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NewtekOne (NEWT) Institutional Ownership

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$11.66 +0.30 (+2.64%)
Closing price 08/8/2025 04:00 PM Eastern
Extended Trading
$11.66 +0.00 (+0.04%)
As of 08/8/2025 07:45 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 Polygon.io. 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)
68
Total
Institutional Inflows
(last 12 months)
$33.71M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$18.71M
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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
8/8/2025 Intech Investment Management LLC12,132$137K0.0%-13.6%0.046%
8/8/2025 Geode Capital Management LLC630,105$7.11M0.0%+2.3%2.392%
8/7/2025 Boston Partners71,050$801K0.0%N/A0.270%
8/7/2025 Campbell & CO Investment Adviser LLC65,770$742K0.0%+54.3%0.250%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.210,067$2.37M0.0%+32.1%0.798%
8/7/2025 Los Angeles Capital Management LLC68,662$775K0.0%+61.4%0.261%
8/5/2025 Corton Capital Inc.28,311$319K0.4%+150.8%0.107%
8/4/2025 Arkadios Wealth Advisors20,835$235K0.0%-52.2%0.079%
8/1/2025 Y Intercept Hong Kong Ltd13,081$148K0.0%-35.8%0.050%
7/31/2025 AlphaQuest LLC6,091$69K0.0%-69.7%0.023%
7/29/2025 Commons Capital LLC70,658$797K0.6%N/A0.268%
7/25/2025 CWM LLC8,610$97K0.0%+728.7%0.033%
7/24/2025 IFP Advisors Inc6,776$77K0.0%+74.9%0.026%
7/21/2025 Barrett & Company Inc.131,349$1.48M0.6%-4.3%0.499%
7/18/2025 Trust Co. of Vermont2,605$29K0.0%N/A0.010%
5/29/2025Rhumbline Advisers34,325$411K0.0%-2.7%0.130%
5/19/2025Jane Street Group LLC36,676$439K0.0%+24.7%0.139%
5/16/2025Goldman Sachs Group Inc.206,395$2.47M0.0%-33.4%0.784%
5/16/2025Dynamic Technology Lab Private Ltd38,542$461K0.1%+246.2%0.146%
5/16/2025AQR Capital Management LLC168,269$2.01M0.0%+306.4%0.639%
5/15/2025EP Wealth Advisors LLC10,251$123K0.0%N/A0.039%
5/15/2025Cubist Systematic Strategies LLC35,235$421K0.0%-28.8%0.134%
5/15/2025Royal Bank of Canada23,639$282K0.0%+33.4%0.090%
5/15/2025Magnetar Financial LLC13,367$160K0.0%N/A0.051%
5/15/2025Trexquant Investment LP94,219$1.13M0.0%+27.5%0.358%
5/14/2025Jump Financial LLC33,114$396K0.0%+217.1%0.126%
5/14/2025 AlphaQuest LLC20,117$241K0.0%+49.4%0.077%
5/14/2025Wellington Management Group LLP98,676$1.18M0.0%-61.1%0.375%
5/13/2025Algert Global LLC25,843$309K0.0%+27.6%0.098%
5/13/2025American Century Companies Inc.85,077$1.02M0.0%-24.3%0.324%
5/13/2025Kovitz Investment Group Partners LLC10,527$126K0.0%N/A0.040%
5/13/2025Russell Investments Group Ltd.48,432$579K0.0%+14.3%0.184%
5/12/2025Nuveen LLC63,362$758K0.0%N/A0.241%
5/12/2025Invesco Ltd.40,987$490K0.0%-3.7%0.156%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.158,982$1.90M0.0%+37.3%0.605%
5/9/2025Deutsche Bank AG17,315$207K0.0%-15.9%0.066%
5/8/2025XTX Topco Ltd10,515$126K0.0%N/A0.040%
5/7/2025 Corton Capital Inc.11,288$135K0.4%-58.3%0.043%
5/6/2025Royce & Associates LP520,035$6.22M0.1%+16.2%1.978%
5/6/2025 Y Intercept Hong Kong Ltd20,390$244K0.0%N/A0.078%
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5/2/2025Segall Bryant & Hamill LLC156,973$1.88M0.0%N/A0.597%
4/30/2025Alps Advisors Inc.29,475$353K0.0%-5.8%0.112%
4/29/2025 Bank 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%
2/17/2025 Corton 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 TRC2,557$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%
2/12/2025 Geode 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%
2/11/2025 Jackson 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%
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%
2/11/2025 1620 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%
2/10/2025 Connor 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%
2/7/2025 AlphaQuest LLC13,465$172K0.0%-59.9%0.051%
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2/6/2025Raymond James Financial Inc.88,124$1.13M0.0%N/A0.335%
2/6/2025 Bard Associates Inc.127,657$1.65M0.6%+6.1%0.485%
2/5/2025 Bailard Inc.20,100$257K0.0%N/A0.076%
2/4/2025 Bank 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%
1/17/2025 Nisa 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%
(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, 95 institutional investors and hedge funds held shares of NewtekOne. The most heavily invested institutionals were Vanguard Group Inc. ($17.67M), Geode Capital Management LLC ($7.11M), Royce & Associates LP ($6.22M), State Street Corp ($5.91M), Marshall Wace LLP ($3.33M), Bank of New York Mellon Corp ($3.23M), and Northern Trust Corp ($2.68M).Learn more on NewtekOne's institutional investors.

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

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

Which institutional investors have been buying NewtekOne's stock?

Of the 80 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: Wellington Management Group LLP ($354.62K), International Assets Investment Management LLC ($247.93K), Connor Clark & Lunn Investment Management Ltd. ($183.63K), Marshall Wace LLP ($180.47K), Raymond James Financial Inc. ($176.25K), AQR Capital Management LLC ($158.91K), and Segall Bryant & Hamill LLC ($156.97K).

How much institutional buying is happening at NewtekOne?

Institutional investors have bought a total of 2,728,301 shares in the last 24 months. This purchase volume represents approximately $33.71M in transactions.

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

Of the 33 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: Royce & Associates LP ($852.34K), Wellington Management Group LLP ($154.95K), Goldman Sachs Group Inc. ($103.42K), Vanguard Group Inc. ($38.31K), Trexquant Investment LP ($38.15K), AlphaQuest LLC ($34.18K), and Marshall Wace LLP ($32.72K).

How much institutional selling is happening at NewtekOne?

Institutional investors have sold a total of 1,507,595 shares in the last 24 months. This volume of shares sold represents approximately $18.71M in transactions.


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This page (NASDAQ:NEWT) was last updated on 8/10/2025 by MarketBeat.com Staff
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