Institutions / Clearbridge Investments, LLC
Clearbridge Investments, LLC
CIK 1348883 · Institution · as of Mar 31, 2026
Portfolio value
$114.89B
Positions
690
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$114.89B-8.0%Positions
690-1.0%Top holdings
Mar 31, 2026View all 690 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $5.65B | 4.9% |
| Microsoft Corp | $3.43B | 3.0% |
| Apple Inc. | $3.33B | 2.9% |
| Alphabet Inc. | $3.02B | 2.6% |
| Amazon.com Inc | $3.01B | 2.6% |
| Meta Platforms Inc | $2.70B | 2.4% |
| Broadcom Inc. | $2.58B | 2.2% |
| Visa Inc | $1.95B | 1.7% |
| Netflix Inc | $1.88B | 1.6% |
| Williams Cos Inc/The | $1.69B | 1.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $1.60B | 1.4% |
| Johnson & Johnson | $1.38B | 1.2% |
| Linde PLC | $1.32B | 1.2% |
| JPMORGAN CHASE & CO | $1.27B | 1.1% |
| ASML Holding NV | $1.22B | 1.1% |
| Vertex Pharmaceuticals Inc / Ma | $1.21B | 1.0% |
| Exxon Mobil Corp | $1.17B | 1.0% |
| Eaton Corp plc | $1.13B | 1.0% |
| Marsh & McLennan Companies, Inc. | $1.11B | 1.0% |
| RTX Corp | $1.06B | 0.9% |
| AstraZeneca PLC | $1.02B | 0.9% |
| L3HARRIS Technologies, Inc. /De | $953.57M | 0.8% |
| W.w. Grainger, Inc. | $922.30M | 0.8% |
| TE Connectivity PLC | $876.78M | 0.8% |
| TJX Cos Inc/The | $853.54M | 0.7% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | G0593M107 | $1.02B | +5.2M | 5,160,677 0.89% of portfolio | high |
| Q1 2026 as of | Exit | Salesforce Inc | $-541.80M | -2.0M -100.00% | — | high |
| Q1 2026 as of | Trim | Amazon.com Inc | $-470.08M | -2.3M -13.51% | 14,450,175 2.62% of portfolio | high |
| Q1 2026 as of | Trim | Broadcom Inc. | $-468.85M | -1.5M -15.39% | 8,326,644 2.24% of portfolio | high |
| Q1 2026 as of | Trim | Equinix Inc | $-444.24M | -453K -89.61% | 52,523 0.04% of portfolio | high |
| Q1 2026 as of | Trim | Microsoft Corp | $-402.62M | -1.1M -10.50% | 9,270,237 2.99% of portfolio | high |
| Q1 2026 as of | Add | Honeywell International Inc | $392.34M | +1.7M +170.31% | 2,754,997 0.54% of portfolio | high |
| Q1 2026 as of | Exit | 046353108 | $-386.53M | -4.2M -100.00% | — | high |
| Q1 2026 as of | Trim | 29250N105 | $-372.48M | -6.9M -44.53% | 8,570,330 0.40% of portfolio | high |
| Q1 2026 as of | Trim | Northrop Grumman Corp | $-366.69M | -537K -90.75% | 54,799 0.03% of portfolio | high |