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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 2024

Institutional positions in Nicolet Bankshares Inc as of Sep 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
141
+21 vs. Q2 2024
Shares held
6.95M
+1.17M (+20.3%) vs. Q2 2024
Total value
$581.6M
+$175.3M (+43.1%) vs. Q2 2024
New holders
30
39 more added
Sold out
9
40 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 141 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 2024: $581.6M
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 2024

Shares, value and share of portfolio for each institution holding Nicolet Bankshares Inc; share changes are against Q2 2024.

Institutions holding NIC in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Allworth Financial LP2$1920.00%00.0%Unchanged
Nisa Investment Advisors, LLC4$3830.00%00.0%Unchanged
Signaturefd, LLC6$5740.00%00.0%Unchanged
GeoWealth Management, LLC10$9570.00%+10New
Covestor Ltd6$1.00K0.00%+2+50.0%Added
Simplex Trading, LLC17$1.00K0.00%+17New
IFP Advisors, Inc11$1.05K0.00%00.0%Unchanged
Smartleaf Asset Management LLC14$1.32K0.00%00.0%Unchanged
Capital Performance Advisors LLP15$1.43K0.00%+15New
GAMMA Investing LLC16$1.53K0.00%+14+700.0%Added
Point72 (DIFC) Ltd18$1.75K0.00%+18New
Quarry LP31$2.96K0.00%+31New
Sterling Capital Management LLC39$3.73K0.00%+39New
Hemington Wealth Management102$10.0K0.00%+102New
Northwestern Mutual Wealth Management Co105$10.0K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio110$10.5K0.00%+34+44.7%Added
SRS Capital Advisors, Inc.158$15.1K0.00%00.0%Unchanged
US Bancorp215$20.6K0.00%00.0%Unchanged
Picton Mahoney Asset Management219$21.0K0.00%+219New
Parallel Advisors, LLC235$22.5K0.00%00.0%Unchanged
Quadrant Capital Group LLC329$31.5K0.00%−25−7.1%Reduced
Amalgamated Bank461$44.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC507$48.5K0.01%+2+0.4%Added
Aquatic Capital Management LLC600$57.4K0.00%+600New
Acadian Asset Management LLC679$64.0K0.00%+679New
Caldwell Sutter Capital, Inc.720$68.9K0.03%00.0%Unchanged
Rothschild Investment LLC805$77.0K0.01%00.0%Unchanged
Nicolet Bankshares Inc869,752$83.2K0.02%−15,302−1.7%Reduced
Ameritas Investment Partners, Inc.1,270$121.5K0.00%00.0%Unchanged
Citadel Advisors LLC1,273$121.7K0.00%+74+6.2%Added
Lazard Asset Management LLC1,280$122.0K0.00%+1,280New
Harbour Investments, Inc.1,368$130.8K0.00%00.0%Unchanged
Great West Life Assurance Co1,396$133.0K0.00%00.0%Unchanged
Johnson Financial Group, Inc.1,500$143.4K0.01%+800+114.3%Added
Quantbot Technologies LP1,619$154.8K0.01%+1,619New
Federated Hermes, Inc.1,653$158.1K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,751$167.4K0.00%+192+12.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)1,842$176.2K0.00%00.0%Unchanged
Shell Asset Management Co1,894$181.0K0.01%+1,894New
LPL Financial LLC2,272$217.3K0.00%−248−9.8%Reduced
Sherbrooke Park Advisers LLC2,374$227.0K0.05%−197−7.7%Reduced
Blair William & Co2,437$233.1K0.00%00.0%Unchanged
ProShare Advisors LLC2,513$240.3K0.00%+2,513New
ExodusPoint Capital Management, LP2,697$258.0K0.00%+2,697New
Virtu Financial LLC2,763$264.0K0.01%+2,763New
MAI Capital Management2,900$277.3K0.00%00.0%Unchanged
Quest Partners LLC2,922$279.4K0.02%+2,617+858.0%Added
Huntington National Bank3,000$286.9K0.00%00.0%Unchanged
Foundations Investment Advisors, LLC3,000$286.9K0.01%00.0%Unchanged
Susquehanna International Group, LLP3,221$308.0K0.00%−1,536−32.3%Reduced
Alps Advisors Inc3,650$349.1K0.00%+3,650New
Detalus Advisors, LLC3,841$367.3K0.12%−6,076−61.3%Reduced
Arizona State Retirement System3,870$370.1K0.00%+129+3.4%Added
McGlone Suttner Wealth Management, Inc.4,071$389.3K0.08%+27+0.7%Added
Financial Planning & Information Services, Inc.4,204$402.0K0.06%+1,060+33.7%Added
BNP Paribas Arbitrage, SA4,269$408.2K0.00%+1,010+31.0%Added
SG Americas Securities, LLC4,313$412.0K0.00%+4,313New
PDT Partners, LLC4,312$412.4K0.04%+4,312New
Baird Financial Group, Inc.4,338$414.8K0.00%−848−16.4%Reduced
State of Wisconsin Investment Board4,478$428.2K0.00%−920−17.0%Reduced
D. E. Shaw & Co., Inc.4,505$430.8K0.00%+4,505New
Voya Investment Management LLC4,662$445.8K0.00%−226−4.6%Reduced
AQR Capital Management LLC4,802$459.2K0.00%+4,802New
New York State Common Retirement Fund4,983$476.5K0.00%−993−16.6%Reduced
NorthRock Partners, LLC5,263$503.3K0.02%−247−4.5%Reduced
Gsa Capital Partners LLP5,399$516.0K0.04%−929−14.7%Reduced
Los Angeles Capital Management LLC5,520$527.9K0.00%+5,520New
Cubist Systematic Strategies, LLC5,570$532.6K0.01%+5,570New
Envestnet Asset Management Inc5,658$541.1K0.00%+42+0.7%Added
Teacher Retirement System of Texas5,727$548.0K0.00%+5,727New
HRT Financial LP5,886$562.0K0.00%+5,886New
Schaper Benz & Wise Investment Counsel Inc6,379$610.0K0.05%00.0%Unchanged
Royal Bank of Canada6,680$639.0K0.00%−140−2.1%Reduced
Old Mission Investment Co LLC6,839$654.0K0.20%−6,518−48.8%Reduced
Corebridge Financial, Inc.7,113$680.2K0.00%−44−0.6%Reduced
Sequoia Financial Advisors, LLC7,155$684.2K0.01%−165−2.3%Reduced
Mirae Asset Global ETFs Holdings Ltd.7,296$697.7K0.00%+788+12.1%Added
CWM, LLC7,355$703.0K0.00%+44+0.6%Added
Deutsche Bank AG7,618$728.5K0.00%+1,759+30.0%Added
MetLife Investment Management7,659$732.4K0.00%00.0%Unchanged
Wells Fargo & Company8,162$780.5K0.00%+2,137+35.5%Added
Associated Banc-Corp8,347$798.2K0.02%−194−2.3%Reduced
Rafferty Asset Management, LLC8,411$804.3K0.00%−1,571−15.7%Reduced
Ameriprise Financial Inc8,872$848.4K0.00%−170−1.9%Reduced
UBS Group AG8,939$854.8K0.00%−12,911−59.1%Reduced
Squarepoint Ops LLC9,738$931.2K0.00%+9,738New
Dana Investment Advisors, Inc.10,000$956.3K0.03%00.0%Unchanged
Jane Street Group, LLC10,024$958.6K0.00%−4,285−29.9%Reduced
Panagora Asset Management Inc10,397$994.3K0.00%+10,397New
The PNC Financial Services Group, Inc.10,626$1.02M0.00%00.0%Unchanged
Sugar Maple Asset Management, LLC11,494$1.10M0.95%−517−4.3%Reduced
Kennedy Capital Management, Inc.11,522$1.10M0.02%−121−1.0%Reduced
Price T Rowe Associates Inc12,332$1.18M0.00%+2,986+31.9%Added
Creative Planning12,484$1.19M0.00%+777+6.6%Added
Caldwell Trust Co12,578$1.20M0.13%00.0%Unchanged
California State Teachers Retirement System12,699$1.21M0.00%−339−2.6%Reduced
Legal & General Group Plc13,035$1.25M0.00%+234+1.8%Added
Advisor Group Holdings, Inc.13,048$1.25M0.00%−751−5.4%Reduced
Stephenson National Bank & Trust13,060$1.25M0.40%−1,700−11.5%Reduced
Bowman & Co S.C.13,690$1.31M0.69%−291−2.1%Reduced