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NewtekOne (NEWT) Institutional Ownership

NewtekOne logo
$12.33 -0.12 (-0.96%)
As of 08/26/2026 04:00 PM Eastern
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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)
43
Total
Institutional Inflows
(last 12 months)
$53.83M
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
8/24/2026 California State Teachers Retirement System5,109$76K0.0%+283.0%0.018%
8/14/2026 Ancora Advisors LLC3,108$46K0.0%N/A0.011%
8/6/2026 Bank of New York Mellon Corp152,841$2.26M0.0%N/A0.529%
5/22/2026 Segall Bryant & Hamill LLC63,433$695K0.0%+126.0%0.220%
5/19/2026 Bank of America Corp DE65,442$717K0.0%+26.6%0.227%
5/16/2026 Glen Eagle Advisors LLC2,671$29K0.0%-34.6%0.009%
5/16/2026 Quantinno Capital Management LP80,543$882K0.0%+98.6%0.279%
5/15/2026 North Reef Capital Management LP198,954$2.18M0.1%-48.6%0.689%
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%
2/18/2026 Tudor Investment Corp ET AL15,254$173K0.0%-18.8%0.053%
2/18/2026 Millennium Management LLC61,895$703K0.0%-30.6%0.214%
2/18/2026 Man Group plc45,906$521K0.0%+6.4%0.159%
2/18/2026 Bridgeway Capital Management LLC29,700$337K0.0%N/A0.103%
2/17/2026 Almitas Capital LLC53,570$608K0.1%N/A0.185%
2/17/2026 AQR Capital Management LLC535,523$6.08M0.0%-7.2%1.854%
2/17/2026 Trexquant Investment LP145,253$1.65M0.0%+11.5%0.503%
2/17/2026 Jump Financial LLC88,084$1M0.0%+21.8%0.305%
2/17/2026 Price 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%
2/17/2026 Graham Capital Management L.P.33,034$375K0.0%+54.0%0.114%
2/16/2026 Squarepoint Ops LLC131,707$1.50M0.0%N/A0.456%
2/16/2026 Verition 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%
2/16/2026 Barclays PLC46,818$531K0.0%+8.4%0.162%
2/13/2026 Kestra Advisory Services LLC17,742$201K0.0%+13.7%0.061%
2/13/2026 Marshall Wace LLP514,980$5.85M0.0%-7.6%1.783%
2/13/2026 Segall Bryant & Hamill LLC28,064$319K0.0%-89.6%0.097%
2/13/2026 Arkadios Wealth Advisors16,827$191K0.0%-8.4%0.058%
2/13/2026 First Trust Advisors LP97,214$1.10M0.0%+7.0%0.336%
2/13/2026 State Street Corp501,904$5.79M0.0%-2.0%1.737%
2/13/2026 Ieq 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%
2/11/2026 Cerity Partners LLC13,714$156K0.0%+18.0%0.047%
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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%
2/10/2026 Goldman Sachs Group Inc.549,239$6.23M0.0%+119.3%1.901%
2/9/2026 Geode 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%
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%
1/1/2026 Tudor Investment Corp ET AL18,784$215K0.0%-82.9%0.065%
12/9/2025 Tudor Investment Corp ET AL18,784$215K0.0%-82.9%0.065%
11/18/2025 Advisory Services Network LLC4,000$46K0.0%N/A0.014%
11/17/2025 Verition Fund Management LLC37,730$432K0.0%-10.7%0.131%
11/17/2025 North Reef Capital Management LP386,924$4.43M0.2%N/A1.339%
11/17/2025 Mercer Global Advisors Inc. ADV16,711$191K0.0%N/A0.058%
11/17/2025 Millennium Management LLC89,225$1.02M0.0%-47.2%0.309%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,667$134K0.0%-14.0%0.040%
11/17/2025 Bank 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%
11/17/2025 Boothbay Fund Management LLC15,338$176K0.0%-21.1%0.053%
11/17/2025 Aquatic Capital Management LLC7,441$85K0.0%-30.9%0.026%
11/17/2025 Ameriprise Financial Inc.140,327$1.61M0.0%-2.3%0.486%
11/14/2025 Creative Planning45,044$516K0.0%N/A0.156%
11/14/2025 Ancora Advisors LLC139,332$1.60M0.0%-1.8%0.482%
11/14/2025 Raymond James Financial Inc.20,388$233K0.0%-55.3%0.071%
11/14/2025 Man 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%
11/14/2025 Two Sigma Investments LP223,622$2.56M0.0%+106.6%0.774%
11/13/2025 Boston Partners81,319$931K0.0%+14.5%0.281%
11/13/2025 Marshall 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%
11/12/2025 Segall 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%
10/29/2025 Arkadios Wealth Advisors18,372$210K0.0%-11.8%0.070%
10/29/2025 Wealth Enhancement Advisory Services LLC13,404$150K0.0%N/A0.051%
10/28/2025 Campbell & CO Investment Adviser LLC43,600$499K0.0%-33.7%0.166%
10/15/2025CWM LLC21,289$244K0.0%+147.3%0.081%
8/15/2025 Man Group plc40,138$453K0.0%+6.1%0.153%
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8/15/2025 BNP Paribas Financial Markets14,995$169K0.0%-16.7%0.057%
8/15/2025 Boothbay Fund Management LLC19,434$219K0.0%-74.9%0.074%
8/15/2025 Bank of America Corp DE135,578$1.53M0.0%+20.0%0.515%
8/15/2025 Ameriprise Financial Inc.143,607$1.62M0.0%+73.0%0.546%
8/15/2025 AQR 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%
8/14/2025 Raymond James Financial Inc.45,620$515K0.0%+20.2%0.173%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,570$153K0.0%-6.0%0.052%
8/13/2025 Jump Financial LLC70,378$794K0.0%+112.5%0.267%
8/13/2025 Marshall Wace LLP623,540$7.03M0.0%+42.9%2.367%


NEWT Institutional Ownership - Frequently Asked Questions

During the previous two years, 109 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 95 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 4,671,674 shares in the last 24 months. This purchase volume represents approximately $53.83M 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 8/24/2026. New 13F filings are added each quarter as they're published.
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