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, Q4 2023
Institutional positions in Nicolet Bankshares Inc as of Dec 31, 2023. 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
- 119
- +4 vs. Q3 2023
- Shares held
- 6.44M
- +152.9K (+2.4%) vs. Q3 2023
- Total value
- $445.4M
- +$70.5M (+18.8%) vs. Q3 2023
- New holders
- 10
- 42 more added
- Sold out
- 6
- 38 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 255 | $2.17B |
| Q1 2026 | 240 | $1.66B |
| Q4 2025 | 200 | $992.1M |
| Q3 2025 | 181 | $990.6M |
| Q2 2025 | 165 | $929.8M |
| Q1 2025 | 158 | $828.9M |
| Q4 2024 | 152 | $668.6M |
| Q3 2024 | 141 | $581.6M |
| Q2 2024 | 121 | $491.0M |
| Q1 2024 | 124 | $500.6M |
| Q4 2023 | 119 | $445.4M |
| Q3 2023 | 116 | $375.2M |
| Q2 2023 | 114 | $363.5M |
| Q1 2023 | 119 | $315.6M |
| Q4 2022 | 130 | $383.4M |
| Q3 2022 | 126 | $389.0M |
| Q2 2022 | 134 | $405.3M |
| Q1 2022 | 137 | $533.7M |
| Q4 2021 | 132 | $441.1M |
| Q3 2021 | 122 | $378.9M |
| Q2 2021 | 108 | $291.8M |
| Q1 2021 | 97 | $333.7M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Nicolet Bankshares Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 1,267 | $102.0K | 0.00% | −575−31.2% | Reduced |
| Amalgamated Bank | 1,169 | $94.0K | 0.00% | −129−9.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,129 | $90.9K | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 909,481 | $73.2K | 0.02% | −12,747−1.4% | Reduced |
| Rothschild Investment LLC | 800 | $64.4K | 0.01% | +800 | New |
| Metropolitan Life Insurance Co | 705 | $56.7K | 0.00% | −87−11.0% | Reduced |
| EntryPoint Capital, LLC | 558 | $44.9K | 0.04% | +558 | New |
| Winch Advisory Services, LLC | 502 | $40.4K | 0.01% | +2+0.4% | Added |
| Quadrant Capital Group LLC | 354 | $28.5K | 0.00% | +85+31.6% | Added |
| Parallel Advisors, LLC | 235 | $18.9K | 0.00% | +142+152.7% | Added |
| US Bancorp | 170 | $13.7K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 135 | $10.9K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 114 | $9.18K | 0.01% | +114 | New |
| Northwestern Mutual Wealth Management Co | 105 | $8.45K | 0.00% | −667−86.4% | Reduced |
| Quantbot Technologies LP | 100 | $8.05K | 0.00% | +100 | New |
| IFP Advisors, Inc | 11 | $885 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 6 | $483 | 0.00% | −11−64.7% | Reduced |
| Allworth Financial LP | 2 | $161 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −22,435−100.0% | Sold out |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −19,343−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −7,950−100.0% | Sold out |
| Morgan Dempsey Capital Management LLC | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Appleton Group, LLC | – | – | – | – | Not filed |