EMO Institutional Ownership & Shareholders
CLEARBRIDGE ENERGY MIDSTREAM (EMO) is currently held by 117 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $258.10M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of EMO tracked by InsiderSet, reporting ownership valued at approximately $66.45M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $71.99M, representing an estimated gain of +8.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed EMO value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Z3 Capital Partners, Llc, Ep Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in CLEARBRIDGE ENERGY MIDSTREAM (EMO).
This page ranks the largest institutional EMO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
117
Total Reported Value
$258.10M
Largest Holder
Morgan Stanley
Largest Position
$66.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
141
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,326,322 | $66,448,787 | $71,992,758 | +$5,543,971 | +8.34% | |
| Z3 Capital Partners, Llc | 6.62% | 629,814 | $31,553,677 | $34,186,304 | +$2,632,627 | +8.34% | |
| Ep Wealth Advisors, Llc | 0.06% | 297,457 | $14,902,609 | $16,145,966 | +$1,243,357 | +8.34% | |
| Royal Bank Of Canada | 0.00% | 276,250 | $13,840,000 | $14,994,850 | +$1,154,850 | +8.34% | |
| Wells Fargo & Company/Mn | 0.00% | 239,795 | $12,013,736 | $13,016,073 | +$1,002,337 | +8.34% | |
| Bank Of America Corp | 0.00% | 195,043 | $9,771,663 | $10,586,934 | +$815,271 | +8.34% | |
| Penserra Capital Management Llc | 0.07% | 184,913 | $9,264,000 | $10,037,078 | +$773,078 | +8.34% | |
| Saba Capital Management, L.P. | 0.19% | 126,112 | $6,318,211 | $6,845,359 | +$527,148 | +8.34% | |
| Stifel Financial Corp | 0.01% | 122,953 | $6,160,074 | $6,673,889 | +$513,815 | +8.34% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 111,114 | $5,566,812 | $6,031,268 | +$464,456 | +8.34% | |
| Sit Investment Associates Inc | 0.08% | 87,278 | $4,373,000 | $4,737,450 | +$364,450 | +8.33% | |
| Osaic Holdings, Inc. | 0.01% | 85,585 | $4,287,964 | $4,645,554 | +$357,590 | +8.34% | |
| Ameriprise Financial Inc | 0.00% | 84,862 | $4,244,070 | $4,606,309 | +$362,239 | +8.54% | |
| Ubs Group Ag | 0.00% | 83,120 | $4,164,312 | $4,511,754 | +$347,442 | +8.34% | |
| Edgemoor Investment Advisors, Inc. | 0.27% | 78,029 | $3,910,813 | $4,235,414 | +$324,601 | +8.30% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.12% | 73,130 | $3,663,813 | $3,969,496 | +$305,683 | +8.34% | |
| Raymond James Financial Inc | 0.00% | 68,327 | $3,423,211 | $3,708,790 | +$285,579 | +8.34% | |
| Oxbow Advisors, Llc | 0.24% | 58,484 | $2,930,048 | $3,174,512 | +$244,464 | +8.34% | |
| Blue Bell Private Wealth Management, Llc | 0.29% | 49,204 | $2,466,098 | $2,670,793 | +$204,695 | +8.30% | |
| Terril Brothers, Inc. | 0.58% | 44,879 | $2,248,438 | $2,436,032 | +$187,594 | +8.34% | |
| Lpl Financial Llc | 0.00% | 43,025 | $2,155,557 | $2,335,397 | +$179,840 | +8.34% | |
| Kingsview Wealth Management, Llc | 0.02% | 39,564 | $1,982,158 | $2,147,534 | +$165,376 | +8.34% | |
| Rockefeller Capital Management L.P. | 0.00% | 39,509 | $1,979,401 | $2,144,549 | +$165,148 | +8.34% | |
| Wright Wealth Llc | 1.12% | 38,748 | $1,942,050 | $2,103,241 | +$161,191 | +8.30% | |
| Waterloo Capital, L.P. | 0.08% | 29,152 | $1,460,515 | $1,582,371 | +$121,856 | +8.34% | |
| Sculptor Capital Lp | 0.01% | 27,500 | $1,377,750 | $1,492,700 | +$114,950 | +8.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 26,486 | $1,344,407 | $1,437,660 | +$93,253 | +6.94% | |
| Nations Financial Group Inc | 0.06% | 26,728 | $1,339,073 | $1,450,796 | +$111,723 | +8.34% | |
| Advisors Asset Management, Inc. | 0.02% | 59,370 | $1,296,641 | $3,222,604 | +$1,925,963 | +148.53% | |
| Quantedge Capital Pte Ltd | 0.92% | 24,200 | $1,212,420 | $1,313,576 | +$101,156 | +8.34% | |
| Concurrent Investment Advisors, Llc | 0.01% | 23,518 | $1,178,706 | $1,276,557 | +$97,851 | +8.30% | |
| Closed-End Fund Advisors, Inc. | 1.12% | 22,885 | $1,146,539 | $1,242,198 | +$95,659 | +8.34% | |
| Ifp Advisors, Inc | 0.02% | 20,323 | $1,018,589 | $1,103,132 | +$84,543 | +8.30% | |
| Calamos Advisors Llc | 0.00% | 20,051 | $1,004,956 | $1,088,368 | +$83,412 | +8.30% | |
| M&T Bank Corp | 0.00% | 18,913 | $998,985 | $1,026,598 | +$27,613 | +2.76% | |
| Hollencrest Capital Management | 0.06% | 19,285 | $966,179 | $1,046,790 | +$80,611 | +8.34% | |
| Capstone Investment Advisors, Llc | 0.01% | 19,073 | $955,557 | $1,035,282 | +$79,725 | +8.34% | |
| Nomura Holdings Inc | 0.00% | 19,012 | $952,501 | $1,031,971 | +$79,470 | +8.34% | |
| Stephens Inc | 0.01% | 18,006 | $902,107 | $977,366 | +$75,259 | +8.34% | |
| Kingswood Wealth Advisors, Llc | 0.03% | 14,989 | $751,249 | $813,603 | +$62,354 | +8.30% | |
| Oppenheimer & Co Inc | 0.01% | 14,835 | $743,530 | $805,244 | +$61,714 | +8.30% | |
| Invesco Ltd. | 0.00% | 14,292 | $716,029 | $775,770 | +$59,741 | +8.34% | |
| Icon Wealth Advisors, Llc | 0.04% | 14,242 | $713,517 | $773,056 | +$59,539 | +8.34% | |
| Future Financial Wealth Managment Llc | 0.41% | 13,235 | $663,338 | $718,396 | +$55,058 | +8.30% | |
| Jpmorgan Chase & Co | 0.00% | 13,162 | $654,678 | $714,433 | +$59,755 | +9.13% | |
| Xtx Topco Ltd | 0.01% | 13,052 | $653,905 | $708,463 | +$54,558 | +8.34% | |
| Cary Street Partners Financial Llc | 0.01% | 12,490 | $625,749 | $677,957 | +$52,208 | +8.34% | |
| Indivisible Partners | 0.03% | 12,354 | $619,176 | $670,575 | +$51,399 | +8.30% | |
| D.A. Davidson & Co. | 0.00% | 10,877 | $545,189 | $590,404 | +$45,215 | +8.29% | |
| Xml Financial, Llc | 0.04% | 10,267 | $514,599 | $557,293 | +$42,694 | +8.30% |
Frequently asked questions about EMO
Who are the largest institutional holders of EMO?
The largest institutional holders of EMO reported in the latest SEC Form 13F filings include Morgan Stanley, Z3 Capital Partners, Llc, Ep Wealth Advisors, Llc, Royal Bank Of Canada, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported EMO position.
What is EMO institutional ownership?
This page tracks EMO positions reported by institutional investment managers through SEC Form 13F. CLEARBRIDGE ENERGY MIDSTREAM (EMO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EMO?
InsiderSet currently tracks 117 institutional managers reporting EMO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EMO shareholders.
How much EMO stock do institutions own?
Institutional investment managers disclosed approximately $258.10M in EMO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EMO institutional ownership last updated?
The latest EMO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EMO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EMO position after the reporting date.
Are institutions buying or selling EMO?
Institutional buying and selling can be analyzed by comparing EMO positions across consecutive 13F reporting periods. InsiderSet's EMO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EMO ownership changes.
How has EMO institutional ownership changed over time?
InsiderSet tracks EMO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.