LEN

Lennar Corp-A
IndustrialsUSCUSIP 526057104◍ Confluence graph
Tracked 13F Holders
841
-264 QoQ
13F Value (tracked)
$17.6B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)32 adding · 18 trimming
Insider net (180d)$0

Who owns LEN?

841 tracked 13F filers

841 tracked 13F filers disclose a position in LEN as of the latest SEC 13F filings, a combined $17.6B in reported value. 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
3 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$1.6B
18.3M
+0.9%
Added · +170K sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$1.1B
12.9M
First observed position
No prior filed position
Q1 2026
3GREENHAVEN ASSOCIATES INC
$1.0B
11.3M
+6.4%
Added · +684K sh
Q2 2026
4EAGLE CAPITAL MANAGEMENT LLC
$944.9M
10.9M
−1.0%
Reduced · −106K sh
Q1 2026
5STATE STREET CORP
$943.6M
10.4M
+3.9%
Added · +390K sh
Q2 2026
6BERKSHIRE HATHAWAY INC
$877.1M
10.1M
+43%
Added · +3.0M sh
Q1 2026
7VANGUARD PORTFOLIO MANAGEMENT LLC
$827.3M
9.5M
First observed position
No prior filed position
Q1 2026
8Aristotle Capital Management, LLC
$724.8M
8.3M
−4.3%
Reduced · −380K sh
Q1 2026
9MANUFACTURERS LIFE INSURANCE COMPANY, THE
$519.0M
6.0M
−1.9%
Reduced · −113K sh
Q1 2026
10GEODE CAPITAL MANAGEMENT, LLC
$525.8M
5.8M
+1.4%
Added · +80K sh
Q2 2026
11ACR Alpine Capital Research, LLC
$429.2M
4.7M
+13%
Added · +531K sh
Q2 2026
12PRINCIPAL FINANCIAL GROUP INC
$303.2M
3.5M
+2.9%
Added · +99K sh
Q1 2026
13MORGAN STANLEY
$278.4M
3.2M
−15%
Reduced · −557K sh
Q1 2026
14BANK OF AMERICA CORP /DE/
$243.7M
2.8M
+12%
Added · +310K sh
Q1 2026
15VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
$231.2M
2.7M
+36%
Added · +699K sh
Q1 2026
16NORGES BANK
$269.7M
2.6M
−14%
Reduced · −433K sh
Q4 2025
17TWO SIGMA INVESTMENTS, LP
$226.1M
2.6M
+69%
Added · +1.1M sh
Q1 2026
18JANUS HENDERSON GROUP PLC
$221.2M
2.5M
+20%
Added · +420K sh
Q1 2026
19GOLDMAN SACHS GROUP INC
$214.0M
2.5M
+43%
Added · +739K sh
Q1 2026
20Brave Warrior Advisors, LLC
$209.3M
2.4M
−0.1%
Reduced · −1K sh
Q1 2026
21DIMENSIONAL FUND ADVISORS LP
$199.8M
2.3M
+0.8%
Added · +18K sh
Q1 2026
22AQR CAPITAL MANAGEMENT LLC
$184.2M
2.1M
+395%
Added · +1.7M sh
Q1 2026
23NORTHERN TRUST CORP
$183.2M
2.1M
−22%
Reduced · −597K sh
Q1 2026
24Smead Capital Management, Inc.
$182.8M
2.0M
+27%
Added · +434K sh
Q2 2026
25JPMORGAN CHASE & CO
$153.9M
1.8M
−38%
Reduced · −1.1M 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.

Is LEN being bought or sold by institutions?

Last quarter, 1 fund opened a new position in LEN and 31 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
31
funds
Reduced
18
funds
Exited
0
funds

Funds that own LEN also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT506 funds$298.8B
AMAZON.COM INCAMZN502 funds$221.3B
APPLE INCAAPL499 funds$391.6B
ALPHABET INC-CL AGOOGL495 funds$202.5B
NVIDIA CORPNVDA494 funds$429.7B
META PLATFORMS INC-CLASS AMETA490 funds$126.8B
JPMORGAN CHASE & COJPM489 funds$76.9B
ELI LILLY & COLLY475 funds$85.9B
BROADCOM INCAVGO473 funds$170.3B
ALPHABET INC-CL CGOOG473 funds$140.9B
BANK OF AMERICA CORPBAC473 funds$61.7B
BERKSHIRE HATHAWAY INC-CL BBRK/B473 funds$44.8B

Ranked by how many of LEN's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

550 funds-171 since Q3 2024
0409817Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $4.3B · 2 values withheld

Share classes

Class13F holdersValue held
LENthis pagecs841 funds$17.6B
LEN/Bcs238 funds$617.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for LEN

Browse more

Build

Ask your agent what changed in LEN

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LEN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LEN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

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.