Clearbridge Investments, LLC Top Holdings and 13F Report (2025) About Clearbridge Investments, LLCInvestment ActivityClearbridge Investments, LLC has $114.46 billion in total holdings as of March 31, 2025.Clearbridge Investments, LLC owns shares of 702 different stocks, but just 139 companies or ETFs make up 80% of its holdings.Approximately 5.34% of the portfolio was purchased this quarter.About 8.64% of the portfolio was sold this quarter.This quarter, Clearbridge Investments, LLC has purchased 713 new stocks and bought additional shares in 240 stocks.Clearbridge Investments, LLC sold shares of 372 stocks and completely divested from 53 stocks this quarter.Largest Holdings Microsoft $4,456,383,180NVIDIA $3,681,057,826Amazon.com $3,516,150,417Apple $3,307,214,559Visa $3,207,621,019 Largest New Holdings this Quarter 92333F101 - Venture Global Inc $102,775,130 Holding78351F107 - Ryan Specialty $94,268,566 Holding372460105 - Genuine Parts $84,102,699 Holding48020Q107 - Jones Lang LaSalle $69,009,802 Holding148929102 - CAVA Group $47,912,105 Holding Largest Purchases this Quarter Synopsys 1,135,602 shares (about $487.00M)CVS Health 4,085,261 shares (about $276.76M)PepsiCo 1,090,331 shares (about $163.48M)Novo Nordisk A/S 2,350,617 shares (about $163.23M)Palantir Technologies Inc 1,704,643 shares (about $143.87M) Largest Sales this Quarter Oracle 2,157,269 shares (about $301.60M)Canadian Pacific Kansas City 3,608,802 shares (about $253.37M)Adobe 659,992 shares (about $253.13M)Visa 697,745 shares (about $244.53M)Apple 1,090,796 shares (about $242.30M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClearbridge Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$4,456,383,180$137,370,971 ▼-3.0%11,871,3423.9%Computer and TechnologyNVDANVIDIA$3,681,057,826$32,906,444 ▼-0.9%33,964,3653.2%Computer and TechnologyAMZNAmazon.com$3,516,150,417$62,918,222 ▼-1.8%18,480,7653.1%Retail/WholesaleAAPLApple$3,307,214,559$242,298,520 ▼-6.8%14,888,6442.9%Computer and TechnologyVVisa$3,207,621,019$244,531,722 ▼-7.1%9,152,6022.8%Business ServicesMETAMeta Platforms$2,988,961,053$158,670,188 ▼-5.0%5,185,9272.6%Computer and TechnologyUNHUnitedHealth Group$2,138,360,388$131,515,207 ▼-5.8%4,082,7881.9%MedicalAVGOBroadcom$1,701,941,903$171,055,534 ▼-9.1%10,165,0951.5%Computer and TechnologyNFLXNetflix$1,575,605,237$188,608,825 ▼-10.7%1,689,6031.4%Consumer DiscretionaryJPMJPMorgan Chase & Co.$1,537,413,623$108,367,408 ▼-6.6%6,267,6251.3%FinanceGOOGLAlphabet$1,354,462,188$71,423,111 ▼-5.0%8,758,8091.2%Computer and TechnologyRTXRTX$1,153,431,736$91,413,559 ▼-7.3%8,707,7741.0%AerospaceUNPUnion Pacific$1,126,908,156$28,447,309 ▲2.6%4,770,1841.0%TransportationTRVTravelers Companies$1,098,483,247$9,132,864 ▲0.8%4,153,6831.0%FinanceETNEaton$981,206,476$115,178,441 ▲13.3%3,609,6330.9%IndustrialsJNJJohnson & Johnson$974,733,844$14,944,505 ▲1.6%5,877,5560.9%MedicalGWWW.W. Grainger$945,326,804$4,289,159 ▼-0.5%956,9730.8%IndustrialsXOMExxon Mobil$900,608,844$22,774,857 ▲2.6%7,572,5960.8%EnergyCRMSalesforce$900,219,161$36,611,546 ▼-3.9%3,354,5210.8%Computer and TechnologyWMBWilliams Companies$892,713,985$56,924,925 ▼-6.0%14,938,3200.8%EnergyLinde PLC$892,127,600$39,701,398 ▲4.7%1,915,9170.8%SHSSHWSherwin-Williams$854,883,698$6,708,987 ▲0.8%2,448,1910.7%Basic MaterialsSRESempra$852,563,235$145,758,791 ▼-14.6%11,947,3550.7%UtilitiesASMLASML$841,406,066$11,230,913 ▲1.4%1,269,7980.7%Computer and TechnologyLLYEli Lilly and Company$840,517,879$63,106,958 ▼-7.0%1,017,6870.7%MedicalTMOThermo Fisher Scientific$827,441,387$93,709,996 ▼-10.2%1,662,8650.7%MedicalTMUST-Mobile US$815,859,758$163,837,820 ▼-16.7%3,058,9770.7%Computer and TechnologyVRTXVertex Pharmaceuticals$814,095,708$83,237,294 ▼-9.3%1,679,1710.7%MedicalBDXBecton, Dickinson and Company$799,936,034$25,963,725 ▲3.4%3,492,2550.7%MedicalPANWPalo Alto Networks$794,531,212$20,303,941 ▼-2.5%4,656,1840.7%Computer and TechnologyAMTAmerican Tower$793,756,051$37,285,107 ▲4.9%3,647,7760.7%FinanceENBEnbridge$791,570,630$18,208,707 ▼-2.2%17,864,3790.7%EnergySYKStryker$754,730,114$26,580,137 ▼-3.4%2,027,4820.7%MedicalBACBank of America$729,213,805$25,008,872 ▲3.6%17,474,5700.6%FinanceINTUIntuit$728,056,042$47,897,988 ▲7.0%1,185,7780.6%Computer and TechnologyMMCMarsh & McLennan Companies$718,190,148$20,173,719 ▼-2.7%2,943,0400.6%FinanceTJXTJX Companies$715,508,888$5,694,637 ▼-0.8%5,874,4570.6%Retail/WholesaleACNAccenture$712,757,618$22,642,868 ▼-3.1%2,284,1870.6%Computer and TechnologyISRGIntuitive Surgical$697,317,209$67,339,369 ▼-8.8%1,407,9540.6%MedicalTE Connectivity plc$693,255,580$118,814,932 ▲20.7%4,905,5730.6%ORD SHSKOCoca-Cola$681,716,881$109,400,836 ▲19.1%9,518,5270.6%Consumer StaplesWDAYWorkday$679,954,794$57,971,485 ▲9.3%2,911,6380.6%Computer and TechnologyPYPLPayPal$676,815,369$67,369,779 ▲11.1%10,372,6490.6%Computer and TechnologySPGIS&P Global$669,536,766$6,452,872 ▼-1.0%1,317,7260.6%Business ServicesTSMTaiwan Semiconductor Manufacturing$668,456,151$18,468,995 ▼-2.7%4,026,8440.6%Computer and TechnologyCMCSAComcast$658,079,262$84,430,415 ▼-11.4%17,834,8970.6%Consumer DiscretionaryEQTEQT$651,649,169$87,284,424 ▼-11.8%12,196,3160.6%EnergyTSLATesla$643,520,035$142,641,427 ▲28.5%2,483,0990.6%Auto/Tires/TrucksSNPSSynopsys$636,340,779$487,002,806 ▲326.1%1,483,8310.6%Computer and TechnologyUBERUber Technologies$635,839,230$48,660,133 ▼-7.1%8,726,8630.6%Computer and TechnologyMNSTMonster Beverage$621,590,273$18,636,104 ▼-2.9%10,621,8430.5%Consumer StaplesVMCVulcan Materials$621,081,348$39,736,349 ▲6.8%2,662,1580.5%ConstructionNOCNorthrop Grumman$615,294,889$120,009,548 ▲24.2%1,201,7240.5%AerospaceWMWaste Management$610,710,441$7,763,920 ▼-1.3%2,637,9440.5%Business ServicesPGProcter & Gamble$607,318,566$34,421,451 ▲6.0%3,563,7970.5%Consumer StaplesFCXFreeport-McMoRan$589,575,384$83,465,778 ▲16.5%15,572,5140.5%Basic MaterialsABNBAirbnb$586,698,087$67,163,403 ▲12.9%4,911,2510.5%Consumer DiscretionaryEQIXEquinix$584,259,467$52,639,000 ▼-8.3%716,5750.5%FinanceCVSCVS Health$574,654,598$276,763,534 ▲92.9%8,482,3820.5%MedicalCOFCapital One Financial$563,596,417$119,772,408 ▼-17.5%3,143,3150.5%FinanceDISWalt Disney$541,998,456$129,053,911 ▲31.3%5,491,3720.5%Consumer DiscretionaryCRWDCrowdStrike$540,643,239$91,413,045 ▼-14.5%1,533,3920.5%Computer and TechnologyHUBSHubSpot$538,454,449$85,986,558 ▼-13.8%942,5240.5%Computer and TechnologyMRKMerck & Co., Inc.$532,248,426$10,462,605 ▲2.0%5,929,6840.5%MedicalADSKAutodesk$513,496,936$105,942,095 ▼-17.1%1,961,4090.4%Computer and TechnologySBUXStarbucks$498,241,483$31,262,264 ▲6.7%5,079,4320.4%Retail/WholesaleHDHome Depot$490,786,538$14,051,959 ▼-2.8%1,339,1540.4%Retail/WholesaleSHOPShopify$476,047,910$80,476,846 ▼-14.5%4,985,8390.4%Computer and TechnologyAPDAir Products and Chemicals$474,383,212$66,522,741 ▼-12.3%1,608,5150.4%Basic MaterialsZTSZoetis$468,374,097$4,221,791 ▲0.9%2,844,6650.4%MedicalMETMetLife$462,991,278$8,310,609 ▲1.8%5,766,6880.4%FinanceNVONovo Nordisk A/S$460,660,404$163,226,854 ▲54.9%6,633,9340.4%MedicalORCLOracle$453,272,773$301,603,649 ▼-40.0%3,242,1070.4%Computer and TechnologyNOWServiceNow$452,280,216$44,137,230 ▼-8.9%568,0910.4%Computer and TechnologyAPOApollo Global Management$444,649,801$7,011,191 ▲1.6%3,247,0410.4%FinanceLHXL3Harris Technologies$427,318,918$11,999,114 ▲2.9%2,041,5600.4%AerospacePEPPepsiCo$426,643,826$163,484,250 ▲62.1%2,845,4300.4%Consumer StaplesJCIJohnson Controls International$413,376,335$28,823,578 ▼-6.5%5,160,1090.4%ConstructionABBVAbbVie$412,159,805$130,675,536 ▼-24.1%1,967,1620.4%MedicalARGXargenx$393,216,450$20,443,032 ▲5.5%664,3680.3%MedicalPODDInsulet$388,670,825$19,348,574 ▲5.2%1,480,0310.3%MedicalPFGCPerformance Food Group$382,244,699$4,209,457 ▼-1.1%4,861,3090.3%Retail/WholesaleAVBAvalonBay Communities$381,196,543$2,297,937 ▼-0.6%1,776,1460.3%FinanceBRK.ABerkshire Hathaway$368,081,578$26,348,573 ▼-6.7%4610.3%FinanceSCHWCharles Schwab$364,217,650$46,224,965 ▲14.5%4,652,7550.3%FinanceWMTWalmart$355,038,614$47,602,542 ▼-11.8%4,044,1810.3%Retail/WholesaleBRK.BBerkshire Hathaway$348,434,761$26,697,182 ▼-7.1%654,2390.3%FinanceCASYCasey's General Stores$343,462,154$20,272,694 ▼-5.6%791,3150.3%Retail/WholesaleULUnilever$341,748,233$120,264,862 ▲54.3%5,738,8450.3%Consumer StaplesHLNHaleon$335,401,844$2,143,531 ▼-0.6%32,594,9310.3%MedicalEPDEnterprise Products Partners$326,551,456$17,199,834 ▼-5.0%9,565,0690.3%EnergyHONHoneywell International$325,618,878$685,435 ▼-0.2%1,537,7510.3%Multi-Sector ConglomeratesCOPConocoPhillips$324,338,692$70,753,647 ▼-17.9%3,088,3520.3%EnergyICLRICON Public$322,761,710$36,313,750 ▼-10.1%1,844,4580.3%MedicalSESEA$318,870,003$8,576,715 ▼-2.6%2,443,6360.3%Computer and TechnologyETEnergy Transfer$311,502,647$10,990,408 ▲3.7%16,756,4630.3%EnergyAppLovin Corp$298,237,583$47,140,824 ▲18.8%1,125,5520.3%COM CL ADOCSDoximity$290,265,974$6,925,590 ▼-2.3%5,001,9990.3%MedicalMCKMcKesson$275,190,447$11,862,800 ▲4.5%408,9070.2%MedicalPINSPinterest$271,484,662$4,771,086 ▲1.8%8,757,5700.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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