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, Q1 2025
Institutional positions in Nicolet Bankshares Inc as of Mar 31, 2025. 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
- 158
- +7 vs. Q4 2024
- Shares held
- 7.61M
- +426.7K (+5.9%) vs. Q4 2024
- Total value
- $828.9M
- +$163.9M (+24.7%) vs. Q4 2024
- New holders
- 23
- 43 more added
- Sold out
- 16
- 55 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nicolet Bankshares Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stonebridge Financial Group, LLC | 1 | $109 | 0.00% | +1 | New |
| GWM Advisors LLC | 2 | $218 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2 | $236 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3 | $327 | 0.00% | −13−81.3% | Reduced |
| Russell Investments Group, Ltd. | 4 | $436 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $436 | 0.00% | +4 | New |
| EverSource Wealth Advisors, LLC | 5 | $545 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $545 | 0.00% | +5 | New |
| Amundi | 6 | $616 | 0.00% | +6 | New |
| Signaturefd, LLC | 6 | $654 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13 | $1.42K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 16 | $1.74K | 0.00% | +16 | New |
| Covestor Ltd | 15 | $2.00K | 0.00% | −4−21.1% | Reduced |
| Smartleaf Asset Management LLC | 25 | $2.73K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 29 | $3.48K | 0.00% | +18+163.6% | Added |
| Harbor Capital Advisors, Inc. | 49 | $5.00K | 0.00% | +49 | New |
| GAMMA Investing LLC | 57 | $6.21K | 0.00% | +27+90.0% | Added |
| Hemington Wealth Management | 101 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 139 | $15.1K | 0.00% | +135+3,375.0% | Added |
| USA Financial Portformulas Corp | 171 | $18.6K | 0.00% | +171 | New |
| Sterling Capital Management LLC | 185 | $20.2K | 0.00% | −146−44.1% | Reduced |
| US Bancorp | 218 | $23.8K | 0.00% | +3+1.4% | Added |
| Parallel Advisors, LLC | 248 | $27.0K | 0.00% | +13+5.5% | Added |
| Parkside Financial Bank & Trust | 398 | $43.4K | 0.01% | +398 | New |
| Amalgamated Bank | 463 | $50.0K | 0.00% | +2+0.4% | Added |
| Tower Research Capital LLC (TRC) | 475 | $51.8K | 0.00% | −1,063−69.1% | Reduced |
| Winch Advisory Services, LLC | 509 | $55.5K | 0.01% | +1+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 720 | $78.5K | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 780 | $85.0K | 0.00% | −2,979−79.2% | Reduced |
| Public Employees Retirement System of Ohio | 809 | $88.1K | 0.00% | +664+457.9% | Added |
| Rothschild Investment LLC | 830 | $90.4K | 0.01% | +10+1.2% | Added |
| KBC Group NV | 873 | $95.0K | 0.00% | +873 | New |
| Shell Asset Management Co | 1,173 | $128.0K | 0.01% | −721−38.1% | Reduced |
| New York State Teachers Retirement System | 1,217 | $133.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,394 | $151.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,396 | $152.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,410 | $153.6K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,653 | $180.1K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,842 | $200.7K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,898 | $206.8K | 0.02% | −3,460−64.6% | Reduced |
| Pictet Asset Management Holding SA | 1,903 | $207.4K | 0.00% | +1,903 | New |
| Smith Group Asset Management, LLC | 1,928 | $210.1K | 0.02% | +1,928 | New |
| Franklin Resources Inc | 2,012 | $219.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,034 | $221.6K | 0.01% | +1,723+554.0% | Added |
| Squarepoint Ops LLC | 2,160 | $235.4K | 0.00% | +2,160 | New |
| Diversified Trust Co | 2,197 | $239.4K | 0.01% | +2,197 | New |
| State of Tennessee, Treasury Department | 2,341 | $255.1K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 2,437 | $265.5K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,581 | $281.0K | 0.00% | −8,560−76.8% | Reduced |
| Victory Capital Management Inc | 2,645 | $288.2K | 0.00% | +2,645 | New |
| Virtu Financial LLC | 2,665 | $290.0K | 0.02% | −106−3.8% | Reduced |
| LPL Financial LLC | 2,682 | $292.2K | 0.00% | +406+17.8% | Added |
| MAI Capital Management | 2,900 | $316.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,900 | $316.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,950 | $321.4K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,967 | $323.3K | 0.00% | −828−21.8% | Reduced |
| Huntington National Bank | 3,000 | $326.9K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,000 | $326.9K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Corp | 3,040 | $331.2K | 0.00% | +3,040 | New |
| Alps Advisors Inc | 3,120 | $340.0K | 0.00% | −530−14.5% | Reduced |
| SG Americas Securities, LLC | 3,720 | $405.0K | 0.00% | +3,720 | New |
| Arizona State Retirement System | 3,928 | $428.0K | 0.00% | −6−0.2% | Reduced |
| Voya Investment Management LLC | 3,951 | $430.5K | 0.00% | −339−7.9% | Reduced |
| HighTower Advisors, LLC | 3,960 | $431.5K | 0.00% | +3,960 | New |
| McGlone Suttner Wealth Management, Inc. | 4,085 | $445.1K | 0.07% | +7+0.2% | Added |
| Baird Financial Group, Inc. | 4,338 | $472.7K | 0.00% | −19−0.4% | Reduced |
| Toroso Investments, LLC | 4,402 | $479.6K | 0.00% | +4,402 | New |
| New York State Common Retirement Fund | 4,983 | $542.9K | 0.00% | 00.0% | Unchanged |
| Verus Wealth Management, LLC | 5,250 | $572.0K | 0.63% | 00.0% | Unchanged |
| PDT Partners, LLC | 5,472 | $596.2K | 0.04% | −1,393−20.3% | Reduced |
| Envestnet Asset Management Inc | 5,766 | $628.3K | 0.00% | −49−0.8% | Reduced |
| Los Angeles Capital Management LLC | 5,818 | $633.9K | 0.00% | +298+5.4% | Added |
| Old Mission Investment Co LLC | 5,839 | $636.2K | 0.19% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,939 | $647.1K | 0.00% | +729+14.0% | Added |
| Millennium Management LLC | 6,069 | $661.3K | 0.00% | −9,376−60.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 6,379 | $695.1K | 0.06% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 6,582 | $717.2K | 0.00% | −17,000−72.1% | Reduced |
| NorthRock Partners, LLC | 6,695 | $729.5K | 0.02% | −427−6.0% | Reduced |
| Corebridge Financial, Inc. | 6,712 | $731.3K | 0.00% | +13+0.2% | Added |
| Sequoia Financial Advisors, LLC | 6,980 | $760.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 7,495 | $817.0K | 0.00% | +18+0.2% | Added |
| Rafferty Asset Management, LLC | 7,505 | $817.7K | 0.00% | −1,026−12.0% | Reduced |
| Intech Investment Management LLC | 7,716 | $840.7K | 0.01% | +2,072+36.7% | Added |
| Mercer Global Advisors Inc | 7,761 | $845.6K | 0.00% | +39+0.5% | Added |
| Associated Banc-Corp | 7,775 | $847.2K | 0.03% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 7,810 | $851.0K | 0.00% | +4,149+113.3% | Added |
| MetLife Investment Management | 8,002 | $871.9K | 0.00% | −99−1.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,134 | $886.3K | 0.00% | +517+6.8% | Added |
| The PNC Financial Services Group, Inc. | 8,626 | $939.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 9,074 | $988.7K | 0.02% | +9,074 | New |
| Teacher Retirement System of Texas | 9,173 | $999.5K | 0.00% | −12,862−58.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,209 | $1.00M | 0.00% | +6,320+218.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,256 | $1.01M | 0.00% | +1,838+24.8% | Added |
| Kennedy Capital Management, Inc. | 9,951 | $1.08M | 0.03% | −59−0.6% | Reduced |
| Dana Investment Advisors, Inc. | 10,000 | $1.09M | 0.04% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 10,290 | $1.12M | 0.40% | −2,770−21.2% | Reduced |
| Deutsche Bank AG | 10,415 | $1.13M | 0.00% | −1,091−9.5% | Reduced |
| Fisher Asset Management, LLC | 10,781 | $1.17M | 0.00% | −2,584−19.3% | Reduced |
| Sugar Maple Asset Management, LLC | 11,404 | $1.24M | 0.98% | −90−0.8% | Reduced |
| AQR Capital Management LLC | 11,819 | $1.29M | 0.00% | +1,557+15.2% | Added |