Lennar Corporation
US ˙ NYSE ˙ US5260571048

SecurityLEN / Lennar Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership3,205,597 shares
Latest Disclosed Value $ 278,374,375
Morgan Stanley reports 14.81% decrease in ownership of LEN / Lennar Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 3,205,597 shares of Lennar Corporation (US:LEN) valued at $278,374,043 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 3,762,980 shares of Lennar Corporation. This represents a change in shares of -14.81% during the quarter. The current value of the position is $286,772,708 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)
2026-05-15 2026-03-31 13F LENNAR CL A 526057104 3,205,597 -557,383 -14.81 278,374 -28.04 0.0168
2026-05-27 2025-12-31 13F/A-1 LENNAR CL A 526057104 3,762,980 -586,717 -13.49 386,835 -29.44 0.0231
2026-02-13 2025-12-31 13F LENNAR CL A 526057104 3,762,980 -586,717 386,835 0.0231
2026-05-27 2025-09-30 13F/A-1 LENNAR CL A 526057104 4,349,697 646,630 17.46 548,236 33.85 0.0332
2025-11-14 2025-09-30 13F LENNAR CL A 526057104 4,349,697 646,630 548,236 0.0332
2025-08-15 2025-06-30 13F LENNAR CL A 526057104 3,703,067 620,461 20.13 409,597 15.76 0.0267
2025-05-15 2025-03-31 13F LENNAR CL A 526057104 3,082,606 -266,957 -7.97 353,822 -22.54 0.0253
2025-05-15 2024-12-31 13F/A-1 LENNAR CL A 526057104 3,349,563 9,505 0.28 456,780 -27.05 0.0320
2025-02-14 2024-12-31 13F LENNAR CL A 526057104 3,349,563 9,505 456,780 0.0320
2025-05-14 2024-09-30 13F/A-2 LENNAR CL A 526057104 3,340,058 175,604 5.55 626,195 32.04 0.0454
2025-02-14 2024-09-30 13F/A-1 LENNAR CL A 526057104 3,340,058 175,604 626,195 0.0454
2024-11-14 2024-09-30 13F LENNAR CL A 526057104 3,340,058 175,604 626,195 0.0054
2025-05-14 2024-06-30 13F/A-2 LENNAR CL A 526057104 3,164,454 -165,798 -4.98 474,257 -17.19 0.0367
2024-10-17 2024-06-30 13F/A-1 LENNAR CL A 526057104 3,164,454 -165,798 474,257 0.0367
2024-08-14 2024-06-30 13F LENNAR CL A 526057104 3,164,454 -165,798 474,257 0.0367
2024-10-17 2024-03-31 13F/A-2 LENNAR CL A 526057104 3,330,252 -284,445 -7.87 572,737 6.31 0.0460
2024-08-16 2024-03-31 13F/A-1 LENNAR CL A 526057104 3,330,252 -284,445 572,737 0.0054
2024-05-15 2024-03-31 13F LENNAR CL A 526057104 3,330,252 -284,445 572,737 0.0460
2024-08-16 2023-12-31 13F/A-1 LENNAR CL A 526057104 3,614,697 621,453 20.76 538,735 60.37 0.0475
2024-02-13 2023-12-31 13F LENNAR CL A 526057104 3,614,697 621,453 538,735 0.0475
2023-11-15 2023-09-30 13F LENNAR CL A 526057104 2,993,244 -331,880 -9.98 335,932 -19.38 0.0342
2023-08-14 2023-06-30 13F LENNAR CL A 526057104 3,325,124 309,726 10.27 416,672 31.46 0.0411
2023-05-15 2023-03-31 13F LENNAR CL A 526057104 3,015,398 221,987 7.95 316,949 25.37 0.0340
2023-02-14 2022-12-31 13F LENNAR CL A 526057104 2,793,411 21,075 0.76 252,804 22.32 0.0287
2022-11-14 2022-09-30 13F LENNAR CL A 526057104 2,772,336 128,688 4.87 206,678 10.78 0.0282
2022-10-27 2022-06-30 13F/A-1 LENNAR CL A 526057104 2,643,648 1,196,348 82.66 186,562 58.81 0.0242
2022-08-15 2022-06-30 13F LENNAR CL A 526057104 2,643,648 1,196,348 186,562 0.0242
2022-10-27 2022-03-31 13F/A-1 LENNAR CL A 526057104 1,447,300 -258,200 -15.14 117,477 -40.70 0.0158
2022-05-13 2022-03-31 13F LENNAR CL A 526057104 1,447,300 -258,200 117,477 0.0158
2022-02-14 2021-12-31 13F LENNAR CL A 526057104 1,705,500 398,328 30.47 198,112 61.78 0.0245
2021-11-15 2021-09-30 13F LENNAR CL A 526057104 1,307,172 -95,128 -6.78 122,455 -12.10 0.0165
2021-08-23 2021-06-30 13F/A-1 LENNAR CL A 526057104 1,402,300 272,738 24.15 139,318 21.84 0.0184
2021-08-16 2021-06-30 13F LENNAR CL A 526057104 1,402,300 272,738 139,318 0.0038
2021-05-17 2021-03-31 13F LENNAR CL A 526057104 1,129,562 -554,882 -32.94 114,345 -10.95 0.0168
2021-02-16 2020-12-31 13F LENNAR CL A 526057104 1,684,444 -1,997,113 -54.25 128,406 -57.30 0.0198
2020-11-13 2020-09-30 13F LENNAR CL A 526057104 3,681,557 306,272 9.07 300,709 44.58 0.0582
2020-08-14 2020-06-30 13F LENNAR CL A 526057104 3,375,285 982,382 41.05 207,987 127.53 0.0460
2020-05-26 2020-03-31 13F/A-1 LENNAR CL A 526057104 2,392,903 -236,227 -8.98 91,409 -37.68 0.0248
2020-05-15 2020-03-31 13F LENNAR CL A 526057104 2,392,903 -236,227 91,409 7,022.1168
2020-02-14 2019-12-31 13F LENNAR CL A 526057104 2,629,130 -70,213 -2.60 146,679 -2.71 0.0341
2019-11-14 2019-09-30 13F LENNAR CL A 526057104 2,699,343 63,946 2.43 150,758 18.05 0.0399
2019-08-14 2019-06-30 13F LENNAR CL A 526057104 2,635,397 1,269,214 92.90 127,712 90.43 0.0340
2019-05-15 2019-03-31 13F LENNAR CL A 526057104 1,366,183 -2,414,726 -63.87 67,065 -54.69 0.0190
2019-02-14 2018-12-31 13F LENNAR CL A 526057104 3,780,909 2,425,235 178.90 148,024 133.86 0.0443
2019-04-23 2018-09-30 13F/A-2 LENNAR CL A 526057104 1,355,674 34,655 2.62 63,297 -8.73 0.0158
2018-11-20 2018-09-30 13F/A-1 LENNAR CL A 526057104 1,355,674 0 63,297 0.0158
2018-11-14 2018-09-30 13F LENNAR CL A 526057104 1,355,674 34,655 63,297
2019-04-23 2018-06-30 13F/A-1 LENNAR CL A 526057104 1,321,019 -1,587,883 -54.59 69,355 -59.55 0.0187
2018-08-14 2018-06-30 13F LENNAR CL A 526057104 1,321,019 -1,587,883 69,355
2019-04-23 2018-03-31 13F/A-1 LENNAR CL A 526057104 2,908,902 -399,057 -12.06 171,451 -18.04 0.0476
2018-05-14 2018-03-31 13F LENNAR CL A 526057104 2,908,902 -399,057 171,451
2019-04-23 2017-12-31 13F/A-1 LENNAR CL A 526057104 3,307,959 1,365,427 70.29 209,195 103.96 0.0573
2018-02-14 2017-12-31 13F LENNAR CL A 526057104 3,307,959 1,365,427 209,195
2017-11-14 2017-09-30 13F LENNAR CL A 526057104 1,942,532 1,076 0.06 102,565 -0.92 0.0307
2017-08-11 2017-06-30 13F LENNAR CL A 526057104 1,941,456 1,142,413 142.97 103,520 153.09 0.0313
2017-05-22 2017-03-31 13F/A-1 LENNAR CL A 526057104 799,043 -88,519 -9.97 40,903 7.35 0.0126
2017-05-12 2017-03-31 13F LENNAR CL A 526057104 799,043 40,903
2017-02-22 2016-12-31 13F/A-1 LENNAR CL A 526057104 887,562 -965,497 -52.10 38,103 -51.44 0.0125
2017-02-13 2016-12-31 13F LENNAR CL A 526057104 887,562 38,103
2016-11-10 2016-09-30 13F LENNAR CL A 526057104 1,853,059 457,694 32.80 78,459 21.97 0.0268
2016-08-12 2016-06-30 13F LENNAR CL A 526057104 1,395,365 -640,869 -31.47 64,327 -34.67 0.0232
2016-05-12 2016-03-31 13F LENNAR CL A 526057104 2,036,234 -190,979 -8.57 98,472 -9.60 0.0379
2016-02-09 2015-12-31 13F LENNAR CL A 526057104 2,227,213 190,936 9.38 108,933 11.15 0.0394
2016-02-08 2015-09-30 13F/A-1 LENNAR CL A 526057104 2,036,277 -72,246 -3.43 98,006 -8.93 0.0362
2015-11-09 2015-09-30 13F LENNAR CL A 526057104 2,036,277 98,006
2015-08-12 2015-06-30 13F LENNAR CL A 526057104 2,108,523 1,049,446 99.09 107,619 96.13 0.0373
2015-05-14 2015-03-31 13F LENNAR CL A 526057104 1,059,077 223,449 26.74 54,870 46.54 0.0202
2015-02-13 2014-12-31 13F LENNAR CL A 526057104 835,628 103,260 14.10 37,443 31.67 0.0137
2014-12-16 2014-09-30 13F/A-1 LENNAR CL A 526057104 732,368 40,338 5.83 28,438 3.72 0.0109
2014-11-14 2014-09-30 13F LENNAR CL A 526057104 732,368 28,438
2014-05-13 2014-03-31 13F LENNAR CL A 526057104 692,030 -32,520 -4.49 27,419 -4.34 0.0115
2014-02-13 2013-12-31 13F LENNAR CL A 526057104 724,550 -142,880 -16.47 28,664 -6.65 0.0122
2013-11-13 2013-09-30 13F LENNAR CORP CL A COM 526057104 867,430 -352,041 -28.87 30,706 -30.13 0.0145
2013-08-08 2013-06-30 13F LENNAR CORP CL A COM 526057104 1,219,471 1,219,471 43,949 0.0222
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.