Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,927 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 11.9M | $5.1B | 4.0% | $126.98 | +233.94% | 24 qtrssince 2018-Q4 | Increased 58 |
APPLE INC | 17.3M | $4B | 3.1% | $105.70 | +118.61% | 24 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 27.3M | $3.3B | 2.6% | $113.21 | +7.20% | 24 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 16.5M | $3.1B | 2.4% | $116.45 | +61.41% | 24 qtrssince 2018-Q4 | Increased 56 |
JPMORGAN CHASE & CO | 9.7M | $2B | 1.6% | $91.67 | +122.50% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 9.4M | $1.6B | 1.2% | $96.65 | +70.16% | 24 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL A | 9.2M | $1.5B | 1.2% | $95.48 | +70.85% | 24 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 2.9M | $1.4B | 1.1% | $257.06 | +77.96% | 24 qtrssince 2018-Q4 | Increased 51 |
NEXTERA ENERGY INC | 15.4M | $1.3B | 1.0% | — | — | — | — |
ELI LILLY & CO | 1.4M | $1.3B | 1.0% | $223.03 | +291.75% | 24 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 3M | $1.2B | 0.9% | $218.87 | +77.17% | 24 qtrssince 2018-Q4 | Increased 52 |
T-MOBILE US INC | 5.6M | $1.1B | 0.9% | $84.89 | +137.13% | 24 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.9M | $1.1B | 0.8% | $243.45 | +132.13% | 24 qtrssince 2018-Q4 | Decreased 0 |
S&P GLOBAL INC | 1.9M | $968.2M | 0.8% | $390.55 | +30.09% | 24 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 5.7M | $917.5M | 0.7% | $136.62 | +13.72% | 24 qtrssince 2018-Q4 | Increased 47 |
ISHARES CORE S&P 500 ETF | 1.5M | $893.4M | 0.7% | $396.44 | +42.47% | 24 qtrssince 2018-Q4 | Increased 52 |
DANAHER CORP | 3.2M | $879M | 0.7% | $190.30 | +43.67% | 24 qtrssince 2018-Q4 | Increased 47 |
COSTCO WHOLESALE CORP | 990,885 | $878.4M | 0.7% | $266.97 | +228.46% | 24 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 6.8M | $800.9M | 0.6% | $69.31 | +58.82% | 24 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.9M | $795.7M | 0.6% | $150.40 | +80.09% | 24 qtrssince 2018-Q4 | Decreased 0 |
Neuberger Berman Group LLC manages $128.2B across 1927 positions as of Q3 2024. Top holdings: MSFT (4.0%), AAPL (3.1%), NVDA (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 132 new positions, 107 exits, 835 increased. Top move: MSFT (INCREASED, conviction 58). Portfolio: $128.2B across 1927 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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