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BATS BZX Real-Time Price
As of 11:19am ET
 -0.03 / -0.07%
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Institutional investors hold a majority ownership of LM through the 83.05% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Investment Managers industry. Last, during the quarter ended September 2017, these large investors purchased a net $1.3 million shares.
Mutual fund holders47.25%
Other institutional35.80%
Individual stakeholders25.82%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2017JUNTO CAPITAL MANAGEMENT LP  Bought 712.0 Thousand shares of Legg Mason Inc
9/30/2017LSV ASSET MANAGEMENT  Bought 636.1 Thousand shares of Legg Mason Inc
9/30/2017CITIGROUP GLOBAL MARKETS, INC. (...  Bought 518.2 Thousand shares of Legg Mason Inc

Top 10 Owners of Legg Mason Inc

Total value ($)Shares
bought / sold
The Vanguard Group, Inc.8.02%7,509,284286,704,463+162,001+2.20%
BlackRock Fund Advisors7.16%6,699,371255,781,985+131,604+2.00%
First Pacific Advisors LLC4.26%3,991,742152,404,710-9,878-0.25%
Fidelity Management & Research Co...3.84%3,596,928137,330,711-994,138-21.65%
Dimensional Fund Advisors LP3.56%3,327,388127,039,674+81,952+2.53%
Clarkston Capital Partners LLC3.40%3,184,293121,576,307+159,884+5.29%
Invesco Advisers, Inc.3.16%2,956,009112,860,424-525,936-15.10%
GAMCO Asset Management, Inc.3.14%2,937,211112,142,716-97,198-3.20%
LSV Asset Management3.01%2,819,118107,633,925+636,114+29.14%
SSgA Funds Management, Inc.2.68%2,505,26795,651,094+1,713+0.07%

Top 10 Mutual Funds Holding Legg Mason Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
FPA Crescent Fund3.92%3,669,319140,094,59900.00%
Invesco Diversified Dividend Fund2.94%2,753,405105,125,003-587,403-17.58%
Vanguard Total Stock Market Index...2.26%2,118,84280,897,388+19,531+0.93%
iShares Core S&P Mid Cap ETF2.26%2,112,68180,662,161+1,852+0.09%
Vanguard Small Cap Index Fund2.21%2,063,77378,794,853+5,140+0.25%
Vanguard Small Cap Value Index Fu...1.43%1,336,53251,028,792+12,939+0.98%
Fidelity Value Fund1.27%1,193,80045,579,284-11,500-0.95%
Vanguard Extended Market Index Fu...1.17%1,097,57141,905,26100.00%
DFA US Targeted Value Portfolio1.07%1,005,11538,375,291+62,500+6.63%
Clarkston Partners Fund (The)1.07%1,000,14838,185,651+148+0.01%