Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership14,118 shares
Latest Disclosed Value $ 1,226,007
Baird Financial Group, Inc. reports 10.80% decrease in ownership of LEN / Lennar Corporation

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 14,118 shares of Lennar Corporation (MX:LEN) valued at $1,226,007 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 15,828 shares of Lennar Corporation. This represents a change in shares of -10.80% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F LENNAR CL A 526057104 14,118 -1,710 -10.80 1,226 -24.65 0.0010
2026-02-13 2025-12-31 13F LENNAR CORP CL A COMMON 526057104 15,828 -4,262 -21.21 1,627 -35.74 0.0025
2025-11-13 2025-09-30 13F LENNAR COMMON 526057104 20,090 -417 -2.03 2,532 11.64 0.0041
2025-08-13 2025-06-30 13F LENNAR CORP CL A COMMON 526057104 20,507 -2,397 -10.47 2,268 -13.70 0.0040
2025-05-15 2025-03-31 13F LENNAR CORP CL A COMMON 526057104 22,904 -18,454 -44.62 2,629 -53.40 0.0051
2025-02-14 2024-12-31 13F LENNAR COMMON 526057104 41,358 3,080 8.05 5,640 -21.42 0.0108
2024-11-14 2024-09-30 13F LENNAR COMMON 526057104 38,278 14,736 62.59 7,176 103.40 0.0139
2024-08-14 2024-06-30 13F LENNAR COMMON 526057104 23,542 2,028 9.43 3,528 -4.62 0.0073
2024-05-14 2024-03-31 13F LENNAR COMMON 526057104 21,514 2,689 14.28 3,700 31.87 0.0078
2024-02-14 2023-12-31 13F LENNAR COMMON 526057104 18,825 3,076 19.53 2,806 58.74 0.0064
2023-11-13 2023-09-30 13F LENNAR COMMON 526057104 15,749 1,496 10.50 1,768 -1.06 0.0048
2023-08-11 2023-06-30 13F LENNAR COMMON 526057104 14,253 3,191 28.85 1,786 53.70 0.0047
2023-05-15 2023-03-31 13F LENNAR COMMON 526057104 11,062 3,238 41.39 1,163 0.0029
2023-02-13 2022-12-31 13F LENNAR COMMON 526057104 7,824 -4,292 -35.42 1 -100.00 0.0019
2022-11-15 2022-09-30 13F LENNAR COMMON 526057104 12,116 -3,431 -22.07 903 -17.76 0.0027
2022-08-08 2022-06-30 13F LENNAR COMMON 526057104 15,547 -962 -5.83 1,098 -18.12 0.0030
2022-05-13 2022-03-31 13F LENNAR COMMON 526057104 16,509 -4,109 -19.93 1,341 -44.01 0.0033
2022-02-09 2021-12-31 13F LENNAR COMMON 526057104 20,618 8,749 73.71 2,395 115.38 0.0056
2021-11-12 2021-09-30 13F LENNAR COMMON 526057104 11,869 3,713 45.52 1,112 37.28 0.0028
2021-08-11 2021-06-30 13F LENNAR COMMON 526057104 8,156 399 5.14 810 3.18 0.0021
2021-05-13 2021-03-31 13F LENNAR COMMON 526057104 7,757 443 6.06 785 40.68 0.0022
2021-02-11 2020-12-31 13F LENNAR COMMON 526057104 7,314 3,448 89.19 558 76.58 0.0017
2020-11-12 2020-09-30 13F LENNAR COMMON 526057104 3,866 3,866 316 0.0011
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.