NewtekOne Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 2.53 M | $37.45 M | 15.15% | 8.31% |
| PATRIOT FINANCIAL PARTNERS GP II, L.P. | 08/13/2026 | 2.31 M | $34.18 M | 0.00% | 7.58% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.12 M | $16.56 M | -4.09% | 3.67% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 1.10 M | $16.23 M | 18.76% | 3.60% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 731.31 K | $10.83 M | 10.18% | 2.40% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 703.05 K | $10.41 M | 6.95% | 2.31% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 568.82 K | $8.42 M | 0.70% | 1.87% |
| MARSHALL WACE, LLP | 08/13/2026 | 536.05 K | $7.94 M | -14.12% | 1.76% |
| STATE STREET CORP | 09/22/2026 | 539.67 K | $8.09 M | 4.24% | 1.73% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 337.54 K | $5.00 M | 0.00% | 1.11% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 332.80 K | $4.93 M | 39.16% | 1.09% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 318.24 K | $4.71 M | 6.09% | 1.05% |
| FRANKLIN TEMPLETON INC | 08/13/2026 | 312.01 K | $4.62 M | 22.84% | 1.03% |
| MORGAN STANLEY | 08/13/2026 | 221.07 K | $3.27 M | -13.16% | 0.73% |
| NORTHERN TRUST CORP | 08/13/2026 | 215.14 K | $3.19 M | 10.69% | 0.71% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 207.79 K | $3.08 M | 16.37% | 0.68% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 202.17 K | $2.99 M | 50.67% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 178.52 K | $2.64 M | 5.16% | 0.59% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 173.34 K | $2.57 M | 7.13% | 0.57% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 158.58 K | $2.35 M | 79.65% | 0.52% |
| NORTH REEF CAPITAL MANAGEMENT LP | 08/14/2026 | 155.68 K | $2.31 M | -21.75% | 0.51% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 152.84 K | $2.26 M | 10.35% | 0.50% |
| NUVEEN, LLC | 08/11/2026 | 141.90 K | $2.10 M | -41.16% | 0.47% |
| BARRETT & COMPANY, INC. | 07/24/2026 | 129.62 K | $1.92 M | 16.86% | 0.43% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 124.56 K | $1.84 M | -12.66% | 0.41% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 120.63 K | $1.79 M | 49.77% | 0.40% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 120.06 K | $1.78 M | -16.05% | 0.39% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 118.00 K | $1.75 M | -2.07% | 0.39% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 100.25 K | $1.48 M | 3.86% | 0.33% |
| HUBER CAPITAL MANAGEMENT LLC | 08/12/2026 | 99.21 K | $1.47 M | -1.00% | 0.33% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 94.00 K | $1.39 M | 100.00% | 0.31% |
| CITIGROUP INC | 08/03/2026 | 85.31 K | $1.26 M | 24.87% | 0.28% |
| BOSTON PARTNERS | 08/04/2026 | 84.63 K | $1.25 M | 1.62% | 0.28% |
| MAN GROUP PLC | 08/14/2026 | 82.24 K | $1.22 M | 13.88% | 0.27% |
| CREATIVE PLANNING | 08/13/2026 | 78.89 K | $1.17 M | 35.47% | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 71.20 K | $1.05 M | 67.53% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 70.99 K | $1.05 M | 8.48% | 0.23% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 64.00 K | $947.80 K | 15.96% | 0.21% |
| SEGALL BRYANT & HAMILL, LLC | 08/12/2026 | 63.43 K | $939.44 K | 0.00% | 0.21% |
| RIDGEWOOD INVESTMENTS LLC | 08/03/2026 | 62.29 K | $922.44 K | -0.32% | 0.20% |
| INVESCO LTD. | 08/14/2026 | 57.74 K | $855.19 K | 16.39% | 0.19% |
| JANE STREET GROUP, LLC | 08/14/2026 | 55.70 K | $824.92 K | 152.04% | 0.18% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 53.86 K | $797.71 K | -14.33% | 0.18% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 53.57 K | $793.37 K | 0.00% | 0.18% |
| NUMERAI GP LLC | 08/14/2026 | 51.19 K | $758.09 K | -15.55% | 0.17% |
| IEQ CAPITAL, LLC | 08/11/2026 | 51.18 K | $758.04 K | 7.95% | 0.17% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 08/06/2026 | 51.01 K | $755.43 K | 98.22% | 0.17% |
| JUMP FINANCIAL, LLC | 08/13/2026 | 50.20 K | $743.46 K | -7.43% | 0.16% |
| CITADEL ADVISORS LLC | 09/02/2026 | 44.50 K | $659.05 K | 147.22% | 0.15% |
| AVENIR CORP | 08/13/2026 | 40.80 K | $604.25 K | 0.00% | 0.13% |
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NewtekOne Inc institutional Ownership - FAQ's
During the previous two years, 202 institutional investors and hedge funds held shares of NewtekOne Inc. The most heavily invested institutionals were:
BARRETT & COMPANY, INC.: 98,320
North Star Investment Management Corp.: 94,000
Ridgewood Investments LLC: 62,285
BAILARD, INC.: 27,700
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 23,936
Farther Finance Advisors, LLC: 2,497
51.57% of NewtekOne Inc stock is owned by institutional investors.
Institutional investors have bought a total of 20.20 M shares in the last 24 months. This purchase volume represents approximately $217.38 M in transactions.