Institutional Ownership
Neuberger Berman Next Genera
CUSIP 64133Q108COMMON STOCKNBXGQ1 2026
13D / 13G Filings
18
Schedule 13D/13G on record
Beneficial Filers
4
Distinct reporting persons
Largest Stake
9.7%
Max % of class reported
Institutional Holders
89
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
18 filings · latest May 6, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | May 6, 2025 | Morgan Stanley | 13G | 5.4% | 4.25M | SEC |
| 2 | May 6, 2025 | Morgan Stanley | 13G | 5.4% | 4.25M | SEC |
| 3 | Mar 7, 2025 | Saba Capital Management, L.P. | 13D/A | 9.7% | — | SEC |
| 4 | Feb 25, 2025 | Saba Capital Management, L.P. | 13D/A | 9.5% | — | SEC |
| 5 | Oct 21, 2024 | Saba Capital Management, L.P. | 13D/A | 8.4% | 6.65M | SEC |
| 6 | Aug 26, 2024 | Saba Capital Management, L.P. | 13D/A | 7.4% | 5.84M | SEC |
| 7 | Jun 7, 2024 | Karpus Management, Inc. | 13G/A | 4.8% | 3.76M | SEC |
| 8 | Jun 4, 2024 | Saba Capital Management, L.P. | 13D/A | 6.4% | 5.02M | SEC |
| 9 | Apr 11, 2024 | Saba Capital Management, L.P. | 13D/A | 5.4% | 4.22M | SEC |
| 10 | Mar 8, 2024 | City Of London Investment Management Co Ltd | 13G/A | 5.0% | 3.90M | SEC |
8 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Neuberger Berman Next Genera.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Saba Capital Management, L.P. | 7.55M | $97.15M |
| 2 | Morgan Stanley | 7.51M | $96.59M |
| 3 | Karpus Management, Inc. | 3.07M | $39.50M |
| 4 | Lazard Asset Management LLC | 2.17M | $27.87M |
| 5 | Wells Fargo & Company/Mn | 1.19M | $15.35M |
| 6 | Bulldog Investors, LLP | 1.17M | $15.05M |
| 7 | City Of London Investment Management Co Ltd | 1.04M | $13.34M |
| 8 | Ubs Group AG | 928.8K | $11.95M |
| 9 | Bank Of America Corp /De/ | 882.8K | $11.36M |
| 10 | Z3 Capital Partners, LLC | 704.0K | $9.06M |