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 2024
Institutional positions in NBT Bancorp Inc as of Dec 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
- 218
- +7 vs. Q3 2024
- Shares held
- 31.3M
- +2.29M (+7.9%) vs. Q3 2024
- Total value
- $1.49B
- +$213.1M (+16.6%) vs. Q3 2024
- New holders
- 28
- 73 more added
- Sold out
- 21
- 64 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding NBT Bancorp Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 3 | $0 | 0.00% | +1+50.0% | Added |
| Covestor Ltd | 6 | $0 | 0.00% | +1+20.0% | Added |
| TD Waterhouse Canada Inc. | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $48 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $144 | 0.00% | −1−25.0% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $192 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $239 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6 | $287 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7 | $334 | 0.00% | +7 | New |
| IFP Advisors, Inc | 0 | $430 | 0.00% | 0 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $764 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 16 | $764 | 0.00% | +16 | New |
| Quadrant Capital Group LLC | 17 | $812 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 22 | $1.05K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 22 | $1.05K | 0.00% | +22 | New |
| Quarry LP | 23 | $1.10K | 0.00% | −349−93.8% | Reduced |
| Fifth Third Bancorp | 28 | $1.34K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $1.39K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $1.43K | 0.00% | −20−40.0% | Reduced |
| Eagle Bay Advisors LLC | 35 | $1.67K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 44 | $2.10K | 0.00% | +18+69.2% | Added |
| Parkside Financial Bank & Trust | 45 | $2.15K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 64 | $3.05K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 68 | $3.25K | 0.00% | −44−39.3% | Reduced |
| SRS Capital Advisors, Inc. | 76 | $3.63K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 96 | $4.58K | 0.00% | −8−7.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 138 | $6.59K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 144 | $6.88K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 183 | $8.74K | 0.00% | +183 | New |
| Bessemer Group Inc | 198 | $9.00K | 0.00% | +93+88.6% | Added |
| Danske Bank A/S | 200 | $9.55K | 0.00% | −1,000−83.3% | Reduced |
| Spire Wealth Management | 200 | $9.55K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 320 | $15.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 375 | $17.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 369 | $17.6K | 0.00% | +1+0.3% | Added |
| Caldwell Trust Co | 372 | $17.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 406 | $19.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 540 | $25.8K | 0.00% | +15+2.9% | Added |
| Ronald Blue Trust, Inc. | 541 | $25.8K | 0.00% | +19+3.6% | Added |
| TD Private Client Wealth LLC | 573 | $27.4K | 0.00% | +89+18.4% | Added |
| Public Employees Retirement System of Ohio | 605 | $28.9K | 0.00% | −21−3.4% | Reduced |
| Assetmark, Inc | 627 | $29.9K | 0.00% | +96+18.1% | Added |
| Aquatic Capital Management LLC | 1,052 | $50.2K | 0.00% | −148−12.3% | Reduced |
| GAMMA Investing LLC | 1,295 | $61.8K | 0.01% | +517+66.5% | Added |
| Sterling Capital Management LLC | 1,450 | $69.3K | 0.00% | +1,292+817.7% | Added |
| Rialto Wealth Management, LLC | 1,829 | $87.4K | 0.03% | +1,829 | New |
| US Bancorp | 1,836 | $87.7K | 0.00% | +543+42.0% | Added |
| Crews Bank & Trust | 2,052 | $98.0K | 0.02% | +2,052 | New |
| ESL Trust Services, LLC | 2,058 | $98.3K | 0.02% | +2,058 | New |
| KBC Group NV | 2,152 | $103.0K | 0.00% | +693+47.5% | Added |
| Signaturefd, LLC | 2,528 | $120.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,755 | $132.0K | 0.01% | +597+27.7% | Added |
| Plante Moran Financial Advisors, LLC | 2,991 | $142.8K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2,991 | $142.9K | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,156 | $198.5K | 0.00% | −1,146−21.6% | Reduced |
| First National Bank & Trust Co of Newtown | 4,231 | $202.0K | 0.04% | +4,231 | New |
| State of Wisconsin Investment Board | 4,236 | $202.3K | 0.00% | +4,236 | New |
| CIBC World Markets Corp | 4,307 | $205.7K | 0.00% | +4,307 | New |
| Cambridge Investment Research Advisors, Inc. | 4,781 | $228.0K | 0.00% | +10+0.2% | Added |
| Strategic Financial Services, Inc, | 4,777 | $228.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,815 | $230.0K | 0.01% | +310+6.9% | Added |
| Focused Wealth Management, Inc | 4,919 | $234.9K | 0.03% | +22+0.4% | Added |
| Fidelity D & D Bancorp Inc | 4,938 | $235.8K | 0.16% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 4,949 | $236.4K | 0.03% | +19+0.4% | Added |
| Centiva Capital, LP | 4,992 | $238.4K | 0.01% | −326−6.1% | Reduced |
| Independent Advisor Alliance | 4,999 | $238.7K | 0.00% | +3+0.1% | Added |
| De Lisle Partners LLP | 5,033 | $240.4K | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,525 | $263.9K | 0.00% | +5,525 | New |
| Union Savings Bank | 5,826 | $278.2K | 0.14% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 5,953 | $284.0K | 0.00% | +5,953 | New |
| Pictet Asset Management Holding SA | 6,034 | $288.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6,640 | $317.1K | 0.02% | −1,504−18.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,738 | $321.8K | 0.11% | +8+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 6,800 | $324.8K | 0.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,852 | $327.3K | 0.00% | −75,113−91.6% | Reduced |
| Atria Wealth Solutions, Inc. | 6,862 | $327.7K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 7,119 | $340.0K | 0.00% | −145−2.0% | Reduced |
| Mutual of America Capital Management LLC | 7,146 | $341.3K | 0.00% | +51+0.7% | Added |
| Bank of Montreal | 7,278 | $347.6K | 0.00% | +461+6.8% | Added |
| HighTower Advisors, LLC | 7,613 | $363.6K | 0.00% | +2,382+45.5% | Added |
| Portfolio Strategies, Inc. | 7,628 | $364.3K | 0.05% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 7,656 | $365.7K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 7,858 | $375.3K | 0.00% | −1,508−16.1% | Reduced |
| Versor Investments LP | 7,900 | $377.3K | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,008 | $382.5K | 0.00% | +3,206+66.8% | Added |
| CWM Advisors, LLC | 8,374 | $399.9K | 0.04% | −1,004−10.7% | Reduced |
| Renaissance Technologies LLC | 8,500 | $406.0K | 0.00% | −20,339−70.5% | Reduced |
| BNP Paribas Arbitrage, SA | 8,585 | $410.0K | 0.00% | −7,031−45.0% | Reduced |
| KLP Kapitalforvaltning AS | 9,100 | $434.6K | 0.00% | +9,100 | New |
| Quest Partners LLC | 9,125 | $435.8K | 0.06% | +7,825+601.9% | Added |
| Burney Co | 9,242 | $441.4K | 0.02% | +9,242 | New |
| AQR Capital Management LLC | 9,399 | $448.9K | 0.00% | +2,580+37.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,913 | $473.4K | 0.00% | +9,913 | New |
| Landscape Capital Management, L.L.C. | 10,070 | $480.9K | 0.05% | +144+1.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,071 | $481.0K | 0.00% | −12−0.1% | Reduced |
| Stablepoint Partners, LLC | 10,087 | $481.8K | 0.09% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,251 | $489.6K | 0.02% | −40.0% | Reduced |
| Handelsbanken Fonder AB | 10,495 | $501.0K | 0.00% | +1,200+12.9% | Added |