Clearbridge Investments, LLC
SEC Form 13F institutional filer · CIK 0001348883
13F-HR · 284 reported holdings · 2026-03-31
Asset management firm, subsidiary of Legg Mason.
Reported long-US-equity value
$87.97B
Top-10 concentration
33.3%
Clearbridge Investments, LLC — $88B AUM allocation strategy
Clearbridge Investments, LLC files SEC Form 13F and reports $88B of long US equity value across 284 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.0%, followed by Communication Services 8.7% and Financials 4.9%.
The top 10 holdings account for 33% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Clearbridge Investments, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$88B
total across 284 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
33% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PCG +8.43M sh · +$174M+$BX +4.23M sh · +$388M+$ANET +2.92M sh · +$347M
Biggest trims (shares)
−$FCX −3.78M sh · −$103M−$BAC −3.37M sh · −$266M−$EQT −3.24M sh · −$127M
Exited to nil (held last quarter, gone now)
$MDT ($108M last qtr)$HPE ($45.8M last qtr)$VICI ($36.9M last qtr)$VRSK ($34.6M last qtr)$CSGP ($25.7M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.4%—
- Interactive Media & Services6.5%—
- Systems Software3.9%—
- Technology Hardware, Storage & Peripherals3.8%—
- Broadline Retail3.4%—
- Aerospace & Defense2.3%—
- Transaction & Payment Processing Services2.2%—
- Movies & Entertainment2.1%—
- Other holdings66.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 32.4M | $5.65B | -1.06M | 6.4% |
| $MSFT | Microsoft Corporation | 9.27M | $3.43B | -1.09M | 3.9% |
| $AAPL | Apple Inc | 13.1M | $3.33B | -955K | 3.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 10.5M | $3.02B | +320K | 3.4% |
| $AMZN | Amazon.com Inc | 14.5M | $3.01B | -2.26M | 3.4% |
| $META | Meta Platforms Inc | 4.93M | $2.72B | -252K | 3.1% |
| $AVGO | Broadcom Inc | 8.33M | $2.58B | -1.51M | 2.9% |
| $V | Visa Inc | 6.46M | $1.95B | -172K | 2.2% |
| $NFLX | Netflix Inc | 19.6M | $1.88B | +2.89M | 2.1% |
| $WMB | Williams Companies Inc | 23.2M | $1.69B | +1.91M | 1.9% |
…and 274 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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