Clearbridge Investments, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$123.2T

Holdings

706

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (706 positions)

#StockSharesValue% PortfolioType
101
AZNAstraZeneca PLC
4,353,354$304.2B0.25%
102
PNCPNC Financial Services Group Inc/The
1,612,920$300.7B0.24%
103
MCKMcKesson Corp
398,456$292.0B0.24%
104
CPCanadian Pacific Kansas City Ltd
3,663,632$290.4B0.24%
105
MLB1MercadoLibre Inc
104,956$274.3B0.22%
106
INTCIntel Corp
12,190,738$273.1B0.22%
107
ODFLOld Dominion Freight Line Inc
1,678,647$272.4B0.22%
108
MRVLMarvell Technology Inc
3,458,468$267.7B0.22%
109
ARESAres Management Corp
1,508,428$261.3B0.21%
110
HOODRobinhood Markets Inc
2,767,278$259.1B0.21%
111
DTEDTE Energy Co
1,954,766$258.9B0.21%
112
ICEIntercontinental Exchange Inc
1,407,139$258.2B0.21%
113
TKOTKO Group Holdings Inc
1,418,788$258.1B0.21%
114
TTTrane Technologies PLC
569,982$249.3B0.20%
115
SNOWSnowflake Inc
1,096,242$245.3B0.20%
116
MSCIMSCI Inc
407,099$234.8B0.19%
117
GXOGXO Logistics Inc
4,754,289$231.5B0.19%
118
PPLPPL Corp
6,820,824$231.2B0.19%
119
CITCintas Corp
1,032,537$230.1B0.19%
120
ETEnergy Transfer LP
12,559,563$227.7B0.18%
121
EMREmerson Electric Co
1,698,141$226.4B0.18%
122
CHKPCheck Point Software Technologies Ltd
1,019,290$225.5B0.18%
123
ADPAutomatic Data Processing Inc
731,129$225.5B0.18%
124
KMIKinder Morgan Inc
7,636,062$224.5B0.18%
125
CMGChipotle Mexican Grill Inc
3,989,176$224.0B0.18%
126
ELFelf Beauty Inc
1,754,386$218.3B0.18%
127
DOCUDocuSign Inc
2,777,121$216.3B0.18%
128
COPConocoPhillips
2,396,562$215.1B0.17%
129
BJBJ's Wholesale Club Holdings Inc
1,944,434$209.7B0.17%
130
PGRProgressive Corp/The
782,521$208.8B0.17%
131
DEDeere & Co
406,943$206.9B0.17%
132
RACEFerrari NV
417,094$204.7B0.17%
133
BABoeing Co/The
966,837$202.6B0.16%
134
HLTHilton Worldwide Holdings Inc
757,820$201.8B0.16%
135
EPDEnterprise Products Partners LP
6,489,750$201.2B0.16%
136
CVXChevron Corp
1,387,159$198.6B0.16%
137
HDBHDFC Bank Ltd
2,512,907$192.7B0.16%
138
FOURShift4 Payments Inc
1,932,050$191.5B0.16%
139
CRBGCorebridge Financial Inc
5,326,237$189.1B0.15%
140
EIXEdison International
3,646,403$188.2B0.15%
141
TSCOTractor Supply Co
3,524,291$186.0B0.15%
142
ALNYAlnylam Pharmaceuticals Inc
557,099$181.7B0.15%
143
SAPSAP SE
595,612$181.1B0.15%
144
RYRoyal Bank of Canada
1,384,576$180.6B0.15%
145
MUMicron Technology Inc
1,460,968$180.1B0.15%
146
ZTSZoetis Inc
1,150,468$179.4B0.15%
147
PENPenumbra Inc
698,660$179.3B0.15%
148
TDToronto-Dominion Bank/The
2,459,267$178.8B0.15%
149
RBCRBC Bearings Inc
463,277$178.3B0.14%
150
FWONALiberty Media Corp-Liberty Formula One
1,826,747$173.5B0.14%
151
EXPEExpedia Group Inc
1,023,618$172.7B0.14%
152
WECWEC Energy Group Inc
1,628,429$169.7B0.14%
153
ECLEcolab Inc
626,421$168.8B0.14%
154
ICLRICON PLC
1,148,066$167.0B0.14%
155
AXONAxon Enterprise Inc
199,041$164.8B0.13%
156
WCNWaste Connections Inc
874,672$163.0B0.13%
157
TREXTrex Co Inc
2,949,262$160.4B0.13%
158
WINGWingstop Inc
473,920$159.6B0.13%
159
TECK/BTeck Resources Ltd
3,901,573$157.5B0.13%
160
CHWYChewy Inc
3,646,767$155.4B0.13%
161
MCXMcCormick & Co Inc/MD
2,027,326$153.7B0.12%
162
IDXXIdexx Laboratories Inc
283,765$152.2B0.12%
163
AIGAmerican International Group Inc
1,771,719$151.6B0.12%
164
SONYSony Group Corp
5,817,383$151.4B0.12%
165
BURLBurlington Stores Inc
650,653$151.4B0.12%
166
APGAPI Group Corp
2,963,126$151.3B0.12%
167
CCKCrown Holdings Inc
1,466,255$151.0B0.12%
168
WSCWillScot Holdings Corp
5,455,439$149.5B0.12%
169
TRIThomson Reuters Corp
726,663$146.2B0.12%
170
OKEOneok Inc
1,780,818$145.4B0.12%
171
GILDGilead Sciences Inc
1,308,467$145.1B0.12%
172
WIXWix.com Ltd
915,322$145.0B0.12%
173
BMOBank of Montreal
1,322,230$144.7B0.12%
174
ETREntergy Corp
1,728,351$143.7B0.12%
175
IM8NInsmed Inc
1,424,562$143.4B0.12%
176
MLMMartin Marietta Materials Inc
260,187$142.8B0.12%
177
PAGPPlains GP Holdings LP
7,340,956$142.6B0.12%
178
AXPAmerican Express Co
442,468$141.1B0.11%
179
GOOGAlphabet Inc
792,983$140.7B0.11%
180
ZLABZai Lab Ltd
4,011,956$140.3B0.11%
181
CTVACorteva Inc
1,861,715$138.8B0.11%
182
HQYHealthEquity Inc
1,321,383$138.4B0.11%
183
CNRCanadian National Railway Co
1,319,342$137.3B0.11%
184
PHParker-Hannifin Corp
194,420$135.8B0.11%
185
TDYTeledyne Technologies Inc
264,472$135.5B0.11%
186
OMFOneMain Holdings Inc
2,368,158$135.0B0.11%
187
BWXTBWX Technologies Inc
928,139$133.7B0.11%
188
TRGPTarga Resources Corp
753,280$131.1B0.11%
189
PLTRPalantir Technologies Inc
946,047$129.0B0.10%
190
MSIMotorola Solutions Inc
306,485$128.9B0.10%
191
OTISOtis Worldwide Corp
1,288,864$127.6B0.10%
192
LYVLive Nation Entertainment Inc
831,073$125.7B0.10%
193
BNSBank of Nova Scotia/The
2,297,775$125.2B0.10%
194
BNBrookfield Corp
2,001,501$123.8B0.10%
195
VRNSVaronis Systems Inc
2,420,792$122.9B0.10%
196
ORLYO'Reilly Automotive Inc
1,355,757$122.2B0.10%
197
HESHess Corp
881,399$122.1B0.10%
198
DTDynatrace Inc
2,207,468$121.9B0.10%
199
RYANRyan Specialty Holdings Inc
1,782,776$121.2B0.10%
200
SPOTSpotify Technology SA
157,387$120.8B0.10%
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