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LMVFX — Clearbridge Value Trust Fi Institutional Holders · Q3 2026

Who owns Clearbridge Value Trust Fi (LMVFX)? 1 institutions reported holding $403,000 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Neville Rodie & Shaw Inc ($403,000).

RankInstitutionValueSharesChange
1NEVILLE RODIE & SHAW INC$403,0003,006Hold

Source: SEC Form 13F filings · as of 2026-09-30