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← T. Rowe Price Associates Inc, its record

T. Rowe Price Associates Inc and Neuberger Berman Group LLC: where the books meet

At Q2 2026, at least 51% of the two 13F books was the same, across 246 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%25%51%Q2 2013: 31%, 207 in bothQ3 2013: 30%, 203 in bothQ4 2013: 30%, 202 in bothQ1 2014: 30%, 206 in both14Q2 2014: 29%, 199 in bothQ3 2014: 28%, 192 in bothQ4 2014: 28%, 195 in bothQ1 2015: 28%, 199 in both15Q2 2015: 28%, 200 in bothQ3 2015: 29%, 210 in bothQ4 2015: 30%, 206 in bothQ1 2016: 31%, 210 in both16Q2 2016: 31%, 206 in bothQ3 2016: 30%, 206 in bothQ4 2016: 30%, 204 in bothQ1 2017: 30%, 206 in both17Q2 2017: 29%, 210 in bothQ3 2017: 29%, 206 in bothQ4 2017: 29%, 212 in bothQ1 2018: 29%, 208 in both18Q2 2018: 28%, 207 in bothQ3 2018: 31%, 217 in bothQ4 2018: 32%, 219 in bothQ1 2019: 32%, 222 in both19Q2 2019: 32%, 222 in bothQ3 2019: 32%, 220 in bothQ4 2019: 33%, 218 in bothQ1 2020: 35%, 228 in both20Q2 2020: 35%, 238 in bothQ3 2020: 36%, 245 in bothQ4 2020: 35%, 240 in bothQ1 2021: 34%, 233 in both21Q2 2021: 35%, 231 in bothQ3 2021: 35%, 227 in bothQ4 2021: 37%, 227 in bothQ1 2022: 37%, 227 in both22Q2 2022: 38%, 234 in bothQ3 2022: 39%, 242 in bothQ4 2022: 40%, 245 in bothQ1 2023: 41%, 256 in both23Q2 2023: 42%, 251 in bothQ3 2023: 43%, 253 in bothQ4 2023: 44%, 247 in bothQ1 2024: 46%, 260 in both24Q2 2024: 47%, 251 in bothQ3 2024: 46%, 245 in bothQ4 2024: 46%, 249 in bothQ1 2025: 46%, 252 in both25Q2 2025: 47%, 253 in bothQ3 2025: 48%, 247 in bothQ4 2025: 50%, 251 in bothQ1 2026: 50%, 251 in both26Q2 2026: 51%, 246 in both
  • Q2 2013: 31%, 207 in both
  • Q3 2013: 30%, 203 in both
  • Q4 2013: 30%, 202 in both
  • Q1 2014: 30%, 206 in both
  • Q2 2014: 29%, 199 in both
  • Q3 2014: 28%, 192 in both
  • Q4 2014: 28%, 195 in both
  • Q1 2015: 28%, 199 in both
  • Q2 2015: 28%, 200 in both
  • Q3 2015: 29%, 210 in both
  • Q4 2015: 30%, 206 in both
  • Q1 2016: 31%, 210 in both
  • Q2 2016: 31%, 206 in both
  • Q3 2016: 30%, 206 in both
  • Q4 2016: 30%, 204 in both
  • Q1 2017: 30%, 206 in both
  • Q2 2017: 29%, 210 in both
  • Q3 2017: 29%, 206 in both
  • Q4 2017: 29%, 212 in both
  • Q1 2018: 29%, 208 in both
  • Q2 2018: 28%, 207 in both
  • Q3 2018: 31%, 217 in both
  • Q4 2018: 32%, 219 in both
  • Q1 2019: 32%, 222 in both
  • Q2 2019: 32%, 222 in both
  • Q3 2019: 32%, 220 in both
  • Q4 2019: 33%, 218 in both
  • Q1 2020: 35%, 228 in both
  • Q2 2020: 35%, 238 in both
  • Q3 2020: 36%, 245 in both
  • Q4 2020: 35%, 240 in both
  • Q1 2021: 34%, 233 in both
  • Q2 2021: 35%, 231 in both
  • Q3 2021: 35%, 227 in both
  • Q4 2021: 37%, 227 in both
  • Q1 2022: 37%, 227 in both
  • Q2 2022: 38%, 234 in both
  • Q3 2022: 39%, 242 in both
  • Q4 2022: 40%, 245 in both
  • Q1 2023: 41%, 256 in both
  • Q2 2023: 42%, 251 in both
  • Q3 2023: 43%, 253 in both
  • Q4 2023: 44%, 247 in both
  • Q1 2024: 46%, 260 in both
  • Q2 2024: 47%, 251 in both
  • Q3 2024: 46%, 245 in both
  • Q4 2024: 46%, 249 in both
  • Q1 2025: 46%, 252 in both
  • Q2 2025: 47%, 253 in both
  • Q3 2025: 48%, 247 in both
  • Q4 2025: 50%, 251 in both
  • Q1 2026: 50%, 251 in both
  • Q2 2026: 51%, 246 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.

StockT. Rowe Price Associates IncNeuberger Berman Group LLC
Nvidia Corp(NVDA)7.4%Trimmed4.1%Added
Apple Inc(AAPL)4.6%Trimmed3.3%Added
Microsoft Corp(MSFT)3.3%Trimmed2.6%Trimmed
Amazon Com(AMZN)2.6%Trimmed3.1%Added
Alphabet Inc(GOOGL)3.6%Added2.4%Added
Alphabet Inc(GOOG)2.1%Trimmed2.1%Added
Lilly (eli) and Company(LLY)1.7%Trimmed1.4%Trimmed
Broadcom Inc(AVGO)3.1%Trimmed1.0%Trimmed
Facebook Inc(META)1.7%Trimmed0.9%Added
JP Morgan Chase & Co(JPM)0.9%Added1.7%Added
Micron Technology(MU)1.6%Added0.7%Trimmed
Visa Inc(V)1.2%Trimmed0.7%Trimmed
General Electric Co(GE)0.8%Trimmed0.7%Trimmed
Intel Corp.(INTC)0.7%Added0.6%Trimmed
Johnson & Johnson(JNJ)0.6%Added0.7%Added
Advanced Micro Devices(AMD)2.1%Added0.6%Trimmed
Caterpillar Inc.(CAT)0.7%Added0.6%Trimmed
Amphenol Corp(APH)0.6%Added0.7%Added
Applied Materials Inc(AMAT)0.9%Added0.6%Added
Exxon Mobil Corporation(XOM)0.5%Added0.6%Trimmed

and 226 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)T. Rowe Price Associates Inc trimmed; Neuberger Berman Group LLC added
  • Apple Inc(AAPL)T. Rowe Price Associates Inc trimmed; Neuberger Berman Group LLC added
  • Amazon Com(AMZN)T. Rowe Price Associates Inc trimmed; Neuberger Berman Group LLC added
  • Alphabet Inc(GOOG)T. Rowe Price Associates Inc trimmed; Neuberger Berman Group LLC added
  • Advanced Micro Devices(AMD)T. Rowe Price Associates Inc added; Neuberger Berman Group LLC trimmed
  • Facebook Inc(META)T. Rowe Price Associates Inc trimmed; Neuberger Berman Group LLC added
  • Micron Technology(MU)T. Rowe Price Associates Inc added; Neuberger Berman Group LLC trimmed
  • Intel Corp.(INTC)T. Rowe Price Associates Inc added; Neuberger Berman Group LLC trimmed
  • Caterpillar Inc.(CAT)T. Rowe Price Associates Inc added; Neuberger Berman Group LLC trimmed
  • Taiwan Semiconductor MFG LTD(TSM)T. Rowe Price Associates Inc added; Neuberger Berman Group LLC trimmed
  • Chubb Limited(CB)T. Rowe Price Associates Inc trimmed; Neuberger Berman Group LLC added
  • Exxon Mobil Corporation(XOM)T. Rowe Price Associates Inc added; Neuberger Berman Group LLC trimmed
T. Rowe Price Associates Inc: the recordNeuberger Berman Group LLC: the record

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