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NewtekOne, Inc.

NEWT
Exchange
Nasdaq
Industry
National Commercial Banks
SEC CIK
0001587987

No open-market purchases or sales by NewtekOne, Inc. insiders were filed in the last 90 days; 149 institutions reported holding it in 13F filings for Q2 2026, worth $238.0M in total; no superinvestor holds it.

Other share classesNEWTGNEWTHNEWTINEWTONEWTP

13F holders, Q1 2021

Institutional positions in NewtekOne, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
72
No complete 13F data for Q4 2020
Shares held
3.08M
No complete 13F data for Q4 2020
Total value
$82.0M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting NEWT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 72 institutions
Q1 2021: 72 institutionsQ2 2021: 83 institutionsQ3 2021: 75 institutionsQ4 2021: 74 institutionsQ1 2022: 85 institutionsQ2 2022: 80 institutionsQ3 2022: 74 institutionsQ4 2022: 69 institutionsQ1 2023: 76 institutionsQ2 2023: 82 institutionsQ3 2023: 84 institutionsQ4 2023: 90 institutionsQ1 2024: 89 institutionsQ2 2024: 100 institutionsQ3 2024: 103 institutionsQ4 2024: 119 institutionsQ1 2025: 126 institutionsQ2 2025: 123 institutionsQ3 2025: 132 institutionsQ4 2025: 133 institutionsQ1 2026: 146 institutionsQ2 2026: 149 institutions
Value heldQ1 2021: $82.0M
Q1 2021: $82.0MQ2 2021: $99.0MQ3 2021: $94.9MQ4 2021: $125.5MQ1 2022: $98.9MQ2 2022: $78.8MQ3 2022: $63.0MQ4 2022: $68.5MQ1 2023: $67.6MQ2 2023: $143.6MQ3 2023: $132.2MQ4 2023: $130.3MQ1 2024: $102.6MQ2 2024: $122.7MQ3 2024: $112.7MQ4 2024: $120.9MQ1 2025: $126.5MQ2 2025: $133.9MQ3 2025: $164.6MQ4 2025: $163.7MQ1 2026: $167.5MQ2 2026: $238.0M
Institutions holding NEWT and their total value by quarter
QuarterHoldersValue
Q2 2026149$238.0M
Q1 2026146$167.5M
Q4 2025133$163.7M
Q3 2025132$164.6M
Q2 2025123$133.9M
Q1 2025126$126.5M
Q4 2024119$120.9M
Q3 2024103$112.7M
Q2 2024100$122.7M
Q1 202489$102.6M
Q4 202390$130.3M
Q3 202384$132.2M
Q2 202382$143.6M
Q1 202376$67.6M
Q4 202269$68.5M
Q3 202274$63.0M
Q2 202280$78.8M
Q1 202285$98.9M
Q4 202174$125.5M
Q3 202175$94.9M
Q2 202183$99.0M
Q1 202172$82.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding NewtekOne, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding NEWT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1$00.00%––
Deutsche Bank AG3$00.00%––
Rockefeller Capital Management L.P.79$2.00K0.00%––
Stonebridge Capital Advisors LLC113$3.00K0.00%––
AlphaMark Advisors, LLC200$5.00K0.00%––
Ameritas Investment Company, LLC396$10.6K0.00%––
Rockbridge Investment Management, LCC525$14.0K0.00%––
NEXT Financial Group, Inc578$15.0K0.00%––
Patriot Financial Group Insurance Agency, LLC642$17.0K0.00%––
D'Orazio & Associates, Inc.1,027$27.0K0.01%––
Steward Partners Investment Advisory, LLC1,175$31.4K0.00%––
Tower Research Capital LLC (TRC)1,282$35.0K0.00%––
Simplex Trading, LLC1,456$38.0K0.00%––
Nisa Investment Advisors, LLC1,500$40.0K0.00%––
Harbour Investments, Inc.1,673$45.0K0.00%––
Geneos Wealth Management Inc.1,870$52.0K0.00%––
US Bancorp2,000$53.0K0.00%––
MetLife Investment Management3,000$80.1K0.00%––
American Portfolios Advisors3,094$82.6K0.00%––
Valeo Financial Advisors, LLC3,236$86.0K0.00%––
Bank of America Corp3,791$101.0K0.00%––
JPMorgan Chase & Co3,865$103.0K0.00%––
FNY Investment Advisers, LLC4,531$120.0K0.04%––
Wells Fargo & Company4,651$124.0K0.00%––
Ancora Advisors, LLC5,112$137.0K0.00%––
Group One Trading, L.P.5,994$160.0K0.00%––
Montag A & Associates Inc7,500$200.0K0.01%––
Tradition Wealth Management, LLC7,603$203.0K0.04%––
D. E. Shaw & Co., Inc.8,018$214.0K0.00%––
Apollon Wealth Management, LLC8,000$214.0K0.04%––
Ahrens Investment Partners LLC8,500$227.0K0.11%––
AE Wealth Management LLC8,553$228.0K0.00%––
Lebenthal Global Advisors, LLC8,754$233.0K0.14%––
Natixis8,703$235.0K0.00%––
Axiom Investment Management LLC9,172$244.0K0.20%––
Summitry LLC10,000$267.0K0.02%––
Camden Capital, LLC12,050$322.0K0.09%––
Quadrature Capital Ltd13,463$359.0K0.02%––
Citadel Advisors LLC13,602$363.0K0.00%––
D.A. Davidson & Co.15,060$402.0K0.01%––
Alliancebernstein L.P.15,284$408.0K0.00%––
Cambridge Investment Research Advisors, Inc.15,711$419.0K0.00%––
Geode Capital Management, LLC17,267$461.0K0.00%––
Mackenzie Financial Corp17,792$475.0K0.00%––
LPL Financial LLC17,907$478.0K0.00%––
Kestra Advisory Services, LLC17,936$479.0K0.01%––
HRT Financial LP22,074$589.0K0.01%––
Glen Eagle Advisors, LLC25,845$690.1K0.24%––
The PNC Financial Services Group, Inc.27,400$732.0K0.00%––
Guggenheim Capital LLC28,589$763.0K0.01%––
Boston Private Wealth LLC29,240$781.0K0.01%––
Two Sigma Advisers, LP32,500$868.0K0.00%––
AXA S.A.36,800$983.0K0.00%––
Founders Financial Alliance, LLC34,964$1.01M0.50%––
Avenir Corp38,000$1.01M0.09%––
Stifel Financial Corp40,576$1.08M0.00%––
California Public Employees Retirement System40,700$1.09M0.00%––
Advisor Group Holdings, Inc.41,001$1.09M0.00%––
Arkadios Wealth Advisors44,050$1.18M0.19%––
UBS Group AG49,527$1.32M0.00%––
Raymond James & Associates66,557$1.78M0.00%––
Morgan Stanley69,570$1.86M0.00%––
Commonwealth Equity Services, LLC69,940$1.87M0.01%––
International Assets Investment Management, LLC97,875$2.23M0.21%––
Bramshill Investments, LLC93,835$2.50M0.16%––
Bard Associates Inc134,847$3.60M1.30%––
McKinley Capital Management LLC /Delaware136,519$3.65M0.27%––
LSV Asset Management196,306$5.24M0.01%––
Advisors Asset Management, Inc.243,591$6.50M0.10%––
Wellington Management Group LLP313,737$8.38M0.00%––
Van Eck Associates Corp386,606$10.3M0.03%––
Invesco Ltd.487,993$13.0M0.00%––