Neuberger Next GenerationNBXG
13F holders, Q4 2025 (December 31)98holders +18
20new positions
7sold out
1famous investor
$14.44avg. 13F price*
At the end of Q4 2025, 98 institutions reported holding Neuberger Next Generation Co. (NBXG) in their 13F filings, up 18 from Q3 2025. 20 opened new positions and 7 sold out. The largest holders were Saba Capital Management, L.P. ($111.1M), Morgan Stanley ($90.5M) and Karpus Management, Inc. ($44.4M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $9.0M |
| Exits | 7 | $1.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,759,554 shares bought and 1,172,224 shares sold, net +587,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Saba Capital Management, L.P. | 3.78% | Reduce -0.3% | 7,695,235 | $111.1M |
| Morgan Stanley | 0.01% | Add +10.2% | 6,265,820 | $90.5M |
| Karpus Management, Inc. | 1.36% | Reduce -3.9% | 3,075,844 | $44.4M |
| Lazard Asset Management LLC | 0.05% | No change | 2,179,106 | $31.5M |
| Bulldog Investors, LLP | 3.78% | Add +2.7% | 1,168,126 | $16.9M |
| Wells Fargo & Company | 0.00% | Reduce -18.7% | 1,166,183 | $16.8M |
| Sit Investment Associates Inc. | 0.29% | Reduce -28.4% | 1,018,961 | $14.7M |
| City of London Investment Management Co. Ltd. | 1.05% | Add +15.5% | 965,954 | $13.9M |
| UBS Group AG | 0.00% | Reduce -5.2% | 928,197 | $13.4M |
| Bank of America Corp. | 0.00% | Reduce -2.3% | 899,633 | $13.0M |
| Z3 Capital Partners, LLC | 2.33% | — | 672,039 | $9.7M |
| Royal Bank of Canada | 0.00% | Add +17.8% | 498,252 | $7.2M |
| Capstone Investment Advisors, LLC | 0.07% | No change | 477,748 | $6.9M |
| Penserra Capital Management LLC | 0.08% | Add +10.2% | 466,972 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.6% | 412,066 | $6.1M |
| Thomas J. Herzfeld Advisors, Inc. | 2.01% | Add +4.6% | 412,390 | $6.0M |
| Blue Bell Private Wealth Management, LLC | 0.76% | Add +13.6% | 360,641 | $5.2M |
| Wolverine Asset Management LLC | 0.20% | New | 239,325 | $3.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -2.4% | 205,289 | $3.0M |
| Advisors Asset Management, Inc. | 0.04% | Add +3.6% | 174,352 | $2.5M |
| Altium Capital Management LLC | 9.70% | New | 169,873 | $2.5M |
| Corrado Advisors, LLC | 1.22% | Reduce -2.2% | 168,155 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Add +4.3% | 149,590 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +16.8% | 146,049 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +3.7% | 134,527 | $1.9M |
| Matisse Capital | 0.84% | No change | 129,790 | $1.9M |
| Beverly Hills Private Wealth, LLC | 0.29% | Reduce -0.5% | 116,817 | $1.7M |
| Evolve Private Wealth, LLC | 0.09% | — | 110,625 | $1.6M |
| Quantedge Capital Pte Ltd | 0.74% | Add +68.5% | 106,962 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +26.5% | 101,491 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +24.9% | 91,296 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -52.2% | 90,765 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -0.0% | 78,567 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -14.1% | 67,760 | $978K |
| Dakota Wealth Management | 0.02% | Reduce -0.7% | 63,975 | $924K |
| Jane Street Group, LLC | 0.00% | Add +157.6% | 61,039 | $881K |
| Noble Wealth Management PBC | 0.44% | Add +2.3% | 60,686 | $876K |
| NewEdge Advisors, LLC | 0.00% | Add +9.5% | 60,421 | $872K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +5.7% | 58,284 | $842K |
| Concorde Asset Management, LLC | 0.33% | Reduce -2.2% | 57,780 | $834K |
| &partners | 0.00% | New | 54,026 | $780K |
| Claro Advisors Inc. | 0.10% | Reduce -1.4% | 53,004 | $765K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.9% | 47,045 | $679K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +1.1% | 46,785 | $676K |
| Compound Planning, Inc. | 0.02% | Add +5.3% | 44,386 | $641K |
| Closed-End Fund Advisors, Inc. | 0.37% | — | 43,397 | $627K |
| Invesco Ltd. | 0.00% | Add +6.7% | 40,677 | $587K |
| Shaker Financial Services, LLC | 0.17% | New | 37,086 | $536K |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 37,080 | $535K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.1% | 31,011 | $448K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -4.2% | 30,208 | $436K |
| Sanctuary Advisors, LLC | 0.00% | Add +17.6% | 27,901 | $403K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.3% | 25,174 | $364K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +6.7% | 24,638 | $356K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 22,604 | $326K |
| Cwm, LLC | 0.00% | Add +0.1% | 22,276 | $322K |
| Tidal Investments LLC | 0.00% | New | 21,785 | $315K |
| Readystate Asset Management LP | 0.02% | New | 21,415 | $309K |
| Advisory Services Network, LLC | 0.00% | Add +13.1% | 19,799 | $286K |
| Millennium Management | 0.00% | No change | 19,145 | $276K |
| Cohen & Steers, Inc. | 0.00% | No change | 17,928 | $259K |
| Susquehanna International Group, LLP | 0.00% | New | 17,184 | $248K |
| JPMorgan Chase & Co. | 0.00% | Add +1129.5% | 15,000 | $217K |
| Advisory Advocates, LLC | 0.21% | — | 14,360 | $207K |
| Focus Financial Network, Inc. | 0.01% | Add +34.0% | 13,455 | $194K |
| Cooper/Haims Advisors, LLC | 0.09% | New | 13,307 | $192K |
| Ieq Capital, LLC | 0.00% | Add +2.5% | 12,416 | $179K |
| Truist Financial Corp. | 0.00% | Add +0.4% | 12,139 | $175K |
| Accredited Investor Services, LLC | 0.11% | New | 11,694 | $169K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +4.5% | 11,500 | $166K |
| Creative Planning | 0.00% | Add +2.3% | 11,122 | $161K |
| Choreo, LLC | 0.00% | New | 10,616 | $156K |
| Harbour Investments, Inc. | 0.00% | No change | 10,695 | $154K |
| Decision Investments, Inc. | 0.17% | — | 10,650 | $154K |
| Arax Advisory Partners | 0.00% | Add +4.6% | 10,436 | $151K |
| Captrust Financial Advisors | 0.00% | No change | 10,295 | $149K |
| Assetmark, Inc. | 0.00% | New | 10,168 | $147K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -54.8% | 10,133 | $146K |
| Ameriflex Group, Inc. | 0.07% | Reduce -54.8% | 9,950 | $144K |
| Activest Wealth Management | 0.02% | New | 7,500 | $108K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.7% | 6,743 | $97K |
| Comerica Bank | 0.00% | Reduce -47.7% | 4,873 | $70K |
| Global Retirement Partners, LLC | 0.00% | New | 4,273 | $62K |
| Rockefeller Capital Management L.P. | 0.00% | Add +24.4% | 4,266 | $62K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,258 | $47K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 1,614 | $23K |
| Gables Capital Management Inc. | 0.01% | No change | 1,473 | $21K |
| Lanark Financial, Inc. | 0.00% | No change | 1,170 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,150 | $17K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,008 | $15K |
| Estabrook Capital Management | 0.00% | Add +2.5% | 985 | $14K |
| WPG Advisers, LLC | 0.01% | Add +22.2% | 715 | $10K |
| Holos Integrated Wealth LLC | 0.01% | No change | 650 | $9K |
| Jessup Wealth Management, Inc | 0.00% | New | 602 | $9K |
| Motiv8 Investments LLC | 0.00% | New | 229 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 187 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 155 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 150 | $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.