CLEARBRIDGE ENERGY MIDSTREAM (EMO) Institutional Shareholders
CLEARBRIDGE ENERGY MIDSTREAM (EMO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $251.99M in EMO holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of EMO tracked by InsiderSet, reporting ownership valued at approximately $70.30M in its March 31, 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 $68.00M, representing an estimated loss of -3.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% 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
116
Total Reported Value
$251.99M
Largest Holder
Morgan Stanley
Largest Position
$70.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
138
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% | 1,330,974 | $70,302,074 | $67,999,462 | -$2,302,612 | -3.28% | |
| Z3 Capital Partners, Llc | 6.62% | 629,814 | $31,553,677 | $32,177,197 | +$623,520 | +1.98% | |
| Ep Wealth Advisors, Llc | 0.08% | 303,753 | $16,044,233 | $15,518,741 | -$525,492 | -3.28% | |
| Royal Bank Of Canada | 0.00% | 270,443 | $14,284,000 | $13,816,933 | -$467,067 | -3.27% | |
| Advisors Asset Management, Inc. | 0.22% | 244,836 | $12,932,238 | $12,508,671 | -$423,567 | -3.28% | |
| Wells Fargo & Company/Mn | 0.00% | 225,706 | $11,921,801 | $11,531,320 | -$390,481 | -3.28% | |
| Bank Of America Corp | 0.00% | 213,267 | $11,264,762 | $10,895,811 | -$368,951 | -3.28% | |
| Stifel Financial Corp | 0.01% | 126,375 | $6,675,314 | $6,456,499 | -$218,815 | -3.28% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 111,030 | $5,864,612 | $5,672,523 | -$192,089 | -3.28% | |
| Ubs Group Ag | 0.00% | 88,758 | $4,688,198 | $4,534,646 | -$153,552 | -3.28% | |
| Ameriprise Financial Inc | 0.00% | 81,720 | $4,316,460 | $4,175,075 | -$141,385 | -3.28% | |
| Edgemoor Investment Advisors, Inc. | 0.32% | 77,738 | $4,106,121 | $3,971,634 | -$134,487 | -3.28% | |
| Osaic Holdings, Inc. | 0.00% | 64,291 | $3,396,062 | $3,284,627 | -$111,435 | -3.28% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.06% | 59,023 | $3,117,595 | $3,015,485 | -$102,110 | -3.28% | |
| Oxbow Advisors, Llc | 0.26% | 58,484 | $3,089,125 | $2,987,948 | -$101,177 | -3.28% | |
| Raymond James Financial Inc | 0.00% | 56,455 | $2,981,956 | $2,884,286 | -$97,670 | -3.28% | |
| Blue Bell Private Wealth Management, Llc | 0.36% | 47,803 | $2,524,940 | $2,442,255 | -$82,685 | -3.27% | |
| Lpl Financial Llc | 0.00% | 45,925 | $2,425,746 | $2,346,308 | -$79,438 | -3.27% | |
| Terril Brothers, Inc. | 0.58% | 44,879 | $2,248,438 | $2,292,868 | +$44,430 | +1.98% | |
| Kingsview Wealth Management, Llc | 0.03% | 39,515 | $2,087,159 | $2,018,821 | -$68,338 | -3.27% | |
| Rockefeller Capital Management L.P. | 0.00% | 39,509 | $2,086,865 | $2,018,515 | -$68,350 | -3.28% | |
| Wright Wealth Llc | 1.20% | 39,834 | $1,995,683 | $2,035,119 | +$39,436 | +1.98% | |
| Waterloo Capital, L.P. | 0.08% | 29,152 | $1,460,515 | $1,489,376 | +$28,861 | +1.98% | |
| Nations Financial Group Inc | 0.06% | 26,728 | $1,339,073 | $1,365,534 | +$26,461 | +1.98% | |
| Invesco Ltd. | 0.00% | 24,653 | $1,302,171 | $1,259,522 | -$42,649 | -3.28% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,961 | $1,162,055 | $1,173,077 | +$11,022 | +0.95% | |
| Closed-End Fund Advisors, Inc. | 1.12% | 22,885 | $1,146,539 | $1,169,195 | +$22,656 | +1.98% | |
| Ifp Advisors, Inc | 0.02% | 21,041 | $1,054,154 | $1,074,985 | +$20,831 | +1.98% | |
| Cetera Investment Advisers | 0.00% | 19,792 | $1,045,388 | $1,011,173 | -$34,215 | -3.27% | |
| Hollencrest Capital Management | 0.04% | 19,285 | $1,018,634 | $985,271 | -$33,363 | -3.28% | |
| Capstone Investment Advisors, Llc | 0.01% | 19,073 | $1,007,436 | $974,440 | -$32,996 | -3.28% | |
| Nomura Holdings Inc | 0.01% | 19,012 | $1,004,214 | $971,323 | -$32,891 | -3.28% | |
| M&T Bank Corp | 0.00% | 18,913 | $998,985 | $966,265 | -$32,720 | -3.28% | |
| Stephens Inc | 0.01% | 18,006 | $902,107 | $919,927 | +$17,820 | +1.98% | |
| Calamos Advisors Llc | 0.00% | 17,460 | $874,746 | $892,031 | +$17,285 | +1.98% | |
| Kingswood Wealth Advisors, Llc | 0.03% | 14,989 | $750,949 | $765,788 | +$14,839 | +1.98% | |
| Future Financial Wealth Managment Llc | 0.45% | 13,710 | $726,493 | $700,444 | -$26,049 | -3.59% | |
| Icon Wealth Advisors, Llc | 0.05% | 14,216 | $720,760 | $726,295 | +$5,535 | +0.77% | |
| Oppenheimer & Co Inc | 0.01% | 14,272 | $715,027 | $729,156 | +$14,129 | +1.98% | |
| Indivisible Partners | 0.06% | 12,170 | $642,846 | $621,765 | -$21,081 | -3.28% | |
| Cary Street Partners Financial Llc | 0.01% | 12,490 | $625,749 | $638,114 | +$12,365 | +1.98% | |
| Hightower Advisors, Llc | 0.00% | 10,571 | $558,370 | $540,072 | -$18,298 | -3.28% | |
| D.A. Davidson & Co. | 0.00% | 10,873 | $544,765 | $555,502 | +$10,737 | +1.97% | |
| Ritholtz Wealth Management | 0.01% | 10,069 | $531,845 | $514,425 | -$17,420 | -3.28% | |
| Creative Planning | 0.00% | 9,852 | $520,371 | $503,339 | -$17,032 | -3.27% | |
| Mai Capital Management | 0.00% | 9,578 | $505,910 | $489,340 | -$16,570 | -3.28% | |
| Hickory Point Bank & Trust | 0.30% | 9,990 | $500,499 | $510,389 | +$9,890 | +1.98% | |
| Xml Financial, Llc | 0.04% | 9,807 | $491,347 | $501,040 | +$9,693 | +1.97% | |
| Pfg Investments, Llc | 0.02% | 9,765 | $489,204 | $498,894 | +$9,690 | +1.98% | |
| Pathstone Holdings, Llc | 0.00% | 9,222 | $487,106 | $471,152 | -$15,954 | -3.28% |
Frequently asked questions about EMO
Who owns the most EMO stock?
The largest holders of EMO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CLEARBRIDGE ENERGY MIDSTREAM (EMO).
Is EMO widely held by superinvestors?
Many widely followed stocks like EMO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EMO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.