Clearbridge Investments, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
712
Total value ($000)
$132,802,650
Net value change ($000)
+9,642,095 (7.8%)
New positions
47
Sold out positions
42
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/12/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 1,052,068 19.0%
GOOGL 958,534 58.7%
AAPL 795,690 25.7%
TSM 679,208 132.0%
ORCL 676,741 110.2%
ETR 508,162 353.7%
NEE 479,519 1786.8%
AVGO 437,395 14.4%
TSLA 412,735 51.8%
TRP 400,249 735.0%
Top Reduces (Value $000, Stocks/ETFs)
WDAY -625,102 -100.0%
UNH -586,965 -54.3%
ACN -570,797 -99.2%
NVO -518,107 -91.3%
LLY -426,869 -59.4%
CRM -345,667 -43.8%
V -340,754 -11.7%
NFLX -237,496 -10.9%
ZTS -179,071 -99.8%
UNP -175,313 -17.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 15,053 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type