Clearbridge Investments, LLC holds a diversified book of 690 stocks worth $114.9B as of Q1 2026 (disclosed May 13, 2026, a ~43-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 5% of the equity book. Cloning the disclosed picks since 2013 would be +276% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +298.9%, a 23.1-point gap that is the cost of the ~43-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Clearbridge Investments, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Clearbridge Investments, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.3T |
| FMR LLC | 80 / 80 | $839.9B |
| MORGAN STANLEY | 80 / 80 | $532.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $509.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $330.5B |
| NORTHERN TRUST CORP | 80 / 80 | $307.2B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $244.5B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $225.7B |
Ranked by how many of Clearbridge Investments, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp COM | $5.7B | 32.40M | 4.9% | ▼−3.2% Reduced · −1.1M sh | |
| 2 | Microsoft Corp COM | $3.4B | 9.27M | 3.0% | ▼−11% Reduced · −1.1M sh | |
| 3 | Apple Inc COM | $3.3B | 13.13M | 2.9% | ▼−6.8% Reduced · −955K sh | |
| 4 | Alphabet Inc CAP STK CL A | $3.0B | 10.49M | 2.6% | ▲+3.1% Added · +320K sh | |
| 5 | Amazon.com Inc COM | $3.0B | 14.45M | 2.6% | ▼−14% Reduced · −2.3M sh | |
| 6 | Meta Platforms Inc CL A | $2.7B | 4.72M | 2.4% | ▼−6.1% Reduced · −306K sh | |
| 7 | Broadcom Inc COM | $2.6B | 8.33M | 2.2% | ▼−15% Reduced · −1.5M sh | |
| 8 | Visa Inc COM CL A | $2.0B | 6.46M | 1.7% | ▼−2.6% Reduced · −172K sh | |
| 9 | Netflix Inc COM | $1.9B | 19.56M | 1.6% | ▲+17% Added · +2.9M sh | |
| 10 | Williams Cos Inc COM | $1.7B | 23.24M | 1.5% | ▲+9.0% Added · +1.9M sh | |
| 11 | Taiwan Semiconductor Manufacturing Co Ltd SPONSORED ADS | $1.6B | 4.75M | 1.4% | ▲+7.5% Added · +332K sh | |
| 12 | Johnson & Johnson COM | $1.4B | 5.65M | 1.2% | ▲+0.7% Added · +38K sh | |
| 13 | Linde PLC SHS | $1.3B | 2.67M | 1.2% | ▲+7.9% Added · +195K sh | |
| 14 | JPMorgan Chase & Co COM | $1.3B | 4.32M | 1.1% | ▼−6.6% Reduced · −306K sh | |
| 15 | ASML Holding NV N Y REGISTRY SHS | $1.2B | 924.5K | 1.1% | ▼−20% Reduced · −233K sh | |
| 16 | Vertex Pharmaceuticals Inc COM | $1.2B | 2.70M | 1.0% | ▼−5.6% Reduced · −159K sh | |
| 17 | Exxon Mobil Corp COM | $1.2B | 6.91M | 1.0% | ▼−23% Reduced · −2.1M sh | |
| 18 | Eaton Corp PLC SHS | $1.1B | 3.17M | 1.0% | ▼−2.3% Reduced · −74K sh | |
| 19 | Marsh & McLennan Cos Inc COM | $1.1B | 6.42M | 1.0% | ▲+27% Added · +1.3M sh | |
| 20 | RTX Corp COM | $1.1B | 5.49M | 0.9% | ▼−14% Reduced · −860K sh | |
| 21 | AstraZeneca PLC ORD | $1.0B | 5.16M | 0.9% | ▲New New position | |
| 22 | L3Harris Technologies Inc COM | $953.6M | 2.76M | 0.8% | ▼−11% Reduced · −335K sh | |
| 23 | WW Grainger Inc COM | $922.3M | 845.5K | 0.8% | ▲+0.1% Added · +1K sh | |
| 24 | TE Connectivity plc ORD SHS | $876.8M | 4.19M | 0.8% | ▼−8.1% Reduced · −372K sh | |
| 25 | TJX Cos Inc COM | $853.5M | 5.34M | 0.7% | ▼−1.2% Reduced · −66K sh | |
| 26 | Texas Instruments Inc COM | $846.4M | 4.36M | 0.7% | ▲+43% Added · +1.3M sh | |
| 27 | Travelers Cos Inc COM | $816.2M | 2.80M | 0.7% | ▼−2.5% Reduced · −72K sh | |
| 28 | Thermo Fisher Scientific Inc COM | $791.7M | 1.61M | 0.7% | ▼−14% Reduced · −252K sh | |
| 29 | Palo Alto Networks Inc COM | $787.3M | 4.91M | 0.7% | ▼−12% Reduced · −691K sh | |
| 30 | Entergy Corp COM | $771.6M | 6.87M | 0.7% | ▲+2.6% Added · +172K sh | |
| 31 | Air Products and Chemicals Inc COM | $758.6M | 2.61M | 0.7% | ▼−3.1% Reduced · −83K sh | |
| 32 | Sherwin-Williams Co COM | $750.3M | 2.34M | 0.7% | ▼−2.3% Reduced · −56K sh | |
| 33 | Union Pacific Corp COM | $745.9M | 3.07M | 0.6% | ▼−11% Reduced · −398K sh | |
| 34 | Airbnb Inc COM CL A | $710.5M | 5.63M | 0.6% | ▼−7.4% Reduced · −448K sh | |
| 35 | T-Mobile US Inc COM | $666.2M | 3.17M | 0.6% | ▲+15% Added · +407K sh | |
| 36 | Freeport-McMoRan Inc CL B | $655.8M | 11.16M | 0.6% | ▼−25% Reduced · −3.8M sh | |
| 37 | Vertiv Holdings Co COM CL A | $655.2M | 2.61M | 0.6% | ▼−7.2% Reduced · −204K sh | |
| 38 | Becton Dickinson & Co COM | $650.9M | 4.14M | 0.6% | ▲+1.2% Added · +48K sh | |
| 39 | Procter & Gamble Co COM | $642.5M | 4.45M | 0.6% | ▲+8.8% Added · +359K sh | |
| 40 | American Tower Corp COM | $636.0M | 3.69M | 0.6% | ▲+14% Added · +450K sh | |
| 41 | Vulcan Materials Co COM | $633.4M | 2.33M | 0.6% | ▲+1.1% Added · +26K sh | |
| 42 | Tesla Inc COM | $632.0M | 1.70M | 0.6% | ▼−25% Reduced · −560K sh | |
| 43 | CVS Health Corp COM | $630.2M | 8.77M | 0.5% | ▼−0.2% Reduced · −17K sh | |
| 44 | Bank of America Corp COM | $629.4M | 12.91M | 0.5% | ▼−21% Reduced · −3.4M sh | |
| 45 | Intuitive Surgical Inc COM NEW | $629.3M | 1.37M | 0.5% | ▼−19% Reduced · −318K sh | |
| 46 | Coca-Cola Co COM | $624.6M | 8.21M | 0.5% | ▼−2.5% Reduced · −215K sh | |
| 47 | Honeywell International Inc COM | $622.7M | 2.75M | 0.5% | ▲+170% Added · +1.7M sh | |
| 48 | Oracle Corp COM | $620.6M | 4.22M | 0.5% | ▼−14% Reduced · −682K sh | |
| 49 | Apollo Global Management Inc COM | $577.0M | 5.18M | 0.5% | ▲+64% Added · +2.0M sh | |
| 50 | Waste Management Inc COM | $568.6M | 2.47M | 0.5% | ▼−1.3% Reduced · −31K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1348883/holdings"
Use Arkolith to show Clearbridge Investments, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 794 | $114.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 800 | $124.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 813 | $132.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 761 | $123.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 753 | $114.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 766 | $123.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 751 | $127.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 27, 2024 | 775 | $123.1B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 819 | $126.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 9, 2024 | 816 | $116.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 687 | $103.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 695 | $110.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 711 | $104.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 735 | $101.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 736 | $99.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 760 | $107.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 783 | $133.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 787 | $146.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 786 | $140.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 823 | $143.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 803 | $134.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 10, 2021 | 791 | $129.5B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 778 | $116.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.