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 2026
Institutional positions in NBT Bancorp Inc as of Mar 31, 2026. 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
- 297
- +23 vs. Q4 2025
- Shares held
- 33.1M
- +6.09M (+22.6%) vs. Q4 2025
- Total value
- $1.41B
- +$286.6M (+25.5%) vs. Q4 2025
- New holders
- 46
- 103 more added
- Sold out
- 23
- 81 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding NBT Bancorp Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | +1+25.0% | Added |
| Dunhill Financial, LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $43 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $43 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $86 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 4 | $170 | 0.00% | +3+300.0% | Added |
| Caitong International Asset Management Co., Ltd | 4 | $170 | 0.00% | +4 | New |
| Advisory Services Network, LLC | 5 | $213 | 0.00% | +5 | New |
| True Wealth Design, LLC | 8 | $341 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 8 | $341 | 0.00% | +5+166.7% | Added |
| Rossby Financial, LCC | 8 | $344 | 0.00% | +8 | New |
| CVA Family Office, LLC | 9 | $383 | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 11 | $492 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $810 | 0.00% | +17+850.0% | Added |
| Farmers & Merchants Investments Inc | 29 | $1.24K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 29 | $1.24K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 38 | $1.62K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 44 | $1.87K | 0.00% | +44 | New |
| Bare Financial Services, Inc | 45 | $1.92K | 0.00% | −34−43.0% | Reduced |
| Parkside Financial Bank & Trust | 45 | $1.92K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 46 | $1.96K | 0.00% | +46 | New |
| Quarry LP | 57 | $2.43K | 0.00% | −215−79.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 57 | $2.49K | 0.00% | +57 | New |
| Twin Peaks Wealth Advisors, LLC | 63 | $2.68K | 0.00% | +63 | New |
| Optiver Holding B.V. | 64 | $2.73K | 0.00% | +36+128.6% | Added |
| Salem Investment Counselors Inc | 64 | $2.73K | 0.00% | +64 | New |
| Cedar Mountain Advisors, LLC | 89 | $3.79K | 0.00% | +89 | New |
| Keating Financial Advisory Services, Inc. | 91 | $3.88K | 0.00% | +41+82.0% | Added |
| Parallel Advisors, LLC | 92 | $3.92K | 0.00% | +6+7.0% | Added |
| Colonial Trust Co | 100 | $4.20K | 0.00% | +34+51.5% | Added |
| Root Financial Partners, LLC | 99 | $4.21K | 0.00% | +54+120.0% | Added |
| Ameritas Advisory Services, LLC | 119 | $5.07K | 0.00% | +119 | New |
| SRS Capital Advisors, Inc. | 120 | $5.11K | 0.00% | −4−3.2% | Reduced |
| Vanguard National Trust Co | 130 | $5.54K | 0.00% | +130 | New |
| Bartlett & Co. Wealth Management LLC | 138 | $6.08K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 147 | $6.30K | 0.00% | +1+0.7% | Added |
| Aster Capital Management (DIFC) Ltd | 153 | $6.56K | 0.00% | +153 | New |
| Versant Capital Management, Inc | 163 | $6.94K | 0.00% | +67+69.8% | Added |
| Los Angeles Capital Management LLC | 200 | $8.52K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 207 | $8.80K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 217 | $9.24K | 0.00% | +123+130.9% | Added |
| Assetmark, Inc | 219 | $9.32K | 0.00% | −498−69.5% | Reduced |
| Ancora Advisors, LLC | 228 | $9.71K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 274 | $11.7K | 0.00% | +244+813.3% | Added |
| Salomon & Ludwin, LLC | 276 | $11.9K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 293 | $12.5K | 0.00% | +293 | New |
| Kemnay Advisory Services Inc. | 298 | $12.7K | 0.00% | +298 | New |
| Umb Bank N A | 324 | $13.8K | 0.00% | +43+15.3% | Added |
| Simplex Trading, LLC | 341 | $14.5K | 0.00% | +341 | New |
| Caldwell Trust Co | 372 | $15.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 383 | $16.0K | 0.00% | +50+15.0% | Added |
| McIlrath & Eck, LLC | 377 | $16.1K | 0.00% | +2+0.5% | Added |
| Acumen Wealth Advisors, LLC | 391 | $16.6K | 0.00% | +74+23.3% | Added |
| Smithfield Trust Co | 375 | $17.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 406 | $17.3K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 533 | $22.7K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 581 | $25.0K | 0.00% | −10−1.7% | Reduced |
| Harbor Capital Advisors, Inc. | 618 | $26.0K | 0.00% | +401+184.8% | Added |
| Public Employees Retirement System of Ohio | 618 | $26.3K | 0.00% | +39+6.7% | Added |
| Ronald Blue Trust, Inc. | 654 | $27.8K | 0.00% | −8−1.2% | Reduced |
| Crews Bank & Trust | 702 | $29.9K | 0.00% | −300−29.9% | Reduced |
| EverSource Wealth Advisors, LLC | 746 | $31.8K | 0.00% | +207+38.4% | Added |
| Aquatic Capital Management LLC | 790 | $33.6K | 0.00% | −9,995−92.7% | Reduced |
| Larson Financial Group LLC | 801 | $34.1K | 0.00% | +34+4.4% | Added |
| Bessemer Group Inc | 832 | $35.0K | 0.00% | +324+63.8% | Added |
| TD Private Client Wealth LLC | 867 | $36.9K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 947 | $40.3K | 0.00% | +273+40.5% | Added |
| Allworth Financial LP | 1,000 | $42.6K | 0.00% | −57−5.4% | Reduced |
| Resources Management Corp | 1,025 | $44.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,190 | $50.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,534 | $65.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,611 | $68.6K | 0.00% | −1,175−42.2% | Reduced |
| Rialto Wealth Management, LLC | 1,830 | $77.9K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,942 | $82.7K | 0.00% | −62−3.1% | Reduced |
| KBC Group NV | 1,984 | $84.0K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 2,058 | $87.6K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 2,102 | $89.5K | 0.00% | +229+12.2% | Added |
| GAMMA Investing LLC | 2,248 | $95.7K | 0.00% | +344+18.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,251 | $95.8K | 0.01% | +32+1.4% | Added |
| Tower Research Capital LLC (TRC) | 2,516 | $107.1K | 0.00% | +1,118+80.0% | Added |
| Smartleaf Asset Management LLC | 2,722 | $114.4K | 0.00% | −582−17.6% | Reduced |
| Farther Finance Advisors, LLC | 2,905 | $124.9K | 0.00% | +658+29.3% | Added |
| Ensign Peak Advisors, Inc | 2,957 | $125.9K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2,991 | $127.4K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,991 | $127.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,624 | $154.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,280 | $182.2K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 4,700 | $200.1K | 0.01% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 4,700 | $200.1K | 0.08% | −238−4.8% | Reduced |
| Buffalo Business & Estate Services Ltd | 4,748 | $202.2K | 0.03% | +4,748 | New |
| CIBC Asset Management Inc | 4,794 | $204.1K | 0.00% | −136−2.8% | Reduced |
| Daytona Street Capital LLC | 4,768 | $206.1K | 0.17% | 00.0% | Unchanged |
| Teza Capital Management LLC | 4,911 | $209.1K | 0.77% | +4,911 | New |
| O'Shaughnessy Asset Management, LLC | 4,923 | $209.6K | 0.00% | +4,923 | New |
| Xponance, Inc. | 4,934 | $210.1K | 0.00% | +4,934 | New |
| Allspring Global Investments Holdings, LLC | 5,018 | $215.7K | 0.00% | +5,018 | New |
| Stone House Investment Management, LLC | 5,165 | $219.9K | 0.04% | +10.0% | Added |