L3VLUP
ProSign in
← Neuberger Berman Group LLC, latest filing

What Neuberger Berman Group LLC changed, 2013 to 2026

53 quarterly 13F filings, from Q2 2013 to Q2 2026, each read from the filing itself. A quarter is compared only with the quarter before it, so a quarter with no filing is a gap in the record, not a sale.

Reported book

$150bn

$84.1bn at Q2 2013

Positions

2,342

1,574 at Q2 2013

Top ten weight

23%

11% at Q2 2013

Typical quarterly turnover

about 7%

Estimated from share changes

Reported book by quarter
$0$75bn$150bnQ2 2013: $84.1bnQ3 2013: $90.1bnQ4 2013: $97.3bnQ1 2014: $98.3bn14Q2 2014: $102bnQ3 2014: $97.4bnQ4 2014: $96.3bnQ1 2015: $93.7bn15Q2 2015: $89.9bnQ3 2015: $77.6bnQ4 2015: $76.4bnQ1 2016: $72.7bn16Q2 2016: $72.6bnQ3 2016: $73.7bnQ4 2016: $74.5bnQ1 2017: $77.5bn17Q2 2017: $77.9bnQ3 2017: $79.9bnQ4 2017: $87.0bnQ1 2018: $87.5bn18Q2 2018: $90.6bnQ3 2018: $88.3bnQ4 2018: $71.7bnQ1 2019: $81.6bn19Q2 2019: $83.6bnQ3 2019: $81.9bnQ4 2019: $85.7bnQ1 2020: $65.6bn20Q2 2020: $80.5bnQ3 2020: $84.3bnQ4 2020: $96.4bnQ1 2021: $105bn21Q2 2021: $115bnQ3 2021: $114bnQ4 2021: $127bnQ1 2022: $118bn22Q2 2022: $99.5bnQ3 2022: $95.8bnQ4 2022: $102bnQ1 2023: $108bn23Q2 2023: $112bnQ3 2023: $110bnQ4 2023: $115bnQ1 2024: $121bn24Q2 2024: $122bnQ3 2024: $128bnQ4 2024: $126bnQ1 2025: $119bn25Q2 2025: $130bnQ3 2025: $137bnQ4 2025: $134bnQ1 2026: $131bn26Q2 2026: $150bn
  • Q2 2013: $84.1bn
  • Q3 2013: $90.1bn
  • Q4 2013: $97.3bn
  • Q1 2014: $98.3bn
  • Q2 2014: $102bn
  • Q3 2014: $97.4bn
  • Q4 2014: $96.3bn
  • Q1 2015: $93.7bn
  • Q2 2015: $89.9bn
  • Q3 2015: $77.6bn
  • Q4 2015: $76.4bn
  • Q1 2016: $72.7bn
  • Q2 2016: $72.6bn
  • Q3 2016: $73.7bn
  • Q4 2016: $74.5bn
  • Q1 2017: $77.5bn
  • Q2 2017: $77.9bn
  • Q3 2017: $79.9bn
  • Q4 2017: $87.0bn
  • Q1 2018: $87.5bn
  • Q2 2018: $90.6bn
  • Q3 2018: $88.3bn
  • Q4 2018: $71.7bn
  • Q1 2019: $81.6bn
  • Q2 2019: $83.6bn
  • Q3 2019: $81.9bn
  • Q4 2019: $85.7bn
  • Q1 2020: $65.6bn
  • Q2 2020: $80.5bn
  • Q3 2020: $84.3bn
  • Q4 2020: $96.4bn
  • Q1 2021: $105bn
  • Q2 2021: $115bn
  • Q3 2021: $114bn
  • Q4 2021: $127bn
  • Q1 2022: $118bn
  • Q2 2022: $99.5bn
  • Q3 2022: $95.8bn
  • Q4 2022: $102bn
  • Q1 2023: $108bn
  • Q2 2023: $112bn
  • Q3 2023: $110bn
  • Q4 2023: $115bn
  • Q1 2024: $121bn
  • Q2 2024: $122bn
  • Q3 2024: $128bn
  • Q4 2024: $126bn
  • Q1 2025: $119bn
  • Q2 2025: $130bn
  • Q3 2025: $137bn
  • Q4 2025: $134bn
  • Q1 2026: $131bn
  • Q2 2026: $150bn
Share of the book in the ten largest positions
0%12%24%Q2 2013: 11%Q3 2013: 11%Q4 2013: 11%Q1 2014: 11%14Q2 2014: 10%Q3 2014: 10%Q4 2014: 10%Q1 2015: 9%15Q2 2015: 9%Q3 2015: 9%Q4 2015: 9%Q1 2016: 9%16Q2 2016: 9%Q3 2016: 10%Q4 2016: 10%Q1 2017: 10%17Q2 2017: 10%Q3 2017: 10%Q4 2017: 10%Q1 2018: 11%18Q2 2018: 11%Q3 2018: 11%Q4 2018: 12%Q1 2019: 12%19Q2 2019: 12%Q3 2019: 12%Q4 2019: 13%Q1 2020: 15%20Q2 2020: 15%Q3 2020: 15%Q4 2020: 14%Q1 2021: 14%21Q2 2021: 14%Q3 2021: 14%Q4 2021: 15%Q1 2022: 14%22Q2 2022: 15%Q3 2022: 15%Q4 2022: 14%Q1 2023: 15%23Q2 2023: 17%Q3 2023: 17%Q4 2023: 17%Q1 2024: 18%24Q2 2024: 20%Q3 2024: 19%Q4 2024: 20%Q1 2025: 19%25Q2 2025: 21%Q3 2025: 23%Q4 2025: 24%Q1 2026: 22%26Q2 2026: 23%
  • Q2 2013: 11%
  • Q3 2013: 11%
  • Q4 2013: 11%
  • Q1 2014: 11%
  • Q2 2014: 10%
  • Q3 2014: 10%
  • Q4 2014: 10%
  • Q1 2015: 9%
  • Q2 2015: 9%
  • Q3 2015: 9%
  • Q4 2015: 9%
  • Q1 2016: 9%
  • Q2 2016: 9%
  • Q3 2016: 10%
  • Q4 2016: 10%
  • Q1 2017: 10%
  • Q2 2017: 10%
  • Q3 2017: 10%
  • Q4 2017: 10%
  • Q1 2018: 11%
  • Q2 2018: 11%
  • Q3 2018: 11%
  • Q4 2018: 12%
  • Q1 2019: 12%
  • Q2 2019: 12%
  • Q3 2019: 12%
  • Q4 2019: 13%
  • Q1 2020: 15%
  • Q2 2020: 15%
  • Q3 2020: 15%
  • Q4 2020: 14%
  • Q1 2021: 14%
  • Q2 2021: 14%
  • Q3 2021: 14%
  • Q4 2021: 15%
  • Q1 2022: 14%
  • Q2 2022: 15%
  • Q3 2022: 15%
  • Q4 2022: 14%
  • Q1 2023: 15%
  • Q2 2023: 17%
  • Q3 2023: 17%
  • Q4 2023: 17%
  • Q1 2024: 18%
  • Q2 2024: 20%
  • Q3 2024: 19%
  • Q4 2024: 20%
  • Q1 2025: 19%
  • Q2 2025: 21%
  • Q3 2025: 23%
  • Q4 2025: 24%
  • Q1 2026: 22%
  • Q2 2026: 23%

The positions that defined it

Every position that was ever among the 25 largest: when it first appeared, when it was largest, and where it stands in Q2 2026. The line is its reported value each quarter.

PositionValue over timeFirst listedLargestQ2 2026
Nvidia Corp(NVDA)Q4 2017$6.1bnQ2 2026$6.1bn
Apple Inc(AAPL)Q4 2017$5.0bnQ2 2026$5.0bn
Amazon.com Inc(AMZN)Q4 2017$4.6bnQ2 2026$4.6bn
Microsoft Corp(MSFT)Q4 2017$6.0bnQ3 2025$4.0bn
Alphabet Inc(GOOGL)Q4 2017$3.6bnQ2 2026$3.6bn
Alphabet Inc(GOOG)Q4 2017$3.1bnQ2 2026$3.1bn
J P Morgan Chase & Co(JPM)Q4 2017$2.8bnQ3 2025$2.6bn
Eli Lilly & Co(LLY)Q4 2017$2.0bnQ2 2026$2.0bn
**shares ETF(IVV)Q4 2017$2.0bnQ2 2026$2.0bn
Broadcom Inc(AVGO)Q2 2018$1.5bnQ2 2026$1.5bn
***asml Holding N V(ASML)Q4 2017$1.5bnQ2 2026$1.5bn
Facebook Inc(META)Q4 2017$1.9bnQ2 2025$1.4bn
J P Morgan Chase & Co(JPM)Q2 2013$1.5bnQ3 2017Below the listed rangelast listed Q3 2017
Microsoft Corp(MSFT)Q2 2013$1.3bnQ4 2013Below the listed rangelast listed Q3 2017
Boeing Co(BA)Q2 2013$1.3bnQ4 2013Below the listed rangelast listed Q3 2017
Regency Energy PartnersQ2 2013$1.3bnQ3 2014Soldlast listed Q1 2015
International Business(IBM)Q2 2013$1.2bnQ2 2013Below the listed rangelast listed Q3 2017
Pioneer Natural Resources CoQ2 2013$1.2bnQ3 2013Soldlast listed Q3 2017
Energy Transfer Equity L P(ET)Q2 2013$1.2bnQ1 2015Below the listed rangelast listed Q3 2017
SanDisk CorpQ2 2013$1.1bnQ4 2014Soldlast listed Q1 2016

Quarter by quarter

2026Q1Q2
2025Q1Q2Q3Q4
2024Q1Q2Q3Q4
2023Q1Q2Q3Q4
2022Q1Q2Q3Q4
2021Q1Q2Q3Q4
2020Q1Q2Q3Q4
2019Q1Q2Q3Q4
2018Q1Q2Q3Q4
2017Q1Q2Q3Q4
2016Q1Q2Q3Q4
2015Q1Q2Q3Q4
2014Q1Q2Q3Q4
2013Q2Q3Q4

Q3 2013: $90.1bn across 1,604 positions

Against Q2 2013: 175 new, 582 added to, 751 trimmed, 142 sold out, across all 1,604 positions.

Turnover about 8% of the book, estimated from share changes at quarter-end prices.

Largest additions

  • Boeing Co (BA)+$181m
  • Range Resources Corp (RRC)+$150m
  • Intuit Inc (INTU)+$141m
  • SanDisk Corp+$125m
  • TJX Companies Inc New (TJX)+$122m
  • Microsoft Corp (MSFT)+$120m
  • Dominion Res Inc Va New (D)+$115m
  • Emc Corp-mass+$112m

Largest reductions

  • Target Corp (TGT)-$169m
  • General Electric Co-$160m
  • Visa Inc (V)-$131m
  • ***potash Corp of Saskatchewan-$126m
  • Motorola Inc (MSI)-$121m
  • Harris Teeter Supermarkets Inc-$104m
  • Google Inc-cl A-$89m
  • Adt Corporation-$88m

Opened

Nothing new among the largest positions.

Sold out

  • Garmin LTD (GRMN)was $87m
  • L-3 Communications Corpwas $79m
  • Equinix Incwas $75m
  • ***kubota Corp-adr (KUBTY)was $74m
  • New Jersey Resources Corp (NJR)was $45m
  • ***honda Motor Co (HMC)was $41m
  • News Corporationwas $39m
  • Syntel Incwas $35m

Largest positions, Q3 2013

The largest 25 of 1,604 reported positions; the largest 500 carry 91.9% of the reported value.

PositionValueWeightOn the quarter
Boeing Co (BA)$1.2bn1.4%Added
Pioneer Natural Resources Co$1.2bn1.3%Trimmed
International Business (IBM)$1.1bn1.3%Trimmed
Microsoft Corp (MSFT)$1.1bn1.2%Added
Occidental Pete Corp (OXY)$1.0bn1.1%Trimmed
Cabot Oil & Gas Corp (CTRA)$930m1.0%Added
Pfizer Inc (PFE)$794m0.9%Added
Travelers Companies Inc the (TRV)$779m0.9%Trimmed
Apple Inc (AAPL)$762m0.8%Trimmed
Range Resources Corp (RRC)$760m0.8%Added
J P Morgan Chase & Co (JPM)$692m0.8%Added
Google Inc-cl A$665m0.7%Trimmed
Energy Transfer Equity L P (ET)$644m0.7%Added
***aon PLC$628m0.7%Trimmed
Procter & Gamble Co (PG)$593m0.7%Trimmed
Enterprise Products Partners (EPD)$591m0.7%Added
Anadarko Petroleum Corp$584m0.6%Trimmed
Johnson & Johnson (JNJ)$581m0.6%Trimmed
Regency Energy Partners$530m0.6%Added
American Express Company (AXP)$525m0.6%Added
Church & Dwight Co Inc (CHD)$518m0.6%Trimmed
Danaher Corp (DHR)$493m0.5%Trimmed
Viacom Inc$488m0.5%Trimmed
***schlumberger LTD (SLB)$476m0.5%Trimmed
Berkshire Hathaway Inc Del (BRK-B)$473m0.5%Added

The books most like this one

Among the managers whose filings are on file, at Q2 2026. Overlap is the share of the two books that is the same: for every stock both list, the smaller of its two weights, added up. Two books can overlap because both own the largest companies; it says nothing about whether the managers agree.

ManagerOverlapStocks in bothOverlap over time
T. Rowe Price Associates Incat least 51%246Compare
Fidelity (FMR LLC)at least 47%234Compare
AllianceBernstein LPat least 47%234Compare
Invesco Ltdat least 46%256Compare
Wellington Management Group LLPat least 46%225Compare
Capital Research Global Investorsat least 43%187Compare
MFS Investment Managementat least 42%212Compare
Janus Henderson Group Ltdat least 41%204Compare

“At least” where either manager has more positions than are read each quarter: a stock both hold below that range is not counted.

The filings behind it

Every quarter above is one 13F holdings report, with any amendment the filer made to it applied in the order it was filed. Where the reporting entity changed, each quarter keeps the filer that actually reported it.

QuarterFilerBookAmendedFiling
Q2 2026Neuberger Berman Group LLC$150bn13F-HR
Q1 2026Neuberger Berman Group LLC$131bn13F-HR
Q4 2025Neuberger Berman Group LLC$134bn13F-HR
Q3 2025Neuberger Berman Group LLC$137bn13F-HR
Q2 2025Neuberger Berman Group LLC$130bn13F-HR
Q1 2025Neuberger Berman Group LLC$119bn13F-HR
Q4 2024Neuberger Berman Group LLC$126bn13F-HR
Q3 2024Neuberger Berman Group LLC$128bn13F-HR
Q2 2024Neuberger Berman Group LLC$122bn13F-HR
Q1 2024Neuberger Berman Group LLC$121bn13F-HR
Q4 2023Neuberger Berman Group LLC$115bn13F-HR
Q3 2023Neuberger Berman Group LLC$110bn13F-HR
Q2 2023Neuberger Berman Group LLC$112bn13F-HR
Q1 2023Neuberger Berman Group LLC$108bn13F-HR
Q4 2022Neuberger Berman Group LLC$102bn13F-HR
Q3 2022Neuberger Berman Group LLC$95.8bn13F-HR
Q2 2022Neuberger Berman Group LLC$99.5bn13F-HR
Q1 2022Neuberger Berman Group LLC$118bn13F-HR
Q4 2021Neuberger Berman Group LLC$127bn13F-HR
Q3 2021Neuberger Berman Group LLC$114bn13F-HR
Q2 2021Neuberger Berman Group LLC$115bn13F-HR
Q1 2021Neuberger Berman Group LLC$105bn13F-HR
Q4 2020Neuberger Berman Group LLC$96.4bn13F-HR
Q3 2020Neuberger Berman Group LLC$84.3bn13F-HR
Q2 2020Neuberger Berman Group LLC$80.5bn113F-HR
Q1 2020Neuberger Berman Group LLC$65.6bn13F-HR
Q4 2019Neuberger Berman Group LLC$85.7bn113F-HR
Q3 2019Neuberger Berman Group LLC$81.9bn13F-HR
Q2 2019Neuberger Berman Group LLC$83.6bn13F-HR
Q1 2019Neuberger Berman Group LLC$81.6bn13F-HR
Q4 2018Neuberger Berman Group LLC$71.7bn13F-HR
Q3 2018Neuberger Berman Group LLC$88.3bn13F-HR
Q2 2018Neuberger Berman Group LLC$90.6bn13F-HR
Q1 2018Neuberger Berman Group LLC$87.5bn13F-HR
Q4 2017Neuberger Berman Group LLC$87.0bn13F-HR
Q3 2017Neuberger Berman Group LLC$79.9bn13F-HR
Q2 2017Neuberger Berman Group LLC$77.9bn13F-HR
Q1 2017Neuberger Berman Group LLC$77.5bn13F-HR
Q4 2016Neuberger Berman Group LLC$74.5bn13F-HR
Q3 2016Neuberger Berman Group LLC$73.7bn13F-HR
Q2 2016Neuberger Berman Group LLC$72.6bn13F-HR
Q1 2016Neuberger Berman Group LLC$72.7bn13F-HR
Q4 2015Neuberger Berman Group LLC$76.4bn13F-HR
Q3 2015Neuberger Berman Group LLC$77.6bn13F-HR
Q2 2015Neuberger Berman Group LLC$89.9bn13F-HR
Q1 2015Neuberger Berman Group LLC$93.7bn13F-HR
Q4 2014Neuberger Berman Group LLC$96.3bn13F-HR
Q3 2014Neuberger Berman Group LLC$97.4bn13F-HR
Q2 2014Neuberger Berman Group LLC$102bn13F-HR
Q1 2014Neuberger Berman Group LLC$98.3bn13F-HR
Q4 2013Neuberger Berman Group LLC$97.3bn13F-HR
Q3 2013Neuberger Berman Group LLC$90.1bn13F-HR
Q2 2013Neuberger Berman Group LLC$84.1bn13F-HR

Reading this record

A 13F lists US-listed long equity and options at the quarter end, filed up to 45 days later. It shows what was held, not when it was bought or at what price, and nothing short. Where a quarter lists only the largest positions, a name missing from it may still be held below that range; the counts of what was opened and sold always cover the whole filing.

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More