LENNAR CORP /NEW/ hedge fund holdings
LENNYSE$79.81-2.30 (-2.80%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
LEN · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-37.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 321 | 317 | $2.17B | $1.93B | 883 | Aug 14, 2025 |
| Q3 2025 | 344 | 274 | $2.28B | $2.74B | 933 | Nov 14, 2025 |
| Q4 2025 | 257 | 395 | $1.56B | $3.09B | 911 | Feb 14, 2026 |
| Q1 2026 | 336 | 328 | $1.72B | $1.33B | 885 | May 15, 2026 |
| Q2 2026 | 379 | 288 | $1.66B | $894M | 885 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
885 filersNew position
93$120M+1.32M sh
Increased
286$1.54B+17.1M sh
Reduced
194-$753M-8.32M sh
Out / sold
94-$141M-1.56M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc | Added 29.82% | +$273M | $1.19B | 0.40% | Aug 14, 2026 |
| First Trust Advisors LP | Reduce 76.54% | -$81.3M | $24.9M | 0.01% | Aug 11, 2026 |
| Greenhaven Associates Inc | Added 6.43% | +$61.9M | $1.02B | 11.82% | Jul 28, 2026 |
| Voloridge Investment Management, LLC | New Buy | +$49.5M | $49.5M | 0.21% | Aug 14, 2026 |
| ACR Alpine Capital Research, LLC | Added 12.61% | +$48.1M | $429M | 6.09% | Jul 29, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Added 3832.71% | +$47M | $48.2M | 0.07% | Aug 13, 2026 |
| Canada Pension Plan Investment Board | Added 3637.14% | +$46.3M | $47.6M | 0.03% | Aug 14, 2026 |
| Aristotle Capital Management, LLC | Reduce 6.11% | -$46.1M | $709M | 1.49% | Aug 14, 2026 |
| Quantinno Capital Management LP | Added 345.47% | +$45.7M | $58.9M | 0.07% | Aug 13, 2026 |
| Smead Capital Management, Inc. | Added 27.37% | +$39.3M | $183M | 3.92% | Aug 11, 2026 |
| National Pension Service | Reduce 95.74% | -$31.5M | $1.4M | 0.00% | Aug 13, 2026 |
| Nan Shan Life Insurance Co., Ltd. | Added 6292.52% | +$29.2M | $29.7M | 0.93% | Aug 14, 2026 |
| Caisse de depot et placement du Quebec | Reduce 71.38% | -$22.5M | $9.01M | 0.01% | Aug 14, 2026 |
| Freestone Grove Partners LP | New Buy | +$17.8M | $17.8M | 0.11% | Aug 14, 2026 |
| Eagle Capital Management LLC | Reduce 1.78% | -$17.5M | $967M | 2.95% | Aug 14, 2026 |
| AustralianSuper Pty Ltd | Sell 100% | -$14.7M | $0 | 0.00% | Aug 12, 2026 |
| Adage Capital Partners GP, L.L.C. | Sell 100% | -$12.4M | $0 | 0.00% | Aug 14, 2026 |
| DNB Asset Management AS | Added 308.03% | +$11.9M | $15.8M | 0.04% | Aug 11, 2026 |
| Ceredex Value Advisors LLC | Sell 100% | -$11.5M | $0 | 0.00% | Aug 11, 2026 |
| Argosy-Lionbridge Management, LLC | Reduce 79.27% | -$10.8M | $2.82M | 1.77% | Aug 14, 2026 |
| TCW Group Inc | Reduce 16.68% | -$10.5M | $52.4M | 0.35% | Aug 3, 2026 |
| Oppenheimer Asset Management Inc. | Added 18.30% | +$10.4M | $67.5M | 0.70% | Aug 3, 2026 |
| Vest Financial, LLC | Sell 100% | -$10.3M | $0 | 0.00% | Jul 24, 2026 |
| PFA Pension, Forsikringsaktieselskab | Sell 100% | -$10M | $0 | 0.00% | Aug 12, 2026 |
| Empowered Funds, LLC | Reduce 35.42% | -$9.93M | $18.1M | 0.10% | Aug 17, 2026 |
| Prana Capital Management, LP | Added 12.59% | +$9.67M | $86.4M | 2.62% | Aug 14, 2026 |
| Rafferty Asset Management, LLC | Added 32.52% | +$9.43M | $38.4M | 0.09% | Aug 14, 2026 |
| 683 Capital Management, LLC | Added 1900.00% | +$8.6M | $9.05M | 0.44% | Aug 14, 2026 |
| Capital Fund Management S.A. | Reduce 29.66% | -$8.29M | $19.7M | 0.09% | Aug 13, 2026 |
| Gotham Asset Management, LLC | Added 1353.58% | +$7.48M | $8.03M | 0.02% | Aug 14, 2026 |
| Jefferies Financial Group Inc. | New Buy | +$7.24M | $7.24M | 0.05% | Aug 17, 2026 |
| Lighthouse Investment Partners, LLC | Added 166.03% | +$6.78M | $10.9M | 0.30% | Aug 14, 2026 |
| Tidal Investments LLC | Added 6.04% | +$6.75M | $118M | 0.21% | Aug 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | Reduce 92.80% | -$5.7M | $442K | 0.02% | Jul 27, 2026 |
| OMERS ADMINISTRATION Corp | Reduce 82.08% | -$5.24M | $1.14M | 0.01% | Aug 13, 2026 |
| Farringdon Capital, Ltd. | Reduce 88.91% | -$4.81M | $600K | 0.30% | Aug 12, 2026 |
| Aberdeen Group plc | Reduce 73.21% | -$4.64M | $1.7M | 0.00% | Jul 31, 2026 |
| Blue Sparrow, LLC | New Buy | +$4.61M | $4.61M | 0.04% | Aug 14, 2026 |
| Opal Capital LLC | Sell 100% | -$4.61M | $0 | 0.00% | Aug 5, 2026 |
| Natixis | Added 45.94% | +$4.44M | $14.1M | 0.06% | Aug 13, 2026 |
| Numerai GP LLC | Added 502.25% | +$4.12M | $4.95M | 0.40% | Aug 14, 2026 |
| Bar Harbor Wealth Management | New Buy | +$4.1M | $4.1M | 0.22% | Jul 15, 2026 |
| Abc Arbitrage SA | Reduce 41.90% | -$3.79M | $5.26M | 0.57% | Jul 20, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 11.79% | +$3.74M | $35.5M | 0.02% | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 8.23% | +$3.6M | $47.3M | 0.03% | Aug 7, 2026 |
| Concurrent Investment Advisors, LLC | Added 77.10% | +$3.51M | $8.07M | 0.07% | Jul 27, 2026 |
| Tredje AP-fonden | Reduce 48.86% | -$3.34M | $3.49M | 0.02% | Aug 10, 2026 |
| Brave Warrior Advisors, LLC | Reduce 1.53% | -$3.34M | $215M | 4.68% | Aug 14, 2026 |
| Sophron Capital Management L.P. | Reduce 16.71% | -$3.09M | $15.4M | 4.77% | Aug 14, 2026 |
| Bayhunt Capital LLC | New Buy | +$3.08M | $3.08M | 3.99% | Aug 14, 2026 |
| Capital World Investors | Added 1.03% | +$3.05M | $299M | 0.04% | Aug 12, 2026 |
| Brookstone Capital Management | Sell 100% | -$2.9M | $0 | 0.00% | Jul 15, 2026 |
| USS Investment Management Ltd | Reduce 60.41% | -$2.82M | $1.85M | 0.01% | Aug 11, 2026 |
| Van Lanschot Kempen Investment Management N.V. | Added 1.13% | +$2.73M | $244M | 1.86% | Aug 14, 2026 |
| Agf Management Ltd | Sell 100% | -$2.72M | $0 | 0.00% | Aug 10, 2026 |
| Mn Services Vermogensbeheer B.V. | Reduce 33.34% | -$2.7M | $5.39M | 0.04% | Jul 31, 2026 |
| Edgestream Partners, L.P. | Added 928.74% | +$2.68M | $2.97M | 0.09% | Aug 11, 2026 |
| Lyell Wealth Management, LP | Reduce 85.02% | -$2.64M | $465K | 0.03% | Aug 5, 2026 |
| Wellington Management Group LLP | Reduce 13.31% | -$2.57M | $16.7M | 0.00% | Aug 14, 2026 |
| Carmel Capital Partners, LLC | Reduce 28.87% | -$2.57M | $6.33M | 2.09% | Jul 30, 2026 |
| Triveni Capital Investments LP | Sell 100% | -$2.47M | $0 | 0.00% | Aug 14, 2026 |
| Knights of Columbus Asset Advisors LLC | Reduce 51.39% | -$2.4M | $2.27M | 0.11% | Jul 31, 2026 |
| ING Groep NV | New Buy | +$2.39M | $2.39M | 0.01% | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added 9.13% | +$2.33M | $27.9M | 0.06% | Aug 13, 2026 |
| Tounjian Advisory Partners, LLC | Reduce 98.89% | -$2.33M | $26K | 0.01% | Aug 7, 2026 |
| Cannell & Spears LLC | Added 13.38% | +$2.24M | $19M | 0.34% | Aug 11, 2026 |
| Caxton Associates LLP | Added 52.66% | +$2.17M | $6.3M | 0.12% | Aug 14, 2026 |
| Polymer Capital Management (US) LLC | Sell 100% | -$2.07M | $0 | 0.00% | Aug 14, 2026 |
| Commonwealth Retirement Investments LLC | Reduce 79.53% | -$2.07M | $533K | 0.14% | Aug 3, 2026 |
| Capula Management Ltd | Added 84.51% | +$2.07M | $4.52M | 0.02% | Aug 14, 2026 |
| Oak Thistle LLC | Sell 100% | -$2.03M | $0 | 0.00% | Jul 21, 2026 |
| Investment Management Corp of Ontario | Added 152.19% | +$2.02M | $3.35M | 0.04% | Aug 14, 2026 |
| Pinnacle Associates Ltd | Added 146.29% | +$1.89M | $3.19M | 0.03% | Aug 3, 2026 |
| Infrastructure Capital Advisors, LLC | Added 62.22% | +$1.85M | $4.83M | 0.28% | Aug 13, 2026 |
| Credit Agricole S A | Added 30.18% | +$1.83M | $7.88M | 0.02% | Aug 14, 2026 |
| Ruffer LLP | Sell 100% | -$1.79M | $0 | 0.00% | Jul 30, 2026 |
| Fox Run Management, L.L.C. | Sell 100% | -$1.73M | $0 | 0.00% | Aug 4, 2026 |
| Allstate Corp | New Buy | +$1.68M | $1.68M | 0.02% | Aug 13, 2026 |
| Korea Investment CORP | Reduce 16.15% | -$1.58M | $8.18M | 0.02% | Aug 12, 2026 |
| Blueshift Asset Management, LLC | Added 315.82% | +$1.51M | $1.99M | 0.46% | Aug 14, 2026 |
| Mizuho Securities USA LLC | Added 129.19% | +$1.5M | $2.66M | 0.03% | Jul 28, 2026 |
| FirstWave Capital Management LLC | New Buy | +$1.48M | $1.48M | 0.65% | Aug 12, 2026 |
| Inspire Investing, LLC | New Buy | +$1.38M | $1.38M | 0.06% | Aug 12, 2026 |
| Bridgewater Associates, LP | New Buy | +$1.38M | $1.38M | 0.01% | Aug 14, 2026 |
| Handelsbanken Fonder AB | Reduce 18.19% | -$1.37M | $6.18M | 0.02% | Jul 10, 2026 |
| ASR Vermogensbeheer N.V. | New Buy | +$1.37M | $1.37M | 0.01% | Jul 20, 2026 |
| Deltroit Asset Management (UK) LLP | Added 17.08% | +$1.37M | $9.37M | 1.35% | Aug 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | Sell 100% | -$1.34M | $0 | 0.00% | Aug 10, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | Added 2.78% | +$1.34M | $49.5M | 0.03% | Jul 30, 2026 |
| Cresset Asset Management, LLC | Added 24.20% | +$1.29M | $6.6M | 0.02% | Aug 14, 2026 |
| Myriad Asset Management Advisors LLC | Sell 100% | -$1.28M | $0 | 0.00% | Jul 20, 2026 |
| Schroder Investment Management Group | Added 62.51% | +$1.28M | $3.32M | 0.00% | Aug 13, 2026 |
| BOCHK Asset Management Ltd | Sell 100% | -$1.19M | $0 | 0.00% | Jul 31, 2026 |
| Howard Capital Management, LLC | Added 46.89% | +$1.19M | $3.74M | 0.04% | Jul 28, 2026 |
| Freemont Management S.A. | Sell 100% | -$1.18M | $0 | 0.00% | Aug 11, 2026 |
| Basswood Capital Management, L.L.C. | Added 15.04% | +$1.17M | $8.95M | 0.36% | Aug 14, 2026 |
| Caprock Group, LLC | Added 179.54% | +$1.13M | $1.76M | 0.03% | Jul 27, 2026 |
| Summit Trail Advisors, LLC | Added 90.04% | +$1.1M | $2.31M | 0.03% | Aug 11, 2026 |
| Jain Global LLC | Sell 100% | -$1.08M | $0 | 0.00% | Aug 14, 2026 |
| American Trust Investment Advisors, LLC | Added 38.37% | +$1.07M | $3.87M | 1.91% | Aug 14, 2026 |