NewtekOne NEWT Institutional Ownership

NASDAQ NEWT

$11.23 +0.10 (+0.85%)

As of: Oct 1, 2026 · 3:22 PM EDT

Institutions by Trading Activity

148 Institutions

Increased 89 60.1%

Unchanged 27 18.2%

Reduced 32 21.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

56.33%

▲+2.76 pp QoQ

Shares Held by Institutions

16.06Mn

of 28.50Mn outstanding

▲+7.75% QoQ

Shares Outstanding

28.50Mn

12.45Mn held outside 13F filers

Institutional Investors

148

filed 13F for Jun 2026

▲+3 vs prior quarter

Net Shares Added (QoQ)

+1.15Mn

accumulated since last quarter

Value of Holdings

$178.71Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

NewtekOne, Inc. (NASDAQ:NEWT) appears in 148 institutional 13F filings for the quarter ending June 2026.

These investors held 56.3% of outstanding shares in June 2026, up from 53.6% in March 2026.
They increased total shares held in NEWT by 7.75% quarter over quarter, and investors in NewtekOne increased 21.31% from a year ago.
Of these 148 holders, 89 added to their stakes in NewtekOne, 32 trimmed positions, and 27 made no changes.
The aggregate institutional position in NewtekOne amounted to 16.06Mn shares as of June 2026, up by 1.15Mn shares quarter on quarter, and up 4.57Mn shares year over year.
BlackRock, Inc. leads ownership in NEWT with 2.53Mn shares as of June 30, 2026, equal to 8.87% of outstanding shares.
The most significant purchases of NEWT for the quarter ending June 2026 came from BlackRock, Inc. (332.79K), PRICE T ROWE ASSOCIATES INC /MD/ (173.09K), North Star Investment Management Corp. (94.0K), TWO SIGMA INVESTMENTS, LP (93.64K), TUDOR INVESTMENT CORP ET AL (70.31K).
The largest sellers of NewtekOne for the quarter ending June 2026 were Nuveen, LLC (99.28K), MARSHALL WACE, LLP (88.15K), VANGUARD CAPITAL MANAGEMENT LLC (47.7K), JANE STREET GROUP, LLC (47.56K), North Reef Capital Management LP (43.27K).
NewtekOne's 10 largest shareholders as of June 2026 include BlackRock, Inc. (2.53Mn), Patriot Financial Partners GP II, L.P. (2.31Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.12Mn), PRICE T ROWE ASSOCIATES INC /MD/ (1.1Mn), Goldman Sachs Group Inc (731.31K), GEODE CAPITAL MANAGEMENT, LLC (703.05K), AQR CAPITAL MANAGEMENT LLC (568.82K), State Street Corp (539.67K), MARSHALL WACE, LLP (536.05K), ROYCE & ASSOCIATES LP (337.54K) per Business Quant data.

Form 13F Holdings

148 Institutional Holders

Report period 30 Jun, 2026

Total shares held 16.06Mn

Of outstanding 56.33%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	2,528,805	8.87%	▲332,792	+15.15%	$37.45Mn
2	Patriot Financial Partners GP II, L.P.	0002061817	2,307,692	8.10%	0	0.00%	$34.18Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,118,464	3.92%	▼47,700	-4.09%	$16.56Mn
4	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	1,095,561	3.84%	▲173,092	+18.76%	$16.23K
5	Goldman Sachs Group Inc	0000886982	731,313	2.57%	▲67,549	+10.18%	$10.83Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	703,047	2.47%	▲45,701	+6.95%	$10.41Mn
7	AQR CAPITAL MANAGEMENT LLC	0001167557	568,816	2.00%	▲3,928	+0.70%	$8.42Mn
8	State Street Corp	0000093751	539,672	1.89%	▲21,970	+4.24%	$8.09Mn
9	MARSHALL WACE, LLP	0001318757	536,051	1.88%	▼88,152	-14.12%	$7.94Mn
10	ROYCE & ASSOCIATES LP	0000906304	337,544	1.18%	0	0.00%	$5.00Mn
11	TWO SIGMA INVESTMENTS, LP	0001179392	332,802	1.17%	▲93,644	+39.16%	$4.93Mn
12	Connor, Clark & Lunn Investment Management Ltd.	0001596800	318,244	1.12%	▲18,276	+6.09%	$4.71Mn
13	Franklin Templeton Inc	0000038777	312,014	1.09%	▲58,021	+22.84%	$4.62Mn
14	Morgan Stanley	0000895421	221,074	0.78%	▼33,506	-13.16%	$3.27Mn
15	Northern Trust Corp	0000073124	215,138	0.75%	▲20,769	+10.69%	$3.19Mn
16	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	207,794	0.73%	▲29,228	+16.37%	$3.08Mn
17	Ameriprise Financial Inc	0000820027	202,166	0.71%	▲67,985	+50.67%	$2.99Mn
18	VANGUARD FIDUCIARY TRUST CO	0000933478	178,517	0.63%	▲8,753	+5.16%	$2.64Mn
19	Squarepoint Ops LLC	0001642575	173,340	0.61%	▲11,533	+7.13%	$2.57Mn
20	TUDOR INVESTMENT CORP ET AL	0000923093	158,583	0.56%	▲70,311	+79.65%	$2.35Mn

Showing 1 to 20 of 148 holders