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← GAMCO Investors Inc, its record

GAMCO Investors Inc and Neuberger Berman Group LLC: where the books meet

At Q2 2026, at least 16% of the two 13F books was the same, across 159 stocks both listed, against 15% 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%9%18%Q2 2013: 15%, 146 in bothQ3 2013: 15%, 149 in bothQ4 2013: 14%, 152 in bothQ1 2014: 14%, 150 in both14Q2 2014: 14%, 147 in bothQ3 2014: 14%, 157 in bothQ4 2014: 14%, 150 in bothQ1 2015: 14%, 146 in both15Q2 2015: 15%, 148 in bothQ3 2015: 15%, 149 in bothQ4 2015: 15%, 149 in bothQ1 2016: 15%, 153 in both16Q2 2016: 15%, 147 in bothQ3 2016: 13%, 140 in bothQ4 2016: 13%, 138 in bothQ1 2017: 13%, 133 in both17Q2 2017: 13%, 141 in bothQ3 2017: 12%, 138 in bothQ4 2017: 12%, 140 in bothQ1 2018: 12%, 138 in both18Q2 2018: 11%, 134 in bothQ3 2018: 12%, 133 in bothQ4 2018: 12%, 139 in bothQ1 2019: 12%, 142 in both19Q2 2019: 13%, 147 in bothQ3 2019: 13%, 143 in bothQ4 2019: 13%, 146 in bothQ1 2020: 14%, 156 in both20Q2 2020: 15%, 153 in bothQ3 2020: 15%, 149 in bothQ4 2020: 14%, 141 in bothQ1 2021: 14%, 147 in both21Q2 2021: 15%, 153 in bothQ3 2021: 15%, 144 in bothQ4 2021: 15%, 150 in bothQ1 2022: 15%, 145 in both22Q2 2022: 16%, 149 in bothQ3 2022: 16%, 151 in bothQ4 2022: 17%, 153 in bothQ1 2023: 16%, 159 in both23Q2 2023: 16%, 159 in bothQ3 2023: 15%, 154 in bothQ4 2023: 16%, 158 in bothQ1 2024: 15%, 155 in both24Q2 2024: 16%, 156 in bothQ3 2024: 16%, 163 in bothQ4 2024: 16%, 161 in bothQ1 2025: 16%, 160 in both25Q2 2025: 17%, 156 in bothQ3 2025: 17%, 159 in bothQ4 2025: 18%, 161 in bothQ1 2026: 18%, 169 in both26Q2 2026: 16%, 159 in both
  • Q2 2013: 15%, 146 in both
  • Q3 2013: 15%, 149 in both
  • Q4 2013: 14%, 152 in both
  • Q1 2014: 14%, 150 in both
  • Q2 2014: 14%, 147 in both
  • Q3 2014: 14%, 157 in both
  • Q4 2014: 14%, 150 in both
  • Q1 2015: 14%, 146 in both
  • Q2 2015: 15%, 148 in both
  • Q3 2015: 15%, 149 in both
  • Q4 2015: 15%, 149 in both
  • Q1 2016: 15%, 153 in both
  • Q2 2016: 15%, 147 in both
  • Q3 2016: 13%, 140 in both
  • Q4 2016: 13%, 138 in both
  • Q1 2017: 13%, 133 in both
  • Q2 2017: 13%, 141 in both
  • Q3 2017: 12%, 138 in both
  • Q4 2017: 12%, 140 in both
  • Q1 2018: 12%, 138 in both
  • Q2 2018: 11%, 134 in both
  • Q3 2018: 12%, 133 in both
  • Q4 2018: 12%, 139 in both
  • Q1 2019: 12%, 142 in both
  • Q2 2019: 13%, 147 in both
  • Q3 2019: 13%, 143 in both
  • Q4 2019: 13%, 146 in both
  • Q1 2020: 14%, 156 in both
  • Q2 2020: 15%, 153 in both
  • Q3 2020: 15%, 149 in both
  • Q4 2020: 14%, 141 in both
  • Q1 2021: 14%, 147 in both
  • Q2 2021: 15%, 153 in both
  • Q3 2021: 15%, 144 in both
  • Q4 2021: 15%, 150 in both
  • Q1 2022: 15%, 145 in both
  • Q2 2022: 16%, 149 in both
  • Q3 2022: 16%, 151 in both
  • Q4 2022: 17%, 153 in both
  • Q1 2023: 16%, 159 in both
  • Q2 2023: 16%, 159 in both
  • Q3 2023: 15%, 154 in both
  • Q4 2023: 16%, 158 in both
  • Q1 2024: 15%, 155 in both
  • Q2 2024: 16%, 156 in both
  • Q3 2024: 16%, 163 in both
  • Q4 2024: 16%, 161 in both
  • Q1 2025: 16%, 160 in both
  • Q2 2025: 17%, 156 in both
  • Q3 2025: 17%, 159 in both
  • Q4 2025: 18%, 161 in both
  • Q1 2026: 18%, 169 in both
  • Q2 2026: 16%, 159 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.

StockGAMCO Investors IncNeuberger Berman Group LLC
Alphabet Class C(GOOG)0.6%Added2.1%Added
Nvidia Corp Com(NVDA)0.6%Added4.1%Added
J.p. Morgan Chase & Co(JPM)0.5%Trimmed1.7%Added
Berkshire Hathaway Inc Del CL(BRK-B)0.4%Trimmed0.6%Added
Microsoft Corp(MSFT)0.4%Trimmed2.6%Trimmed
United Rentals Inc Com(URI)0.3%Held0.4%Added
Texas Instruments Inc(TXN)0.3%Added0.4%Added
Apple Inc(AAPL)0.3%Trimmed3.3%Added
Lilly, Eli and Company(LLY)0.3%Added1.4%Trimmed
Facebook Inc CL A(META)0.3%Added0.9%Added
Amazon.com Inc(AMZN)0.3%Trimmed3.1%Added
Broadcom Inc(AVGO)0.2%Added1.0%Trimmed
Corning Inc(GLW)0.4%Added0.2%Added
General Electric Co Com New(GE)0.2%Trimmed0.7%Trimmed
Bank of America(BAC)0.2%Trimmed0.3%Trimmed
Boeing Co(BA)0.2%Added0.3%Added
PNC Financial Corp(PNC)0.3%Trimmed0.2%Added
Freeport Mcmoran Copper&gold C(FCX)0.4%Trimmed0.2%Added
Valmont Inds Inc(VMI)0.3%Trimmed0.2%Trimmed
Morgan Stanley(MS)0.2%Trimmed0.4%Added

and 139 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.

  • Apple Inc(AAPL)GAMCO Investors Inc trimmed; Neuberger Berman Group LLC added
  • Amazon.com Inc(AMZN)GAMCO Investors Inc trimmed; Neuberger Berman Group LLC added
  • Alphabet Class A(GOOGL)GAMCO Investors Inc trimmed; Neuberger Berman Group LLC added
  • J.p. Morgan Chase & Co(JPM)GAMCO Investors Inc trimmed; Neuberger Berman Group LLC added
  • Lilly, Eli and Company(LLY)GAMCO Investors Inc added; Neuberger Berman Group LLC trimmed
  • iShares TR S P 500 Indx FD(IVV)GAMCO Investors Inc trimmed; Neuberger Berman Group LLC added
  • Broadcom Inc(AVGO)GAMCO Investors Inc added; Neuberger Berman Group LLC trimmed
  • ***asml Holding N V(ASML)GAMCO Investors Inc trimmed; Neuberger Berman Group LLC added
  • Amphenol Corp New-cl A(APH)GAMCO Investors Inc trimmed; Neuberger Berman Group LLC added
  • Micron Technology Inc(MU)GAMCO Investors Inc started; Neuberger Berman Group LLC trimmed
  • Johnson & Johnson(JNJ)GAMCO Investors Inc trimmed; Neuberger Berman Group LLC added
  • Visa Inc(V)GAMCO Investors Inc added; Neuberger Berman Group LLC trimmed
GAMCO Investors Inc: the recordNeuberger Berman Group LLC: the record

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