Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings1,810 positions
Microsoft Corporation | 11.9M | $4.1B | 3.6% | $115.75 | +186.87% | 19 qtrssince 2018-Q4 | Increased 60 |
Apple Inc. | 17.3M | $3.4B | 3.0% | $52.59 | +263.41% | 19 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 14.4M | $1.9B | 1.7% | $99.15 | +31.48% | 19 qtrssince 2018-Q4 | Increased 52 |
JPMorgan Chase & Co. | 12.7M | $1.9B | 1.7% | $90.76 | +48.26% | 19 qtrssince 2018-Q4 | Decreased 0 |
Berkshire Hathaway Inc. | 4.2M | $1.4B | 1.3% | $255.84 | +33.28% | 19 qtrssince 2018-Q4 | Increased 60 |
Johnson & Johnson | 8.7M | $1.4B | 1.3% | $134.35 | +12.32% | 19 qtrssince 2018-Q4 | Increased 58 |
NextEra Energy, Inc. | 18.2M | $1.4B | 1.2% | $54.10 | +24.60% | 19 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corporation | 3.1M | $1.3B | 1.2% | $15.32 | +175.21% | 19 qtrssince 2018-Q4 | Increased 51 |
Alphabet Inc. | 9.4M | $1.1B | 1.0% | $67.08 | +78.65% | 19 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 9.3M | $1.1B | 1.0% | $57.64 | +105.71% | 19 qtrssince 2018-Q4 | Decreased 0 |
Procter & Gamble Company | 7M | $1.1B | 0.9% | $121.89 | +13.57% | 19 qtrssince 2018-Q4 | Increased 53 |
T-MOBILE US INC | 7.5M | $1B | 0.9% | $83.74 | +57.71% | 19 qtrssince 2018-Q4 | Decreased 0 |
McDonald's Corporation | 3M | $888M | 0.8% | $194.48 | +41.96% | 19 qtrssince 2018-Q4 | Increased 47 |
Analog Devices, Inc. | 4.3M | $836.4M | 0.7% | $102.24 | +80.96% | 19 qtrssince 2018-Q4 | Decreased 0 |
AON PLC | 2.4M | $822.8M | 0.7% | $194.49 | +73.82% | 13 qtrssince 2020-Q2 | Decreased 0 |
Merck & Co., Inc. | 6.7M | $768.7M | 0.7% | $74.66 | +40.09% | 19 qtrssince 2018-Q4 | Increased 45 |
PROGRESSIVE CORP | 5.7M | $750.1M | 0.7% | $85.15 | +41.92% | 19 qtrssince 2018-Q4 | Increased 48 |
Oracle Corporation | 6.2M | $740.5M | 0.7% | $60.44 | +88.85% | 19 qtrssince 2018-Q4 | Decreased 0 |
Chevron Corporation | 4.6M | $727.4M | 0.7% | $104.84 | +31.12% | 19 qtrssince 2018-Q4 | Increased 45 |
Visa Inc. | 3M | $713.1M | 0.6% | $144.79 | +60.02% | 19 qtrssince 2018-Q4 | Increased 45 |
Neuberger Berman Group LLC manages $111.8B across 1810 positions as of Q2 2023. Top holdings: MSFT (3.6%), AAPL (3.0%), AMZN (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 118 new positions, 116 exits, 697 increased. Top move: MSFT (INCREASED, conviction 60). Portfolio: $111.8B across 1810 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR