Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership1,295,680 shares
Latest Disclosed Value $ 112,516,842
Envestnet Asset Management Inc reports 44.94% increase in ownership of LEN / Lennar Corporation

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 1,295,680 shares of Lennar Corporation (MX:LEN) valued at $112,516,842 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 893,943 shares of Lennar Corporation. This represents a change in shares of 44.94% 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)
2026-05-04 2026-03-31 13F LENNAR CL A 526057104 1,295,680 401,737 44.94 112,517 22.44 0.0301
2026-02-10 2025-12-31 13F LENNAR CL A 526057104 893,943 -260,949 -22.60 91,897 -36.87 0.0273
2025-11-05 2025-09-30 13F LENNAR CL A 526057104 1,154,892 77,708 7.21 145,563 22.17 0.0419
2025-08-01 2025-06-30 13F LENNAR CL A 526057104 1,077,184 238,099 28.38 119,147 23.71 0.0348
2025-04-29 2025-03-31 13F LENNAR CL A 526057104 839,085 147,973 21.41 96,310 2.19 0.0311
2025-02-13 2024-12-31 13F LENNAR CL A 526057104 691,112 -17,652 -2.49 94,247 -29.07 0.0303
2024-11-07 2024-09-30 13F LENNAR CL A 526057104 708,764 -41,058 -5.48 132,879 18.25 0.0429
2024-08-08 2024-06-30 13F LENNAR CL A 526057104 749,822 -6,915 -0.91 112,376 -13.65 0.0392
2024-05-13 2024-03-31 13F LENNAR CL A 526057104 756,737 -55,548 -6.84 130,144 7.50 0.0486
2024-02-13 2023-12-31 13F LENNAR CL A 526057104 812,285 -3,694 -0.45 121,063 32.20 0.0501
2023-11-13 2023-09-30 13F LENNAR CL A 526057104 815,979 56,332 7.42 91,577 -3.80 0.0419
2023-08-04 2023-06-30 13F LENNAR CL A 526057104 759,647 -3,694,286 -82.94 95,191 13.14 0.0422
2023-05-11 2023-03-31 13F LENNAR CL A 526057104 4,453,933 3,644,457 450.22 84,133 14.85 0.0404
2023-02-07 2022-12-31 13F LENNAR CL A 526057104 809,476 31,021 3.98 73,258 26.23 0.0379
2022-11-10 2022-09-30 13F LENNAR CL A 526057104 778,455 102,692 15.20 58,034 21.69 0.0331
2022-08-03 2022-06-30 13F LENNAR CL A 526057104 675,763 176,741 35.42 47,689 17.73 0.0267
2022-05-04 2022-03-31 13F LENNAR CL A 526057104 499,022 -11,296 -2.21 40,506 -31.67 0.0204
2022-02-04 2021-12-31 13F LENNAR CL A 526057104 510,318 14,213 2.86 59,278 27.55 0.0293
2021-10-07 2021-09-30 13F LENNAR CL A 526057104 496,105 -13,610 -2.67 46,475 -8.22 0.0255
2021-08-04 2021-06-30 13F LENNAR CL A 526057104 509,715 -28,104 -5.23 50,640 -6.99 0.0288
2021-05-04 2021-03-31 13F LENNAR CL A 526057104 537,819 238,266 79.54 54,443 138.42 0.0354
2021-02-02 2020-12-31 13F LENNAR CL A 526057104 299,553 -73,345 -19.67 22,835 -25.03 0.0172
2020-10-09 2020-09-30 13F LENNAR CL A 526057104 372,898 92,239 32.87 30,458 76.12 0.0270
2020-07-08 2020-06-30 13F LENNAR CL A 526057104 280,659 102,576 57.60 17,294 154.21 0.0169
2020-04-23 2020-03-31 13F LENNAR CL A 526057104 178,083 -40,797 -18.64 6,803 -44.29 0.0081
2020-02-11 2019-12-31 13F LENNAR CL A 526057104 218,880 19,242 9.64 12,211 9.52 0.0129
2019-10-17 2019-09-30 13F LENNAR CL A 526057104 199,638 10,361 5.47 11,150 21.57 0.0122
2019-08-02 2019-06-30 13F LENNAR CL A 526057104 189,277 8,265 4.57 9,172 3.22 0.0116
2019-05-10 2019-03-31 13F LENNAR CL A 526057104 181,012 21,568 13.53 8,886 42.36 0.0122
2019-02-12 2018-12-31 13F LENNAR CL A 526057104 159,444 159,444 6,242 0.0097
2018-11-14 2018-09-30 13F LENNAR CL A 526057104 0 -82,156 -100.00 0 -100.00
2018-08-10 2018-06-30 13F LENNAR CL A 526057104 82,156 4,100 5.25 4,313 -6.12 0.0098
2018-05-09 2018-03-31 13F LENNAR CL A 526057104 78,056 -39,881 -33.82 4,594 -38.41 0.0130
2018-02-20 2017-12-31 13F LENNAR CL A 526057104 117,937 -32,058 -21.37 7,459 -5.80 0.0166
2017-11-13 2017-09-30 13F LENNAR CL A 526057104 149,995 26,082 21.05 7,918 19.88 0.0189
2017-08-14 2017-06-30 13F LENNAR CL A 526057104 123,913 11,347 10.08 6,605 14.61 0.0183
2017-05-09 2017-03-31 13F LENNAR CL A 526057104 112,566 12,656 12.67 5,763 34.30 0.0184
2017-02-14 2016-12-31 13F LENNAR CL A 526057104 99,910 -3,401 -3.29 4,291 -1.90 0.0156
2016-11-14 2016-09-30 13F LENNAR CL A 526057104 103,311 -24,121 -18.93 4,374 -25.55 0.0169
2016-08-15 2016-06-30 13F LENNAR CL A 526057104 127,432 8,091 6.78 5,875 1.80 0.0234
2016-05-16 2016-03-31 13F LENNAR CL A 526057104 119,341 26,973 29.20 5,771 27.73 0.0249
2016-02-16 2015-12-31 13F LENNAR CL A 526057104 92,368 8,685 10.38 4,518 12.16 0.0205
2015-11-13 2015-09-30 13F LENNAR CL A 526057104 83,683 9,359 12.59 4,028 6.20 0.0200
2015-08-13 2015-06-30 13F LENNAR CL A 526057104 74,324 14,479 24.19 3,793 22.32 0.0180
2015-05-15 2015-03-31 13F LENNAR CL A 526057104 59,845 59,096 7,889.99 3,101 9,020.59 0.0160
2015-02-12 2014-12-31 13F Lennar COM 526057104 749 -1,149 -60.54 34 -54.05 0.0003
2014-11-13 2014-09-30 13F Lennar COM 526057104 1,898 1,894 47,350.00 74 0.0007
2014-08-14 2014-06-30 13F * LENNAR CL A 526057104 4 -71 -94.67 0 -100.00
2014-05-12 2014-03-31 13F Lennar COM 526057104 75 -82 -52.23 3 -50.00 0.0000
2014-02-12 2013-12-31 13F Lennar COM 526057104 157 -9 -5.42 6 0.00 0.0001
2013-11-12 2013-09-30 13F Lennar COM 526057104 166 9 5.73 6 0.00 0.0001
2013-08-09 2013-06-30 13F Lennar COM 526057104 157 157 6 0.0001
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.