Neuberger Berman Group is based out of New York. Their last reported 13F filing for Q4 2024 included $125,966,723,947 in managed 13F securities
and a top 10 holdings concentration of 20.37%. Neuberger Berman Group's largest holding is Microsoft Corporation with shares held of 11,774,993. Whalewisdom has at least 73 13F filings, 36 13D filings, 1446 13G filings, and 26 Form 4 filings

2024-12-31
Top Buys (13F)
Name | % Change |
---|---|
AVGO Broadcom Inc | 0.3% |
ACN Accenture Plc | 0.24% |
WFC Wells Fargo & Co | 0.18% |
CVX Chevron Corp. | 0.15% |
KD Kyndryl Holdings Inc | 0.15% |

2024-12-31
Top Sells (13F)
Name | % Change |
---|---|
PG Procter & Gamble Co. | 0.25% |
KDP Keurig Dr Pepper Inc | 0.23% |
ELV Elevance Health Inc | 0.21% |
PFE Pfizer, Inc | 0.21% |
BDX Becton Dickinson & C | 0.2% |

2024-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corporatio | 3.94% |
AAPL Apple Inc | 3.39% |
NVDA NVIDIA Corp | 2.88% |
AMZN Amazon.com Inc | 2.88% |
JPM JPMorgan Chase & Co. | 1.73% |
All or part of NEUBERGER BERMAN GROUP LLC 13F disclosures were filed
under a combined 13F through
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
for 2024-12-31
for 2024-12-31

2024-12-31
13F Activity
Market Value | $126b, Prior: $128b |
Inflows (Outflows) as % of Total MV | (-1.4731)% |
New Purchases | 109 stocks |
Added To | 822 stocks |
Sold out of | 110 stocks |
Reduced holdings in | 890 stocks |
Top 10 Holdings % | 20.37% |
Turnover %[1] | 10.76% |
Turnover Alt %[2] | 6.51% |
Time Held Top 20 | 16.8 quarters |
Time Held Top 10 | 21.3 quarters |
Time Held All | 26.68 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2024-12-31
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31