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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 2024

Institutional positions in NeueHealth, Inc. as of Dec 31, 2024. 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
38
+2 vs. Q3 2024
Shares held
5.25M
+49.6K (+1.0%) vs. Q3 2024
Total value
$39.0M
+$11.8M (+43.5%) vs. Q3 2024
New holders
6
3 more added
Sold out
4
9 more reduced

Compare with Q3 2024: 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 2024: 38 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 2024: $39.0M
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 2024

Shares, value and share of portfolio for each institution holding NeueHealth, Inc.; share changes are against Q3 2024.

Institutions holding NEUE in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
AdvisorNet Financial, Inc3$220.00%00.0%Unchanged
Cornerstone Planning Group LLC3$220.00%00.0%Unchanged
Vermillion Wealth Management, Inc.4$300.00%+4New
JPMorgan Chase & Co23$1710.00%−17−42.5%Reduced
Fairman Group, LLC25$1860.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC32$2370.00%00.0%Unchanged
Bank of America Corp49$3640.00%−170−77.6%Reduced
Wells Fargo & Company50$3710.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC62$4600.00%00.0%Unchanged
Financial Perspectives, Inc64$4750.00%00.0%Unchanged
BNP Paribas Arbitrage, SA78$5790.00%+78New
SBI Securities Co., Ltd.110$8160.00%+110New
Massmutual Trust Co FSB125$9280.00%+125New
Advisor Group Holdings, Inc.153$1.13K0.00%−6−3.8%Reduced
MCF Advisors LLC250$1.85K0.00%00.0%Unchanged
Modus Advisors, LLC261$1.94K0.00%+261New
Harbor Investment Advisory, LLC645$4.79K0.00%00.0%Unchanged
Royal Bank of Canada879$7.00K0.00%−1,674−65.6%Reduced
Group One Trading, L.P.2,775$20.6K0.00%−2,955−51.6%Reduced
Morgan Stanley4,094$30.4K0.00%−136−3.2%Reduced
Virtu Financial LLC10,232$76.0K0.00%+10,232New
Pathway Capital Management, LP11,201$83.1K0.08%00.0%Unchanged
State Street Corp12,381$91.9K0.00%00.0%Unchanged
Legacy Wealth Asset Management, LLC29,906$221.9K0.06%00.0%Unchanged
Northern Trust Corp32,644$242.2K0.00%+13,074+66.8%Added
Geode Capital Management, LLC33,447$248.3K0.00%00.0%Unchanged
UBS Group AG40,539$300.8K0.00%+36,753+970.8%Added
Blackstone Group Inc.45,916$340.7K0.00%00.0%Unchanged
HarbourVest Partners LLC52,720$391.2K0.19%00.0%Unchanged
Renaissance Technologies LLC56,263$417.5K0.00%−1,500−2.6%Reduced
BlackRock, Inc.79,298$588.4K0.00%−2,661−3.2%Reduced
Partners Group Holding AG88,645$657.7K0.02%00.0%Unchanged
Greycroft LP138,352$1.03M0.91%00.0%Unchanged
Vanguard Group Inc167,777$1.24M0.00%00.0%Unchanged
Redpoint Management, LLC189,623$1.41M0.44%+275+0.1%Added
StepStone Group LP525,247$3.90M3.41%−2,103−0.4%Reduced
Deer Management Co. LLC999,218$7.41M0.58%00.0%Unchanged
NEA Management Company, LLC2,726,917$20.2M1.14%00.0%Unchanged
GWM Advisors LLC0$00.00%−13−100.0%Sold out
Barclays PLC0$00.00%−4−100.0%Sold out
Citigroup Inc0$00.00%−2−100.0%Sold out
Avion Wealth0$00.00%−25−100.0%Sold out