Clearbridge Investments, LLC Top Holdings and 13F Report (2025) About Clearbridge Investments, LLCInvestment ActivityClearbridge Investments, LLC has $123.16 billion in total holdings as of June 30, 2025.Clearbridge Investments, LLC owns shares of 706 different stocks, but just 134 companies or ETFs make up 80% of its holdings.Approximately 5.66% of the portfolio was purchased this quarter.About 7.79% of the portfolio was sold this quarter.This quarter, Clearbridge Investments, LLC has purchased 702 new stocks and bought additional shares in 227 stocks.Clearbridge Investments, LLC sold shares of 384 stocks and completely divested from 37 stocks this quarter.Largest Holdings Microsoft $5,924,007,912NVIDIA $5,532,732,146Meta Platforms $4,085,142,350Amazon.com $3,991,234,188Apple $3,100,008,712 Largest New Holdings this Quarter 05464C101 - Axon Enterprise $164,793,699 Holding651639106 - Newmont $99,386,224 Holding443201108 - Howmet Aerospace $79,496,032 Holding28414H103 - Elanco Animal Health $77,075,353 HoldingG02602103 - Amdocs $71,438,922 Holding Largest Purchases this Quarter L3Harris Technologies 1,294,573 shares (about $324.73M)Meta Platforms 348,821 shares (about $257.46M)Marvell Technology 3,082,954 shares (about $238.62M)Broadcom 836,437 shares (about $230.56M)Boeing 963,599 shares (about $201.90M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 1,755,705 shares (about $397.65M)Visa 943,905 shares (about $335.13M)JPMorgan Chase & Co. 962,314 shares (about $278.98M)PepsiCo 2,041,779 shares (about $269.60M)Zoetis 1,694,197 shares (about $264.21M) 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$5,924,007,912$19,083,632 ▲0.3%11,909,7084.8%Computer and TechnologyNVDANVIDIA$5,532,732,146$166,702,045 ▲3.1%35,019,5084.5%Computer and TechnologyMETAMeta Platforms$4,085,142,350$257,461,304 ▲6.7%5,534,7483.3%Computer and TechnologyAMZNAmazon.com$3,991,234,188$63,260,888 ▼-1.6%18,192,4163.2%Retail/WholesaleAAPLApple$3,100,008,712$45,305,639 ▲1.5%15,109,4642.5%Computer and TechnologyAVGOBroadcom$3,032,572,308$230,563,860 ▲8.2%11,001,5322.5%Computer and TechnologyVVisa$2,914,497,696$335,133,450 ▼-10.3%8,208,6972.4%Business ServicesNFLXNetflix$2,188,033,249$74,565,458 ▼-3.3%1,633,9211.8%Consumer DiscretionaryGOOGLAlphabet$1,631,866,220$88,301,277 ▲5.7%9,259,8661.3%Computer and TechnologyJPMJPMorgan Chase & Co.$1,538,033,095$278,979,080 ▼-15.4%5,305,3111.2%FinanceETNEaton$1,201,277,717$87,325,105 ▼-6.8%3,365,0181.0%IndustrialsRTXRTX$1,124,160,195$147,348,923 ▼-11.6%7,698,6730.9%AerospaceLinde PLC$1,095,246,750$196,336,815 ▲21.8%2,334,3850.9%SHSUNHUnitedHealth Group$1,080,315,717$193,391,782 ▼-15.2%3,462,8830.9%MedicalPANWPalo Alto Networks$1,075,360,182$122,518,775 ▲12.9%5,254,8880.9%Computer and TechnologyTRVTravelers Companies$1,045,192,474$66,083,992 ▼-5.9%3,906,6770.8%FinanceASMLASML$1,013,368,352$4,235,347 ▼-0.4%1,264,5130.8%Computer and TechnologyXOMExxon Mobil$1,012,853,061$196,527,171 ▲24.1%9,395,6680.8%EnergyUNPUnion Pacific$980,473,069$117,050,903 ▼-10.7%4,261,4440.8%TransportationGWWW.W. Grainger$945,611,668$49,870,157 ▼-5.0%909,0320.8%IndustrialsSRESempra Energy$929,042,036$23,790,947 ▲2.6%12,261,3440.8%UtilitiesSHWSherwin-Williams$919,943,190$79,332,301 ▲9.4%2,679,2380.7%Basic MaterialsTE Connectivity Ltd.$913,843,430$86,420,436 ▲10.4%5,417,9370.7%ORD SHSINTUIntuit$897,230,615$36,724,050 ▼-3.9%1,139,1520.7%Computer and TechnologyISRGIntuitive Surgical$842,432,302$77,335,945 ▲10.1%1,550,2700.7%MedicalLHXL3Harris Technologies$836,835,503$324,730,653 ▲63.4%3,336,1330.7%AerospaceSNPSSynopsys$832,501,258$71,770,603 ▲9.4%1,623,8220.7%Computer and TechnologyBACBank of America$829,173,009$2,276,376 ▲0.3%17,522,6760.7%FinanceJNJJohnson & Johnson$822,663,063$75,133,599 ▼-8.4%5,385,6830.7%MedicalENBEnbridge$811,477,490$1,863,830 ▲0.2%17,905,5050.7%EnergyAMTAmerican Tower$797,309,440$8,921,913 ▼-1.1%3,607,4090.6%FinanceTSLATesla$796,537,606$7,756,305 ▲1.0%2,507,5160.6%Auto/Tires/TrucksWMBWilliams Companies$788,895,025$149,380,831 ▼-15.9%12,560,0230.6%EnergyCRMSalesforce$788,482,354$126,262,020 ▼-13.8%2,891,4970.6%Computer and TechnologyDISWalt Disney$781,100,063$100,115,011 ▲14.7%6,298,6860.6%Consumer DiscretionarySYKStryker$762,504,164$39,628,682 ▼-4.9%1,927,3160.6%MedicalABNBAirbnb$757,358,417$107,403,441 ▲16.5%5,722,8230.6%Consumer DiscretionaryPYPLPayPal$737,935,195$32,960,104 ▼-4.3%9,929,1600.6%Business ServicesLLYEli Lilly and Company$719,188,575$74,128,590 ▼-9.3%922,5930.6%MedicalTMUST-Mobile US$699,745,896$29,086,070 ▼-4.0%2,936,9000.6%Computer and TechnologyCMCSAComcast$691,718,902$55,225,926 ▲8.7%19,382,3590.6%Consumer DiscretionaryTJXTJX Companies$691,079,947$34,356,771 ▼-4.7%5,596,2420.6%Retail/WholesaleFCXFreeport-McMoRan$683,458,919$8,390,436 ▲1.2%15,766,0650.6%Basic MaterialsVRTXVertex Pharmaceuticals$680,204,861$67,361,857 ▼-9.0%1,527,8640.6%MedicalBDXBecton, Dickinson and Company$657,802,136$56,261,161 ▲9.4%3,818,8800.5%MedicalUBERUber Technologies$650,752,942$163,463,372 ▼-20.1%6,974,8440.5%Computer and TechnologySBUXStarbucks$633,589,237$168,160,853 ▲36.1%6,914,6480.5%Retail/WholesaleVMCVulcan Materials$632,685,036$61,658,879 ▼-8.9%2,425,7540.5%ConstructionCVSCVS Health$629,702,778$44,616,702 ▲7.6%9,129,2200.5%MedicalKOCocaCola$628,671,722$44,764,093 ▼-6.6%8,885,8190.5%Consumer StaplesWDAYWorkday$625,101,790$73,691,274 ▼-10.5%2,604,5910.5%Computer and TechnologyNOWServiceNow$624,615,062$40,572,144 ▲6.9%607,5550.5%Computer and TechnologyORCLOracle$614,322,870$94,492,056 ▼-13.3%2,809,9020.5%Computer and TechnologyADSKAutodesk$613,945,363$6,752,031 ▲1.1%1,983,2200.5%Computer and TechnologyMNSTMonster Beverage$601,478,310$63,873,946 ▼-9.6%9,602,1440.5%Consumer StaplesCRWDCrowdStrike$598,710,335$182,261,717 ▼-23.3%1,175,5320.5%Computer and TechnologySHOPShopify$595,583,540$20,467,012 ▲3.6%5,163,2730.5%Computer and TechnologyWMWaste Management$593,794,417$9,812,598 ▼-1.6%2,595,0600.5%Business ServicesSPGIS&P Global$579,439,498$115,384,232 ▼-16.6%1,098,9010.5%FinanceTMOThermo Fisher Scientific$576,134,800$98,090,516 ▼-14.5%1,420,9410.5%MedicalACNAccenture$575,431,132$107,289,561 ▼-15.7%1,925,2270.5%Computer and TechnologyNVONovo Nordisk A/S$567,528,920$109,654,771 ▲23.9%8,222,6730.5%MedicalEQTEQT$564,653,144$146,636,020 ▼-20.6%9,681,9810.5%EnergyMMCMarsh & McLennan Companies$560,368,737$83,097,645 ▼-12.9%2,562,9740.5%FinanceEQIXEquinix$555,720,390$14,293,808 ▼-2.5%698,6060.5%FinancePGProcter & Gamble$553,870,465$13,885,809 ▼-2.4%3,476,6360.4%Consumer StaplesJCIJohnson Controls International$547,253,329$2,242,629 ▲0.4%5,181,3420.4%ConstructionHDHome Depot$527,738,154$36,750,882 ▲7.5%1,439,3910.4%Retail/WholesaleNOCNorthrop Grumman$525,412,873$75,424,967 ▼-12.6%1,050,8680.4%AerospaceTSMTaiwan Semiconductor Manufacturing$514,390,353$397,649,688 ▼-43.6%2,271,1390.4%Computer and TechnologyPODDInsulet$482,789,127$17,792,957 ▲3.8%1,536,6640.4%MedicalMETMetLife$474,021,405$10,281,872 ▲2.2%5,894,5450.4%FinanceHUBSHubSpot$463,541,459$61,095,713 ▼-11.6%832,7640.4%Computer and TechnologyAPOApollo Global Management$462,796,584$2,138,832 ▲0.5%3,262,1170.4%FinanceCOFCapital One Financial$455,868,804$212,903,012 ▼-31.8%2,142,6430.4%FinanceAPDAir Products and Chemicals$426,241,600$27,455,994 ▼-6.1%1,511,1740.3%Basic MaterialsARGXargenex$426,019,075$59,806,251 ▲16.3%772,8660.3%MedicalSCHWCharles Schwab$424,616,925$99,543 ▲0.0%4,653,8460.3%FinanceAVBAvalonBay Communities$420,350,197$58,904,498 ▲16.3%2,065,6030.3%FinanceVRTVertiv$413,829,983$27,431,971 ▼-6.2%3,222,7240.3%Computer and TechnologyPFGCPerformance Food Group$412,369,158$12,849,517 ▼-3.0%4,714,4070.3%Retail/WholesaleWMTWalmart$407,099,303$11,659,287 ▲2.9%4,163,4210.3%Retail/WholesaleTXNTexas Instruments$400,486,261$179,808,645 ▲81.5%1,928,9970.3%Computer and TechnologySESEA$393,971,047$3,135,943 ▲0.8%2,463,2430.3%Computer and TechnologyMRKMerck & Co., Inc.$387,176,883$82,216,926 ▼-17.5%4,891,0670.3%MedicalMCHPMicrochip Technology$376,712,551$31,679,306 ▲9.2%5,353,3120.3%Computer and TechnologyCASYCasey's General Stores$369,621,565$34,162,561 ▼-8.5%724,3650.3%Retail/WholesaleVSTVistra$367,921,011$177,135,388 ▲92.8%1,898,3590.3%UtilitiesULUnilever$366,322,601$15,277,452 ▲4.4%5,988,5990.3%Consumer StaplesHONHoneywell International$338,243,617$19,867,930 ▼-5.5%1,452,4370.3%Multi-Sector ConglomeratesBRK.ABerkshire Hathaway$327,960,000$8,016,800 ▼-2.4%4500.3%FinanceAppLovin Corp$326,495,488$67,537,789 ▼-17.1%932,6310.3%COM CL AHLNHaleon$326,094,719$11,914,715 ▼-3.5%31,445,9710.3%MedicalABBVAbbVie$320,385,744$44,758,930 ▼-12.3%1,726,0300.3%MedicalDOCSDoximity$318,223,351$11,400,714 ▲3.7%5,187,8600.3%MedicalPSAPublic Storage$316,890,166$122,334,461 ▲62.9%1,079,9880.3%FinanceBRK.BBerkshire Hathaway$316,526,521$1,282,918 ▼-0.4%651,5980.3%FinancePINSPinterest$312,949,914$1,096,563 ▼-0.3%8,726,9910.3%Computer and TechnologyXPOXPO$309,381,071$7,135,259 ▼-2.3%2,449,7670.3%TransportationCLHClean Harbors$306,115,472$18,648,834 ▲6.5%1,324,1430.2%Business ServicesShowing 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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