Who Owns CLEARBRIDGE (LRGE)? -- Institutional Holders (2026-06-30)

86 institutions reported holding $301.3M of CLEARBRIDGE (LRGE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Opal Wealth Advisors, LLC ($58.4M), UBS Group AG ($38.2M), LPL Financial LLC ($33.5M), MORGAN STANLEY ($28.7M), Cetera Investment Advisers ($24.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Opal Wealth Advisors, LLC$58.4M681,595Added
2UBS Group AG$38.2M446,279Added
3LPL Financial LLC$33.5M391,188Trimmed
4MORGAN STANLEY$28.7M334,673Trimmed
5Cetera Investment Advisers$24.3M283,104Trimmed
6STIFEL FINANCIAL CORP$17.3M202,085Trimmed
7Royal Bank of Canada$11.4M132,907Trimmed
8RAYMOND JAMES FINANCIAL INC$8.3M97,279Trimmed
9ENVESTNET ASSET MANAGEMENT INC$8.1M95,063Added
10M&T Bank Corp$7.4M86,580Trimmed
11Kestra Advisory Services, LLC$5.2M60,220Added
12COMMONWEALTH EQUITY SERVICES, LLC$4.7M54,660Trimmed
13AA Financial Advisors, LLC$4.5M52,655Added
14TRUIST FINANCIAL CORP$4.1M47,565Added
15Janney Montgomery Scott LLC$4.0M46,821New
16SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.9M45,450Added
17HighTower Advisors, LLC$3.7M43,456Trimmed
18Gladstone Institutional Advisory LLC$3.1M36,737Trimmed
19BARNES PETTEY FINANCIAL ADVISORS, LLC$2.4M27,861Trimmed
20PFG Advisors$2.0M23,734Added
21Cambridge Investment Research Advisors, Inc.$1.7M20,128Trimmed
22NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.7M19,565Added
23PNC Financial Services Group, Inc.$1.6M19,049Trimmed
24GOLDMAN SACHS GROUP INC$1.4M16,428Added
25NATURAL INVESTMENTS, LLC$1.4M16,181Added

来源：SEC 13F 申报文件 · 截至 2026-06-30