Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionNorthwestern Mutual Wealth Management Co
Latest Disclosed Ownership9,641 shares
Latest Disclosed Value $ 837,225
Northwestern Mutual Wealth Management Co reports 20.11% increase in ownership of LEN / Lennar Corporation

On May 7, 2026 - Northwestern Mutual Wealth Management Co filed a 13F-HR form disclosing ownership of 9,641 shares of Lennar Corporation (MX:LEN) valued at $837,225 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 8,027 shares of Lennar Corporation. This represents a change in shares of 20.11% 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)
2026-05-07 2026-03-31 13F LENNAR CL A 526057104 9,641 1,614 20.11 837 1.45 0.0005
2026-02-10 2025-12-31 13F/A-1 LENNAR CL A 526057104 8,027 -291 -3.50 825 -21.28 0.0005
2026-02-05 2025-12-31 13F LENNAR CL A 526057104 49,629 41,311 2,460 0.0016
2025-11-14 2025-09-30 13F LENNAR CL A 526057104 8,318 869 11.67 1,048 27.34 0.0007
2025-08-13 2025-06-30 13F LENNAR CL A 526057104 7,449 -2,253 -23.22 824 -26.06 0.0006
2025-05-14 2025-03-31 13F LENNAR CL A 526057104 9,702 930 10.60 1,114 -6.94 0.0009
2025-02-11 2024-12-31 13F LENNAR CL A 526057104 8,772 726 9.02 1,196 -20.69 0.0010
2024-11-12 2024-09-30 13F LENNAR CL A 526057104 8,046 -1,112 -12.14 1,508 9.91 0.0013
2024-08-16 2024-06-30 13F LENNAR CL A 526057104 9,158 -277 -2.94 1,372 -15.41 0.0014
2024-05-15 2024-03-31 13F LENNAR CL A 526057104 9,435 -109 -1.14 1,622 14.06 0.0017
2024-02-13 2023-12-31 13F LENNAR CL A 526057104 9,544 -307 -3.12 1,422 28.69 0.0016
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 9,851 -536 -5.16 1,105 -15.07 0.0014
2023-08-14 2023-06-30 13F LENNAR CL A 526057104 10,387 -1,751 -14.43 1,302 2.04 0.0017
2023-05-15 2023-03-31 13F LENNAR CL A 526057104 12,138 2,568 26.83 1,276 47.23 0.0018
2023-02-21 2022-12-31 13F LENNAR CL A 526057104 9,570 893 10.29 866 33.85 0.0013
2022-11-14 2022-09-30 13F LENNAR CL A 526057104 8,677 683 8.54 647 14.72 0.0011
2022-08-04 2022-06-30 13F LENNAR CL A 526057104 7,994 1,115 16.21 564 0.89 0.0010
2022-05-09 2022-03-31 13F LENNAR CL A 526057104 6,879 -336 -4.66 559 -33.29 0.0009
2022-02-03 2021-12-31 13F LENNAR CL A 526057104 7,215 550 8.25 838 33.87 0.0014
2021-11-15 2021-09-30 13F LENNAR CL A 526057104 6,665 1,083 19.40 626 12.79 0.0011
2021-08-13 2021-06-30 13F LENNAR CL A 526057104 5,582 1,274 29.57 555 27.29 0.0011
2021-05-14 2021-03-31 13F LENNAR CL A 526057104 4,308 274 6.79 436 41.56 0.0009
2021-02-12 2020-12-31 13F LENNAR CL A 526057104 4,034 802 24.81 308 16.67 0.0007
2020-11-13 2020-09-30 13F LENNAR CL A 526057104 3,232 228 7.59 264 42.70 0.0007
2020-08-14 2020-06-30 13F LENNAR CL A 526057104 3,004 454 17.80 185 90.72 0.0006
2020-05-08 2020-03-31 13F LENNAR CL A 526057104 2,550 -426 -14.31 97 -41.57 0.0004
2020-02-13 2019-12-31 13F LENNAR CL A 526057104 2,976 -766 -20.47 166 -20.57 0.0006
2019-11-12 2019-09-30 13F LENNAR CL A 526057104 3,742 1,936 107.20 209 137.50 0.0008
2019-08-12 2019-06-30 13F LENNAR CL A 526057104 1,806 1,346 292.61 88 282.61 0.0004
2019-05-10 2019-03-31 13F LENNAR CL A 526057104 460 -67 -12.71 23 9.52 0.0001
2019-02-12 2018-12-31 13F LENNAR CL A 526057104 527 -319 -37.71 21 -46.15 0.0001
2018-11-01 2018-09-30 13F LENNAR CL A 526057104 846 177 26.46 39 11.43 0.0002
2018-08-10 2018-06-30 13F LENNAR CL A 526057104 669 -114 -14.56 35 -25.53 0.0002
2018-05-14 2018-03-31 13F LENNAR CL A 526057104 783 491 168.15 47 161.11 0.0003
2018-01-31 2017-12-31 13F LENNAR CL A 526057104 292 -66 -18.44 18 -5.26 0.0001
2017-11-07 2017-09-30 13F LENNAR CL A 526057104 358 305 575.47 19 533.33 0.0001
2017-08-10 2017-06-30 13F LENNAR CL A 526057104 53 -4,500 -98.84 3 -98.71 0.0000
2017-05-09 2017-03-31 13F LENNAR CL A 526057104 4,553 3,968 678.29 233 832.00 0.0021
2017-02-15 2016-12-31 13F LENNAR CL A 526057104 585 -293 -33.37 25 -30.56 0.0003
2016-11-14 2016-09-30 13F LENNAR CL A 526057104 878 -16 -1.79 36 -12.20 0.0006
2016-08-29 2016-06-30 13F LENNAR CL A 526057104 894 170 23.48 41 17.14 0.0006
2016-05-16 2016-03-31 13F LENNAR CL A 526057104 724 135 22.92 35 25.00 0.0006
2016-02-16 2015-12-31 13F LENNAR CL A 526057104 589 106 21.95 28 21.74 0.0006
2015-11-16 2015-09-30 13F LENNAR CL A 526057104 483 -47 -8.87 23 -14.81 0.0005
2015-09-30 2015-06-30 13F/A-1 LENNAR CL A 526057104 530 -192 -26.59 27 -27.03 0.0007
2015-08-14 2015-06-30 13F LENNAR CL A 526057104 722 37
2015-05-15 2015-03-31 13F LENNAR CL A 526057104 722 429 146.42 37 184.62 0.0010
2015-02-13 2014-12-31 13F LENNAR CL A 526057104 293 -73 -19.95 13 -7.14 0.0004
2014-11-14 2014-09-30 13F LENNAR CL A 526057104 366 -57 -13.48 14 -22.22 0.0005
2014-08-05 2014-06-30 13F LENNAR CL A 526057104 423 314 288.07 18 350.00 0.0007
2014-02-14 2013-12-31 13F LENNAR CL A 526057104 109 109 -99.69 4 -99.68 0.0002
2013-11-14 2013-09-30 13F LENNAR CL A 526057104 0 -34,820 -100.00 0 -100.00
2013-08-14 2013-06-30 13F LENNAR CL A 526057104 34,820 34,820 1,255 0.0138
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.