LEN Lennar Corporation

NYSE
$88.74

Lennar Corporation (LEN) Institutional Ownership

What the institutions did with LEN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
497
filed both this quarter and last
Managers holding
430
-22 on the quarter
Buyers
196
45 opened new
Sellers
226
67 sold out entirely
Buyer share
46.5%
of managers who traded it
Breadth
-7.1
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
GREENHAVEN ASSOCIATES INC 13.1M 29.8%
GEODE CAPITAL MANAGEMENT, LLC 5.5M 12.5%
ACR Alpine Capital Research, LLC 5.4M 12.3%
DIMENSIONAL FUND ADVISORS LP 2.4M 5.6%
Smead Capital Management, Inc. 2.3M 5.2%
CITIGROUP INC 1.1M 2.6%
Bank of New York Mellon Corp 980.2K 2.2%
PRINCIPAL FINANCIAL GROUP INC 945.5K 2.2%
OPPENHEIMER ASSET MANAGEMENT INC. 833.1K 1.9%
DEUTSCHE BANK AG\ 751.5K 1.7%
BARCLAYS PLC 717.7K 1.6%
Sumitomo Mitsui Trust Group, Inc. 534.8K 1.2%
Mitsubishi UFJ Asset Management Co., Ltd. 528.5K 1.2%
Amundi 404.0K 0.9%
Ranmore Fund Management Ltd 384.9K 0.9%
Creative Planning 383.1K 0.9%
MACKENZIE FINANCIAL CORP 334.7K 0.8%
ASSETMARK, INC 323.4K 0.7%
SALEM INVESTMENT COUNSELORS INC 262.9K 0.6%
Pacific Heights Asset Management LLC 250.0K 0.6%
Russell Investments Group, Ltd. 198.2K 0.5%
Edgemoor Investment Advisors, Inc. 192.4K 0.4%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 192.3K 0.4%
PNC Financial Services Group, Inc. 191.1K 0.4%
US BANCORP \DE\ 190.8K 0.4%

Largest changes

Manager Action Previous Current Change
PRINCIPAL FINANCIAL GROUP INC Reduced 3.4M 945.5K -2.5M
GREENHAVEN ASSOCIATES INC Increased 11.3M 13.1M +1.7M
ACR Alpine Capital Research, LLC Increased 4.7M 5.4M +636.0K
CITIGROUP INC Increased 726.2K 1.1M +393.0K
Ranmore Fund Management Ltd New 0 384.9K +384.9K
GEODE CAPITAL MANAGEMENT, LLC Reduced 5.8M 5.5M -338.6K
Smead Capital Management, Inc. Increased 2.0M 2.3M +264.3K
Sterling Capital Management LLC Reduced 152.1K 5.8K -146.2K
Creative Planning Increased 261.9K 383.1K +121.2K
TRUIST FINANCIAL CORP Reduced 259.6K 139.7K -119.9K
DEUTSCHE BANK AG\ Increased 662.8K 751.5K +88.8K
OPPENHEIMER ASSET MANAGEMENT INC. Increased 746.1K 833.1K +86.9K
MACKENZIE FINANCIAL CORP Increased 248.7K 334.7K +86.0K
DekaBank Deutsche Girozentrale Reduced 116.9K 49.0K -67.9K
Jefferies Financial Group Inc. Reduced 80.0K 15.1K -64.9K
Russell Investments Group, Ltd. Reduced 260.2K 198.2K -62.0K
Badgley Phelps Wealth Managers, LLC Reduced 63.1K 3.2K -59.9K
ABC ARBITRAGE SA Sold Out 58.1K 0 -58.1K
NATIXIS Reduced 156.0K 101.8K -54.2K
Swiss Life Asset Management Ltd Increased 26.0K 77.8K +51.9K
CUTLER INVESTMENT COUNSEL LLC Sold Out 41.4K 0 -41.4K
Howard Capital Management Inc. Sold Out 41.3K 0 -41.3K
BARCLAYS PLC Reduced 754.1K 717.7K -36.4K
DAVENPORT & Co LLC Sold Out 36.3K 0 -36.3K
Catherine Avery Investment Management LLC Reduced 61.5K 28.6K -32.9K
Fideuram Asset Management (Ireland) dac Increased 7.4K 39.9K +32.5K
US BANCORP \DE\ Increased 159.3K 190.8K +31.5K
Concurrent Investment Advisors, LLC Increased 89.2K 119.3K +30.1K
Merit Financial Group, LLC Increased 15.0K 41.8K +26.9K
Bank of New York Mellon Corp Reduced 1.0M 980.2K -26.8K
Sava Infond d.o.o. Increased 12.7K 39.3K +26.7K
DIMENSIONAL FUND ADVISORS LP Increased 2.4M 2.4M +26.3K
Fulcrum Asset Management LLP Increased 9.7K 35.8K +26.1K
Knights of Columbus Asset Advisors LLC Sold Out 25.1K 0 -25.1K
Pacific Heights Asset Management LLC Reduced 275.0K 250.0K -25.0K
Amundi Increased 379.6K 404.0K +24.4K
STEINBERG ASSET MANAGEMENT LLC New 0 23.4K +23.4K
Pinnacle Wealth Planning Services, Inc. Increased 426 21.4K +21.0K
Atria Investments, Inc Increased 151.5K 171.7K +20.2K
IMC-Chicago, LLC New 0 19.7K +19.7K
Coronation Fund Managers Ltd. Sold Out 19.3K 0 -19.3K
Cambridge Investment Research Advisors, Inc. Reduced 36.7K 19.1K -17.6K
Swedbank AB Reduced 25.1K 9.6K -15.5K
ASR Vermogensbeheer N.V. Sold Out 15.2K 0 -15.2K
ELEMENT POINTE ADVISORS, LLC Increased 5.2K 20.2K +15.0K
Vision Capital Management, Inc. Increased 5.8K 19.6K +13.8K
SIERRA SUMMIT ADVISORS LLC Sold Out 13.2K 0 -13.2K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Increased 75.2K 88.0K +12.9K
Sumitomo Mitsui Trust Group, Inc. Reduced 546.7K 534.8K -11.9K
Econ Financial Services Corp New 0 11.8K +11.8K
North Dakota State Investment Board Increased 6.1K 17.4K +11.3K
Vontobel Holding Ltd. Increased 11.9K 23.2K +11.2K
INVESTMENT HOUSE LLC Increased 6.7K 17.5K +10.8K
RFG Advisory, LLC New 0 10.5K +10.5K
IFM Investors Pty Ltd Increased 38.4K 48.9K +10.5K
McKinney Capital Management, LLC Sold Out 10.4K 0 -10.4K
Robeco Institutional Asset Management B.V. Reduced 51.7K 41.4K -10.3K
FIRST CITIZENS BANK & TRUST CO New 0 10.3K +10.3K
PINNACLE ASSOCIATES LTD Reduced 35.2K 25.5K -9.7K
Sage Investment Counsel LLC Reduced 15.2K 5.9K -9.3K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.