Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clearbridge Investments, LLC (CIK 1348883) reported $114.89B across 678 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($5.65B, 4.92%), MSFT ($3.43B, 2.99%), AAPL ($3.33B, 2.90%), GOOGL ($3.02B, 2.63%), AMZN ($3.01B, 2.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | $5.65B | 4.92% | 32.4M | Trimmed |
| 2 | MSFT | Microsoft Corp | $3.43B | 2.99% | 9.3M | Trimmed |
| 3 | AAPL | Apple Inc | $3.33B | 2.90% | 13.1M | Trimmed |
| 4 | GOOGL | Alphabet Inc | $3.02B | 2.63% | 10.5M | Added |
| 5 | AMZN | Amazon.com Inc | $3.01B | 2.62% | 14.5M | Trimmed |
| 6 | META | Meta Platforms Inc | $2.70B | 2.35% | 4.7M | Trimmed |
| 7 | AVGO | Broadcom Inc | $2.58B | 2.24% | 8.3M | Trimmed |
| 8 | V | Visa Inc | $1.95B | 1.70% | 6.5M | Trimmed |
| 9 | NFLX | Netflix Inc | $1.88B | 1.64% | 19.6M | Added |
| 10 | WMB | Williams Cos Inc/The | $1.69B | 1.47% | 23.2M | Added |
| 11 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $1.60B | 1.40% | 4.7M | Added |
| 12 | JNJ | Johnson & Johnson | $1.38B | 1.20% | 5.6M | Added |
| 13 | LIN | Linde PLC | $1.32B | 1.15% | 2.7M | Added |
| 14 | JPM | JPMorgan Chase & Co | $1.27B | 1.10% | 4.3M | Trimmed |
| 15 | ASML | ASML Holding NV | $1.22B | 1.06% | 924,471 | Trimmed |
| 16 | VRTX | Vertex Pharmaceuticals Inc | $1.21B | 1.05% | 2.7M | Trimmed |
| 17 | XOM | Exxon Mobil Corp | $1.17B | 1.02% | 6.9M | Trimmed |
| 18 | ETN | Eaton Corp PLC | $1.13B | 0.99% | 3.2M | Trimmed |
| 19 | MMC | Marsh & McLennan Cos Inc | $1.11B | 0.97% | 6.4M | Added |
| 20 | RTX | RTX Corp | $1.06B | 0.92% | 5.5M | Trimmed |
| 21 | AZNCF | AstraZeneca PLC | $1.02B | 0.89% | 5.2M | New |
| 22 | LHX | L3Harris Technologies Inc | $953.6M | 0.83% | 2.8M | Trimmed |
| 23 | GWW | WW Grainger Inc | $922.3M | 0.80% | 845,522 | Added |
| 24 | TEL | TE Connectivity plc | $876.8M | 0.76% | 4.2M | Trimmed |
| 25 | TXN | Texas Instruments Inc | $846.4M | 0.74% | 4.4M | Added |
Source: SEC Form 13F filings · as of 2026-03-31