NEWT Institutional Ownership & Shareholders
NEWTEKONE INC (NEWT) is currently held by 146 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $238.41M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of NEWT tracked by InsiderSet, reporting ownership valued at approximately $37.45M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $27.21M, representing an estimated loss of -27.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed NEWT value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Patriot Financial Partners Gp Ii, L.P., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in NEWTEKONE INC (NEWT).
This page ranks the largest institutional NEWT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
146
Total Reported Value
$238.41M
Largest Holder
Blackrock, Inc.
Largest Position
$37.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 2,528,805 | $37,451,601 | $27,209,942 | -$10,241,659 | -27.35% | |
| Patriot Financial Partners Gp Ii, L.P. | 8.74% | 2,307,692 | $34,176,919 | $24,830,766 | -$9,346,153 | -27.35% | |
| Vanguard Capital Management Llc | 0.00% | 1,118,464 | $16,564,452 | $12,034,673 | -$4,529,779 | -27.35% | |
| Price T Rowe Associates Inc | 0.00% | 1,095,561 | $16,226,000 | $11,788,236 | -$4,437,764 | -27.35% | |
| Goldman Sachs Group Inc | 0.00% | 731,313 | $10,830,745 | $7,868,928 | -$2,961,817 | -27.35% | |
| Geode Capital Management, Llc | 0.00% | 703,047 | $10,414,615 | $7,564,786 | -$2,849,829 | -27.36% | |
| Aqr Capital Management Llc | 0.00% | 568,816 | $8,424,158 | $6,120,460 | -$2,303,698 | -27.35% | |
| State Street Corp | 0.00% | 539,672 | $8,090,914 | $5,806,871 | -$2,284,043 | -28.23% | |
| Marshall Wace, Llp | 0.01% | 536,051 | $7,938,914 | $5,767,909 | -$2,171,005 | -27.35% | |
| Advisors Asset Management, Inc. | 0.10% | 245,490 | $6,782,889 | $2,641,472 | -$4,141,417 | -61.06% | |
| Royce & Associates Lp | 0.04% | 337,544 | $4,999,027 | $3,631,973 | -$1,367,054 | -27.35% | |
| Two Sigma Investments, Lp | 0.00% | 332,802 | $4,928,798 | $3,580,950 | -$1,347,848 | -27.35% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | 318,244 | $4,713,194 | $3,424,305 | -$1,288,889 | -27.35% | |
| Morgan Stanley | 0.00% | 221,074 | $3,274,116 | $2,378,756 | -$895,360 | -27.35% | |
| Northern Trust Corp | 0.00% | 215,138 | $3,186,193 | $2,314,885 | -$871,308 | -27.35% | |
| Vanguard Portfolio Management Llc | 0.00% | 207,794 | $3,077,429 | $2,235,863 | -$841,566 | -27.35% | |
| Ameriprise Financial Inc | 0.00% | 202,166 | $2,994,092 | $2,175,306 | -$818,786 | -27.35% | |
| Vanguard Fiduciary Trust Co | 0.00% | 178,517 | $2,643,837 | $1,920,843 | -$722,994 | -27.35% | |
| Squarepoint Ops Llc | 0.00% | 173,340 | $2,567,165 | $1,865,138 | -$702,027 | -27.35% | |
| Tudor Investment Corp Et Al | 0.01% | 158,583 | $2,348,614 | $1,706,353 | -$642,261 | -27.35% | |
| North Reef Capital Management Lp | 0.09% | 155,681 | $2,305,636 | $1,675,128 | -$630,508 | -27.35% | |
| Bank Of New York Mellon Corp | 0.00% | 152,841 | $2,263,577 | $1,644,569 | -$619,008 | -27.35% | |
| Nuveen, Llc | 0.00% | 141,896 | $2,101,480 | $1,526,801 | -$574,679 | -27.35% | |
| Trexquant Investment Lp | 0.01% | 124,555 | $1,844,660 | $1,340,212 | -$504,448 | -27.35% | |
| Quantinno Capital Management Lp | 0.00% | 120,632 | $1,786,565 | $1,298,000 | -$488,565 | -27.35% | |
| D. E. Shaw & Co., Inc. | 0.00% | 120,055 | $1,778,015 | $1,291,792 | -$486,223 | -27.35% | |
| Lsv Asset Management | 0.00% | 118,000 | $1,748,000 | $1,269,680 | -$478,320 | -27.36% | |
| First Trust Advisors Lp | 0.00% | 100,254 | $1,484,761 | $1,078,733 | -$406,028 | -27.35% | |
| Huber Capital Management Llc | 0.22% | 99,207 | $1,469,256 | $1,067,467 | -$401,789 | -27.35% | |
| Citigroup Inc | 0.00% | 85,311 | $1,263,456 | $917,946 | -$345,510 | -27.35% | |
| Boston Partners | 0.00% | 84,625 | $1,253,300 | $910,565 | -$342,735 | -27.35% | |
| Man Group Plc | 0.00% | 82,241 | $1,217,989 | $884,913 | -$333,076 | -27.35% | |
| Barrett & Company, Inc. | 0.30% | 98,320 | $1,094,302 | $1,057,923 | -$36,379 | -3.32% | |
| Bank Of America Corp | 0.00% | 70,992 | $1,051,391 | $763,874 | -$287,517 | -27.35% | |
| North Star Investment Management Corp. | 0.06% | 94,000 | $1,046,220 | $1,011,440 | -$34,780 | -3.32% | |
| American Century Companies Inc | 0.00% | 63,997 | $947,800 | $688,608 | -$259,192 | -27.35% | |
| Segall Bryant & Hamill, Llc | 0.01% | 63,433 | $939,443 | $682,539 | -$256,904 | -27.35% | |
| Invesco Ltd. | 0.00% | 57,744 | $855,189 | $621,325 | -$233,864 | -27.35% | |
| Millennium Management Llc | 0.00% | 53,863 | $797,711 | $579,566 | -$218,145 | -27.35% | |
| Almitas Capital Llc | 0.19% | 53,570 | $793,372 | $576,413 | -$216,959 | -27.35% | |
| Numerai Gp Llc | 0.06% | 51,188 | $758,094 | $550,783 | -$207,311 | -27.35% | |
| Ieq Capital, Llc | 0.00% | 51,184 | $758,039 | $550,740 | -$207,299 | -27.35% | |
| Jackson Thornton Wealth Management, Llc | 0.06% | 51,008 | $755,428 | $548,846 | -$206,582 | -27.35% | |
| Jump Financial, Llc | 0.01% | 50,200 | $743,462 | $540,152 | -$203,310 | -27.35% | |
| Ridgewood Investments Llc | 0.26% | 62,285 | $693,232 | $670,187 | -$23,045 | -3.32% | |
| Avenir Corp | 0.07% | 40,800 | $604,248 | $439,008 | -$165,240 | -27.35% | |
| Vanguard Global Advisers, Llc | 0.00% | 40,244 | $596,014 | $433,025 | -$162,989 | -27.35% | |
| Citadel Advisors Llc | 0.00% | 39,733 | $588,446 | $427,527 | -$160,919 | -27.35% | |
| Susquehanna Fundamental Investments, Llc | 0.01% | 38,186 | $565,535 | $410,881 | -$154,654 | -27.35% | |
| Wells Fargo & Company/Mn | 0.00% | 35,846 | $530,875 | $385,703 | -$145,172 | -27.35% |
Frequently asked questions about NEWT
Who are the largest institutional holders of NEWT?
The largest institutional holders of NEWT reported in the latest SEC Form 13F filings include Blackrock, Inc., Patriot Financial Partners Gp Ii, L.P., Vanguard Capital Management Llc, Price T Rowe Associates Inc, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported NEWT position.
What is NEWT institutional ownership?
This page tracks NEWT positions reported by institutional investment managers through SEC Form 13F. NEWTEKONE INC (NEWT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NEWT?
InsiderSet currently tracks 146 institutional managers reporting NEWT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NEWT shareholders.
How much NEWT stock do institutions own?
Institutional investment managers disclosed approximately $238.41M in NEWT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NEWT institutional ownership last updated?
The latest NEWT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NEWT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NEWT position after the reporting date.
Are institutions buying or selling NEWT?
Institutional buying and selling can be analyzed by comparing NEWT positions across consecutive 13F reporting periods. InsiderSet's NEWT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NEWT ownership changes.
How has NEWT institutional ownership changed over time?
InsiderSet tracks NEWT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.