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

85 institutions reported holding $134.7M of NEUBERGER (NBH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Pathstone Holdings, LLC ($24.7M), MORGAN STANLEY ($14.2M), RIVERNORTH CAPITAL MANAGEMENT, LLC ($9.9M), 1607 Capital Partners, LLC ($8.5M), Advisors Asset Management, Inc. ($8.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Pathstone Holdings, LLC$24.7M2.3MAdded
2MORGAN STANLEY$14.2M1.3MAdded
3RIVERNORTH CAPITAL MANAGEMENT, LLC$9.9M937,491Added
41607 Capital Partners, LLC$8.5M806,630Trimmed
5Advisors Asset Management, Inc.$8.5M805,862Added
6GUGGENHEIM CAPITAL LLC$7.5M710,279Trimmed
7ROBINSON CAPITAL MANAGEMENT, LLC$5.4M512,302Added
8UBS Group AG$5.3M500,488Added
9Rareview Capital LLC$3.9M396,617Trimmed
10VAN ECK ASSOCIATES CORP$3.0M281,107Added
11SIT INVESTMENT ASSOCIATES INC$2.6M250,226Added
12Professional Financial Management, Inc.$2.6M243,660Trimmed
13COHEN & STEERS, INC.$2.4M222,982Added
14MELFA WEALTH MANAGEMENT, INC.$2.0M189,301Trimmed
15BANK OF AMERICA CORP /DE/$1.8M167,221Added
16Hennion & Walsh Asset Management, Inc.$1.7M159,603Trimmed
17Invesco Ltd.$1.6M152,814Trimmed
18Allspring Global Investments Holdings, LLC$1.6M152,052New
19Fiera Capital Corp$1.6M150,606Trimmed
20Worthington Financial Partners, LLC$1.4M134,893Trimmed
21ENVESTNET ASSET MANAGEMENT INC$1.4M132,804Added
22Matisse Capital$1.3M123,161Trimmed
23LPL Financial LLC$1.2M118,187Added
24WESCAP Management Group, Inc.$1.2M116,400Added
25PARK AVENUE SECURITIES LLC$1.1M107,709Trimmed

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