NEUBERGER BERMAN GROUP LLC
SEC Form 13F institutional filer · CIK 0001465109
13F-HR · 517 reported holdings · 2026-03-31
Asset management firm, subsidiary of Neuberger Berman Group.
Reported long-US-equity value
$94.60B
Top-10 concentration
31.1%
NEUBERGER BERMAN GROUP LLC — $94.6B AUM allocation strategy
NEUBERGER BERMAN GROUP LLC files SEC Form 13F and reports $94.6B of long US equity value across 517 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 16.3%, followed by Communication Services 7.9% and Consumer Discretionary 5.2%.
The top 10 holdings account for 31% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
NEUBERGER BERMAN GROUP LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$94.6B
total across 517 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
31% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$KVUE +3.92M sh · +$67.7M+$BSX +3.06M sh · +$61.4M+$CMCSA +2.9M sh · +$81.3M
Biggest trims (shares)
−$WBD −5.42M sh · −$166M−$IVZ −2.42M sh · −$51.4M−$TSCO −2.29M sh · −$116M
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors7.6%—
- Interactive Media & Services7.0%—
- Systems Software4.5%—
- Technology Hardware, Storage & Peripherals4.3%—
- Broadline Retail3.8%—
- Pharmaceuticals2.6%—
- Diversified Banks2.5%—
- Multi-Utilities1.3%—
- Other holdings66.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 29.2M | $5.09B | +2.28M | 5.4% |
| $MSFT | Microsoft Corporation | 11.4M | $4.21B | -368K | 4.5% |
| $AAPL | Apple Inc | 15.9M | $4.04B | -314K | 4.3% |
| $AMZN | Amazon.com Inc | 17.5M | $3.65B | +1.06M | 3.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 9.54M | $2.74B | +60.3K | 2.9% |
| $GOOGL | Alphabet Inc | 8.57M | $2.46B | -196K | 2.6% |
| $JPM | JP Morgan Chase & Co | 7.89M | $2.32B | -328K | 2.5% |
| $LLY | Eli Lilly and Company | 1.73M | $1.59B | -44.1K | 1.7% |
| $META | Meta Platforms Inc | 2.47M | $1.41B | +50.3K | 1.5% |
…and 508 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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