SEC 13F Intelligence

Neuberger Berman Group LLC / MS

Neuberger Berman Group LLC’s Morgan Stanley Position

Does Neuberger Berman Group LLC own Morgan Stanley (MS)? Yes — 2.38M shares worth $392M (+0.30% of its 13F portfolio) as of Q1 2026, up from 2.28M shares the prior filed quarter.

Position Value
$392M
Q1 2026
Shares
2.38M
% of Portfolio
+0.30%
Quarters Held
30
currently held

Position History MS

Reported value by quarter
Q4 ’18: $24MQ4 ’18Q1 ’19: $41MQ2 ’19: $54MQ3 ’19: $38MQ4 ’19: $56MQ4 ’19Q1 ’20: $43MQ2 ’20: $58MQ3 ’20: $48MQ4 ’20: $98MQ4 ’20Q1 ’21: $112MQ2 ’21: $169MQ3 ’21: $176MQ4 ’21: $186MQ4 ’21Q1 ’22: $161MQ2 ’22: $108MQ3 ’22: $252MQ4 ’22: $309MQ4 ’22Q1 ’23: $183MQ2 ’23: $134MQ3 ’23: $130MQ4 ’23: $121MQ4 ’23Q1 ’24: $188MQ2 ’24: $172MQ3 ’24: $217MQ4 ’24: $272MQ4 ’24Q1 ’25: $234MQ2 ’25: $323MQ3 ’25: $375MQ4 ’25: $404MQ4 ’25Q1 ’26: $392Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.38M$392M+0.30%
Q4 20252.28M$404M+0.30%
Q3 20252.36M$375M+0.27%
Q2 20252.29M$323M+0.25%
Q1 20252.01M$234M+0.20%
Q4 20242.16M$272M+0.22%
Q3 20242.08M$217M+0.17%
Q2 20241.77M$172M+0.14%
Q1 20242.00M$188M+0.16%
Q4 20231.30M$121M+0.11%
Q3 20231.59M$130M+0.12%
Q2 20231.57M$134M+0.12%
Q1 20232.08M$183M+0.17%
Q4 20223.64M$309M+0.30%
Q3 20223.18M$252M+0.26%
Q2 20221.43M$108M+0.11%
Q1 20221.84M$161M+0.14%
Q4 20211.93M$186M+0.15%
Q3 20211.83M$176M+0.15%
Q2 20211.86M$169M+0.15%
Q1 20211.45M$112M+0.11%
Q4 20201.43M$98M+0.10%
Q3 20201.00M$48M+0.06%
Q2 20201.20M$58M+0.07%
Q1 20201.27M$43M+0.07%
Q4 20191.09M$56M+0.07%
Q3 2019889.8K$38M+0.05%
Q2 20191.23M$54M+0.06%
Q1 2019970.1K$41M+0.05%
Q4 2018606.3K$24M+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Neuberger Berman Group LLC’s full portfolio or all institutional holders of MS.