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.
13F holders, Q4 2024
Institutional positions in NewtekOne, Inc. as of Dec 31, 2024. 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
- 119
- +18 vs. Q3 2024
- Shares held
- 9.46M
- +443.5K (+4.9%) vs. Q3 2024
- Total value
- $120.9M
- +$9.34M (+8.4%) vs. Q3 2024
- New holders
- 29
- 52 more added
- Sold out
- 11
- 26 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 149 | $238.0M |
| Q1 2026 | 146 | $167.5M |
| Q4 2025 | 133 | $163.7M |
| Q3 2025 | 132 | $164.6M |
| Q2 2025 | 123 | $133.9M |
| Q1 2025 | 126 | $126.5M |
| Q4 2024 | 119 | $120.9M |
| Q3 2024 | 103 | $112.7M |
| Q2 2024 | 100 | $122.7M |
| Q1 2024 | 89 | $102.6M |
| Q4 2023 | 90 | $130.3M |
| Q3 2023 | 84 | $132.2M |
| Q2 2023 | 82 | $143.6M |
| Q1 2023 | 76 | $67.6M |
| Q4 2022 | 69 | $68.5M |
| Q3 2022 | 74 | $63.0M |
| Q2 2022 | 80 | $78.8M |
| Q1 2022 | 85 | $98.9M |
| Q4 2021 | 74 | $125.5M |
| Q3 2021 | 75 | $94.9M |
| Q2 2021 | 83 | $99.0M |
| Q1 2021 | 72 | $82.0M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,092,512 | $26.7M | 0.00% | +49,870+2.4% | Added |
| Vanguard Group Inc | 1,383,321 | $17.7M | 0.00% | −38,305−2.7% | Reduced |
| Geode Capital Management, LLC | 584,541 | $7.47M | 0.00% | +10,933+1.9% | Added |
| State Street Corp | 486,332 | $6.30M | 0.00% | +11,913+2.5% | Added |
| Royce & Associates LP | 447,461 | $5.71M | 0.05% | −303,831−40.4% | Reduced |
| Goldman Sachs Group Inc | 309,815 | $3.96M | 0.00% | +155,500+100.8% | Added |
| Bank of New York Mellon Corp | 279,001 | $3.56M | 0.00% | +113,261+68.3% | Added |
| Marshall Wace, LLP | 260,960 | $3.33M | 0.00% | −32,723−11.1% | Reduced |
| Wellington Management Group LLP | 253,627 | $3.24M | 0.00% | +100,989+66.2% | Added |
| Northern Trust Corp | 210,102 | $2.68M | 0.00% | +18,407+9.6% | Added |
| Morgan Stanley | 188,360 | $2.41M | 0.00% | −7,254−3.7% | Reduced |
| Barrett & Company, Inc. | 149,526 | $1.91M | 0.81% | −2,197−1.4% | Reduced |
| Ancora Advisors, LLC | 141,303 | $1.80M | 0.04% | −490−0.3% | Reduced |
| JPMorgan Chase & Co | 139,517 | $1.78M | 0.00% | +105,397+308.9% | Added |
| Bard Associates Inc | 127,657 | $1.65M | 0.56% | +7,303+6.1% | Added |
| Boothbay Fund Management, LLC | 116,892 | $1.49M | 0.05% | +7,389+6.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 115,821 | $1.48M | 0.01% | +24,595+27.0% | Added |
| American Century Companies Inc | 112,400 | $1.44M | 0.00% | +60,518+116.6% | Added |
| Tudor Investment Corp Et Al | 108,516 | $1.39M | 0.01% | +21,437+24.6% | Added |
| D. E. Shaw & Co., Inc. | 105,855 | $1.35M | 0.00% | +44,969+73.9% | Added |
| First Trust Advisors LP | 93,941 | $1.20M | 0.00% | −7,470−7.4% | Reduced |
| Two Sigma Investments, LP | 90,407 | $1.15M | 0.00% | +17,629+24.2% | Added |
| Raymond James Financial Inc | 88,123 | $1.13M | 0.00% | +88,123 | New |
| Millennium Management LLC | 76,260 | $973.8K | 0.00% | −13,073−14.6% | Reduced |
| Trexquant Investment LP | 73,869 | $943.3K | 0.01% | −38,146−34.1% | Reduced |
| Bank of America Corp | 71,039 | $907.2K | 0.00% | +16,913+31.2% | Added |
| Nuveen Asset Management, LLC | 68,230 | $871.3K | 0.00% | +25,399+59.3% | Added |
| Ridgewood Investments LLC | 52,485 | $670.2K | 0.32% | 00.0% | Unchanged |
| Man Group plc | 50,790 | $648.6K | 0.00% | +5,843+13.0% | Added |
| Cubist Systematic Strategies, LLC | 49,516 | $632.3K | 0.01% | +37,968+328.8% | Added |
| Arkadios Wealth Advisors | 43,301 | $553.0K | 0.03% | +678+1.6% | Added |
| Invesco Ltd. | 42,541 | $543.2K | 0.00% | +671+1.6% | Added |
| Russell Investments Group, Ltd. | 42,379 | $541.2K | 0.00% | +199+0.5% | Added |
| AQR Capital Management LLC | 41,404 | $528.7K | 0.00% | +41,404 | New |
| Barclays PLC | 38,598 | $492.9K | 0.00% | +8,397+27.8% | Added |
| Avenir Corp | 37,800 | $482.7K | 0.05% | 00.0% | Unchanged |
| Rhumbline Advisers | 35,267 | $450.4K | 0.00% | +294+0.8% | Added |
| 1620 Investment Advisors, Inc. | 33,846 | $432.2K | 0.33% | +33,846 | New |
| Citadel Advisors LLC | 31,411 | $401.1K | 0.00% | +17,842+131.5% | Added |
| Alps Advisors Inc | 31,300 | $399.7K | 0.00% | −500−1.6% | Reduced |
| UBS Group AG | 30,398 | $388.2K | 0.00% | +9,421+44.9% | Added |
| Jane Street Group, LLC | 29,402 | $375.5K | 0.00% | +5,986+25.6% | Added |
| Founders Financial Alliance, LLC | 29,216 | $373.1K | 0.10% | −16,417−36.0% | Reduced |
| Corton Capital Inc. | 27,057 | $345.5K | 0.20% | +27,057 | New |
| Jackson Thornton Asset Management, LLC | 26,574 | $339.4K | 0.04% | +26,574 | New |
| Alliancebernstein L.P. | 26,570 | $339.3K | 0.00% | −1,500−5.3% | Reduced |
| Beacon Investment Advisors LLC | 25,256 | $322.5K | 0.15% | +749+3.1% | Added |
| LPL Financial LLC | 24,199 | $309.0K | 0.00% | −635−2.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 24,063 | $307.3K | 0.02% | +335+1.4% | Added |
| MetLife Investment Management | 23,035 | $294.2K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 23,000 | $294.0K | 0.00% | +23,000 | New |
| Graham Capital Management, L.P. | 22,049 | $281.6K | 0.01% | +6,524+42.0% | Added |
| Wells Fargo & Company | 21,568 | $275.4K | 0.00% | +5,444+33.8% | Added |
| Deutsche Bank AG | 20,580 | $262.8K | 0.00% | −388−1.9% | Reduced |
| Algert Global LLC | 20,253 | $258.6K | 0.01% | −2,700−11.8% | Reduced |
| Bailard, Inc. | 20,100 | $256.7K | 0.01% | +20,100 | New |
| Connective Capital Management, LLC | 19,557 | $249.7K | 0.29% | +19,557 | New |
| Citigroup Inc | 19,339 | $247.0K | 0.00% | +2,344+13.8% | Added |
| Cornercap Investment Counsel Inc | 18,911 | $241.5K | 0.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 17,723 | $226.0K | 0.00% | −133−0.7% | Reduced |
| Semanteon Capital Management, LP | 16,442 | $210.0K | 0.11% | +16,442 | New |
| Gsa Capital Partners LLP | 15,373 | $196.0K | 0.01% | +15,373 | New |
| Susquehanna International Group, LLP | 15,206 | $194.2K | 0.00% | +3,319+27.9% | Added |
| Ameriprise Financial Inc | 14,840 | $193.5K | 0.00% | +134+0.9% | Added |
| Price T Rowe Associates Inc | 14,115 | $181.0K | 0.00% | +2,633+22.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 13,806 | $176.3K | 0.00% | +1,081+8.5% | Added |
| Quest Partners LLC | 13,465 | $171.9K | 0.02% | −20,153−59.9% | Reduced |
| Tradition Wealth Management, LLC | 12,563 | $160.4K | 0.01% | +172+1.4% | Added |
| Creative Planning | 12,340 | $157.6K | 0.00% | +12,340 | New |
| Corebridge Financial, Inc. | 12,152 | $155.2K | 0.00% | −275−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,800 | $151.0K | 0.00% | −13,039−52.5% | Reduced |
| SG Americas Securities, LLC | 11,274 | $144.0K | 0.00% | +3,166+39.0% | Added |
| Dynamic Technology Lab Private Ltd | 11,133 | $142.0K | 0.02% | −4,649−29.5% | Reduced |
| BNP Paribas Arbitrage, SA | 11,085 | $141.6K | 0.00% | −2,778−20.0% | Reduced |
| Jump Financial, LLC | 10,442 | $133.3K | 0.00% | −10,820−50.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,366 | $132.4K | 0.00% | −3,287−24.1% | Reduced |
| Advisor Group Holdings, Inc. | 9,184 | $117.3K | 0.00% | +1,077+13.3% | Added |
| New York State Common Retirement Fund | 7,597 | $97.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 6,542 | $84.0K | 0.00% | −1,000−13.3% | Reduced |
| Glen Eagle Advisors, LLC | 6,566 | $83.8K | 0.01% | −1,910−22.5% | Reduced |
| FMR LLC | 6,298 | $80.4K | 0.00% | +3,739+146.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,933 | $75.8K | 0.00% | +5,933 | New |
| Aquatic Capital Management LLC | 5,484 | $70.0K | 0.00% | +2,184+66.2% | Added |
| Nisa Investment Advisors, LLC | 4,316 | $55.9K | 0.00% | +2,500+137.7% | Added |
| Quantbot Technologies LP | 4,283 | $54.7K | 0.00% | +4,283 | New |
| IFP Advisors, Inc | 3,875 | $49.5K | 0.00% | +300+8.4% | Added |
| Tower Research Capital LLC (TRC) | 2,557 | $32.7K | 0.00% | +1,703+199.4% | Added |
| Legal & General Group Plc | 1,999 | $25.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,998 | $25.5K | 0.00% | +7+0.4% | Added |
| Ameritas Investment Partners, Inc. | 1,925 | $24.6K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,829 | $23.4K | 0.03% | +1,829 | New |
| California State Teachers Retirement System | 1,808 | $23.1K | 0.00% | +124+7.4% | Added |
| Huntington National Bank | 1,200 | $15.3K | 0.00% | +1,200 | New |
| Quarry LP | 1,130 | $14.4K | 0.00% | +1,130 | New |
| Amalgamated Bank | 786 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 745 | $9.51K | 0.00% | +671+906.8% | Added |
| CWM, LLC | 531 | $7.00K | 0.00% | +46+9.5% | Added |
| Signaturefd, LLC | 466 | $5.95K | 0.00% | +466 | New |
| Avion Wealth | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 302 | $3.86K | 0.00% | +302 | New |