NBH Institutional Ownership & Shareholders
NEUBERGER BERMAN MUNICIPAL (NBH) is currently held by 76 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $118.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $19.25M, representing an estimated loss of -6.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
76
Total Reported Value
$118.24M
Largest Holder
Pathstone Holdings, Llc
Largest Position
$20.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
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 | $19,251,478 | -$1,404,178 | -6.80% | |
| Morgan Stanley | 0.00% | 1,342,907 | $14,167,671 | $12,703,900 | -$1,463,771 | -10.33% | |
| Rivernorth Capital Management, Llc | 0.47% | 937,491 | $9,890,530 | $8,868,665 | -$1,021,865 | -10.33% | |
| 1607 Capital Partners, Llc | 0.74% | 806,630 | $8,509,946 | $7,630,720 | -$879,226 | -10.33% | |
| Guggenheim Capital Llc | 0.05% | 710,279 | $7,493,443 | $6,719,239 | -$774,204 | -10.33% | |
| Robinson Capital Management, Llc | 2.39% | 512,302 | $5,404,786 | $4,846,377 | -$558,409 | -10.33% | |
| Ubs Group Ag | 0.00% | 500,488 | $5,280,148 | $4,734,616 | -$545,532 | -10.33% | |
| Hennion & Walsh Asset Management, Inc. | 0.13% | 470,577 | $4,277,545 | $4,451,658 | +$174,113 | +4.07% | |
| Rareview Capital Llc | 2.18% | 396,617 | $3,898,745 | $3,751,997 | -$146,748 | -3.76% | |
| Van Eck Associates Corp | 0.00% | 281,107 | $2,965,679 | $2,659,272 | -$306,407 | -10.33% | |
| Sit Investment Associates Inc | 0.05% | 250,226 | $2,640,000 | $2,367,138 | -$272,862 | -10.34% | |
| Cohen & Steers, Inc. | 0.00% | 222,982 | $2,352,000 | $2,109,410 | -$242,590 | -10.31% | |
| Melfa Wealth Management, Inc. | 1.08% | 189,301 | $1,997,126 | $1,790,787 | -$206,339 | -10.33% | |
| Bank Of America Corp | 0.00% | 167,221 | $1,764,182 | $1,581,911 | -$182,271 | -10.33% | |
| Invesco Ltd. | 0.00% | 152,814 | $1,612,188 | $1,445,620 | -$166,568 | -10.33% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 152,052 | $1,604,149 | $1,438,412 | -$165,737 | -10.33% | |
| Fiera Capital Corp | 0.01% | 150,606 | $1,588,893 | $1,424,733 | -$164,160 | -10.33% | |
| Envestnet Asset Management Inc | 0.00% | 132,804 | $1,401,082 | $1,256,326 | -$144,756 | -10.33% | |
| Lpl Financial Llc | 0.00% | 118,187 | $1,246,877 | $1,118,049 | -$128,828 | -10.33% | |
| Wescap Management Group, Inc. | 0.23% | 116,400 | $1,228,020 | $1,101,144 | -$126,876 | -10.33% | |
| Worthington Financial Partners, Llc | 0.98% | 127,379 | $1,157,877 | $1,205,005 | +$47,128 | +4.07% | |
| Atala Financial Inc | 0.57% | 107,323 | $975,562 | $1,015,276 | +$39,714 | +4.07% | |
| Raymond James Financial Inc | 0.00% | 91,128 | $961,394 | $862,071 | -$99,323 | -10.33% | |
| Karpus Management, Inc. | 0.02% | 81,821 | $863,212 | $774,027 | -$89,185 | -10.33% | |
| Wells Fargo & Company/Mn | 0.00% | 80,300 | $847,164 | $759,638 | -$87,526 | -10.33% | |
| Riverbridge Partners Llc | 0.02% | 75,573 | $797,294 | $714,921 | -$82,373 | -10.33% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.23% | 71,978 | $759,368 | $680,912 | -$78,456 | -10.33% | |
| Cura Wealth Advisors, Llc | 0.31% | 68,000 | $717,400 | $643,280 | -$74,120 | -10.33% | |
| Summit Trail Advisors, Llc | 0.01% | 65,291 | $688,818 | $617,653 | -$71,165 | -10.33% | |
| Noble Wealth Management Pbc | 0.31% | 74,739 | $679,376 | $707,031 | +$27,655 | +4.07% | |
| Bank Of New York Mellon Corp | 0.00% | 55,404 | $584,515 | $524,122 | -$60,393 | -10.33% | |
| Rothschild Investment Llc | 0.02% | 51,200 | $540,160 | $484,352 | -$55,808 | -10.33% | |
| Bridgewater Advisors Inc. | 0.03% | 52,633 | $532,646 | $497,908 | -$34,738 | -6.52% | |
| Plancorp, Llc | 0.01% | 50,009 | $519,093 | $473,085 | -$46,008 | -8.86% | |
| Ackerman Capital Advisors, Llc | 0.09% | 51,681 | $469,780 | $488,902 | +$19,122 | +4.07% | |
| Blue Bell Private Wealth Management, Llc | 0.05% | 49,534 | $450,264 | $468,592 | +$18,328 | +4.07% | |
| Horizon Kinetics Asset Management Llc | 0.00% | 41,396 | $436,728 | $391,606 | -$45,122 | -10.33% | |
| Royal Bank Of Canada | 0.00% | 40,479 | $427,000 | $382,931 | -$44,069 | -10.32% | |
| Mai Capital Management | 0.00% | 37,924 | $402,099 | $358,761 | -$43,338 | -10.78% | |
| Matisse Capital | 0.16% | 43,729 | $397,497 | $413,676 | +$16,179 | +4.07% | |
| Nuveen, Llc | 0.00% | 37,338 | $393,916 | $353,217 | -$40,699 | -10.33% | |
| Closed-End Fund Advisors, Inc. | 0.32% | 30,916 | $326,164 | $292,465 | -$33,699 | -10.33% | |
| Rockefeller Capital Management L.P. | 0.00% | 29,742 | $313,789 | $281,359 | -$32,430 | -10.33% | |
| Waverly Advisors, Llc | 0.00% | 28,408 | $299,704 | $268,740 | -$30,964 | -10.33% | |
| Citadel Advisors Llc | 0.00% | 27,655 | $291,760 | $261,616 | -$30,144 | -10.33% | |
| Ameriprise Financial Inc | 0.00% | 26,731 | $282,012 | $252,875 | -$29,137 | -10.33% | |
| &Partners | 0.00% | 24,991 | $263,651 | $236,415 | -$27,236 | -10.33% | |
| Osaic Holdings, Inc. | 0.00% | 22,718 | $239,703 | $214,912 | -$24,791 | -10.34% | |
| Kestra Advisory Services, Llc | 0.00% | 24,215 | $221,427 | $229,074 | +$7,647 | +3.45% | |
| Evolve Private Wealth, Llc | 0.01% | 20,747 | $220,005 | $196,267 | -$23,738 | -10.79% |
Frequently asked questions about NBH
Who are the largest institutional holders of NBH?
The largest institutional holders of NBH reported in the latest SEC Form 13F filings include Pathstone Holdings, Llc, Morgan Stanley, Rivernorth Capital Management, Llc, 1607 Capital Partners, Llc, and Guggenheim Capital Llc. InsiderSet ranks institutional holders by their latest reported NBH position.
What is NBH institutional ownership?
This page tracks NBH positions reported by institutional investment managers through SEC Form 13F. NEUBERGER BERMAN MUNICIPAL (NBH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NBH?
InsiderSet currently tracks 76 institutional managers reporting NBH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NBH shareholders.
How much NBH stock do institutions own?
Institutional investment managers disclosed approximately $118.24M in NBH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NBH institutional ownership last updated?
The latest NBH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NBH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NBH position after the reporting date.
Are institutions buying or selling NBH?
Institutional buying and selling can be analyzed by comparing NBH positions across consecutive 13F reporting periods. InsiderSet's NBH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NBH ownership changes.
How has NBH institutional ownership changed over time?
InsiderSet tracks NBH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.