Position in XP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$704,139
-$121,397 QoQ
Shares Held
43,305
-0.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#168
of 317 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in XP 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. XP ranks #23 (0.0% 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 XP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,139 | 43,305 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $825,536 | 43,358 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $719,265 | 43,938 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $833,693 | 44,369 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $892,880 | 44,202 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $572,976 | 41,671 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $262,441 | 22,147 | Shares | Defined | 2025-02-13 | |
| 2024-06-30 | $757,512 | 43,065 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $1,349,279 | 52,583 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $1,164,910 | 44,684 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $919,095 | 39,874 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $920,734 | 39,247 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $451,736 | 38,057 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $605,254 | 39,456 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $820,698 | 43,172 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $838,228 | 46,672 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,030,889 | 100,694 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $1,495,399 | 52,032 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,102,417 | 52,338 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,118,880 | 48,654 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,675,900 | 44,489 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,419,114 | 35,773 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,144,390 | 27,450 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $686,233 | 16,335 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||