Who Owns NEWT?

NewtekOne, Inc. — Institutional Ownership & 13F Holdings

$12.99

+0.25 (+1.96%)

Market Cap

$367.3M

Shares Outstanding

28,831,500

Institutional Holders

126

Total Inst. Value

$115.2M

% of Float Held

42.4%

QoQ Holder Change

+56

Institutional data as of Q1 2025

New Positions

30

Closed Positions

18

Increased

48

Decreased

33

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1BlackRock, Inc.$25.4M2,126,296
2VANGUARD GROUP INC$16.9M1,410,640
3GEODE CAPITAL MANAGEMENT, LLC$7.4M615,692
4ROYCE & ASSOCIATES LP$6.2M520,035
5STATE STREET CORP$6.1M506,039
6Bank of New York Mellon Corp$3.2M269,790
7JPMORGAN CHASE & CO$2.5M213,312
8NORTHERN TRUST CORP$2.5M207,721
9GOLDMAN SACHS GROUP INC$2.5M206,395
10MORGAN STANLEY$2.2M184,743

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold NEWT?

As of Q1 2025, 126 institutional investors report holding NEWT (NewtekOne, Inc.) in their 13F filings.

What percentage of NewtekOne, Inc. is owned by institutions?

Institutional investors hold approximately 42.4% of NewtekOne, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most NEWT?

The largest institutional holder of NEWT is BlackRock, Inc. with $25.4M in shares.

Are institutions buying or selling NEWT?

This quarter, 30 institutions opened new positions in NEWT and 18 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.