CLEARBRIDGE LARGE CAP GROWTH LRGE
$86.03
-0.4% 52w: $72.57 – $88.58
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data72.5780.5788.58
Jun 20, 2025 Jul 2, 2026
Institutional holders
82
-1 QoQ
13F value
$270.2M
-5.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns LRGE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | Wealth advisor | 662.9K | $49.8M | 11.3% | +9.9% |
| UBS Group AG | Bank broker | 440.2K | $33.1M | 0.0% | +200.2% |
| LPL Financial LLC | Bank broker | 405.3K | $30.5M | 0.0% | +3.8% |
| MORGAN STANLEY | Bank broker | 353.1K | $26.6M | 0.0% | -1.1% |
| Cetera Investment Advisers | Wealth advisor | 288.5K | $21.7M | 0.0% | +2.9% |
| ROYAL BANK OF CANADA | Bank broker | 255.1K | $19.2M | 0.0% | -31.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 213.3K | $16.0M | 0.0% | +0.4% |
| M&T Bank Corp | Diversified mechanical | 106.6K | $8.0M | 0.0% | +1.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 103.4K | $7.8M | 0.0% | -6.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 93.4K | $7.0M | 0.0% | +5.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 65.7K | $4.9M | 0.0% | -21.8% |
| AA Financial Advisors, LLC | Wealth advisor | 51.4K | $3.9M | 0.5% | -49.3% |
| HighTower Advisors, LLC | Diversified mechanical | 43.8K | $3.3M | 0.0% | +11.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 43.2K | $3.2M | 0.0% | +8.5% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 36.8K | $2.8M | 0.1% | -6.0% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | Wealth advisor | 29.3K | $2.2M | 1.0% | -3.0% |
| PFG Advisors | Wealth advisor | 23.3K | $1.7M | 0.1% | +0.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 23.2K | $1.7M | 0.0% | -1.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 21.7K | $1.6M | 0.0% | -52.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 20.5K | $1.5M | 0.0% | +2.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 19.5K | $1.5M | 0.0% | +0.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 16.1K | $1.2M | 0.0% | +449.9% |
| NATURAL INVESTMENTS, LLC | Other | 15.3K | $1.2M | 0.3% | +46.3% |
| Cascades Capital Asset Management, LLC | Wealth advisor | 14.4K | $1.1M | 0.5% | Held |
| Independent Advisor Alliance | Wealth advisor | 13.7K | $1.0M | 0.0% | New |
| Private Advisor Group, LLC | Wealth advisor | 13.6K | $1.0M | 0.0% | +2.5% |
| Fortitude Family Office, LLC | Wealth advisor | 13.6K | $1.0M | 0.2% | -50.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 12.7K | $954K | 0.0% | +34.2% |
| Family Manage LLC | Wealth advisor | 11.5K | $861K | 0.1% | +63.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 11.1K | $837K | 0.0% | -11.6% |
| IHT Wealth Management, LLC | Wealth advisor | 10.5K | $792K | 0.0% | -13.9% |
| PFG Investments, LLC | Diversified mechanical | 9.0K | $678K | 0.0% | +4.6% |
| STEPHENS INC /AR/ | Diversified mechanical | 7.9K | $591K | 0.0% | +1.7% |
| Golden State Wealth Management, LLC | Wealth advisor | 7.5K | $565K | 0.1% | -7.4% |
| Prospera Financial Services Inc | Diversified mechanical | 7.4K | $559K | 0.0% | -6.9% |
| JPMORGAN CHASE & CO | Bank broker | 7.0K | $509K | 0.0% | +401.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 6.7K | $503K | 0.0% | +45.7% |
| Corundum Group, Inc. | Wealth advisor | 6.4K | $480K | 0.2% | +0.4% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 6.0K | $448K | 0.0% | -46.9% |
| Brooklyn Investment Group | Diversified mechanical | 5.9K | $447K | 0.0% | -6.0% |
| Milestone Investment Advisors LLC | Wealth advisor | 5.9K | $444K | 0.1% | Held |
| May Hill Capital, LLC | Wealth advisor | 5.7K | $425K | 0.1% | -6.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 5.6K | $421K | 0.0% | Held |
| Rockefeller Capital Management L.P. | Diversified mechanical | 5.4K | $409K | 0.0% | +1.3% |
| RFG Advisory, LLC | Wealth advisor | 5.1K | $386K | 0.0% | -17.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 5.0K | $375K | 0.0% | -16.1% |
| Roan Capital Partners | Wealth advisor | 5.0K | $373K | 0.3% | — |
| MGO ONE SEVEN LLC | Wealth advisor | 4.8K | $359K | 0.0% | -6.9% |
| Creative Planning | Wealth advisor | 4.1K | $305K | 0.0% | Held |
| Rossby Financial, LCC | Wealth advisor | 3.9K | $299K | 0.1% | +0.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.