NewtekOne Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 02/10/2026 | 2.31 M | $26.19 M | 0.00% | 9.17% | |
| BLACKROCK, INC. | 02/12/2026 | 2.16 M | $24.55 M | 2.60% | 8.59% |
| VANGUARD GROUP INC | 01/29/2026 | 1.52 M | $17.21 M | 3.91% | 6.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 617.99 K | $7.02 M | -1.55% | 2.46% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 549.24 K | $6.23 M | 119.34% | 2.18% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 535.52 K | $6.08 M | -7.18% | 2.13% |
| MARSHALL WACE, LLP | 02/13/2026 | 514.98 K | $5.85 M | -7.63% | 2.05% |
| STATE STREET CORP | 02/13/2026 | 501.90 K | $5.79 M | -1.99% | 1.99% |
| NORTH REEF CAPITAL MANAGEMENT LP | 02/17/2026 | 386.92 K | $4.39 M | 0.00% | 1.54% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 357.11 K | $4.05 M | 1,987.61% | 1.42% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 337.54 K | $3.83 M | 0.00% | 1.34% |
| NUVEEN, LLC | 02/12/2026 | 272.79 K | $3.10 M | 99.23% | 1.08% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 268.68 K | $3.05 M | 17.12% | 1.07% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 257.78 K | $2.93 M | 15.28% | 1.02% |
| NORTHERN TRUST CORP | 02/17/2026 | 171.89 K | $1.95 M | -12.20% | 0.68% |
| MORGAN STANLEY | 02/13/2026 | 158.06 K | $1.79 M | -0.62% | 0.63% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 145.25 K | $1.65 M | 11.50% | 0.58% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 138.49 K | $1.57 M | -1.31% | 0.55% |
| PRUDENTIAL FINANCIAL INC | 02/13/2026 | 134.10 K | $1.52 M | -21.82% | 0.53% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 131.80 K | $1.50 M | 0.00% | 0.52% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 131.71 K | $1.49 M | 100.00% | 0.52% |
| UBS GROUP AG | 01/29/2026 | 124.44 K | $1.41 M | 170.09% | 0.49% |
| JPMORGAN CHASE & CO | 02/11/2026 | 108.77 K | $1.23 M | -45.43% | 0.43% |
| BARRETT & COMPANY, INC. | 01/28/2026 | 106.02 K | $1.20 M | -18.05% | 0.42% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 101.78 K | $1.16 M | -62.73% | 0.40% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 99.17 K | $1.13 M | 100.00% | 0.39% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 97.21 K | $1.10 M | 7.05% | 0.39% |
| JANE STREET GROUP, LLC | 02/12/2026 | 94.50 K | $1.07 M | 131.51% | 0.38% |
| JUMP FINANCIAL, LLC | 02/17/2026 | 88.08 K | $999.75 K | 21.83% | 0.35% |
| HUBER CAPITAL MANAGEMENT LLC | 02/13/2026 | 86.21 K | $978.45 K | 100.00% | 0.34% |
| BOSTON PARTNERS | 02/13/2026 | 79.79 K | $905.61 K | -1.88% | 0.32% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 71.60 K | $812.66 K | 116.97% | 0.28% |
| CITADEL ADVISORS LLC | 02/17/2026 | 66.38 K | $753.40 K | -41.91% | 0.26% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 63.90 K | $725.30 K | 100.00% | 0.25% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 63.62 K | $722.10 K | -0.14% | 0.25% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 63.20 K | $717.32 K | -54.64% | 0.25% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 61.90 K | $702.51 K | -30.63% | 0.25% |
| CITIGROUP INC | 02/13/2026 | 57.26 K | $649.86 K | 10.14% | 0.23% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 53.57 K | $608.02 K | 100.00% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 51.68 K | $586.58 K | -51.65% | 0.21% |
| BARCLAYS PLC | 02/13/2026 | 46.82 K | $531.38 K | 8.43% | 0.19% |
| IEQ CAPITAL, LLC | 02/13/2026 | 45.94 K | $521.44 K | -24.94% | 0.18% |
| INVESCO LTD. | 02/19/2026 | 44.52 K | $505.29 K | -6.80% | 0.18% |
| CREATIVE PLANNING | 02/17/2026 | 43.45 K | $493.13 K | -3.55% | 0.17% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 42.30 K | $480.11 K | -20.04% | 0.17% |
| AVENIR CORP | 02/13/2026 | 40.80 K | $463.08 K | 0.00% | 0.16% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 40.55 K | $460.28 K | -8.73% | 0.16% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 39.08 K | $443.58 K | 21.49% | 0.16% |
| JEFFERIES FINANCIAL GROUP INC. | 02/09/2026 | 35.00 K | $397.25 K | 100.00% | 0.14% |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 33.03 K | $374.94 K | 54.03% | 0.13% |
NewtekOne Inc institutional Ownership - FAQ's
During the previous two years, 157 institutional investors and hedge funds held shares of NewtekOne Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 2.16 M
VANGUARD GROUP INC: 1.52 M
GEODE CAPITAL MANAGEMENT, LLC: 617,989
GOLDMAN SACHS GROUP INC: 549,239
AQR CAPITAL MANAGEMENT LLC: 535,523
MARSHALL WACE, LLP: 514,980
57.09% of NewtekOne Inc stock is owned by institutional investors.
Institutional investors have bought a total of 12.80 M shares in the last 24 months. This purchase volume represents approximately $166.07 M in transactions.