Filed: 11/13/2025ACC: 0001348883-25-000015
📋 What this filing means
CLEARBRIDGE INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 712 equity positions with a total reported market value of $132.80B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
712
Positions
$132.80B
Total AUM (reported)
1.15B
Total Shares
Allocation by class
COM$96.07B72.3%
CL A$8.51B6.4%
COM CL A$5.48B4.1%
SHS$4.23B3.2%
CAP STK CL A$2.59B2.0%
COM NEW$1.98B1.5%
SPONSORED ADS$1.70B1.3%
Portfolio Concentration
Top 3$16.77B12.6%
4–10$19.94B15.0%
11–25$17.03B12.8%
Rest$79.06B59.5%
Top 3 weight
12.6%
Top 10 weight
27.6%
Voting Authority Distribution
Total shares with voting rights: 1.15B
Sole
Full voting authority
1.10B
shares
% of voting shares95.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
50.55M
shares
% of voting shares4.4%
Investment Discretion (by position count)
Sole662
Shared0
Other50
Dominant voting typeSole · 95.6% of voting shares
Institutional Holdings712
Rows:
NVIDIA Corp
SOLEShares35.29M
TypeSH
Market value$6.58B
4.96%
Sole
33.98M
Shared
0.00
None
1.31M
Microsoft Corp
SOLEShares11.89M
TypeSH
Market value$6.16B
4.64%
Sole
11.45M
Shared
0.00
None
438.13K
Amazon.com Inc
SOLEShares18.33M
TypeSH
Market value$4.02B
3.03%
Sole
17.67M
Shared
0.00
None
658.92K
Meta Platforms Inc
SOLEShares5.36M
TypeSH
Market value$3.94B
2.97%
Sole
5.25M
Shared
0.00
None
116.58K
Apple Inc
SOLEShares15.30M
TypeSH
Market value$3.90B
2.93%
Sole
14.69M
Shared
0.00
None
607.47K
Broadcom Inc
SOLEShares10.52M
TypeSH
Market value$3.47B
2.61%
Sole
10.18M
Shared
0.00
None
342.38K
Alphabet Inc
SOLEShares10.66M
TypeSH
Market value$2.59B
1.95%
Sole
10.32M
Shared
0.00
None
334.62K
Visa Inc
SOLEShares7.54M
TypeSH
Market value$2.57B
1.94%
Sole
7.31M
Shared
0.00
None
224.43K
Netflix Inc
SOLEShares1.63M
TypeSH
Market value$1.95B
1.47%
Sole
1.57M
Shared
0.00
None
55.10K
JPMorgan Chase & Co
SOLEShares4.82M
TypeSH
Market value$1.52B
1.14%
Sole
4.65M
Shared
0.00
None
165.25K
Oracle Corp
SOLEShares4.59M
TypeSH
Market value$1.29B
0.97%
Sole
4.48M
Shared
0.00
None
109.22K
Eaton Corp PLC
SOLEShares3.37M
TypeSH
Market value$1.26B
0.95%
Sole
3.28M
Shared
0.00
None
88.22K
Tesla Inc
SOLEShares2.72M
TypeSH
Market value$1.21B
0.91%
Sole
2.67M
Shared
0.00
None
53.45K
RTX Corp
SOLEShares7.15M
TypeSH
Market value$1.20B
0.90%
Sole
7.02M
Shared
0.00
None
126.30K
Taiwan Semiconductor Manufacturing Co Ltd
SOLEShares4.27M
TypeSH
Market value$1.19B
0.90%
Sole
4.15M
Shared
0.00
None
119.16K
Palo Alto Networks Inc
SOLEShares5.86M
TypeSH
Market value$1.19B
0.90%
Sole
5.65M
Shared
0.00
None
208.76K
TE Connectivity
SOLEShares5.23M
TypeSH
Market value$1.15B
0.86%
Sole
5.12M
Shared
0.00
None
116.84K
Linde PLC
SOLEShares2.41M
TypeSH
Market value$1.15B
0.86%
Sole
2.33M
Shared
0.00
None
77.03K
ASML Holding NV
SOLEShares1.16M
TypeSH
Market value$1.12B
0.85%
Sole
1.12M
Shared
0.00
None
35.64K
Williams Cos Inc/The
SOLEShares17.58M
TypeSH
Market value$1.11B
0.84%
Sole
17.26M
Shared
0.00
None
313.47K
Enbridge Inc
SOLEShares21.63M
TypeSH
Market value$1.09B
0.82%
Sole
21M
Shared
0.00
None
625.27K
Exxon Mobil Corp
SOLEShares9.38M
TypeSH
Market value$1.06B
0.80%
Sole
9.25M
Shared
0.00
None
122.79K
Vertex Pharmaceuticals Inc
SOLEShares2.65M
TypeSH
Market value$1.04B
0.78%
Sole
2.57M
Shared
0.00
None
74.21K
Johnson & Johnson
SOLEShares5.34M
TypeSH
Market value$989.34M
0.74%
Sole
5.10M
Shared
0.00
None
231.01K
Sempra
SOLEShares10.93M
TypeSH
Market value$983.15M
0.74%
Sole
10.71M
Shared
0.00
None
220.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorpSOLE | COM | 35.29M | SH | $6.58B 4.96% | 33.98M | 0.00 | 1.31M |
Microsoft CorpSOLE | COM | 11.89M | SH | $6.16B 4.64% | 11.45M | 0.00 | 438.13K |
Amazon.com IncSOLE | COM | 18.33M | SH | $4.02B 3.03% | 17.67M | 0.00 | 658.92K |
Meta Platforms IncSOLE | CL A | 5.36M | SH | $3.94B 2.97% | 5.25M | 0.00 | 116.58K |
Apple IncSOLE | COM | 15.30M | SH | $3.90B 2.93% | 14.69M | 0.00 | 607.47K |
Broadcom IncSOLE | COM | 10.52M | SH | $3.47B 2.61% | 10.18M | 0.00 | 342.38K |
Alphabet IncSOLE | CAP STK CL A | 10.66M | SH | $2.59B 1.95% | 10.32M | 0.00 | 334.62K |
Visa IncSOLE | COM CL A | 7.54M | SH | $2.57B 1.94% | 7.31M | 0.00 | 224.43K |
Netflix IncSOLE | COM | 1.63M | SH | $1.95B 1.47% | 1.57M | 0.00 | 55.10K |
JPMorgan Chase & CoSOLE | COM | 4.82M | SH | $1.52B 1.14% | 4.65M | 0.00 | 165.25K |
Oracle CorpSOLE | COM | 4.59M | SH | $1.29B 0.97% | 4.48M | 0.00 | 109.22K |
Eaton Corp PLCSOLE | SHS | 3.37M | SH | $1.26B 0.95% | 3.28M | 0.00 | 88.22K |
Tesla IncSOLE | COM | 2.72M | SH | $1.21B 0.91% | 2.67M | 0.00 | 53.45K |
RTX CorpSOLE | COM | 7.15M | SH | $1.20B 0.90% | 7.02M | 0.00 | 126.30K |
Taiwan Semiconductor Manufacturing Co LtdSOLE | SPONSORED ADS | 4.27M | SH | $1.19B 0.90% | 4.15M | 0.00 | 119.16K |
Palo Alto Networks IncSOLE | COM | 5.86M | SH | $1.19B 0.90% | 5.65M | 0.00 | 208.76K |
TE ConnectivitySOLE | ORD SHS | 5.23M | SH | $1.15B 0.86% | 5.12M | 0.00 | 116.84K |
Linde PLCSOLE | SHS | 2.41M | SH | $1.15B 0.86% | 2.33M | 0.00 | 77.03K |
ASML Holding NVSOLE | N Y REGISTRY SHS | 1.16M | SH | $1.12B 0.85% | 1.12M | 0.00 | 35.64K |
Williams Cos Inc/TheSOLE | COM | 17.58M | SH | $1.11B 0.84% | 17.26M | 0.00 | 313.47K |
Enbridge IncSOLE | COM | 21.63M | SH | $1.09B 0.82% | 21M | 0.00 | 625.27K |
Exxon Mobil CorpSOLE | COM | 9.38M | SH | $1.06B 0.80% | 9.25M | 0.00 | 122.79K |
Vertex Pharmaceuticals IncSOLE | COM | 2.65M | SH | $1.04B 0.78% | 2.57M | 0.00 | 74.21K |
Johnson & JohnsonSOLE | COM | 5.34M | SH | $989.34M 0.74% | 5.10M | 0.00 | 231.01K |
SempraSOLE | COM | 10.93M | SH | $983.15M 0.74% | 10.71M | 0.00 | 220.21K |
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