Neogenomics Inc
NEO- Exchange
- Nasdaq
- Industry
- Services-Testing Laboratories
- SEC CIK
- 0001077183
In the last 90 days, Neogenomics Inc insiders filed 0 open-market purchases and 1 sale; 266 institutions reported holding it in 13F filings for Q2 2026, worth $2.11B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Neogenomics Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 287
- +6 vs. Q3 2023
- Shares held
- 125.8M
- +5.48M (+4.6%) vs. Q3 2023
- Total value
- $2.04B
- +$555.4M (+37.5%) vs. Q3 2023
- New holders
- 41
- 87 more added
- Sold out
- 35
- 98 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NEO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 266 | $2.11B |
| Q1 2026 | 253 | $995.3M |
| Q4 2025 | 257 | $1.54B |
| Q3 2025 | 254 | $995.4M |
| Q2 2025 | 274 | $930.2M |
| Q1 2025 | 256 | $1.20B |
| Q4 2024 | 253 | $2.02B |
| Q3 2024 | 270 | $1.82B |
| Q2 2024 | 259 | $1.74B |
| Q1 2024 | 263 | $2.02B |
| Q4 2023 | 287 | $2.04B |
| Q3 2023 | 284 | $1.48B |
| Q2 2023 | 267 | $1.89B |
| Q1 2023 | 257 | $2.02B |
| Q4 2022 | 244 | $1.04B |
| Q3 2022 | 246 | $969.0M |
| Q2 2022 | 240 | $956.4M |
| Q1 2022 | 281 | $1.36B |
| Q4 2021 | 309 | $4.02B |
| Q3 2021 | 325 | $5.58B |
| Q2 2021 | 313 | $5.03B |
| Q1 2021 | 332 | $5.21B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Neogenomics Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | −1−10.0% | Reduced |
| VitalStone Financial, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 5 | $81 | 0.00% | −1−16.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 7 | $114 | 0.00% | −7−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $114 | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 9 | $146 | 0.00% | +5+125.0% | Added |
| Sofos Investments, Inc. | 13 | $205 | 0.00% | −108−89.3% | Reduced |
| SJS Investment Consulting Inc. | 16 | $259 | 0.00% | +7+77.8% | Added |
| Abound Wealth Management | 17 | $276 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17 | $276 | 0.00% | +7+70.0% | Added |
| Allworth Financial LP | 25 | $405 | 0.00% | −375−93.8% | Reduced |
| JFS Wealth Advisors, LLC | 31 | $502 | 0.00% | +29+1,450.0% | Added |
| Private Wealth Management Group, LLC | 41 | $664 | 0.00% | +41 | New |
| Geneos Wealth Management Inc. | 50 | $809 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 64 | $1.04K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 69 | $1.12K | 0.00% | +69 | New |
| Creative Financial Designs Inc | 80 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 80 | $1.29K | 0.00% | +80 | New |
| Spartan Planning & Wealth Management | 92 | $1.49K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $1.54K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 98 | $1.58K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $1.62K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 108 | $1.75K | 0.00% | +108 | New |
| Clearstead Advisors, LLC | 108 | $1.75K | 0.00% | +108 | New |
| Smartleaf Asset Management LLC | 106 | $1.78K | 0.00% | +106 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 141 | $2.28K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 142 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 148 | $2.39K | 0.00% | 00.0% | Unchanged |
| Natixis | 150 | $2.43K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $2.43K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 180 | $2.91K | 0.00% | +180 | New |
| Bogart Wealth, LLC | 187 | $3.03K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 190 | $3.08K | 0.00% | +190 | New |
| Barrett & Company, Inc. | 200 | $3.24K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $3.24K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 200 | $3.24K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 204 | $3.30K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 205 | $3.32K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 210 | $3.40K | 0.00% | +182+650.0% | Added |
| Glass Jacobson Investment Advisors llc | 258 | $4.17K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 262 | $4.24K | 0.00% | +191+269.0% | Added |
| Principal Securities, Inc. | 300 | $4.85K | 0.00% | +300 | New |
| Pin Oak Investment Advisors Inc | 300 | $5.00K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 309 | $5.00K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 320 | $5.18K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 333 | $5.39K | 0.00% | +333 | New |
| Massmutual Trust Co FSB | 344 | $5.57K | 0.00% | +53+18.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 400 | $6.47K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 400 | $6.47K | 0.00% | +400 | New |
| MCF Advisors LLC | 406 | $6.57K | 0.00% | +119+41.5% | Added |
| Itau Unibanco Holding S.A. | 422 | $6.83K | 0.00% | −129−23.4% | Reduced |
| Global Retirement Partners, LLC | 505 | $7.82K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 525 | $8.49K | 0.00% | +525 | New |
| Macroview Investment Management LLC | 542 | $8.77K | 0.01% | −237−30.4% | Reduced |
| National Bank of Canada | 560 | $8.93K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 852 | $13.8K | 0.00% | +345+68.0% | Added |
| Versant Capital Management, Inc | 1,147 | $18.6K | 0.01% | +551+92.4% | Added |
| Planning Capital Management Corp | 1,156 | $18.7K | 0.01% | +1,156 | New |
| Ronald Blue Trust, Inc. | 1,644 | $21.0K | 0.00% | −606−26.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,300 | $21.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,481 | $22.0K | 0.01% | +1,481 | New |
| Signaturefd, LLC | 1,634 | $26.4K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1,750 | $28.3K | 0.01% | +1,750 | New |
| Sunbelt Securities, Inc. | 2,186 | $35.4K | 0.00% | −31−1.4% | Reduced |
| US Bancorp | 2,212 | $35.8K | 0.00% | +445+25.2% | Added |
| Van Eck Associates Corp | 2,374 | $38.0K | 0.00% | +402+20.4% | Added |
| Coppell Advisory Solutions LLC | 2,394 | $38.7K | 0.01% | +2,394 | New |
| Beaird Harris Wealth Management, LLC | 2,675 | $43.3K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 2,821 | $45.6K | 0.03% | +2,821 | New |
| Advent Capital Management | 2,966 | $48.0K | 0.00% | −1,534−34.1% | Reduced |
| HighMark Wealth Management LLC | 3,000 | $48.5K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 3,098 | $50.1K | 0.01% | +3,098 | New |
| GWM Advisors LLC | 3,185 | $51.5K | 0.00% | +340+12.0% | Added |
| Fifth Third Bancorp | 3,239 | $52.4K | 0.00% | −267−7.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,273 | $53.0K | 0.00% | +3,273 | New |
| KBC Group NV | 3,403 | $55.0K | 0.00% | −394−10.4% | Reduced |
| Advisory Services Network, LLC | 3,549 | $57.4K | 0.00% | +3,549 | New |
| CWM, LLC | 3,778 | $61.0K | 0.00% | −438−10.4% | Reduced |
| Amundi | 4,802 | $77.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,900 | $79.3K | 0.01% | +883+22.0% | Added |
| Shell Asset Management Co | 5,179 | $84.0K | 0.00% | −1,504−22.5% | Reduced |
| STRS Ohio | 7,200 | $116.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,521 | $121.7K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,597 | $122.9K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,434 | $136.5K | 0.00% | +1,791+27.0% | Added |
| Corton Capital Inc. | 10,166 | $164.5K | 0.05% | −1,313−11.4% | Reduced |
| Stephens Inc | 10,358 | $167.6K | 0.00% | −75−0.7% | Reduced |
| Bridgefront Capital, LLC | 10,566 | $171.0K | 0.13% | −4,568−30.2% | Reduced |
| Capstone Investment Advisors, LLC | 10,605 | $171.6K | 0.00% | +10,605 | New |
| Naples Global Advisors, LLC | 10,700 | $173.1K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 10,952 | $177.2K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,108 | $179.7K | 0.01% | +892+8.7% | Added |
| HSBC Holdings PLC | 11,386 | $184.5K | 0.00% | +233+2.1% | Added |
| Gsa Capital Partners LLP | 11,479 | $186.0K | 0.02% | +11,479 | New |
| Fox Run Management, L.L.C. | 11,539 | $186.7K | 0.05% | −3,720−24.4% | Reduced |
| CIBC Private Wealth Group, LLC | 11,992 | $194.0K | 0.00% | +20+0.2% | Added |
| Gotham Asset Management, LLC | 12,765 | $206.5K | 0.00% | +1,690+15.3% | Added |
| Duality Advisers, LP | 12,828 | $207.6K | 0.02% | −29,846−69.9% | Reduced |