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Neogenomics Inc (NEO)

CUSIP: 64049M209 | NYSE | Healthcare · Diagnostics & Research | Small Cap | 1049 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AMathew P. Arens
with First Light Asset Management, LLC
10,759,5868.4%New 5%+ stakeJun 30, 2026No 13F filer matched
13GFirst Trust Portfolios L.P.10,113,2617.8%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AMathew P. Arens10,759,586
8.4% of class · Jun 30, 2026New 5%+ stake
with First Light Asset Management, LLC
No 13F filer matched
13GFirst Trust Portfolios L.P.10,113,261
7.8% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,590,055
0.0% of portfolio›$47.6M
Citigroup Inc926,411
0.0% of portfolio›$17.0M
Principal Financial Group Inc823,247
0.0% of portfolio›$15.1M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.619,819
0.3% of portfolio›$11.4M
Granite Investment Partners, LLC274,350
0.3% of portfolio›$5.0M
Harbor Capital Advisors, Inc.174,981
0.0% of portfolio›$3.2K
New York State Teachers Retirement System149,380
0.0% of portfolio›$2.7K
Perkins Capital Management Inc108,040
1.4% of portfolio›$2.0M
Hussman Strategic Advisors, Inc.105,000
0.4% of portfolio›$1.9M
Creative Planning75,945
0.0% of portfolio›$1.4M
Louisiana State Employees Retirement System54,700
0.0% of portfolio›$1.0M
Moody National Bank Trust Division50,345
0.1% of portfolio›$924.3K
Choreo, LLC48,927
0.0% of portfolio›$898.3K
Wealth Enhancement Advisory Services, LLC41,343
0.0% of portfolio›$662.3K
Silverberg Bernstein Capital Management LLC34,980
0.3% of portfolio›$642.2K
Arizona State Retirement System34,807
0.0% of portfolio›$639.1K
Inspire Investing, LLC34,344
0.0% of portfolio›$630.6K
Amalgamated Bank33,390
0.0% of portfolio›$613
Yousif Capital Management, LLC33,075
0.0% of portfolio›$607.3K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS30,270
0.0% of portfolio›$555.8K
Highland Capital Management, LLC29,534
0.0% of portfolio›$542.2K
Oregon Public Employees Retirement Fund28,777
0.0% of portfolio›$528.3K
State of Alaska, Department of Revenue27,835
0.0% of portfolio›$510
Cambridge Investment Research Advisors, Inc.24,655
0.0% of portfolio›$453
Howland Capital Management LLC21,121
0.0% of portfolio›$387.8K
State of Wyoming20,267
0.0% of portfolio›$372.1K
First United Bank & Trust19,000
0.1% of portfolio›$348.8K
Pictet Asset Management Holding SA18,414
0.0% of portfolio›$338.1K
ProShare Advisors LLC17,792
0.0% of portfolio›$326.7K
Mutual of America Capital Management LLC14,660
0.0% of portfolio›$269.2K
Xponance LLC12,223
0.0% of portfolio›$224.4K
Perigon Wealth Management, LLC11,690
0.0% of portfolio›$214.6K
Atria Investments, Inc10,881
0.0% of portfolio›$199.8K
Caitong International Asset Management Co., Ltd9,134
0.0% of portfolio›$167.7K
Holos Integrated Wealth LLC6,500
0.0% of portfolio›$106.7K
Simplex Trading, LLC5,970
0.0% of portfolio›$109.6K
CFG Wealth Management Services, Inc.5,473
0.1% of portfolio›$97.3K
KBC Group NV4,203
0.0% of portfolio›$77
Assetmark, Inc3,841
0.0% of portfolio›$70.5K
Fulcrum Asset Management LLP3,398
0.0% of portfolio›$63.7K
DekaBank Deutsche Girozentrale3,119
0.0% of portfolio›$58
Pinnacle Wealth Planning Services, Inc.2,906
0.0% of portfolio›$53.4K
Gamma Investing LLC2,782
0.0% of portfolio›$51.1K
Sterling Capital Management LLC2,706
0.0% of portfolio›$49.7K
Nisa Investment Advisors, LLC2,699
0.0% of portfolio›$49.6K
Versant Capital Management, Inc1,708
0.0% of portfolio›$31.4K
Farther Finance Advisors, LLC1,701
0.0% of portfolio›$31.2K
Root Financial Partners, LLC1,576
0.0% of portfolio›$28.9K
Cassaday & Co Wealth Management LLC1,469
0.0% of portfolio›$27.0K
SBI Securities Co., Ltd.1,254
0.0% of portfolio›$23.0K
EverSource Wealth Advisors, LLC1,124
0.0% of portfolio›$20.6K
Essential Partners LLC1,119
0.0% of portfolio›$20.5K
Kelleher Financial Advisors1,000
0.0% of portfolio›$18.4K
Parallel Advisors, LLC983
0.0% of portfolio›$18.0K
Fortitude Family Office, LLC979
0.0% of portfolio›$18.0K
Salomon & Ludwin, LLC904
0.0% of portfolio›$16.6K
Ascentis Wealth Management, LLC773
0.0% of portfolio›$14.2K
First Horizon Corp737
0.0% of portfolio›$13.5K
IFP Advisors, Inc733
0.0% of portfolio›$13.5K
Strs Ohio600
0.0% of portfolio›$11.0K
Bayforest Capital Ltd569
0.0% of portfolio›$10.4K
Wolverine Asset Management LLC560
0.0% of portfolio›$10.3K
Owl Creek Wealth Partners LLC500
0.0% of portfolio›$9.2K
SJS Investment Consulting Inc.480
0.0% of portfolio›$8.8K
Miller Global Investments, LLC457
0.0% of portfolio›$8.4K
Private Wealth Management Group, LLC329
0.0% of portfolio›$6.0K
Elyxium Wealth, LLC322
0.0% of portfolio›$5.9K
Parkside Financial Bank & Trust306
0.0% of portfolio›$5.6K
Provenance Wealth Advisors, LLC285
0.0% of portfolio›$5.2K
MassMutual Private Wealth & Trust, FSB239
0.0% of portfolio›$4.4K
Grove Bank & Trust200
0.0% of portfolio›$3.7K
Farmers & Merchants Investments Inc131
0.0% of portfolio›$2.4K
Signaturefd, LLC129
0.0% of portfolio›$2.4K
Physician Wealth Advisors, Inc.112
0.0% of portfolio›$2.1K
Arlington Trust Co LLC108
0.0% of portfolio›$2.0K
Clark Wealth Partners108
0.0% of portfolio›$2.0K
True Wealth Design, LLC98
0.0% of portfolio›$1.8K
Aspect Partners, LLC81
0.0% of portfolio›$1.5K
Creative Financial Designs Inc80
0.0% of portfolio›$1.5K
UMB Private Wealth Management, LLC54
0.0% of portfolio›$991
Spire Wealth Management51
0.0% of portfolio›$936
Beutel, Goodman & Co Ltd.50
0.0% of portfolio›$0
Markowski Investments46
0.0% of portfolio›$845
Bell Investment Advisors, Inc43
0.0% of portfolio›$790
Valley National Advisers Inc23
0.0% of portfolio›$423
Covestor Ltd21
0.0% of portfolio›$0
JFS Wealth Advisors, LLC20
0.0% of portfolio›$368
Gilpin Wealth Management, LLC13
0.0% of portfolio›$239
Abound Wealth Management9
0.0% of portfolio›$166
Financial Consulate, Inc7
0.0% of portfolio›$129
Davis Capital Management7
0.0% of portfolio›$129
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,590,055$47.6M0.0%IndexLowAustin, TX2026-11-04
Citigroup Inc
926,411$17.0M0.0%CoreMediumNew York, NY2026-11-04
Principal Financial Group Inc
823,247$15.1M0.0%CoreLowDes Moines, IA2026-11-02
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
619,819$11.4M0.3%CoreHighTurin, Latvia2026-10-22
Granite Investment Partners, LLC
274,350$5.0M0.3%CoreMediumEl Segundo, CA2026-11-04
Harbor Capital Advisors, Inc.
174,981$3.2K0.0%ValueHighChicago, IL2026-10-22
New York State Teachers Retirement System
149,380$2.7K0.0%CoreVery LowAlbany, NY2026-10-22
Perkins Capital Management Inc
108,040$2.0M1.4%GrowthLowWayzata, MN2026-11-02
Hussman Strategic Advisors, Inc.
105,000$1.9M0.4%YieldVery HighEllicott City, MD2026-11-02
Creative Planning
75,945$1.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Louisiana State Employees Retirement System
54,700$1.0M0.0%IndexLowBaton Rouge, LA2026-10-20
Moody National Bank Trust Division
50,345$924.3K0.1%CoreMediumGalveston, TX2026-10-06
Choreo, LLC
48,927$898.3K0.0%IndexLowRockford, IL2026-10-28
Wealth Enhancement Advisory Services, LLC
41,343$662.3K0.0%CoreLowPlymouth, MN2026-10-13
Silverberg Bernstein Capital Management LLC
34,980$642.2K0.3%GrowthVery LowArmonk, NY2026-10-13
Arizona State Retirement System
34,807$639.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Inspire Investing, LLC
34,344$630.6K0.0%GARPHighMeridian, ID2026-10-22
Amalgamated Bank
33,390$6130.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
33,075$607.3K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
30,270$555.8K0.0%CoreLowHarrisburg, PA2026-11-03
Highland Capital Management, LLC
29,534$542.2K0.0%GrowthMediumMemphis, TN2026-10-26
Oregon Public Employees Retirement Fund
28,777$528.3K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
27,835$5100.0%CoreVery LowJuneau, AK2026-10-15
Cambridge Investment Research Advisors, Inc.
24,655$4530.0%ETFLowFairfield, IA2026-11-02
Howland Capital Management LLC
21,121$387.8K0.0%CoreLowBoston, MA2026-10-22
State of Wyoming
20,267$372.1K0.0%ValueHighCheyenne, WY2026-10-28
First United Bank & Trust
19,000$348.8K0.1%CoreLowOakland, MD2026-10-22
Pictet Asset Management Holding SA
18,414$338.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
17,792$326.7K0.0%GrowthLowBethesda, MD2026-10-29
Mutual of America Capital Management LLC
14,660$269.2K0.0%IndexLowNew York, NY2026-10-23
Xponance LLC
12,223$224.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Perigon Wealth Management, LLC
11,690$214.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Atria Investments, Inc
10,881$199.8K0.0%CoreMediumCharlotte, NC2026-10-15
Caitong International Asset Management Co., Ltd
9,134$167.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Holos Integrated Wealth LLC
6,500$106.7K0.0%ETFLowKennett Square, PA2026-10-23
Simplex Trading, LLC
5,970$109.6K0.0%CoreVery HighChicago, IL2026-11-04
CFG Wealth Management Services, Inc.
5,473$97.3K0.1%ETFLowIndianapolis, XX2026-10-21
KBC Group NV
4,203$770.0%CoreMediumBrussels, Czech Republic2026-10-22
Assetmark, Inc
3,841$70.5K0.0%ETFLowConcord, CA2026-10-21
Fulcrum Asset Management LLP
3,398$63.7K0.0%CoreMediumLondon, United Kingdom2026-11-04
DekaBank Deutsche Girozentrale
3,119$580.0%CoreLowFrankfurt, Hong Kong2026-10-27
Pinnacle Wealth Planning Services, Inc.
2,906$53.4K0.0%GARPLowMansfield, OH2026-10-27
Gamma Investing LLC
2,782$51.1K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
2,706$49.7K0.0%GARPMediumCharlotte, NC2026-10-22
Nisa Investment Advisors, LLC
2,699$49.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Versant Capital Management, Inc
1,708$31.4K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
1,701$31.2K0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
1,576$28.9K0.0%ETFMediumEncinitas, CA2026-10-21
Cassaday & Co Wealth Management LLC
1,469$27.0K0.0%ETFVery LowMclean, VA2026-10-27
SBI Securities Co., Ltd.
1,254$23.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
EverSource Wealth Advisors, LLC
1,124$20.6K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
1,119$20.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Kelleher Financial Advisors
1,000$18.4K0.0%CoreMediumNew York, NY2026-10-30
Parallel Advisors, LLC
983$18.0K0.0%IndexLowSan Francisco, CA2026-11-03
Fortitude Family Office, LLC
979$18.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Salomon & Ludwin, LLC
904$16.6K0.0%ETFVery LowRichmond, VA2026-10-29
Ascentis Wealth Management, LLC
773$14.2K0.0%Agg GrowthLowDallas, TX2026-11-03
First Horizon Corp
737$13.5K0.0%CoreLowMemphis, TN2026-10-26
IFP Advisors, Inc
733$13.5K0.0%GrowthLowTampa, FL2026-10-16
Strs Ohio
600$11.0K0.0%CoreMediumColumbus, OH2026-10-30
Bayforest Capital Ltd
569$10.4K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Wolverine Asset Management LLC
560$10.3K0.0%Deep ValueVery HighChicago, IL2026-11-02
Owl Creek Wealth Partners LLC
500$9.2K0.0%IndexLowGreenwood Village, CO2026-10-20
SJS Investment Consulting Inc.
480$8.8K0.0%ETFVery LowSylvania, OH2026-10-26
Miller Global Investments, LLC
457$8.4K0.0%ValueMediumDallas, TX2026-10-02
Private Wealth Management Group, LLC
329$6.0K0.0%ETFLowPrinceton, NJ2026-10-19
Elyxium Wealth, LLC
322$5.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Parkside Financial Bank & Trust
306$5.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Provenance Wealth Advisors, LLC
285$5.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
MassMutual Private Wealth & Trust, FSB
239$4.4K0.0%CoreLowSpringfield, MA2026-10-05
Grove Bank & Trust
200$3.7K0.0%ETFLowMiami, FL2026-10-08
Farmers & Merchants Investments Inc
131$2.4K0.0%CoreVery LowLincoln, NE2026-10-22
Signaturefd, LLC
129$2.4K0.0%IndexLowAtlanta, GA2026-10-23
Physician Wealth Advisors, Inc.
112$2.1K0.0%ETFMediumMidvale, UT2026-10-20
Arlington Trust Co LLC
108$2.0K0.0%ETFMediumBirmingham, AL2026-10-20
Clark Wealth Partners
108$2.0K0.0%ETFVery LowO'Fallon, IL2026-10-19
True Wealth Design, LLC
98$1.8K0.0%ETFMediumAkron, OH2026-10-13
Aspect Partners, LLC
81$1.5K0.0%ETFMediumFairfax, VA2026-10-20
Creative Financial Designs Inc
80$1.5K0.0%ETFMediumKokomo, IN2026-11-04
UMB Private Wealth Management, LLC
54$9910.0%GrowthN/AKansas City, MO2026-10-19
Spire Wealth Management
51$9360.0%GrowthMediumMclean, VA2026-10-30
Beutel, Goodman & Co Ltd.
50$00.0%ValueMediumToronto, Australia2026-11-04
Markowski Investments
46$8450.0%ETFN/ATampa, FL2026-10-30
Bell Investment Advisors, Inc
43$7900.0%ETFVery LowOrinda, CA2026-10-29
Valley National Advisers Inc
23$4230.0%ETFLowBethlehem, PA2026-10-23
Covestor Ltd
21$00.0%ValueHighLondon, United Kingdom2026-10-30
JFS Wealth Advisors, LLC
20$3680.0%ETFVery LowHermitage, PA2026-11-03
Gilpin Wealth Management, LLC
13$2390.0%GrowthLowDenver, CO2026-10-09
Abound Wealth Management
9$1660.0%ETFVery LowFranklin, TN2026-10-26
Financial Consulate, Inc
7$1290.0%ETFLowHunt Valley, MD2026-10-23
Davis Capital Management
7$1290.0%CoreLowJacksonville, FL2026-10-08