Who Owns CLEARBRIDGE VALUE TRUST FI (LMVFX)? -- Institutional Holders (2026-03-31)

1 institutions reported holding $366,000 of CLEARBRIDGE VALUE TRUST FI (LMVFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: NEVILLE RODIE & SHAW INC ($366,000). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1NEVILLE RODIE & SHAW INC$366,0003,006Hold

Source: SEC Form 13F filings · as of 2026-03-31