57.52
BATS BZX Real-Time Price
As of 10:18am ET
 +0.52 / +0.91%
Today’s Change
43.25
Today|||52-Week Range
59.19
+7.78%
Year-to-Date
Institutional investors purchased a net $2.4 million shares of LM during the quarter ended December 2014 and now own 88.74% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Investment Managers industry and highlights that the smart money sees this stock as an important holding.
Other institutional50.32%
Mutual fund holders38.42%
Individual stakeholders17.58%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014VIKING GLOBAL INVESTORS LP  Bought 3.7 Million shares of Legg Mason Inc
12/31/2014WELLINGTON MANAGEMENT CO. LLP  Bought 3.0 Million shares of Legg Mason Inc
12/31/2014CITADEL ADVISORS LLC  Bought 1.1 Million shares of Legg Mason Inc

Top 10 Owners of Legg Mason Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Trian Fund Management LP11.29%12,887,964714,508,72400.00%
The Vanguard Group, Inc.6.59%7,524,090417,135,550-403,037-5.08%
JPMorgan Investment Management, I...5.29%6,036,223334,648,203+920,379+17.99%
SSgA Funds Management, Inc.4.29%4,890,049271,104,317+32,689+0.67%
GAMCO Asset Management, Inc.4.27%4,873,509270,187,339-96,474-1.94%
BlackRock Fund Advisors3.82%4,353,722241,370,348+133,559+3.16%
Wellington Management Co. LLP3.43%3,918,968217,267,586+3,044,731+348.27%
Viking Global Investors LP3.23%3,683,203204,196,774+3,683,203--
Dimensional Fund Advisors LP2.52%2,871,727159,208,545-72,304-2.46%
Invesco Advisers, Inc.2.22%2,536,114140,602,160-78,102-2.99%

Top 10 Mutual Funds Holding Legg Mason Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Invesco Diversified Dividend Fund2.01%2,288,445126,871,391-98,195-4.11%
Vanguard Mid Cap Index Fund1.64%1,869,446103,642,086+36,470+1.99%
Vanguard Total Stock Market Index...1.55%1,763,96797,794,330+27,281+1.57%
JPMorgan Value Advantage Fund1.54%1,755,51097,325,47400.00%
JPMorgan Mid Cap Value Fund1.53%1,750,87597,068,51000.00%
CREF Stock Account1.09%1,244,48368,994,138+328,599+35.88%
New Jersey Division of Investment1.03%1,180,00065,419,200-70,000-5.60%
T Rowe Price Mid Cap Value Fund1.03%1,176,80065,241,792-404,500-25.58%
Vanguard 500 Index Fund0.97%1,106,58361,348,962+17,662+1.62%
SPDR S&P 500 ETF0.92%1,044,82357,924,987-148,143-12.42%

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