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Nicolet Bankshares Inc

NIC
Exchange
NYSE
Industry
National Commercial Banks
SEC CIK
0001174850

In the last 90 days, Nicolet Bankshares Inc insiders filed 0 open-market purchases and 2 sales; 255 institutions reported holding it in 13F filings for Q2 2026, worth $2.17B in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Nicolet Bankshares Inc as of Sep 30, 2021. 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
122
+15 vs. Q2 2021
Shares held
5.12M
+976.8K (+23.6%) vs. Q2 2021
Total value
$378.9M
+$87.1M (+29.8%) vs. Q2 2021
New holders
30
46 more added
Sold out
15
28 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NIC 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.

Institutional holdersQ3 2021: 122 institutions
Q1 2021: 97 institutionsQ2 2021: 108 institutionsQ3 2021: 122 institutionsQ4 2021: 132 institutionsQ1 2022: 137 institutionsQ2 2022: 134 institutionsQ3 2022: 126 institutionsQ4 2022: 130 institutionsQ1 2023: 119 institutionsQ2 2023: 114 institutionsQ3 2023: 116 institutionsQ4 2023: 119 institutionsQ1 2024: 124 institutionsQ2 2024: 121 institutionsQ3 2024: 141 institutionsQ4 2024: 152 institutionsQ1 2025: 158 institutionsQ2 2025: 165 institutionsQ3 2025: 181 institutionsQ4 2025: 200 institutionsQ1 2026: 240 institutionsQ2 2026: 255 institutions
Value heldQ3 2021: $378.9M
Q1 2021: $333.7MQ2 2021: $291.8MQ3 2021: $378.9MQ4 2021: $441.1MQ1 2022: $533.7MQ2 2022: $405.3MQ3 2022: $389.0MQ4 2022: $383.4MQ1 2023: $315.6MQ2 2023: $363.5MQ3 2023: $375.2MQ4 2023: $445.4MQ1 2024: $500.6MQ2 2024: $491.0MQ3 2024: $581.6MQ4 2024: $668.6MQ1 2025: $828.9MQ2 2025: $929.8MQ3 2025: $990.6MQ4 2025: $992.1MQ1 2026: $1.66BQ2 2026: $2.17B
Institutions holding NIC and their total value by quarter
QuarterHoldersValue
Q2 2026255$2.17B
Q1 2026240$1.66B
Q4 2025200$992.1M
Q3 2025181$990.6M
Q2 2025165$929.8M
Q1 2025158$828.9M
Q4 2024152$668.6M
Q3 2024141$581.6M
Q2 2024121$491.0M
Q1 2024124$500.6M
Q4 2023119$445.4M
Q3 2023116$375.2M
Q2 2023114$363.5M
Q1 2023119$315.6M
Q4 2022130$383.4M
Q3 2022126$389.0M
Q2 2022134$405.3M
Q1 2022137$533.7M
Q4 2021132$441.1M
Q3 2021122$378.9M
Q2 2021108$291.8M
Q1 202197$333.7M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Nicolet Bankshares Inc; share changes are against Q2 2021.

Institutions holding NIC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lindbrook Capital, LLC12$1.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC8$1.00K0.00%00.0%Unchanged
Captrust Financial Advisors8$1.00K0.00%+8New
IFP Advisors, Inc11$1.00K0.00%+11New
Glassman Wealth Services19$1.00K0.00%+19New
US Bancorp71$5.00K0.00%−17−19.3%Reduced
O'Shaughnessy Asset Management, LLC83$6.00K0.00%+83New
Macquarie Group Ltd90$7.00K0.00%00.0%Unchanged
Signaturefd, LLC148$11.0K0.00%−49−24.9%Reduced
Parallel Advisors, LLC170$13.0K0.00%−19−10.1%Reduced
Nisa Investment Advisors, LLC300$22.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)431$32.0K0.00%−480−52.7%Reduced
Winch Advisory Services, LLC497$37.0K0.01%00.0%Unchanged
Great West Life Assurance Co584$44.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.802$59.0K0.00%00.0%Unchanged
RWM Asset Management, LLC1,072$80.0K0.02%+1,072New
Morgan Dempsey Capital Management LLC1,529$113.0K0.04%00.0%Unchanged
Citigroup Inc1,748$130.0K0.00%−3,558−67.1%Reduced
Total Clarity Wealth Management, Inc.2,541$188.0K0.09%+2,541New
Creative Planning2,944$218.0K0.00%+2,944New
Kerntke Otto McGlone Wealth Management Group2,966$220.0K0.66%−3,112−51.2%Reduced
Cetera Investment Advisers3,008$223.0K0.00%00.0%Unchanged
Huntington National Bank3,000$223.0K0.00%+3,000New
BNP Paribas Arbitrage, SA3,007$223.1K0.00%+1,765+142.1%Added
Blair William & Co3,027$225.0K0.00%+3,027New
Financial Planning & Information Services, Inc.3,144$233.0K0.06%−663−17.4%Reduced
Legal & General Group Plc3,339$248.0K0.00%+2,252+207.2%Added
AQR Capital Management LLC3,389$251.0K0.00%−121−3.4%Reduced
Metropolitan Life Insurance Co3,402$252.4K0.00%+536+18.7%Added
UBS Group AG3,510$260.0K0.00%−2,666−43.2%Reduced
Maven Securities LTD3,700$274.0K0.03%+3,700New
MetLife Investment Management3,718$275.8K0.00%−482−11.5%Reduced
Courier Capital LLC4,017$298.0K0.03%+4,017New
Voya Investment Management LLC4,106$305.0K0.00%+202+5.2%Added
Appleton Group, LLC4,285$318.0K0.27%00.0%Unchanged
Associated Banc-Corp4,720$350.0K0.01%−7,500−61.4%Reduced
Shell Asset Management Co5,032$373.0K0.01%−220−4.2%Reduced
Alps Advisors Inc5,104$379.0K0.00%+5,104New
Harbour Investments, Inc.5,314$394.0K0.01%−100−1.8%Reduced
Cambridge Investment Research Advisors, Inc.5,358$397.0K0.00%+5,358New
Public Employees Retirement System of Ohio5,491$407.0K0.00%00.0%Unchanged
Minerva Advisors LLC5,561$413.0K0.24%+5,561New
Advisor Group Holdings, Inc.5,591$414.0K0.00%+1,755+45.8%Added
Susquehanna Fundamental Investments, LLC5,602$416.0K0.01%+5,602New
Rafferty Asset Management, LLC5,619$417.0K0.00%−550−8.9%Reduced
American International Group, Inc.5,878$436.0K0.00%+874+17.5%Added
LSV Asset Management5,904$437.0K0.00%+5,904New
Qube Research & Technologies Ltd6,078$451.0K0.01%+6,078New
Russell Investments Group, Ltd.6,136$453.0K0.00%+2,481+67.9%Added
Federated Hermes, Inc.6,138$455.0K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP6,260$464.0K0.01%−11,567−64.9%Reduced
Deutsche Bank AG6,287$466.0K0.00%+972+18.3%Added
Bridges Investment Management Inc6,300$467.0K0.01%00.0%Unchanged
Susquehanna International Group, LLP6,310$468.0K0.00%+2,582+69.3%Added
Royal Bank of Canada6,402$476.0K0.00%+2,589+67.9%Added
Schaper Benz & Wise Investment Counsel Inc6,429$477.0K0.04%00.0%Unchanged
PDT Partners, LLC6,500$482.0K0.03%+1,800+38.3%Added
Marshall Wace North America L.P.6,609$490.0K0.00%+6,609New
SG Americas Securities, LLC6,953$516.0K0.00%+6,953New
New York State Common Retirement Fund7,191$533.0K0.00%−1,584−18.1%Reduced
Wells Fargo & Company7,258$538.0K0.00%−201−2.7%Reduced
Mercer Global Advisors Inc7,722$573.0K0.00%+7,722New
Raffles Associates LP8,462$628.0K0.58%+8,462New
Martingale Asset Management L P9,404$698.0K0.01%+5,200+123.7%Added
Summit Global Investments10,600$786.0K0.06%+2,300+27.7%Added
Legacy Capital Partners, Inc.10,700$794.0K0.29%00.0%Unchanged
Detalus Advisors, LLC12,531$930.0K0.47%+12,531New
Caldwell Trust Co12,578$933.0K0.12%00.0%Unchanged
Rhumbline Advisers13,506$1.00M0.00%+1,049+8.4%Added
Winton Group Ltd13,573$1.01M0.06%+297+2.2%Added
Price T Rowe Associates Inc13,645$1.01M0.00%+174+1.3%Added
Bank of Montreal13,661$1.03M0.00%−696−4.8%Reduced
Credit Suisse AG14,254$1.06M0.00%+2,700+23.4%Added
Bank of America Corp14,476$1.07M0.00%+8,618+147.1%Added
ERTS Wealth Advisors, LLC14,484$1.07M0.28%+14,484New
California State Teachers Retirement System14,655$1.09M0.00%+2,278+18.4%Added
Invesco Ltd.14,687$1.09M0.00%+1,294+9.7%Added
HRT Financial LP14,887$1.10M0.01%−4,254−22.2%Reduced
The PNC Financial Services Group, Inc.14,916$1.11M0.00%+14,916New
FMR LLC15,031$1.11M0.00%+31+0.2%Added
American Century Companies Inc15,031$1.11M0.00%+5,156+52.2%Added
Stephenson National Bank & Trust15,210$1.13M0.72%+3,231+27.0%Added
Panagora Asset Management Inc15,271$1.13M0.01%+320+2.1%Added
Stifel Financial Corp15,841$1.18M0.00%+841+5.6%Added
Advisory Research Inc16,184$1.20M0.08%+16,184New
N.E.W. Advisory Services LLC17,331$1.29M0.21%−265−1.5%Reduced
First Trust Advisors LP19,538$1.45M0.00%+14,375+278.4%Added
Two Sigma Investments, LP20,385$1.51M0.00%−1,551−7.1%Reduced
Barclays PLC21,177$1.57M0.00%+11,580+120.7%Added
Maltese Capital Management LLC21,342$1.58M0.27%−40,815−65.7%Reduced
Legacy Private Trust Co.22,616$1.68M0.14%00.0%Unchanged
Old Mission Investment Co LLC23,225$1.72M0.70%+23,225New
Morgan Stanley23,890$1.77M0.00%−995−4.0%Reduced
Swiss National Bank23,900$1.77M0.00%+4,000+20.1%Added
Kennedy Capital Management, Inc.25,000$1.85M0.04%+2,958+13.4%Added
Two Sigma Advisers, LP26,900$2.00M0.01%+12,510+86.9%Added
Citadel Advisors LLC28,868$2.14M0.00%−969−3.2%Reduced
Los Angeles Capital Management LLC33,485$2.48M0.01%−3,960−10.6%Reduced
Mendon Capital Advisors Corp33,617$2.49M0.85%+33,617New
Johnson Financial Group, Inc.33,720$2.50M0.17%00.0%Unchanged