Clearbridge LRG Cap Grow-OLCMMX

13F holders, Q2 2026 (June 30)
3holders +1
1new positions
0sold out
$75.20avg. 13F price*

At the end of Q2 2026, 3 institutions reported holding Clearbridge LRG Cap Grow-O (LCMMX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Wealthspire Advisors, LLC ($384K), Adirondack Trust Co. ($202K) and Oakworth Capital, Inc. ($5K).

Company
Clearbridge LRG Cap Grow-O
CUSIP
52471R390
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$384K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 5,101 shares bought and 55 shares sold, net +5,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Wealthspire Advisors, LLC 0.00% New 5,100 $384K
Adirondack Trust Co. 0.06% Reduce -2.0% 2,686 $202K
Oakworth Capital, Inc. 0.00% Add +1.4% 71 $5K

"% of holder's portfolio" is LCMMX's weight in each manager's 13F, not the share of Clearbridge LRG Cap Grow-O the manager owns.