Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionGlenmede Trust Co Na
Latest Disclosed Ownership68,296 shares
Latest Disclosed Value $ 7,020,828
Glenmede Trust Co Na reports 12.90% increase in ownership of LEN / Lennar Corporation

On February 17, 2026 - Glenmede Trust Co Na filed a 13F-HR form disclosing ownership of 68,296 shares of Lennar Corporation (MX:LEN) valued at $7,020,828 USD as of December 31, 2025. The entity filed a previous 13F-HR on May 15, 2025 disclosing 60,492 shares of Lennar Corporation. This represents a change in shares of 12.90% 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)
2026-02-17 2025-12-31 13F LENNAR CL A 526057104 68,296 7,804 12.90 7,021 1.11 0.0151
2025-05-15 2025-03-31 13F LENNAR CL A 526057104 60,492 37,845 167.11 6,943 124.84 0.0373
2025-02-14 2024-12-31 13F LENNAR CL A 526057104 22,647 -89,380 -79.78 3,088 -85.30 0.0158
2024-11-13 2024-09-30 13F LENNAR CL A 526057104 112,027 -3,199 -2.78 21,003 21.62 0.1004
2024-08-14 2024-06-30 13F LENNAR CL A 526057104 115,226 -3,535 -2.98 17,269 -15.45 0.0876
2024-05-15 2024-03-31 13F LENNAR CL A 526057104 118,761 -247,262 -67.55 20,425 -62.56 0.1024
2024-02-13 2023-12-31 13F LENNAR CL A 526057104 366,023 -119,037 -24.54 54,552 0.21 0.2831
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 485,060 49,776 11.44 54,438 18.98 0.3112
2023-08-14 2023-06-30 13F LENNAR CL A 526057104 435,284 -156 -0.04 45,753 -0.04 0.2597
2023-05-15 2023-03-31 13F LENNAR CL A 526057104 435,440 -43,546 -9.09 45,769 5.59 0.2598
2023-02-14 2022-12-31 13F LENNAR CL A 526057104 478,986 -79,022 -14.16 43,348 4.21 0.2542
2022-11-16 2022-09-30 13F LENNAR CL A 526057104 558,008 -18,133 -3.15 41,598 2.31 0.2622
2022-08-15 2022-06-30 13F LENNAR CL A 526057104 576,141 -91,297 -13.68 40,657 -24.95 0.2383
2022-05-16 2022-03-31 13F LENNAR CL A 526057104 667,438 -11,189 -1.65 54,174 -31.28 0.2660
2022-02-15 2021-12-31 13F LENNAR CL A 526057104 678,627 -2,405 -0.35 78,828 23.56 0.3744
2021-11-15 2021-09-30 13F LENNAR CL A 526057104 681,032 -2,343 -0.34 63,798 -6.03 0.3305
2021-08-16 2021-06-30 13F LENNAR CL A 526057104 683,375 -76,917 -10.12 67,892 -11.79 0.3511
2021-05-18 2021-03-31 13F LENNAR CL A 526057104 760,292 -61,343 -7.47 76,962 22.88 0.4148
2021-02-16 2020-12-31 13F LENNAR CL A 526057104 821,635 -28,083 -3.30 62,631 -9.76 0.3445
2020-11-16 2020-09-30 13F LENNAR CL A 526057104 849,718 -345,984 -28.94 69,404 -5.80 0.4159
2020-08-14 2020-06-30 13F LENNAR CL A 526057104 1,195,702 1,194,552 103,874.09 73,677 115,020.31 0.4504
2020-05-20 2020-03-31 13F LENNAR COMMON 526057104 1,150 0 0.00 64 0.00 0.0003
2020-02-12 2019-12-31 13F LENNAR COMMON 526057104 1,150 0 0.00 64 0.00 0.0003
2019-11-14 2019-09-30 13F LENNAR COMMON 526057104 1,150 -125 -9.80 64 4.92 0.0003
2019-08-13 2019-06-30 13F LENNAR COMMON 526057104 1,275 -275 -17.74 61 -19.74 0.0003
2019-05-14 2019-03-31 13F LENNAR COMMON 526057104 1,550 5 0.32 76 26.67 0.0003
2019-02-14 2018-12-31 13F LENNAR COMMON 526057104 1,545 1,545 60 0.0003
2018-11-15 2018-09-30 13F LENNAR COMMON 526057104 0 -1,115 -100.00 0 -100.00
2018-11-05 2018-06-30 13F/A-1 LENNAR COMMON 526057104 1,115 -1,731 -60.82 59 -67.04 0.0003
2018-08-15 2018-06-30 13F LENNAR COMMON 526057104 1,115 -1,731 59
2018-05-15 2018-03-31 13F LENNAR COMMON 526057104 2,846 0 0.00 179 0.00 0.0007
2018-02-15 2017-12-31 13F LENNAR COMMON 526057104 2,846 1,692 146.62 179 198.33 0.0007
2017-11-14 2017-09-30 13F LENNAR COMMON 526057104 1,154 -6,869 -85.62 60 -85.33 0.0003
2017-08-14 2017-06-30 13F LENNAR COMMON 526057104 8,023 0 0.00 409 0.00 0.0020
2017-05-16 2017-03-31 13F/A-1 LENNAR COMMON 526057104 8,023 -18,559 -69.82 409 -64.12 0.0020
2017-05-15 2017-03-31 13F LENNAR COMMON 526057104 26,582 1,140
2017-02-14 2016-12-31 13F LENNAR COMMON 526057104 26,582 25,442 2,231.75 1,140 2,135.29 0.0062
2016-11-14 2016-09-30 13F LENNAR COMMON 526057104 1,140 0 0.00 51 0.00 0.0003
2016-08-05 2016-06-30 13F LENNAR COMMON 526057104 1,140 640 128.00 51 112.50 0.0003
2016-04-28 2016-03-31 13F/A-1 LENNAR COMMON 526057104 500 -675 -57.45 24 -57.89 0.0002
2016-04-26 2016-03-31 13F LENNAR COMMON 526057104 500 24
2016-02-11 2015-12-31 13F LENNAR COMMON 526057104 1,175 275 30.56 57 32.56 0.0004
2015-11-12 2015-09-30 13F LENNAR COMMON 526057104 900 0 0.00 43 -4.44 0.0003
2015-07-22 2015-06-30 13F LENNAR COMMON 526057104 900 -2,020 -69.18 45 -70.00 0.0003
2015-04-29 2015-03-31 13F LENNAR COMMON 526057104 2,920 -20 -0.68 150 14.50 0.0011
2015-02-06 2014-12-31 13F LENNAR COMMON 526057104 2,940 60 2.08 131 18.02 0.0010
2014-11-14 2014-09-30 13F LENNAR COMMON 526057104 2,880 -150 -4.95 111 -11.90 0.0014
2014-08-13 2014-06-30 13F LENNAR COMMON 526057104 3,030 860 39.63 126 48.24 0.0017
2014-05-07 2014-03-31 13F LENNAR COMMON 526057104 2,170 1,960 933.33 85 962.50 0.0010
2014-01-31 2013-12-31 13F LENNAR COMMON 526057104 210 -40,175 -99.48 8 -99.44 0.0001
2015-02-06 2013-09-30 13F/A-1 LENNAR COMMON 526057104 40,385 40,385 1,429 0.0951
2013-11-14 2013-09-30 13F LENNAR COMMON 526057104 52,846 1,870 0.0277
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.