NewtekOne, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 11/14/2025 | 2.31 M | $26.42 M | 100.00% | 9.17% | |
| BLACKROCK, INC. | 11/12/2025 | 2.11 M | $24.14 M | 3.41% | 8.38% |
| VANGUARD GROUP INC | 11/07/2025 | 1.46 M | $16.71 M | 1.88% | 5.80% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 627.74 K | $7.19 M | -0.38% | 2.49% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 576.97 K | $6.61 M | 62.14% | 2.29% |
| MARSHALL WACE, LLP | 11/13/2025 | 557.53 K | $6.38 M | -10.59% | 2.22% |
| STATE STREET CORP | 11/14/2025 | 512.07 K | $5.86 M | -1.44% | 2.03% |
| NORTH REEF CAPITAL MANAGEMENT LP | 11/14/2025 | 386.92 K | $4.43 M | 100.00% | 1.54% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 337.54 K | $3.86 M | 0.00% | 1.34% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 286.96 K | $3.29 M | 41.06% | 1.14% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 273.08 K | $3.13 M | 1.27% | 1.09% |
| SEGALL BRYANT & HAMILL, LLC | 11/12/2025 | 270.81 K | $3.10 M | -4.90% | 1.08% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 250.41 K | $2.87 M | -18.94% | 1.00% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 229.41 K | $2.63 M | 9.21% | 0.91% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 223.62 K | $2.56 M | 106.58% | 0.89% |
| JPMORGAN CHASE & CO | 11/26/2025 | 199.30 K | $2.28 M | -5.08% | 0.79% |
| NORTHERN TRUST CORP | 11/14/2025 | 195.77 K | $2.24 M | -1.26% | 0.78% |
| PRUDENTIAL FINANCIAL INC | 11/13/2025 | 171.53 K | $1.96 M | -19.18% | 0.68% |
| MORGAN STANLEY | 11/14/2025 | 159.06 K | $1.82 M | -2.54% | 0.63% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 140.33 K | $1.61 M | -2.28% | 0.56% |
| ANCORA ADVISORS, LLC | 11/14/2025 | 139.33 K | $1.60 M | -1.76% | 0.55% |
| NUVEEN, LLC | 11/12/2025 | 136.93 K | $1.57 M | 164.54% | 0.54% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 131.80 K | $1.51 M | 18.42% | 0.52% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 130.28 K | $1.49 M | -3.30% | 0.52% |
| BARRETT & COMPANY, INC. | 10/31/2025 | 129.38 K | $1.48 M | -1.50% | 0.51% |
| BARD ASSOCIATES INC | 11/14/2025 | 121.64 K | $1.39 M | -3.32% | 0.48% |
| CITADEL ADVISORS LLC | 11/14/2025 | 114.27 K | $1.31 M | -47.53% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 106.90 K | $1.22 M | -21.15% | 0.42% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 90.81 K | $1.04 M | -6.13% | 0.36% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 90.77 K | $1.04 M | -27.39% | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 89.23 K | $1.02 M | -47.20% | 0.35% |
| BOSTON PARTNERS | 11/13/2025 | 81.32 K | $931.10 K | 14.45% | 0.32% |
| JUMP FINANCIAL, LLC | 11/13/2025 | 72.30 K | $827.84 K | 2.73% | 0.29% |
| COMMONS CAPITAL, LLC | 11/12/2025 | 70.66 K | $809.03 K | 0.00% | 0.28% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 63.71 K | $729.44 K | -2.72% | 0.25% |
| IEQ CAPITAL, LLC | 11/14/2025 | 61.20 K | $700.79 K | 142.30% | 0.24% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 52.90 K | $605.71 K | 280.58% | 0.21% |
| RIDGEWOOD INVESTMENTS LLC | 10/30/2025 | 52.49 K | $600.95 K | 0.00% | 0.21% |
| CITIGROUP INC | 11/10/2025 | 51.98 K | $595.22 K | 65.59% | 0.21% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 48.23 K | $552.19 K | 47.64% | 0.19% |
| INVESCO LTD. | 11/13/2025 | 47.77 K | $546.91 K | 2.39% | 0.19% |
| UBS GROUP AG | 11/13/2025 | 46.07 K | $527.55 K | -77.55% | 0.18% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/14/2025 | 45.53 K | $521.28 K | 79.86% | 0.18% |
| CREATIVE PLANNING | 11/14/2025 | 45.04 K | $515.75 K | 100.00% | 0.18% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 44.43 K | $508.75 K | 171.03% | 0.18% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 10/28/2025 | 43.60 K | $499.22 K | -33.71% | 0.17% |
| BARCLAYS PLC | 11/12/2025 | 43.18 K | $494.41 K | 1.51% | 0.17% |
| MAN GROUP PLC | 11/14/2025 | 43.15 K | $494.01 K | 7.49% | 0.17% |
| JANE STREET GROUP, LLC | 11/14/2025 | 40.82 K | $467.39 K | 15.38% | 0.16% |
| AVENIR CORP | 11/14/2025 | 40.80 K | $467.16 K | 7.94% | 0.16% |
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NewtekOne, Inc. institutional Ownership - FAQ's
During the previous two years, 171 institutional investors and hedge funds held shares of NewtekOne, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 2.11 M
VANGUARD GROUP INC: 1.46 M
GEODE CAPITAL MANAGEMENT, LLC: 627,736
AQR CAPITAL MANAGEMENT LLC: 576,972
MARSHALL WACE, LLP: 557,532
STATE STREET CORP: 512,074
57.06% of NewtekOne, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 14.50 M shares in the last 24 months. This purchase volume represents approximately $163.17 M in transactions.