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 2024
Institutional positions in Nicolet Bankshares Inc as of Dec 31, 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
- 152
- +12 vs. Q3 2024
- Shares held
- 7.21M
- +267.6K (+3.9%) vs. Q3 2024
- Total value
- $668.6M
- +$87.4M (+15.0%) vs. Q3 2024
- New holders
- 22
- 72 more added
- Sold out
- 10
- 29 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nicolet Bankshares Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bowman & Co S.C. | 13,096 | $1.37M | 0.71% | −594−4.3% | Reduced |
| Creative Planning | 13,296 | $1.39M | 0.00% | +812+6.5% | Added |
| Fisher Asset Management, LLC | 13,365 | $1.40M | 0.00% | −1,613−10.8% | Reduced |
| Advisor Group Holdings, Inc. | 13,374 | $1.40M | 0.00% | +326+2.5% | Added |
| Legal & General Group Plc | 13,335 | $1.41M | 0.00% | +300+2.3% | Added |
| Wells Fargo & Company | 13,898 | $1.46M | 0.00% | +5,736+70.3% | Added |
| Jackson Creek Investment Advisors LLC | 15,117 | $1.59M | 0.48% | +15,117 | New |
| Millennium Management LLC | 15,445 | $1.62M | 0.00% | −5,870−27.5% | Reduced |
| Stifel Financial Corp | 15,845 | $1.66M | 0.00% | −10.0% | Reduced |
| Citigroup Inc | 16,876 | $1.77M | 0.00% | +2,305+15.8% | Added |
| UBS Group AG | 17,509 | $1.84M | 0.00% | +8,570+95.9% | Added |
| Martingale Asset Management L P | 18,087 | $1.90M | 0.05% | +18,087 | New |
| Brandywine Global Investment Management, LLC | 18,578 | $1.95M | 0.01% | −700−3.6% | Reduced |
| Legacy Private Trust Co. | 18,662 | $1.96M | 0.13% | 00.0% | Unchanged |
| Bank of America Corp | 19,013 | $1.99M | 0.00% | +808+4.4% | Added |
| Rhumbline Advisers | 19,955 | $2.09M | 0.00% | +299+1.5% | Added |
| Mendon Capital Advisors Corp | 20,000 | $2.10M | 1.18% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 20,000 | $2.10M | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 22,035 | $2.31M | 0.01% | +16,308+284.8% | Added |
| Anchor Capital Advisors LLC | 23,356 | $2.45M | 0.07% | +97+0.4% | Added |
| Renaissance Technologies LLC | 23,582 | $2.47M | 0.00% | +23,582 | New |
| First Trust Advisors LP | 23,659 | $2.48M | 0.00% | −1,742−6.9% | Reduced |
| Bank of Montreal | 24,886 | $2.61M | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 26,600 | $2.79M | 0.00% | +400+1.5% | Added |
| Barclays PLC | 27,589 | $2.89M | 0.00% | +3,611+15.1% | Added |
| UBS Asset Management Americas Inc | 27,856 | $2.92M | 0.00% | +5,492+24.6% | Added |
| Invesco Ltd. | 28,511 | $2.99M | 0.00% | +3,600+14.5% | Added |
| American Century Companies Inc | 31,576 | $3.31M | 0.00% | +2,984+10.4% | Added |
| Merit Financial Group, LLC | 34,543 | $3.62M | 0.07% | +592+1.7% | Added |
| Nuveen Asset Management, LLC | 34,854 | $3.66M | 0.00% | +544+1.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 38,932 | $4.08M | 0.01% | −4,232−9.8% | Reduced |
| N.E.W. Advisory Services LLC | 39,995 | $4.20M | 0.40% | −1,049−2.6% | Reduced |
| Weiss Asset Management LP | 43,003 | $4.51M | 0.10% | +43,003 | New |
| Qube Research & Technologies Ltd | 43,573 | $4.57M | 0.01% | +9,760+28.9% | Added |
| Advisory Research Inc | 44,723 | $4.69M | 0.78% | +155+0.3% | Added |
| North Star Asset Management Inc | 46,088 | $4.84M | 0.21% | +548+1.2% | Added |
| Oberweis Asset Management Inc | 55,200 | $5.79M | 0.27% | +8,800+19.0% | Added |
| Morgan Stanley | 57,374 | $6.02M | 0.00% | +3,538+6.6% | Added |
| Bank of New York Mellon Corp | 58,247 | $6.11M | 0.00% | +950+1.7% | Added |
| JPMorgan Chase & Co | 76,385 | $8.01M | 0.00% | +43,567+132.8% | Added |
| Goldman Sachs Group Inc | 99,506 | $10.4M | 0.00% | +19,940+25.1% | Added |
| Charles Schwab Investment Management Inc | 127,925 | $13.4M | 0.00% | +11,516+9.9% | Added |
| Northern Trust Corp | 134,755 | $14.1M | 0.00% | +1,607+1.2% | Added |
| Janus Henderson Group PLC | 180,218 | $18.9M | 0.01% | +8,698+5.1% | Added |
| Manufacturers Life Insurance Company, The | 232,492 | $24.4M | 0.02% | −2,490−1.1% | Reduced |
| Geode Capital Management, LLC | 303,748 | $31.9M | 0.00% | +357+0.1% | Added |
| Alliancebernstein L.P. | 350,694 | $36.8M | 0.01% | −1,810−0.5% | Reduced |
| State Street Corp | 417,597 | $43.8M | 0.00% | +35,842+9.4% | Added |
| FMR LLC | 510,021 | $53.5M | 0.00% | −79,745−13.5% | Reduced |
| Dimensional Fund Advisors LP | 641,740 | $67.3M | 0.02% | +21,819+3.5% | Added |
| Vanguard Group Inc | 737,123 | $77.3M | 0.00% | −1,976−0.3% | Reduced |
| BlackRock, Inc. | 1,094,351 | $114.8M | 0.00% | +19,278+1.8% | Added |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,738−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,886−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,313−100.0% | Sold out |
| Detalus Advisors, LLC | 0 | $0 | 0.00% | −3,841−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,374−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Financial Planning & Information Services, Inc. | – | – | – | – | Not filed |