Filer Snapshot

Clearbridge Investments, LLC

CIK 0001348883. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

73

Latest filing

13 Aug 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$120.85B

699 holdings for Q2 2026

Open portfolio

Largest parsed holding

NVDA

$6.54B reported value

Open holding

13D/G large stake

POR

30 Jun 2026 · 4.8% ownership

Open 13D/G

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Source: SEC Form 13F

13F-HR filed on 13 Aug 2026 for CIK 0001348883.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$120.85B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$120.85B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
NVDA GOOGL AAPL AMZN AVGO
+15 moreTSM MSFT V META WMB ASML PANW JPM JNJ LIN TXN VRTX XOM NFLX ETN

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

NVDA GOOGL AAPL AMZN AVGO TSM MSFT V
+12 moreMETA WMB ASML PANW JPM JNJ LIN TXN VRTX XOM NFLX ETN

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

BEPC DOCS POR HEES CWEN KVYO
+5 moreSPT KRSPU GRDN SHLS EYE
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
One Madison Avenue, New York, NY, 10010
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 1 profile field available
Former names on EDGAR
Clearbridge Advisors, LLC (to 14 Nov 2012), CAM North America, LLC (to 28 Sep 2006)

Filer intelligence

What SEC filings say about Clearbridge Investments, 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 $120.85B across 699 reported holdings for Q2 2026.
  • Largest parsed 13F holding: NVDA at $6.54B.
  • 5 recent 13D/G stake rows found; top row is POR at 4.8% ownership.

SEC source mix

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

XML parsed
13F portfolio 699 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 5 rows

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.

Q2 2026 - 13 Aug 2026

Top 5 concentration

17%

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

Top 5 reported value

$20.46B

Compared with $120.85B total 13F value.

Top 5 net change

-$162.42M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: AMD · Largest trim: MSFT

NVDA GOOGL AAPL AMZN AVGO Other holdings

NVDA

5.4%

NVIDIA Corp

$6.54B

GOOGL

3.4%

Alphabet Inc

$4.12B

AAPL

3.4%

Apple Inc

$4.11B

AMZN

2.4%

Amazon.com Inc

$2.9B

AVGO

2.3%

Broadcom Inc

$2.79B

13D/G large-stake context

POR

30 Jun 2026 · Common Stock, no par value

4.8%

CWEN

30 Jun 2026 · Class C Common Stock, par value $0.01

4%

KRSPU

31 Dec 2025 · Class A ordinary share, $0.0001 par value

9.7%

BEPC

31 Dec 2025 · Class A exchangeable subordinate voting shares, no par value

5.5%

Latest update

What changed recently for Clearbridge Investments, LLC

New filing available

Latest 13F period: Q2 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 Aug 2026

Page type

Filer profile

Latest period

Q2 2026

Institutional portfolio context was refreshed from a 13F filing filed on 13 Aug 2026.

Benchmark Context

Benchmark context for this company

Clearbridge Investments, 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: Q2 2026. 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 0001348883 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
73
First seen
14 Feb 2014
Latest filing
13 Aug 2026
Entity
Company

Latest Filings

Showing the latest 12 of 73 SEC filings for Clearbridge Investments, LLC.

13F-HR

13F-HR filing

Filing date
13 Aug 2026
Reporting date
30 Jun 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G

SCHEDULE 13G filing

Filing date
29 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
29 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G

SCHEDULE 13G filing

Filing date
12 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G

SCHEDULE 13G filing

Filing date
12 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G

SCHEDULE 13G filing

Filing date
12 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 Aug 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
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