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NewtekOne (NEWT) Institutional Ownership

NewtekOne logo
$11.19 +0.04 (+0.36%)
Closing price 10/6/2026 04:00 PM Eastern
Extended Trading
$11.18 -0.01 (-0.13%)
As of 06:21 AM 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 Massive. 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)
44
Total
Institutional Inflows
(last 12 months)
$54.17M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$13.30M
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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
9/9/2026Sequoia Financial Advisors LLC13,047$193K0.0%N/A0.045%
9/9/2026Squarepoint Ops LLC173,340$2.57M0.0%+7.1%0.600%
8/27/2026Corient Private Wealth LP15,673$233K0.0%+17.1%0.054%
8/14/2026Ancora Advisors LLC3,108$46K0.0%N/A0.011%
8/6/2026Bank of New York Mellon Corp152,841$2.26M0.0%N/A0.529%
5/22/2026Segall Bryant & Hamill LLC63,433$695K0.0%+126.0%0.220%
5/19/2026Bank of America Corp DE65,442$717K0.0%+26.6%0.227%
5/16/2026Glen Eagle Advisors LLC2,671$29K0.0%-34.6%0.009%
5/16/2026Quantinno Capital Management LP80,543$882K0.0%+98.6%0.279%
5/15/2026North Reef Capital Management LP198,954$2.18M0.1%-48.6%0.689%
5/5/2026Bank of New York Mellon Corp138,506$1.52M0.0%+36.1%0.480%
4/30/2026Kestra Advisory Services LLC18,951$208K0.0%+6.8%0.066%
4/29/2026Dumont & Blake Investment Advisors LLC10,754$118K0.0%N/A0.037%
2/19/2026Invesco Ltd.44,519$505K0.0%-6.8%0.154%
2/18/2026Tudor Investment Corp ET AL15,254$173K0.0%-18.8%0.053%
2/18/2026Millennium Management LLC61,895$703K0.0%-30.6%0.214%
2/18/2026Man Group plc45,906$521K0.0%+6.4%0.159%
2/18/2026Bridgeway Capital Management LLC29,700$337K0.0%N/A0.103%
2/17/2026Almitas Capital LLC53,570$608K0.1%N/A0.185%
2/17/2026AQR Capital Management LLC535,523$6.08M0.0%-7.2%1.854%
2/17/2026Trexquant Investment LP145,253$1.65M0.0%+11.5%0.503%
2/17/2026Jump Financial LLC88,084$1M0.0%+21.8%0.305%
2/17/2026Price T Rowe Associates Inc. MD357,106$4.05M0.0%+1,987.6%1.236%
2/17/2026Russell Investments Group Ltd.25,720$292K0.0%-46.7%0.089%
2/17/2026Graham Capital Management L.P.33,034$375K0.0%+54.0%0.114%
2/16/2026Squarepoint Ops LLC131,707$1.50M0.0%N/A0.456%
2/16/2026Verition Fund Management LLC15,200$173K0.0%-59.7%0.053%
2/16/2026Mariner LLC10,708$122K0.0%-15.4%0.037%
2/16/2026Huber Capital Management LLC86,207$978K0.1%N/A0.298%
2/16/2026Barclays PLC46,818$531K0.0%+8.4%0.162%
2/13/2026Kestra Advisory Services LLC17,742$201K0.0%+13.7%0.061%
2/13/2026Marshall Wace LLP514,980$5.85M0.0%-7.6%1.783%
2/13/2026Segall Bryant & Hamill LLC28,064$319K0.0%-89.6%0.097%
2/13/2026Arkadios Wealth Advisors16,827$191K0.0%-8.4%0.058%
2/13/2026First Trust Advisors LP97,214$1.10M0.0%+7.0%0.336%
2/13/2026State Street Corp501,904$5.79M0.0%-2.0%1.737%
2/13/2026Ieq Capital LLC45,942$521K0.0%-24.9%0.159%
2/13/2026Boston Partners79,789$906K0.0%-1.9%0.276%
2/13/2026Wells Fargo & Company MN39,082$444K0.0%+21.5%0.135%
2/12/2026Jane Street Group LLC94,502$1.07M0.0%+131.5%0.327%
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2/12/2026Nuveen LLC272,791$3.10M0.0%+99.2%0.944%
2/11/2026Cerity Partners LLC13,714$156K0.0%+18.0%0.047%
2/11/2026LPL Financial LLC21,220$241K0.0%+3.8%0.073%
2/11/2026Los Angeles Capital Management LLC7,059$80K0.0%-78.2%0.024%
2/10/2026Goldman Sachs Group Inc.549,239$6.23M0.0%+119.3%1.901%
2/9/2026Geode Capital Management LLC617,989$7.02M0.0%-1.6%2.139%
2/9/2026Jefferies Financial Group Inc.35,000$397K0.0%N/A0.121%
2/6/2026GSA Capital Partners LLP99,170$1.13M0.1%N/A0.343%
2/5/20261620 Investment Advisors Inc.24,637$280K0.2%-26.6%0.085%
1/28/2026Barrett & Company Inc.106,020$1.20M0.4%-18.1%0.367%
1/8/2026Wealth Enhancement Advisory Services LLC11,901$142K0.0%-11.2%0.041%
1/1/2026JPMorgan Chase & Co.199,297$2.28M0.0%-5.1%0.690%
1/1/2026Tudor Investment Corp ET AL18,784$215K0.0%-82.9%0.065%
12/9/2025Tudor Investment Corp ET AL18,784$215K0.0%-82.9%0.065%
11/18/2025Advisory Services Network LLC4,000$46K0.0%N/A0.014%
11/17/2025Verition Fund Management LLC37,730$432K0.0%-10.7%0.131%
11/17/2025North Reef Capital Management LP386,924$4.43M0.2%N/A1.339%
11/17/2025Mercer Global Advisors Inc. ADV16,711$191K0.0%N/A0.058%
11/17/2025Millennium Management LLC89,225$1.02M0.0%-47.2%0.309%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,667$134K0.0%-14.0%0.040%
11/17/2025Bank of America Corp DE106,898$1.22M0.0%-21.2%0.370%
11/17/2025Bard Associates Inc.121,639$1.39M0.4%-3.3%0.421%
11/17/2025Boothbay Fund Management LLC15,338$176K0.0%-21.1%0.053%
11/17/2025Aquatic Capital Management LLC7,441$85K0.0%-30.9%0.026%
11/17/2025Ameriprise Financial Inc.140,327$1.61M0.0%-2.3%0.486%
11/14/2025Creative Planning45,044$516K0.0%N/A0.156%
11/14/2025Ancora Advisors LLC139,332$1.60M0.0%-1.8%0.482%
11/14/2025Raymond James Financial Inc.20,388$233K0.0%-55.3%0.071%
11/14/2025Man Group plc43,145$494K0.0%+7.5%0.149%
11/14/2025Patriot Financial Partners GP II L.P.2,307,692$26.42M8.4%N/A7.988%
11/14/2025Two Sigma Investments LP223,622$2.56M0.0%+106.6%0.774%
11/13/2025Boston Partners81,319$931K0.0%+14.5%0.281%
11/13/2025Marshall Wace LLP557,532$6.38M0.0%-10.6%1.930%
11/13/2025BNP Paribas Financial Markets21,484$246K0.0%+43.3%0.074%
11/13/2025Russell Investments Group Ltd.48,227$552K0.0%+47.6%0.167%
11/13/2025First Trust Advisors LP90,814$1.04M0.0%-6.1%0.314%
11/12/2025Segall Bryant & Hamill LLC270,806$3.10M0.0%-4.9%0.937%
11/12/2025Quantbot Technologies LP5,870$67K0.0%-37.9%0.020%
11/12/2025R Squared Ltd19,658$225K0.1%N/A0.068%
11/12/2025Intech Investment Management LLC10,334$118K0.0%-14.8%0.036%
11/7/2025Vanguard Group Inc.1,459,051$16.71M0.0%+1.9%5.543%
11/7/2025JPMorgan Chase & Co.199,297$2.28M0.0%-5.1%0.757%
11/6/2025LSV Asset Management131,800$1.51M0.0%+18.4%0.501%
11/6/2025Rhumbline Advisers35,305$404K0.0%-3.1%0.134%
11/3/2025AlphaQuest LLC21,752$249K0.0%+257.1%0.083%
10/31/2025Barrett & Company Inc.129,379$1.48M0.5%-1.5%0.492%
10/30/2025Bailard Inc.23,400$268K0.0%N/A0.089%
10/29/2025Arkadios Wealth Advisors18,372$210K0.0%-11.8%0.070%
10/29/2025Wealth Enhancement Advisory Services LLC13,404$150K0.0%N/A0.051%
10/28/2025Campbell & CO Investment Adviser LLC43,600$499K0.0%-33.7%0.166%
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10/15/2025CWM LLC21,289$244K0.0%+147.3%0.081%
8/15/2025Man Group plc40,138$453K0.0%+6.1%0.153%
8/15/2025BNP Paribas Financial Markets14,995$169K0.0%-16.7%0.057%
8/15/2025Boothbay Fund Management LLC19,434$219K0.0%-74.9%0.074%
8/15/2025Bank of America Corp DE135,578$1.53M0.0%+20.0%0.515%
8/15/2025Ameriprise Financial Inc.143,607$1.62M0.0%+73.0%0.546%
8/15/2025AQR Capital Management LLC355,847$4.01M0.0%+111.5%1.352%
8/14/2025Jane Street Group LLC35,378$399K0.0%-3.5%0.134%
8/14/2025Raymond James Financial Inc.45,620$515K0.0%+20.2%0.173%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,570$153K0.0%-6.0%0.052%


NEWT Institutional Ownership - Frequently Asked Questions

During the previous two years, 110 institutional investors and hedge funds held shares of NewtekOne. The most heavily invested institutionals were Patriot Financial Partners GP II L.P. ($26.42M), Vanguard Group Inc. ($16.71M), Geode Capital Management LLC ($7.02M), Goldman Sachs Group Inc. ($6.23M), Royce & Associates LP ($6.22M), AQR Capital Management LLC ($6.08M), and Marshall Wace LLP ($5.85M).Learn more on NewtekOne's institutional investors.

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

Of the 96 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: Patriot Financial Partners GP II L.P. ($2.31M), North Reef Capital Management LP ($386.92K), Wellington Management Group LLP ($354.62K), Price T Rowe Associates Inc. MD ($342.63K), Segall Bryant & Hamill LLC ($320.12K), AQR Capital Management LLC ($314.44K), and Bank of New York Mellon Corp ($302.83K).

Institutional investors have bought a total of 4,694,768 shares in the last 24 months. This purchase volume represents approximately $54.17M in transactions.

Of the 34 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: Segall Bryant & Hamill LLC ($256.69K), North Reef Capital Management LP ($187.97K), Tudor Investment Corp ET AL ($185.11K), Marshall Wace LLP ($108.56K), Millennium Management LLC ($107.08K), AQR Capital Management LLC ($41.45K), and Bank of America Corp DE ($28.68K).

Institutional investors have sold a total of 1,174,056 shares in the last 24 months. This volume of shares sold represents approximately $13.30M in transactions.


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Institutional ownership data for NASDAQ:NEWT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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