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NeueHealth, Inc.

NEUEDelisted Oct 2, 2025
Industry
Hospital & Medical Service Plans
SEC CIK
0001671284

NeueHealth, Inc. was delisted on Oct 2, 2025; its insiders filed their last Form 4 on Oct 14, 2025; 38 institutions reported holding it in 13F filings for Q3 2025, worth $35.3M in total; no superinvestor held it.

13F holders, Q4 2022

Institutional positions in NeueHealth, Inc. as of Dec 31, 2022. 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
127
−2 vs. Q3 2022
Shares held
456.5M
+3.15M (+0.7%) vs. Q3 2022
Total value
$296.6M
−$179.3M (−37.7%) vs. Q3 2022
New holders
24
45 more added
Sold out
26
24 more reduced

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NEUE 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.

Institutional holdersQ4 2022: 127 institutions
Q1 2021: 0 institutionsQ2 2021: 72 institutionsQ3 2021: 104 institutionsQ4 2021: 117 institutionsQ1 2022: 121 institutionsQ2 2022: 130 institutionsQ3 2022: 129 institutionsQ4 2022: 127 institutionsQ1 2023: 108 institutionsQ2 2023: 49 institutionsQ3 2023: 44 institutionsQ4 2023: 39 institutionsQ1 2024: 38 institutionsQ2 2024: 41 institutionsQ3 2024: 36 institutionsQ4 2024: 38 institutionsQ1 2025: 39 institutionsQ2 2025: 40 institutionsQ3 2025: 38 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2022: $296.6M
Q1 2021: $0Q2 2021: $6.95BQ3 2021: $3.29BQ4 2021: $1.37BQ1 2022: $867.4MQ2 2022: $804.5MQ3 2022: $476.0MQ4 2022: $296.6MQ1 2023: $99.3MQ2 2023: $64.7MQ3 2023: $30.8MQ4 2023: $38.6MQ1 2024: $33.7MQ2 2024: $28.2MQ3 2024: $27.1MQ4 2024: $39.0MQ1 2025: $35.6MQ2 2025: $36.3MQ3 2025: $35.3MQ4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding NEUE and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 202538$35.3M
Q2 202540$36.3M
Q1 202539$35.6M
Q4 202438$39.0M
Q3 202436$27.1M
Q2 202441$28.2M
Q1 202438$33.7M
Q4 202339$38.6M
Q3 202344$30.8M
Q2 202349$64.7M
Q1 2023108$99.3M
Q4 2022127$296.6M
Q3 2022129$476.0M
Q2 2022130$804.5M
Q1 2022121$867.4M
Q4 2021117$1.37B
Q3 2021104$3.29B
Q2 202172$6.95B
Q1 20210$0

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding NeueHealth, Inc.; share changes are against Q3 2022.

Institutions holding NEUE in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Cutler Group LP65$00.00%−2,007−96.9%Reduced
PrairieView Partners, LLC1,110$00.00%00.0%Unchanged
Covestor Ltd104$00.00%−7−6.3%Reduced
GWM Advisors LLC1,000$10.00%+1,000New
Private Advisor Group, LLC19,300$130.00%+7,300+60.8%Added
Cresset Asset Management, LLC22,104$1420.00%+94+0.4%Added
Credit Suisse AG238$1550.00%−869−78.5%Reduced
Freedom Wealth Alliance, LLC300$1950.00%+300New
Cornerstone Planning Group LLC250$2030.00%+250New
Affiance Financial, LLC525$3410.00%+525New
CoreCap Advisors, LLC800$5200.00%+800New
Glassman Wealth Services1,250$8120.00%00.0%Unchanged
Citigroup Inc1,301$8460.00%−1,618−55.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,600$1.69K0.00%00.0%Unchanged
Wells Fargo & Company4,101$2.67K0.00%+3,067+296.6%Added
FMR LLC4,570$2.97K0.00%+3,230+241.0%Added
Citadel Advisors LLC4,805$3.12K0.00%+4,805New
Steward Partners Investment Advisory, LLC5,000$3.25K0.00%00.0%Unchanged
Harbour Investments, Inc.5,725$3.72K0.00%+5,725New
Simplex Trading, LLC8,047$5.00K0.00%−40,885−83.6%Reduced
Beacon Pointe Advisors, LLC10,000$6.50K0.00%−871,600−98.9%Reduced
Creative Planning10,000$6.50K0.00%−24,999−71.4%Reduced
Belvedere Trading LLC10,263$6.67K0.00%+10,263New
Dynamic Advisor Solutions LLC10,753$6.99K0.00%+10,753New
Integrated Wealth Concepts LLC11,000$7.00K0.00%00.0%Unchanged
Magnolia Capital Advisors LLC11,000$7.00K0.00%00.0%Unchanged
Xponance, Inc.10,922$7.10K0.00%+73+0.7%Added
Qube Research & Technologies Ltd12,001$7.80K0.00%+12,001New
Advocate Group LLC12,000$7.80K0.00%+12,000New
State of Wyoming12,407$8.06K0.00%+12,407New
Sawtooth Solutions, LLC12,991$8.44K0.00%+12,991New
Bleakley Financial Group, LLC12,991$8.44K0.00%+12,991New
Mackenzie Financial Corp13,180$8.57K0.00%+600+4.8%Added
Principal Financial Group Inc13,420$8.72K0.00%−78,538−85.4%Reduced
G&S Capital LLC13,770$8.95K0.00%+70+0.5%Added
Susquehanna International Group, LLP13,792$8.96K0.00%−116,853−89.4%Reduced
Resources Investment Advisors, LLC.14,500$9.42K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC15,000$9.75K0.00%00.0%Unchanged
Viawealth, LLC16,235$10.6K0.01%+16,235New
Commonwealth Equity Services, LLC17,886$11.0K0.00%−3,404−16.0%Reduced
Legal & General Group Plc17,003$11.0K0.00%00.0%Unchanged
Cetera Advisors LLC17,051$11.1K0.00%+17,051New
CIBC Asset Management Inc18,069$11.7K0.00%−5,854−24.5%Reduced
LPL Financial LLC19,715$12.8K0.00%−730−3.6%Reduced
MCF Advisors LLC20,000$13.0K0.00%00.0%Unchanged
Modus Advisors, LLC20,960$13.6K0.01%00.0%Unchanged
Waypoint Capital Advisors, LLC21,000$13.6K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.14,478$13.7K0.00%00.0%Unchanged
Schwarz Dygos Wheeler Investment Advisors LLC24,501$15.9K0.01%00.0%Unchanged
Amalgamated Bank24,447$16.0K0.00%00.0%Unchanged
ProShare Advisors LLC24,839$16.1K0.00%+3,559+16.7%Added
Schechter Investment Advisors, LLC25,336$16.5K0.00%+25,336New
World Equity Group, Inc.26,500$17.2K0.00%00.0%Unchanged
Federated Hermes, Inc.27,488$17.9K0.00%+27,479+305,322.2%Added
Marshall & Sullivan Inc30,000$19.5K0.01%00.0%Unchanged
Mercer Global Advisors Inc30,118$20.0K0.00%+30,118New
Dark Forest Capital Management LP34,318$22.3K0.01%+34,318New
Balyasny Asset Management LLC36,556$23.8K0.00%+36,556New
Cetera Advisor Networks LLC40,690$26.4K0.00%+1,890+4.9%Added
Tower Research Capital LLC (TRC)42,352$27.0K0.00%+36,002+567.0%Added
Highlander Capital Management, LLC46,000$30.0K0.02%+8,000+21.1%Added
Riverbridge Partners LLC47,000$31.0K0.00%00.0%Unchanged
Gsa Capital Partners LLP49,021$32.0K0.00%+10,549+27.4%Added
Harbor Investment Advisory, LLC51,665$33.6K0.01%00.0%Unchanged
Barclays PLC51,834$33.7K0.00%+43,649+533.3%Added
Two Sigma Investments, LP52,503$34.1K0.00%+19,731+60.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.64,029$36.2K0.00%+64,029New
SG Americas Securities, LLC63,517$41.0K0.00%−26,612−29.5%Reduced
UBS Group AG63,099$41.0K0.00%+40,349+177.4%Added
Voya Investment Management LLC76,096$49.5K0.00%00.0%Unchanged
California State Teachers Retirement System77,067$50.1K0.00%+868+1.1%Added
Group One Trading, L.P.78,675$51.1K0.00%−57,495−42.2%Reduced
Deutsche Bank AG79,661$51.8K0.00%+1,290+1.6%Added
Equius Partners, Inc.83,331$54.2K0.02%00.0%Unchanged
Manufacturers Life Insurance Company, The87,618$56.9K0.00%00.0%Unchanged
Two Sigma Advisers, LP88,900$57.8K0.00%+7,200+8.8%Added
Virtu Financial LLC90,632$59.0K0.01%+38,460+73.7%Added
American International Group, Inc.91,316$59.3K0.00%−332−0.4%Reduced
Invesco Ltd.114,968$74.7K0.00%+47,269+69.8%Added
Aire Advisors, LLC117,944$76.7K0.02%+117,944New
Accredited Investors Inc.118,615$77.1K0.01%+20,754+21.2%Added
Public Employees Retirement System of Ohio122,445$80.0K0.00%+100,445+456.6%Added
Aurora Private Wealth, Inc.125,450$82.0K0.09%00.0%Unchanged
D. E. Shaw & Co., Inc.129,822$84.4K0.00%+86,648+200.7%Added
New York State Common Retirement Fund137,376$89.3K0.00%+280+0.2%Added
Tradition Wealth Management, LLC153,754$100.0K0.01%−243,098−61.3%Reduced
Morgan Stanley156,864$101.9K0.00%−37,792−19.4%Reduced
Royal Bank of Canada165,181$108.0K0.00%−95,731−36.7%Reduced
Ameriprise Financial Inc186,084$121.0K0.00%+131,825+243.0%Added
Public Sector Pension Investment Board211,833$137.7K0.00%00.0%Unchanged
Price T Rowe Associates Inc212,224$138.0K0.00%+947+0.4%Added
Goldman Sachs Group Inc218,209$141.8K0.00%+10,784+5.2%Added
JPMorgan Chase & Co222,732$144.0K0.00%+117,244+111.1%Added
Atria Wealth Solutions, Inc.243,965$158.6K0.00%00.0%Unchanged
Jane Street Group, LLC256,182$166.5K0.00%−499,709−66.1%Reduced
STRS Ohio286,400$186.0K0.00%00.0%Unchanged
Alliancebernstein L.P.292,300$190.0K0.00%+57,400+24.4%Added
Rhumbline Advisers298,762$194.0K0.00%+6,668+2.3%Added
Brown Advisory Inc462,760$300.7K0.00%00.0%Unchanged
CM Management, LLC500,000$325.0K0.39%−100,000−16.7%Reduced