NBT Bancorp Inc
NBTB- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000790359
In the last 90 days, NBT Bancorp Inc insiders filed 0 open-market purchases and 2 sales; 286 institutions reported holding it in 13F filings for Q2 2026, worth $1.74B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in NBT Bancorp Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 183
- +5 vs. Q2 2023
- Shares held
- 26.7M
- +1.37M (+5.4%) vs. Q2 2023
- Total value
- $845.2M
- +$39.2M (+4.9%) vs. Q2 2023
- New holders
- 25
- 75 more added
- Sold out
- 20
- 47 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NBTB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 286 | $1.74B |
| Q1 2026 | 297 | $1.41B |
| Q4 2025 | 278 | $1.37B |
| Q3 2025 | 262 | $1.38B |
| Q2 2025 | 251 | $1.40B |
| Q1 2025 | 231 | $1.32B |
| Q4 2024 | 218 | $1.49B |
| Q3 2024 | 216 | $1.31B |
| Q2 2024 | 184 | $1.11B |
| Q1 2024 | 193 | $1.04B |
| Q4 2023 | 188 | $1.15B |
| Q3 2023 | 183 | $845.2M |
| Q2 2023 | 179 | $806.0M |
| Q1 2023 | 182 | $835.9M |
| Q4 2022 | 195 | $1.07B |
| Q3 2022 | 184 | $923.1M |
| Q2 2022 | 188 | $919.9M |
| Q1 2022 | 193 | $871.0M |
| Q4 2021 | 183 | $923.5M |
| Q3 2021 | 182 | $860.9M |
| Q2 2021 | 165 | $857.0M |
| Q1 2021 | 163 | $966.1M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding NBT Bancorp Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 857 | $0 | 0.00% | +857 | New |
| Steward Financial Group LLC | 10 | $0 | 0.00% | +10 | New |
| TD Waterhouse Canada Inc. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $96 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $127 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $127 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $476 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 17 | $539 | 0.00% | −47−73.4% | Reduced |
| Farther Finance Advisors, LLC | 18 | $570 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $919 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 37 | $1.17K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 61 | $1.95K | 0.00% | −2,410−97.5% | Reduced |
| Versant Capital Management, Inc | 84 | $2.66K | 0.00% | −123−59.4% | Reduced |
| Flaharty Asset Management, LLC | 100 | $3.17K | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 114 | $3.61K | 0.00% | −30−20.8% | Reduced |
| First Horizon Advisors, Inc. | 119 | $3.77K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 138 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 128 | $4.06K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 138 | $4.37K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 175 | $5.55K | 0.00% | +175 | New |
| Spire Wealth Management | 200 | $6.34K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 260 | $8.24K | 0.00% | +16+6.6% | Added |
| McIlrath & Eck, LLC | 362 | $11.5K | 0.00% | +2+0.6% | Added |
| Arrow Financial Corp | 365 | $11.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 372 | $11.8K | 0.00% | +372 | New |
| Smithfield Trust Co | 375 | $12.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 400 | $12.7K | 0.00% | +19+5.0% | Added |
| Brown Brothers Harriman & Co | 406 | $12.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 395 | $13.0K | 0.00% | +395 | New |
| Column Capital Advisors, LLC | 527 | $16.7K | 0.00% | +5+1.0% | Added |
| TD Private Client Wealth LLC | 573 | $18.2K | 0.00% | +226+65.1% | Added |
| Bessemer Group Inc | 645 | $20.0K | 0.00% | −94−12.7% | Reduced |
| Aquatic Capital Management LLC | 700 | $22.0K | 0.00% | +700 | New |
| Global Retirement Partners, LLC | 700 | $22.4K | 0.00% | +77+12.4% | Added |
| Earnest Partners LLC | 906 | $28.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,190 | $37.0K | 0.00% | +1,190 | New |
| Kelly Financial Services LLC | 1,187 | $37.6K | 0.02% | +12+1.0% | Added |
| KBC Group NV | 1,459 | $46.0K | 0.00% | −1,654−53.1% | Reduced |
| USA Financial Portformulas Corp | 1,459 | $46.2K | 0.07% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 1,592 | $50.0K | 0.05% | +1,592 | New |
| Stone House Investment Management, LLC | 2,051 | $65.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,128 | $67.0K | 0.00% | +2,123+42,460.0% | Added |
| Tower Research Capital LLC (TRC) | 2,450 | $77.6K | 0.00% | −5,222−68.1% | Reduced |
| Signaturefd, LLC | 2,528 | $80.1K | 0.00% | −32−1.3% | Reduced |
| Metropolitan Life Insurance Co | 2,768 | $87.7K | 0.00% | +555+25.1% | Added |
| Plante Moran Financial Advisors, LLC | 2,991 | $94.8K | 0.01% | +2,991 | New |
| Citadel Advisors LLC | 3,464 | $109.8K | 0.00% | +1,278+58.5% | Added |
| Allspring Global Investments Holdings, LLC | 4,086 | $129.5K | 0.00% | −1,453−26.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,499 | $142.6K | 0.01% | +1,190+36.0% | Added |
| Focused Wealth Management, Inc | 4,813 | $152.5K | 0.03% | +4,813 | New |
| Public Employees Retirement System of Ohio | 4,972 | $158.0K | 0.00% | +14+0.3% | Added |
| Baystate Wealth Management LLC | 5,968 | $189.1K | 0.02% | +5,968 | New |
| Amundi | 5,914 | $192.5K | 0.00% | +518+9.6% | Added |
| AQR Capital Management LLC | 6,335 | $200.8K | 0.00% | −1,191−15.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,689 | $212.0K | 0.09% | +12+0.2% | Added |
| Quadrant Private Wealth Management, LLC | 6,800 | $215.5K | 0.07% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,003 | $221.9K | 0.00% | +439+6.7% | Added |
| Atria Wealth Solutions, Inc. | 7,249 | $229.7K | 0.00% | −181−2.4% | Reduced |
| Strategic Financial Services, Inc, | 7,274 | $230.5K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 7,490 | $237.4K | 0.00% | −21,820−74.4% | Reduced |
| Portfolio Strategies, Inc. | 7,628 | $241.7K | 0.05% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 7,774 | $246.4K | 0.00% | +55+0.7% | Added |
| Mutual of America Capital Management LLC | 8,278 | $262.3K | 0.00% | −103−1.2% | Reduced |
| Russell Investments Group, Ltd. | 8,386 | $265.8K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 7,433 | $273.8K | 0.00% | +761+11.4% | Added |
| National Asset Management, Inc. | 9,058 | $287.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 9,062 | $287.2K | 0.02% | +9,062 | New |
| Handelsbanken Fonder AB | 9,295 | $295.0K | 0.00% | 00.0% | Unchanged |
| Fifth Lane Capital, LP | 9,274 | $295.4K | 0.30% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 9,511 | $301.4K | 0.00% | +9,511 | New |
| CWM Advisors, LLC | 9,662 | $306.2K | 0.04% | −177−1.8% | Reduced |
| SEI Investments Co | 9,725 | $308.2K | 0.00% | +731+8.1% | Added |
| Two Sigma Advisers, LP | 9,900 | $313.7K | 0.00% | −23,500−70.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,099 | $320.0K | 0.00% | +1,866+22.7% | Added |
| Wetherby Asset Management Inc | 10,304 | $326.5K | 0.02% | −68−0.7% | Reduced |
| Howe & Rusling Inc | 10,832 | $343.3K | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,988 | $348.2K | 0.00% | +10,988 | New |
| Jacobs Levy Equity Management, Inc | 11,891 | $376.8K | 0.00% | −6,861−36.6% | Reduced |
| North Star Investment Management Corp. | 12,000 | $380.3K | 0.03% | −12,097−50.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,062 | $382.3K | 0.00% | −2,147−15.1% | Reduced |
| Washington Trust Advisors, Inc. | 13,050 | $413.6K | 0.04% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,086 | $414.7K | 0.00% | −2,161−14.2% | Reduced |
| Arizona State Retirement System | 13,446 | $426.1K | 0.00% | +1,395+11.6% | Added |
| HRT Financial LP | 13,691 | $433.0K | 0.00% | +4,623+51.0% | Added |
| Teachers Retirement System of the State of Kentucky | 13,975 | $443.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 14,014 | $444.1K | 0.01% | +600+4.5% | Added |
| Jane Street Group, LLC | 14,206 | $450.2K | 0.00% | −25,579−64.3% | Reduced |
| Fenimore Asset Management Inc | 14,480 | $458.9K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,710 | $498.0K | 0.01% | +15,710 | New |
| Resources Management Corp | 16,813 | $533.0K | 0.09% | +1,713+11.3% | Added |
| New York State Common Retirement Fund | 17,374 | $550.6K | 0.00% | +46+0.3% | Added |
| Maryland State Retirement & Pension System | 17,396 | $551.3K | 0.01% | +681+4.1% | Added |
| LPL Financial LLC | 17,505 | $554.7K | 0.00% | +3,345+23.6% | Added |
| Beacon Pointe Advisors, LLC | 17,709 | $561.2K | 0.01% | −354−2.0% | Reduced |
| State of Tennessee, Treasury Department | 17,806 | $564.3K | 0.00% | −2,294−11.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 18,026 | $571.2K | 0.07% | +18,026 | New |
| Amalgamated Bank | 18,294 | $580.0K | 0.00% | +1,163+6.8% | Added |
| Janus Henderson Group PLC | 19,898 | $630.7K | 0.00% | +10.0% | Added |
| Victory Capital Management Inc | 20,354 | $645.0K | 0.00% | +3,746+22.6% | Added |