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

52 institutions reported holding $306.3M of NEUBERGER BERMAN (NBOS) in SEC 13F filings for 2026-06-30. Largest institutional holders: NEUBERGER BERMAN GROUP LLC ($186.0M), ASSETMARK, INC ($28.5M), CARY STREET PARTNERS FINANCIAL LLC ($21.3M), LPL Financial LLC ($15.9M), MARQUETTE ASSOCIATES, INC. ($13.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1NEUBERGER BERMAN GROUP LLC$186.0M6.6MTrimmed
2ASSETMARK, INC$28.5M1.0MTrimmed
3CARY STREET PARTNERS FINANCIAL LLC$21.3M758,975Trimmed
4LPL Financial LLC$15.9M567,965Trimmed
5MARQUETTE ASSOCIATES, INC.$13.0M462,368Hold
6Wealthspire Advisors, LLC$5.8M208,415Added
7Proficio Capital Partners LLC$5.8M207,525Trimmed
8OSAIC HOLDINGS, INC.$4.9M176,163Added
9RAYMOND JAMES FINANCIAL INC$3.7M133,036Added
10Fifth Third Securities, Inc.$2.8M99,622Added
11UBS Group AG$2.6M93,701Added
12Steward Partners Investment Advisory, LLC$2.2M77,994Added
13MARSHALL INVESTMENT MANAGEMENT, LLC$2.0M71,901New
14MML INVESTORS SERVICES, LLC$1.6M58,493Trimmed
15Equitable Holdings, Inc.$1.4M51,647Added
16Janney Montgomery Scott LLC$1.1M37,745Trimmed
17HB Wealth Management, LLC$902,11032,202Trimmed
18OLD MISSION CAPITAL LLC$893,95731,911Added
19J.W. COLE ADVISORS, INC.$831,80129,692New
20JPMORGAN CHASE & CO$678,03124,328Trimmed
21Cerity Partners LLC$648,57123,150Added
22Savant Capital, LLC$463,02416,960Added
23HARBOUR INVESTMENTS, INC.$427,52315,261Added
24GOLDMAN SACHS GROUP INC$325,24411,610New
25Fortitude Advisory Group L.L.C.$319,38511,401New

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