NML Institutional Ownership & Shareholders
NEUBERGER BERMAN ENERGY INFR (NML) is currently held by 87 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $206.44M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of NML tracked by InsiderSet, reporting ownership valued at approximately $38.50M in its June 30, 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 $40.66M, representing an estimated gain of +5.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed NML value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, City Of London Investment Management Co Ltd, and several other long-term asset managers with concentrated positions in NEUBERGER BERMAN ENERGY INFR (NML).
This page ranks the largest institutional NML 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
87
Total Reported Value
$206.44M
Largest Holder
Bank Of America Corp
Largest Position
$38.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 3,796,841 | $38,499,969 | $40,664,167 | +$2,164,198 | +5.62% | |
| Morgan Stanley | 0.00% | 3,220,189 | $32,652,716 | $34,488,224 | +$1,835,508 | +5.62% | |
| City Of London Investment Management Co Ltd | 1.84% | 2,729,916 | $27,080,767 | $29,237,400 | +$2,156,633 | +7.96% | |
| Saba Capital Management, L.P. | 0.61% | 1,951,651 | $19,789,741 | $20,902,182 | +$1,112,441 | +5.62% | |
| Ubs Group Ag | 0.00% | 946,783 | $9,600,379 | $10,140,046 | +$539,667 | +5.62% | |
| D. E. Shaw & Co., Inc. | 0.01% | 813,814 | $8,252,074 | $8,715,948 | +$463,874 | +5.62% | |
| Advisors Asset Management, Inc. | 0.11% | 1,496,173 | $7,839,947 | $16,024,013 | +$8,184,066 | +104.39% | |
| Private Management Group Inc | 0.14% | 507,125 | $5,142,248 | $5,431,309 | +$289,061 | +5.62% | |
| Oppenheimer & Co Inc | 0.04% | 368,419 | $3,654,716 | $3,945,767 | +$291,051 | +7.96% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.10% | 352,764 | $3,577,027 | $3,778,102 | +$201,075 | +5.62% | |
| Stifel Financial Corp | 0.00% | 310,691 | $3,150,396 | $3,327,501 | +$177,105 | +5.62% | |
| Ameriprise Financial Inc | 0.00% | 300,970 | $3,051,836 | $3,223,389 | +$171,553 | +5.62% | |
| Cohen & Steers, Inc. | 0.00% | 287,000 | $2,910,000 | $3,073,770 | +$163,770 | +5.63% | |
| Invesco Ltd. | 0.00% | 267,509 | $2,712,541 | $2,865,021 | +$152,480 | +5.62% | |
| Samalin Investment Counsel, Llc | 0.85% | 267,682 | $2,655,407 | $2,866,874 | +$211,467 | +7.96% | |
| Uhlmann Price Securities, Llc | 0.09% | 246,450 | $2,499,015 | $2,639,480 | +$140,465 | +5.62% | |
| Raymond James Financial Inc | 0.00% | 230,830 | $2,340,612 | $2,472,189 | +$131,577 | +5.62% | |
| Wells Fargo & Company/Mn | 0.00% | 228,824 | $2,320,277 | $2,450,705 | +$130,428 | +5.62% | |
| Newedge Advisors, Llc | 0.01% | 228,521 | $2,317,199 | $2,447,460 | +$130,261 | +5.62% | |
| Lpl Financial Llc | 0.00% | 215,754 | $2,187,749 | $2,310,725 | +$122,976 | +5.62% | |
| Focus Partners Wealth | 0.00% | 196,204 | $1,989,519 | $2,101,345 | +$111,826 | +5.62% | |
| Vestgen Advisors, Llc | 0.05% | 162,015 | $1,607,187 | $1,735,181 | +$127,994 | +7.96% | |
| Osaic Holdings, Inc. | 0.00% | 144,788 | $1,468,427 | $1,550,679 | +$82,252 | +5.60% | |
| Closed-End Fund Advisors, Inc. | 1.41% | 142,740 | $1,447,384 | $1,528,745 | +$81,361 | +5.62% | |
| Neuberger Berman Group Llc | 0.00% | 159,688 | $1,357,352 | $1,710,258 | +$352,906 | +26.00% | |
| Cornerstone Wealth Management, Llc | 0.05% | 116,577 | $1,182,089 | $1,248,540 | +$66,451 | +5.62% | |
| Staley Capital Advisers Inc | 0.05% | 115,000 | $1,166,100 | $1,231,650 | +$65,550 | +5.62% | |
| Sanctuary Advisors, Llc | 0.01% | 106,768 | $1,082,623 | $1,143,485 | +$60,862 | +5.62% | |
| Rockefeller Capital Management L.P. | 0.00% | 84,797 | $859,842 | $908,176 | +$48,334 | +5.62% | |
| Ifg Advisory, Llc | 0.03% | 84,341 | $855,222 | $903,292 | +$48,070 | +5.62% | |
| Knollwood Investment Advisory, Llc | 0.07% | 79,074 | $801,810 | $846,883 | +$45,073 | +5.62% | |
| Commonwealth Equity Services, Llc | 0.00% | 70,618 | $716,070 | $756,319 | +$40,249 | +5.62% | |
| Evolve Private Wealth, Llc | 0.04% | 64,054 | $649,508 | $686,018 | +$36,510 | +5.62% | |
| Cetera Investment Advisers | 0.00% | 62,710 | $635,873 | $671,624 | +$35,751 | +5.62% | |
| &Partners | 0.00% | 59,227 | $600,565 | $634,321 | +$33,756 | +5.62% | |
| Noble Wealth Management Pbc | 0.23% | 50,992 | $505,838 | $546,124 | +$40,286 | +7.96% | |
| Legacy Advisors, Llc | 0.05% | 50,684 | $502,780 | $542,826 | +$40,046 | +7.96% | |
| Calamos Advisors Llc | 0.00% | 40,825 | $413,966 | $437,236 | +$23,270 | +5.62% | |
| Alteri Wealth Llc | 0.11% | 39,529 | $400,828 | $423,356 | +$22,528 | +5.62% | |
| Henson-Edgewater Management, Llc | 0.19% | 33,978 | $361,866 | $363,904 | +$2,038 | +0.56% | |
| Openarc Corporate Advisory, Llc | 0.00% | 34,146 | $338,728 | $365,704 | +$26,976 | +7.96% | |
| Quantedge Capital Pte Ltd | 0.24% | 31,261 | $316,987 | $334,805 | +$17,818 | +5.62% | |
| Royal Bank Of Canada | 0.00% | 31,208 | $316,000 | $334,238 | +$18,238 | +5.77% | |
| Rhodes Investment Advisors Inc | 0.22% | 31,750 | $314,960 | $340,043 | +$25,083 | +7.96% | |
| Beacon Pointe Advisors, Llc | 0.00% | 29,643 | $300,581 | $317,477 | +$16,896 | +5.62% | |
| Ballast Rock Private Wealth Llc | 0.13% | 28,000 | $277,760 | $299,880 | +$22,120 | +7.96% | |
| Us Bancorp \De\ | 0.00% | 24,000 | $243,360 | $257,040 | +$13,680 | +5.62% | |
| Monetary Management Group Inc | 0.05% | 23,200 | $235,248 | $248,472 | +$13,224 | +5.62% | |
| Choreo, Llc | 0.00% | 22,444 | $222,644 | $240,375 | +$17,731 | +7.96% | |
| Arete Wealth Advisors, Llc | 0.01% | 21,712 | $220,168 | $232,536 | +$12,368 | +5.62% |
Frequently asked questions about NML
Who are the largest institutional holders of NML?
The largest institutional holders of NML reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, City Of London Investment Management Co Ltd, Saba Capital Management, L.P., and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported NML position.
What is NML institutional ownership?
This page tracks NML positions reported by institutional investment managers through SEC Form 13F. NEUBERGER BERMAN ENERGY INFR (NML) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NML?
InsiderSet currently tracks 87 institutional managers reporting NML 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 NML shareholders.
How much NML stock do institutions own?
Institutional investment managers disclosed approximately $206.44M in NML holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NML institutional ownership last updated?
The latest NML 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 NML 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 NML position after the reporting date.
Are institutions buying or selling NML?
Institutional buying and selling can be analyzed by comparing NML positions across consecutive 13F reporting periods. InsiderSet's NML Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NML ownership changes.
How has NML institutional ownership changed over time?
InsiderSet tracks NML institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.