Who owns Lennar (LEN)
Which tracked institutional funds hold LEN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LEN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
250 tracked funds added or opened LEN while 176 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LEN’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LEN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 885 tracked filers holding LEN, 494 increased or opened the position and 465 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LEN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 37
- Sixth Street Partners Management Company, L.P.$171M
- Jupiter Topco LLC$117M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$49M
- Freestone Grove Partners LP$18M
- Jefferies Financial Group Inc.$7M
- Nykredit A/S$6M
Full exits 86
- JANUS HENDERSON GROUP PLC$221M
- Amundi$57M
- Clearbridge Investments, LLC$40M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$18M
- AustralianSuper Pty Ltd$15M
- HRT FINANCIAL LP$12M
Largest adds
- BlackRock, Inc.$342M
- Berkshire Hathaway Inc$316M
- GOLDMAN SACHS GROUP INC$120M
- GREENHAVEN ASSOCIATES INC$102M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$86M
- Invesco Ltd.$83M
Largest trims
- NORGES BANK$90M
- FIRST TRUST ADVISORS LP$76M
- Qube Research & Technologies Ltd$46M
- UBS Group AG$44M
- AMERICAN CENTURY COMPANIES INC$41M
- River Road Asset Management, LLC$40M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. new | 18,345,964 | $1.7B | 8.2% | 2026-Q2 |
| Berkshire Hathaway Inc new | 13,111,741 | $1.2B | 5.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 13,021,553 | $1.2B | 5.8% | 2026-Q2 |
| GREENHAVEN ASSOCIATES INC new | 11,316,279 | $1.0B | 5.0% | 2026-Q2 |
| EAGLE CAPITAL MANAGEMENT LLC new | 10,686,983 | $967M | 4.8% | 2026-Q2 |
| STATE STREET CORP new | 10,427,376 | $944M | 4.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 9,547,076 | $864M | 4.2% | 2026-Q2 |
| Aristotle Capital Management, LLC new | 7,836,325 | $709M | 3.5% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE new | 6,683,066 | $605M | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC new | 5,832,989 | $526M | 2.6% | 2026-Q2 |
| ACR Alpine Capital Research, LLC new | 4,743,250 | $429M | 2.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 3,585,545 | $324M | 1.6% | 2026-Q2 |
| MORGAN STANLEY new | 3,542,372 | $321M | 1.6% | 2026-Q2 |
| Invesco Ltd. new | 3,494,717 | $316M | 1.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC new | 3,419,787 | $309M | 1.5% | 2026-Q2 |
| Capital World Investors new | 3,303,761 | $299M | 1.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 2,794,821 | $253M | 1.2% | 2026-Q2 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. new | 2,692,266 | $244M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 2,656,473 | $240M | 1.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 2,571,015 | $233M | 1.1% | 2026-Q2 |
| NORGES BANK new | 2,459,776 | $223M | 1.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP new | 2,422,176 | $219M | 1.1% | 2026-Q2 |
| Brave Warrior Advisors, LLC new | 2,373,177 | $215M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP new | 2,066,852 | $187M | 0.9% | 2026-Q2 |
| Smead Capital Management, Inc. new | 2,020,441 | $183M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 1,881,868 | $170M | 0.8% | 2026-Q2 |
| Sixth Street Partners Management Company, L.P. new | 1,881,868 | $170M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 1,812,326 | $165M | 0.8% | 2026-Q2 |
| FMR LLC new | 1,526,107 | $138M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 1,358,772 | $123M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 1,323,701 | $120M | 0.6% | 2026-Q2 |
| Tidal Investments LLC new | 1,309,456 | $118M | 0.6% | 2026-Q2 |
| Jupiter Topco LLC new | 1,296,787 | $117M | 0.6% | 2026-Q2 |
| Legal & General Group Plc new | 1,221,553 | $111M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO new | 1,190,851 | $108M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 1,113,026 | $101M | 0.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC new | 1,047,432 | $95M | 0.5% | 2026-Q2 |
| UBS Group AG new | 1,038,940 | $94M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp new | 1,007,014 | $91M | 0.4% | 2026-Q2 |
| Prana Capital Management, LP new | 955,302 | $86M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 954,256 | $86M | 0.4% | 2026-Q2 |
| AE Wealth Management LLC new | 860,770 | $78M | 0.4% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC new | 855,016 | $77M | 0.4% | 2026-Q2 |
| BARCLAYS PLC new | 754,078 | $68M | 0.3% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. new | 746,147 | $68M | 0.3% | 2026-Q2 |
| CITIGROUP INC new | 726,229 | $66M | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD new | 716,049 | $65M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 714,799 | $65M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ new | 662,751 | $60M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP new | 651,288 | $59M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 624,733 | $57M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 601,343 | $54M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC new | 594,448 | $54M | 0.3% | 2026-Q2 |
| Nuveen, LLC new | 586,991 | $53M | 0.3% | 2026-Q2 |
| TCW GROUP INC new | 579,010 | $52M | 0.3% | 2026-Q2 |
| Swiss National Bank new | 576,768 | $52M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO new | 567,395 | $51M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC new | 546,905 | $49M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. new | 546,731 | $49M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 544,150 | $49M | 0.2% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 533,157 | $48M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD new | 526,226 | $48M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. new | 522,590 | $47M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC new | 500,274 | $45M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC new | 463,686 | $42M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS new | 454,940 | $41M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 431,082 | $39M | 0.2% | 2026-Q2 |
| Rafferty Asset Management, LLC new | 424,580 | $38M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 398,435 | $36M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 391,910 | $35M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC new | 389,482 | $35M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 368,118 | $33M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 341,592 | $31M | 0.2% | 2026-Q2 |
| Nan Shan Life Insurance Co., Ltd. new | 328,000 | $30M | 0.1% | 2026-Q2 |
| Mariner, LLC new | 325,662 | $29M | 0.1% | 2026-Q2 |
| Prescott General Partners LLC new | 323,000 | $29M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC new | 322,139 | $29M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 318,182 | $29M | 0.1% | 2026-Q2 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA new | 317,481 | $29M | 0.1% | 2026-Q2 |
| ASSETMARK, INC new | 315,728 | $29M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System new | 313,266 | $28M | 0.1% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC new | 308,339 | $28M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM new | 307,067 | $28M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP new | 275,584 | $25M | 0.1% | 2026-Q2 |
| Pacific Heights Asset Management LLC new | 275,000 | $25M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. new | 285,400 | $25M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC new | 269,288 | $24M | 0.1% | 2026-Q2 |
| Creative Planning new | 261,878 | $24M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 260,167 | $24M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 259,608 | $23M | 0.1% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC new | 258,916 | $23M | 0.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP new | 248,679 | $23M | 0.1% | 2026-Q2 |
| ARMISTICE CAPITAL, LLC new | 221,444 | $20M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. new | 217,190 | $20M | 0.1% | 2026-Q2 |
| Cannell & Spears LLC new | 209,701 | $19M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC new | 200,110 | $18M | 0.1% | 2026-Q2 |
| Edgemoor Investment Advisors, Inc. new | 197,624 | $18M | 0.1% | 2026-Q2 |
| Freestone Grove Partners LP new | 196,944 | $18M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM new | 189,623 | $17M | 0.1% | 2026-Q2 |
| VANGUARD GROUP INC new | 24,497,589 | $2.5B | 12.4% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.