Clearbridge Investments, LLC Top Holdings and 13F Report (2026) About Clearbridge Investments, LLCInvestment ActivityClearbridge Investments, LLC has $115.49 billion in total holdings as of September 30, 2026.Clearbridge Investments, LLC owns shares of 681 different stocks, but just 137 companies or ETFs make up 80% of its holdings.Approximately 8.04% of the portfolio was purchased this quarter.About 13.28% of the portfolio was sold this quarter.This quarter, Clearbridge Investments, LLC has purchased 706 new stocks and bought additional shares in 212 stocks.Clearbridge Investments, LLC sold shares of 391 stocks and completely divested from 53 stocks this quarter.Largest Holdings NVIDIA $7,077,965,978Apple $4,947,458,347Alphabet $3,806,337,517Microsoft $3,033,013,634Amazon.com $2,821,437,884 Largest New Holdings this Quarter 30233Q108 - ExxonMobil Holdings Corp $1,291,567,562 Holding22822V101 - Crown Castle $172,159,416 Holding171779309 - Ciena $151,003,255 Holding30609A109 - ONEOK Inc $143,208,151 Holding042068205 - ARM Holdings PLC $109,928,577 Holding Largest Purchases this Quarter ExxonMobil Holdings Corp 7,935,899 shares (about $1.29B)CrowdStrike 2,072,131 shares (about $548.60M)Micron Technology 361,818 shares (about $385.38M)Kinder Morgan 12,053,436 shares (about $363.41M)Honeywell Aerospace Inc 1,928,565 shares (about $298.87M) Largest Sales this Quarter American Tower 3,699,581 shares (about $605.58M)Broadcom 1,481,128 shares (about $520.16M)TC Energy 8,486,126 shares (about $490.33M)NVIDIA 1,696,138 shares (about $387.36M)RTX 1,999,195 shares (about $371.15M) 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 PortfolioSectorNVDANVIDIA$7,077,965,978$387,363,996 ▼-5.2%30,992,0576.1%TechnologyAAPLApple$4,947,458,347$214,495,185 ▲4.5%14,856,3404.3%TechnologyGOOGLAlphabet$3,806,337,517$160,213,282 ▼-4.0%11,062,3623.3%Communication ServicesMSFTMicrosoft$3,033,013,634$149,909,386 ▼-4.7%5,913,4602.6%TechnologyAMZNAmazon.com$2,821,437,884$206,393,867 ▼-6.8%11,324,2542.4%Consumer DiscretionaryMETAMeta Platforms$2,578,209,974$156,573,614 ▼-5.7%3,555,2692.2%Communication ServicesAVGOBroadcom$2,072,469,470$520,157,342 ▼-20.1%5,901,2771.8%TechnologyVVisa$2,008,555,525$311,534,079 ▼-13.4%5,589,7241.7%FinanceTSMTaiwan Semiconductor Manufacturing$1,991,393,890$244,024,699 ▼-10.9%4,365,2731.7%TechnologyWMBWilliams Companies$1,614,923,360$30,770,835 ▼-1.9%23,759,3551.4%EnergyASMLASML$1,429,413,065$192,810,603 ▼-11.9%789,0031.2%TechnologyPANWPalo Alto Networks$1,382,841,031$268,016,983 ▼-16.2%3,480,5091.2%TechnologyJNJJohnson & Johnson$1,323,479,207$91,095,446 ▼-6.4%4,999,1661.1%HealthcareExxonMobil Holdings Corp$1,291,567,562$1,291,567,562 ▲New Holding7,935,8991.1%COM SHSTXNTexas Instruments$1,222,036,311$42,687,116 ▲3.6%4,363,0131.1%TechnologyJPMJPMorgan Chase & Co.$1,221,591,429$159,339,969 ▼-11.5%3,692,5051.1%FinanceLINDE PLC$1,106,117,240$73,147,837 ▼-6.2%2,330,3851.0%SHSArista Networks Inc$1,090,125,505$132,983,563 ▼-10.9%5,354,5140.9%COM SHSNFLXNetflix$1,002,109,460$111,659,201 ▼-10.0%14,402,2630.9%Communication ServicesETNEaton$978,035,000$160,512,155 ▼-14.1%2,276,0350.8%IndustrialsTMOThermo Fisher Scientific$967,404,029$174,152,099 ▼-15.3%1,433,0850.8%HealthcareVRTXVertex Pharmaceuticals$885,856,583$339,042,808 ▼-27.7%1,694,4140.8%HealthcareMarsh & McLennan Cos Inc$874,681,205$71,231,629 ▲8.9%5,123,1840.8%COMMUMicron Technology$841,577,495$385,375,970 ▲84.5%790,1320.7%TechnologyTRVTravelers Companies$835,674,770$166,859,871 ▼-16.6%2,344,0430.7%FinanceUNPUnion Pacific$793,002,604$24,556,195 ▼-3.0%2,914,0580.7%IndustrialsCRWDCrowdStrike$763,760,596$548,596,682 ▲255.0%2,884,8370.7%TechnologyAMTAmerican Tower$754,786,703$142,157,726 ▲23.2%4,611,0740.7%Real EstateAZNCFAstraZeneca$754,192,461$56,632,050 ▼-7.0%4,670,7900.7%HealthcareAMDAdvanced Micro Devices$735,447,472$271,994,002 ▲58.7%1,202,1830.6%TechnologyKOCoca-Cola$719,342,153$1,252,120 ▲0.2%8,356,6700.6%Consumer StaplesCNICanadian National Railway$716,543,122$7,372,989 ▲1.0%6,026,4350.6%IndustrialsCVSCVS Health$701,704,185$29,827,232 ▼-4.1%8,188,8690.6%HealthcareETREntergy$695,751,556$2,523,785 ▲0.4%7,009,3850.6%UtilitiesTSLATesla$688,591,120$39,282,434 ▼-5.4%1,940,7320.6%Consumer DiscretionaryGWWW.W. Grainger$686,149,659$253,366,406 ▼-27.0%550,7880.6%IndustrialsSHWSherwin-Williams$669,454,994$32,330,879 ▼-4.6%2,070,8850.6%MaterialsNOWServiceNow$654,239,768$229,959,150 ▲54.2%4,882,0220.6%TechnologyAPDAir Products and Chemicals$650,333,411$55,775,099 ▼-7.9%2,337,3950.6%MaterialsBXBlackstone$640,749,595$21,935,116 ▼-3.3%5,716,3850.6%FinanceKMIKinder Morgan$631,564,321$363,411,095 ▲135.5%20,947,4070.5%EnergyBACBank of America$619,889,173$33,466,503 ▼-5.1%11,388,7410.5%FinanceABNBAirbnb$607,661,999$183,730,746 ▼-23.2%3,782,5210.5%Consumer DiscretionaryADPAutomatic Data Processing$600,273,366$42,872,024 ▲7.7%2,326,1000.5%IndustrialsAPOApollo Global Management$590,024,900$8,264,981 ▼-1.4%5,083,7920.5%FinancePBAPembina Pipeline$576,924,001$16,688,612 ▼-2.8%12,941,3190.5%EnergyTE CONNECTIVITY PLC$576,844,490$196,531,311 ▼-25.4%2,732,8240.5%ORD SHSVMCVulcan Materials$557,532,075$4,892,845 ▼-0.9%2,279,0830.5%MaterialsLLYEli Lilly and Company$543,957,193$15,523,385 ▼-2.8%470,1120.5%HealthcareTJXTJX Companies$522,806,823$99,628,239 ▼-16.0%3,951,3780.5%Consumer DiscretionaryJCIJohnson Controls International$518,512,160$64,201,638 ▼-11.0%3,488,1410.4%IndustrialsVRTVertiv$518,306,371$71,551,552 ▲16.0%2,147,8860.4%IndustrialsLHXL3Harris Technologies$516,931,940$77,934,243 ▲17.8%2,183,1740.4%IndustrialsPSAPublic Storage$507,792,834$20,107,378 ▼-3.8%1,795,3360.4%Real EstateMETMetLife$506,751,041$24,455,329 ▼-4.6%5,381,8080.4%FinanceHoneywell Aerospace Inc$498,866,716$298,869,718 ▲149.4%3,219,1180.4%COMFCXFreeport-McMoRan$498,773,450$45,993,850 ▼-8.4%7,125,3350.4%MaterialsRTXRTX$494,753,908$371,150,552 ▼-42.9%2,664,9820.4%IndustrialsISRGIntuitive Surgical$493,672,405$657,114 ▼-0.1%1,214,0580.4%HealthcareBDXBecton, Dickinson and Company$490,329,867$88,344,734 ▼-15.3%2,739,2730.4%HealthcareTMUST-Mobile US$486,865,229$57,631,167 ▲13.4%2,985,4380.4%Communication ServicesXPOXPO$472,316,418$55,067,486 ▲13.2%2,683,9210.4%IndustrialsOTISOtis Worldwide$471,362,816$8,563,822 ▼-1.8%7,328,4020.4%IndustrialsTRPTC Energy$455,798,859$88,957,395 ▼-16.3%7,888,5230.4%EnergySRESempra Energy$454,713,861$18,445,336 ▲4.2%5,832,6560.4%UtilitiesPGProcter & Gamble$452,528,895$119,696,047 ▼-20.9%3,114,8740.4%Consumer StaplesSNOWSnowflake$442,737,343$28,035,092 ▲6.8%1,303,8560.4%TechnologyCOFCapital One Financial$440,645,399$16,877,407 ▼-3.7%2,282,3090.4%FinanceMNSTMonster Beverage$436,428,194$204,651,866 ▲88.3%10,486,0210.4%Consumer StaplesPNCThe PNC Financial Services Group$425,234,944$6,053,473 ▼-1.4%1,913,2320.4%FinanceShopify Inc$423,982,136$18,670,377 ▼-4.2%2,858,9490.4%CL A SUB VTG SHSORCLOracle$412,831,855$165,849,064 ▼-28.7%3,006,7870.4%TechnologyCMCSAComcast$411,249,334$36,522,028 ▲9.7%18,899,3260.4%Communication ServicesFANGDiamondback Energy$409,478,499$115,433,231 ▲39.3%2,227,7270.4%EnergyNTRANatera$399,177,691$21,706,215 ▼-5.2%965,8070.3%HealthcareNETCloudflare$382,051,063$65,115,695 ▲20.5%1,100,1240.3%TechnologyWMWaste Management$366,013,765$130,151,328 ▼-26.2%1,794,8890.3%IndustrialsCPCanadian Pacific Kansas City$362,593,059$109,819,508 ▲43.4%4,260,7880.3%IndustrialsHOODRobinhood Markets$354,529,013$70,733,700 ▲24.9%3,151,3690.3%FinanceCMGChipotle Mexican Grill$350,177,687$30,213,709 ▲9.4%10,960,1780.3%Consumer DiscretionaryCLHClean Harbors$343,589,963$5,959,829 ▼-1.7%1,107,5330.3%IndustrialsHDHome Depot$334,804,333$33,056,316 ▼-9.0%1,176,8580.3%Consumer DiscretionaryWalmart Inc$326,339,456$37,951,064 ▲13.2%3,140,2950.3%COMALNYAlnylam Pharmaceuticals$323,840,575$13,075,740 ▲4.2%1,312,4770.3%HealthcareLITELumentum$317,194,091$140,317,932 ▲79.3%326,5800.3%TechnologyBrookfield Renewable Corp$311,489,989$19,665,417 ▲6.7%11,037,9160.3%CL A EX SUB VTGOGEOGE Energy$304,483,871$5,171,340 ▲1.7%6,703,7400.3%UtilitiesDISWalt Disney$302,458,800$77,363,645 ▼-20.4%2,883,3060.3%Communication ServicesDTMDT Midstream$299,462,426$108,805,749 ▲57.1%2,506,5910.3%EnergyUnilever PLC$297,409,993$46,241,097 ▲18.4%4,897,2500.3%SPON ADR NEWPFGCPerformance Food Group$290,679,502$12,789,255 ▼-4.2%3,176,4780.3%Consumer StaplesSTXSeagate Technology$288,471,058$36,888,988 ▲14.7%312,7600.2%TechnologyCVXChevron$284,940,339$118,893,717 ▼-29.4%1,395,3300.2%EnergyEQTEQT$283,110,870$34,990,831 ▲14.1%5,830,1250.2%EnergyDDOGDatadog$282,777,236$28,209,562 ▼-9.1%1,032,5990.2%TechnologyICEIntercontinental Exchange$282,756,644$3,680,798 ▼-1.3%1,859,8740.2%FinanceCEGConstellation Energy$281,846,366$2,439,354 ▲0.9%1,109,5440.2%UtilitiesCOPConocoPhillips$281,626,672$1,166,023 ▲0.4%2,250,3130.2%EnergyPORPortland General Electric$278,421,978$5,565,227 ▼-2.0%6,238,4490.2%UtilitiesADSKAutodesk$277,972,717$8,810,813 ▼-3.1%1,330,0130.2%TechnologyShowing largest 100 holdings. 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