2 institutions reported holding $435,908 of CLEARBRIDGE VALUE A (LGVAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Williams Jones Wealth Management, LLC. ($397,548), Westside Investment Management, Inc. ($38,360). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | $397,548 | 3,778 | Hold |
| 2 | Westside Investment Management, Inc. | $38,360 | 364 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30