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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, 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.

Institutional holdersQ4 2024: 119 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 heldQ4 2024: $120.9M
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, Q4 2024

Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q3 2024.

Institutions holding NEWT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
AlphaMark Advisors, LLC200$3.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC210$2.68K0.00%+210New
Jones Financial Companies LLLP181$2.31K0.00%+181New
Capital Advisors, Ltd. LLC179$2.00K0.00%+179New
Wood Tarver Financial Group, LLC231$2.00K0.00%+231New
CoreCap Advisors, LLC131$1.67K0.00%+2+1.6%Added
Cornerstone Planning Group LLC112$1.49K0.00%00.0%Unchanged
GAMMA Investing LLC90$1.15K0.00%+90New
Global Retirement Partners, LLC89$1.14K0.00%+1+1.1%Added
Front Row Advisors LLC80$1.04K0.00%00.0%Unchanged
Covestor Ltd69$1.00K0.00%+43+165.4%Added
Rothschild Investment LLC70$8940.00%+10+16.7%Added
Skopos Labs, Inc.67$8560.00%+67New
US Bancorp63$8050.00%+63New
SRS Capital Advisors, Inc.48$6130.00%−37−43.5%Reduced
Quadrant Capital Group LLC31$3960.00%+31New
Caitong International Asset Management Co., Ltd25$3190.00%+25New
Hexagon Capital Partners LLC20$2550.00%+20New
EverSource Wealth Advisors, LLC1$130.00%+1New
ExodusPoint Capital Management, LP0$00.00%−97,972−100.0%Sold out
Knightsbridge Asset Management, LLC0$00.00%−41,651−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−29,473−100.0%Sold out
Paloma Partners Management Co0$00.00%−15,796−100.0%Sold out
Magnetar Financial LLC0$00.00%−13,752−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−13,410−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−10,182−100.0%Sold out
nVerses Capital, LLC0$00.00%−5,900−100.0%Sold out
Allworth Financial LP0$00.00%−1,366−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−298−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−61,054−100.0%Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed