Who Owns CLEARBRIDGE VALUE TRUST FI (LMVFX)? -- Institutional Holders (2026-06-30)

1 institutions reported holding $404,000 of CLEARBRIDGE VALUE TRUST FI (LMVFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: NEVILLE RODIE & SHAW INC ($404,000). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1NEVILLE RODIE & SHAW INC$404,0003,006Hold

Source: SEC Form 13F filings · as of 2026-06-30