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CIK: 0001465109
Total reported value
$150.4B
$150.4B
1921 檔
11.7%
According to the latest 13F quarterly dataset, Neuberger Berman Group LLC managed an equity portfolio of $150.4B at the end of Q3 2024, spanning 1921 distinct U.S. exchange-listed positions.
Neuberger Berman Group LLC executed strategic sector rebalancing during Q3 2024, establishing 4 new positions while fully exiting 3 holdings and trimming 96 positions.
Showing top 200 holdings (of 1921 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.01% | -0.58% | +0.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.14% | +0.28% | -0.30% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.59% | +0.20% | -0.14% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.41% | +0.30% | +1.72% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | -0.02% | -2.78% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.23% | +0.19% | +0.39% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.29% | -1.30% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | +0.03% | +1.13% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 1.02% | -0.20% | -3.13% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.99% | +0.15% | -0.76% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | -0.09% | +17.23% | |
| 12 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.90% | -0.34% | -2.93% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.14% | -2.94% | |
| 14 | SPGI | S&p Global Inc | Stock-Financials | 0.76% | -0.16% | -7.06% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | +0.02% | +4.79% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.20% | +15.93% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 0.69% | -0.16% | +3.93% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.13% | -2.14% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.24% | -1.08% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.02% | -7.47% | |
| 21 | ASML | ASML Holding N.V. | Stock-Tech | 0.62% | +0.27% | +5.34% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.02% | -23.38% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.11% | -13.27% | |
| 24 | ADI | Analog Devices Inc | Stock-Tech | 0.60% | +0.12% | -3.95% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 0.60% | +0.04% | +20.91% | |
| 26 | MSI | Motorola Solutions Inc | Stock-Tech | 0.60% | -0.09% | -4.66% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.60% | -0.11% | -4.85% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.11% | -2.84% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.14% | +47.09% | |
| 30 | AON | Aon plc | Stock-Financials | 0.55% | -0.09% | +2.58% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.11% | +1.86% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.09% | -17.09% | |
| 33 | PGR | Progressive CORP | Stock-Financials | 0.51% | -0.04% | -23.41% | |
| 34 | BX | Blackstone Inc | Stock-Financials | 0.46% | -0.08% | -0.20% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.46% | -0.10% | -1.20% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.45% | -0.11% | -3.72% | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 0.45% | +0.14% | +2.53% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.45% | +0.01% | +38.79% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.04% | +988.68% | |
| 40 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.41% | -0.04% | +10.94% | |
| 41 | PNC | Pnc Financial Services Group | Stock-Financials | 0.40% | +0.02% | +1.33% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.39% | — | -15.51% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.38% | -0.06% | -12.09% | |
| 44 | CDW | Cdw Corp/de | Stock-Tech | 0.37% | — | -0.85% | |
| 45 | FISV | Fiserv Inc | Stock-Other | 0.37% | -0.02% | -0.92% | |
| 46 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.37% | -0.07% | -1.36% | |
| 47 | NOW | Servicenow Inc | Stock-Tech | 0.37% | -0.08% | -7.83% | |
| 48 | EPD | Enterprise Products Partners | Stock-Energy | 0.36% | -0.06% | -0.97% | |
| 49 | FICO | Fair Isaac CORP | Stock-Tech | 0.36% | -0.01% | -10.17% | |
| 50 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.36% | — | +33.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | +0.2% | +17.23% | Add |
| 2 | UNH | Unitedhealth Group Inc | +0.2% | +47.09% | Add |
| 3 | CAT | Caterpillar Inc | +0.2% | +112.24% | Add |
| 4 | NBCR | Neuberger Core Equity ETF | +0.2% | NEW | New buy |
| 5 | AAPL | Apple Inc | +0.2% | -0.30% | Trim |
| 6 | GE | General Electric | +0.1% | +58.04% | Add |
| 7 | LMT | Lockheed Martin CORP | +0.1% | +215.41% | Add |
| 8 | ETN | Eaton Corporation plc | +0.1% | +38.79% | Add |
| 9 | RTX | Rtx CORP | +0.1% | +57.89% | Add |
| 10 | UNP | Union Pacific CORP | +0.1% | +20.91% | Add |
| 11 | TRU | Transunion | +0.1% | +57.42% | Add |
| 12 | MMM | 3m Co | +0.1% | +282.38% | Add |
| 13 | KDP | Keurig Dr Pepper Inc | +0.1% | +33.96% | Add |
| 14 | AMGN | Amgen Inc | +0.1% | +214.80% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +15.93% | Add |
| 16 | ABT | Abbott Laboratories | +0.1% | +81.12% | Add |
| 17 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1044.03% | Add |
| 19 | NEE | Nextera Energy Inc | +0.1% | -3.13% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.13% | Add |
| 21 | GIS | General Mills Inc | +0.1% | +1408.61% | Add |
| 22 | SPG | Simon Property Group Inc | +0.1% | +101.34% | Add |
| 23 | MDT | Medtronic plc | +0.1% | +173.20% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | +1144.77% | Add |
| 25 | HUM | Humana Inc | +0.1% | +272.27% | Add |
| 26 | TMUS | T-mobile US Inc | +0.1% | -2.93% | Trim |
| 27 | JNJ | Johnson & Johnson | +0.1% | +4.79% | Add |
| 28 | AON | Aon plc | +0.1% | +2.58% | Add |
| 29 | MCD | Mcdonald's CORP | +0.1% | +1.86% | Add |
| 30 | DHR | Danaher CORP | +0.1% | +3.93% | Add |
| 31 | IBM | Intl Business Machines CORP | +0.1% | +1.89% | Add |
| 32 | CNX | Cnx Resources CORP | +0.1% | +16.64% | Add |
| 33 | BX | Blackstone Inc | +0.1% | -0.20% | Trim |
| 34 | ABBV | Abbvie Inc | +0.1% | +13.76% | Add |
| 35 | BLKCHF | Blackrock Inc | +0.1% | +6.26% | Add |
| 36 | VST | Vistra CORP | +0.1% | -2.91% | Trim |
| 37 | ANETEUR | Arista Networks Inc | +0.1% | +37.67% | Add |
| 38 | LEN | Lennar Corp-a | +0.1% | +3.79% | Add |
| 39 | COO | Cooper Cos Inc/the | +0.1% | +13.35% | Add |
| 40 | TFC | Truist Financial CORP | +0.1% | +91.94% | Add |
| 41 | PSA | Public Storage | +0.1% | +46.22% | Add |
| 42 | STT | State Street CORP | +0.1% | +3088.85% | Add |
| 43 | CSW | Csw Industrials Inc | +0.1% | -2.14% | Trim |
| 44 | PNC | Pnc Financial Services Group | +0.1% | +1.33% | Add |
| 45 | EXP | Eagle Materials Inc | +0.1% | -4.62% | Trim |
| 46 | FE | Firstenergy CORP | +0.1% | +6.25% | Add |
| 47 | DHI | Dr Horton Inc | +0.1% | -1.44% | Trim |
| 48 | GDDY | Godaddy Inc - Class A | +0.1% | +28.26% | Add |
| 49 | PM | Philip Morris International | +0.1% | +13.04% | Add |
| 50 | BMY | Bristol-myers Squibb Co | +0.1% | +208.32% | Add |
According to official SEC Form 13F filings, Neuberger Berman Group LLC reported a total U.S. public equity portfolio value of $150.4B across 1921 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 11.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
NBCR
市值: $228.1M
Top Position Liquidated / Trimmed
TEL
前期市值: $134.4M
During Q3 2024, Neuberger Berman Group LLC's top holdings by market value included MSFT (4.0%)、AAPL (3.1%)、NVDA (2.6%). The largest single position, MSFT, represented 4.0% of total portfolio value.
In Q3 2024, Neuberger Berman Group LLC made 199 total portfolio adjustments, initiating 4 new buys, adding to 96 positions, trimming 96 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.