$LEN

$83.98 -$0.94 (1.11%) Close

$LEN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 237.8M shares outstanding

Who owns LEN?

By type of holder

Institutions 92.6% Insiders 0.0% Everyone else 7.4%

Concentration Top 10 holders own 46.0%

BlackRock, Inc. 7.9% · Vanguard Capital Management LLC 5.9%

Institutional ownership

92.6%

+3.5 pts vs last qtr

Institutional holders

961

+1 vs last qtr

Net shares bought

+8.3M

by institutions in Q2 2026

New / sold out

121 / 120

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Berkshire Hathaway Inc +3.1M
Norges Bank NEW +2.7M

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −2.5M
First Trust Advisors LP −893.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$6.77M

1 notice from 1 person

Shares covered

58.0K

0.02% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jaffe Jonathan M Former affiliate $6.77M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2015–FY2024

+15.5%

+1.62% a year

Each share's claim on the business

−13.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$7.12B vs $1.08B

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years75% 3–5 years9% 1–3 years11% Under 1 year5%

Quarterly turnover

8.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting LEN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	18.7M	7.85%	+91.2K (+0.5%)	≤2021	0.0%
Shares held by quarter Peak holding25.3M (Q4'24) Change over 8 quarters−6.3M Share of the company7.850% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	14.0M	5.90%	−1.1K (−0.0%)	≤2021	0.0%
Shares held by quarter Peak holding14.0M (Q1'26) Change over 8 quarters+14.0M Share of the company5.900% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

18.7M

% of company

7.85%

Change vs last qtr

+91.2K (+0.5%)

Held since

≤2021

Vanguard Capital Management LLC

14.0M

% of company

5.90%

Change vs last qtr

−1.1K (−0.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Lennar Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LEN on Form N-PORT; together they hold 31.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$614M	6.8M	2.86%	0.03%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$505M	5.6M	2.35%	0.03%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$614M

% of company

2.86%

% of the fund

0.03%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$505M

% of company

2.35%

% of the fund

0.03%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Lennar Corporation and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GF Gabelli Funds LLC 5%+ holder 13D · 3.6%	1.1M	0.48%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company0.480% Disclosed stake13D · 3.6% View the 13D/G filing →
GA GAMCO Asset Management Inc. 5%+ holder 13D · 1.5%	454.7K	0.19%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company0.190% Disclosed stake13D · 1.5% View the 13D/G filing →

Gabelli Funds LLC

5%+ holder13D · 3.6%

1.1M

% of company

0.48%

Change vs last qtr

—

Held since

—

GAMCO Asset Management Inc.

5%+ holder13D · 1.5%

454.7K

% of company

0.19%

Change vs last qtr

—

Held since

—

2 more holders behind a free account

See every insider and 5%+ holder of Lennar Corporation.

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