Lennar Corporation· LEN

🇺🇸 US · LargeSP500NYSE

Consumer Cyclical Residential Construction Website

Price: $79.70
Day: +1.71%
Mkt Cap: $19.79B
52W Range: $76.07 – $134.07
Volume: 8.60M
Beta: 1.40

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.8 / 5 (Bullish), from 2 of 3 components
Institutions Q2 2026: 991 institutions hold; 513 added, 309 reduced

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Lennar Corporation

LEN|Consumer Cyclical|Residential Construction

Current price: $80

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2024

1.6x

vs own 6-quarter average

Seller breadth · Q2 2024

2 sellers

vs 2.0 avg per quarter

Institutional net breadth · Q2 2026

+207

634 adding vs 427 reducing

Institutional ownership · Q2 2026

88.5%

991 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

18.3M

+1.2%

BERKSHIRE HATHAWAY INC

13.1M

+30.8%

VANGUARD CAPITAL MANAGEMENT LLC

13.0M

+1.3%

GREENHAVEN ASSOCIATES INC

11.3M

+7.2%

EAGLE CAPITAL MANAGEMENT LLC

10.7M

-1.0%

STATE STREET CORP

10.4M

+4.7%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

228

94 buying228 unchanged99 selling

420 funds held LEN in Q2 2026, holding 76.3M shares between them, down 1.0% on the quarter.

Largest fund holders

VANGUARD INDEX FUNDS19.3M sh

iSHARES TRUST7.6M sh

SPDR S&P 500 ETF TRUST2.6M sh

Notable Insider Transactions, Q2 2024

Largest open-market purchases and sales by value in the last eight quarters

Sale · Oct 28

SONNENFELD JEFFREY

$3.1M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 18, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

LEN Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.8/5

Bullish

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

No data

Institutional Flow

50% weight

+48

Fund Flow

10% weight

Overall Smart Money sentiment of 3.8/5 (Bullish) based on a weighted combination of 2 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 18, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for LEN

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

No Data

No recent insider signal

Most recent insider filing was Q4 2024.

Notable Recent Transactions, LEN

Top 1 highest-value insider trades from the last 8 quarters

SONNENFELD JEFFREY

Director

Sell

17,500 shares at $175.13

≈42.5% of their stake at the time

Oct 28, 2024$3.06M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for LEN

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

88.5% institutional ownership

Slight accumulation: 634 adding vs 427 reducing

13F shares increased by 4.7%, a notable change

Momentum improving from prior quarter

+207

Net breadth

634 adding vs 427 reducing

Accumulating

1.48

Add / reduce ratio

in Q2 2026

New − closed

121 initiated, 118 exited

8 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+634 growing-427 shrinkingNet: +207

121

513

309

118

New (121)

Increased (513)

Reduced (309)

Closed (118)

Top Institutional Holders, LEN

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

18.3M

$1.7B

Ownership

7.56%

+1.2%

BERKSHIRE HATHAWAY INC

13.1M

$1.2B

Ownership

5.40%

+30.8%

VANGUARD CAPITAL MANAGEMENT LLC

13.0M

$1.2B

Ownership

5.37%

+1.3%

GREENHAVEN ASSOCIATES INC

11.3M

$1.0B

Ownership

4.66%

+7.2%

EAGLE CAPITAL MANAGEMENT LLC

10.7M

$967.1M

Ownership

4.41%

-1.0%

STATE STREET CORP

10.4M

$943.6M

Ownership

4.30%

+4.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

9.5M

$863.9M

Ownership

3.94%

+1.0%

ARISTOTLE CAPITAL MANAGEMENT, LLC

7.8M

$709.1M

Ownership

3.23%

-5.4%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 421 ETFs and mutual funds reporting

94 buying99 sellingNet: -5

228

Buying (94)

Unchanged (228)

Selling (99)

In total, funds bought 2.4M shares and sold 3.2M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

421 ETFs and mutual funds reporting

94 buying vs 99 selling (balanced)

Top Fund Holders, LEN

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

VANGUARD INDEX FUNDS

19.3M

Weight

3.71%

Jun 30, 2026Increased

iSHARES TRUST

7.6M

Weight

0.02%

Jun 30, 2026Increased

SPDR S&P 500 ETF TRUST

2.6M

Weight

5.91%

Jun 30, 2026Increased

VANGUARD FENWAY FUNDS

1.7M

Weight

7.46%

Jun 30, 2026No change

T. Rowe Price Value Fund, Inc.

1.6M

Weight

45.04%

Jun 30, 2026No change

SPDR SERIES TRUST

1.4M

Weight

0.00%

Jun 30, 2026Increased

VANGUARD INSTITUTIONAL INDEX FUNDS

1.3M

Weight

0.93%

Jun 30, 2026Decreased

SELECT SECTOR SPDR TRUST

1.2M

Weight

3.30%

Jun 30, 2026Increased

Lennar Corporation· LEN

Holdings Analysis

Insider Trading Activity

1.3Transaction History50Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings170Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History50Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings170Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights