Ranked by reported Q4 2024 13F market value
Share of total reported institutional value in NEWTH held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | IAT REINSURANCE CO LTD. | 60K | $1.5M | 0.0% | 0.231% | 0.33% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in NEWTH — a direct measure of their conviction.
Filings activity in NEWTH during Q4 2024, grouped by how each filer changed its position.
Institutions that opened a new NEWTH position in Q4 2024
No new institutional buyers this quarter.
Institutions that fully closed their NEWTH position in Q4 2024
No institutional exits this quarter.
2 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q4 2024 | 1 | +0.0% | 0.24% | +0.01 pp | $2M | +2.9% |
| Q3 2024 | 1 | — | 0.23% | — | $2M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NEWTH stock.
Based on Q4 2024 13F filings, institutional ownership of NewtekOne, Inc. stands at 0.2%, held across 1 reporting institutions.
IAT REINSURANCE CO LTD. is the largest reported institutional holder of NEWTH, with approximately 60,000 shares worth $0.00B as of Q4 2024.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of NEWTH.
Our composite Smart Money Score for NEWTH is 37 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
0 institutions opened new positions in NEWTH during Q4 2024, while 0 fully exited. 1 added to existing positions and 0 trimmed.
NEWTH institutional ownership rose by 0.01 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 100.0% of all reported 13F value in NEWTH, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
NewtekOne, Inc. (NEWTH) Institutional Ownership