Clearbridge Investments, LLC
ClearBridge Investments, LLC is a leading global equity asset manager headquartered in New York, NY. Founded in 1982, it operates as a subsidiary of Legg Mason, Inc. The firm manages investment portfolios and strategies for individual and institutional investors worldwide. As of June 30, 2025, ClearBridge manages approximately $195.5 billion in assets and employs several hundred people, serving clients with a focus on active management and sustainable investing.
Investment Strategy
ClearBridge Investments specializes in active equity management with an emphasis on delivering long-term performance through fundamental research and a bottom-up stock selection process. The firm focuses on high-conviction portfolios, integrating environmental, social, and governance (ESG) analysis to create sustainable value for investors. Their strategies span global, international, and US equities, with the aim of identifying quality companies with strong growth potential, disciplined risk management, and a commitment to responsible investing.
Latest 13F Filing Activity
Clearbridge Investments, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 692 equity positions with a total 13F market value of $123B. The fund increased holdings in Nvidia Corp., Microsoft Corp., Broadcom Inc. among other positions. Clearbridge Investments, LLC reduced exposure to Unitedhealth Group Inc., Pepsico Inc., Visa Inc. among others.
Top Holdings
Equity Positions (692)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 4.81% | $5.92B | 11,909,708 | $46.01 | $497.41 | +$1.47B |
N NVDA | NVIDIA Corp | 4.49% | $5.53B | 35,019,508 | $8.83 | $157.99 | +$1.85B |
M META | Meta Platforms Inc | 3.32% | $4.09B | 5,534,748 | $175.41 | $738.09 | +$1.10B |
A AMZN | Amazon.com Inc | 3.24% | $3.99B | 18,192,416 | $62.98 | $219.39 | +$475.1M |
A AAPL | Apple Inc | 2.52% | $3.10B | 15,109,464 | $40.95 | $205.17 | -$207.2M |
Industry Allocation
Investment Team (37)
| Name | Role | Location | |
|---|---|---|---|
A Albert Grosman | Portfolio Manager | United States | |
A Aram Green | Portfolio Manager | New York, NY , United States | |
 | Portfolio Manager | New York, NY , United States | |
B Brian Angerame | Portfolio Manager | New York, NY , United States | |
 | Trader | New York, NY , United States | |
 | Analyst and Portfolio Manager | Baltimore, MD , United States | |
 | Equity Analyst, Global Growth | New York, NY , United States | |
D Donald Li | Security Analyst, VP | Baltimore, MD , United States | |
E Elisa Aylward | Senior Trader | Watchung, NJ , United States | |
E Erica Furfaro | Portfolio Manager | New York, NY , United States |