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 2024
Institutional positions in NBT Bancorp Inc as of Sep 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
- 216
- +33 vs. Q2 2024
- Shares held
- 29.5M
- +7.59M (+34.6%) vs. Q2 2024
- Total value
- $1.31B
- +$459.4M (+54.3%) vs. Q2 2024
- New holders
- 42
- 57 more added
- Sold out
- 9
- 63 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding NBT Bancorp Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 5 | $0 | 0.00% | +5 | New |
| Hemington Wealth Management | 2 | $0 | 0.00% | +2 | New |
| TD Waterhouse Canada Inc. | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1 | $44 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 2 | $89 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 4 | $177 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $177 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $221 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6 | $298 | 0.00% | +6 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $707 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 17 | $752 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 21 | $929 | 0.00% | +3+16.7% | Added |
| Principal Securities, Inc. | 22 | $973 | 0.00% | +22 | New |
| EverSource Wealth Advisors, LLC | 26 | $1.15K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 28 | $1.24K | 0.00% | +5+21.7% | Added |
| Farmers & Merchants Investments Inc | 29 | $1.28K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 35 | $1.55K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 37 | $1.64K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $1.99K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50 | $2.21K | 0.00% | +30+150.0% | Added |
| AllSquare Wealth Management LLC | 64 | $2.81K | 0.00% | +1+1.6% | Added |
| SRS Capital Advisors, Inc. | 76 | $3.36K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 104 | $4.60K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 112 | $4.95K | 0.00% | +59+111.3% | Added |
| Bessemer Group Inc | 105 | $5.00K | 0.00% | +60+133.3% | Added |
| Bartlett & Co. Wealth Management LLC | 138 | $6.10K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 144 | $6.37K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 158 | $6.99K | 0.00% | +158 | New |
| Spire Wealth Management | 200 | $8.85K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $8.85K | 0.00% | +200 | New |
| Clearstead Advisors, LLC | 320 | $14.2K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 365 | $16.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 368 | $16.3K | 0.00% | +1+0.3% | Added |
| Caldwell Trust Co | 372 | $16.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 372 | $16.5K | 0.01% | +372 | New |
| Smithfield Trust Co | 375 | $17.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 388 | $17.1K | 0.00% | +388 | New |
| Brown Brothers Harriman & Co | 406 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 522 | $20.1K | 0.00% | −7−1.3% | Reduced |
| TD Private Client Wealth LLC | 484 | $21.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 525 | $23.2K | 0.00% | +40+8.2% | Added |
| Assetmark, Inc | 531 | $23.5K | 0.00% | +217+69.1% | Added |
| Planning Capital Management Corp | 616 | $27.2K | 0.02% | +5+0.8% | Added |
| Public Employees Retirement System of Ohio | 626 | $27.7K | 0.00% | −27−4.1% | Reduced |
| GAMMA Investing LLC | 778 | $34.4K | 0.00% | +252+47.9% | Added |
| Danske Bank A/S | 1,200 | $53.1K | 0.00% | +1,200 | New |
| Aquatic Capital Management LLC | 1,200 | $53.1K | 0.00% | +1,200 | New |
| US Bancorp | 1,293 | $57.2K | 0.00% | +1,293 | New |
| Quest Partners LLC | 1,300 | $57.5K | 0.01% | +1,300 | New |
| KBC Group NV | 1,459 | $65.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,498 | $66.0K | 0.00% | −1,303−46.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,800 | $79.6K | 0.02% | +1,600+800.0% | Added |
| Stone House Investment Management, LLC | 2,051 | $90.7K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,158 | $93.9K | 0.01% | +209+10.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,330 | $103.1K | 0.02% | +2,330 | New |
| Signaturefd, LLC | 2,528 | $111.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,991 | $132.3K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2,991 | $132.3K | 0.07% | 00.0% | Unchanged |
| Naples Money Management LLC | 3,724 | $164.7K | 0.14% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,505 | $199.3K | 0.01% | −241−5.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,771 | $211.0K | 0.00% | +4,771 | New |
| Strategic Financial Services, Inc, | 4,777 | $211.3K | 0.01% | +4,777 | New |
| Lido Advisors, LLC | 4,802 | $212.4K | 0.00% | +4,802 | New |
| Focused Wealth Management, Inc | 4,897 | $216.6K | 0.03% | +4,897 | New |
| Ascent Wealth Partners, LLC | 4,930 | $218.1K | 0.03% | +4,930 | New |
| Fidelity D & D Bancorp Inc | 4,938 | $218.4K | 0.15% | +4,938 | New |
| Independent Advisor Alliance | 4,996 | $221.0K | 0.01% | +4,996 | New |
| De Lisle Partners LLP | 5,033 | $222.6K | 0.04% | +5,033 | New |
| Tower Research Capital LLC (TRC) | 5,302 | $234.5K | 0.01% | −12,715−70.6% | Reduced |
| HighTower Advisors, LLC | 5,231 | $235.0K | 0.00% | +5,231 | New |
| Centiva Capital, LP | 5,318 | $235.2K | 0.01% | +5,318 | New |
| Union Savings Bank | 5,826 | $257.6K | 0.13% | −1,200−17.1% | Reduced |
| Pictet Asset Management Holding SA | 6,034 | $266.9K | 0.00% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 6,064 | $268.2K | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 6,817 | $296.6K | 0.00% | −72−1.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,730 | $297.7K | 0.10% | +9+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 6,800 | $300.8K | 0.07% | 00.0% | Unchanged |
| AQR Capital Management LLC | 6,819 | $301.6K | 0.00% | +1,277+23.0% | Added |
| Atria Wealth Solutions, Inc. | 6,862 | $303.5K | 0.00% | −412−5.7% | Reduced |
| HSBC Holdings PLC | 7,039 | $312.5K | 0.00% | +556+8.6% | Added |
| Mutual of America Capital Management LLC | 7,095 | $313.8K | 0.00% | −655−8.5% | Reduced |
| Neuberger Berman Group LLC | 7,264 | $321.3K | 0.00% | −1,917−20.9% | Reduced |
| Legato Capital Management LLC | 7,320 | $323.8K | 0.04% | +7,320 | New |
| Portfolio Strategies, Inc. | 7,628 | $337.4K | 0.05% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 7,656 | $338.6K | 0.02% | −6,000−43.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,734 | $342.1K | 0.00% | +7,734 | New |
| Versor Investments LP | 7,900 | $349.4K | 0.06% | +7,900 | New |
| Asset Dedication, LLC | 8,144 | $360.2K | 0.02% | −1,024−11.2% | Reduced |
| Intech Investment Management LLC | 8,244 | $364.6K | 0.00% | +8,244 | New |
| Paloma Partners Management Co | 9,283 | $410.6K | 0.02% | +9,283 | New |
| Handelsbanken Fonder AB | 9,295 | $411.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 9,366 | $414.3K | 0.00% | −601−6.0% | Reduced |
| CWM Advisors, LLC | 9,378 | $414.8K | 0.04% | +331+3.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,813 | $434.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 9,900 | $438.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 9,926 | $439.0K | 0.04% | +9,926 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,083 | $446.0K | 0.00% | −77−0.8% | Reduced |
| Stablepoint Partners, LLC | 10,087 | $446.1K | 0.08% | +108+1.1% | Added |
| Wetherby Asset Management Inc | 10,255 | $453.6K | 0.02% | 00.0% | Unchanged |