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NewtekOne, Inc. (NEWT) Institutional Ownership & Insider Trading

151 institutions reported holding NewtekOne, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 21 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

NEWTNewtekOne, Inc.Follow NEWT — free
Banks - Regional · Financials
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Price chart with a free account
Market cap
330.2M
P/E TTM
5.2
Dividend yield
6.6%
52-week
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Next earnings
28 Oct, in 4 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

151 institutions held 56.0% of the shares. Across filers that reported both quarters, shares held changed +5.9%.

Increased+66New+20Decreased-29Closed-11

Largest moves, shares (millions)

BlackRock+0.3MT. Rowe Price Associates+0.2MNorth Star Investment…+0.1MQube Research & Technologies-0.1MNuveen-0.1MMarshall Wace-0.1M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-1.1Sep 24+0.4Dec 24+1.2Mar 25+1.3Jun 25+0.4Sep 25-0.1Dec 25+0.8Mar 26+0.9Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2615116+5.9%66202911
Mar 2614515+6.4%53213414
Dec 2513214-0.4%39194816
Sep 2512815+3.3%41154210
Jun 2512212+12.4%54202919
Mar 2512611+12.5%42223114
Dec 241179+4.3%4724238
Sep 241019-13.9%33162916

NewtekOne, Inc. — questions

Who owns NewtekOne, Inc. stock?
151 institutions reported NewtekOne, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (8.8%), Patriot Financial Partners GP II, L.P. (8.0%), VANGUARD CAPITAL MANAGEMENT LLC (3.9%).
Are NewtekOne, Inc. insiders buying or selling?
21 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from NewtekOne, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.