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Schonfeld Strategic Advisors LLC and Neuberger Berman Group LLC: where the books meet

At Q2 2026, at least 20% of the two 13F books was the same, across 150 stocks both listed, against 16% at Q1 2016. 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%13%25%Q1 2016: 16%, 86 in both16Q2 2016: 16%, 117 in bothQ3 2016: 16%, 108 in bothQ4 2016: 16%, 144 in bothQ1 2017: 13%, 139 in both17Q2 2017: 15%, 145 in bothQ3 2017: 15%, 133 in bothQ4 2017: 14%, 129 in bothQ1 2018: 18%, 143 in both18Q2 2018: 16%, 134 in bothQ3 2018: 15%, 146 in bothQ4 2018: 16%, 156 in bothQ1 2019: 19%, 171 in both19Q2 2019: 19%, 175 in bothQ3 2019: 19%, 167 in bothQ4 2019: 19%, 172 in bothQ1 2020: 21%, 184 in both20Q2 2020: 20%, 165 in bothQ3 2020: 22%, 164 in bothQ4 2020: 23%, 166 in bothQ1 2021: 21%, 168 in both21Q2 2021: 20%, 158 in bothQ3 2021: 15%, 138 in bothQ4 2021: 18%, 158 in bothQ1 2022: 17%, 148 in both22Q2 2022: 20%, 180 in bothQ3 2022: 23%, 186 in bothQ4 2022: 21%, 182 in bothQ1 2023: 20%, 164 in both23Q2 2023: 25%, 189 in bothQ3 2023: 20%, 163 in bothQ4 2023: 18%, 155 in bothQ1 2024: 18%, 155 in both24Q2 2024: 18%, 175 in bothQ3 2024: 15%, 156 in bothQ4 2024: 17%, 170 in bothQ1 2025: 19%, 183 in both25Q2 2025: 21%, 162 in bothQ3 2025: 20%, 169 in bothQ4 2025: 19%, 165 in bothQ1 2026: 16%, 147 in both26Q2 2026: 20%, 150 in both
  • Q1 2016: 16%, 86 in both
  • Q2 2016: 16%, 117 in both
  • Q3 2016: 16%, 108 in both
  • Q4 2016: 16%, 144 in both
  • Q1 2017: 13%, 139 in both
  • Q2 2017: 15%, 145 in both
  • Q3 2017: 15%, 133 in both
  • Q4 2017: 14%, 129 in both
  • Q1 2018: 18%, 143 in both
  • Q2 2018: 16%, 134 in both
  • Q3 2018: 15%, 146 in both
  • Q4 2018: 16%, 156 in both
  • Q1 2019: 19%, 171 in both
  • Q2 2019: 19%, 175 in both
  • Q3 2019: 19%, 167 in both
  • Q4 2019: 19%, 172 in both
  • Q1 2020: 21%, 184 in both
  • Q2 2020: 20%, 165 in both
  • Q3 2020: 22%, 164 in both
  • Q4 2020: 23%, 166 in both
  • Q1 2021: 21%, 168 in both
  • Q2 2021: 20%, 158 in both
  • Q3 2021: 15%, 138 in both
  • Q4 2021: 18%, 158 in both
  • Q1 2022: 17%, 148 in both
  • Q2 2022: 20%, 180 in both
  • Q3 2022: 23%, 186 in both
  • Q4 2022: 21%, 182 in both
  • Q1 2023: 20%, 164 in both
  • Q2 2023: 25%, 189 in both
  • Q3 2023: 20%, 163 in both
  • Q4 2023: 18%, 155 in both
  • Q1 2024: 18%, 155 in both
  • Q2 2024: 18%, 175 in both
  • Q3 2024: 15%, 156 in both
  • Q4 2024: 17%, 170 in both
  • Q1 2025: 19%, 183 in both
  • Q2 2025: 21%, 162 in both
  • Q3 2025: 20%, 169 in both
  • Q4 2025: 19%, 165 in both
  • Q1 2026: 16%, 147 in both
  • Q2 2026: 20%, 150 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.

StockSchonfeld Strategic Advisors LLCNeuberger Berman Group LLC
Nvidia Corp(NVDA)1.8%Added4.1%Added
iShares Trust(IVV)10%Added1.3%Added
Microsoft Corp(MSFT)1.2%Added2.6%Trimmed
Alphabet Inc(GOOGL)1.0%Added2.4%Added
Amazon Com Inc(AMZN)0.8%Added3.1%Added
Micron Technology Inc(MU)2.4%Added0.7%Trimmed
Broadcom Inc(AVGO)0.5%Added1.0%Trimmed
Advanced Micro Devices Inc(AMD)0.5%Added0.6%Trimmed
Intel Corp(INTC)0.3%Added0.6%Trimmed
Amphenol Corp New(APH)0.3%Added0.7%Added
CSX Corp(CSX)0.3%Added0.4%Added
SanDisk Corp(SNDK)0.4%Added0.3%Trimmed
Visa Inc(V)0.3%Added0.7%Trimmed
Raytheon Technologies Corp(RTX)0.4%Added0.2%Added
Space Exploration Techn Corp(SPCX)0.7%New0.2%New
Taiwan Semiconductor MFG LTD(TSM)0.2%Added0.4%Trimmed
Applied Matls Inc(AMAT)0.2%Trimmed0.6%Added
T Mobile US Inc(TMUS)0.2%Trimmed0.3%Trimmed
Tesla MTRS Inc(TSLA)0.2%Added0.2%Added
Capital One Finl Corp(COF)0.2%Added0.2%Added

and 130 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)Schonfeld Strategic Advisors LLC trimmed; Neuberger Berman Group LLC added
  • Microsoft Corp(MSFT)Schonfeld Strategic Advisors LLC added; Neuberger Berman Group LLC trimmed
  • Lilly Eli & Co(LLY)Schonfeld Strategic Advisors LLC added; Neuberger Berman Group LLC trimmed
  • Broadcom Inc(AVGO)Schonfeld Strategic Advisors LLC added; Neuberger Berman Group LLC trimmed
  • Home Depot Inc(HD)Schonfeld Strategic Advisors LLC added; Neuberger Berman Group LLC trimmed
  • Analog Devices Inc(ADI)Schonfeld Strategic Advisors LLC trimmed; Neuberger Berman Group LLC added
  • Micron Technology Inc(MU)Schonfeld Strategic Advisors LLC added; Neuberger Berman Group LLC trimmed
  • Visa Inc(V)Schonfeld Strategic Advisors LLC added; Neuberger Berman Group LLC trimmed
  • Intel Corp(INTC)Schonfeld Strategic Advisors LLC added; Neuberger Berman Group LLC trimmed
  • Advanced Micro Devices Inc(AMD)Schonfeld Strategic Advisors LLC added; Neuberger Berman Group LLC trimmed
  • Exxon Mobil Corp(XOM)Schonfeld Strategic Advisors LLC added; Neuberger Berman Group LLC trimmed
  • Applied Matls Inc(AMAT)Schonfeld Strategic Advisors LLC trimmed; Neuberger Berman Group LLC added
Schonfeld Strategic Advisors LLC: the recordNeuberger Berman Group LLC: the record

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