Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,808 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 12.4M | $3.9B | 3.6% | $123.68 | +151.04% | 20 qtrssince 2018-Q4 | Increased 61 |
APPLE INC | 17.4M | $3B | 2.7% | $100.26 | +68.48% | 20 qtrssince 2018-Q4 | Increased 55 |
AMAZON.COM INC | 15.7M | $2B | 1.8% | $111.12 | +14.40% | 20 qtrssince 2018-Q4 | Increased 55 |
JPMORGAN CHASE & CO | 12.3M | $1.8B | 1.6% | $91.67 | +49.53% | 20 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 3.4M | $1.5B | 1.4% | $21.80 | +99.43% | 20 qtrssince 2018-Q4 | Increased 55 |
BERKSHIRE HATHAWAY INC-CL B | 3.9M | $1.4B | 1.2% | $254.79 | +37.48% | 20 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 9.6M | $1.3B | 1.1% | $96.38 | +35.78% | 20 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL A | 9.4M | $1.2B | 1.1% | $95.05 | +36.65% | 20 qtrssince 2018-Q4 | Increased 51 |
JOHNSON & JOHNSON | 7.6M | $1.2B | 1.1% | $135.72 | +7.07% | 20 qtrssince 2018-Q4 | Decreased 0 |
T-MOBILE US INC | 7.5M | $1B | 1.0% | $84.89 | +59.38% | 20 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 17.9M | $1B | 0.9% | — | — | — | — |
PROCTER & GAMBLE CO/THE | 6.8M | $996.7M | 0.9% | $122.70 | +9.85% | 20 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 1.5M | $807.7M | 0.7% | $195.55 | +169.08% | 20 qtrssince 2018-Q4 | Increased 46 |
WALMART INC | 4.9M | $789.4M | 0.7% | $43.79 | +18.73% | 20 qtrssince 2018-Q4 | Increased 52 |
EXXON MOBIL CORP | 6.6M | $778.1M | 0.7% | $56.86 | +89.85% | 20 qtrssince 2018-Q4 | Decreased 0 |
PROGRESSIVE CORP | 5.6M | $776M | 0.7% | $85.63 | +48.85% | 20 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORP | 4.6M | $771.7M | 0.7% | $107.17 | +41.27% | 20 qtrssince 2018-Q4 | Decreased 0 |
MCDONALDS CORP | 2.9M | $760.7M | 0.7% | $196.83 | +26.94% | 20 qtrssince 2018-Q4 | Decreased 0 |
CME GROUP INC | 3.8M | $758.3M | 0.7% | $158.80 | +14.74% | 20 qtrssince 2018-Q4 | Increased 47 |
MONDELEZ INTERNATIONAL INC-A | 10.5M | $731.9M | 0.7% | $49.89 | +30.51% | 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 Rating: 4/5.0.
Active quarter - 108 new positions, 106 exits, 894 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
Best and worst performing positions by estimated return
Top Winners
Top Losers
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