Who owns NewtekOne, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NEWT from SEC Form 13F filings across 149 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 149 institutions disclosed 16.1M shares of NewtekOne, Inc. worth $219.9M — about 56.4% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
149
13F holders
$219.9M
value, 2026 filers
56.4%
of shares outstanding (16.1M sh)
23
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NEWT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.5M | $37.5M | 0.0% | 8.9% | +15.2% |
| 2 | Patriot Financial Partners GP II, L.P. | 2.3M | $34.2M | 8.7% | 8.1% | 0.0% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | $16.6M | 0.0% | 3.9% | -4.1% |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | 1.1M | $16,226 | 0.0% | 3.8% | +18.8% |
| 5 | GOLDMAN SACHS GROUP INC | 731,313 | $10.8M | 0.0% | 2.6% | +10.2% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 703,047 | $10.4M | 0.0% | 2.5% | +7.0% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 568,816 | $8.4M | 0.0% | 2% | +0.7% |
| 8 | STATE STREET CORP | 539,672 | $8.1M | 0.0% | 1.9% | +4.2% |
| 9 | MARSHALL WACE, LLP | 536,051 | $7.9M | 0.0% | 1.9% | -14.1% |
| 10 | ROYCE & ASSOCIATES LP | 337,544 | $5.0M | 0.0% | 1.2% | 0.0% |
| 11 | TWO SIGMA INVESTMENTS, LP | 332,802 | $4.9M | 0.0% | 1.2% | +39.2% |
| 12 | Connor, Clark & Lunn Investment Management Ltd. | 318,244 | $4.7M | 0.0% | 1.1% | +6.1% |
| 13 | FRANKLIN RESOURCES INC | 312,014 | $4.6M | 0.0% | 1.1% | +22.8% |
| 14 | MORGAN STANLEY | 221,074 | $3.3M | 0.0% | 0.8% | -13.2% |
| 15 | NORTHERN TRUST CORP | 215,138 | $3.2M | 0.0% | 0.8% | +10.7% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 207,794 | $3.1M | 0.0% | 0.7% | +16.4% |
| 17 | AMERIPRISE FINANCIAL INC | 202,166 | $3.0M | 0.0% | 0.7% | +50.7% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 178,517 | $2.6M | 0.0% | 0.6% | +5.2% |
| 19 | Squarepoint Ops LLC | 173,340 | $2.6M | 0.0% | 0.6% | +7.1% |
| 20 | TUDOR INVESTMENT CORP ET AL | 158,583 | $2.3M | 0.0% | 0.6% | +79.7% |
| 21 | North Reef Capital Management LP | 155,681 | $2.3M | 0.1% | 0.5% | -21.8% |
| 22 | Bank of New York Mellon Corp | 152,841 | $2.3M | 0.0% | 0.5% | +10.3% |
| 23 | Nuveen, LLC | 141,896 | $2.1M | 0.0% | 0.5% | -41.2% |
| 24 | BARRETT & COMPANY, INC. | 129,618 | $1.9M | 0.5% | 0.5% | +16.9% |
| 25 | Trexquant Investment LP | 124,555 | $1.8M | 0.0% | 0.4% | -12.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.