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NewtekOne (NEWT) Institutional Ownership

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$11.95 +0.27 (+2.31%)
Closing price 07/2/2025 04:00 PM Eastern
Extended Trading
$11.96 +0.02 (+0.13%)
As of 07/2/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for NewtekOne (NASDAQ:NEWT)

Current
Institutional Ownership
Percentage
38.35%
Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$31.69M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$18.61M
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NEWT Institutional Buying and Selling by Quarter

NewtekOne Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2025Rhumbline Advisers34,325$411K0.0%-2.7%0.130%
5/19/2025Jane Street Group LLC36,676$439K0.0%+24.7%0.139%
5/16/2025Goldman Sachs Group Inc.206,395$2.47M0.0%-33.4%0.784%
5/16/2025Dynamic Technology Lab Private Ltd38,542$461K0.1%+246.2%0.146%
5/16/2025AQR Capital Management LLC168,269$2.01M0.0%+306.4%0.639%
5/15/2025EP Wealth Advisors LLC10,251$123K0.0%N/A0.039%
5/15/2025Cubist Systematic Strategies LLC35,235$421K0.0%-28.8%0.134%
5/15/2025Royal Bank of Canada23,639$282K0.0%+33.4%0.090%
5/15/2025Magnetar Financial LLC13,367$160K0.0%N/A0.051%
5/15/2025Trexquant Investment LP94,219$1.13M0.0%+27.5%0.358%
5/14/2025Jump Financial LLC33,114$396K0.0%+217.1%0.126%
5/14/2025AlphaQuest LLC20,117$241K0.0%+49.4%0.077%
5/14/2025Wellington Management Group LLP98,676$1.18M0.0%-61.1%0.375%
5/13/2025Algert Global LLC25,843$309K0.0%+27.6%0.098%
5/13/2025American Century Companies Inc.85,077$1.02M0.0%-24.3%0.324%
5/13/2025Kovitz Investment Group Partners LLC10,527$126K0.0%N/A0.040%
5/13/2025Russell Investments Group Ltd.48,432$579K0.0%+14.3%0.184%
5/12/2025Nuveen LLC63,362$758K0.0%N/A0.241%
5/12/2025Invesco Ltd.40,987$490K0.0%-3.7%0.156%
5/12/2025Connor Clark & Lunn Investment Management Ltd.158,982$1.90M0.0%+37.3%0.605%
5/9/2025Deutsche Bank AG17,315$207K0.0%-15.9%0.066%
5/8/2025XTX Topco Ltd10,515$126K0.0%N/A0.040%
5/7/2025Corton Capital Inc.11,288$135K0.4%-58.3%0.043%
5/6/2025Royce & Associates LP520,035$6.22M0.1%+16.2%1.978%
5/6/2025Y Intercept Hong Kong Ltd20,390$244K0.0%N/A0.078%
5/2/2025Segall Bryant & Hamill LLC156,973$1.88M0.0%N/A0.597%
4/30/2025Alps Advisors Inc.29,475$353K0.0%-5.8%0.112%
4/29/2025Bank of New York Mellon Corp269,790$3.23M0.0%-3.3%1.026%
4/22/2025Cambridge Investment Research Advisors Inc.12,780$153K0.0%+8.3%0.049%
4/21/2025Barrett & Company Inc.137,276$1.64M0.7%-8.2%0.522%
3/24/2025Wellington Management Group LLP253,627$3.24M0.0%+66.2%0.965%
2/18/2025Glen Eagle Advisors LLC6,566$84K0.0%-22.5%0.025%
2/18/2025Connective Capital Management LLC19,557$250K0.3%N/A0.074%
2/17/2025Two Sigma Investments LP90,407$1.15M0.0%+24.2%0.344%
2/17/2025Man Group plc50,790$649K0.0%+13.0%0.193%
2/17/2025Nuveen Asset Management LLC68,230$871K0.0%+59.3%0.259%
2/17/2025Millennium Management LLC76,260$974K0.0%-14.6%0.290%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,806$176K0.0%+8.5%0.052%
2/17/2025Graham Capital Management L.P.22,049$282K0.0%+42.0%0.084%
2/17/2025D. E. Shaw & Co. Inc.105,855$1.35M0.0%+73.9%0.402%
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2/17/2025Corton Capital Inc.27,057$346K0.2%N/A0.103%
2/17/2025Cubist Systematic Strategies LLC49,516$632K0.0%+328.8%0.188%
2/17/2025Bank of America Corp DE71,039$907K0.0%+31.2%0.270%
2/17/2025BNP Paribas Financial Markets11,085$142K0.0%-20.0%0.042%
2/17/2025Algert Global LLC20,253$259K0.0%-11.8%0.077%
2/14/2025Jane Street Group LLC29,402$375K0.0%+25.6%0.112%
2/14/2025Northern Trust Corp210,102$2.68M0.0%+9.6%0.799%
2/14/2025Tudor Investment Corp ET AL108,516$1.39M0.0%+24.6%0.412%
2/14/2025Aquatic Capital Management LLC5,484$70K0.0%+66.2%0.021%
2/14/2025Boothbay Fund Management LLC116,892$1.49M0.0%+6.7%0.444%
2/14/2025Price T Rowe Associates Inc. MD14,115$181K0.0%+22.9%0.054%
2/14/2025Tower Research Capital LLC TRC2,557$33K0.0%+199.4%0.010%
2/14/2025First Trust Advisors LP93,941$1.20M0.0%-7.4%0.357%
2/13/2025Marshall Wace LLP260,960$3.33M0.0%-11.1%0.992%
2/13/2025Jump Financial LLC10,442$133K0.0%-50.9%0.040%
2/13/2025Barclays PLC38,598$492K0.0%+27.8%0.147%
2/13/2025LSV Asset Management23,000$294K0.0%N/A0.087%
2/13/2025Raymond James Financial Inc.88,124$1.13M0.0%N/A0.335%
2/13/2025Dynamic Technology Lab Private Ltd11,133$142K0.0%-29.5%0.042%
2/13/2025Wells Fargo & Company MN21,568$275K0.0%+33.8%0.082%
2/12/2025Trexquant Investment LP73,869$943K0.0%-34.1%0.281%
2/12/2025Geode Capital Management LLC584,541$7.47M0.0%+1.9%2.222%
2/12/2025Alliancebernstein L.P.26,570$339K0.0%-5.3%0.101%
2/12/2025Wellington Management Group LLP253,627$3.24M0.0%+66.2%0.964%
2/12/2025JPMorgan Chase & Co.139,517$1.78M0.0%+308.9%0.530%
2/11/2025Jackson Thornton Wealth Management LLC26,574$339K0.0%N/A0.101%
2/11/2025Vanguard Group Inc.1,383,321$17.67M0.0%-2.7%5.258%
2/11/2025American Century Companies Inc.112,400$1.44M0.0%+116.6%0.427%
2/11/2025Quantbot Technologies LP4,283$55K0.0%N/A0.016%
2/11/20251620 Investment Advisors Inc.33,846$432K0.3%N/A0.129%
2/11/2025Semanteon Capital Management LP16,442$210K0.1%N/A0.062%
2/10/2025Royce & Associates LP447,461$5.71M0.1%-40.4%1.701%
2/10/2025Connor Clark & Lunn Investment Management Ltd.115,821$1.48M0.0%+27.0%0.440%
2/7/2025Founders Financial Alliance LLC29,216$373K0.1%-36.0%0.111%
2/7/2025AlphaQuest LLC13,465$172K0.0%-59.9%0.051%
2/6/2025Raymond James Financial Inc.88,124$1.13M0.0%N/A0.335%
2/6/2025Bard Associates Inc.127,657$1.65M0.6%+6.1%0.485%
2/5/2025Bailard Inc.20,100$257K0.0%N/A0.076%
2/4/2025Bank of New York Mellon Corp279,001$3.56M0.0%+68.3%1.060%
1/28/2025Barrett & Company Inc.149,526$1.91M0.8%-1.4%0.568%
1/17/2025SG Americas Securities LLC11,274$144K0.0%+39.0%0.043%
1/17/2025Nisa Investment Advisors LLC4,316$56K0.0%+137.7%0.016%
1/10/2025Harbor Capital Advisors Inc.6,542$84K0.0%-13.3%0.025%
12/26/2024JPMorgan Chase & Co.34,120$425K0.0%+94.7%0.130%
11/19/2024Barclays PLC30,201$376K0.0%+285.2%0.115%
11/16/2024Geode Capital Management LLC573,608$7.15M0.0%+4.0%2.181%
11/15/2024Barclays PLC30,201$376K0.0%+285.2%0.115%
11/15/2024Y Intercept Hong Kong Ltd29,473$367K0.0%N/A0.112%
11/15/2024Glen Eagle Advisors LLC8,476$106K0.0%-54.0%0.032%
11/15/2024Jane Street Group LLC23,416$292K0.0%-43.6%0.089%
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11/15/2024Wellington Management Group LLP152,638$1.90M0.0%N/A0.580%
11/15/2024State Street Corp474,419$5.91M0.0%+1.0%1.804%
11/15/2024Paloma Partners Management Co15,796$197K0.0%N/A0.061%
11/14/2024Tradition Wealth Management LLC12,391$154K0.0%-18.5%0.048%
11/13/2024BNP Paribas Financial Markets13,863$173K0.0%+28.7%0.053%
11/13/2024FMR LLC2,559$32K0.0%+253.5%0.010%
11/13/2024Dynamic Technology Lab Private Ltd15,782$197K0.0%N/A0.061%
11/8/2024Connor Clark & Lunn Investment Management Ltd.91,226$1.14M0.0%+245.1%0.351%
11/7/2024Quest Partners LLC33,618$419K0.0%+156.0%0.129%
11/6/2024Bard Associates Inc.120,354$1.50M0.5%-2.0%0.464%
(Data available from 1/1/2016 forward)

NEWT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NEWT shares?

During the previous two years, 92 institutional investors and hedge funds held shares of NewtekOne. The most heavily invested institutionals were Vanguard Group Inc. ($17.67M), Geode Capital Management LLC ($7.47M), Royce & Associates LP ($6.22M), State Street Corp ($5.91M), Marshall Wace LLP ($3.33M), Bank of New York Mellon Corp ($3.23M), and Northern Trust Corp ($2.68M).Learn more on NewtekOne's institutional investors.

What percentage of NewtekOne's stock is owned by institutional investors?

38.35% of NewtekOne's stock is owned by institutional investors. Learn more on NEWT's institutional investor holdings.

Which institutional investors have been buying NewtekOne's stock?

Of the 76 institutional investors that purchased NewtekOne's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($354.62K), International Assets Investment Management LLC ($247.93K), Marshall Wace LLP ($180.47K), Raymond James Financial Inc. ($176.25K), AQR Capital Management LLC ($158.91K), Segall Bryant & Hamill LLC ($156.97K), and Connor Clark & Lunn Investment Management Ltd. ($132.55K).

How much institutional buying is happening at NewtekOne?

Institutional investors have bought a total of 2,537,881 shares in the last 24 months. This purchase volume represents approximately $31.69M in transactions.

Which of NewtekOne's major shareholders have been selling company stock?

Of the 33 institutional investors that sold NewtekOne's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royce & Associates LP ($852.34K), Wellington Management Group LLP ($154.95K), Goldman Sachs Group Inc. ($103.42K), Vanguard Group Inc. ($38.31K), Trexquant Investment LP ($38.15K), Marshall Wace LLP ($32.72K), and Quest Partners LLC ($27.42K).

How much institutional selling is happening at NewtekOne?

Institutional investors have sold a total of 1,494,381 shares in the last 24 months. This volume of shares sold represents approximately $18.61M in transactions.


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This page (NASDAQ:NEWT) was last updated on 7/3/2025 by MarketBeat.com Staff
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