Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionComerica Bank
Latest Disclosed Ownership37,189 shares
Latest Disclosed Value $ 3,823,013
Comerica Bank reports 17.00% decrease in ownership of LEN / Lennar Corporation

On January 29, 2026 - Comerica Bank filed a 13F-HR form disclosing ownership of 37,189 shares of Lennar Corporation (MX:LEN) valued at $3,823,013 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 44,804 shares of Lennar Corporation. This represents a change in shares of -17.00% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-01-29 2025-12-31 13F LENNAR CL A 526057104 37,189 -7,615 -17.00 3,823 -32.30 0.0153
2025-11-14 2025-09-30 13F LENNAR CL A 526057104 44,804 -437 -0.97 5,647 12.85 0.0212
2025-08-14 2025-06-30 13F LENNAR CL A 526057104 45,241 -985 -2.13 5,004 -5.67 0.0194
2025-05-14 2025-03-31 13F LENNAR CL A 526057104 46,226 -3,724 -7.46 5,306 -22.11 0.0223
2025-02-14 2024-12-31 13F/A-1 LENNAR CL A 526057104 49,950 -5,820 -10.44 6,812 -34.85 0.0275
2025-02-14 2024-12-31 13F LENNAR CL A 526057104 49,950 -5,820 6,812 0.0228
2024-11-14 2024-09-30 13F LENNAR CL A 526057104 55,770 -16,827 -23.18 10,456 -3.91 0.0414
2024-08-15 2024-06-30 13F LENNAR CORP CL A COMMON 526057104 72,597 6,155 9.26 10,880 -4.78 0.0453
2024-05-16 2024-03-31 13F LENNAR CORP CL A COMMON 526057104 66,442 -2,760 -3.99 11,427 10.79 0.0492
2024-02-14 2023-12-31 13F LENNAR CORP CL A COMMON 526057104 69,202 461 0.67 10,314 33.69 0.0475
2023-11-21 2023-09-30 13F LENNAR COMMON 526057104 68,741 35,886 109.23 7,715 0.0402
2023-08-22 2023-06-30 13F LENNAR CORP CL A EQU 526057104 32,855 -1,838 -5.30 0 -100.00 0.0004
2023-01-26 2022-12-31 13F LENNAR CORP CL A COM 526057104 34,693 153 0.44 3 -99.88 0.0266
2022-10-28 2022-09-30 13F LENNAR CORP CL A COM 526057104 34,540 -16,750 -32.66 2,571 -36.83 0.0217
2022-08-02 2022-06-30 13F LENNAR CORP CL A COM 526057104 51,290 -961 -1.84 4,070 -2.40 0.0334
2022-04-27 2022-03-31 13F LENNAR CORP CL A COM 526057104 52,251 2,299 4.60 4,170 -14.78 0.0303
2022-02-18 2021-12-31 13F LENNAR CORP CL A COM 526057104 49,952 2,848 6.05 4,893 3.36 0.0360
2021-11-22 2021-09-30 13F LENNAR CORP CL A COM 526057104 47,104 -11,902 -20.17 4,734 -22.70 0.0285
2021-08-26 2021-06-30 13F LENNAR CORP CL A COM 526057104 59,006 -3,549 -5.67 6,124 -3.89 0.0366
2021-04-28 2021-03-31 13F LENNAR CORP CL A COM 526057104 62,555 -2,690 -4.12 6,372 15.41 0.0380
2021-01-28 2020-12-31 13F LENNAR CORP CL A COM 526057104 65,245 -84 -0.13 5,521 7.98 0.0350
2020-10-30 2020-09-30 13F LENNAR CORP CL A COM 526057104 65,329 8,420 14.80 5,113 26.65 0.0371
2020-07-31 2020-06-30 13F LENNAR CORP CL A COM 526057104 56,909 963 1.72 4,037 68.28 0.0311
2020-05-01 2020-03-31 13F LENNAR CORP CL A COM 526057104 55,946 -527 -0.93 2,399 -36.84 0.0220
2020-02-07 2019-12-31 13F LENNAR CORP CL A COM 526057104 56,473 -3,019 -5.07 3,798 3.01 0.0288
2019-10-31 2019-09-30 13F LENNAR CORP CL A COM 526057104 59,492 -157 -0.26 3,687 32.01 0.0291
2019-08-02 2019-06-30 13F LENNAR CORP CL A COM 526057104 59,649 1,506 2.59 2,793 -5.51 0.0224
2019-05-02 2019-03-31 13F LENNAR CORP CL A COM 526057104 58,143 2,616 4.71 2,956 15.88 0.0240
2019-02-06 2018-12-31 13F LENNAR CORP CL A COM 526057104 55,527 -240 -0.43 2,551 12.38 0.0217
2018-11-01 2018-09-30 13F LENNAR CORP CL A COM 526057104 55,767 -11,653 -17.28 2,270 -39.39 0.0183
2018-08-01 2018-06-30 13F LENNAR CORP CL A COM 526057104 67,420 535 0.80 3,745 0.67 0.0262
2018-05-01 2018-03-31 13F LENNAR CORP CL A COM 526057104 66,885 14,653 28.05 3,720 0.51 0.0266
2018-02-02 2017-12-31 13F LENNAR CORP CL A COM 526057104 52,232 1,556 3.07 3,701 31.15 0.0247
2017-11-06 2017-09-30 13F LENNAR CORP CL A COM 526057104 50,676 1,099 2.22 2,822 7.63 0.0204
2017-08-03 2017-06-30 13F LENNAR CORP CL A COM 526057104 49,577 885 1.82 2,622 5.34 0.0196
2017-05-03 2017-03-31 13F LENNAR CORP CL A COM 526057104 48,692 1,235 2.60 2,489 17.96 0.0189
2017-02-08 2016-12-31 13F LENNAR CORP CL A COM 526057104 47,457 1,080 2.33 2,110 -2.85 0.0167
2016-08-11 2016-06-30 13F LENNAR CORP CL A COM 526057104 46,377 -28 -0.06 2,172 -2.34 0.0188
2016-05-11 2016-03-31 13F LENNAR CORP CL A COM 526057104 46,405 869 1.91 2,224 15.95 0.0199
2016-02-05 2015-12-31 13F LENNAR CORP CL A COM 526057104 45,536 165 0.36 1,918 -12.18 0.0188
2015-11-12 2015-09-30 13F LENNAR CORP CL A COM 526057104 45,371 -48,437 -51.63 2,184 -54.39 0.0207
2015-08-13 2015-06-30 13F LENNAR CORP CL A COM 526057104 93,808 44,694 91.00 4,788 88.13 0.0206
2015-05-15 2015-03-31 13F LENNAR CORP CL A COM 526057104 49,114 -50,708 -50.80 2,545 -43.12 0.0216
2015-02-13 2014-12-31 13F LENNAR CORP CL A COM 526057104 99,822 50,644 102.98 4,474 134.24 0.0193
2014-10-21 2014-09-30 13F LENNAR CORP CL A COM 526057104 49,178 -4,675 -8.68 1,910 -15.52 0.0169
2014-08-12 2014-06-30 13F LENNAR CORP CL A COM 526057104 53,853 -12,848 -19.26 2,261 -14.45 0.0192
2014-05-15 2014-03-31 13F LENNAR CORP CL A COM 526057104 66,701 1,933 2.98 2,643 3.16 0.0202
2014-02-11 2013-12-31 13F LENNAR CORP CL A COM 526057104 64,768 -10,229 -13.64 2,562 -3.50 0.0199
2013-11-12 2013-09-30 13F LENNAR CORP CL A COM 526057104 74,997 3,414 4.77 2,655 2.91 0.0185
2013-08-13 2013-06-30 13F/A-1 LENNAR CORP CL A COM 526057104 71,583 71,583 2,580 0.0210
2013-08-08 2013-06-30 13F LENNAR CORP CL A COM 526057104 424,810 15,312
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.