NewtekOne NEWT Institutional Ownership

NASDAQ NEWT

$11.57 +0.39 (+3.49%)

As of: Oct 22, 2026 · 1:04 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

55.56%

▲+2.71 pp QoQ

Shares Held by Institutions

16.06Mn

of 28.90Mn outstanding

▲+5.32% QoQ

Shares Outstanding

28.90Mn

12.84Mn held outside 13F filers

Institutional Investors

148

filed 13F for Jun 2026

▲+3 vs prior quarter

Net Shares Added (QoQ)

+810.36K

accumulated since last quarter

Value of Holdings

$179.67Mn

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

Updated Oct 11, 2026

NewtekOne, Inc. (NASDAQ:NEWT) counted 148 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Their combined stake equaled 55.56% of outstanding shares in Q2 2026, up from 52.85% in Q1 2026.
Total shares held in NewtekOne rose 5.32% from Q1 2026, while the number of holders rose 23.33% from Q2 2025.
Looking at the 148 holders of NEWT individually, 89 added to their positions, 32 reduced their stakes and 27 left their positions unchanged.
Institutional investors held 16.06Mn shares of NewtekOne in total at the end of Q2 2026, up 810.36K from the prior quarter and up 4.57Mn from a year earlier.
As of June 30, 2026, BlackRock, Inc. held the largest stake in NewtekOne with 2.53Mn shares, or 8.75% of shares outstanding.
The largest position increases in NEWT for Q2 2026 were by BlackRock, Inc. (+332.79K shares), T. Rowe Price Associates Inc (+173.09K shares), Two Sigma Investments, LP (+93.64K shares), Tudor Investment Corp (+70.31K shares) and Ameriprise Financial Inc (+67.98K shares).
The largest position reductions in NEWT for Q2 2026 were by Nuveen, LLC (-99.28K shares), Marshall Wace, LLP (-88.15K shares), Vanguard Capital Management LLC (-47.7K shares), Jane Street Group, LLC (-47.56K shares) and North Reef Capital Management LP (-43.27K shares).
Per Business Quant data, the 10 largest holders of NewtekOne at the end of Q2 2026 were BlackRock, Inc. (2.53Mn shares), Patriot Financial Partners GP II, L.P. (2.31Mn shares), Vanguard Capital Management LLC (1.12Mn shares), T. Rowe Price Associates Inc (1.1Mn shares), Goldman Sachs Group Inc (731.31K shares), Geode Capital Management, LLC (703.05K shares), AQR Capital Management LLC (568.82K shares), State Street Corp (539.67K shares), Marshall Wace, LLP (536.05K shares) and Royce & Associates LP (337.54K shares).

Form 13F Holdings

148 Institutional Holders

Report period 30 Jun, 2026

Total shares held 16.06Mn

Of outstanding 55.56%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	2,528,805	8.75%	▲332,792	+15.15%	$37.45Mn
2	Patriot Financial Partners GP II, L.P.	0002061817	2,307,692	7.99%	0	0.00%	$34.18Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,118,464	3.87%	▼47,700	-4.09%	$16.56Mn
4	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	1,095,561	3.79%	▲173,092	+18.76%	$16.23K
5	Goldman Sachs Group Inc	0000886982	731,313	2.53%	▲67,549	+10.18%	$10.83Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	703,047	2.43%	▲45,701	+6.95%	$10.41Mn
7	AQR CAPITAL MANAGEMENT LLC	0001167557	568,816	1.97%	▲3,928	+0.70%	$8.42Mn
8	State Street Corp	0000093751	539,672	1.87%	▲21,970	+4.24%	$8.09Mn
9	MARSHALL WACE, LLP	0001318757	536,051	1.85%	▼88,152	-14.12%	$7.94Mn
10	ROYCE & ASSOCIATES LP	0000906304	337,544	1.17%	0	0.00%	$5.00Mn
11	TWO SIGMA INVESTMENTS, LP	0001179392	332,802	1.15%	▲93,644	+39.16%	$4.93Mn
12	Connor, Clark & Lunn Investment Management Ltd.	0001596800	318,244	1.10%	▲18,276	+6.09%	$4.71Mn
13	Franklin Templeton Inc	0000038777	312,014	1.08%	▲58,021	+22.84%	$4.62Mn
14	Morgan Stanley	0000895421	221,074	0.76%	▼33,506	-13.16%	$3.27Mn
15	Northern Trust Corp	0000073124	215,138	0.74%	▲20,769	+10.69%	$3.19Mn
16	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	207,794	0.72%	▲29,228	+16.37%	$3.08Mn
17	Ameriprise Financial Inc	0000820027	202,166	0.70%	▲67,985	+50.67%	$2.99Mn
18	VANGUARD FIDUCIARY TRUST CO	0000933478	178,517	0.62%	▲8,753	+5.16%	$2.64Mn
19	Squarepoint Ops LLC	0001642575	173,340	0.60%	▲11,533	+7.13%	$2.57Mn
20	TUDOR INVESTMENT CORP ET AL	0000923093	158,583	0.55%	▲70,311	+79.65%	$2.35Mn

Showing 1 to 20 of 148 holders