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, Q2 2025
Institutional positions in NeueHealth, Inc. as of Jun 30, 2025. 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
- 40
- +1 vs. Q1 2025
- Shares held
- 5.27M
- −29.6K (−0.6%) vs. Q1 2025
- Total value
- $36.3M
- +$734.4K (+2.1%) vs. Q1 2025
- New holders
- 6
- 7 more added
- Sold out
- 5
- 5 more reduced
Compare with Q1 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 38 | $35.3M |
| Q2 2025 | 40 | $36.3M |
| Q1 2025 | 39 | $35.6M |
| Q4 2024 | 38 | $39.0M |
| Q3 2024 | 36 | $27.1M |
| Q2 2024 | 41 | $28.2M |
| Q1 2024 | 38 | $33.7M |
| Q4 2023 | 39 | $38.6M |
| Q3 2023 | 44 | $30.8M |
| Q2 2023 | 49 | $64.7M |
| Q1 2023 | 108 | $99.3M |
| Q4 2022 | 127 | $296.6M |
| Q3 2022 | 129 | $476.0M |
| Q2 2022 | 130 | $804.5M |
| Q1 2022 | 121 | $867.4M |
| Q4 2021 | 117 | $1.37B |
| Q3 2021 | 104 | $3.29B |
| Q2 2021 | 72 | $6.95B |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding NeueHealth, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $7 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 3 | $21 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $21 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $28 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $35 | 0.00% | −105−95.5% | Reduced |
| Raymond James Financial Inc | 12 | $83 | 0.00% | +12 | New |
| JPMorgan Chase & Co | 23 | $158 | 0.00% | +2+9.5% | Added |
| Fairman Group, LLC | 25 | $173 | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 32 | $221 | 0.00% | +32 | New |
| Bank of America Corp | 53 | $365 | 0.00% | +4+8.2% | Added |
| SRS Capital Advisors, Inc. | 53 | $366 | 0.00% | +53 | New |
| Steward Partners Investment Advisory, LLC | 62 | $428 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 64 | $442 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 65 | $448 | 0.00% | −79−54.9% | Reduced |
| BNP Paribas Arbitrage, SA | 71 | $490 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 125 | $863 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 248 | $1.71K | 0.00% | −2,527−91.1% | Reduced |
| MCF Advisors LLC | 250 | $1.73K | 0.00% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 375 | $2.59K | 0.00% | +375 | New |
| Harbor Investment Advisory, LLC | 645 | $4.45K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 837 | $6.00K | 0.00% | +88+11.7% | Added |
| Morgan Stanley | 3,833 | $26.4K | 0.00% | −123−3.1% | Reduced |
| Pathway Capital Management, LP | 11,201 | $77.3K | 0.08% | 00.0% | Unchanged |
| State Street Corp | 12,381 | $85.4K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 29,182 | $201.4K | 0.00% | +29,182 | New |
| Legacy Wealth Asset Management, LLC | 29,906 | $206.4K | 0.05% | 00.0% | Unchanged |
| Northern Trust Corp | 31,111 | $214.7K | 0.00% | +242+0.8% | Added |
| UBS Group AG | 31,612 | $218.1K | 0.00% | −5,113−13.9% | Reduced |
| Geode Capital Management, LLC | 34,960 | $241.3K | 0.00% | +24+0.1% | Added |
| Blackstone Group Inc. | 45,916 | $316.8K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 56,163 | $387.5K | 0.00% | 00.0% | Unchanged |
| Partners Group Holding AG | 88,645 | $611.6K | 0.03% | 00.0% | Unchanged |
| BlackRock, Inc. | 113,195 | $781.0K | 0.00% | +1,105+1.0% | Added |
| Greycroft LP | 138,352 | $954.6K | 0.69% | 00.0% | Unchanged |
| Redpoint Management, LLC | 189,623 | $1.31M | 0.77% | 00.0% | Unchanged |
| Vanguard Group Inc | 196,717 | $1.36M | 0.00% | +29,197+17.4% | Added |
| StepStone Group LP | 525,247 | $3.62M | 7.19% | 00.0% | Unchanged |
| Deer Management Co. LLC | 999,218 | $6.89M | 0.55% | 00.0% | Unchanged |
| NEA Management Company, LLC | 2,726,917 | $18.8M | 1.42% | 00.0% | Unchanged |
| HarbourVest Partners LLC | 0 | $0 | 0.00% | −52,720−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −29,115−100.0% | Sold out |