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Neuberger Berman Group LLC and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 46% of the two 13F books was the same, across 225 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%47%Q2 2013: 31%, 200 in bothQ3 2013: 30%, 196 in bothQ4 2013: 30%, 196 in bothQ1 2014: 30%, 201 in both14Q2 2014: 29%, 205 in bothQ3 2014: 28%, 202 in bothQ4 2014: 27%, 196 in bothQ1 2015: 27%, 191 in both15Q2 2015: 27%, 187 in bothQ3 2015: 28%, 187 in bothQ4 2015: 31%, 199 in bothQ1 2016: 32%, 201 in both16Q2 2016: 32%, 205 in bothQ3 2016: 31%, 199 in bothQ4 2016: 30%, 203 in bothQ1 2017: 30%, 201 in both17Q2 2017: 29%, 193 in bothQ3 2017: 29%, 189 in bothQ4 2017: 29%, 201 in bothQ1 2018: 29%, 196 in both18Q2 2018: 29%, 193 in bothQ3 2018: 31%, 200 in bothQ4 2018: 33%, 202 in bothQ1 2019: 34%, 211 in both19Q2 2019: 34%, 206 in bothQ3 2019: 35%, 216 in bothQ4 2019: 36%, 213 in bothQ1 2020: 37%, 210 in both20Q2 2020: 37%, 214 in bothQ3 2020: 37%, 212 in bothQ4 2020: 36%, 213 in bothQ1 2021: 36%, 213 in both21Q2 2021: 36%, 208 in bothQ3 2021: 37%, 210 in bothQ4 2021: 39%, 208 in bothQ1 2022: 39%, 206 in both22Q2 2022: 40%, 209 in bothQ3 2022: 40%, 214 in bothQ4 2022: 39%, 219 in bothQ1 2023: 40%, 221 in both23Q2 2023: 42%, 227 in bothQ3 2023: 43%, 223 in bothQ4 2023: 44%, 229 in bothQ1 2024: 45%, 227 in both24Q2 2024: 47%, 232 in bothQ3 2024: 44%, 221 in bothQ4 2024: 45%, 225 in bothQ1 2025: 45%, 224 in both25Q2 2025: 46%, 227 in bothQ3 2025: 47%, 223 in bothQ4 2025: 47%, 219 in bothQ1 2026: 45%, 221 in both26Q2 2026: 46%, 225 in both
  • Q2 2013: 31%, 200 in both
  • Q3 2013: 30%, 196 in both
  • Q4 2013: 30%, 196 in both
  • Q1 2014: 30%, 201 in both
  • Q2 2014: 29%, 205 in both
  • Q3 2014: 28%, 202 in both
  • Q4 2014: 27%, 196 in both
  • Q1 2015: 27%, 191 in both
  • Q2 2015: 27%, 187 in both
  • Q3 2015: 28%, 187 in both
  • Q4 2015: 31%, 199 in both
  • Q1 2016: 32%, 201 in both
  • Q2 2016: 32%, 205 in both
  • Q3 2016: 31%, 199 in both
  • Q4 2016: 30%, 203 in both
  • Q1 2017: 30%, 201 in both
  • Q2 2017: 29%, 193 in both
  • Q3 2017: 29%, 189 in both
  • Q4 2017: 29%, 201 in both
  • Q1 2018: 29%, 196 in both
  • Q2 2018: 29%, 193 in both
  • Q3 2018: 31%, 200 in both
  • Q4 2018: 33%, 202 in both
  • Q1 2019: 34%, 211 in both
  • Q2 2019: 34%, 206 in both
  • Q3 2019: 35%, 216 in both
  • Q4 2019: 36%, 213 in both
  • Q1 2020: 37%, 210 in both
  • Q2 2020: 37%, 214 in both
  • Q3 2020: 37%, 212 in both
  • Q4 2020: 36%, 213 in both
  • Q1 2021: 36%, 213 in both
  • Q2 2021: 36%, 208 in both
  • Q3 2021: 37%, 210 in both
  • Q4 2021: 39%, 208 in both
  • Q1 2022: 39%, 206 in both
  • Q2 2022: 40%, 209 in both
  • Q3 2022: 40%, 214 in both
  • Q4 2022: 39%, 219 in both
  • Q1 2023: 40%, 221 in both
  • Q2 2023: 42%, 227 in both
  • Q3 2023: 43%, 223 in both
  • Q4 2023: 44%, 229 in both
  • Q1 2024: 45%, 227 in both
  • Q2 2024: 47%, 232 in both
  • Q3 2024: 44%, 221 in both
  • Q4 2024: 45%, 225 in both
  • Q1 2025: 45%, 224 in both
  • Q2 2025: 46%, 227 in both
  • Q3 2025: 47%, 223 in both
  • Q4 2025: 47%, 219 in both
  • Q1 2026: 45%, 221 in both
  • Q2 2026: 46%, 225 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.

StockNeuberger Berman Group LLCWellington Management Group LLP
Nvidia Corp(NVDA)4.1%Added4.2%Trimmed
Apple Inc(AAPL)3.3%Added3.0%Trimmed
Microsoft Corp(MSFT)2.6%Trimmed3.1%Trimmed
Alphabet Inc(GOOGL)2.4%Added2.7%Trimmed
Amazon.com Inc(AMZN)3.1%Added2.3%Trimmed
Eli Lilly & Co(LLY)1.4%Trimmed2.3%Trimmed
Alphabet Inc(GOOG)2.1%Added1.0%Added
Broadcom Inc(AVGO)1.0%Trimmed3.4%Added
Facebook Inc(META)0.9%Added0.7%Trimmed
Micron Technology Inc(MU)0.7%Trimmed1.0%Added
Johnson & Johnson(JNJ)0.7%Added1.0%Added
Visa Inc(V)0.7%Trimmed0.6%Trimmed
Advanced Micro Devices Inc(AMD)0.6%Trimmed0.9%Added
Amphenol Corp New-cl A(APH)0.7%Added0.5%Added
Targa Res Corp(TRGP)0.5%Trimmed0.7%Trimmed
Home Depot Inc(HD)0.9%Trimmed0.5%Trimmed
Mastercard Inc(MA)0.4%Trimmed1.1%Trimmed
General Electric Co(GE)0.7%Trimmed0.4%Added
Linde PLC(LIN)0.4%Added0.4%Trimmed
Williams Companies Inc(WMB)0.6%Added0.4%Added

and 205 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)Neuberger Berman Group LLC added; Wellington Management Group LLP trimmed
  • Broadcom Inc(AVGO)Neuberger Berman Group LLC trimmed; Wellington Management Group LLP added
  • Apple Inc(AAPL)Neuberger Berman Group LLC added; Wellington Management Group LLP trimmed
  • Alphabet Inc(GOOGL)Neuberger Berman Group LLC added; Wellington Management Group LLP trimmed
  • Amazon.com Inc(AMZN)Neuberger Berman Group LLC added; Wellington Management Group LLP trimmed
  • Micron Technology Inc(MU)Neuberger Berman Group LLC trimmed; Wellington Management Group LLP added
  • Advanced Micro Devices Inc(AMD)Neuberger Berman Group LLC trimmed; Wellington Management Group LLP added
  • Blackrock Inc(BLK)Neuberger Berman Group LLC trimmed; Wellington Management Group LLP added
  • Facebook Inc(META)Neuberger Berman Group LLC added; Wellington Management Group LLP trimmed
  • Texas Instruments Inc(TXN)Neuberger Berman Group LLC added; Wellington Management Group LLP trimmed
  • CVS Corp(CVS)Neuberger Berman Group LLC trimmed; Wellington Management Group LLP added
  • Danaher Corp(DHR)Neuberger Berman Group LLC trimmed; Wellington Management Group LLP added
Neuberger Berman Group LLC: the recordWellington Management Group LLP: the record

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