.57K | 152.57K | 152.57K | 152.57K | 152.57K | 152.57K | 180.93K | 180.98K | 180.98K | 237.70K | 298.12K |
| Goldman Sachs Group | 446.24K | 461.94K | 471.41K | 459.03K | 476.33K | 483.02K | 243.79K | 210.55K | 168.53K | 163.97K | 161.63K | 163.43K | 156.11K | 157.31K | 160.06K | 157.99K | 151.82K | 150.76K | 156.85K | 253.79K |
| Norges Bank Investment Management | — | — | — | — | — | 456.22K | — | — | — | 256.78K | — | 230.04K | — | 230.04K | — | 230.04K | — | 226.74K | — | 229.29K |
| Morgan Stanley | 105.30K | 111.41K | 82.02K | 176.56K | 189.37K | 196.91K | 196.20K | 195.90K | 211.02K | 192.35K | 189.99K | 190.10K | 186.86K | 162.48K | 161.89K | 178.71K | 168.99K | 169.62K | 151.76K | 187.76K |
| Principal Global Investors | 51.91K | 51.41K | 52.39K | 52.45K | 60.25K | 63.74K | 68.80K | 68.31K | 67.82K | 69.02K | 69.75K | 75.10K | 75.59K | 78.56K | 84.28K | 91.75K | 104.18K | 112.97K | 118.80K | 118.61K |
| Geode Capital Management | 151.62K | 137.88K | 111.90K | 103.37K | 109.20K | 114.28K | 119.21K | 109.15K | 102.77K | 94.48K | 93.16K | 85.91K | 89.98K | 99.07K | 118.72K | 120.75K | 132.19K | 121.96K | 124.12K | 115.36K |
| Legal & General Investment Management America | 42.89K | 51.54K | 61.74K | 68.75K | 88.12K | 84.27K | 106.61K | 96.05K | 98.18K | 91.02K | 83.46K | 81.06K | 76.46K | 56.29K | 58.32K | 75.71K | 83.59K | 80.43K | 99.37K | 106.71K |
| Fidelity Management & Research (FMR) | 12.41K | 12.54K | 21.22K | 53.02K | 60.98K | 59.48K | 51.92K | 51.58K | 51.93K | 60.96K | 60.02K | 61.87K | 61.97K | 58.64K | 71.47K | 85.03K | 86.63K | 77.45K | 87.92K | 94.81K |
| Millennium Management | 9.21K | 9.79K | — | 91.89K | 38.49K | 92.86K | 17.57K | 142.62K | 142.47K | 60.06K | 22.74K | 4.67K | 18.49K | 7.21K | 39.91K | — | 9.12K | 25.44K | 8.77K | 54.38K |
| Citadel Advisors | — | 6.81K | — | 18.62K | 12.05K | — | — | 1.92K | 22.37K | 10.70K | 10.69K | 7.55K | 25.55K | 6.34K | — | — | — | 5.61K | — | 40.67K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | 4.95K | 2.53K | 2.47K | 2.88K | 3.34K | 4.66K | 18.86K | 18.21K | 20.96K | 21.78K | 39.76K |
| Invesco Ltd | 8.62K | 8.53K | 9.51K | 9.54K | 9.04K | 19.83K | 10.75K | 10.53K | 31.84K | 30.49K | 10.44K | 11.28K | 12.05K | 13.68K | 13.10K | 15.41K | 17.53K | 21.88K | 30.61K | 34.34K |
| Bank of America Corp | 41.12K | 38.33K | 35.68K | 45.17K | 34.58K | 34.05K | 113.72K | 30.30K | 31.61K | 45.91K | 44.49K | 24.15K | 18.71K | 17.81K | 20.25K | 20.97K | 24.46K | 23.44K | 22.85K | 33.08K |
| Balyasny Asset Management | — | — | — | 3.64K | — | 45.23K | — | 2.83K | — | — | — | — | — | — | — | 8.57K | 5.46K | 7.92K | 9.71K | 32.49K |
| Northern Trust Corp | 46.94K | 44.10K | 39.68K | 37.27K | 59.40K | 57.17K | 45.55K | 41.98K | 49.54K | 51.68K | 49.12K | 48.85K | 41.56K | 47.99K | 41.85K | 35.43K | 35.70K | 56.69K | 30.81K | 31.24K |
| Wells Fargo & Co | 30.59K | 30.53K | 19.50K | 18.88K | 23.06K | 23.89K | 24.78K | 25.25K | 24.63K | 23.73K | 19.86K | 20.97K | 20.83K | 21.37K | 22.61K | 23.84K | 24.31K | 24.78K | 25.32K | 31.07K |
| Point72 Asset Management | — | — | — | — | — | — | — | — | 1.20K | — | 2.30K | 1.50K | 700 | — | — | — | — | 4.90K | — | 29.12K |
| JPMorgan Chase & Co | 395 | 327 | 423 | 67.11K | 64.05K | 64.41K | 66.26K | 78.14K | 71.68K | 64.99K | 53.29K | 33.61K | 30.06K | 28.64K | 29.02K | 31.03K | 25.14K | 21.47K | — | 26.09K |
| Capital World Investors | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K | 21.17K |