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 |
|---|---|---|---|---|---|
| Washington Trust Advisors, Inc. | 13,050 | $546.9K | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,175 | $510.3K | 0.00% | +2,076+20.6% | Added |
| North Star Investment Management Corp. | 12,000 | $502.9K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 11,865 | $497.3K | 0.00% | −197−1.6% | Reduced |
| Envestnet Asset Management Inc | 11,455 | $480.1K | 0.00% | +467+4.3% | Added |
| Advisor Group Holdings, Inc. | 11,029 | $462.2K | 0.00% | −13,867−55.7% | Reduced |
| Howe & Rusling Inc | 10,832 | $454.0K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,304 | $431.8K | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,161 | $425.8K | 0.00% | −21,415−67.8% | Reduced |
| SEI Investments Co | 10,053 | $421.3K | 0.00% | +328+3.4% | Added |
| Stablepoint Partners, LLC | 9,979 | $418.2K | 0.11% | +9,979 | New |
| Cook Wealth Management Group LLC | 10,827 | $410.7K | 0.26% | +10,827 | New |
| Handelsbanken Fonder AB | 9,295 | $390.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 9,125 | $382.4K | 0.04% | −537−5.6% | Reduced |
| Neuberger Berman Group LLC | 9,112 | $381.9K | 0.00% | −399−4.2% | Reduced |
| Tandem Investment Advisors, Inc. | 8,973 | $376.0K | 0.02% | +8,973 | New |
| ProShare Advisors LLC | 8,633 | $361.8K | 0.00% | +1,630+23.3% | Added |
| Russell Investments Group, Ltd. | 8,386 | $351.5K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 8,242 | $345.4K | 0.00% | −36−0.4% | Reduced |
| Bank of Montreal | 7,808 | $338.5K | 0.00% | +375+5.0% | Added |
| Portfolio Strategies, Inc. | 7,628 | $319.7K | 0.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,404 | $310.3K | 0.00% | +3,940+113.7% | Added |
| Engineers Gate Manager LP | 7,398 | $310.1K | 0.01% | +7,398 | New |
| Baird Financial Group, Inc. | 7,308 | $306.3K | 0.00% | −466−6.0% | Reduced |
| Atria Wealth Solutions, Inc. | 7,249 | $303.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 6,800 | $285.0K | 0.08% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,698 | $280.7K | 0.12% | +9+0.1% | Added |
| TD Asset Management Inc | 6,500 | $272.4K | 0.00% | −26,100−80.1% | Reduced |
| Fagan Associates, Inc. | 6,064 | $254.1K | 0.06% | +6,064 | New |
| Pictet Asset Management Holding SA | 6,034 | $252.9K | 0.00% | +6,034 | New |
| Baystate Wealth Management LLC | 5,968 | $250.1K | 0.02% | 00.0% | Unchanged |
| Amundi | 6,135 | $247.6K | 0.00% | +221+3.7% | Added |
| Campbell & CO Investment Adviser LLC | 5,853 | $245.3K | 0.02% | −12,173−67.5% | Reduced |
| CIBC Asset Management Inc | 5,424 | $227.3K | 0.00% | +5,424 | New |
| Two Sigma Securities, LLC | 5,340 | $223.8K | 0.01% | +5,340 | New |
| AQR Capital Management LLC | 5,316 | $222.8K | 0.00% | −1,019−16.1% | Reduced |
| Strategic Financial Services, Inc, | 5,097 | $213.6K | 0.02% | −2,177−29.9% | Reduced |
| Fidelity D & D Bancorp Inc | 4,938 | $207.0K | 0.16% | +4,938 | New |
| Ascent Wealth Partners, LLC | 4,858 | $203.6K | 0.03% | +4,858 | New |
| Focused Wealth Management, Inc | 4,813 | $201.7K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,746 | $198.9K | 0.01% | +247+5.5% | Added |
| Naples Money Management LLC | 3,724 | $156.1K | 0.15% | +3,724 | New |
| 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 |
| Allspring Global Investments Holdings, LLC | 2,815 | $118.0K | 0.00% | −1,271−31.1% | Reduced |
| Metropolitan Life Insurance Co | 2,597 | $108.8K | 0.01% | −171−6.2% | Reduced |
| Signaturefd, LLC | 2,528 | $105.9K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2,327 | $97.5K | 0.20% | +2,327 | New |
| Stone House Investment Management, LLC | 2,051 | $86.0K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 1,459 | $61.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,400 | $59.0K | 0.00% | +700+100.0% | Added |
| Smartleaf Asset Management LLC | 1,324 | $57.0K | 0.02% | +1,324 | New |
| Kelly Financial Services LLC | 1,197 | $50.2K | 0.02% | +10+0.8% | Added |
| Asset Dedication, LLC | 1,190 | $50.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 780 | $32.7K | 0.00% | +207+36.1% | Added |
| Bessemer Group Inc | 645 | $27.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 604 | $25.3K | 0.00% | −4,368−87.9% | Reduced |
| Planning Capital Management Corp | 600 | $25.1K | 0.02% | +600 | New |
| Ronald Blue Trust, Inc. | 671 | $21.0K | 0.00% | +276+69.9% | Added |
| GAMMA Investing LLC | 546 | $19.4K | 0.01% | +546 | New |
| Global Retirement Partners, LLC | 448 | $17.4K | 0.00% | −252−36.0% | Reduced |
| Brown Brothers Harriman & Co | 406 | $17.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 375 | $16.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 372 | $15.6K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 365 | $15.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 363 | $15.2K | 0.00% | +1+0.3% | Added |
| Assetmark, Inc | 362 | $15.2K | 0.00% | −38−9.5% | Reduced |
| Rockbridge Investment Management, LCC | 240 | $10.1K | 0.00% | +240 | New |
| Spire Wealth Management | 200 | $7.90K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 138 | $5.94K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 119 | $4.99K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 116 | $4.86K | 0.00% | +116 | New |
| Parkside Financial Bank & Trust | 100 | $4.19K | 0.00% | −160−61.5% | Reduced |
| AllSquare Wealth Management LLC | 62 | $2.59K | 0.00% | +1+1.6% | Added |
| Versant Capital Management, Inc | 47 | $1.97K | 0.00% | −37−44.0% | Reduced |
| Parallel Advisors, LLC | 37 | $1.55K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $1.22K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26 | $1.09K | 0.00% | −88−77.2% | Reduced |
| Farther Finance Advisors, LLC | 18 | $754 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 17 | $713 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $545 | 0.00% | −2−13.3% | Reduced |
| 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 |
| TD Waterhouse Canada Inc. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,676 | – | – | +3,676 | New |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −50,862−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −33,839−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −21,316−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −15,710−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,691−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −11,891−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −9,274−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −9,062−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −9,058−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,128−100.0% | Sold out |
| Magnolia Capital Management Ltd | 0 | $0 | 0.00% | −1,592−100.0% | Sold out |