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NEUBERGER BERMAN GROUP LLC

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NEW YORK NY Activist Investor
13F Summary
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)

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

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

Portfolio Performance