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, Q2 2024
Institutional positions in Nicolet Bankshares Inc as of Jun 30, 2024. 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
- 121
- −1 vs. Q1 2024
- Shares held
- 6.80M
- +98.3K (+1.5%) vs. Q1 2024
- Total value
- $491.0M
- −$7.43M (−1.5%) vs. Q1 2024
- New holders
- 9
- 40 more added
- Sold out
- 10
- 43 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Nicolet Bankshares Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 805 | $66.8K | 0.00% | +5+0.6% | Added |
| Caldwell Sutter Capital, Inc. | 720 | $59.8K | 0.03% | −409−36.2% | Reduced |
| Johnson Financial Group, Inc. | 700 | $58.1K | 0.00% | −5,215−88.2% | Reduced |
| Winch Advisory Services, LLC | 505 | $42.0K | 0.01% | +2+0.4% | Added |
| Amalgamated Bank | 461 | $38.0K | 0.00% | +28+6.5% | Added |
| Quadrant Capital Group LLC | 354 | $29.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 305 | $25.3K | 0.00% | −988−76.4% | Reduced |
| Parallel Advisors, LLC | 235 | $19.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 215 | $17.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 205 | $16.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 158 | $13.1K | 0.00% | +158 | New |
| Northwestern Mutual Wealth Management Co | 105 | $8.72K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 76 | $6.31K | 0.00% | +40+111.1% | Added |
| IAG Wealth Partners, LLC | 67 | $5.56K | 0.00% | −67−50.0% | Reduced |
| Smartleaf Asset Management LLC | 14 | $1.13K | 0.00% | +14 | New |
| IFP Advisors, Inc | 11 | $913 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 6 | $498 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4 | $332 | 0.00% | +4 | New |
| Allworth Financial LP | 2 | $195 | 0.00% | −21−91.3% | Reduced |
| GAMMA Investing LLC | 2 | $166 | 0.00% | +2 | New |
| Covestor Ltd | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Zacks Investment Management | 0 | $0 | 0.00% | −26,882−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −6,466−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −4,299−100.0% | Sold out |
| Courier Capital LLC | 0 | $0 | 0.00% | −4,017−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −2,357−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,574−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −705−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |