NEUBERGER BERMAN MUNICIPAL (NBH) Institutional Shareholders
NEUBERGER BERMAN MUNICIPAL (NBH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $121.18M in NBH holdings during the latest filing period.
Pathstone Holdings, Llc is currently the largest disclosed institutional shareholder of NBH tracked by InsiderSet, reporting ownership valued at approximately $20.66M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.78M, representing an estimated loss of -4.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed NBH value among the investors covered in this analysis. Major shareholders include Pathstone Holdings, Llc, Morgan Stanley, Rivernorth Capital Management, Llc, and several other long-term asset managers with concentrated positions in NEUBERGER BERMAN MUNICIPAL (NBH).
This page ranks the largest institutional NBH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
75
Total Reported Value
$121.18M
Largest Holder
Pathstone Holdings, Llc
Largest Position
$20.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pathstone Holdings, Llc | 0.08% | 2,035,040 | $20,655,656 | $19,780,589 | -$875,067 | -4.24% | |
| Morgan Stanley | 0.00% | 1,342,907 | $14,167,671 | $13,053,056 | -$1,114,615 | -7.87% | |
| Rivernorth Capital Management, Llc | 0.47% | 937,491 | $9,890,530 | $9,112,413 | -$778,117 | -7.87% | |
| 1607 Capital Partners, Llc | 0.74% | 806,630 | $8,509,946 | $7,840,444 | -$669,502 | -7.87% | |
| Guggenheim Capital Llc | 0.05% | 710,279 | $7,493,443 | $6,903,912 | -$589,531 | -7.87% | |
| Robinson Capital Management, Llc | 2.39% | 512,302 | $5,404,786 | $4,979,575 | -$425,211 | -7.87% | |
| Ubs Group Ag | 0.00% | 500,488 | $5,280,148 | $4,864,743 | -$415,405 | -7.87% | |
| Rareview Capital Llc | 2.18% | 396,617 | $3,898,745 | $3,855,117 | -$43,628 | -1.12% | |
| Van Eck Associates Corp | 0.00% | 281,107 | $2,965,679 | $2,732,360 | -$233,319 | -7.87% | |
| Sit Investment Associates Inc | 0.05% | 250,226 | $2,640,000 | $2,432,197 | -$207,803 | -7.87% | |
| Professional Financial Management, Inc. | 2.61% | 243,660 | $2,570,613 | $2,368,375 | -$202,238 | -7.87% | |
| Cohen & Steers, Inc. | 0.00% | 222,982 | $2,352,000 | $2,167,385 | -$184,615 | -7.85% | |
| Melfa Wealth Management, Inc. | 1.08% | 189,301 | $1,997,126 | $1,840,006 | -$157,120 | -7.87% | |
| Bank Of America Corp | 0.00% | 167,221 | $1,764,182 | $1,625,388 | -$138,794 | -7.87% | |
| Hennion & Walsh Asset Management, Inc. | 0.05% | 159,603 | $1,683,812 | $1,551,341 | -$132,471 | -7.87% | |
| Invesco Ltd. | 0.00% | 152,814 | $1,612,188 | $1,485,352 | -$126,836 | -7.87% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 152,052 | $1,604,149 | $1,477,945 | -$126,204 | -7.87% | |
| Fiera Capital Corp | 0.01% | 150,606 | $1,588,893 | $1,463,890 | -$125,003 | -7.87% | |
| Worthington Financial Partners, Llc | 1.18% | 134,893 | $1,423,124 | $1,311,160 | -$111,964 | -7.87% | |
| Envestnet Asset Management Inc | 0.00% | 132,804 | $1,401,082 | $1,290,855 | -$110,227 | -7.87% | |
| Matisse Capital | 0.52% | 123,161 | $1,299,349 | $1,197,125 | -$102,224 | -7.87% | |
| Lpl Financial Llc | 0.00% | 118,187 | $1,246,877 | $1,148,778 | -$98,099 | -7.87% | |
| Wescap Management Group, Inc. | 0.23% | 116,400 | $1,228,020 | $1,131,408 | -$96,612 | -7.87% | |
| Park Avenue Securities Llc | 0.01% | 107,709 | $1,136,000 | $1,046,931 | -$89,069 | -7.84% | |
| Atala Financial Inc | 0.69% | 107,255 | $1,131,537 | $1,042,519 | -$89,018 | -7.87% | |
| Raymond James Financial Inc | 0.00% | 91,128 | $961,394 | $885,764 | -$75,630 | -7.87% | |
| Karpus Management, Inc. | 0.02% | 81,821 | $863,212 | $795,300 | -$67,912 | -7.87% | |
| Wells Fargo & Company/Mn | 0.00% | 80,300 | $847,164 | $780,516 | -$66,648 | -7.87% | |
| Noble Wealth Management Pbc | 0.36% | 75,613 | $797,721 | $734,958 | -$62,763 | -7.87% | |
| Riverbridge Partners Llc | 0.02% | 75,573 | $797,294 | $734,570 | -$62,724 | -7.87% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.23% | 71,978 | $759,368 | $699,626 | -$59,742 | -7.87% | |
| Cura Wealth Advisors, Llc | 0.31% | 68,000 | $717,400 | $660,960 | -$56,440 | -7.87% | |
| Summit Trail Advisors, Llc | 0.01% | 65,291 | $688,818 | $634,629 | -$54,189 | -7.87% | |
| Ackerman Capital Advisors, Llc | 0.12% | 57,631 | $608,007 | $560,173 | -$47,834 | -7.87% | |
| Bank Of New York Mellon Corp | 0.00% | 55,404 | $584,515 | $538,527 | -$45,988 | -7.87% | |
| Rothschild Investment Llc | 0.02% | 51,200 | $540,160 | $497,664 | -$42,496 | -7.87% | |
| Bridgewater Advisors Inc. | 0.03% | 52,633 | $532,646 | $511,593 | -$21,053 | -3.95% | |
| Blue Bell Private Wealth Management, Llc | 0.07% | 49,534 | $522,584 | $481,470 | -$41,114 | -7.87% | |
| Plancorp, Llc | 0.01% | 50,009 | $519,093 | $486,087 | -$33,006 | -6.36% | |
| Horizon Kinetics Asset Management Llc | 0.00% | 41,396 | $436,728 | $402,369 | -$34,359 | -7.87% | |
| Royal Bank Of Canada | 0.00% | 40,479 | $427,000 | $393,456 | -$33,544 | -7.86% | |
| Mai Capital Management | 0.00% | 37,924 | $402,099 | $368,621 | -$33,478 | -8.33% | |
| Nuveen, Llc | 0.00% | 37,338 | $393,916 | $362,925 | -$30,991 | -7.87% | |
| Closed-End Fund Advisors, Inc. | 0.32% | 30,916 | $326,164 | $300,504 | -$25,660 | -7.87% | |
| Rockefeller Capital Management L.P. | 0.00% | 29,742 | $313,789 | $289,092 | -$24,697 | -7.87% | |
| Waverly Advisors, Llc | 0.00% | 28,408 | $299,704 | $276,126 | -$23,578 | -7.87% | |
| Citadel Advisors Llc | 0.00% | 27,655 | $291,760 | $268,807 | -$22,953 | -7.87% | |
| Ameriprise Financial Inc | 0.00% | 26,731 | $282,012 | $259,825 | -$22,187 | -7.87% | |
| &Partners | 0.00% | 24,991 | $263,651 | $242,913 | -$20,738 | -7.87% | |
| Kestra Advisory Services, Llc | 0.00% | 23,764 | $250,711 | $230,986 | -$19,725 | -7.87% |
Frequently asked questions about NBH
Who owns the most NBH stock?
The largest holders of NBH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NEUBERGER BERMAN MUNICIPAL (NBH).
Is NBH widely held by superinvestors?
Many widely followed stocks like NBH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NBH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.