Institutional Ownership Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT). We have compiled data on the 142 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Financial Partners Gp Ii, L.P.
Radnor, PA |
Nov 14, 2025 Q3 2025 |
2,307,692
shares
|
$23.2 Million
8.14% of portfolio
|
Q3 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,826,989
shares
|
$18.4 Million
0.0% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
1,459,051
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
627,736
shares
|
$6.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
576,972
shares
|
$5.8 Million
0.0% of portfolio
|
Q3 2025
Added 62.14%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
557,532
shares
|
$5.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
512,074
shares
|
$5.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
North Reef Capital Management LP
Laguna Beach, CA |
Nov 14, 2025 Q3 2025 |
386,924
shares
|
$3.89 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
337,544
shares
|
$3.39 Million
0.04% of portfolio
|
Q2 2025
Reduced 35.09%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
286,962
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2025
Added 41.06%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
270,806
shares
|
$2.72 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
250,409
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.94%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
229,411
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
223,622
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Added 106.58%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
216,158
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2023
Reduced 3.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
199,297
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
195,771
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
171,530
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.18%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
159,055
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
140,327
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
139,332
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
136,926
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Added 164.54%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
131,800
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Added 18.42%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
130,276
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
129,379
shares
|
$1.3 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.5%
|
|