Clearbridge Value Fund-a
$109.57-0.6%
+$0.0
Net Activity
+0.00% total shares
Institutions Holding
2
Popularity Rank
#16949
Avg Weight
0.01%
Total Value
$435.9K
2 institutions currently hold LGVAX, with 0 net buyers and 0 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
0
Net Buying Institutions
0
Top 5 by Value
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Across its top 2 institutional holders, LGVAX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 21/100).
LGVAX ranks #16949 out of 37507 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
2 institutions disclose a position in LGVAX, but none treat it as a major bet — even Westside Investment Management, Inc., its most concentrated holder, allocates just 0.0% of its own portfolio to it.
Williams Jones Wealth Management, LLC. has added to its LGVAX position for two straight quarters, increasing it by $41.5K to reach $397.5K today.
+$0.0
Total Buy Value
$0.0
Total Sell Value
0
Net Buyers
0
Net Sellers
LGVAX
Q2 2026
Top 5 Institutional Movers
+$37.4K
LGVAX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
524686623
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,251
Total reported value
$2.2T
3236 13F institutions increased their position this quarter
Institutions Holding
5,998
Total reported value
$3.6T
3038 13F institutions increased their position this quarter
Institutions Holding
6,162
Total reported value
$1.8T
2978 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,258
Total reported value
$1.3T
Held by 5258 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,152
Total reported value
$670.7B
Held by 5152 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,081
Total reported value
$1.1T
Held by 5081 institutions — one of the most-tracked stocks on AlphaSMO
Access LGVAX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/LGVAXCLI
npx alphasmo stocks get LGVAX