Newtek Business Services Ownership | Who Owns Newtek Business Services?
Newtek Business Services Ownership Summary
Newtek Business Services is owned by 45.14% institutional investors, 7.13% insiders, and 47.73% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.75% of NEWT shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.23% of its assets in Newtek Business Services shares.
NEWT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Newtek Business Services | 45.14% | 7.13% | 47.73% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Asset Management Stocks | 50.65% | 9.51% | 39.84% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.04M | 7.75% | $23.00M |
| Blackrock | 1.83M | 7.52% | $22.97M |
| Vanguard group | 1.38M | 5.44% | $17.67M |
| Marshall wace, llp | 623.54K | 2.37% | $7.03M |
| Geode capital management | 584.54K | 2.30% | $7.47M |
| State street | 469.82K | 1.93% | $5.91M |
| Royce & associates lp | 337.54K | 1.28% | $3.81M |
| Goldman sachs group | 309.81K | 1.22% | $3.96M |
| Bank of new york mellon | 279.00K | 1.10% | $3.56M |
| Connor, clark & lunn investment management | 210.07K | 0.80% | $2.37M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Commons capital | 70.66K | 0.60% | $797.02K |
| Barrett & company | 131.35K | 0.56% | $1.48M |
| Bard associates | 125.81K | 0.46% | $1.42M |
| Corton capital | 28.31K | 0.37% | $319.35K |
| 1620 investment advisors | 33.77K | 0.27% | $380.95K |
| Ridgewood investments | 52.48K | 0.26% | $592.03K |
| Beacon investment advisors | 25.57K | 0.12% | $289.15K |
| Founders financial alliance | 29.22K | 0.10% | $373.08K |
| Dynamic technology lab private | 55.93K | 0.09% | $631.00K |
| Campbell & co investment adviser | 65.77K | 0.05% | $741.89K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 623.54K | 0.01% | 187.10K |
| Goldman sachs group | 309.81K | 0.00% | 155.50K |
| Bank of new york mellon | 279.00K | 0.00% | 113.26K |
| Jpmorgan chase | 139.52K | 0.00% | 105.40K |
| Morgan stanley | 163.42K | 0.00% | 74.33K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Franklin resources | - | - | -250.07K |
| Royce & associates lp | 337.54K | 0.04% | -182.49K |
| Jacobs asset management | - | - | -176.20K |
| Wellington management group llp | - | - | -98.68K |
| Blackrock funding, inc. /de | 2.04M | 0.00% | -87.72K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Commons capital | 70.66K | 0.60% | 70.66K | $797.02K |
| Verition fund management | 42.26K | 0.00% | 42.26K | $476.64K |
| State of wisconsin investment board | 33.44K | 0.00% | 33.44K | $377.15K |
| Petrus trust company, lta | 28.12K | 0.03% | 28.12K | $317.19K |
| Ieq capital | 25.26K | 0.00% | 25.26K | $284.93K |
Sold Out
| Holder | Change |
|---|---|
| Parallel advisors | -13.00 |
| Nelson, van denburg & campbell wealth management group | -16.00 |
| Hexagon capital partners | -20.00 |
| Stephens consulting | -30.00 |
| Parkside financial bank & trust | -40.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 125 | -3.10% | 11,867,369 | 12.27% | 45 | 2.79% | 77 | 5.48% | 32 | -5.88% |
| Mar 31, 2025 | 130 | 5.69% | 10,582,185 | 11.98% | 40 | 2.91% | 74 | -7.50% | 35 | 29.63% |
| Dec 31, 2024 | 115 | 8.49% | 8,803,905 | -3.33% | 34 | 2.53% | 74 | 25.42% | 25 | -19.35% |
| Sep 30, 2024 | 105 | 0.96% | 9,103,446 | -6.75% | 37 | 2.35% | 59 | -1.67% | 31 | - |
| Jun 30, 2024 | 103 | 9.57% | 9,762,306 | 4.86% | 40 | 2.73% | 59 | 13.46% | 31 | 10.71% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 849.11K | 3.23% | - |
| Vanguard Total Stock Mkt Idx Inv | 830.80K | 3.16% | -18.31K |
| iShares Russell 2000 ETF | 619.92K | 2.36% | -11.76K |
| Royce Small-Cap Total Return Invmt | 490.17K | 1.89% | -547.55K |
| Royce Small-Cap Quality Value Composite | 490.17K | 1.89% | -547.55K |
| Royce Value Trust Inc | 314.89K | 1.20% | - |
| Royce Small-Cap Trust | 314.89K | 1.20% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 269.65K | 1.02% | -116.24K |
| Fidelity Small Cap Index | 259.93K | 0.99% | -409.00 |
| iShares Russell 2000 Value ETF | 212.30K | 0.81% | 157.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 01, 2025 | SALUTE RICHARD J | - | Buy | $7.86K |
| Aug 01, 2025 | SALUTE RICHARD J | - | Buy | $15.75K |
| Jun 20, 2025 | SLOANE BARRY | Chairman & CEO | Buy | $10.39K |
| Jun 20, 2025 | SLOANE BARRY | Chairman & CEO | Buy | $10.39K |
| May 29, 2025 | Downs Peter Mathison | President - Newtek Bank, N.A. | Buy | $5.54K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 28 | - |
| 2025 Q1 | 2 | - |
| 2024 Q4 | 7 | - |
| 2024 Q3 | 15 | 2 |
| 2024 Q2 | 12 | 3 |
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