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← AllianceBernstein LP, its record

AllianceBernstein LP and Neuberger Berman Group LLC: where the books meet

At Q2 2026, at least 47% of the two 13F books was the same, across 234 stocks both listed, against 31% at Q2 2013. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%24%48%Q2 2013: 31%, 203 in bothQ3 2013: 31%, 204 in bothQ4 2013: 31%, 211 in bothQ1 2014: 31%, 202 in both14Q2 2014: 30%, 204 in bothQ3 2014: 30%, 206 in bothQ4 2014: 30%, 208 in bothQ1 2015: 28%, 199 in both15Q2 2015: 29%, 195 in bothQ3 2015: 29%, 205 in bothQ4 2015: 32%, 213 in bothQ1 2016: 33%, 219 in both16Q2 2016: 33%, 222 in bothQ3 2016: 33%, 218 in bothQ4 2016: 34%, 224 in bothQ1 2017: 34%, 216 in both17Q2 2017: 34%, 207 in bothQ3 2017: 33%, 206 in bothQ4 2017: 33%, 211 in bothQ1 2018: 33%, 215 in both18Q2 2018: 32%, 214 in bothQ3 2018: 34%, 224 in bothQ4 2018: 36%, 233 in bothQ1 2019: 36%, 233 in both19Q2 2019: 36%, 234 in bothQ3 2019: 37%, 233 in bothQ4 2019: 37%, 239 in bothQ1 2020: 40%, 242 in both20Q2 2020: 39%, 239 in bothQ3 2020: 40%, 243 in bothQ4 2020: 39%, 237 in bothQ1 2021: 38%, 233 in both21Q2 2021: 38%, 229 in bothQ3 2021: 38%, 226 in bothQ4 2021: 39%, 231 in bothQ1 2022: 40%, 237 in both22Q2 2022: 41%, 244 in bothQ3 2022: 40%, 245 in bothQ4 2022: 40%, 240 in bothQ1 2023: 41%, 244 in both23Q2 2023: 42%, 245 in bothQ3 2023: 43%, 241 in bothQ4 2023: 43%, 237 in bothQ1 2024: 44%, 243 in both24Q2 2024: 45%, 231 in bothQ3 2024: 44%, 232 in bothQ4 2024: 45%, 245 in bothQ1 2025: 45%, 248 in both25Q2 2025: 45%, 245 in bothQ3 2025: 46%, 239 in bothQ4 2025: 48%, 236 in bothQ1 2026: 47%, 246 in both26Q2 2026: 47%, 234 in both
  • Q2 2013: 31%, 203 in both
  • Q3 2013: 31%, 204 in both
  • Q4 2013: 31%, 211 in both
  • Q1 2014: 31%, 202 in both
  • Q2 2014: 30%, 204 in both
  • Q3 2014: 30%, 206 in both
  • Q4 2014: 30%, 208 in both
  • Q1 2015: 28%, 199 in both
  • Q2 2015: 29%, 195 in both
  • Q3 2015: 29%, 205 in both
  • Q4 2015: 32%, 213 in both
  • Q1 2016: 33%, 219 in both
  • Q2 2016: 33%, 222 in both
  • Q3 2016: 33%, 218 in both
  • Q4 2016: 34%, 224 in both
  • Q1 2017: 34%, 216 in both
  • Q2 2017: 34%, 207 in both
  • Q3 2017: 33%, 206 in both
  • Q4 2017: 33%, 211 in both
  • Q1 2018: 33%, 215 in both
  • Q2 2018: 32%, 214 in both
  • Q3 2018: 34%, 224 in both
  • Q4 2018: 36%, 233 in both
  • Q1 2019: 36%, 233 in both
  • Q2 2019: 36%, 234 in both
  • Q3 2019: 37%, 233 in both
  • Q4 2019: 37%, 239 in both
  • Q1 2020: 40%, 242 in both
  • Q2 2020: 39%, 239 in both
  • Q3 2020: 40%, 243 in both
  • Q4 2020: 39%, 237 in both
  • Q1 2021: 38%, 233 in both
  • Q2 2021: 38%, 229 in both
  • Q3 2021: 38%, 226 in both
  • Q4 2021: 39%, 231 in both
  • Q1 2022: 40%, 237 in both
  • Q2 2022: 41%, 244 in both
  • Q3 2022: 40%, 245 in both
  • Q4 2022: 40%, 240 in both
  • Q1 2023: 41%, 244 in both
  • Q2 2023: 42%, 245 in both
  • Q3 2023: 43%, 241 in both
  • Q4 2023: 43%, 237 in both
  • Q1 2024: 44%, 243 in both
  • Q2 2024: 45%, 231 in both
  • Q3 2024: 44%, 232 in both
  • Q4 2024: 45%, 245 in both
  • Q1 2025: 45%, 248 in both
  • Q2 2025: 45%, 245 in both
  • Q3 2025: 46%, 239 in both
  • Q4 2025: 48%, 236 in both
  • Q1 2026: 47%, 246 in both
  • Q2 2026: 47%, 234 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockAllianceBernstein LPNeuberger Berman Group LLC
Nvidia Corp(NVDA)5.6%Trimmed4.1%Added
Apple Inc(AAPL)3.6%Added3.3%Added
Microsoft Corp(MSFT)3.2%Trimmed2.6%Trimmed
Amazon.com Inc(AMZN)2.6%Trimmed3.1%Added
Alphabet Inc(GOOG)3.5%Trimmed2.1%Added
Eli Lilly & Co(LLY)1.3%Trimmed1.4%Trimmed
iShares Core S&P 500 ETF(IVV)1.2%Added1.3%Added
Alphabet Inc(GOOGL)1.1%Added2.4%Added
Broadcom Inc(AVGO)2.4%Trimmed1.0%Trimmed
Facebook Inc(META)2.3%Trimmed0.9%Added
Home Depot Inc(HD)0.7%Added0.9%Trimmed
Visa Inc(V)1.8%Trimmed0.7%Trimmed
Berkshire Hathaway Inc(BRK-B)0.6%Trimmed0.6%Added
Exxon Mobil Corp(XOM)0.6%Added0.6%Trimmed
Applied Materials Inc(AMAT)0.6%Trimmed0.6%Added
Johnson & Johnson(JNJ)0.6%Trimmed0.7%Added
General Electric Co(GE)0.5%Added0.7%Trimmed
Costco Wholesale Corp(COST)0.8%Trimmed0.5%Trimmed
JPMorgan Chase & Co(JPM)0.5%Added1.7%Added
Motorola Inc(MSI)0.5%Added0.5%Added

and 214 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Nvidia Corp(NVDA)AllianceBernstein LP trimmed; Neuberger Berman Group LLC added
  • Alphabet Inc(GOOG)AllianceBernstein LP trimmed; Neuberger Berman Group LLC added
  • Amazon.com Inc(AMZN)AllianceBernstein LP trimmed; Neuberger Berman Group LLC added
  • Facebook Inc(META)AllianceBernstein LP trimmed; Neuberger Berman Group LLC added
  • Home Depot Inc(HD)AllianceBernstein LP added; Neuberger Berman Group LLC trimmed
  • Applied Materials Inc(AMAT)AllianceBernstein LP trimmed; Neuberger Berman Group LLC added
  • Exxon Mobil Corp(XOM)AllianceBernstein LP added; Neuberger Berman Group LLC trimmed
  • Berkshire Hathaway Inc(BRK-B)AllianceBernstein LP trimmed; Neuberger Berman Group LLC added
  • Johnson & Johnson(JNJ)AllianceBernstein LP trimmed; Neuberger Berman Group LLC added
  • Intuitive Surgical Inc(ISRG)AllianceBernstein LP trimmed; Neuberger Berman Group LLC added
  • General Electric Co(GE)AllianceBernstein LP added; Neuberger Berman Group LLC trimmed
  • Eaton Corp PLC(ETN)AllianceBernstein LP added; Neuberger Berman Group LLC trimmed
AllianceBernstein LP: the recordNeuberger Berman Group LLC: the record

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