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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 108,516 | $1.39M | 0.01% | +21,437+24.6% | Added |
| American Century Companies Inc | 112,400 | $1.44M | 0.00% | +60,518+116.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 115,821 | $1.48M | 0.01% | +24,595+27.0% | Added |
| Boothbay Fund Management, LLC | 116,892 | $1.49M | 0.05% | +7,389+6.7% | Added |
| Bard Associates Inc | 127,657 | $1.65M | 0.56% | +7,303+6.1% | Added |
| JPMorgan Chase & Co | 139,517 | $1.78M | 0.00% | +105,397+308.9% | Added |
| Ancora Advisors, LLC | 141,303 | $1.80M | 0.04% | −490−0.3% | Reduced |
| Barrett & Company, Inc. | 149,526 | $1.91M | 0.81% | −2,197−1.4% | Reduced |
| Morgan Stanley | 188,360 | $2.41M | 0.00% | −7,254−3.7% | Reduced |
| Northern Trust Corp | 210,102 | $2.68M | 0.00% | +18,407+9.6% | Added |
| Wellington Management Group LLP | 253,627 | $3.24M | 0.00% | +100,989+66.2% | Added |
| Marshall Wace, LLP | 260,960 | $3.33M | 0.00% | −32,723−11.1% | Reduced |
| Bank of New York Mellon Corp | 279,001 | $3.56M | 0.00% | +113,261+68.3% | Added |
| Goldman Sachs Group Inc | 309,815 | $3.96M | 0.00% | +155,500+100.8% | Added |
| Royce & Associates LP | 447,461 | $5.71M | 0.05% | −303,831−40.4% | Reduced |
| State Street Corp | 486,332 | $6.30M | 0.00% | +11,913+2.5% | Added |
| Geode Capital Management, LLC | 584,541 | $7.47M | 0.00% | +10,933+1.9% | Added |
| Vanguard Group Inc | 1,383,321 | $17.7M | 0.00% | −38,305−2.7% | Reduced |
| BlackRock, Inc. | 2,092,512 | $26.7M | 0.00% | +49,870+2.4% | Added |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −97,972−100.0% | Sold out |
| Knightsbridge Asset Management, LLC | 0 | $0 | 0.00% | −41,651−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −29,473−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −15,796−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −13,752−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −13,410−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,182−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1,366−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −61,054−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |