Who Owns NEUBERGER BERMAN (NBSD)? -- Institutional Holders (2026-06-30)

76 institutions reported holding $881.6M of NEUBERGER BERMAN (NBSD) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($262.4M), LPL Financial LLC ($103.9M), RAYMOND JAMES FINANCIAL INC ($98.7M), NEUBERGER BERMAN GROUP LLC ($95.6M), BANK OF AMERICA CORP /DE/ ($88.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$262.4M5.2MAdded
2LPL Financial LLC$103.9M2.1MAdded
3RAYMOND JAMES FINANCIAL INC$98.7M2.0MAdded
4NEUBERGER BERMAN GROUP LLC$95.6M1.9MTrimmed
5BANK OF AMERICA CORP /DE/$88.0M1.7MAdded
6Francis Financial, Inc.$24.9M493,314Added
7AMERIPRISE FINANCIAL INC$22.5M449,669New
8Integrated Wealth Concepts LLC$20.5M406,288Added
9UBS Group AG$16.1M318,934Added
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$15.1M298,048Trimmed
11Round Rock Advisors, LLC$13.0M257,509Added
12OSAIC HOLDINGS, INC.$12.8M252,485Added
13JANE STREET GROUP, LLC$9.4M186,121Added
14COMMONWEALTH EQUITY SERVICES, LLC$7.3M144,714Added
15Convergence Financial, LLC$6.8M135,405New
16Main Street Financial Solutions, LLC$6.5M128,621Added
17JONES FINANCIAL COMPANIES LLLP$6.4M126,218Added
18Cambridge Investment Research Advisors, Inc.$5.3M103,994Trimmed
19ROBINSON SMITH WEALTH ADVISORS LLC$5.2M103,592Trimmed
20YHB Investment Advisors, Inc.$4.5M89,929Added
21CITADEL ADVISORS LLC$4.3M84,807Trimmed
22J.W. COLE ADVISORS, INC.$4.2M83,024New
23HighPoint Advisor Group LLC$4.0M78,269Trimmed
24Steward Partners Investment Advisory, LLC$3.9M76,297Trimmed
25NewEdge Advisors, LLC$3.7M72,279Added

Source: SEC Form 13F filings · as of 2026-06-30