Position in SF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,673,013
-$176,686 QoQ
Shares Held
23,979
-4.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#241
of 592 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in SF 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. SF ranks #17 (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 SF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,673,013 | 23,979 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,849,699 | 25,023 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,952,680 | 15,594 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,597,771 | 14,081 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,488,620 | 14,344 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $1,170,614 | 12,419 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,116,279 | 10,523 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $984,729 | 10,487 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $888,875 | 10,563 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $812,732 | 10,397 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $816,661 | 11,810 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $646,655 | 10,525 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $391,554 | 6,562 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $222,768 | 3,770 | Shares | Defined | 2023-05-12 | |
| 2022-09-30 | $338,401 | 6,519 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $213,659 | 3,814 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $393,615 | 5,797 | Shares | Defined | 2022-05-23 | |
| 2021-06-30 | $277,535 | 4,279 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $651,361 | 10,168 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $211,023 | 4,182 | Shares | Defined | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||