Position in OPY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,916,070
+$282,290 QoQ
Shares Held
27,630
-6.4% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 120 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,323,492,367 across 34 Capital Markets names. OPY ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,597,715 | $543,026,342 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
4,601,941 | $400,552,944 | |
| 3 | GS |
Goldman Sachs Group Inc
|
368,372 | $372,560,389 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,880,809 | $288,887,526 | |
| 5 | SCHW |
Schwab Charles Corp
|
2,557,515 | $235,981,908 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
1,229,929 | $139,584,641 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
992,787 | $133,162,520 | |
| 8 | TW |
Tradeweb Markets Inc.
|
455,906 | $45,435,591 |
All Filings in OPY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,916,070 | 27,630 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,633,780 | 29,530 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,187,133 | 30,255 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,228,756 | 30,155 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,983,294 | 30,155 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $1,917,402 | 32,155 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,073,311 | 32,350 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $544,854 | 10,650 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||