NewtekOne, Inc.
NewtekOne, Inc. (NEWT) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · NEWT · as of Sep 30, 2025
Ownership Breakdown
135
Institutional Holders
▲ 9 vs Q2
$164.55M
Total Inst. Value
▲ $30.68M vs Q2
28.86M
Shares Outstanding
freeFloat 86.77%
14.37M
13F Shares Held
▲ 2.51M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
NEWT largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
national commercial banks | 2.31M | 9.17% | 9.17% | $26.42B | Dec 19, 2025 | NEW |
BLACKROCK, INC. national commercial banks | 2.11M | 8.38% | 8.38% | $24.14B | Nov 12, 2025 | ▲ 69.5K |
VANGUARD GROUP INC national commercial banks | 1.46M | 5.80% | 5.80% | $16.71B | Nov 7, 2025 | ▲ 27.0K |
GEODE CAPITAL MANAGEMENT, LLC national commercial banks | 627.7K | 2.49% | 2.49% | $7.19B | Nov 12, 2025 | ▼ 2.4K |
AQR CAPITAL MANAGEMENT LLC national commercial banks | 577.0K | 2.29% | 2.29% | $6.61B | Nov 14, 2025 | ▲ 221.1K |
MARSHALL WACE, LLP national commercial banks | 557.5K | 2.22% | 2.22% | $6.38B | Nov 13, 2025 | ▼ 66.0K |
STATE STREET CORP national commercial banks | 512.1K | 2.03% | 2.03% | $5.86B | Nov 14, 2025 | ▼ 7.5K |
NORTH REEF CAPITAL MANAGEMENT LP national commercial banks | 386.9K | 1.54% | 1.54% | $4.43B | Nov 14, 2025 | NEW |
ROYCE & ASSOCIATES LP national commercial banks | 337.5K | 1.34% | 1.34% | $3.86B | Nov 12, 2025 | — held |
D. E. SHAW & CO., INC. national commercial banks | 287.0K | 1.14% | 1.14% | $3.29B | Nov 14, 2025 | ▲ 83.5K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
23
Increased
+874.7K shares2
New Positions
first time holders22
Decreased
−657.9K shares0
Sold Out
fully exitedNet shares change (top 50)
+216.8K
+874.7K / −657.9K
Net new holders
+3
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
NEWT insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
5
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Brunet Craig Jeffry director | Jun 3, 2026 | Purchase | 1,000 | $12.70 | $12.7K | 7.2K | Form 4 ↗ |
Downs Peter Mathison President, Newtek Bank | May 26, 2026 | Purchase | 737 | $13.56 | $10.0K | 87.5K | Form 4 ↗ |
Brunet Craig Jeffry director | May 15, 2026 | Purchase | 330 | $12.72 | $4.2K | 6.2K | Form 4 ↗ |
Zink Gregory L director | May 8, 2026 | Purchase | 1,000 | $13.87 | $13.9K | 36.1K | Form 4 ↗ |
SALUTE RICHARD J director | May 7, 2026 | Purchase | 1,000 | $13.47 | $13.5K | 45.8K | Form 4 ↗ |
DeMaria Frank M Cheif Financial Officer | Jan 14, 2026 | Award | 1,556 | $13.91 | $21.6K | 35.2K | Form 4 ↗ |
SLOANE BARRY President, Chairman & CEO | Jan 14, 2026 | Award | 3,595 | $13.91 | $50.0K | 1.19M | Form 4 ↗ |
Razon-Feingold Halli SVP, Human Resources & CAO | Jan 14, 2026 | Award | 1,258 | $13.91 | $17.5K | 22.9K | Form 4 ↗ |
Schwartz Michael Adam Chief Legal Officer | Jan 14, 2026 | Award | 2,247 | $13.91 | $31.3K | 49.7K | Form 4 ↗ |
Downs Peter Mathison President, Newtek Bank | Jan 14, 2026 | Award | 2,696 | $13.91 | $37.5K | 86.8K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
NewtekOne, Inc. (NEWT) is primarily owned by institutional investors, who hold approximately 49.8% of total shares outstanding. Company insiders own approximately 13.23%, while retail and public investors account for the remaining 36.97%.
The largest institutional shareholder of NewtekOne, Inc. is , holding approximately 2.31 million shares — equal to 9.17% of outstanding shares — as of September 30, 2025.
A total of 135 institutional investors currently hold NEWT stock, with a combined institutional value of approximately $164,552,538 as of the most recent 13F filing period.
Frequently asked questions
NEWT ownershipNewtekOne, Inc. (NEWT) is primarily owned by institutional investors, who hold approximately 49.8% of shares. The largest shareholder is with a 9.17% stake. Company insiders hold 13.23%. Data sourced from SEC Form 13F as of September 30, 2025.