Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0001348883 · 2026 Q2 · vs 2026 Q1 · Filed 13 Aug 2026 (10 days ago)

Clearbridge Investments, LLC

Reported book: $120.9B
Positions: 679

Reported book trail

53 quarters on file · 2013 Q2 to 2026 Q2

2013 Q22015 Q12017 Q12018 Q42020 Q42022 Q32024 Q32026 Q2

The book

Top 200 of 679 positions · 87% of the book

CutAdded· vs 2026 Q1

NVDA$6.5B▲ +$890.0M GOOGL$4.1B▲ +$1.1B AAPL$4.1B▲ +$780.1M AMZN$2.9B▼ -$113.1M AVGO$2.8B▲ +$211.5M TSM$2.3B▲ +$736.0M MSFT$2.3B▼ -$1.1B V$2.2B▲ +$262.5M META$2.1B▼ -$577.5M WMB$1.8B▲ +$108.6M ASML$1.8B▲ +$560.3M PANW$1.4B JPM$1.4B JNJ$1.4B LIN$1.3B TXN$1.3B VRTX$1.2B XOM$1.2B NFLX$1.1B ETN$1.1B GWW$1.0B ANET$1.0B AZN$952.2M TRV$928.3M RTX$884.9M CVS$883.1M TSLA$862.8M TMO$847.8M UNP$817.2M ETR$802.2M MRSH$784.3M SHW$747.5M APD$744.0M TEL$738.7M TJX CNI ABNB BX BAC VMC KO TRP CRWD VRT ORCL PBA AMT APO PSA LLY PG JCI WM LHX MNST OTIS SRE MU FCX BDX XPO ADP ISRG PNC MET COF HD TMUS AMD CMCSA OKE UBER BEPC ALNY SYK PFGC VST SNPS ENB DIS SHOP CMG CLH PCG POR CVX HLT OGE APP NOW WMT UNH SOBO SNOW ODFL HLN SPCX DDOG HON HONA KMI FANG NTRA CASY CEG EQT LSCC ADSK STX TKO RY CP ET HOOD AXON WEC UL NEE MCHP INTC GXO BRK-B ARGX DTM COP TRGP ICE SPOT HWM GOOG NET BSX CNP CRDO TD EIX SCHW RBC ALGM SBUX EPD BMO PODD TECK IDXX NOK EMR CWEN FWONK BA CRL VIK FITB FER MTSI BURL ARES PAGP CTAS MTUM LRCX

Shares added · vs 2026 Q1

Ranked by dollar move

GOOGL$4.1B held · +10% of shares · +$1.1B value+1.04M sh
NVDA$6.5B held · +1% of shares · +$890.0M value+287.9K sh
AAPL$4.1B held · +8% of shares · +$780.1M value+1.08M sh
TSM$2.3B held · +3% of shares · +$736.0M value+153.2K sh
ANET$1.0B held · +35% of shares · +$475.8M value+1.57M sh
AMD$440.1M held · +29927% of shares · +$439.6M value+755.1K sh
BX$695.7M held · +93% of shares · +$344.2M value+2.86M sh
OTIS$534.2M held · +177% of shares · +$326.8M value+4.77M sh
STX$263.2M held · +8510% of shares · +$262.0M value+269.6K sh
PBA$615.9M held · +58% of shares · +$237.8M value+4.87M sh
CNQ$96.6M held · +6% of shares · -$233.2M value+142.2K sh
TSLA$862.8M held · +21% of shares · +$230.8M value+351.3K sh
FANG$281.2M held · +434% of shares · +$221.9M value+1.30M sh
NET$223.8M held · +7516% of shares · +$221.4M value+900.6K sh
DTM$234.2M held · +556% of shares · +$201.4M value+1.35M sh
CNI$711.2M held · +14% of shares · +$171.3M value+711.4K sh
UBS$163.3M held · +2292% of shares · +$158.1M value+3.16M sh
SNOW$310.8M held · +18% of shares · +$154.7M value+185.9K sh
LLY$580.0M held · +4% of shares · +$150.7M value+16.8K sh
CRDO$214.0M held · +12% of shares · +$147.8M value+82.4K sh
CSCO$136.1M held · +6835% of shares · +$134.8M value+1.14M sh
ALGM$205.1M held · +3% of shares · +$114.8M value+82.5K sh
MET$477.3M held · +10% of shares · +$113.1M value+491.5K sh
TRV$928.3M held · +0% of shares · +$112.1M value+13.7K sh
WMB$1.8B held · +4% of shares · +$108.6M value+973.2K sh
RKLB$136.4M held · +159% of shares · +$103.1M value+823.5K sh
HOOD$253.0M held · +15% of shares · +$100.4M value+321.2K sh
NTRA$276.4M held · +14% of shares · +$97.8M value+125.0K sh
AXON$249.5M held · +20% of shares · +$91.4M value+72.8K sh
SEI$91.6M held · +920% of shares · +$85.3M value+1.03M sh
BSX$219.0M held · +125% of shares · +$75.9M value+2.85M sh
BIPC$71.6M held · +4117% of shares · +$69.9M value+1.82M sh
CRL$177.2M held · +23% of shares · +$68.1M value+148.7K sh
CF$68.5M held · +5874% of shares · +$67.1M value+622.0K sh
ARGX$235.4M held · +10% of shares · +$66.5M value+22.4K sh
TRP$625.0M held · +5% of shares · +$65.0M value+483.0K sh
VIK$173.6M held · +11% of shares · +$64.2M value+169.1K sh
BUD$71.1M held · +749% of shares · +$64.1M value+761.5K sh
CMCSA$422.7M held · +2% of shares · -$64.0M value+264.6K sh
WSC$132.8M held · +14% of shares · +$62.6M value+557.7K sh
ESI$119.5M held · +42% of shares · +$59.4M value+741.5K sh
TMO$847.8M held · +5% of shares · +$56.1M value+80.4K sh
RBRK$126.6M held · +9% of shares · +$55.7M value+128.8K sh
EIX$209.1M held · +33% of shares · +$54.8M value+700.1K sh
KO$678.0M held · +2% of shares · +$53.4M value+129.6K sh
AXSM$60.1M held · +445% of shares · +$52.5M value+200.6K sh
BMO$202.5M held · +2% of shares · +$50.5M value+21.7K sh
GPN$121.1M held · +59% of shares · +$50.3M value+617.0K sh
COF$475.4M held · +1% of shares · +$46.1M value+16.7K sh
MDGL$58.7M held · +347% of shares · +$45.9M value+84.9K sh
P$86.4M held · +54% of shares · +$44.3M value+383.5K sh
STN$43.9M held · +106% of shares · +$43.0M value+328.2K sh
XMTR$71.6M held · +5% of shares · +$42.7M value+34.4K sh
FWONK$186.7M held · +15% of shares · +$41.0M value+248.7K sh
IWO$46.0M held · +588% of shares · +$40.6M value+99.7K sh
COP$233.0M held · +8% of shares · -$39.8M value+174.9K sh
LGN$61.3M held · +79% of shares · +$38.6M value+317.2K sh
PCVX$43.7M held · +486% of shares · +$36.3M value+623.6K sh
ACGL$68.4M held · +104% of shares · +$35.3M value+359.7K sh
MEDP$119.7M held · +28% of shares · +$35.2M value+50.1K sh
IX$66.7M held · +67% of shares · +$35.2M value+703.3K sh
FTNT$73.8M held · +1% of shares · +$35.0M value+5.6K sh
THC$80.8M held · +77% of shares · +$34.8M value+188.1K sh
MOD$90.0M held · +31% of shares · +$34.4M value+80.5K sh
CRBG$128.5M held · +12% of shares · +$33.2M value+493.6K sh
ONTO$72.3M held · +0% of shares · +$33.2M value+242 sh
NCNO$64.0M held · +85% of shares · +$32.3M value+1.80M sh
CP$257.4M held · +4% of shares · +$32.1M value+105.8K sh
FITB$170.3M held · +1% of shares · +$31.8M value+40.1K sh
TLN$128.2M held · +10% of shares · +$31.8M value+31.6K sh
KRMN$72.6M held · +183% of shares · +$31.4M value+940.2K sh
TREX$108.5M held · +2% of shares · +$31.3M value+47.7K sh
XYZ$140.7M held · +2% of shares · +$31.0M value+28.8K sh
ETR$802.2M held · +2% of shares · +$30.5M value+116.5K sh
GKOS$60.2M held · +51% of shares · +$29.4M value+145.0K sh
WTFC$162.0M held · +5% of shares · +$29.0M value+50.7K sh
INSM$76.3M held · +11% of shares · -$28.9M value+72.5K sh
RMBS$78.3M held · +1% of shares · +$28.1M value+6.4K sh
CWST$118.3M held · +7% of shares · +$27.7M value+78.1K sh
UMBF$99.9M held · +8% of shares · +$26.6M value+50.1K sh
IDXX$199.8M held · +23% of shares · +$26.5M value+71.0K sh
ARES$166.6M held · +16% of shares · +$25.5M value+203.6K sh
W$97.8M held · +10% of shares · +$25.5M value+96.6K sh
MTD$32.6M held · +331% of shares · +$25.2M value+19.6K sh
OGE$320.7M held · +7% of shares · +$24.9M value+423.8K sh
WMS$26.1M held · +1333% of shares · +$24.5M value+154.8K sh
RYTM$77.3M held · +14% of shares · +$24.3M value+87.0K sh
SRRK$58.3M held · +53% of shares · +$24.3M value+368.4K sh
BOOT$54.8M held · +58% of shares · +$23.9M value+122.8K sh
RDNT$95.4M held · +21% of shares · +$23.9M value+268.1K sh
AMT$612.2M held · +2% of shares · -$23.9M value+57.1K sh
EQT$271.7M held · +10% of shares · -$23.8M value+467.1K sh
PTGX$88.9M held · +17% of shares · +$23.4M value+103.5K sh
SOBO$312.1M held · +2% of shares · +$23.2M value+185.2K sh
CEG$273.2M held · +23% of shares · +$22.6M value+202.6K sh
DLR$65.3M held · +52% of shares · +$22.2M value+124.4K sh
IP$91.4M held · +23% of shares · +$21.7M value+445.4K sh
VVV$69.6M held · +21% of shares · +$20.5M value+302.1K sh
SAN$107.4M held · +1% of shares · +$20.2M value+49.1K sh
KDP$96.8M held · +1% of shares · +$19.9M value+36.0K sh

1–100 of 245

Shares cut · vs 2026 Q1

Ranked by dollar move

MSFT$2.3B held · -33% of shares · -$1.1B value-3.06M sh
NFLX$1.1B held · -18% of shares · -$737.7M value-3.55M sh
PANW$1.4B held · -15% of shares · +$629.7M value-755.7K sh
META$2.1B held · -20% of shares · -$577.5M value-951.2K sh
ASML$1.8B held · -3% of shares · +$560.3M value-29.0K sh
LHX$538.8M held · -33% of shares · -$414.8M value-908.7K sh
TXN$1.3B held · -3% of shares · +$408.7M value-149.0K sh
INTU$4.5M held · -98% of shares · -$371.8M value-853.2K sh
HON$285.7M held · -7% of shares · -$337.0M value · 1:2 reverse split-101.6K sh
MU$494.4M held · -12% of shares · +$329.9M value-58.6K sh
MRSH$784.3M held · -27% of shares · -$329.8M value-1.72M sh
AEM$119.7M held · -65% of shares · -$321.6M value-1.40M sh
SPGI$5.1M held · -98% of shares · -$310.7M value-729.9K sh
V$2.2B held · -0% of shares · +$262.5M value-4.1K sh
CVS$883.1M held · -3% of shares · +$252.9M value-237.8K sh
CRWD$620.2M held · -17% of shares · +$239.7M value-161.9K sh
TMUS$441.5M held · -17% of shares · -$224.7M value-539.9K sh
AVGO$2.8B held · -11% of shares · +$211.5M value-944.2K sh
PEG$1.9M held · -99% of shares · -$195.4M value-2.41M sh
SYK$372.6M held · -30% of shares · -$185.8M value-516.0K sh
RTX$884.9M held · -15% of shares · -$173.3M value-821.9K sh
FCX$489.4M held · -30% of shares · -$166.4M value-3.37M sh
DTE$118.0M held · -60% of shares · -$165.7M value-1.17M sh
SCHW$208.7M held · -43% of shares · -$163.2M value-1.69M sh
BDX$489.2M held · -22% of shares · -$161.7M value-907.2K sh
PH$137.8M held · -57% of shares · -$153.9M value-184.9K sh
CVX$327.8M held · -14% of shares · -$150.0M value-332.0K sh
ISRG$483.4M held · -11% of shares · -$145.8M value-149.4K sh
TJX$712.7M held · -12% of shares · -$140.8M value-640.3K sh
TEL$738.7M held · -13% of shares · -$138.1M value-530.8K sh
INTC$240.8M held · -28% of shares · +$134.4M value-687.2K sh
PCG$336.0M held · -23% of shares · -$120.5M value-6.01M sh
BRK-A$98.1M held · -56% of shares · -$118.1M value-170 sh
AMZN$2.9B held · -16% of shares · -$113.1M value-2.30M sh
DDOG$295.7M held · -28% of shares · +$110.6M value-432.1K sh
DOCS$7.7M held · -93% of shares · -$108.2M value-4.60M sh
MNST$535.3M held · -6% of shares · +$108.1M value-326.5K sh
BE$81.7M held · -80% of shares · -$104.9M value-1.11M sh
GWW$1.0B held · -11% of shares · +$103.7M value-91.4K sh
ENB$363.5M held · -22% of shares · -$100.5M value-1.86M sh
JPM$1.4B held · -3% of shares · +$96.9M value-141.2K sh
NEE$246.6M held · -24% of shares · -$96.9M value-888.7K sh
CASY$275.7M held · -32% of shares · -$93.1M value-159.8K sh
FIX$129.6M held · -59% of shares · -$91.0M value-94.6K sh
LSCC$269.8M held · -9% of shares · +$90.2M value-172.3K sh
ADSK$266.8M held · -8% of shares · -$90.0M value-118.0K sh
ABBV$20.7M held · -84% of shares · -$90.0M value-426.7K sh
ELF$15.2M held · -88% of shares · -$89.9M value-1.53M sh
TSCO$11.2M held · -84% of shares · -$88.5M value-1.85M sh
PSA$594.1M held · -1% of shares · +$85.7M value-10.3K sh
DIS$348.5M held · -19% of shares · -$80.8M value-833.6K sh
PLTR$25.0M held · -70% of shares · -$80.1M value-504.2K sh
MCK$121.1M held · -31% of shares · -$78.6M value-70.5K sh
WAT$64.1M held · -64% of shares · -$78.3M value-307.4K sh
LRCX$164.1M held · -6% of shares · +$77.7M value-25.5K sh
ICE$231.9M held · -4% of shares · -$76.9M value-79.8K sh
PODD$200.9M held · -0% of shares · -$76.3M value-1.6K sh
EMN$5.8M held · -92% of shares · -$74.1M value-960.0K sh
UL$248.6M held · -27% of shares · -$72.4M value-1.50M sh
UNP$817.2M held · -2% of shares · +$71.3M value-70.1K sh
ALNY$379.1M held · -7% of shares · -$69.5M value-96.6K sh
FTAI$18.3M held · -81% of shares · -$67.8M value-283.9K sh
AZN$952.2M held · -3% of shares · -$65.6M value-139.2K sh
ALC$113.1M held · -29% of shares · -$65.2M value-692.2K sh
PG$577.6M held · -11% of shares · -$64.9M value-509.6K sh
PNC$477.8M held · -2% of shares · +$63.9M value-48.5K sh
WIX$30.4M held · -36% of shares · -$63.6M value-373.3K sh
DOCU$30.9M held · -64% of shares · -$62.0M value-1.26M sh
TFII$8.0M held · -91% of shares · -$60.5M value-575.1K sh
WBS$383.0K held · -99% of shares · -$59.6M value-859.0K sh
BAC$684.0M held · -7% of shares · +$54.5M value-908.0K sh
MSCI$143.1M held · -30% of shares · -$52.9M value-108.2K sh
PFGC$370.7M held · -11% of shares · +$52.9M value-393.6K sh
XPO$486.7M held · -14% of shares · -$52.7M value-401.7K sh
NOW$314.3M held · -10% of shares · -$51.7M value-335.2K sh
URI$154.7M held · -6% of shares · +$48.5M value-9.2K sh
VRNS$98.0M held · -1% of shares · +$47.3M value-25.7K sh
RBLX$76.2M held · -35% of shares · -$46.5M value-768.7K sh
VMC$678.3M held · -1% of shares · +$44.8M value-27.2K sh
KTOS$64.4M held · -16% of shares · -$44.2M value-248.2K sh
SONY$62.2M held · -39% of shares · -$42.6M value-1.96M sh
SRE$518.8M held · -3% of shares · -$42.5M value-180.3K sh
VRTX$1.2B held · -13% of shares · -$42.3M value-358.1K sh
TD$210.7M held · -5% of shares · +$40.8M value-88.9K sh
TGTX$145.6M held · -17% of shares · +$38.9M value-560.7K sh
RY$259.8M held · -9% of shares · +$38.0M value-117.5K sh
ABT$4.5M held · -88% of shares · -$37.6M value-360.5K sh
BABA$99.6M held · -5% of shares · -$37.3M value-53.6K sh
WMT$314.3M held · -2% of shares · -$37.1M value-52.4K sh
FER$169.4M held · -22% of shares · -$35.7M value-684.3K sh
VRT$619.9M held · -29% of shares · -$35.3M value-763.3K sh
LIN$1.3B held · -7% of shares · -$34.8M value-186.5K sh
CMG$340.5M held · -14% of shares · -$34.2M value-1.69M sh
OKE$410.0M held · -4% of shares · -$34.0M value-196.2K sh
GILD$137.6M held · -12% of shares · -$34.0M value-142.2K sh
UBER$393.3M held · -8% of shares · -$33.6M value-484.3K sh
APO$609.9M held · -0% of shares · +$32.9M value-23.7K sh
APP$314.7M held · -14% of shares · +$32.6M value-98.0K sh
ITW$34.2M held · -50% of shares · -$31.8M value-127.2K sh
HESM$36.0M held · -44% of shares · -$30.4M value-751.1K sh

1–100 of 350

Opened (46)

2 moved by a corporate action (dashed).

Closed (39)

1 moved by a corporate action (dashed).