Holders — by stockHoldings — by fund
Clearbridge Investments, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1348883
$120.86B
disclosed book value
699
positions
5.4%
largest position share
Positions, as of 2026-06-30
top 100 of 699 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA Corp | 32.7M | $6.54B | 5.4% |
| 2 | GOOGLAlphabet Inc | 11.5M | $4.12B | 3.4% |
| 3 | AAPLApple Inc | 14.2M | $4.11B | 3.4% |
| 4 | AMZNAmazon.com Inc | 12.2M | $2.90B | 2.4% |
| 5 | AVGOBroadcom Inc | 7.4M | $2.79B | 2.3% |
| 6 | TSMTaiwan Semiconductor Manufacturing Co Ltd | 4.9M | $2.34B | 1.9% |
| 7 | MSFTMicrosoft Corp | 6.2M | $2.31B | 1.9% |
| 8 | VVisa Inc | 6.5M | $2.22B | 1.8% |
| 9 | METAMeta Platforms Inc | 3.8M | $2.12B | 1.8% |
| 10 | WMBWilliams Cos Inc/The | 24.2M | $1.80B | 1.5% |
| 11 | ASML Holding NV | 895,430 | $1.78B | 1.5% |
| 12 | PANWPalo Alto Networks Inc | 4.2M | $1.42B | 1.2% |
| 13 | JPMJPMorgan Chase & Co | 4.2M | $1.37B | 1.1% |
| 14 | JNJJohnson & Johnson | 5.3M | $1.36B | 1.1% |
| 15 | Linde PLC | 2.5M | $1.29B | 1.1% |
| 16 | TXNTexas Instruments Inc | 4.2M | $1.26B | 1% |
| 17 | VRTXVertex Pharmaceuticals Inc | 2.3M | $1.16B | 1% |
| 18 | EXMOCExxon Mobil Corp | 8.5M | $1.16B | 1% |
| 19 | NFLXNetflix Inc | 16.0M | $1.14B | 0.9% |
| 20 | Eaton Corp PLC | 2.6M | $1.13B | 0.9% |
| 21 | GWWWW Grainger Inc | 754,171 | $1.03B | 0.8% |
| 22 | ANETArista Networks Inc | 6.0M | $1.02B | 0.8% |
| 23 | AstraZeneca PLC | 5.0M | $952.2M | 0.8% |
| 24 | TRVTravelers Cos Inc/The | 2.8M | $928.3M | 0.8% |
| 25 | RTXRTX Corp | 4.7M | $884.9M | 0.7% |
| 26 | CVSCVS Health Corp | 8.5M | $883.1M | 0.7% |
| 27 | TSLATesla Inc | 2.1M | $862.8M | 0.7% |
| 28 | TMOThermo Fisher Scientific Inc | 1.7M | $847.8M | 0.7% |
| 29 | UNPUnion Pacific Corp | 3.0M | $817.2M | 0.7% |
| 30 | ETREntergy Corp | 7.0M | $802.2M | 0.7% |
| 31 | MRSHMarsh & McLennan Cos Inc | 4.7M | $784.3M | 0.6% |
| 32 | SHWSherwin-Williams Co/The | 2.2M | $747.5M | 0.6% |
| 33 | APDAir Products and Chemicals Inc | 2.5M | $744.0M | 0.6% |
| 34 | TE Connectivity plc | 3.7M | $738.7M | 0.6% |
| 35 | TJXTJX Cos Inc/The | 4.7M | $712.7M | 0.6% |
| 36 | CNICanadian National Railway Co | 6.0M | $711.2M | 0.6% |
| 37 | ABNBAirbnb Inc | 4.9M | $704.9M | 0.6% |
| 38 | BXBlackstone Inc | 5.9M | $695.7M | 0.6% |
| 39 | BACBank of America Corp | 12.0M | $684.0M | 0.6% |
| 40 | VMCVulcan Materials Co | 2.3M | $678.3M | 0.6% |
| 41 | KOCoca-Cola Co/The | 8.3M | $678.0M | 0.6% |
| 42 | TRPTC Energy Corp | 9.4M | $625.0M | 0.5% |
| 43 | CRWDCrowdstrike Holdings Inc | 812,706 | $620.2M | 0.5% |
| 44 | VRTVertiv Holdings Co | 1.9M | $619.9M | 0.5% |
| 45 | ORCLOracle Corp | 4.2M | $617.7M | 0.5% |
| 46 | PBAPembina Pipeline Corp | 13.3M | $615.8M | 0.5% |
| 47 | AMTAmerican Tower Corp | 3.7M | $612.2M | 0.5% |
| 48 | APOApollo Global Management Inc | 5.2M | $609.9M | 0.5% |
| 49 | PSAPUBLIC STORAGE | 1.9M | $594.1M | 0.5% |
| 50 | LLYEli Lilly & Co | 483,528 | $580.0M | 0.5% |
| 51 | PGProcter & Gamble Co/The | 3.9M | $577.6M | 0.5% |
| 52 | Johnson Controls International plc | 3.9M | $572.8M | 0.5% |
| 53 | WMWaste Management Inc | 2.4M | $542.3M | 0.4% |
| 54 | LHXL3Harris Technologies Inc | 1.9M | $538.8M | 0.4% |
| 55 | MNSTMonster Beverage Corp | 5.6M | $535.3M | 0.4% |
| 56 | OTISOtis Worldwide Corp | 7.5M | $534.2M | 0.4% |
| 57 | SRESempra | 5.6M | $518.8M | 0.4% |
| 58 | MUMicron Technology Inc | 428,314 | $494.4M | 0.4% |
| 59 | FCXFreeport-McMoRan Inc | 7.8M | $489.4M | 0.4% |
| 60 | BDXBecton Dickinson & Co | 3.2M | $489.2M | 0.4% |
| 61 | XPOXPO Inc | 2.4M | $486.7M | 0.4% |
| 62 | ADPAutomatic Data Processing Inc | 2.2M | $483.7M | 0.4% |
| 63 | ISRGIntuitive Surgical Inc | 1.2M | $483.4M | 0.4% |
| 64 | PNCPNC Financial Services Group Inc/The | 1.9M | $477.8M | 0.4% |
| 65 | METMetLife Inc | 5.6M | $477.3M | 0.4% |
| 66 | COFCapital One Financial Corp | 2.4M | $475.4M | 0.4% |
| 67 | HDHome Depot Inc/The | 1.3M | $456.0M | 0.4% |
| 68 | TMUST-Mobile US Inc | 2.6M | $441.5M | 0.4% |
| 69 | AMDAdvanced Micro Devices Inc | 757,574 | $440.1M | 0.4% |
| 70 | CMCSAComcast Corp | 17.2M | $422.7M | 0.3% |
| 71 | OKEOneok Inc | 4.7M | $410.0M | 0.3% |
| 72 | UBERUber Technologies Inc | 5.5M | $393.3M | 0.3% |
| 73 | BEPCBrookfield Renewable Corp | 10.3M | $383.9M | 0.3% |
| 74 | ALNYAlnylam Pharmaceuticals Inc | 1.3M | $379.1M | 0.3% |
| 75 | SYKStryker Corp | 1.2M | $372.6M | 0.3% |
| 76 | PFGCPerformance Food Group Co | 3.3M | $370.7M | 0.3% |
| 77 | VSTVistra Corp | 2.3M | $366.9M | 0.3% |
| 78 | SNPSSynopsys Inc | 819,127 | $365.4M | 0.3% |
| 79 | ENBEnbridge Inc | 6.7M | $363.5M | 0.3% |
| 80 | DISWALT DISNEY COMPANY | 3.6M | $348.5M | 0.3% |
| 81 | SHOPShopify Inc | 3.0M | $340.8M | 0.3% |
| 82 | CMGChipotle Mexican Grill Inc | 10.0M | $340.5M | 0.3% |
| 83 | CLHClean Harbors Inc | 1.1M | $336.6M | 0.3% |
| 84 | PCGPG&E Corp | 20.0M | $336.0M | 0.3% |
| 85 | PORPortland General Electric Co | 6.4M | $329.8M | 0.3% |
| 86 | CVXChevron Corp | 2.0M | $327.8M | 0.3% |
| 87 | HLTHilton Worldwide Holdings Inc | 977,261 | $322.9M | 0.3% |
| 88 | OGEOGE Energy Corp | 6.6M | $320.7M | 0.3% |
| 89 | APPAppLovin Corp | 610,724 | $314.7M | 0.3% |
| 90 | NOWServiceNow Inc | 3.2M | $314.3M | 0.3% |
| 91 | WMTWalmart Inc | 2.8M | $314.3M | 0.3% |
| 92 | UNHUnitedHealth Group Inc | 752,620 | $312.8M | 0.3% |
| 93 | SOBOSouth Bow Corp | 8.9M | $312.1M | 0.3% |
| 94 | SNOWSnowflake Inc | 1.2M | $310.8M | 0.3% |
| 95 | ODFLOld Dominion Freight Line Inc | 1.4M | $306.0M | 0.3% |
| 96 | HLNHaleon PLC | 32.3M | $301.8M | 0.2% |
| 97 | SPCXSpace Exploration Technologies Corp | 1.7M | $297.3M | 0.2% |
| 98 | DDOGDatadog Inc | 1.1M | $295.7M | 0.2% |
| 99 | Honeywell International Inc | 1.3M | $285.7M | 0.2% |
| 100 | Honeywell Aerospace Inc | 1.3M | $285.3M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.