NewtekOne (NEWT) Institutional Ownership

$11.89 -0.19 (-1.57%)

Closing price 04:00 PM Eastern

Extended Trading

$11.90 +0.01 (+0.08%)

As of 04:10 PM Eastern

Compare

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

Get NEWT Insider Trade Alerts

Want to know when executives and insiders are buying or selling NewtekOne stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

NEWT Institutional Buying and Selling by Quarter

NewtekOne Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Sequoia Financial Advisors LLC	13,047	$193K	0.0%	N/A	0.045%
9/9/2026	Squarepoint Ops LLC	173,340	$2.57M	0.0%	+7.1%	0.600%
8/27/2026	Corient Private Wealth LP	15,673	$233K	0.0%	+17.1%	0.054%
8/14/2026	Ancora Advisors LLC	3,108	$46K	0.0%	N/A	0.011%
8/6/2026	Bank of New York Mellon Corp	152,841	$2.26M	0.0%	N/A	0.529%
5/22/2026	Segall Bryant & Hamill LLC	63,433	$695K	0.0%	+126.0%	0.220%
5/19/2026	Bank of America Corp DE	65,442	$717K	0.0%	+26.6%	0.227%
5/16/2026	Glen Eagle Advisors LLC	2,671	$29K	0.0%	-34.6%	0.009%
5/16/2026	Quantinno Capital Management LP	80,543	$882K	0.0%	+98.6%	0.279%
5/15/2026	North Reef Capital Management LP	198,954	$2.18M	0.1%	-48.6%	0.689%
Get the Latest News and Ratings for NEWT and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for NewtekOne and its competitors with MarketBeat's FREE daily newsletter.
5/5/2026	Bank of New York Mellon Corp	138,506	$1.52M	0.0%	+36.1%	0.480%
4/30/2026	Kestra Advisory Services LLC	18,951	$208K	0.0%	+6.8%	0.066%
4/29/2026	Dumont & Blake Investment Advisors LLC	10,754	$118K	0.0%	N/A	0.037%
2/19/2026	Invesco Ltd.	44,519	$505K	0.0%	-6.8%	0.154%
2/18/2026	Tudor Investment Corp ET AL	15,254	$173K	0.0%	-18.8%	0.053%
2/18/2026	Millennium Management LLC	61,895	$703K	0.0%	-30.6%	0.214%
2/18/2026	Man Group plc	45,906	$521K	0.0%	+6.4%	0.159%
2/18/2026	Bridgeway Capital Management LLC	29,700	$337K	0.0%	N/A	0.103%
2/17/2026	Almitas Capital LLC	53,570	$608K	0.1%	N/A	0.185%
2/17/2026	AQR Capital Management LLC	535,523	$6.08M	0.0%	-7.2%	1.854%
2/17/2026	Trexquant Investment LP	145,253	$1.65M	0.0%	+11.5%	0.503%
2/17/2026	Jump Financial LLC	88,084	$1M	0.0%	+21.8%	0.305%
2/17/2026	Price T Rowe Associates Inc. MD	357,106	$4.05M	0.0%	+1,987.6%	1.236%
2/17/2026	Russell Investments Group Ltd.	25,720	$292K	0.0%	-46.7%	0.089%
2/17/2026	Graham Capital Management L.P.	33,034	$375K	0.0%	+54.0%	0.114%
2/16/2026	Squarepoint Ops LLC	131,707	$1.50M	0.0%	N/A	0.456%
2/16/2026	Verition Fund Management LLC	15,200	$173K	0.0%	-59.7%	0.053%
2/16/2026	Mariner LLC	10,708	$122K	0.0%	-15.4%	0.037%
2/16/2026	Huber Capital Management LLC	86,207	$978K	0.1%	N/A	0.298%
2/16/2026	Barclays PLC	46,818	$531K	0.0%	+8.4%	0.162%
2/13/2026	Kestra Advisory Services LLC	17,742	$201K	0.0%	+13.7%	0.061%
2/13/2026	Marshall Wace LLP	514,980	$5.85M	0.0%	-7.6%	1.783%
2/13/2026	Segall Bryant & Hamill LLC	28,064	$319K	0.0%	-89.6%	0.097%
2/13/2026	Arkadios Wealth Advisors	16,827	$191K	0.0%	-8.4%	0.058%
2/13/2026	First Trust Advisors LP	97,214	$1.10M	0.0%	+7.0%	0.336%
2/13/2026	State Street Corp	501,904	$5.79M	0.0%	-2.0%	1.737%
2/13/2026	Ieq Capital LLC	45,942	$521K	0.0%	-24.9%	0.159%
2/13/2026	Boston Partners	79,789	$906K	0.0%	-1.9%	0.276%
2/13/2026	Wells Fargo & Company MN	39,082	$444K	0.0%	+21.5%	0.135%
2/12/2026	Jane Street Group LLC	94,502	$1.07M	0.0%	+131.5%	0.327%
Trump goes "all-in" on Grand Canyon energy breakthrough (Ad) A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million. One company controls the entire supply chain behind this discovery. See the ticker behind this Grand Canyon energy breakthrough now
2/12/2026	Nuveen LLC	272,791	$3.10M	0.0%	+99.2%	0.944%
2/11/2026	Cerity Partners LLC	13,714	$156K	0.0%	+18.0%	0.047%
2/11/2026	LPL Financial LLC	21,220	$241K	0.0%	+3.8%	0.073%
2/11/2026	Los Angeles Capital Management LLC	7,059	$80K	0.0%	-78.2%	0.024%
2/10/2026	Goldman Sachs Group Inc.	549,239	$6.23M	0.0%	+119.3%	1.901%
2/9/2026	Geode Capital Management LLC	617,989	$7.02M	0.0%	-1.6%	2.139%
2/9/2026	Jefferies Financial Group Inc.	35,000	$397K	0.0%	N/A	0.121%
2/6/2026	GSA Capital Partners LLP	99,170	$1.13M	0.1%	N/A	0.343%
2/5/2026	1620 Investment Advisors Inc.	24,637	$280K	0.2%	-26.6%	0.085%
1/28/2026	Barrett & Company Inc.	106,020	$1.20M	0.4%	-18.1%	0.367%
1/8/2026	Wealth Enhancement Advisory Services LLC	11,901	$142K	0.0%	-11.2%	0.041%
1/1/2026	JPMorgan Chase & Co.	199,297	$2.28M	0.0%	-5.1%	0.690%
1/1/2026	Tudor Investment Corp ET AL	18,784	$215K	0.0%	-82.9%	0.065%
12/9/2025	Tudor Investment Corp ET AL	18,784	$215K	0.0%	-82.9%	0.065%
11/18/2025	Advisory Services Network LLC	4,000	$46K	0.0%	N/A	0.014%
11/17/2025	Verition Fund Management LLC	37,730	$432K	0.0%	-10.7%	0.131%
11/17/2025	North Reef Capital Management LP	386,924	$4.43M	0.2%	N/A	1.339%
11/17/2025	Mercer Global Advisors Inc. ADV	16,711	$191K	0.0%	N/A	0.058%
11/17/2025	Millennium Management LLC	89,225	$1.02M	0.0%	-47.2%	0.309%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	11,667	$134K	0.0%	-14.0%	0.040%
11/17/2025	Bank of America Corp DE	106,898	$1.22M	0.0%	-21.2%	0.370%
11/17/2025	Bard Associates Inc.	121,639	$1.39M	0.4%	-3.3%	0.421%
11/17/2025	Boothbay Fund Management LLC	15,338	$176K	0.0%	-21.1%	0.053%
11/17/2025	Aquatic Capital Management LLC	7,441	$85K	0.0%	-30.9%	0.026%
11/17/2025	Ameriprise Financial Inc.	140,327	$1.61M	0.0%	-2.3%	0.486%
11/14/2025	Creative Planning	45,044	$516K	0.0%	N/A	0.156%
11/14/2025	Ancora Advisors LLC	139,332	$1.60M	0.0%	-1.8%	0.482%
11/14/2025	Raymond James Financial Inc.	20,388	$233K	0.0%	-55.3%	0.071%
11/14/2025	Man Group plc	43,145	$494K	0.0%	+7.5%	0.149%
11/14/2025	Patriot Financial Partners GP II L.P.	2,307,692	$26.42M	8.4%	N/A	7.988%
11/14/2025	Two Sigma Investments LP	223,622	$2.56M	0.0%	+106.6%	0.774%
11/13/2025	Boston Partners	81,319	$931K	0.0%	+14.5%	0.281%
11/13/2025	Marshall Wace LLP	557,532	$6.38M	0.0%	-10.6%	1.930%
11/13/2025	BNP Paribas Financial Markets	21,484	$246K	0.0%	+43.3%	0.074%
11/13/2025	Russell Investments Group Ltd.	48,227	$552K	0.0%	+47.6%	0.167%
11/13/2025	First Trust Advisors LP	90,814	$1.04M	0.0%	-6.1%	0.314%
11/12/2025	Segall Bryant & Hamill LLC	270,806	$3.10M	0.0%	-4.9%	0.937%
11/12/2025	Quantbot Technologies LP	5,870	$67K	0.0%	-37.9%	0.020%
11/12/2025	R Squared Ltd	19,658	$225K	0.1%	N/A	0.068%
11/12/2025	Intech Investment Management LLC	10,334	$118K	0.0%	-14.8%	0.036%
11/7/2025	Vanguard Group Inc.	1,459,051	$16.71M	0.0%	+1.9%	5.543%
11/7/2025	JPMorgan Chase & Co.	199,297	$2.28M	0.0%	-5.1%	0.757%
11/6/2025	LSV Asset Management	131,800	$1.51M	0.0%	+18.4%	0.501%
11/6/2025	Rhumbline Advisers	35,305	$404K	0.0%	-3.1%	0.134%
11/3/2025	AlphaQuest LLC	21,752	$249K	0.0%	+257.1%	0.083%
10/31/2025	Barrett & Company Inc.	129,379	$1.48M	0.5%	-1.5%	0.492%
10/30/2025	Bailard Inc.	23,400	$268K	0.0%	N/A	0.089%
10/29/2025	Arkadios Wealth Advisors	18,372	$210K	0.0%	-11.8%	0.070%
10/29/2025	Wealth Enhancement Advisory Services LLC	13,404	$150K	0.0%	N/A	0.051%
10/28/2025	Campbell & CO Investment Adviser LLC	43,600	$499K	0.0%	-33.7%	0.166%
A “bloodbath” Is Coming (Ad) Reports suggest some Silicon Valley billionaires are stockpiling gold, guns, and gas masks - or leaving the country entirely - as concerns grow about the next phase of the AI market. One AI insider says investors should reassess their positions before September 30, pointing to a critical shift ahead for tech and AI-related stocks. Read the full warning about the AI market's next phase now
10/15/2025	CWM LLC	21,289	$244K	0.0%	+147.3%	0.081%
8/15/2025	Man Group plc	40,138	$453K	0.0%	+6.1%	0.153%
8/15/2025	BNP Paribas Financial Markets	14,995	$169K	0.0%	-16.7%	0.057%
8/15/2025	Boothbay Fund Management LLC	19,434	$219K	0.0%	-74.9%	0.074%
8/15/2025	Bank of America Corp DE	135,578	$1.53M	0.0%	+20.0%	0.515%
8/15/2025	Ameriprise Financial Inc.	143,607	$1.62M	0.0%	+73.0%	0.546%
8/15/2025	AQR Capital Management LLC	355,847	$4.01M	0.0%	+111.5%	1.352%
8/14/2025	Jane Street Group LLC	35,378	$399K	0.0%	-3.5%	0.134%
8/14/2025	Raymond James Financial Inc.	45,620	$515K	0.0%	+20.2%	0.173%
8/14/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	13,570	$153K	0.0%	-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.

Related Companies

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.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

NewtekOne (NEWT) Institutional Ownership

NEWT Institutional Buying and Selling by Quarter

NewtekOne Major Shareholders & Ownership History

NEWT Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

NewtekOne (NEWT) Institutional Ownership

Institutional Ownership Changes (13F Filings) for NewtekOne (NASDAQ:NEWT)

NEWT Institutional Buying and Selling by Quarter

NewtekOne Major Shareholders & Ownership History

NEWT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NEWT shares?

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

Which institutional investors have been buying NewtekOne's stock?

How much institutional buying is happening at NewtekOne?

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

How much institutional selling is happening at NewtekOne?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools