Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership96,448 shares
Latest Disclosed Value $ 8,375,548
Mercer Global Advisors Inc /adv reports 17.30% increase in ownership of LEN / Lennar Corporation

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 96,448 shares of Lennar Corporation (MX:LEN) valued at $8,375,548 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 82,226 shares of Lennar Corporation. This represents a change in shares of 17.30% 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)
2026-05-15 2026-03-31 13F LENNAR CL A 526057104 96,448 14,222 17.30 8,376 -21.58 0.0124
2026-02-17 2025-12-31 13F LENNAR CL A 526057104 82,226 19,900 31.93 10,681 35.96 0.0163
2025-11-14 2025-09-30 13F LENNAR CL A 526057104 62,326 -6,394 -9.30 7,856 3.34 0.0131
2025-08-14 2025-06-30 13F LENNAR CL A 526057104 68,720 -53,729 -43.88 7,601 -45.92 0.0155
2025-05-15 2025-03-31 13F LENNAR CL A 526057104 122,449 -66,840 -35.31 14,055 -45.55 0.0322
2025-02-14 2024-12-31 13F LENNAR CL A 526057104 189,289 -22,469 -10.61 25,813 -35.26 0.0630
2024-11-14 2024-09-30 13F LENNAR CL A 526057104 211,758 465 0.22 39,874 25.92 0.0933
2024-08-12 2024-06-30 13F LENNAR CL A 526057104 211,293 9,311 4.61 31,666 93,035.29 0.0863
2024-05-15 2024-03-31 13F LENNAR CL A 526057104 201,982 2,947 1.48 35 17.24 0.0987
2024-02-15 2023-12-31 13F LENNAR CL A 526057104 199,035 8,142 4.27 30 38.10 0.0892
2023-11-15 2023-09-30 13F/A-1 LENNAR CL A 526057104 190,893 12,413 6.95 21 -4.55 0.0814
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 190,893 12,413 21 0.0813
2023-08-14 2023-06-30 13F LENNAR CL A 526057104 178,480 25,068 16.34 22 37.50 0.0888
2023-05-16 2023-03-31 13F LENNAR CL A 526057104 153,412 -9,440 -5.80 16 14.29 0.0732
2023-02-09 2022-12-31 13F LENNAR CL A 526057104 162,852 25,764 18.79 15 -99.86 0.0738
2022-11-15 2022-09-30 13F LENNAR CL A 526057104 137,088 64,220 88.13 10,220 98.76 0.0607
2022-08-10 2022-06-30 13F LENNAR CL A 526057104 72,868 4,081 5.93 5,142 -7.90 0.0315
2022-05-10 2022-03-31 13F LENNAR CL A 526057104 68,787 -1,318 -1.88 5,583 -31.44 0.0329
2022-02-04 2021-12-31 13F LENNAR CL A 526057104 70,105 -1,444 -2.02 8,143 21.48 0.0503
2021-11-10 2021-09-30 13F LENNAR CL A 526057104 71,549 4,062 6.02 6,703 -0.03 0.0468
2021-08-10 2021-06-30 13F LENNAR CL A 526057104 67,487 5,124 8.22 6,705 6.21 0.0516
2021-08-10 2021-03-31 13F/A-1 LENNAR CL A 526057104 62,363 13,325 27.17 6,313 68.89 0.0574
2021-05-11 2021-03-31 13F LENNAR CL A 526057104 62,263 13,225 6,303 0.0603
2021-02-12 2020-12-31 13F LENNAR CL A 526057104 49,038 6,869 16.29 3,738 8.54 0.0467
2020-12-10 2020-09-30 13F LENNAR CL A 526057104 42,169 8,754 26.20 3,444 67.27 0.0518
2020-08-10 2020-06-30 13F LENNAR CL A 526057104 33,415 27,213 438.78 2,059 768.78 0.0374
2020-05-18 2020-03-31 13F LENNAR CL A 526057104 6,202 6,202 237 0.0052
2019-08-14 2019-06-30 13F LENNAR CORP CL A COM 526057104 0 -50,179 -100.00 0 -100.00
2019-04-23 2019-03-31 13F/A-1 LENNAR CORP CL A COM 526057104 50,179 50,179 2,463 0.0886
2019-04-12 2019-03-31 13F LENNAR CORP CL A COM 526057104 27,303 1,069 0.0570
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.