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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, Q1 2026

Institutional positions in Nicolet Bankshares Inc as of Mar 31, 2026. 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
240
+44 vs. Q4 2025
Shares held
11.2M
+3.79M (+51.0%) vs. Q4 2025
Total value
$1.66B
+$758.7M (+84.2%) vs. Q4 2025
New holders
73
104 more added
Sold out
29
42 more reduced

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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 holdersQ1 2026: 240 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 heldQ1 2026: $1.66B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Nicolet Bankshares Inc; share changes are against Q4 2025.

Institutions holding NIC in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Sunbelt Securities, Inc.1$1490.00%−2−66.7%Reduced
TD Private Client Wealth LLC1$1490.00%+1New
Twin Peaks Wealth Advisors, LLC2$2970.00%+2New
Trust Co3$4460.00%00.0%Unchanged
Essential Partners LLC3$4460.00%+1+50.0%Added
Bare Financial Services, Inc3$4460.00%+3New
Keating Financial Advisory Services, Inc.3$4460.00%+3New
Rossby Financial, LCC3$4490.00%+3New
Massmutual Trust Co FSB5$7430.00%+5New
Zions Bancorporation, National Association6$8490.00%+6New
Covestor Ltd3$1.00K0.00%−5−62.5%Reduced
Raffa Wealth Management, LLC7$1.04K0.00%+7New
UMA Financial Services, Inc.8$1.19K0.00%+4+100.0%Added
Bruce G. Allen Investments, LLC9$1.34K0.00%+3+50.0%Added
Ares Financial Consulting, LLC12$1.79K0.00%+12New
Whittier Trust Co of Nevada Inc16$2.39K0.00%+16New
JPL Wealth Management, LLC18$2.68K0.00%+18New
Kilter Group LLC32$4.76K0.00%+32New
Rockefeller Capital Management L.P.39$5.80K0.00%+17+77.3%Added
Larson Financial Group LLC74$11.0K0.00%+73+7,300.0%Added
Optiver Holding B.V.78$11.6K0.00%+54+225.0%Added
Private Wealth Asset Management, LLC95$14.1K0.00%+95New
GAMMA Investing LLC98$14.6K0.00%+44+81.5%Added
Pinnacle Wealth Planning Services, Inc.99$14.7K0.00%+99New
SRS Capital Advisors, Inc.116$16.7K0.00%+41+54.7%Added
Kemnay Advisory Services Inc.113$16.8K0.00%+113New
Pinnacle Holdings, LLC117$17.4K0.01%+117New
Harbor Capital Advisors, Inc.122$18.0K0.00%+60+96.8%Added
Smartleaf Asset Management LLC129$18.7K0.00%+114+760.0%Added
Fifth Third Bancorp133$19.7K0.00%+133New
Federation des caisses Desjardins du Quebec151$22.4K0.00%+151New
Advisory Services Network, LLC152$22.6K0.00%+152New
Allworth Financial LP155$23.0K0.00%+150+3,000.0%Added
Nisa Investment Advisors, LLC169$25.1K0.00%+67+65.7%Added
Cullen/Frost Bankers, Inc.169$25.2K0.00%+169New
Versant Capital Management, Inc170$25.3K0.00%+170New
Farther Finance Advisors, LLC199$29.8K0.00%+56+39.2%Added
US Bancorp294$43.7K0.00%+79+36.7%Added
Jones Financial Companies LLLP402$58.0K0.00%+82+25.6%Added
Sterling Capital Management LLC511$75.9K0.00%−65−11.3%Reduced
Winch Advisory Services, LLC514$76.4K0.02%+1+0.2%Added
Parallel Advisors, LLC607$90.2K0.00%+366+151.9%Added
EverSource Wealth Advisors, LLC630$93.7K0.00%+284+82.1%Added
Caldwell Sutter Capital, Inc.720$107.0K0.04%00.0%Unchanged
Umb Bank N A840$124.8K0.00%00.0%Unchanged
KBC Group NV842$125.0K0.00%+251+42.5%Added
Rothschild Investment LLC842$125.1K0.01%+10+1.2%Added
Tower Research Capital LLC (TRC)845$125.6K0.00%+167+24.6%Added
Parkside Financial Bank & Trust853$126.8K0.01%+266+45.3%Added
Signaturefd, LLC963$143.1K0.00%+827+608.1%Added
IAG Wealth Partners, LLC1,017$151.1K0.02%00.0%Unchanged
Hills Bank & Trust Co1,132$168.2K0.01%+1,132New
Ameriprise Financial Inc1,372$203.9K0.00%+1,372New
Federated Hermes, Inc.1,414$210.1K0.00%00.0%Unchanged
DRW Securities, LLC1,422$211.3K0.01%−2,714−65.6%Reduced
KLCM Advisors, Inc.1,500$222.9K0.02%−4,000−72.7%Reduced
Eurizon Capital SGR S.p.A.1,555$226.7K0.00%+1,488+2,220.9%Added
Tributary Capital Management, LLC1,550$230.4K0.02%+1,550New
Clarkston Capital Partners, LLC1,555$231.1K0.02%+1,555New
Ameritas Investment Partners, Inc.1,564$232.4K0.01%+435+38.5%Added
Balyasny Asset Management LLC1,566$232.7K0.00%−106−6.3%Reduced
Entropy Technologies, LP1,600$237.8K0.01%+1,600New
ZWJ Investment Counsel Inc1,730$257.1K0.01%+1,730New
Xponance, Inc.1,742$258.9K0.00%+1,742New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,743$259.0K0.00%+1,743New
Jefferies Financial Group Inc.1,799$267.4K0.00%+1,799New
Ballentine Partners, LLC1,882$279.7K0.00%+11+0.6%Added
Public Employees Retirement Association of Colorado1,936$288.0K0.00%00.0%Unchanged
Magnus Financial Group LLC1,987$295.2K0.02%+1,987New
Heck Capital Advisors, LLC2,000$297.2K0.02%00.0%Unchanged
Russell Investments Group, Ltd.2,046$304.1K0.00%+991+93.9%Added
Jain Global LLC2,103$312.5K0.00%+2,103New
Great West Life Assurance Co2,144$320.0K0.00%+748+53.6%Added
Swiss Life Asset Management Ltd2,214$329.0K0.00%+2,214New
Smith Group Asset Management, LLC2,230$331.4K0.02%+189+9.3%Added
Occudo Quantitative Strategies LP2,266$331.9K0.02%+2,266New
Victory Capital Management Inc2,235$332.2K0.00%+2,235New
Quadrant Capital Group LLC2,244$333.5K0.01%+225+11.1%Added
Keybank National Association2,334$346.9K0.00%+2,334New
Princeton Capital Management LLC2,400$356.7K0.10%+2,400New
Evergreen Capital Management LLC2,415$358.9K0.01%+2,415New
Gamco Investors, Inc. Et Al2,500$371.6K0.00%+2,500New
Susquehanna Portfolio Strategies, LLC2,575$382.7K0.01%−260−9.2%Reduced
ProShare Advisors LLC2,676$397.7K0.00%+252+10.4%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,879$427.9K0.00%+134+4.9%Added
MAI Capital Management2,900$431.0K0.00%−3−0.1%Reduced
Foundations Investment Advisors, LLC2,930$435.5K0.01%−33−1.1%Reduced
Pictet Asset Management Holding SA2,996$445.3K0.00%+1,093+57.4%Added
Canada Pension Plan Investment Board3,000$445.9K0.00%−3,400−53.1%Reduced
Huntington National Bank3,000$445.9K0.00%00.0%Unchanged
Angel Oak Capital Advisors, LLC3,000$445.9K0.50%00.0%Unchanged
Blair William & Co3,008$447.0K0.00%+434+16.9%Added
State of Alaska, Department of Revenue3,034$449.0K0.00%00.0%Unchanged
Apella Capital, LLC2,926$463.1K0.01%+2,926New
Commonwealth Equity Services, LLC3,169$470.9K0.00%+1,399+79.0%Added
Voya Investment Management LLC3,279$487.3K0.00%+789+31.7%Added
Diversified Trust Co3,304$491.0K0.01%+3,304New
Alps Advisors Inc3,317$493.0K0.00%−100−2.9%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)3,353$498.3K0.00%00.0%Unchanged
Massar Capital Management, LP3,412$507.1K0.10%+3,412New