LRGE — CLEARBRIDGE LARGE CAP GROWTH S
Reported value held$71.81M
Funds holding (latest)11
Sector—
Funds holding (Q2 2026)8
Institutional value$71.29M · 832.25K sh
New / Add / Cut / Exit2 / 3 / 2 / 1
Top-5 / Top-10 concentration99.5% / 100.0%
Institutional holdings change
Reducing -1.7%
(-14.74K sh)
Institutional value change
Up +11.9%
As of Q2 2026, 8 SEC-registered investment managers reported holding LRGE (CLEARBRIDGE LARGE CAP GROWTH S) in their latest 13F filings, with a combined reported value of $71.29M across 832.25K shares. That is -1.7% by share count (-14.74K shares) versus the previous quarter, while reported value moved +11.9%. Ownership is concentrated: the five largest holders account for 99.5% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 3 added to existing stakes, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 446.28K | $38.23M | 0.01% | Add |
| Morgan Stanley history | 334.67K | $28.67M | 0.00% | Reduce |
| PNC Financial Services history | 19.05K | $1.63M | 0.00% | Reduce |
| Goldman Sachs Group history | 16.43K | $1.41M | 0.00% | Add |
| Wells Fargo & Co history | 11.33K | $970.78K | 0.00% | Add |
| Citadel Advisors history | 2.34K | $200.44K | 0.00% | New |
| JPMorgan Chase & Co history | 2.11K | $178.31K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 44 | $3.74K | 0.00% | Hold |
Q1 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 440.15K | $33.10M | 0.01% | Add |
| Morgan Stanley history | 353.14K | $26.56M | 0.00% | Reduce |
| PNC Financial Services history | 20.52K | $1.54M | 0.00% | Add |
| Goldman Sachs Group history | 16.06K | $1.21M | 0.00% | Add |
| Wells Fargo & Co history | 11.12K | $836.60K | 0.00% | Reduce |
| Two Sigma Investments history | 5.95K | $447.59K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 44 | $3.28K | 0.00% | Add |
Q4 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 357.06K | $29.40M | 0.00% | Reduce |
| UBS Group AG history | 146.60K | $12.07M | 0.00% | Add |
| PNC Financial Services history | 19.97K | $1.64M | 0.00% | Reduce |
| Wells Fargo & Co history | 12.58K | $1.04M | 0.00% | Add |
| Two Sigma Investments history | 11.20K | $922.18K | 0.00% | Add |
| Goldman Sachs Group history | 2.92K | $240.42K | 0.00% | Hold |
| JPMorgan Chase & Co history | 1.40K | $115.11K | 0.00% | Reduce |
| Bank of America Corp history | 348 | $28.65K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 43 | $3.57K | 0.00% | Hold |
Q3 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 363.22K | $30.28M | 0.00% | Reduce |
| UBS Group AG history | 137.02K | $11.42M | 0.00% | Reduce |
| PNC Financial Services history | 24.18K | $2.02M | 0.00% | Hold |
| Citadel Advisors history | 13.25K | $1.10M | 0.00% | Reduce |
| Wells Fargo & Co history | 12.18K | $1.02M | 0.00% | Add |
| Two Sigma Investments history | 8.20K | $683.49K | 0.00% | Reduce |
| Goldman Sachs Group history | 2.92K | $243.39K | 0.00% | Hold |
| JPMorgan Chase & Co history | 1.42K | $118.03K | 0.00% | Reduce |
| Bank of America Corp history | 333 | $27.76K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 43 | $3.62K | 0.00% | Hold |
Q2 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 373.79K | $29.65M | 0.00% | Reduce |
| UBS Group AG history | 143.09K | $11.35M | 0.00% | Reduce |
| Citadel Advisors history | 34.74K | $2.76M | 0.00% | Add |
| PNC Financial Services history | 24.15K | $1.92M | 0.00% | Reduce |
| Wells Fargo & Co history | 10.69K | $847.86K | 0.00% | Reduce |
| Two Sigma Investments history | 10.60K | $840.69K | 0.00% | New |
| Goldman Sachs Group history | 2.92K | $231.59K | 0.00% | New |
| JPMorgan Chase & Co history | 1.44K | $113.81K | 0.00% | Reduce |
| Franklin Resources history | 570 | $45.21K | 0.00% | Reduce |
| Bank of America Corp history | 295 | $23.40K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 43 | $3.44K | 0.00% | Reduce |
Q1 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 409.87K | $28.60M | 0.00% | Reduce |
| UBS Group AG history | 147.47K | $10.29M | 0.00% | Reduce |
| Citadel Advisors history | 30.44K | $2.12M | 0.00% | New |
| PNC Financial Services history | 25.05K | $1.75M | 0.00% | Reduce |
| Wells Fargo & Co history | 13.27K | $925.88K | 0.00% | Add |
| JPMorgan Chase & Co history | 3.37K | $235.16K | 0.00% | Add |
| Franklin Resources history | 574 | $40.05K | 0.00% | New |
| Bank of America Corp history | 295 | $20.59K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 290 | $20.24K | 0.00% | Add |
New Positions (Q2 2026)
- Citadel Advisors 2.34K sh · $200.44K
- JPMorgan Chase & Co 2.11K sh · $178.31K
Fully Exited (vs previous quarter)
- Two Sigma Investments sold 5.95K sh · $447.59K
Fund Position History — shares by quarter (top 11 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 446.28K | 440.15K | 146.60K | 137.02K | 143.09K | 147.47K | 155.43K | 155.47K | 149.74K | 105.57K | 105.45K | 94.07K | 74.79K | 55.48K | 33.20K | 30.82K | 25.46K | 32.35K | 28.52K | 26.93K |
| Morgan Stanley | 334.67K | 353.14K | 357.06K | 363.22K | 373.79K | 409.87K | 418.30K | 453.82K | 477.24K | 272.08K | 231.03K | 226.65K | 220.40K | 237.98K | 297.00K | 454.71K | 281.95K | 335.37K | 349.69K | 350.50K |
| PNC Financial Services | 19.05K | 20.52K | 19.97K | 24.18K | 24.15K | 25.05K | 26.55K | 29.14K | 29.22K | 32.66K | 32.07K | 33.61K | 28.67K | 18.30K | 16.86K | 17.98K | 14.19K | 2.81K | 1.69K | 761 |
| Goldman Sachs Group | 16.43K | 16.06K | 2.92K | 2.92K | 2.92K | — | — | 4.29K | 11.20K | 11.20K | 11.20K | 11.20K | 11.20K | 11.20K | 11.20K | 11.20K | 11.20K | 11.20K | 11.20K | 11.20K |
| Wells Fargo & Co | 11.33K | 11.12K | 12.58K | 12.18K | 10.69K | 13.27K | 12.44K | 10.56K | 7.60K | 6.27K | 5.80K | 5.86K | 5.86K | — | 1 | — | 2 | — | 2 | 1 |
| Citadel Advisors | 2.34K | — | — | 13.25K | 34.74K | 30.44K | — | 34.02K | 5.83K | — | 18.94K | 33.84K | 27.90K | 14.91K | 5.81K | 40.44K | — | 4.36K | — | 9.20K |
| JPMorgan Chase & Co | 2.11K | — | 1.40K | 1.42K | 1.44K | 3.37K | 3.14K | 2.56K | 341 | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 44 | 44 | 43 | 43 | 43 | 290 | 278 | 306 | 307 | 306 | — | — | — | — | 1 | — | — | — | 1 | — |
| Two Sigma Investments | — | 5.95K | 11.20K | 8.20K | 10.60K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | 348 | 333 | 295 | 295 | 549 | 168 | 168 | 154 | 154 | 188 | 188 | 188 | — | — | — | — | — | — |
| Franklin Resources | — | — | — | — | 570 | 574 | — | — | — | — | — | — | — | 847 | 885 | 885 | 885 | 823 | 946 | 947 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details