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 139 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $110 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
|
$19.3 Million
0.0% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
1,410,640
shares
|
$14.9 Million
0.0% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
615,692
shares
|
$6.51 Million
0.0% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
520,035
shares
|
$5.5 Million
0.07% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
506,039
shares
|
$5.35 Million
0.0% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
436,437
shares
|
$4.61 Million
0.01% of portfolio
|
Q1 2025
Added 67.24%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
216,158
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2023
Reduced 3.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
213,312
shares
|
$2.25 Million
0.0% of portfolio
|
Q1 2025
Added 52.89%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
207,721
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
206,395
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.38%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
184,743
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
181,128
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Added 71.11%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
168,269
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Added 306.41%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
158,982
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Added 37.27%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
156,973
shares
|
$1.66 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
141,821
shares
|
$1.5 Million
0.04% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
137,276
shares
|
$1.45 Million
0.71% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
130,241
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Added 20.02%
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
127,657
shares
|
$1.35 Million
0.65% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
124,447
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 37.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
112,965
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 59.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
105,034
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 234.39%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
100,528
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 337.08%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
98,676
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
94,219
shares
|
$995,894
0.01% of portfolio
|
Q1 2025
Added 27.55%
|