NEUBERGER BERMAN GROUP LLC

Position in MS — Morgan Stanley

CIK 1465109 NEW YORK, NY

Back to MS Full portfolio

Position in MS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$392,228,566

-$11,777,874 QoQ

Shares Held

2,383,354

+4.7% QoQ

Ownership

0.151%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 89.40865637975422.ToString("F0")% Shared 0.ToString("F0")% None 10.591343620245771.ToString("F0")%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

NEUBERGER BERMAN GROUP LLC holds $1,865,601,603 across 36 Capital Markets names. MS ranks #1 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	2,383,354	$392,228,566
2	GS	Goldman Sachs Group Inc	354,334	$299,763,020
3	SCHW	Schwab Charles Corp	2,737,546	$257,274,572
4	IBKR	Interactive Brokers Group, Inc.	3,733,048	$250,375,528
5	HOOD	Robinhood Markets, Inc.	2,663,244	$184,562,809
6	MKTX	Marketaxess Holdings Inc	966,029	$159,375,463
7	HLI	Houlihan Lokey, Inc.	610,943	$87,743,633
8	TW	Tradeweb Markets Inc.	632,790	$74,454,071

All Filings in MS

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$392,228,566	2,383,354	+4.7%	Shares	Defined	2026-05-14
2025-12-31	$404,006,440	2,275,708	-3.5%	Shares	Defined	2026-02-13
2025-09-30	$374,763,141	2,357,594	+2.8%	Shares	Defined	2025-11-12
2025-06-30	$323,039,027	2,293,334	+14.3%	Shares	Defined	2025-08-25
2025-03-31	$234,000,701	2,005,663	-7.2%	Shares	Defined	2025-05-13
2024-12-31	$271,824,240	2,162,140	+3.8%	Shares	Defined	2025-02-13
2024-09-30	$217,187,271	2,083,531	+17.5%	Shares	Defined	2024-11-14
2024-06-30	$172,385,611	1,773,697	-11.3%	Shares	Defined	2024-11-14
2024-03-31	$188,222,073	1,998,960	+53.4%	Shares	Defined	2024-11-14
2023-12-31	$121,496,170	1,302,908	-18.0%	Shares	Defined	2024-11-14
2023-09-30	$129,750,762	1,588,720	+0.9%	Shares	Defined	2023-11-14
2023-06-30	$134,476,048	1,574,661	-24.3%	Shares	Defined	2023-08-11
2023-03-31	$182,696,346	2,080,824	-42.8%	Shares	Defined	2023-05-12
2022-12-31	$309,364,313	3,638,724	+14.3%	Shares	Defined	2023-02-13
2022-09-30	$251,498,389	3,183,121	+123.3%	Shares	Defined	2022-11-15
2022-06-30	$108,418,890	1,425,439	-22.6%	Shares	Defined	2022-08-15
2022-03-31	$160,904,011	1,841,007	-4.4%	Shares	Defined	2022-05-23
2021-12-31	$189,011,987	1,925,550	+5.1%	Shares	Defined	2022-02-11
2021-09-30	$178,331,960	1,832,617	-1.2%	Shares	Defined	2021-11-12
2021-06-30	$170,135,104	1,855,547	+28.3%	Shares	Defined	2021-08-13
2021-03-31	$112,330,762	1,446,443	+0.8%	Shares	Defined	2021-05-13
2020-12-31	$98,327,802	1,434,814	+43.3%	Shares	Defined	2021-02-10
2020-09-30	$48,394,433	1,000,919	-21.3%	Shares	Defined	2020-11-12
2020-03-31	$43,254,936	1,272,204	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.