2 institutions reported holding $395,122 of CLEARBRIDGE VALUE A (LGVAX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Williams Jones Wealth Management, LLC. ($360,188), Westside Investment Management, Inc. ($34,934). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | $360,188 | 3,778 | Hold |
| 2 | Westside Investment Management, Inc. | $34,934 | 364 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31