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 2025
Institutional positions in NewtekOne, Inc. as of Dec 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
- 133
- +4 vs. Q3 2025
- Shares held
- 14.4M
- +185.5K (+1.3%) vs. Q3 2025
- Total value
- $163.7M
- +$795.1K (+0.5%) vs. Q3 2025
- New holders
- 23
- 41 more added
- Sold out
- 19
- 52 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 2,307,692 | $26.2M | 8.17% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,162,835 | $24.5M | 0.00% | +54,805+2.6% | Added |
| Vanguard Group Inc | 1,516,091 | $17.2M | 0.00% | +57,040+3.9% | Added |
| Geode Capital Management, LLC | 617,989 | $7.02M | 0.00% | −9,747−1.6% | Reduced |
| Goldman Sachs Group Inc | 549,239 | $6.23M | 0.00% | +298,830+119.3% | Added |
| AQR Capital Management LLC | 535,523 | $6.08M | 0.00% | −41,449−7.2% | Reduced |
| Marshall Wace, LLP | 514,980 | $5.85M | 0.01% | −42,552−7.6% | Reduced |
| State Street Corp | 501,904 | $5.79M | 0.00% | −10,170−2.0% | Reduced |
| North Reef Capital Management LP | 386,923 | $4.39M | 0.18% | −10.0% | Reduced |
| Price T Rowe Associates Inc | 357,106 | $4.05M | 0.00% | +340,000+1,987.6% | Added |
| Royce & Associates LP | 337,544 | $3.83M | 0.04% | 00.0% | Unchanged |
| Nuveen, LLC | 272,791 | $3.10M | 0.00% | +135,865+99.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 268,676 | $3.05M | 0.01% | +39,265+17.1% | Added |
| Two Sigma Investments, LP | 257,781 | $2.93M | 0.00% | +34,159+15.3% | Added |
| D. E. Shaw & Co., Inc. | 233,344 | $2.65M | 0.00% | −53,618−18.7% | Reduced |
| Northern Trust Corp | 171,888 | $1.95M | 0.00% | −23,883−12.2% | Reduced |
| Morgan Stanley | 158,064 | $1.79M | 0.00% | −991−0.6% | Reduced |
| Trexquant Investment LP | 145,253 | $1.65M | 0.01% | +14,977+11.5% | Added |
| Ameriprise Financial Inc | 138,491 | $1.57M | 0.00% | −1,836−1.3% | Reduced |
| Prudential Financial Inc | 134,095 | $1.52M | 0.00% | −37,435−21.8% | Reduced |
| LSV Asset Management | 131,800 | $1.50M | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 131,707 | $1.49M | 0.00% | +131,707 | New |
| UBS Group AG | 124,439 | $1.41M | 0.00% | +78,365+170.1% | Added |
| JPMorgan Chase & Co | 108,765 | $1.23M | 0.00% | −90,532−45.4% | Reduced |
| Barrett & Company, Inc. | 106,020 | $1.20M | 0.40% | −23,359−18.1% | Reduced |
| Bank of New York Mellon Corp | 101,775 | $1.16M | 0.00% | −171,303−62.7% | Reduced |
| Gsa Capital Partners LLP | 99,170 | $1.13M | 0.10% | +99,170 | New |
| First Trust Advisors LP | 97,214 | $1.10M | 0.00% | +6,400+7.0% | Added |
| Jane Street Group, LLC | 94,502 | $1.07M | 0.00% | +53,682+131.5% | Added |
| Jump Financial, LLC | 88,084 | $999.8K | 0.01% | +15,784+21.8% | Added |
| Huber Capital Management LLC | 86,207 | $978.4K | 0.14% | +86,207 | New |
| Boston Partners | 79,789 | $905.6K | 0.00% | −1,530−1.9% | Reduced |
| Citadel Advisors LLC | 66,379 | $753.4K | 0.00% | −47,890−41.9% | Reduced |
| Qube Research & Technologies Ltd | 63,903 | $725.3K | 0.00% | +63,903 | New |
| American Century Companies Inc | 63,620 | $722.1K | 0.00% | −86−0.1% | Reduced |
| Ancora Advisors, LLC | 63,200 | $717.3K | 0.01% | −76,132−54.6% | Reduced |
| Millennium Management LLC | 61,895 | $702.5K | 0.00% | −27,330−30.6% | Reduced |
| Citigroup Inc | 57,256 | $649.9K | 0.00% | +5,272+10.1% | Added |
| Almitas Capital LLC | 53,570 | $608.0K | 0.13% | +53,570 | New |
| Bank of America Corp | 51,681 | $586.6K | 0.00% | −55,217−51.7% | Reduced |
| Barclays PLC | 46,818 | $531.4K | 0.00% | +3,638+8.4% | Added |
| Ieq Capital, LLC | 45,942 | $521.4K | 0.00% | −15,262−24.9% | Reduced |
| Man Group plc | 45,906 | $521.0K | 0.00% | +2,761+6.4% | Added |
| Invesco Ltd. | 44,519 | $505.3K | 0.00% | −3,246−6.8% | Reduced |
| Creative Planning | 43,447 | $493.1K | 0.00% | −1,597−3.5% | Reduced |
| Two Sigma Advisers, LP | 42,300 | $480.1K | 0.00% | −10,600−20.0% | Reduced |
| Point72 Asset Management, L.P. | 41,142 | $467.0K | 0.00% | +41,142 | New |
| Avenir Corp | 40,800 | $463.1K | 0.05% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 40,553 | $460.3K | 0.00% | −3,879−8.7% | Reduced |
| Wells Fargo & Company | 39,082 | $443.6K | 0.00% | +6,913+21.5% | Added |
| Jefferies Financial Group Inc. | 35,000 | $397.3K | 0.00% | +35,000 | New |
| Graham Capital Management, L.P. | 33,034 | $374.9K | 0.01% | +11,587+54.0% | Added |
| Founders Financial Alliance, LLC | 30,401 | $345.1K | 0.07% | +250+0.8% | Added |
| Bridgeway Capital Management, LLC | 29,700 | $337.1K | 0.01% | +29,700 | New |
| Rhumbline Advisers | 29,188 | $331.3K | 0.00% | −6,117−17.3% | Reduced |
| Segall Bryant & Hamill, LLC | 28,064 | $318.5K | 0.00% | −242,742−89.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 26,048 | $311.5K | 0.03% | −300−1.1% | Reduced |
| Russell Investments Group, Ltd. | 25,720 | $291.9K | 0.00% | −22,507−46.7% | Reduced |
| Alliancebernstein L.P. | 25,670 | $291.4K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 24,637 | $279.6K | 0.19% | −8,950−26.6% | Reduced |
| MetLife Investment Management | 22,446 | $254.8K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 22,161 | $251.5K | 0.01% | +409+1.9% | Added |
| CWM, LLC | 21,793 | $247.0K | 0.00% | +504+2.4% | Added |
| Raymond James Financial Inc | 21,221 | $240.9K | 0.00% | +833+4.1% | Added |
| LPL Financial LLC | 21,220 | $240.8K | 0.00% | +775+3.8% | Added |
| Deutsche Bank AG | 17,897 | $203.1K | 0.00% | −252−1.4% | Reduced |
| Kestra Advisory Services, LLC | 17,742 | $201.4K | 0.00% | +2,136+13.7% | Added |
| Arkadios Wealth Advisors | 16,827 | $191.0K | 0.00% | −1,545−8.4% | Reduced |
| Beacon Investment Advisors LLC | 16,499 | $187.3K | 0.08% | +314+1.9% | Added |
| Tudor Investment Corp Et Al | 15,254 | $173.1K | 0.00% | −3,530−18.8% | Reduced |
| Verition Fund Management LLC | 15,200 | $172.5K | 0.00% | −22,530−59.7% | Reduced |
| BNP Paribas Arbitrage, SA | 15,142 | $171.9K | 0.00% | −6,342−29.5% | Reduced |
| Cerity Partners LLC | 13,714 | $155.7K | 0.00% | +2,095+18.0% | Added |
| Round Rock Advisors, LLC | 13,000 | $147.6K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,901 | $142.3K | 0.00% | −1,503−11.2% | Reduced |
| Colony Group, LLC | 12,535 | $142.3K | 0.00% | +12,535 | New |
| Mariner, LLC | 10,708 | $121.5K | 0.00% | −1,954−15.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,433 | $118.4K | 0.00% | −1,234−10.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,355 | $118.0K | 0.00% | −2,000−16.2% | Reduced |
| Intech Investment Management LLC | 10,334 | $117.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,370 | $95.0K | 0.00% | +929+12.5% | Added |
| New York State Common Retirement Fund | 7,597 | $86.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 7,059 | $72.1K | 0.00% | −25,392−78.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,933 | $67.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,114 | $46.7K | 0.00% | +1,576+62.1% | Added |
| Glen Eagle Advisors, LLC | 4,083 | $46.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,479 | $39.5K | 0.00% | −3,837−52.4% | Reduced |
| Tower Research Capital LLC (TRC) | 3,253 | $36.9K | 0.00% | +1,563+92.5% | Added |
| Allworth Financial LP | 2,421 | $27.5K | 0.00% | +32+1.3% | Added |
| IFP Advisors, Inc | 2,144 | $24.3K | 0.00% | −4,655−68.5% | Reduced |
| Crewe Advisors LLC | 2,000 | $22.7K | 0.00% | +2,000 | New |
| The PNC Financial Services Group, Inc. | 1,936 | $22.0K | 0.00% | +1,919+11,288.2% | Added |
| Ameritas Investment Partners, Inc. | 1,925 | $21.8K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,910 | $21.7K | 0.02% | +21+1.1% | Added |
| Legal & General Group Plc | 1,888 | $21.4K | 0.00% | −330−14.9% | Reduced |
| International Assets Investment Management, LLC | 1,875 | $21.3K | 0.00% | +1,875 | New |
| Farther Finance Advisors, LLC | 1,678 | $19.0K | 0.00% | −369−18.0% | Reduced |
| Royal Bank of Canada | 1,688 | $18.0K | 0.00% | +955+130.3% | Added |
| California State Teachers Retirement System | 1,380 | $15.7K | 0.00% | −172−11.1% | Reduced |
| Essential Partners LLC | 1,355 | $15.4K | 0.00% | −1,113−45.1% | Reduced |