Neuberger Next GenerationNBXG
13F holders, Q3 2025 (September 30)80holders +1
9new positions
10sold out
1famous investor
$15.38avg. 13F price*
At the end of Q3 2025, 80 institutions reported holding Neuberger Next Generation Co. (NBXG) in their 13F filings, up 1 from Q2 2025. 9 opened new positions and 10 sold out. The largest holders were Saba Capital Management, L.P. ($118.8M), Morgan Stanley ($87.5M) and Karpus Management, Inc. ($49.2M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.5M |
| Exits | 10 | $6.0M |
All 13F filers, Q2 2025 → Q3 2025: 1,314,223 shares bought and 2,223,789 shares sold, net −909,566 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Saba Capital Management, L.P. | 3.97% | Add +0.8% | 7,721,404 | $118.8M |
| Morgan Stanley | 0.01% | Reduce -1.2% | 5,687,973 | $87.5M |
| Karpus Management, Inc. | 1.56% | Reduce -11.8% | 3,200,555 | $49.2M |
| Lazard Asset Management LLC | 0.05% | Reduce -1.1% | 2,179,106 | $33.5M |
| Wells Fargo & Company | 0.00% | Reduce -12.7% | 1,434,682 | $22.1M |
| Sit Investment Associates Inc. | 0.44% | No change | 1,423,981 | $21.9M |
| Bulldog Investors, LLP | 4.07% | Add +0.2% | 1,136,986 | $17.5M |
| UBS Group AG | 0.00% | Reduce -22.9% | 979,401 | $15.1M |
| Bank of America Corp. | 0.00% | Reduce -2.8% | 920,459 | $14.2M |
| City of London Investment Management Co. Ltd. | 0.95% | Add +297.5% | 836,518 | $12.9M |
| Capstone Investment Advisors, LLC | 0.08% | No change | 477,748 | $7.3M |
| Penserra Capital Management LLC | 0.08% | Add +13.6% | 423,731 | $6.5M |
| Royal Bank of Canada | 0.00% | Add +5.7% | 423,077 | $6.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +18.2% | 397,725 | $6.1M |
| Thomas J. Herzfeld Advisors, Inc. | 2.08% | Add +25.2% | 394,211 | $6.1M |
| Blue Bell Private Wealth Management, LLC | 0.74% | Add +7.7% | 317,370 | $4.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +28.6% | 210,313 | $3.2M |
| Two Sigma Investments, LP | 0.00% | Add +30.4% | 190,016 | $2.9M |
| Corrado Advisors, LLC | 1.42% | Reduce -0.9% | 171,984 | $2.6M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -4.5% | 168,354 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -81.3% | 143,379 | $2.2M |
| Matisse Capital | 0.90% | No change | 129,790 | $2.0M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +1.1% | 129,777 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +2.0% | 125,010 | $1.9M |
| Beverly Hills Private Wealth, LLC | 0.32% | No change | 117,403 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +4.8% | 80,231 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.4% | 78,882 | $1.2M |
| LPL Financial LLC | 0.00% | Add +4.8% | 78,586 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +13.6% | 73,127 | $1.1M |
| Dakota Wealth Management | 0.02% | Reduce -21.3% | 64,430 | $991K |
| Quantedge Capital Pte Ltd | 0.53% | Reduce -58.7% | 63,462 | $976K |
| Noble Wealth Management PBC | 0.49% | — | 59,300 | $912K |
| Concorde Asset Management, LLC | 0.38% | — | 59,080 | $910K |
| NewEdge Advisors, LLC | 0.00% | Add +146.3% | 55,172 | $849K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +16.4% | 55,137 | $848K |
| Claro Advisors Inc. | 0.12% | Reduce -1.8% | 53,740 | $827K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 52,245 | $804K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +1.9% | 46,290 | $712K |
| NFSG Corp | 0.10% | Add +4215.6% | 43,156 | $664K |
| Compound Planning, Inc. | 0.02% | New | 42,156 | $648K |
| Invesco Ltd. | 0.00% | Add +83.5% | 38,134 | $587K |
| Bank of New York Mellon Corp | 0.00% | Add +0.7% | 37,079 | $570K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.7% | 32,005 | $492K |
| AlphaStar Capital Management, LLC | 0.04% | Add +2.6% | 31,525 | $485K |
| Pathstone Holdings, LLC | 0.00% | New | 26,315 | $405K |
| Walleye Capital LLC | 0.00% | Reduce -15.6% | 23,825 | $366K |
| Sanctuary Advisors, LLC | 0.00% | Add +9.8% | 23,727 | $365K |
| Jane Street Group, LLC | 0.00% | New | 23,695 | $364K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +6.1% | 23,096 | $355K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 22,745 | $350K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +12.0% | 22,395 | $344K |
| Cwm, LLC | 0.00% | Add +20.3% | 22,252 | $342K |
| Ameriflex Group, Inc. | 0.13% | New | 22,000 | $338K |
| Millennium Management | 0.00% | Reduce -42.8% | 19,145 | $294K |
| Cohen & Steers, Inc. | 0.00% | No change | 17,928 | $276K |
| Advisory Services Network, LLC | 0.00% | Reduce -1.3% | 17,514 | $269K |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.09% | No change | 15,119 | $233K |
| Corient Private Wealth LP | 0.00% | Add +8.6% | 14,084 | $217K |
| Ieq Capital, LLC | 0.00% | Add +2.0% | 12,119 | $186K |
| Truist Financial Corp. | 0.00% | Add +0.3% | 12,090 | $186K |
| Wedbush Securities Inc. | 0.01% | Reduce -16.3% | 11,625 | $179K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 11,000 | $169K |
| Creative Planning | 0.00% | New | 10,873 | $167K |
| Harbour Investments, Inc. | 0.00% | No change | 10,695 | $164K |
| Captrust Financial Advisors | 0.00% | Reduce -1.9% | 10,295 | $158K |
| Focus Financial Network, Inc. | 0.01% | New | 10,045 | $154K |
| Arax Advisory Partners | 0.00% | New | 9,976 | $153K |
| Comerica Bank | 0.00% | No change | 9,314 | $143K |
| Ameritas Advisory Services, LLC | 0.01% | Add +527.5% | 7,530 | $116K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +17.0% | 6,202 | $95K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,429 | $53K |
| Gables Capital Management Inc. | 0.01% | No change | 1,473 | $23K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,220 | $19K |
| Lanark Financial, Inc. | 0.00% | No change | 1,170 | $18K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,150 | $18K |
| Estabrook Capital Management | 0.00% | Add +2.0% | 961 | $15K |
| Holos Integrated Wealth LLC | 0.01% | No change | 650 | $10K |
| Allworth Financial LP | 0.00% | Add +2.1% | 588 | $9K |
| WPG Advisers, LLC | 0.01% | Add +1.2% | 585 | $9K |
| Ancora Advisors LLC | 0.00% | No change | 155 | $2K |
"% of holder's portfolio" is NBXG's weight in each manager's 13F, not the share of Neuberger Next Generation Co. the manager owns.