Lennar Corporation
US ˙ NYSE ˙ US5260571048

SecurityLEN / Lennar Corporation
InstitutionFifth Third Bancorp
Latest Disclosed Ownership47,602 shares
Latest Disclosed Value $ 4,133,791
Fifth Third Bancorp reports 354.09% increase in ownership of LEN / Lennar Corporation

On May 1, 2026 - Fifth Third Bancorp filed a 13F-HR form disclosing ownership of 47,602 shares of Lennar Corporation (US:LEN) valued at $4,133,758 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 10,483 shares of Lennar Corporation. This represents a change in shares of 354.09% during the quarter. The current value of the position is $4,258,475 USD.

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)
2026-05-01 2026-03-31 13F LENNAR CL A 526057104 47,602 37,119 354.09 4,134 283.75 0.0076
2026-02-02 2025-12-31 13F LENNAR CL A 526057104 10,483 -171 -1.61 1,078 -19.75 0.0034
2025-11-07 2025-09-30 13F LENNAR CL A 526057104 10,654 -233 -2.14 1,343 11.46 0.0043
2025-07-15 2025-06-30 13F LENNAR CL A 526057104 10,887 628 6.12 1,204 2.29 0.0042
2025-04-15 2025-03-31 13F LENNAR CL A 526057104 10,259 -284 -2.69 1,178 -18.09 0.0045
2025-01-21 2024-12-31 13F LENNAR CL A 526057104 10,543 -899 -7.86 1,438 -33.01 0.0052
2024-10-17 2024-09-30 13F LENNAR CL A 526057104 11,442 -208 -1.79 2,145 22.92 0.0078
2024-07-22 2024-06-30 13F LENNAR CL A 526057104 11,650 915 8.52 1,746 -5.47 0.0066
2024-04-23 2024-03-31 13F LENNAR CL A 526057104 10,735 377 3.64 1,846 19.64 0.0072
2024-01-19 2023-12-31 13F LENNAR CL A 526057104 10,358 413 4.15 1,544 38.26 0.0066
2023-10-31 2023-09-30 13F LENNAR CL A 526057104 9,945 2,595 35.31 1,116 21.17 0.0052
2023-07-26 2023-06-30 13F LENNAR CL A 526057104 7,350 676 10.13 921 31.38 0.0041
2023-04-24 2023-03-31 13F LENNAR CL A 526057104 6,674 736 12.39 702 30.54 0.0033
2023-01-25 2022-12-31 13F LENNAR CL A 526057104 5,938 -3,459 -36.81 537 -23.40 0.0026
2022-10-25 2022-09-30 13F LENNAR CL A 526057104 9,397 627 7.15 701 13.25 0.0037
2022-08-04 2022-06-30 13F LENNAR CL A 526057104 8,770 967 12.39 619 -2.21 0.0030
2022-04-19 2022-03-31 13F LENNAR CL A 526057104 7,803 3,132 67.05 633 16.57 0.0026
2022-02-01 2021-12-31 13F LENNAR CL A 526057104 4,671 462 10.98 543 37.82 0.0021
2021-10-15 2021-09-30 13F LENNAR CL A 526057104 4,209 630 17.60 394 10.67 0.0017
2021-08-06 2021-06-30 13F LENNAR CL A 526057104 3,579 352 10.91 356 8.87 0.0016
2021-05-07 2021-03-31 13F LENNAR CL A 526057104 3,227 274 9.28 327 45.33 0.0015
2021-02-16 2020-12-31 13F LENNAR CL A 526057104 2,953 254 9.41 225 2.27 0.0011
2020-11-09 2020-09-30 13F LENNAR CL A 526057104 2,699 154 6.05 220 40.13 0.0012
2020-08-05 2020-06-30 13F LENNAR CL A 526057104 2,545 349 15.89 157 86.90 0.0009
2020-05-05 2020-03-31 13F LENNAR CL A 526057104 2,196 -1,274 -36.71 84 -56.70 0.0006
2020-02-14 2019-12-31 13F LENNAR CL A 526057104 3,470 1,153 49.76 194 50.39 0.0011
2019-11-14 2019-09-30 13F LENNAR CL A 526057104 2,317 154 7.12 129 22.86 0.0008
2019-08-07 2019-06-30 13F LENNAR CL A 526057104 2,163 -365 -14.44 105 -15.32 0.0006
2019-05-14 2019-03-31 13F LENNAR CL A 526057104 2,528 663 35.55 124 69.86 0.0008
2019-02-14 2018-12-31 13F LENNAR CL A 526057104 1,865 -151 -7.49 73 -22.34 0.0005
2018-11-14 2018-09-30 13F LENNAR CL A 526057104 2,016 -351 -14.83 94 -24.19 0.0006
2018-08-14 2018-06-30 13F LENNAR CL A 526057104 2,367 -1,158 -32.85 124 -40.38 0.0008
2018-05-15 2018-03-31 13F LENNAR CL A 526057104 3,525 786 28.70 208 20.23 0.0014
2018-02-14 2017-12-31 13F LENNAR CL A 526057104 2,739 1,227 81.15 173 116.25 0.0012
2017-11-14 2017-09-30 13F LENNAR CL A 526057104 1,512 1 0.07 80 -1.23 0.0006
2017-08-11 2017-06-30 13F LENNAR CL A 526057104 1,511 438 40.82 81 47.27 0.0006
2017-05-12 2017-03-31 13F LENNAR CL A 526057104 1,073 -105 -8.91 55 7.84 0.0004
2017-02-13 2016-12-31 13F/A-1 LENNAR CL A 526057104 1,178 67 6.03 51 8.51 0.0004
2017-02-09 2016-12-31 13F LENNAR CL A 526057104 1,111 0 47 0.0004
2016-11-10 2016-09-30 13F LENNAR CL A 526057104 1,111 -48 -4.14 47 -11.32 0.0004
2016-08-11 2016-06-30 13F LENNAR CL A 526057104 1,159 -148 -11.32 53 -15.87 0.0005
2016-05-13 2016-03-31 13F LENNAR CL A 526057104 1,307 -557 -29.88 63 -30.77 0.0005
2016-02-16 2015-12-31 13F LENNAR CL A 526057104 1,864 31 1.69 91 3.41 0.0008
2015-11-13 2015-09-30 13F LENNAR CL A 526057104 1,833 -954 -34.23 88 -38.03 0.0008
2015-08-14 2015-06-30 13F LENNAR CL A 526057104 2,787 955 52.13 142 49.47 0.0012
2015-05-14 2015-03-31 13F LENNAR CL A 526057104 1,832 -474 -20.56 95 -7.77 0.0008
2015-02-13 2014-12-31 13F LENNAR CL A 526057104 2,306 920 66.38 103 90.74 0.0009
2014-11-17 2014-09-30 13F LENNAR CL A 526057104 1,386 -352 -20.25 54 -26.03 0.0005
2014-08-14 2014-06-30 13F LENNAR CL A 526057104 1,738 -97 -5.29 73 0.00 0.0007
2014-05-15 2014-03-31 13F LENNAR CL A 526057104 1,835 -340 -15.63 73 -15.12 0.0007
2014-02-14 2013-12-31 13F LENNAR CL A 526057104 2,175 506 30.32 86 45.76 0.0008
2013-11-14 2013-09-30 13F LENNAR CL A 526057104 1,669 322 23.90 59 20.41 0.0006
2013-08-14 2013-06-30 13F LENNAR CL A 526057104 1,347 1,347 49 0.0005
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.