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, Q2 2025
Institutional positions in NewtekOne, Inc. as of Jun 30, 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
- 123
- −2 vs. Q1 2025
- Shares held
- 11.9M
- +1.28M (+12.1%) vs. Q1 2025
- Total value
- $133.9M
- +$7.36M (+5.8%) vs. Q1 2025
- New holders
- 21
- 57 more added
- Sold out
- 23
- 31 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trexquant Investment LP | 134,718 | $1.52M | 0.02% | +40,499+43.0% | Added |
| Bank of America Corp | 135,578 | $1.53M | 0.00% | +22,613+20.0% | Added |
| Ancora Advisors, LLC | 141,821 | $1.60M | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 143,607 | $1.62M | 0.00% | +60,593+73.0% | Added |
| Morgan Stanley | 163,194 | $1.84M | 0.00% | −21,549−11.7% | Reduced |
| Millennium Management LLC | 168,972 | $1.91M | 0.00% | +96,645+133.6% | Added |
| Northern Trust Corp | 198,263 | $2.24M | 0.00% | −9,458−4.6% | Reduced |
| D. E. Shaw & Co., Inc. | 203,433 | $2.29M | 0.00% | +22,305+12.3% | Added |
| UBS Group AG | 205,246 | $2.32M | 0.00% | +150,678+276.1% | Added |
| JPMorgan Chase & Co | 209,970 | $2.37M | 0.00% | −3,342−1.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 210,067 | $2.37M | 0.01% | +51,085+32.1% | Added |
| Prudential Financial Inc | 212,228 | $2.39M | 0.00% | +139,177+190.5% | Added |
| Citadel Advisors LLC | 217,775 | $2.46M | 0.00% | +112,741+107.3% | Added |
| Bank of New York Mellon Corp | 269,656 | $3.04M | 0.00% | −1340.0% | Reduced |
| Segall Bryant & Hamill, LLC | 284,754 | $3.21M | 0.05% | +127,781+81.4% | Added |
| Goldman Sachs Group Inc | 308,918 | $3.48M | 0.00% | +102,523+49.7% | Added |
| Royce & Associates LP | 337,544 | $3.81M | 0.04% | −182,491−35.1% | Reduced |
| AQR Capital Management LLC | 355,847 | $4.01M | 0.00% | +187,578+111.5% | Added |
| State Street Corp | 519,571 | $5.86M | 0.00% | +13,532+2.7% | Added |
| Marshall Wace, LLP | 623,540 | $7.03M | 0.01% | +187,103+42.9% | Added |
| Geode Capital Management, LLC | 630,105 | $7.11M | 0.00% | +14,413+2.3% | Added |
| Vanguard Group Inc | 1,432,085 | $16.2M | 0.00% | +21,445+1.5% | Added |
| BlackRock, Inc. | 2,038,572 | $23.0M | 0.00% | −87,724−4.1% | Reduced |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −98,676−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −37,874−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −26,911−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −17,366−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −16,438−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −12,758−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −12,132−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,055−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,515−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,251−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,214−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,042−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −1,808−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,511−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −995−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |