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, Q1 2024
Institutional positions in NBT Bancorp Inc as of Mar 31, 2024. 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
- 193
- +7 vs. Q4 2023
- Shares held
- 28.3M
- +810.1K (+2.9%) vs. Q4 2023
- Total value
- $1.04B
- −$114.6M (−9.9%) vs. Q4 2023
- New holders
- 28
- 53 more added
- Sold out
- 21
- 68 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding NBT Bancorp Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $147 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $147 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $183 | 0.00% | +5 | New |
| Abound Wealth Management | 13 | $477 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 17 | $624 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18 | $648 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $880 | 0.00% | +24 | New |
| EverSource Wealth Advisors, LLC | 26 | $910 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 28 | $1.03K | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 29 | $1.06K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 35 | $1.28K | 0.00% | +35 | New |
| Quest Partners LLC | 35 | $1.28K | 0.00% | +35 | New |
| Parallel Advisors, LLC | 37 | $1.36K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $1.65K | 0.00% | −55−55.0% | Reduced |
| Versant Capital Management, Inc | 47 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 45 | $2.00K | 0.00% | −600−93.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 58 | $2.13K | 0.00% | +58 | New |
| AllSquare Wealth Management LLC | 62 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 138 | $5.06K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 144 | $5.28K | 0.00% | +25+21.0% | Added |
| Spire Wealth Management | 200 | $7.34K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 317 | $11.6K | 0.00% | −45−12.4% | Reduced |
| McIlrath & Eck, LLC | 365 | $13.4K | 0.00% | +2+0.6% | Added |
| Arrow Financial Corp | 365 | $13.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 371 | $13.6K | 0.00% | −175−32.1% | Reduced |
| Caldwell Trust Co | 372 | $13.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 377 | $13.8K | 0.01% | +377 | New |
| Smithfield Trust Co | 375 | $14.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 390 | $14.3K | 0.00% | +390 | New |
| Brown Brothers Harriman & Co | 406 | $14.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 462 | $16.9K | 0.00% | −209−31.1% | Reduced |
| TD Private Client Wealth LLC | 484 | $17.8K | 0.00% | −296−37.9% | Reduced |
| Global Retirement Partners, LLC | 561 | $20.6K | 0.00% | +113+25.2% | Added |
| Planning Capital Management Corp | 606 | $22.2K | 0.02% | +6+1.0% | Added |
| Public Employees Retirement System of Ohio | 632 | $23.2K | 0.00% | +28+4.6% | Added |
| Register Financial Advisors LLC | 737 | $27.0K | 0.01% | +737 | New |
| Simplex Trading, LLC | 1,154 | $42.0K | 0.00% | +1,154 | New |
| Kelly Financial Services LLC | 1,208 | $44.3K | 0.02% | +11+0.9% | Added |
| Smartleaf Asset Management LLC | 1,324 | $48.6K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,459 | $54.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2,051 | $75.2K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,426 | $89.0K | 0.00% | −171−6.6% | Reduced |
| Signaturefd, LLC | 2,528 | $92.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,567 | $94.2K | 0.00% | −12,915−83.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,991 | $109.7K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2,991 | $109.7K | 0.07% | 00.0% | Unchanged |
| Naples Money Management LLC | 3,724 | $136.6K | 0.14% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,307 | $158.0K | 0.01% | +4,307 | New |
| Ameritas Investment Partners, Inc. | 4,746 | $174.1K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 4,843 | $177.6K | 0.09% | +4,727+4,075.0% | Added |
| SG Americas Securities, LLC | 4,842 | $178.0K | 0.00% | +4,842 | New |
| Jump Financial, LLC | 5,956 | $218.5K | 0.01% | +5,956 | New |
| Pictet Asset Management Holding SA | 6,034 | $221.3K | 0.00% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 6,064 | $222.4K | 0.04% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,710 | $246.1K | 0.10% | +12+0.2% | Added |
| Quadrant Private Wealth Management, LLC | 6,800 | $249.4K | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 7,237 | $266.6K | 0.00% | −571−7.3% | Reduced |
| Atria Wealth Solutions, Inc. | 7,274 | $266.8K | 0.00% | +25+0.3% | Added |
| Baird Financial Group, Inc. | 7,285 | $267.2K | 0.00% | −23−0.3% | Reduced |
| Amundi | 8,357 | $278.2K | 0.00% | +2,222+36.2% | Added |
| Portfolio Strategies, Inc. | 7,628 | $279.8K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 9,058 | $287.0K | 0.01% | +9,058 | New |
| Mutual of America Capital Management LLC | 8,112 | $297.5K | 0.00% | −130−1.6% | Reduced |
| Neuberger Berman Group LLC | 8,189 | $300.4K | 0.00% | −923−10.1% | Reduced |
| Millennium Management LLC | 8,347 | $306.2K | 0.00% | −17,150−67.3% | Reduced |
| Sherbrooke Park Advisers LLC | 8,479 | $311.0K | 0.06% | +8,479 | New |
| ProShare Advisors LLC | 9,268 | $339.9K | 0.00% | +635+7.4% | Added |
| Handelsbanken Fonder AB | 9,295 | $341.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 9,309 | $341.5K | 0.05% | +9,309 | New |
| Encompass Wealth Advisors, LLC | 9,661 | $354.4K | 0.09% | +9,661 | New |
| CWM Advisors, LLC | 9,759 | $358.0K | 0.04% | +634+6.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,813 | $359.9K | 0.00% | −2,362−19.4% | Reduced |
| LSV Asset Management | 9,900 | $363.0K | 0.00% | −31,900−76.3% | Reduced |
| Stablepoint Partners, LLC | 9,979 | $366.0K | 0.07% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,169 | $373.0K | 0.00% | +8+0.1% | Added |
| Asset Dedication, LLC | 10,204 | $375.0K | 0.03% | +9,014+757.5% | Added |
| Wetherby Asset Management Inc | 10,304 | $378.0K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 10,393 | $381.2K | 0.00% | +340+3.4% | Added |
| Cook Wealth Management Group LLC | 10,827 | $395.4K | 0.24% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10,832 | $397.3K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,858 | $398.3K | 0.00% | −171−1.6% | Reduced |
| State of Tennessee, Treasury Department | 11,708 | $429.4K | 0.00% | −2,849−19.6% | Reduced |
| Susquehanna International Group, LLP | 11,895 | $436.3K | 0.00% | −12,607−51.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,919 | $437.2K | 0.00% | +54+0.5% | Added |
| North Star Investment Management Corp. | 12,000 | $440.2K | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 12,614 | $462.7K | 0.01% | −1,200−8.7% | Reduced |
| Envestnet Asset Management Inc | 12,849 | $471.3K | 0.00% | +1,394+12.2% | Added |
| Arizona State Retirement System | 12,941 | $474.7K | 0.00% | −223−1.7% | Reduced |
| Washington Trust Advisors, Inc. | 13,050 | $478.7K | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 13,154 | $482.5K | 0.04% | +7,301+124.7% | Added |
| Franklin Resources Inc | 13,686 | $502.0K | 0.00% | −7,312−34.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,975 | $513.0K | 0.00% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 14,056 | $515.6K | 0.03% | 00.0% | Unchanged |
| FMR LLC | 14,235 | $522.1K | 0.00% | −150−1.0% | Reduced |
| Fenimore Asset Management Inc | 14,480 | $531.1K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 14,693 | $539.0K | 0.00% | −2,731−15.7% | Reduced |
| J.W. Cole Advisors, Inc. | 15,486 | $557.5K | 0.03% | +47+0.3% | Added |
| Maryland State Retirement & Pension System | 17,114 | $569.2K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 16,500 | $605.0K | 0.09% | −313−1.9% | Reduced |