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Livermore
Livermore
ZHEN

Neuberger Berman Group LLC

SEC CIK
0001465109
Latest filing
Aug 13, 2026

The latest 13F from Neuberger Berman Group LLC covers Q2 2026 (filed Aug 13, 2026): 2,283 long positions worth $149.9B. The top 10 holdings make up 23.1% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 4.1%. Livermore has 28 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
212
Est. +$1.24B
Added
1150
Est. +$13.8B
Reduced
845
Est. −$13.1B
Sold out
85
Est. −$813.6M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    4.1%$6.12BHistory
  2. AAPLApple Inc.
    3.4%$5.02BHistory
  3. AMZNAmazon Com Inc
    3.1%$4.61BHistory
  4. MSFTMicrosoft Corp
    2.6%$3.96BHistory
  5. GOOGLAlphabet Inc.
    2.4%$3.56BHistory

Share of portfolio

Top 5 holdings and the other 2,278 positions, by share of portfolio value

  1. NVDA4.1%
  2. AAPL3.4%
  3. AMZN3.1%
  4. MSFT2.6%
  5. GOOGL2.4%
  6. Other 2,278 positions84.5%

Biggest buys

New and added positions, by estimated amount bought

  1. AMZNAmazon Com Inc
    +$439.5MAddedHistory
  2. AAPLApple Inc.
    +$423.3MAddedHistory
  3. SPCXSpace Exploration Technologies Corp
    +$363.2MNewHistory
  4. MRVLMarvell Technology, Inc.
    +$313.2MAddedHistory
  5. iShares Core S&P 500 ETF464287200
    +$293.2MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AMZNAmazon Com Inc
    +0.30 pp2.8% → 3.1%History
  2. AMATApplied Materials Inc
    +0.30 pp0.3% → 0.6%History
  3. GOOGLAlphabet Inc.
    +0.29 pp2.1% → 2.4%History
  4. AAPLApple Inc.
    +0.28 pp3.1% → 3.4%History
  5. ASMLASML Holding NV
    +0.27 pp0.7% → 1.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AMDAdvanced Micro Devices Inc
    −$605.9MReducedHistory
  2. TERTeradyne, Inc
    −$320.0MReducedHistory
  3. MSFTMicrosoft Corp
    −$289.9MReducedHistory
  4. RBCRBC Bearings INC
    −$220.4MReducedHistory
  5. TMUST-Mobile US, Inc.
    −$218.2MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. MSFTMicrosoft Corp
    −0.57 pp3.2% → 2.6%History
  2. TMUST-Mobile US, Inc.
    −0.33 pp0.6% → 0.3%History
  3. BSXBoston Scientific Corp
    −0.28 pp0.3% → 0.1%History
  4. XOMExxonMobil Holdings Corp
    −0.24 pp0.8% → 0.6%History
  5. NFLXNetflix Inc
    −0.22 pp0.5% → 0.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$149.9B
+$18.5B (+14.1%) vs. prior quarter
Positions
2,283
+127 vs. prior quarter
Top 10 concentration
23.1%
Top 10 as share of value
Turnover
9.9%
Q2 2026, one quarter
Average holding period
19.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $149.9B (Q2 2026)

Q1 2021: $104.7BQ2 2021: $114.6BQ3 2021: $114.4BQ4 2021: $127.5BQ1 2022: $118.0BQ2 2022: $99.5BQ3 2022: $95.8BQ4 2022: $102.0BQ1 2023: $107.8BQ2 2023: $111.8BQ3 2023: $109.8BQ4 2023: $114.7BQ1 2024: $121.0BQ2 2024: $121.8BQ3 2024: $128.1BQ4 2024: $126.0BQ1 2025: $119.4BQ2 2025: $129.9BQ3 2025: $136.8BQ4 2025: $134.3BQ1 2026: $131.4BQ2 2026: $149.9B
Q1 2021Q2 2026
13F filings of Neuberger Berman Group LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 20262,283$149.9BNVDAAAPLAMZNvs. Q1 2026SEC
Q1 2026May 14, 20262,156$131.4BNVDAMSFTAAPLvs. Q4 2025SEC
Q4 2025Feb 13, 20262,104$134.3BMSFTNVDAAAPLvs. Q3 2025SEC
Q3 2025Nov 12, 20252,029$136.8BMSFTNVDAAAPLvs. Q2 2025SEC
Q2 2025Aug 25, 2025Amended2,046$129.9BMSFTNVDAAMZNvs. Q1 2025SEC
Q1 2025May 13, 20251,966$119.4BMSFTAAPLAMZNvs. Q4 2024SEC
Q4 2024Feb 13, 20251,921$126.0BMSFTAAPLNVDAvs. Q3 2024SEC
Q3 2024Nov 14, 20241,920$128.1BMSFTAAPLNVDAvs. Q2 2024SEC
Q2 2024Nov 14, 2024Amended1,895$121.8BMSFTAAPLNVDAvs. Q1 2024SEC
Q1 2024Nov 14, 2024Amended1,823$121.0BMSFTAMZNAAPLvs. Q4 2023SEC
Q4 2023Nov 14, 2024Amended1,861$114.7BMSFTAAPLAMZNvs. Q3 2023SEC
Q3 2023Nov 14, 20231,807$109.8BMSFTAAPLAMZNvs. Q2 2023SEC
Q2 2023Aug 11, 20231,806$111.8BMSFTAAPLAMZNvs. Q1 2023SEC
Q1 2023May 12, 20231,804$107.8BMSFTAAPLJPMvs. Q4 2022SEC
Q4 2022Feb 13, 20231,783$102.0BMSFTAAPLJPMvs. Q3 2022SEC
Q3 2022Nov 15, 20221,831$95.8BMSFTAAPLAMZNvs. Q2 2022SEC
Q2 2022Aug 15, 20221,846$99.5BMSFTAAPLJPMvs. Q1 2022SEC
Q1 2022May 23, 2022Amended1,897$118.0BMSFTAAPLAMZNvs. Q4 2021SEC
Q4 2021Feb 11, 20221,898$127.5BMSFTAAPLAMZNvs. Q3 2021SEC
Q3 2021Nov 12, 20211,753$114.4BMSFTAAPLAMZNvs. Q2 2021SEC
Q2 2021Aug 13, 20211,749$114.6BMSFTAAPLAMZNvs. Q1 2021SEC
Q1 2021May 13, 20211,747$104.7BMSFTAAPLAMZN–SEC

13D and 13G filings

Companies where Neuberger Berman Group LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

21 companies, largest stake first.

Companies where Neuberger Berman Group LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
Neuberger Asset-Based Credit FundCommon Shares of Beneficial Interest, Institutional Shares13G100.00%6.86M sharesNewNov 14, 20251 filingNov 14, 2025SEC
CRTOCriteo S.A.13G/A16.00%7.95M shares–Feb 11, 20216 filingsMar 3, 2026SEC
CNDTCONDUENT Inc13G/A10.20%15.6M shares–Feb 11, 20224 filingsDec 3, 2025SEC
STVNStevanato Group S.p.A.13G/A10.00%4.96M shares–Feb 12, 20242 filingsDec 3, 2025SEC
MLRMiller Industries Inc13G/A10.00%1.14M shares+3.40 ppfrom 6.60%Apr 4, 20252 filingsSep 4, 2026SEC
TRNSTranscat Inc13G/A10.00%932.2K shares–Jun 9, 20215 filingsFeb 4, 2025SEC
NEOGNeogen Corp13G7.60%16.6M sharesNewJul 7, 20261 filingJul 7, 2026SEC
NVRIEnviri Corp13G7.30%6.07M shares+0.30 ppfrom 7.00%Feb 12, 20245 filingsJun 2, 2026SEC
UFPTUfp Technologies Inc13G6.90%537.0K shares+2.40 ppfrom 4.50%Feb 10, 20236 filingsJul 7, 2026SEC
WLYJohn Wiley & Sons, Inc.13G6.40%2.86M sharesNewJul 18, 20251 filingJul 18, 2025SEC
AWRAmerican States Water Co13G6.30%2.41M sharesNewOct 14, 20251 filingOct 14, 2025SEC
EPACEnerpac Tool Group Corp13G6.10%3.31M sharesNewApr 4, 20251 filingApr 4, 2025SEC
LKFNLakeland Financial Corp13G5.90%1.51M shares–Feb 14, 20224 filingsJul 21, 2025SEC
TDWTidewater Inc13G5.80%3.04M shares–Feb 12, 20243 filingsFeb 4, 2025SEC
OSUROrasure Technologies Inc13G5.70%4.28M shares+0.80 ppfrom 4.90%Oct 4, 20243 filingsApr 4, 2025SEC
MSEXMiddlesex Water Co13G5.60%1.01M sharesNewOct 14, 20251 filingOct 14, 2025SEC
PRGOPERRIGO Co plc13G5.50%7.54M sharesNewFeb 5, 20261 filingFeb 5, 2026SEC
STCStewart Information Services Corp13G5.50%1.53M sharesNewFeb 4, 20251 filingFeb 4, 2025SEC
SYBTStock Yards Bancorp, Inc.13G5.40%1.61M shares+1.60 ppfrom 3.80%Feb 10, 20235 filingsJul 8, 2026SEC
HGTYHagerty, Inc.13G5.30%4.73M sharesNewFeb 4, 20251 filingFeb 4, 2025SEC
FWRGFirst Watch Restaurant Group, Inc.13G/A5.10%2.26M shares0.00 ppfrom 5.10%Feb 5, 20262 filingsJun 4, 2026SEC

Latest filings

328 filings on file made by Neuberger Berman Group LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Neuberger Berman Group LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
AMSFAmerisafe IncSep 4, 202612:45 PM ET13G/A0.00%569 shares–Below 5%Aug 31, 2026SEC
MLRMiller Industries IncSep 4, 202612:43 PM ET13G/A10.00%1.14M shares+3.40 ppfrom 6.60%Aug 31, 2026SEC
ARAYAccuray IncAug 5, 20263:32 PM ET13G/A4.60%5.48M shares−0.50 ppfrom 5.10%Below 5%Jul 31, 2026SEC
QDELQuidelOrtho CorpAug 5, 20263:28 PM ET13G/A4.90%3.38M shares−0.30 ppfrom 5.20%Below 5%Jul 31, 2026SEC
QDELQuidelOrtho CorpJul 8, 202611:11 AM ET13G5.20%3.53M sharesNewJun 30, 2026SEC
SYBTStock Yards Bancorp, Inc.Jul 8, 202611:04 AM ET13G5.40%1.61M shares+1.60 ppfrom 3.80%Jun 30, 2026SEC
ACAArcosa, Inc.Jul 7, 20264:48 PM ET13G/A3.20%1.58M shares–Below 5%Jun 30, 2026SEC
NEOGNeogen CorpJul 7, 20264:45 PM ET13G7.60%16.6M sharesNewJun 30, 2026SEC
UFPTUfp Technologies IncJul 7, 20264:44 PM ET13G6.90%537.0K shares+2.40 ppfrom 4.50%Jun 30, 2026SEC
ARAYAccuray IncJul 7, 20264:06 PM ET13G5.10%6.07M shares+0.40 ppfrom 4.70%Jun 30, 2026SEC
KNKnowles CorpJul 7, 20264:03 PM ET13G/A3.70%3.19M shares−2.10 ppfrom 5.80%Below 5%Jun 30, 2026SEC
CWENClearway Energy, Inc.Jun 4, 20263:37 PM ET13G/A3.80%4.56M shares−1.40 ppfrom 5.20%Below 5%May 31, 2026SEC
INDIindie Semiconductor, Inc.Jun 4, 20263:34 PM ET13G/A4.80%10.1M shares−0.30 ppfrom 5.10%Below 5%May 31, 2026SEC
SXIStandex International CorpJun 4, 20263:33 PM ET13G/A4.70%571.0K shares–Below 5%May 31, 2026SEC
POWIPower Integrations IncJun 4, 20263:32 PM ET13G/A4.50%2.52M shares–Below 5%May 31, 2026SEC
SGSweetgreen, Inc.Jun 4, 20263:30 PM ET13G/A2.60%2.77M shares−2.80 ppfrom 5.40%Below 5%May 31, 2026SEC
FWRGFirst Watch Restaurant Group, Inc.Jun 4, 20263:28 PM ET13G/A5.10%2.26M shares0.00 ppfrom 5.10%May 31, 2026SEC
BRCBrady CorpJun 4, 20263:26 PM ET13G/A4.50%1.96M shares−1.00 ppfrom 5.50%Below 5%May 31, 2026SEC
NVRIEnviri CorpJun 2, 202611:36 AM ET13G7.30%6.07M shares+0.30 ppfrom 7.00%May 31, 2026SEC
SGSweetgreen, Inc.May 7, 202612:09 PM ET13G5.40%5.85M sharesNewMar 31, 2026SEC