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NewtekOne (NEWT) Institutional Ownership

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$10.70 -0.10 (-0.93%)
As of 03:03 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)
55
Total
Institutional Inflows
(last 12 months)
$25.24M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$15.63M
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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
4/29/2025Bank of New York Mellon Corp269,790$3.23M0.0%-3.3%1.026%
4/22/2025 Cambridge Investment Research Advisors Inc.12,780$153K0.0%+8.3%0.049%
4/21/2025 Barrett & 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%
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 TRC 2,557$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%
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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%
1/28/2025 Barrett & Company Inc.149,526$1.91M0.8%-1.4%0.568%
1/17/2025 SG Americas Securities LLC11,274$144K0.0%+39.0%0.043%
1/17/2025Nisa Investment Advisors LLC4,316$56K0.0%+137.7%0.016%
1/10/2025 Harbor 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%
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%
11/6/2024Royce & Associates LP751,292$9.36M0.1%-42.2%2.894%
11/6/2024Cornercap Investment Counsel Inc.18,911$236K0.1%-53.0%0.073%
10/29/2024 Harbor Capital Advisors Inc.7,542$94K0.0%+36.1%0.029%
10/24/2024 Barrett & Company Inc.151,723$1.89M0.8%-5.1%0.613%
10/24/2024Arkadios Wealth Advisors42,623$531K0.0%-4.6%0.172%
10/22/2024 International Assets Investment Management LLC61,054$761K0.0%+1,146.0%0.247%
10/16/2024nVerses Capital LLC5,900$74K0.0%+96.7%0.024%
10/3/2024 SG Americas Securities LLC8,108$101K0.0%N/A0.033%
9/16/2024Cubist Systematic Strategies LLC15,278$192K0.0%N/A0.062%
8/15/2024AQR Capital Management LLC32,043$403K0.0%N/A0.130%
8/14/2024Cubist Systematic Strategies LLC15,278$192K0.0%N/A0.062%
8/14/2024Marshall Wace LLP270,549$3.40M0.0%+200.3%1.094%
8/8/2024Cornercap Investment Counsel Inc.40,236$506K0.1%N/A0.163%
8/8/2024American Century Companies Inc.190,712$2.40M0.0%+27.2%0.771%
8/6/2024Quest Partners LLC13,130$165K0.0%-67.6%0.053%
8/1/2024 Rhumbline Advisers33,665$423K0.0%+12.0%0.136%
7/31/2024nVerses Capital LLC3,000$38K0.0%-69.1%0.012%
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7/30/2024 International Assets Investment Management LLC4,900$62K0.0%N/A0.020%
7/29/2024Arkadios Wealth Advisors44,662$561K0.0%-5.5%0.181%
7/26/2024Bank of New York Mellon Corp184,053$2.31M0.0%+3.7%0.744%
7/9/2024 Harbor Capital Advisors Inc.5,540$70K0.0%-25.9%0.022%
5/16/2024California State Teachers Retirement System2,344$26K0.0%-38.9%0.009%
5/16/2024Ancora Advisors LLC130,933$1.44M0.0%+43.5%0.529%
5/16/2024Avenir Corp59,800$658K0.1%+46.6%0.242%
5/16/2024Kinloch Capital LLC13,489$148K0.1%N/A0.055%
5/10/2024Vanguard Group Inc.1,368,607$15.06M0.0%+1.3%5.338%
5/8/2024Russell Investments Group Ltd.46,882$516K0.0%-62.8%0.183%
(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, 85 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), State Street Corp ($5.91M), Royce & Associates LP ($5.71M), Marshall Wace LLP ($3.33M), Wellington Management Group LLP ($3.24M), and Bank of New York Mellon Corp ($3.23M).Learn more on NEWT's institutional investors.

What percentage of NewtekOne stock is owned by institutional investors?

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

Which institutional investors have been buying NewtekOne stock?

Of the 70 institutional investors that purchased NewtekOne stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Royce & Associates LP ($1.30M), Wellington Management Group LLP ($354.62K), International Assets Investment Management LLC ($247.93K), Barrett & Company Inc. ($182.98K), Marshall Wace LLP ($180.47K), Raymond James Financial Inc. ($176.25K), and Aptus Capital Advisors LLC ($133.18K).

How much institutional buying is happening at NewtekOne?

Institutional investors have bought a total of 4,058,852 shares in the last 24 months. This purchase volume represents approximately $51.95M in transactions.

Which NewtekOne major shareholders have been selling company stock?

Of the 36 institutional investors that sold NewtekOne stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royce & Associates LP ($1.14M), Vanguard Group Inc. ($114.95K), Russell Investments Group Ltd. ($104.85K), Trexquant Investment LP ($38.15K), International Assets Investment Management LLC ($34.65K), Marshall Wace LLP ($32.72K), and Barrett & Company Inc. ($29.93K).

How much institutional selling is happening at NewtekOne?

Institutional investors have sold a total of 1,801,528 shares in the last 24 months. This volume of shares sold represents approximately $24.01M in transactions.


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This page (NASDAQ:NEWT) was last updated on 4/29/2025 by MarketBeat.com Staff
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