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, Q4 2023
Institutional positions in NBT Bancorp Inc as of Dec 31, 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
- 188
- +7 vs. Q3 2023
- Shares held
- 27.5M
- +865.9K (+3.2%) vs. Q3 2023
- Total value
- $1.15B
- +$308.8M (+36.5%) vs. Q3 2023
- New holders
- 25
- 58 more added
- Sold out
- 18
- 63 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding NBT Bancorp Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $168 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $168 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $168 | 0.00% | +1+33.3% | Added |
| Abound Wealth Management | 13 | $545 | 0.00% | −2−13.3% | Reduced |
| Quadrant Capital Group LLC | 17 | $713 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18 | $754 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26 | $1.09K | 0.00% | −88−77.2% | Reduced |
| Farmers & Merchants Investments Inc | 29 | $1.22K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 37 | $1.55K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 47 | $1.97K | 0.00% | −37−44.0% | Reduced |
| AllSquare Wealth Management LLC | 62 | $2.59K | 0.00% | +1+1.6% | Added |
| Parkside Financial Bank & Trust | 100 | $4.19K | 0.00% | −160−61.5% | Reduced |
| Union Savings Bank | 116 | $4.86K | 0.00% | +116 | New |
| First Horizon Advisors, Inc. | 119 | $4.99K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 138 | $5.94K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $7.90K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 240 | $10.1K | 0.00% | +240 | New |
| Assetmark, Inc | 362 | $15.2K | 0.00% | −38−9.5% | Reduced |
| McIlrath & Eck, LLC | 363 | $15.2K | 0.00% | +1+0.3% | Added |
| Arrow Financial Corp | 365 | $15.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 372 | $15.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 375 | $16.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 406 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 448 | $17.4K | 0.00% | −252−36.0% | Reduced |
| GAMMA Investing LLC | 546 | $19.4K | 0.01% | +546 | New |
| Ronald Blue Trust, Inc. | 671 | $21.0K | 0.00% | +276+69.9% | Added |
| Planning Capital Management Corp | 600 | $25.1K | 0.02% | +600 | New |
| Public Employees Retirement System of Ohio | 604 | $25.3K | 0.00% | −4,368−87.9% | Reduced |
| Bessemer Group Inc | 645 | $27.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 780 | $32.7K | 0.00% | +207+36.1% | Added |
| Asset Dedication, LLC | 1,190 | $50.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,197 | $50.2K | 0.02% | +10+0.8% | Added |
| Smartleaf Asset Management LLC | 1,324 | $57.0K | 0.02% | +1,324 | New |
| Aquatic Capital Management LLC | 1,400 | $59.0K | 0.00% | +700+100.0% | Added |
| KBC Group NV | 1,459 | $61.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2,051 | $86.0K | 0.03% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2,327 | $97.5K | 0.20% | +2,327 | New |
| Signaturefd, LLC | 2,528 | $105.9K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,597 | $108.8K | 0.01% | −171−6.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,815 | $118.0K | 0.00% | −1,271−31.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,991 | $125.4K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2,991 | $125.4K | 0.08% | +2,991 | New |
| Naples Money Management LLC | 3,724 | $156.1K | 0.15% | +3,724 | New |
| Ameritas Investment Partners, Inc. | 4,746 | $198.9K | 0.01% | +247+5.5% | Added |
| Focused Wealth Management, Inc | 4,813 | $201.7K | 0.03% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 4,858 | $203.6K | 0.03% | +4,858 | New |
| Fidelity D & D Bancorp Inc | 4,938 | $207.0K | 0.16% | +4,938 | New |
| Strategic Financial Services, Inc, | 5,097 | $213.6K | 0.02% | −2,177−29.9% | Reduced |
| AQR Capital Management LLC | 5,316 | $222.8K | 0.00% | −1,019−16.1% | Reduced |
| Two Sigma Securities, LLC | 5,340 | $223.8K | 0.01% | +5,340 | New |
| CIBC Asset Management Inc | 5,424 | $227.3K | 0.00% | +5,424 | New |
| Campbell & CO Investment Adviser LLC | 5,853 | $245.3K | 0.02% | −12,173−67.5% | Reduced |
| Amundi | 6,135 | $247.6K | 0.00% | +221+3.7% | Added |
| Baystate Wealth Management LLC | 5,968 | $250.1K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 6,034 | $252.9K | 0.00% | +6,034 | New |
| Fagan Associates, Inc. | 6,064 | $254.1K | 0.06% | +6,064 | New |
| TD Asset Management Inc | 6,500 | $272.4K | 0.00% | −26,100−80.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,698 | $280.7K | 0.12% | +9+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 6,800 | $285.0K | 0.08% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,249 | $303.8K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 7,308 | $306.3K | 0.00% | −466−6.0% | Reduced |
| Engineers Gate Manager LP | 7,398 | $310.1K | 0.01% | +7,398 | New |
| Citadel Advisors LLC | 7,404 | $310.3K | 0.00% | +3,940+113.7% | Added |
| Portfolio Strategies, Inc. | 7,628 | $319.7K | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 7,808 | $338.5K | 0.00% | +375+5.0% | Added |
| Mutual of America Capital Management LLC | 8,242 | $345.4K | 0.00% | −36−0.4% | Reduced |
| Russell Investments Group, Ltd. | 8,386 | $351.5K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,633 | $361.8K | 0.00% | +1,630+23.3% | Added |
| Tandem Investment Advisors, Inc. | 8,973 | $376.0K | 0.02% | +8,973 | New |
| Neuberger Berman Group LLC | 9,112 | $381.9K | 0.00% | −399−4.2% | Reduced |
| CWM Advisors, LLC | 9,125 | $382.4K | 0.04% | −537−5.6% | Reduced |
| Handelsbanken Fonder AB | 9,295 | $390.0K | 0.00% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 10,827 | $410.7K | 0.26% | +10,827 | New |
| Stablepoint Partners, LLC | 9,979 | $418.2K | 0.11% | +9,979 | New |
| SEI Investments Co | 10,053 | $421.3K | 0.00% | +328+3.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,161 | $425.8K | 0.00% | −21,415−67.8% | Reduced |
| Wetherby Asset Management Inc | 10,304 | $431.8K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10,832 | $454.0K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,029 | $462.2K | 0.00% | −13,867−55.7% | Reduced |
| Envestnet Asset Management Inc | 11,455 | $480.1K | 0.00% | +467+4.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,865 | $497.3K | 0.00% | −197−1.6% | Reduced |
| North Star Investment Management Corp. | 12,000 | $502.9K | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,175 | $510.3K | 0.00% | +2,076+20.6% | Added |
| Washington Trust Advisors, Inc. | 13,050 | $546.9K | 0.05% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,086 | $548.4K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,164 | $551.7K | 0.00% | −282−2.1% | Reduced |
| Oregon Public Employees Retirement Fund | 13,814 | $578.9K | 0.01% | −200−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,975 | $586.0K | 0.01% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 14,056 | $589.1K | 0.04% | +14,056 | New |
| FMR LLC | 14,385 | $602.9K | 0.00% | −37,509−72.3% | Reduced |
| Fenimore Asset Management Inc | 14,480 | $606.9K | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 14,557 | $610.1K | 0.00% | −3,249−18.2% | Reduced |
| BNP Paribas Arbitrage, SA | 15,131 | $634.1K | 0.00% | −6,046−28.5% | Reduced |
| J.W. Cole Advisors, Inc. | 15,439 | $647.0K | 0.04% | +15,439 | New |
| Tower Research Capital LLC (TRC) | 15,482 | $648.9K | 0.01% | +13,032+531.9% | Added |
| HighTower Advisors, LLC | 16,706 | $702.0K | 0.00% | −10,272−38.1% | Reduced |
| Resources Management Corp | 16,813 | $705.0K | 0.10% | 00.0% | Unchanged |