NewtekOne Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/06/2026 | 2.31 M | $25.27 M | 0.00% | 7.40% | |
| BLACKROCK, INC. | 05/13/2026 | 2.20 M | $24.05 M | 1.53% | 7.05% |
| 05/15/2026 | 1.17 M | $12.77 M | 100.00% | 3.74% | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 922.47 K | $10.10 M | 158.32% | 2.96% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 663.76 K | $7.27 M | 20.85% | 2.13% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 657.35 K | $7.20 M | 6.37% | 2.11% |
| MARSHALL WACE, LLP | 05/15/2026 | 624.20 K | $6.84 M | 21.21% | 2.00% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 564.89 K | $6.19 M | 5.48% | 1.81% |
| STATE STREET CORP | 05/15/2026 | 517.70 K | $5.77 M | 3.15% | 1.66% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 337.54 K | $3.70 M | 0.00% | 1.08% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 299.97 K | $3.28 M | 11.65% | 0.96% |
| MORGAN STANLEY | 05/15/2026 | 254.58 K | $2.79 M | 61.06% | 0.82% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 253.99 K | $2.78 M | 100.00% | 0.82% |
| NUVEEN, LLC | 04/30/2026 | 241.17 K | $2.64 M | -11.59% | 0.77% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 239.16 K | $2.62 M | -7.22% | 0.77% |
| NORTH REEF CAPITAL MANAGEMENT LP | 05/15/2026 | 198.95 K | $2.18 M | -48.58% | 0.64% |
| NORTHERN TRUST CORP | 05/14/2026 | 194.37 K | $2.13 M | 13.08% | 0.62% |
| 05/08/2026 | 178.57 K | $1.96 M | 100.00% | 0.57% | |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 169.76 K | $1.86 M | 100.00% | 0.54% |
| AMERIPRISE FINANCIAL INC | 07/17/2026 | 134.18 K | $1.47 M | -3.11% | 0.53% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 161.81 K | $1.77 M | 22.85% | 0.52% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 143.01 K | $1.57 M | -38.71% | 0.46% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 142.61 K | $1.56 M | -1.82% | 0.46% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 138.51 K | $1.52 M | 36.09% | 0.44% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 120.50 K | $1.32 M | -8.57% | 0.39% |
| BARRETT & COMPANY, INC. | 05/04/2026 | 110.92 K | $1.21 M | 4.62% | 0.36% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 108.39 K | $1.19 M | 69.62% | 0.35% |
| HUBER CAPITAL MANAGEMENT LLC | 05/12/2026 | 100.21 K | $1.10 M | 16.24% | 0.32% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 96.53 K | $1.06 M | -0.70% | 0.31% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 88.27 K | $966.58 K | 478.68% | 0.28% |
| BOSTON PARTNERS | 05/11/2026 | 83.27 K | $911.83 K | 4.37% | 0.27% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 80.54 K | $881.95 K | 98.61% | 0.26% |
| MAN GROUP PLC | 05/15/2026 | 72.22 K | $790.75 K | 57.31% | 0.23% |
| CITIGROUP INC | 05/11/2026 | 68.32 K | $748.09 K | 19.32% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 65.44 K | $716.59 K | 26.63% | 0.21% |
| SEGALL BRYANT & HAMILL, LLC | 05/22/2026 | 63.43 K | $694.59 K | 126.03% | 0.20% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 62.87 K | $688.44 K | 1.58% | 0.20% |
| RIDGEWOOD INVESTMENTS LLC | 04/03/2026 | 62.49 K | $684.21 K | 100.00% | 0.20% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 60.82 K | $666.00 K | -38.68% | 0.20% |
| NUMERAI GP LLC | 05/15/2026 | 60.61 K | $663.70 K | 100.00% | 0.19% |
| CREATIVE PLANNING | 05/12/2026 | 58.23 K | $637.64 K | 34.03% | 0.19% |
| JANE STREET GROUP, LLC | 05/12/2026 | 58.09 K | $636.06 K | -38.53% | 0.19% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 55.19 K | $604.32 K | -13.25% | 0.18% |
| JUMP FINANCIAL, LLC | 05/14/2026 | 54.23 K | $593.81 K | -38.43% | 0.17% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 53.57 K | $586.59 K | 0.00% | 0.17% |
| INVESCO LTD. | 05/12/2026 | 49.61 K | $543.26 K | 11.44% | 0.16% |
| IEQ CAPITAL, LLC | 05/15/2026 | 47.42 K | $519.21 K | 3.21% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 42.50 K | $465.38 K | -40.64% | 0.14% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 05/14/2026 | 42.35 K | $463.77 K | 100.00% | 0.14% |
| AVENIR CORP | 05/14/2026 | 40.80 K | $446.76 K | 0.00% | 0.13% |
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NewtekOne Inc institutional Ownership - FAQ's
During the previous two years, 195 institutional investors and hedge funds held shares of NewtekOne Inc. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 152,841
BARRETT & COMPANY, INC.: 129,618
LSV ASSET MANAGEMENT: 118,000
North Star Investment Management Corp.: 94,000
CITIGROUP INC: 85,311
Boston Partners: 84,625
60.72% of NewtekOne Inc stock is owned by institutional investors.
Institutional investors have bought a total of 16.20 M shares in the last 24 months. This purchase volume represents approximately $196.22 M in transactions.