Filer Snapshot

CLEARBRIDGE, LLC

CIK 0000820330. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

288

Latest filing

14 Feb 2019

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q4 2018. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$328.74M

88 holdings for Q4 2018

Open portfolio

Largest parsed holding

GOOG

$21.58M reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Schedule 13D/G

SC 13G/A filed on 14 Feb 2019 for CIK 0000820330.

View Source Filing
Identity
Business address
100 International Drive, Baltimore, MD, 21202
SEC ownership signals
Parsed ownership coverage

13F reported value

$328.74M

Latest parsed Form 13F reported market value.

Largest 13F symbols

GOOG, MSFT, ORCL, AGN

Largest symbols in the latest parsed Form 13F holdings.

SEC record
State of incorporation
MD
Fiscal year end
31 March
Former names
LEGG MASON CAPITAL MANAGEMENT LLC (to 14 Feb 2014), LEGG MASON CAPITAL MANAGEMENT INC (to 14 Feb 2012)

Filer intelligence

What SEC filings say about CLEARBRIDGE, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $328.74M across 88 reported holdings for Q4 2018.
  • Largest parsed 13F holding: GOOG at $21.58M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 88 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2018 - 14 Feb 2019

Top 5 concentration

23%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$76.12M

Compared with $328.74M total 13F value.

Top 5 net change

-$1.02M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: BUD ยท Largest trim: LOW

GOOG MSFT ORCL AGN ALXN Other holdings

GOOG

6.6%

Alphabet Inc

$21.58M

MSFT

5%

Microsoft Corp

$16.51M

ORCL

4.4%

Oracle Corp

$14.44M

AGN

3.6%

Allergan Plc

$11.97M

ALXN

3.5%

Alexion Pharmaceuticals Inc

$11.62M

Latest update

What changed recently for CLEARBRIDGE, LLC

New filing available

Latest 13F period: Q4 2018. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 Feb 2019

Page type

Filer profile

Latest period

Q4 2018

Institutional portfolio context was refreshed from a 13F filing filed on 14 Feb 2019.

Benchmark Context

Benchmark context for this company

CLEARBRIDGE, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q4 2018. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0000820330 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
288
First seen
08 Mar 2001
Latest filing
14 Feb 2019
Entity
Company

Observed form types

SC 13G/A 13F-HR SC 13G 13F-HR/A 13F-NT

Latest Filings

Showing the latest 12 of 81 SEC filings for CLEARBRIDGE, LLC.

SC 13G/A

NONE

Filing date
14 Feb 2019
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G/A

NONE

Filing date
14 Feb 2019
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G/A

NONE

Filing date
14 Feb 2019
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-01701

13F-HR filing

Filing date
14 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-01701

13F-HR filing

Filing date
14 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-01701

13F-HR filing

Filing date
14 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-01701

13F-HR filing

Filing date
15 May 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-01701

13F-HR filing

Filing date
14 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G

NONE

Filing date
14 Feb 2018
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-01701

13F-HR filing

Filing date
14 Nov 2017
Reporting date
30 Sep 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-01701

13F-HR filing

Filing date
14 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-01701

13F-HR filing

Filing date
15 May 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
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