This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LEN/capital-change-brief"
Use Arkolith's capital_change_brief for LEN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.6B | 18.3M | ▲+0.9% Added · +170K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.1B | 12.9M | ▲New +12.9M sh | Q1 2026 | |
| 3 | EAGLE CAPITAL MANAGEMENT LLC | $944.9M | 10.9M | ▼−1.0% Reduced · −106K sh | Q1 2026 | |
| 4 | GREENHAVEN ASSOCIATES INC | $923.3M | 10.6M | ▲+5.3% Added · +538K sh | Q1 2026 | |
| 5 | BERKSHIRE HATHAWAY INC | $877.1M | 10.1M | ▲+43% Added · +3.0M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $871.7M | 10.0M | ▼−0.7% Reduced · −67K sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $827.3M | 9.5M | ▲New +9.5M sh | Q1 2026 | |
| 8 | Aristotle Capital Management, LLC | $724.8M | 8.3M | ▼−4.3% Reduced · −380K sh | Q1 2026 | |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $519.0M | 6.0M | ▼−1.9% Reduced · −113K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $497.7M | 5.8M | ▲+2.3% Added · +131K sh | Q1 2026 | |
| 11 | ACR Alpine Capital Research, LLC | $365.8M | 4.2M | ▲+31% Added · +997K sh | Q1 2026 | |
| 12 | PRINCIPAL FINANCIAL GROUP INC | $303.2M | 3.5M | ▲+2.9% Added · +99K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $278.4M | 3.2M | ▼−15% Reduced · −557K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $243.7M | 2.8M | ▲+12% Added · +310K sh | Q1 2026 | |
| 15 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $231.2M | 2.7M | ▲+36% Added · +699K sh | Q1 2026 | |
| 16 | NORGES BANK | $269.7M | 2.6M | ▼−14% Reduced · −433K sh | Q4 2025 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $226.1M | 2.6M | ▲+69% Added · +1.1M sh | Q1 2026 | |
| 18 | JANUS HENDERSON GROUP PLC | $221.2M | 2.5M | ▲+20% Added · +420K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $214.0M | 2.5M | ▲+43% Added · +739K sh | Q1 2026 | |
| 20 | Brave Warrior Advisors, LLC | $209.3M | 2.4M | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 21 | DIMENSIONAL FUND ADVISORS LP | $199.8M | 2.3M | ▲+0.8% Added · +18K sh | Q1 2026 | |
| 22 | AQR CAPITAL MANAGEMENT LLC | $184.2M | 2.1M | ▲+395% Added · +1.7M sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $183.2M | 2.1M | ▼−22% Reduced · −597K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $153.9M | 1.8M | ▼−38% Reduced · −1.1M sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $154.8M | 1.8M | ▲+3.6% Added · +62K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 291 funds | $249.0B |
| META PLATFORMS INC-CLASS AMETA | 291 funds | $106.7B |
| AMAZON.COM INCAMZN | 290 funds | $185.4B |
| ALPHABET INC-CL AGOOGL | 288 funds | $168.9B |
| JPMORGAN CHASE & COJPM | 286 funds | $65.1B |
| VISA INC-CLASS A SHARESV | 285 funds | $55.3B |
| NVIDIA CORPNVDA | 284 funds | $347.5B |
| APPLE INCAAPL | 283 funds | $325.5B |
| BROADCOM INCAVGO | 279 funds | $136.4B |
| ELI LILLY & COLLY | 279 funds | $69.2B |
| BANK OF AMERICA CORPBAC | 279 funds | $54.5B |
| MASTERCARD INC - AMA | 278 funds | $47.5B |
Ranked by how many of LEN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LEN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.