NewtekOne, Inc. (NEWT) Institutional Ownership

Ownership Summary

NewtekOne, Inc. (NASDAQ:NEWT) currently has 132 active institutional owners and shareholders as of today (September 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• These investors collectively held 55.2% of the company's total shares outstanding in September 2025, up from 45.5% in June 2025.
• Institutional share ownership changed by 27.39% QoQ, while the number of institutional owners saw an increase of 26.92% YoY.
• A review of institutional activity for NewtekOne shows 66 of 132 filers increasing their positions, while 46 reduced their stake, and 20 remained unchanged.
• The aggregate institutional position in NewtekOne now stands at 14.37Mn shares as of September 2025, after investors increased their holdings (up by 3.09Mn shares quarter on quarter which is up 5.33Mn shares year over year).
• Patriot Financial Partners GP II, L.P. continues to be the largest institutional holder of NewtekOne as of September 30, 2025, with a position of 2.31Mn shares, representing 8.87% of the company's outstanding stock.
• Among the most significant buyers of NewtekOne during September 2025 were Patriot Financial Partners GP II, L.P. (2.31Mn), North Reef Capital Management LP (386.92K), AQR CAPITAL MANAGEMENT LLC (221.12K), TWO SIGMA INVESTMENTS, LP (115.37K), CITADEL ADVISORS LLC (114.27K).
• Leading sellers of NewtekOne stock in September 2025 included UBS Group AG (159.17K), TUDOR INVESTMENT CORP ET AL (90.79K), MILLENNIUM MANAGEMENT LLC (79.75K), MARSHALL WACE, LLP (66.01K), GOLDMAN SACHS GROUP INC (58.51K).
• The top 10 institutional holders of NewtekOne for the quarter ending September 2025 included Patriot Financial Partners GP II, L.P. (2.31Mn), BlackRock, Inc. (2.11Mn), VANGUARD GROUP INC (1.46Mn), GEODE CAPITAL MANAGEMENT, LLC (627.74K), AQR CAPITAL MANAGEMENT LLC (576.97K), MARSHALL WACE, LLP (557.53K), STATE STREET CORP (512.07K), North Reef Capital Management LP (386.92K), ROYCE & ASSOCIATES LP (337.54K), D. E. Shaw & Co., Inc. (286.96K).