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NewtekOne (NEWT) Institutional Ownership

NewtekOne logo
$13.10 +0.26 (+2.02%)
Closing price 05/14/2026 04:00 PM Eastern
Extended Trading
$13.10 +0.01 (+0.04%)
As of 05/14/2026 05:41 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 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)
60
Total
Institutional Inflows
(last 12 months)
$66.18M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$14.21M
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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
5/5/2026 Bank of New York Mellon Corp138,506$1.52M0.0%+36.1%0.480%
4/30/2026 Kestra Advisory Services LLC18,951$208K0.0%+6.8%0.066%
4/29/2026 Dumont & Blake Investment Advisors LLC10,754$118K0.0%N/A0.037%
2/19/2026 Invesco 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%
2/17/2026 Russell 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%
2/16/2026 Mariner LLC10,708$122K0.0%-15.4%0.037%
2/16/2026 Huber Capital Management LLC86,207$978K0.1%N/A0.298%
2/16/2026Barclays PLC46,818$531K0.0%+8.4%0.162%
2/13/2026 Kestra 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%
2/13/2026 First 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%
2/13/2026 Boston Partners79,789$906K0.0%-1.9%0.276%
2/13/2026 Wells Fargo & Company MN39,082$444K0.0%+21.5%0.135%
2/12/2026 Jane Street Group LLC94,502$1.07M0.0%+131.5%0.327%
2/12/2026 Nuveen LLC272,791$3.10M0.0%+99.2%0.944%
2/11/2026Cerity Partners LLC13,714$156K0.0%+18.0%0.047%
2/11/2026 LPL Financial LLC21,220$241K0.0%+3.8%0.073%
2/11/2026 Los 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%
2/6/2026 GSA Capital Partners LLP99,170$1.13M0.1%N/A0.343%
2/5/2026 1620 Investment Advisors Inc.24,637$280K0.2%-26.6%0.085%
1/28/2026 Barrett & Company Inc.106,020$1.20M0.4%-18.1%0.367%
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1/8/2026 Wealth Enhancement Advisory Services LLC11,901$142K0.0%-11.2%0.041%
1/1/2026 JPMorgan 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%
11/17/2025 Bard 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%
11/14/2025 Creative 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%
11/14/2025 Patriot 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%
11/13/2025 Boston Partners81,319$931K0.0%+14.5%0.281%
11/13/2025Marshall Wace LLP557,532$6.38M0.0%-10.6%1.930%
11/13/2025 BNP Paribas Financial Markets21,484$246K0.0%+43.3%0.074%
11/13/2025 Russell Investments Group Ltd.48,227$552K0.0%+47.6%0.167%
11/13/2025 First 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%
11/12/2025 Quantbot Technologies LP5,870$67K0.0%-37.9%0.020%
11/12/2025 R Squared Ltd19,658$225K0.1%N/A0.068%
11/12/2025 Intech 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%
11/7/2025 JPMorgan Chase & Co.199,297$2.28M0.0%-5.1%0.757%
11/6/2025 LSV Asset Management131,800$1.51M0.0%+18.4%0.501%
11/6/2025 Rhumbline Advisers35,305$404K0.0%-3.1%0.134%
11/3/2025 AlphaQuest LLC21,752$249K0.0%+257.1%0.083%
10/31/2025 Barrett & Company Inc.129,379$1.48M0.5%-1.5%0.492%
10/30/2025 Bailard Inc.23,400$268K0.0%N/A0.089%
10/29/2025Arkadios Wealth Advisors18,372$210K0.0%-11.8%0.070%
10/29/2025 Wealth Enhancement Advisory Services LLC13,404$150K0.0%N/A0.051%
10/28/2025Campbell & CO Investment Adviser LLC43,600$499K0.0%-33.7%0.166%
10/15/2025CWM LLC21,289$244K0.0%+147.3%0.081%
8/15/2025Man Group plc40,138$453K0.0%+6.1%0.153%
8/15/2025 BNP 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%
8/14/2025 Jane 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%
Iran's New Leader Just Said Something That Should Terrify Every American (Ad)

Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of the world's oil passing through that corridor, crude has already crossed $100 per barrel. History shows gold surged 571% during the 1973 oil crisis and 425% in 1979. Today, the U.S. holds 8,133 tonnes of gold valued on the books at $42.22 per ounce - while gold trades above $5,000. American Alternative Assets has released The Great Gold Reset report detailing what this gap could mean for investors.tc pixel

Claim your free copy of The Great Gold Reset report today
8/13/2025Jump Financial LLC70,378$794K0.0%+112.5%0.267%
8/13/2025Marshall Wace LLP623,540$7.03M0.0%+42.9%2.367%
8/13/2025 First Trust Advisors LP96,747$1.09M0.0%+4.6%0.367%
8/13/2025 Invesco Ltd.46,649$526K0.0%+13.8%0.177%
8/13/2025 Quantbot Technologies LP9,452$107K0.0%N/A0.036%
8/13/2025 Russell Investments Group Ltd.32,666$368K0.0%-32.6%0.124%
8/12/2025 Boston Partners71,050$801K0.0%N/A0.270%
8/12/2025 Prudential Financial Inc.212,228$2.39M0.0%+190.5%0.806%
8/12/2025American Century Companies Inc.65,488$739K0.0%-23.0%0.249%
8/12/2025Segall Bryant & Hamill LLC284,754$3.21M0.0%+81.4%1.081%


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), Marshall Wace LLP ($367.57K), Wellington Management Group LLP ($354.62K), AQR Capital Management LLC ($346.49K), Price T Rowe Associates Inc. MD ($342.63K), and Goldman Sachs Group Inc. ($298.83K).

Institutional investors have bought a total of 5,804,369 shares in the last 24 months. This purchase volume represents approximately $66.18M in transactions.

Of the 38 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), Tudor Investment Corp ET AL ($185.11K), Marshall Wace LLP ($108.56K), Millennium Management LLC ($107.08K), Goldman Sachs Group Inc. ($103.42K), Boothbay Fund Management LLC ($62.22K), and AQR Capital Management LLC ($41.45K).

Institutional investors have sold a total of 1,242,915 shares in the last 24 months. This volume of shares sold represents approximately $14.21M in transactions.


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This page (NASDAQ:NEWT) was last updated on 5/15/2026 by MarketBeat.com Staff.
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