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CIK: 0001348883
Total reported value
$120.9B
$120.9B
709 檔
17.2%
According to the latest 13F quarterly dataset, Clearbridge Investments, LLC managed an equity portfolio of $120.9B at the end of Q3 2024, spanning 709 distinct U.S. exchange-listed positions.
In Q3 2024, Clearbridge Investments, LLC adopted a defensive or profit-taking posture, trimming 94 positions and completely liquidating 18 holdings to manage risk exposure.
Showing top 200 holdings (of 709 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.32% | -1.07% | -2.56% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.58% | +0.49% | -2.73% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.94% | +0.50% | +2.03% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | -0.22% | +1.36% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.56% | -0.59% | -3.08% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.23% | +0.13% | +6.32% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.16% | -0.03% | -4.88% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.66% | +0.07% | +981.01% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 1.24% | -0.69% | -1.05% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | +0.03% | -2.59% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.78% | +29.54% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.02% | +0.01% | -0.21% | |
| 13 | SRE | Sempra | Stock-Utilities | 0.93% | -0.06% | +5.02% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 0.93% | -0.19% | -5.23% | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 0.88% | -0.06% | -0.74% | |
| 16 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.86% | -0.07% | -0.63% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 0.82% | +0.03% | -2.33% | |
| 18 | GWW | Ww Grainger Inc | Stock-Industrials | 0.82% | +0.05% | -7.57% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.82% | -0.03% | -12.67% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.11% | +2.62% | |
| 21 | ACN | Accenture plc | Stock-Tech | 0.80% | — | +6.67% | |
| 22 | ASML | ASML Holding N.V. | Stock-Tech | 0.80% | +0.41% | +1.56% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 0.79% | — | -1.16% | |
| 24 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.78% | +0.06% | -1.17% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.08% | +0.50% | |
| 26 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.76% | -0.03% | -6.72% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 0.76% | -0.04% | +4.73% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.76% | -0.15% | -1.36% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.75% | — | +1.51% | |
| 30 | LIN | Linde plc | Stock-Materials | 0.73% | -0.08% | -2.17% | |
| 31 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.72% | -0.09% | -5.68% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.06% | -0.93% | |
| 33 | WMB | Williams Cos Inc | Stock-Energy | 0.69% | +0.02% | -0.24% | |
| 34 | AMT | American Tower CORP | Stock-Real Estate | 0.69% | -0.04% | +2.02% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.69% | +0.48% | -4.17% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.65% | +0.54% | +27.85% | |
| 37 | EQIX | Equinix Inc | Stock-Real Estate | 0.64% | — | +2.11% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.63% | -0.18% | -4.74% | |
| 39 | ENB | Enbridge Inc | Stock-Energy | 0.63% | -0.10% | +4.30% | |
| 40 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.61% | -0.21% | +3.72% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | — | -0.81% | |
| 42 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.60% | -0.17% | +6.09% | |
| 43 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.59% | — | +13.86% | |
| 44 | SPGI | S&p Global Inc | Stock-Financials | 0.59% | -0.27% | -0.86% | |
| 45 | ALC | Alcon Inc. | Stock-Healthcare | 0.57% | -0.07% | -19.73% | |
| 46 | ADSK | Autodesk Inc | Stock-Tech | 0.56% | -0.09% | -5.80% | |
| 47 | APO | Apollo Global Management Inc | Stock-Financials | 0.56% | — | -12.94% | |
| 48 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.55% | -0.32% | -7.63% | |
| 49 | VMC | Vulcan Materials Co | Stock-Materials | 0.55% | +0.01% | +7.57% | |
| 50 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.55% | +0.01% | +3.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TEL | TE Connectivity plc | +0.3% | NEW | New buy |
| 2 | SBUX | Starbucks CORP | +0.3% | +203.43% | Add |
| 3 | AAPL | Apple Inc | +0.3% | +2.03% | Add |
| 4 | PYPL | Paypal Holdings Inc | +0.2% | +13.86% | Add |
| 5 | AVGO | Broadcom Inc | +0.2% | +981.01% | Add |
| 6 | V | Visa Inc-class A Shares | +0.2% | +6.32% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.2% | -3.08% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +29.54% | Add |
| 9 | ACN | Accenture plc | +0.1% | +6.67% | Add |
| 10 | TSLA | Tesla Inc | +0.1% | +27.34% | Add |
| 11 | UNH | Unitedhealth Group Inc | +0.1% | -4.88% | Trim |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +27.85% | Add |
| 13 | SHOP | Shopify Inc - Class A | +0.1% | +25.69% | Add |
| 14 | ARES | Ares Management CORP - A | +0.1% | NEW | New buy |
| 15 | MSCI | Msci Inc | +0.1% | +3595.53% | Add |
| 16 | AMT | American Tower CORP | +0.1% | +2.02% | Add |
| 17 | SE | Sea Ltd-adr | +0.1% | +84.74% | Add |
| 18 | SRE | Sempra | +0.1% | +5.02% | Add |
| 19 | SHW | Sherwin-williams Co/the | +0.1% | -6.72% | Trim |
| 20 | PH | Parker Hannifin CORP | +0.1% | +5098.34% | Add |
| 21 | RTX | Rtx CORP | +0.1% | -5.23% | Trim |
| 22 | TMUS | T-mobile US Inc | +0.1% | +3.72% | Add |
| 23 | EQIX | Equinix Inc | +0.1% | +2.11% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | +21.49% | Add |
| 25 | ENB | Enbridge Inc | +0.1% | +4.30% | Add |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | +36.32% | Add |
| 27 | PCVX | Vaxcyte Inc | +0.1% | +522.80% | Add |
| 28 | ORLY | O'reilly Automotive Inc | +0.1% | +9965.08% | Add |
| 29 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.21% | Trim |
| 30 | TRV | Travelers Cos Inc/the | +0.1% | -1.17% | Trim |
| 31 | EQT | Eqt CORP | +0.1% | +32.70% | Add |
| 32 | GILD | Gilead Sciences Inc | +0.1% | +8.27% | Add |
| 33 | COF | Capital One Financial CORP | +0.1% | +11.45% | Add |
| 34 | EIX | Edison International | +0.1% | +4.25% | Add |
| 35 | JNJ | Johnson & Johnson | +0.1% | +0.50% | Add |
| 36 | SPGI | S&p Global Inc | +0.1% | -0.86% | Trim |
| 37 | ODFL | Old Dominion Freight Line | +0.1% | +51.33% | Add |
| 38 | BLDR | Builders Firstsource Inc | +0.1% | +91.91% | Add |
| 39 | TSCO | Tractor Supply Company | +0.1% | +60.26% | Add |
| 40 | LW | Lamb Weston Holdings Inc | +0.1% | +7414.23% | Add |
| 41 | VST | Vistra CORP | +0.1% | +5.39% | Add |
| 42 | GPN | Global Payments Inc | +0.1% | +4053.85% | Add |
| 43 | TECK | Teck Resources Ltd-cls B | +0.1% | +122.50% | Add |
| 44 | CP | Canadian Pacific Kansas City | +0.1% | +3.28% | Add |
| 45 | PODD | Insulet CORP | +0.1% | +9.65% | Add |
| 46 | WDAY | Workday Inc-class A | +0.1% | +3.38% | Add |
| 47 | GXO | Gxo Logistics Inc | +0.1% | +43.56% | Add |
| 48 | DOCS | Doximity Inc-class A | +0.1% | -9.10% | Trim |
| 49 | WSC | Willscot Holdings CORP | +0.1% | +29.64% | Add |
| 50 | USB | US Bancorp | +0.1% | +6.90% | Add |
According to official SEC Form 13F filings, Clearbridge Investments, LLC reported a total U.S. public equity portfolio value of $120.9B across 709 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 17.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
TEL
市值: $356.6M
Top Position Liquidated / Trimmed
TEL
前期市值: $675.4M
During Q3 2024, Clearbridge Investments, LLC's top holdings by market value included MSFT (4.3%)、NVDA (3.6%)、AAPL (2.9%). The largest single position, MSFT, represented 4.3% of total portfolio value.
In Q3 2024, Clearbridge Investments, LLC made 199 total portfolio adjustments, initiating 7 new buys, adding to 80 positions, trimming 94 holdings, and fully liquidating 18 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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