Newtek Business Services Ownership | Who Owns Newtek Business Services?
Newtek Business Services Ownership Summary
Newtek Business Services is owned by 40.25% institutional investors, 7.00% insiders, and 52.75% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.23% 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 | 40.25% | 7.00% | 52.75% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Asset Management Stocks | 31.89% | 9.87% | 58.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.09M | 8.23% | $26.72M |
| Blackrock | 1.83M | 7.52% | $22.97M |
| Vanguard group | 1.38M | 5.44% | $17.67M |
| Geode capital management | 584.54K | 2.30% | $7.47M |
| State street | 469.82K | 1.93% | $5.91M |
| Royce & associates lp | 447.46K | 1.76% | $5.71M |
| Goldman sachs group | 309.81K | 1.22% | $3.96M |
| Bank of new york mellon | 279.00K | 1.10% | $3.56M |
| Marshall wace, llp | 260.96K | 1.03% | $3.33M |
| Wellington management group llp | 253.63K | 1.00% | $3.24M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Barrett & company | 149.53K | 0.81% | $1.91M |
| Bard associates | 127.66K | 0.56% | $1.65M |
| 1620 investment advisors | 33.85K | 0.33% | $432.21K |
| Ridgewood investments | 52.48K | 0.32% | $670.23K |
| Corton capital | 27.06K | 0.20% | $345.52K |
| Beacon investment advisors | 25.26K | 0.15% | $322.53K |
| Semanteon capital management, lp | 16.44K | 0.11% | $209.96K |
| Founders financial alliance | 29.22K | 0.10% | $373.08K |
| Royce & associates lp | 447.46K | 0.05% | $5.71M |
| Avenir | 37.80K | 0.05% | $482.71K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Wellington management group llp | 253.63K | 0.00% | 100.99K |
| Raymond james financial | 88.12K | 0.00% | 88.12K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royce & associates lp | 447.46K | 0.05% | -303.83K |
| Franklin resources | - | - | -250.07K |
| Jacobs asset management | - | - | -176.20K |
| Exoduspoint capital management, lp | - | - | -97.97K |
| International assets investment management | - | - | -61.05K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 88.12K | 0.00% | 88.12K | $1.13M |
| Corton capital | 27.06K | 0.20% | 27.06K | $345.52K |
| Jackson thornton asset management | 26.57K | 0.04% | 26.57K | $339.35K |
| Lsv asset management | 23.00K | 0.00% | 23.00K | $294.00K |
| Semanteon capital management, lp | 16.44K | 0.11% | 16.44K | $209.96K |
Sold Out
| Holder | Change |
|---|---|
| Eversource wealth advisors | -1.00 |
| Nelson, van denburg & campbell wealth management group | -16.00 |
| Hexagon capital partners | -20.00 |
| Srs capital advisors | -48.00 |
| Us bancorp \de\ | -63.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 94 | - | 9,309,945 | -1.79% | 38 | 2.86% | 52 | 1.96% | 28 | -6.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 849.11K | 3.23% | - |
| Vanguard Total Stock Mkt Idx Inv | 849.11K | 3.11% | - |
| iShares Russell 2000 ETF | 687.12K | 2.52% | 336.00 |
| Royce Small-Cap Quality Value Composite | 490.17K | 1.89% | -547.55K |
| Royce Small-Cap Total Return Invmt | 490.17K | 1.89% | -547.55K |
| Vanguard Institutional Extnd Mkt Idx Tr | 379.93K | 1.39% | 1.16K |
| Royce Value Trust Inc | 314.89K | 1.20% | - |
| Royce Small-Cap Trust | 314.89K | 1.15% | - |
| Fidelity Small Cap Index | 245.65K | 0.90% | 6.50K |
| iShares Russell 2000 Value ETF | 235.54K | 0.86% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 29, 2025 | Downs Peter Mathison | President - Newtek Bank, N.A. | Buy | $5.54K |
| May 29, 2025 | SLOANE BARRY | Chairman & CEO | Buy | $32.58K |
| May 29, 2025 | SLOANE BARRY | Chairman & CEO | Buy | $32.58K |
| May 29, 2025 | SLOANE BARRY | Chairman & CEO | Buy | $32.55K |
| May 29, 2025 | SLOANE BARRY | Chairman & CEO | Buy | $10.91K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 25 | - |
| 2025 Q1 | 2 | - |
| 2024 Q4 | 7 | - |
| 2024 Q3 | 15 | 2 |
| 2024 Q2 | 12 | 3 |
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