Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,808 positions
Microsoft Corporation | 12.4M | $3.9B | 3.6% | $123.69 | +149.44% | 20 qtrssince 2018-Q4 | Increased 61 |
Apple Inc. | 17.4M | $3B | 2.7% | $53.27 | +217.09% | 20 qtrssince 2018-Q4 | Increased 55 |
Amazon.com, Inc. | 15.7M | $2B | 1.8% | $101.52 | +25.21% | 20 qtrssince 2018-Q4 | Increased 55 |
JPMorgan Chase & Co. | 12.3M | $1.8B | 1.6% | $90.76 | +48.84% | 20 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corporation | 3.4M | $1.5B | 1.4% | $17.50 | +147.86% | 20 qtrssince 2018-Q4 | Increased 55 |
Berkshire Hathaway Inc. | 3.9M | $1.4B | 1.2% | $255.84 | +36.92% | 20 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 9.6M | $1.3B | 1.1% | $68.37 | +91.05% | 20 qtrssince 2018-Q4 | Increased 51 |
Alphabet Inc. | 9.4M | $1.2B | 1.1% | $58.23 | +122.59% | 20 qtrssince 2018-Q4 | Increased 51 |
Johnson & Johnson | 7.6M | $1.2B | 1.1% | $134.35 | +6.46% | 20 qtrssince 2018-Q4 | Decreased 0 |
T-MOBILE US INC | 7.5M | $1B | 1.0% | $83.74 | +59.02% | 20 qtrssince 2018-Q4 | Decreased 0 |
NextEra Energy, Inc. | 17.9M | $1B | 0.9% | $54.10 | -3.13% | 20 qtrssince 2018-Q4 | Decreased 0 |
Procter & Gamble Company | 6.8M | $996.7M | 0.9% | $121.89 | +9.85% | 20 qtrssince 2018-Q4 | Decreased 0 |
Eli Lilly and Company | 1.5M | $807.7M | 0.7% | $195.55 | +169.08% | 20 qtrssince 2018-Q4 | Increased 46 |
Walmart Inc. | 4.9M | $789.4M | 0.7% | $43.89 | +17.70% | 20 qtrssince 2018-Q4 | Increased 52 |
EXXON MOBIL CORP | 6.6M | $778.1M | 0.7% | $55.76 | +91.09% | 20 qtrssince 2018-Q4 | Decreased 0 |
PROGRESSIVE CORP | 5.6M | $776M | 0.7% | $85.15 | +49.47% | 20 qtrssince 2018-Q4 | Decreased 0 |
Chevron Corporation | 4.6M | $771.7M | 0.7% | $104.84 | +41.87% | 20 qtrssince 2018-Q4 | Decreased 0 |
McDonald's Corporation | 2.9M | $760.7M | 0.7% | $194.48 | +26.00% | 20 qtrssince 2018-Q4 | Decreased 0 |
CME Group Inc. | 3.8M | $758.3M | 0.7% | $154.24 | +14.24% | 20 qtrssince 2018-Q4 | Increased 47 |
Mondelez International, Inc. | 10.5M | $731.9M | 0.7% | $48.65 | +30.43% | 20 qtrssince 2018-Q4 | Increased 49 |
Neuberger Berman Group LLC manages $109.8B across 1808 positions as of Q3 2023. Top holdings: MSFT (3.6%), AAPL (2.7%), AMZN (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 112 new positions, 111 exits, 896 increased. Top move: MSFT (INCREASED, conviction 61). Portfolio: $109.8B across 1808 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