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 134 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,826,989
shares
|
$21.1 Million
0.0% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
1,432,085
shares
|
$16.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
630,105
shares
|
$7.29 Million
0.0% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
623,540
shares
|
$7.21 Million
0.01% of portfolio
|
Q2 2025
Added 42.87%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
519,571
shares
|
$6.01 Million
0.0% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
355,847
shares
|
$4.12 Million
0.0% of portfolio
|
Q2 2025
Added 111.48%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
337,544
shares
|
$3.91 Million
0.04% of portfolio
|
Q2 2025
Reduced 35.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
308,918
shares
|
$3.57 Million
0.0% of portfolio
|
Q2 2025
Added 49.67%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
284,754
shares
|
$3.29 Million
0.05% of portfolio
|
Q2 2025
Added 81.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
217,775
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2025
Added 107.34%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
216,158
shares
|
$2.5 Million
0.0% of portfolio
|
Q4 2023
Reduced 3.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
213,312
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Added 52.89%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
212,228
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Added 190.52%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
210,067
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2025
Added 32.13%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
205,246
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Added 276.13%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
203,433
shares
|
$2.35 Million
0.0% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
198,263
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
168,972
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Added 133.62%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
163,194
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
143,607
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 72.99%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
141,821
shares
|
$1.64 Million
0.04% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
135,578
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Added 20.02%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
134,718
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Added 42.98%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
131,349
shares
|
$1.52 Million
0.56% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Bard Associates Inc
Chicago, IL |
Aug 05, 2025 Q2 2025 |
125,812
shares
|
$1.46 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.45%
|