Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionSumitomo Mitsui Trust Holdings, Inc.
Latest Disclosed Ownership531,934 shares
Latest Disclosed Value $ 46,193,149
Sumitomo Mitsui Trust Holdings, Inc. reports 7.06% decrease in ownership of LEN / Lennar Corporation

On April 30, 2026 - Sumitomo Mitsui Trust Holdings, Inc. filed a 13F-HR form disclosing ownership of 531,934 shares of Lennar Corporation (MX:LEN) valued at $46,193,149 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 572,343 shares of Lennar Corporation. This represents a change in shares of -7.06% 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)
2026-04-30 2026-03-31 13F LENNAR CORP-A COM 526057104 531,934 -40,409 -7.06 46,193 -21.49 0.0299
2026-01-23 2025-12-31 13F LENNAR CORP-A COM 526057104 572,343 -62,054 -9.78 58,837 -26.42 0.0346
2025-10-27 2025-09-30 13F LENNAR CORP-A COM 526057104 634,397 -523 -0.08 79,959 13.86 0.0460
2025-07-31 2025-06-30 13F LENNAR CORP-A COM 526057104 634,920 21,701 3.54 70,229 -0.22 0.0438
2025-04-25 2025-03-31 13F LENNAR CORP-A COM 526057104 613,219 12,054 2.01 70,385 -14.14 0.0498
2025-01-28 2024-12-31 13F LENNAR CORP-A COM 526057104 601,165 -6,256 -1.03 81,981 -28.01 0.0553
2024-11-05 2024-09-30 13F LENNAR CORP-A COM 526057104 607,421 -47,836 -7.30 113,879 15.96 0.0789
2024-07-19 2024-06-30 13F LENNAR CORP-A COM 526057104 655,257 -56,563 -7.95 98,203 -19.78 0.0725
2024-04-19 2024-03-31 13F LENNAR CORP-A COM 526057104 711,820 -4,144 -0.58 122,419 14.72 0.0840
2024-01-30 2023-12-31 13F LENNAR CORP-A COM 526057104 715,964 -14,242 -1.95 106,707 30.21 0.0789
2023-10-30 2023-09-30 13F LENNAR CORP-A COM 526057104 730,206 -13,345 -1.79 81,951 -12.05 0.0673
2023-07-31 2023-06-30 13F LENNAR CORP-A COM 526057104 743,551 -106,561 -12.53 93,174 4.27 0.0726
2023-04-27 2023-03-31 13F LENNAR CORP-A COM 526057104 850,112 92,403 12.20 89,355 30.31 0.0666
2023-01-30 2022-12-31 13F LENNAR CORP-A COM 526057104 757,709 -10,538 -1.37 68,573 19.73 0.0543
2022-10-21 2022-09-30 13F LENNAR CORP-A COM 526057104 768,247 -13,403 -1.71 57,273 3.83 0.0471
2022-07-26 2022-06-30 13F LENNAR CORP-A COM 526057104 781,650 -50,461 -6.06 55,161 -18.33 0.0424
2022-04-27 2022-03-31 13F LENNAR CORP-A COM 526057104 832,111 41,578 5.26 67,542 -26.45 0.0450
2022-02-02 2021-12-31 13F LENNAR CORP-A COM 526057104 790,533 -17,378 -2.15 91,828 21.33 0.0558
2021-10-25 2021-09-30 13F LENNAR CORP-A COM 526057104 807,911 -43,713 -5.13 75,685 -10.55 0.0471
2021-08-02 2021-06-30 13F LENNAR CORP-A COM 526057104 851,624 -135,831 -13.76 84,609 -15.36 0.0500
2021-04-30 2021-03-31 13F LENNAR CORP-A COM 526057104 987,455 -24,084 -2.38 99,960 29.63 0.0625
2021-02-05 2020-12-31 13F LENNAR CORP-A COM 526057104 1,011,539 -128,835 -11.30 77,110 -17.22 0.0498
2020-10-30 2020-09-30 13F LENNAR CORP-A COM 526057104 1,140,374 -92,450 -7.50 93,146 22.85 0.0627
2020-07-27 2020-06-30 13F LENNAR CORP-A COM 526057104 1,232,824 76,303 6.60 75,822 71.62 0.0536
2020-04-27 2020-03-31 13F LENNAR CORP-A COM 526057104 1,156,521 -39,272 -3.28 44,179 -33.78 0.0380
2020-01-31 2019-12-31 13F LENNAR CORP-A COM 526057104 1,195,793 96,429 8.77 66,713 8.65 0.0524
2019-10-31 2019-09-30 13F LENNAR CORP-A COM 526057104 1,099,364 2,338 0.21 61,399 15.49 0.0533
2019-07-29 2019-06-30 13F LENNAR CORP-A COM 526057104 1,097,026 -26,202 -2.33 53,162 -3.59 0.0475
2019-05-08 2019-03-31 13F LENNAR CORP-A COM 526057104 1,123,228 2,904 0.26 55,139 24.82 0.0510
2019-02-06 2018-12-31 13F LENNAR CORP-A COM 526057104 1,120,324 208,855 22.91 44,174 3.80 0.0475
2018-11-07 2018-09-30 13F LENNAR CORP-A COM 526057104 911,469 23,347 2.63 42,556 -8.73 0.0457
2018-08-01 2018-06-30 13F LENNAR CORP-A COM 526057104 888,122 51,252 6.12 46,626 -5.47 0.0543
2018-05-01 2018-03-31 13F LENNAR CORP-A COM 526057104 836,870 254,323 43.66 49,325 33.89 0.0634
2018-02-06 2017-12-31 13F LENNAR CORP-A COM 526057104 582,547 7,776 1.35 36,840 21.39 0.0476
2017-11-07 2017-09-30 13F LENNAR CORP-A COM 526057104 574,771 -84,170 -12.77 30,348 -13.62 0.0428
2017-08-07 2017-06-30 13F LENNAR CORP-A COM 526057104 658,941 16,959 2.64 35,135 6.91 0.0515
2017-05-02 2017-03-31 13F LENNAR CORP-A COM 526057104 641,982 67,779 11.80 32,863 33.31 0.0508
2017-01-27 2016-12-31 13F LENNAR CORP-A COM 526057104 574,203 -6,464 -1.11 24,651 0.27 0.0402
2016-10-28 2016-09-30 13F LENNAR CORP-A COM 526057104 580,667 -3,038 -0.52 24,585 -8.64 0.0403
2016-07-29 2016-06-30 13F LENNAR CORP-A COM 526057104 583,705 3,253 0.56 26,909 -4.14 0.0463
2016-05-06 2016-03-31 13F LENNAR CORP-A COM 526057104 580,452 28,981 5.26 28,071 3.12 0.0491
2016-02-09 2015-12-31 13F LENNAR CORP-A COM 526057104 551,471 63,246 12.95 27,221 15.84 0.0487
2015-11-06 2015-09-30 13F LENNAR CORP-A COM 526057104 488,225 51,472 11.79 23,498 5.50 0.0455
2015-07-31 2015-06-30 13F Lennar COM 526057104 436,753 -3,028 -0.69 22,274 -2.24 0.0400
2015-05-08 2015-03-31 13F Lennar COM 526057104 439,781 439,781 0.00 22,785 0.0411
2015-02-04 2014-12-31 13F Lennar COM 526057104 0 -404,453 -100.00 0 -100.00
2014-11-07 2014-09-30 13F Lennar COM 526057104 404,453 -3,350 -0.82 15,705 -8.27 0.0315
2014-08-11 2014-06-30 13F Lennar COM 526057104 407,803 -9,253 -2.22 17,120 3.61 0.0351
2014-05-09 2014-03-31 13F Lennar COM 526057104 417,056 -15,510 -3.59 16,524 -3.90 0.0348
2014-02-14 2013-12-31 13F Lennar COM 526057104 432,566 -16,119 -3.59 17,194 8.38 0.0357
2013-11-07 2013-09-30 13F Lennar COM 526057104 448,685 5,345 1.21 15,864 -0.60 0.0343
2013-08-12 2013-06-30 13F Lennar COM 526057104 443,340 443,340 15,959 0.0362
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.