Neuberger Next GenerationNBXG
13F holders, Q1 2025 (March 31)78holders −4
8new positions
13sold out
1famous investor
$12.23avg. 13F price*
At the end of Q1 2025, 78 institutions reported holding Neuberger Next Generation Co. (NBXG) in their 13F filings, down 4 from Q4 2024. 8 opened new positions and 13 sold out. The largest holders were Saba Capital Management, L.P. ($93.9M), Morgan Stanley ($68.7M) and Karpus Management, Inc. ($45.2M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Neuberger Next Generation Co.
- CUSIP
- 64133Q108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.2M |
| Exits | 13 | $3.5M |
All 13F filers, Q4 2024 → Q1 2025: 3,694,334 shares bought and 1,743,892 shares sold, net +1,950,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Saba Capital Management, L.P. | 2.60% | Add +11.8% | 7,663,379 | $93.9M |
| Morgan Stanley | 0.00% | Add +30.8% | 5,609,896 | $68.7M |
| Karpus Management, Inc. | 1.46% | Reduce -3.2% | 3,685,746 | $45.2M |
| Lazard Asset Management LLC | 0.05% | No change | 2,203,610 | $27.0M |
| Sit Investment Associates Inc. | 0.42% | Add +8.8% | 1,471,957 | $18.0M |
| Wells Fargo & Company | 0.00% | Reduce -5.8% | 1,396,860 | $17.1M |
| UBS Group AG | 0.00% | Reduce -3.9% | 1,236,300 | $15.1M |
| Bulldog Investors, LLP | 2.98% | Add +51.9% | 897,831 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Add +4.4% | 751,302 | $9.2M |
| Ieq Capital, LLC | 0.07% | Add +5938.2% | 685,275 | $8.4M |
| Bank of America Corp. | 0.00% | Reduce -11.1% | 550,974 | $6.7M |
| Royal Bank of Canada | 0.00% | Reduce -6.3% | 546,506 | $6.7M |
| Capstone Investment Advisors, LLC | 0.07% | Add +2.1% | 477,748 | $5.9M |
| Penserra Capital Management LLC | 0.08% | Add +0.3% | 361,950 | $4.4M |
| Thomas J. Herzfeld Advisors, Inc. | 1.45% | Reduce -2.9% | 348,571 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +9.8% | 285,666 | $3.5M |
| Blue Bell Private Wealth Management, LLC | 0.65% | Add +8.9% | 280,719 | $3.4M |
| Wolverine Asset Management LLC | 0.22% | Reduce -6.6% | 235,373 | $2.9M |
| City of London Investment Management Co. Ltd. | 0.29% | Reduce -80.0% | 218,164 | $2.7M |
| Quantedge Capital Pte Ltd | 0.69% | Reduce -2.5% | 176,962 | $2.2M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -5.9% | 175,526 | $2.2M |
| Corrado Advisors, LLC | 1.35% | Add +0.4% | 165,447 | $2.0M |
| Matisse Capital | 0.84% | No change | 129,790 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 127,107 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 126,979 | $1.6M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +13.4% | 124,727 | $1.5M |
| Beverly Hills Private Wealth, LLC | 0.29% | Add +7.3% | 117,533 | $1.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.37% | Add +18.2% | 112,695 | $1.4M |
| Verition Fund Management LLC | 0.01% | New | 111,225 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 100,772 | $1.2M |
| Dakota Wealth Management | 0.02% | Reduce -0.4% | 82,098 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.0% | 81,022 | $993K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.2% | 77,439 | $949K |
| LPL Financial LLC | 0.00% | Add +7.7% | 75,721 | $928K |
| Claro Advisors Inc. | 0.11% | Reduce -2.8% | 64,569 | $791K |
| Osaic Holdings, Inc. | 0.00% | Add +307.9% | 54,112 | $663K |
| Concorde Asset Management, LLC | 0.33% | Add +8.7% | 51,720 | $621K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.5% | 48,893 | $599K |
| Walleye Capital LLC | 0.01% | Reduce -34.6% | 45,627 | $559K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +4.4% | 37,946 | $465K |
| Polar Asset Management Partners Inc. | 0.02% | New | 37,114 | $455K |
| Millennium Management | 0.00% | Reduce -15.0% | 33,460 | $410K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +17.1% | 31,762 | $389K |
| AlphaStar Capital Management, LLC | 0.04% | Reduce -13.8% | 30,965 | $379K |
| Truist Financial Corp. | 0.00% | Reduce -8.1% | 25,755 | $316K |
| Hilltop Holdings Inc. | 0.02% | Reduce -3.7% | 24,980 | $306K |
| NewEdge Advisors, LLC | 0.00% | No change | 23,202 | $284K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.9% | 22,635 | $277K |
| World Investment Advisors | 0.01% | Reduce -19.8% | 22,350 | $274K |
| Advisory Services Network, LLC | 0.01% | New | 21,880 | $268K |
| Ameriflex Group, Inc. | 0.11% | Reduce -6.1% | 21,618 | $265K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +3.3% | 21,288 | $263K |
| Cwm, LLC | 0.00% | Add +3621.7% | 18,497 | $227K |
| Shaker Financial Services, LLC | 0.09% | No change | 18,418 | $226K |
| Cohen & Steers, Inc. | 0.00% | Reduce -77.6% | 17,928 | $220K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +19.0% | 16,902 | $207K |
| JPMorgan Chase & Co. | 0.00% | Add +30579.6% | 15,033 | $184K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -82.6% | 14,751 | $181K |
| Corient Private Wealth LP | 0.00% | Add +5.5% | 14,146 | $173K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.8% | 13,362 | $164K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.6% | 10,695 | $131K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 10,295 | $126K |
| Allie Family Office LLC | 0.07% | No change | 10,000 | $123K |
| Comerica Bank | 0.00% | Add +0.2% | 8,082 | $99K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 7,000 | $86K |
| SOA Wealth Advisors, LLC. | 0.01% | New | 61,448 | $61K |
| Geneos Wealth Management Inc. | 0.00% | New | 4,680 | $57K |
| CoreCap Advisors, LLC | 0.00% | No change | 4,650 | $57K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,000 | $25K |
| Gables Capital Management Inc. | 0.01% | No change | 1,473 | $18K |
| Lanark Financial, Inc. | 0.00% | — | 1,170 | $14K |
| Estabrook Capital Management | 0.00% | Add +2.3% | 921 | $11K |
| Holos Integrated Wealth LLC | 0.01% | No change | 650 | $8K |
| WPG Advisers, LLC | 0.01% | Add +233.5% | 587 | $7K |
| Allworth Financial LP | 0.00% | Add +2.4% | 563 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 155 | $2K |
| Coldstream Capital Management Inc. | 0.00% | New | 87 | $1K |
| Danske Bank A/S | 0.00% | New | 1 | $12 |
"% of holder's portfolio" is NBXG's weight in each manager's 13F, not the share of Neuberger Next Generation Co. the manager owns.