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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 4,923 | $209.6K | 0.00% | +4,923 | New |
| Teza Capital Management LLC | 4,911 | $209.1K | 0.77% | +4,911 | New |
| Daytona Street Capital LLC | 4,768 | $206.1K | 0.17% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,794 | $204.1K | 0.00% | −136−2.8% | Reduced |
| Buffalo Business & Estate Services Ltd | 4,748 | $202.2K | 0.03% | +4,748 | New |
| 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 |
| Ameritas Investment Partners, Inc. | 4,280 | $182.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,624 | $154.3K | 0.01% | 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 |
| Ensign Peak Advisors, Inc | 2,957 | $125.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,905 | $124.9K | 0.00% | +658+29.3% | Added |
| Smartleaf Asset Management LLC | 2,722 | $114.4K | 0.00% | −582−17.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,516 | $107.1K | 0.00% | +1,118+80.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,251 | $95.8K | 0.01% | +32+1.4% | Added |
| GAMMA Investing LLC | 2,248 | $95.7K | 0.00% | +344+18.1% | Added |
| US Bancorp | 2,102 | $89.5K | 0.00% | +229+12.2% | Added |
| ESL Trust Services, LLC | 2,058 | $87.6K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 1,984 | $84.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,942 | $82.7K | 0.00% | −62−3.1% | Reduced |
| Rialto Wealth Management, LLC | 1,830 | $77.9K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,611 | $68.6K | 0.00% | −1,175−42.2% | Reduced |
| Quadrant Capital Group LLC | 1,534 | $65.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,190 | $50.7K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 1,025 | $44.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,000 | $42.6K | 0.00% | −57−5.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 947 | $40.3K | 0.00% | +273+40.5% | Added |
| TD Private Client Wealth LLC | 867 | $36.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 832 | $35.0K | 0.00% | +324+63.8% | Added |
| Larson Financial Group LLC | 801 | $34.1K | 0.00% | +34+4.4% | Added |
| Aquatic Capital Management LLC | 790 | $33.6K | 0.00% | −9,995−92.7% | Reduced |
| EverSource Wealth Advisors, LLC | 746 | $31.8K | 0.00% | +207+38.4% | Added |
| Crews Bank & Trust | 702 | $29.9K | 0.00% | −300−29.9% | Reduced |
| Ronald Blue Trust, Inc. | 654 | $27.8K | 0.00% | −8−1.2% | Reduced |
| Public Employees Retirement System of Ohio | 618 | $26.3K | 0.00% | +39+6.7% | Added |
| Harbor Capital Advisors, Inc. | 618 | $26.0K | 0.00% | +401+184.8% | Added |
| Hantz Financial Services, Inc. | 581 | $25.0K | 0.00% | −10−1.7% | Reduced |
| Elevated Capital Advisors, LLC | 533 | $22.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 406 | $17.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 375 | $17.0K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 391 | $16.6K | 0.00% | +74+23.3% | Added |
| McIlrath & Eck, LLC | 377 | $16.1K | 0.00% | +2+0.5% | Added |
| Jones Financial Companies LLLP | 383 | $16.0K | 0.00% | +50+15.0% | Added |
| Caldwell Trust Co | 372 | $15.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 341 | $14.5K | 0.00% | +341 | New |
| Umb Bank N A | 324 | $13.8K | 0.00% | +43+15.3% | Added |
| Kemnay Advisory Services Inc. | 298 | $12.7K | 0.00% | +298 | New |
| RWM Asset Management, LLC | 293 | $12.5K | 0.00% | +293 | New |
| Salomon & Ludwin, LLC | 276 | $11.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 274 | $11.7K | 0.00% | +244+813.3% | Added |
| Ancora Advisors, LLC | 228 | $9.71K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 219 | $9.32K | 0.00% | −498−69.5% | Reduced |
| Rothschild Investment LLC | 217 | $9.24K | 0.00% | +123+130.9% | Added |
| Spire Wealth Management | 207 | $8.80K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 200 | $8.52K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 163 | $6.94K | 0.00% | +67+69.8% | Added |
| Aster Capital Management (DIFC) Ltd | 153 | $6.56K | 0.00% | +153 | New |
| Sound Income Strategies, LLC | 147 | $6.30K | 0.00% | +1+0.7% | Added |
| Bartlett & Co. Wealth Management LLC | 138 | $6.08K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 130 | $5.54K | 0.00% | +130 | New |
| SRS Capital Advisors, Inc. | 120 | $5.11K | 0.00% | −4−3.2% | Reduced |
| Ameritas Advisory Services, LLC | 119 | $5.07K | 0.00% | +119 | New |
| Root Financial Partners, LLC | 99 | $4.21K | 0.00% | +54+120.0% | Added |
| Colonial Trust Co | 100 | $4.20K | 0.00% | +34+51.5% | Added |
| Parallel Advisors, LLC | 92 | $3.92K | 0.00% | +6+7.0% | Added |
| Keating Financial Advisory Services, Inc. | 91 | $3.88K | 0.00% | +41+82.0% | Added |
| Cedar Mountain Advisors, LLC | 89 | $3.79K | 0.00% | +89 | New |
| Salem Investment Counselors Inc | 64 | $2.73K | 0.00% | +64 | New |
| Optiver Holding B.V. | 64 | $2.73K | 0.00% | +36+128.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 63 | $2.68K | 0.00% | +63 | New |
| Whittier Trust Co of Nevada Inc | 57 | $2.49K | 0.00% | +57 | New |
| Quarry LP | 57 | $2.43K | 0.00% | −215−79.0% | Reduced |
| Basecamp Wealth Advisors LLC | 46 | $1.96K | 0.00% | +46 | New |
| Parkside Financial Bank & Trust | 45 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 45 | $1.92K | 0.00% | −34−43.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 44 | $1.87K | 0.00% | +44 | New |
| Essential Partners LLC | 38 | $1.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $1.24K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 29 | $1.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $810 | 0.00% | +17+850.0% | Added |
| Cornerstone Planning Group LLC | 11 | $492 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $383 | 0.00% | +9 | New |
| Rossby Financial, LCC | 8 | $344 | 0.00% | +8 | New |
| True Wealth Design, LLC | 8 | $341 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 8 | $341 | 0.00% | +5+166.7% | Added |
| Advisory Services Network, LLC | 5 | $213 | 0.00% | +5 | New |
| Fortitude Family Office, LLC | 4 | $170 | 0.00% | +3+300.0% | Added |
| Caitong International Asset Management Co., Ltd | 4 | $170 | 0.00% | +4 | New |
| Ankerstar Wealth, LLC | 3 | $128 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $86 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −496,089−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −42,416−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −25,181−100.0% | Sold out |