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, Q2 2024
Institutional positions in NBT Bancorp Inc as of Jun 30, 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
- 184
- −8 vs. Q1 2024
- Shares held
- 28.7M
- +429.8K (+1.5%) vs. Q1 2024
- Total value
- $1.11B
- +$71.4M (+6.9%) vs. Q1 2024
- New holders
- 18
- 54 more added
- Sold out
- 26
- 60 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding NBT Bancorp Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | +1+25.0% | Added |
| TD Waterhouse Canada Inc. | 1 | $38 | 0.00% | +1 | New |
| Innealta Capital, LLC | 1 | $39 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 4 | $155 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $155 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $193 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $617 | 0.00% | −8−33.3% | Reduced |
| Quadrant Capital Group LLC | 17 | $657 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18 | $686 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $772 | 0.00% | +15+300.0% | Added |
| Fifth Third Bancorp | 23 | $888 | 0.00% | +23 | New |
| Farmers & Merchants Investments Inc | 29 | $1.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26 | $1.27K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 35 | $1.35K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 37 | $1.43K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 53 | $2.05K | 0.00% | +25+89.3% | Added |
| AllSquare Wealth Management LLC | 63 | $2.43K | 0.00% | +1+1.6% | Added |
| SRS Capital Advisors, Inc. | 76 | $2.93K | 0.00% | +76 | New |
| Versant Capital Management, Inc | 104 | $4.01K | 0.00% | +57+121.3% | Added |
| Bartlett & Co. Wealth Management LLC | 138 | $5.33K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 144 | $5.56K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $7.72K | 0.00% | −190−48.7% | Reduced |
| Spire Wealth Management | 200 | $7.72K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 314 | $12.1K | 0.00% | −3−0.9% | Reduced |
| Clearstead Advisors, LLC | 320 | $12.4K | 0.00% | +320 | New |
| Arrow Financial Corp | 365 | $14.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 367 | $14.2K | 0.00% | +2+0.5% | Added |
| Caldwell Trust Co | 372 | $14.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 375 | $15.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 406 | $15.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 484 | $18.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 485 | $18.7K | 0.00% | −76−13.5% | Reduced |
| Ronald Blue Trust, Inc. | 529 | $19.4K | 0.00% | +67+14.5% | Added |
| GAMMA Investing LLC | 526 | $20.3K | 0.00% | +155+41.8% | Added |
| Planning Capital Management Corp | 611 | $23.6K | 0.02% | +5+0.8% | Added |
| Public Employees Retirement System of Ohio | 653 | $25.2K | 0.00% | +21+3.3% | Added |
| Register Financial Advisors LLC | 737 | $28.4K | 0.01% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,049 | $40.5K | 0.01% | +1,049 | New |
| Kelly Financial Services LLC | 1,219 | $47.0K | 0.02% | +11+0.9% | Added |
| KBC Group NV | 1,459 | $56.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,559 | $60.2K | 0.00% | +1,559 | New |
| Smartleaf Asset Management LLC | 1,949 | $73.4K | 0.01% | +625+47.2% | Added |
| Stone House Investment Management, LLC | 2,051 | $79.2K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,528 | $97.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,801 | $108.0K | 0.00% | +1,647+142.7% | Added |
| Plante Moran Financial Advisors, LLC | 2,991 | $115.5K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2,991 | $115.5K | 0.07% | 00.0% | Unchanged |
| Naples Money Management LLC | 3,724 | $141.9K | 0.12% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,746 | $183.2K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 5,542 | $213.9K | 0.00% | +5,542 | New |
| Pictet Asset Management Holding SA | 6,034 | $232.9K | 0.00% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 6,064 | $234.1K | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 6,483 | $250.1K | 0.00% | −20,475−76.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,721 | $259.4K | 0.10% | +11+0.2% | Added |
| Quadrant Private Wealth Management, LLC | 6,800 | $262.5K | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 6,889 | $268.7K | 0.00% | −348−4.8% | Reduced |
| Union Savings Bank | 7,026 | $271.1K | 0.14% | +2,183+45.1% | Added |
| ProShare Advisors LLC | 7,082 | $273.4K | 0.00% | −2,186−23.6% | Reduced |
| Atria Wealth Solutions, Inc. | 7,274 | $280.8K | 0.00% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 7,628 | $294.4K | 0.04% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 7,750 | $299.1K | 0.00% | −362−4.5% | Reduced |
| CWM Advisors, LLC | 9,047 | $349.2K | 0.04% | −712−7.3% | Reduced |
| Asset Dedication, LLC | 9,168 | $353.9K | 0.02% | −1,036−10.2% | Reduced |
| Neuberger Berman Group LLC | 9,181 | $354.4K | 0.00% | +992+12.1% | Added |
| BNP Paribas Arbitrage, SA | 9,258 | $357.4K | 0.00% | −13,704−59.7% | Reduced |
| Handelsbanken Fonder AB | 9,295 | $359.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 9,622 | $371.4K | 0.01% | +9,622 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,813 | $378.8K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 9,900 | $382.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 9,967 | $384.7K | 0.00% | −426−4.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,160 | $392.2K | 0.00% | −9−0.1% | Reduced |
| Wetherby Asset Management Inc | 10,255 | $395.8K | 0.02% | −49−0.5% | Reduced |
| Howe & Rusling Inc | 10,832 | $418.1K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 11,222 | $433.2K | 0.00% | −697−5.8% | Reduced |
| Oregon Public Employees Retirement Fund | 11,414 | $440.6K | 0.01% | −1,200−9.5% | Reduced |
| State of Tennessee, Treasury Department | 11,708 | $451.9K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 11,900 | $459.3K | 0.00% | +11,900 | New |
| North Star Investment Management Corp. | 12,000 | $463.2K | 0.03% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 9,979 | $484.5K | 0.09% | 00.0% | Unchanged |
| IFG Advisory, LLC | 13,000 | $501.8K | 0.03% | +13,000 | New |
| Franklin Resources Inc | 13,017 | $502.5K | 0.00% | −669−4.9% | Reduced |
| Washington Trust Advisors, Inc. | 13,050 | $503.7K | 0.05% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,086 | $505.1K | 0.00% | −19,661−60.0% | Reduced |
| Envestnet Asset Management Inc | 13,132 | $506.9K | 0.00% | +283+2.2% | Added |
| Arizona State Retirement System | 13,199 | $509.5K | 0.00% | +258+2.0% | Added |
| BLB&B Advisors, LLC | 13,656 | $527.1K | 0.03% | −400−2.8% | Reduced |
| Cook Wealth Management Group LLC | 10,827 | $534.6K | 0.29% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 13,975 | $540.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 14,361 | $554.0K | 0.00% | −332−2.3% | Reduced |
| Fenimore Asset Management Inc | 14,480 | $558.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,939 | $576.6K | 0.00% | +4,081+37.6% | Added |
| FMR LLC | 15,219 | $587.5K | 0.00% | +984+6.9% | Added |
| J.W. Cole Advisors, Inc. | 15,486 | $597.8K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,704 | $606.2K | 0.00% | +3,809+32.0% | Added |
| Maryland State Retirement & Pension System | 16,439 | $634.5K | 0.01% | −675−3.9% | Reduced |
| Resources Management Corp | 16,500 | $637.0K | 0.09% | 00.0% | Unchanged |
| Comerica Bank | 17,406 | $671.9K | 0.00% | −2,091−10.7% | Reduced |
| Beacon Pointe Advisors, LLC | 17,709 | $683.6K | 0.01% | 00.0% | Unchanged |