NewtekOne Ownership | Who Owns NewtekOne?

Overview Forecast RevenueFinancials Chart Transcripts

NewtekOne Ownership Summary

NewtekOne is owned by 21.02% institutional investors, 5.90% insiders, and 73.07% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.73% of NEWT shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.23% of its assets in NewtekOne shares.

NEWT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	NewtekOne	21.02%	5.90%	73.07%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Regional Banks Stocks	38.44%	12.57%	48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	2.20M	8.73%	$24.05M
Blackrock	1.83M	7.52%	$22.97M
Vanguard group	1.52M	6.02%	$17.21M
Price t rowe associates inc /md/	922.47K	3.67%	$10.10M
Goldman sachs group	663.76K	2.64%	$7.27M
Geode capital management	657.35K	2.61%	$7.20M
Marshall wace, llp	624.20K	2.48%	$6.84M
Aqr capital management	564.89K	2.24%	$6.19M
State street	517.70K	2.06%	$5.77M
Royce & associates lp	337.54K	1.34%	$3.70M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Eversource wealth advisors	29.68K	0.47%	$15.30M
Barrett & company	110.92K	0.42%	$1.21M
Ridgewood investments	62.48K	0.28%	$684.21K
1620 investment advisors	24.64K	0.18%	$269.77K
Huber capital management	100.21K	0.17%	$1.10M
Almitas capital	53.57K	0.13%	$586.59K
North reef capital management lp	198.95K	0.07%	$2.18M
Beacon investment advisors	16.72K	0.07%	$183.12K
Numerai gp	60.61K	0.07%	$663.70K
Founders financial alliance	28.64K	0.06%	$313.64K

Top Buyers

Holder	Shares	% Assets	Change
Price t rowe associates inc /md/	922.47K	0.00%	565.36K
Franklin resources	253.99K	0.00%	253.99K
Vanguard fiduciary trust	169.76K	0.00%	169.76K
Goldman sachs group	663.76K	0.00%	114.53K
Marshall wace, llp	624.20K	0.01%	109.22K

Top Sellers

Holder	Shares	% Assets	Change
North reef capital management lp	198.95K	0.07%	-187.97K
Jacobs asset management	-	-	-176.20K
Prudential financial	-	-	-134.09K
Bard associates	-	-	-121.64K
Ubs group	15.67K	-	-108.77K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	169.76K	0.00%	169.76K	$1.86M
Ridgewood investments	62.48K	0.28%	62.48K	$684.21K
Numerai gp	60.61K	0.07%	60.61K	$663.70K
Vanguard global advisers	40.24K	0.00%	40.24K	$440.67K
Susquehanna fundamental investments	29.61K	0.01%	29.61K	$324.20K

Sold Out

Holder	Change
Steward partners investment advisory	-12.00
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 %
Mar 31, 2026	54	-59.70%	5,291,337	-63.29%	21	0.64%	30	-53.85%	14	-72.55%
Dec 31, 2025	36	-73.13%	4,408,169	-69.32%	17	0.54%	21	-70.42%	12	-72.73%
Sep 30, 2025	42	-64.41%	2,638,738	-75.08%	10	0.65%	25	-66.22%	10	-65.52%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	849.11K	3.23%	-
Vanguard Total Stock Mkt Idx Inv	828.41K	2.87%	-
iShares Russell 2000 ETF	625.63K	2.17%	5.26K
Royce Small-Cap Quality Value Composite	490.17K	1.89%	-547.55K
Royce Small-Cap Total Return Invmt	490.17K	1.89%	-547.55K
Royce Value Trust Inc	314.89K	1.20%	-
T. Rowe Price Integr US Sm-MidCapCore Eq	316.76K	1.10%	316.76K
T. Rowe Price Integrated US SMCC Eq I	316.76K	1.10%	88.86K
Royce Small-Cap Trust	314.89K	1.09%	-
Vanguard Institutional Extnd Mkt Idx Tr	313.07K	1.09%	2.68K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 03, 2026	Brunet Craig Jeffry	-	Buy	$12.70K
May 26, 2026	Downs Peter Mathison	President, Newtek Bank	Buy	$9.99K
May 15, 2026	Brunet Craig Jeffry	-	Buy	$4.20K
May 08, 2026	Zink Gregory L	-	Buy	$13.87K
May 07, 2026	SALUTE RICHARD J	-	Buy	$13.47K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	5	-
2026 Q1	4	-
2025 Q4	9	-
2025 Q3	2	-
2025 Q2	28	-

NEWT Ownership FAQ

Who Owns NewtekOne?

NewtekOne shareholders are primarily institutional investors at 21.02%, followed by 5.90% insiders and 73.08% retail investors. The average institutional ownership in NewtekOne's industry, Regional Banks Stocks, is 38.44%, which NewtekOne falls below.

Who owns the most shares of NewtekOne?

NewtekOne’s largest shareholders are Blackrock funding, inc. /de (2.2M shares, 8.73%), Blackrock (1.83M shares, 7.52%), and Vanguard group (1.52M shares, 6.02%). Together, they hold 22.27% of NewtekOne’s total shares outstanding.

Does Blackrock own NewtekOne?

Yes, BlackRock owns 7.52% of NewtekOne, totaling 1.83M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 22.97M$. In the last quarter, BlackRock increased its holdings by 39.55K shares, a 2.21% change.

Who is NewtekOne’s biggest shareholder by percentage of total assets invested?

Eversource wealth advisors is NewtekOne’s biggest shareholder by percentage of total assets invested, with 0.47% of its assets in 29.68K NewtekOne shares, valued at 15.3M$.

Who is the top mutual fund holder of NewtekOne shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of NewtekOne shares, with 3.23% of its total shares outstanding invested in 849.11K NewtekOne shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools