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 2026
Institutional positions in NBT Bancorp Inc as of Jun 30, 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
- 286
- −8 vs. Q1 2026
- Shares held
- 35.2M
- +2.12M (+6.4%) vs. Q1 2026
- Total value
- $1.74B
- +$329.0M (+23.4%) vs. Q1 2026
- New holders
- 30
- 99 more added
- Sold out
- 38
- 85 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding NBT Bancorp Inc; share changes are against Q1 2026.
| 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 |
| Evolution Advisers, Inc. | 18 | $0 | 0.00% | +18 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $49 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3 | $148 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $148 | 0.00% | +3 | New |
| Fortitude Family Office, LLC | 4 | $197 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $197 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 5 | $247 | 0.00% | +5 | New |
| Action Point Financial Planning, LLC | 7 | $344 | 0.00% | +7 | New |
| Gilpin Wealth Management, LLC | 8 | $395 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $444 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $494 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 11 | $569 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $593 | 0.00% | +10+500.0% | Added |
| Covestor Ltd | 14 | $1.00K | 0.00% | +9+180.0% | Added |
| True Wealth Design, LLC | 22 | $1.09K | 0.00% | +14+175.0% | Added |
| Clearstead Advisors, LLC | 28 | $1.38K | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 29 | $1.43K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 39 | $1.93K | 0.00% | +1+2.6% | Added |
| Salem Investment Counselors Inc | 40 | $1.98K | 0.00% | −24−37.5% | Reduced |
| Parkside Financial Bank & Trust | 45 | $2.22K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 46 | $2.27K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 51 | $2.52K | 0.00% | −6−10.5% | Reduced |
| Bare Financial Services, Inc | 56 | $2.77K | 0.00% | +11+24.4% | Added |
| Whittier Trust Co of Nevada Inc | 57 | $2.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 62 | $3.06K | 0.00% | +43+226.3% | Added |
| Cornerstone Financial Management LLC | 75 | $3.70K | 0.00% | +75 | New |
| Parallel Advisors, LLC | 82 | $4.05K | 0.00% | −10−10.9% | Reduced |
| Fulcrum Asset Management LLP | 86 | $4.23K | 0.00% | +86 | New |
| Cedar Mountain Advisors, LLC | 89 | $4.39K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 97 | $4.79K | 0.00% | +6+6.6% | Added |
| Colonial Trust Co | 100 | $4.92K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 130 | $6.42K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 138 | $6.81K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 163 | $8.05K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 200 | $9.87K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 207 | $10.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 219 | $10.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 228 | $11.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 235 | $11.6K | 0.00% | +18+8.3% | Added |
| Steward Partners Investment Advisory, LLC | 273 | $13.5K | 0.00% | +229+520.5% | Added |
| Salomon & Ludwin, LLC | 276 | $13.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 306 | $15.1K | 0.00% | −694−69.4% | Reduced |
| Commonwealth Retirement Investments LLC | 308 | $15.2K | 0.00% | +308 | New |
| Umb Bank N A | 344 | $17.0K | 0.00% | +20+6.2% | Added |
| Kemnay Advisory Services Inc. | 356 | $17.6K | 0.00% | +58+19.5% | Added |
| Caldwell Trust Co | 372 | $18.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 383 | $19.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 375 | $19.0K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 391 | $19.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 406 | $20.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 430 | $21.2K | 0.00% | −316−42.4% | Reduced |
| Optiver Holding B.V. | 480 | $23.7K | 0.00% | +416+650.0% | Added |
| Elevated Capital Advisors, LLC | 533 | $26.3K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 561 | $28.0K | 0.00% | −57−9.2% | Reduced |
| Hantz Financial Services, Inc. | 619 | $31.0K | 0.00% | +38+6.5% | Added |
| Public Employees Retirement System of Ohio | 656 | $32.4K | 0.00% | +38+6.1% | Added |
| Crews Bank & Trust | 702 | $34.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 749 | $37.0K | 0.00% | +95+14.5% | Added |
| Bessemer Group Inc | 801 | $39.0K | 0.00% | −31−3.7% | Reduced |
| Larson Financial Group LLC | 806 | $39.8K | 0.00% | +5+0.6% | Added |
| TD Private Client Wealth LLC | 867 | $42.8K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 904 | $44.6K | 0.00% | +904 | New |
| Global Retirement Partners, LLC | 989 | $48.8K | 0.00% | +989 | New |
| Flagship Wealth Advisors, LLC | 1,000 | $49.4K | 0.01% | +1,000 | New |
| Sterling Capital Management LLC | 1,045 | $51.6K | 0.00% | −566−35.1% | Reduced |
| Asset Dedication, LLC | 1,190 | $58.8K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,279 | $63.1K | 0.00% | +332+35.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,282 | $63.3K | 0.01% | −969−43.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,583 | $78.2K | 0.00% | +1,583 | New |
| US Bancorp | 1,816 | $89.7K | 0.00% | −286−13.6% | Reduced |
| Rialto Wealth Management, LLC | 1,831 | $90.4K | 0.02% | +1+0.1% | Added |
| Rockefeller Capital Management L.P. | 1,930 | $95.3K | 0.00% | −12−0.6% | Reduced |
| KBC Group NV | 1,984 | $98.0K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 2,058 | $101.6K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,352 | $116.1K | 0.00% | +104+4.6% | Added |
| Smartleaf Asset Management LLC | 2,722 | $133.8K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,957 | $146.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,979 | $147.0K | 0.00% | −3,156−51.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,991 | $147.7K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2,991 | $147.7K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,166 | $156.3K | 0.00% | +650+25.8% | Added |
| Farther Finance Advisors, LLC | 3,368 | $166.2K | 0.00% | +463+15.9% | Added |
| Harbor Investment Advisory, LLC | 3,624 | $178.9K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 3,738 | $184.5K | 0.07% | −2,544−40.5% | Reduced |
| Profund Advisors LLC | 4,183 | $206.5K | 0.01% | +4,183 | New |
| Burney Co | 4,185 | $206.6K | 0.01% | +4,185 | New |
| First National Bank & Trust Co of Newtown | 4,010 | $211.1K | 0.04% | +4,010 | New |
| Freestone Grove Partners LP | 4,357 | $215.1K | 0.00% | +4,357 | New |
| Great Lakes Advisors, LLC | 4,364 | $215.5K | 0.00% | −24,372−84.8% | Reduced |
| Strategic Financial Services, Inc, | 4,700 | $232.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,705 | $232.3K | 0.01% | +425+9.9% | Added |
| CI Private Wealth, LLC | 4,722 | $233.1K | 0.00% | +4,722 | New |
| CIBC Asset Management Inc | 4,734 | $233.7K | 0.00% | −60−1.3% | Reduced |
| Buffalo Business & Estate Services Ltd | – | $236.2K | 0.03% | – | – |