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, Q1 2025
Institutional positions in NewtekOne, Inc. as of Mar 31, 2025. 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
- 126
- +10 vs. Q4 2024
- Shares held
- 10.6M
- +1.19M (+12.7%) vs. Q4 2024
- Total value
- $126.5M
- +$6.44M (+5.4%) vs. Q4 2024
- New holders
- 25
- 48 more added
- Sold out
- 15
- 35 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,126,296 | $25.4M | 0.00% | +33,784+1.6% | Added |
| Vanguard Group Inc | 1,410,640 | $16.9M | 0.00% | +27,319+2.0% | Added |
| Geode Capital Management, LLC | 615,692 | $7.37M | 0.00% | +31,151+5.3% | Added |
| Royce & Associates LP | 520,035 | $6.22M | 0.07% | +72,574+16.2% | Added |
| State Street Corp | 506,039 | $6.05M | 0.00% | +19,707+4.1% | Added |
| Marshall Wace, LLP | 436,437 | $5.22M | 0.01% | +175,477+67.2% | Added |
| Bank of New York Mellon Corp | 269,790 | $3.23M | 0.00% | −9,211−3.3% | Reduced |
| JPMorgan Chase & Co | 213,312 | $2.55M | 0.00% | +73,795+52.9% | Added |
| Northern Trust Corp | 207,721 | $2.48M | 0.00% | −2,381−1.1% | Reduced |
| Goldman Sachs Group Inc | 206,395 | $2.47M | 0.00% | −103,420−33.4% | Reduced |
| Morgan Stanley | 184,743 | $2.21M | 0.00% | −3,617−1.9% | Reduced |
| D. E. Shaw & Co., Inc. | 181,128 | $2.17M | 0.00% | +75,273+71.1% | Added |
| AQR Capital Management LLC | 168,269 | $2.01M | 0.00% | +126,865+306.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 158,982 | $1.90M | 0.01% | +43,161+37.3% | Added |
| Segall Bryant & Hamill, LLC | 156,973 | $1.88M | 0.03% | +156,973 | New |
| Ancora Advisors, LLC | 141,821 | $1.70M | 0.04% | +518+0.4% | Added |
| Barrett & Company, Inc. | 137,276 | $1.64M | 0.71% | −12,250−8.2% | Reduced |
| Tudor Investment Corp Et Al | 130,241 | $1.56M | 0.01% | +21,725+20.0% | Added |
| Bard Associates Inc | 127,657 | $1.53M | 0.57% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 124,447 | $1.49M | 0.00% | +34,040+37.7% | Added |
| Bank of America Corp | 112,965 | $1.35M | 0.00% | +41,926+59.0% | Added |
| Citadel Advisors LLC | 105,034 | $1.26M | 0.00% | +73,623+234.4% | Added |
| LSV Asset Management | 100,528 | $1.20M | 0.00% | +77,528+337.1% | Added |
| Wellington Management Group LLP | 98,676 | $1.18M | 0.00% | −154,951−61.1% | Reduced |
| Trexquant Investment LP | 94,219 | $1.13M | 0.01% | +20,350+27.5% | Added |
| First Trust Advisors LP | 92,496 | $1.11M | 0.00% | −1,445−1.5% | Reduced |
| American Century Companies Inc | 85,077 | $1.02M | 0.00% | −27,323−24.3% | Reduced |
| Ameriprise Financial Inc | 83,014 | $992.8K | 0.00% | +68,174+459.4% | Added |
| Boothbay Fund Management, LLC | 77,556 | $927.6K | 0.03% | −39,336−33.7% | Reduced |
| Prudential Financial Inc | 73,051 | $873.7K | 0.00% | +73,051 | New |
| Millennium Management LLC | 72,327 | $865.0K | 0.00% | −3,933−5.2% | Reduced |
| Nuveen, LLC | 63,362 | $757.8K | 0.00% | +63,362 | New |
| UBS Group AG | 54,568 | $652.6K | 0.00% | +24,170+79.5% | Added |
| Ridgewood Investments LLC | 52,485 | $627.7K | 0.29% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 48,432 | $579.2K | 0.00% | +6,053+14.3% | Added |
| Arkadios Wealth Advisors | 43,561 | $521.0K | 0.02% | +260+0.6% | Added |
| Campbell & CO Investment Adviser LLC | 42,634 | $509.9K | 0.04% | +18,571+77.2% | Added |
| Los Angeles Capital Management LLC | 42,553 | $508.9K | 0.00% | +42,553 | New |
| Qube Research & Technologies Ltd | 41,468 | $496.0K | 0.00% | +41,468 | New |
| Invesco Ltd. | 40,987 | $490.2K | 0.00% | −1,554−3.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 38,542 | $461.0K | 0.07% | +27,409+246.2% | Added |
| Raymond James Financial Inc | 37,946 | $453.8K | 0.00% | −50,177−56.9% | Reduced |
| Squarepoint Ops LLC | 37,874 | $453.0K | 0.00% | +37,874 | New |
| Man Group plc | 37,834 | $452.5K | 0.00% | −12,956−25.5% | Reduced |
| Avenir Corp | 37,800 | $452.1K | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 36,676 | $438.6K | 0.00% | +7,274+24.7% | Added |
| Cubist Systematic Strategies, LLC | 35,235 | $421.4K | 0.01% | −14,281−28.8% | Reduced |
| Susquehanna International Group, LLP | 34,831 | $416.6K | 0.00% | +19,625+129.1% | Added |
| Rhumbline Advisers | 34,325 | $410.5K | 0.00% | −942−2.7% | Reduced |
| 1620 Investment Advisors, Inc. | 33,772 | $403.9K | 0.31% | −74−0.2% | Reduced |
| Jump Financial, LLC | 33,114 | $396.0K | 0.01% | +22,672+217.1% | Added |
| Citigroup Inc | 32,643 | $390.4K | 0.00% | +13,304+68.8% | Added |
| Wells Fargo & Company | 30,523 | $365.1K | 0.00% | +8,955+41.5% | Added |
| Founders Financial Alliance, LLC | 29,542 | $353.3K | 0.09% | +326+1.1% | Added |
| Alps Advisors Inc | 29,475 | $352.5K | 0.00% | −1,825−5.8% | Reduced |
| Graham Capital Management, L.P. | 26,911 | $321.9K | 0.01% | +4,862+22.1% | Added |
| Barclays PLC | 26,692 | $319.2K | 0.00% | −11,906−30.8% | Reduced |
| Alliancebernstein L.P. | 26,570 | $317.8K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 25,843 | $309.1K | 0.01% | +5,590+27.6% | Added |
| Beacon Investment Advisors LLC | 25,346 | $303.1K | 0.14% | +90+0.4% | Added |
| Royal Bank of Canada | 23,639 | $282.0K | 0.00% | +5,916+33.4% | Added |
| MetLife Investment Management | 22,446 | $268.5K | 0.00% | −589−2.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 26,113 | $267.1K | 0.04% | −461−1.7% | Reduced |
| Two Sigma Advisers, LP | 22,200 | $265.5K | 0.00% | +22,200 | New |
| Y-Intercept (Hong Kong) Ltd | 20,390 | $243.9K | 0.02% | +20,390 | New |
| Quest Partners LLC | 20,117 | $240.6K | 0.03% | +6,652+49.4% | Added |
| BNP Paribas Arbitrage, SA | 18,000 | $215.3K | 0.00% | +6,915+62.4% | Added |
| LPL Financial LLC | 17,698 | $211.7K | 0.00% | −6,501−26.9% | Reduced |
| Creative Planning | 17,366 | $207.7K | 0.00% | +5,026+40.7% | Added |
| Deutsche Bank AG | 17,315 | $207.1K | 0.00% | −3,265−15.9% | Reduced |
| Semanteon Capital Management, LP | 16,438 | $196.6K | 0.11% | −40.0% | Reduced |
| Franklin Resources Inc | 15,933 | $190.6K | 0.00% | +15,933 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 14,430 | $172.6K | 0.00% | +624+4.5% | Added |
| Price T Rowe Associates Inc | 14,115 | $170.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 14,040 | $167.9K | 0.00% | +14,040 | New |
| Magnetar Financial LLC | 13,367 | $159.9K | 0.00% | +13,367 | New |
| Cambridge Investment Research Advisors, Inc. | 12,780 | $153.0K | 0.00% | +980+8.3% | Added |
| Tradition Wealth Management, LLC | 12,758 | $152.6K | 0.01% | +195+1.6% | Added |
| Corebridge Financial, Inc. | 12,132 | $145.1K | 0.00% | −20−0.2% | Reduced |
| Corton Capital Inc. | 11,288 | $135.0K | 0.45% | −15,769−58.3% | Reduced |
| Centiva Capital, LP | 11,055 | $132.2K | 0.01% | +11,055 | New |
| Quantinno Capital Management LP | 10,774 | $128.9K | 0.00% | +10,774 | New |
| Kovitz Investment Group Partners, LLC | 10,527 | $125.9K | 0.00% | +161+1.6% | Added |
| XTX Topco Ltd | 10,515 | $125.8K | 0.01% | +10,515 | New |
| EP Wealth Advisors, LLC | 10,251 | $122.6K | 0.00% | +10,251 | New |
| Commonwealth Equity Services, LLC | 10,214 | $122.0K | 0.00% | +10,214 | New |
| ExodusPoint Capital Management, LP | 10,070 | $120.0K | 0.00% | +10,070 | New |
| SG Americas Securities, LLC | 9,042 | $108.0K | 0.00% | −2,232−19.8% | Reduced |
| New York State Common Retirement Fund | 7,597 | $90.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6,566 | $78.5K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,438 | $77.0K | 0.00% | −2,746−29.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,933 | $71.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,737 | $68.6K | 0.00% | +253+4.6% | Added |
| IFP Advisors, Inc | 3,875 | $46.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,006 | $24.2K | 0.00% | +8+0.4% | Added |
| Legal & General Group Plc | 1,999 | $23.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,925 | $23.0K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,847 | $22.1K | 0.02% | +18+1.0% | Added |
| California State Teachers Retirement System | 1,808 | $21.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,511 | $18.1K | 0.00% | +1,480+4,774.2% | Added |