Position in PIPR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,741,702
+$1,193,534 QoQ
Shares Held
259,078
+13.0% QoQ
Ownership
0.367%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#43
of 415 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PIPR 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. PIPR ranks #12 (0.8% 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 PIPR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,741,702 | 259,078 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,548,168 | 229,238 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $25,855,667 | 76,111 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $22,095,281 | 63,677 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $8,354,041 | 30,057 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $7,529,111 | 30,401 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $18,796,365 | 62,665 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,171,923 | 60,505 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,354,729 | 71,055 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $9,253,206 | 46,618 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $5,801,137 | 33,174 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $3,799,711 | 26,149 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $314,100 | 2,430 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $336,821 | 2,430 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $298,004 | 2,289 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $253,785 | 2,423 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $288,953 | 2,549 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $322,480 | 2,457 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $429,673 | 2,407 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $328,564 | 2,373 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $302,392 | 2,334 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $247,918 | 2,261 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $241,554 | 2,394 | Shares | Defined | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||