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Institutional Ownership · SEC Form 13F

Who owns NBT Bancorp (NBTB)


Which tracked institutional funds hold NBTB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NBTB company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

265
Institutional holders
35M
Shares held (tracked funds)

How the tape is positioned

72 tracked funds added or opened NBTB while 36 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

NBTB’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in NBTB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 265 tracked filers holding NBTB, 128 increased or opened the position and 137 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in NBTB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 5

  • Linden Thomas Advisory Services, LLC$2M
  • MISSION WEALTH MANAGEMENT, LP$1M
  • Jupiter Topco LLC$1M
  • Rosenthal | Henry Capital Advisors, Inc.$1M
  • IFG Advisory, LLC$547K

Full exits 24

  • SG Americas Securities, LLC$5M
  • MILLENNIUM MANAGEMENT LLC$4M
  • NORGES BANK$4M
  • Thrivent Financial for Lutherans$3M
  • ENDEAVOUR CAPITAL ADVISORS INC$3M
  • ExodusPoint Capital Management, LP$3M

Largest adds

  • BlackRock, Inc.$136M
  • FMR LLC$80M
  • STATE STREET CORP$29M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$22M
  • DIMENSIONAL FUND ADVISORS LP$20M
  • AMERICAN CENTURY COMPANIES INC$18M

Largest trims

  • Qube Research & Technologies Ltd$9M
  • PL Capital Advisors, LLC$5M
  • GOLDMAN SACHS GROUP INC$3M
  • Numerai GP LLC$1M
  • GREAT LAKES ADVISORS, LLC$1M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$987K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added7,477,880$369M21.9%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed3,449,538$170M10.1%2026-Q2
STATE STREET CORP added2,731,491$135M8.0%2026-Q2
DIMENSIONAL FUND ADVISORS LP added2,406,173$119M7.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added2,254,925$111M6.6%2026-Q2
FMR LLC added1,737,937$86M5.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added1,393,256$69M4.1%2026-Q2
NORTHERN TRUST CORP added719,022$35M2.1%2026-Q2
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed647,745$32M1.9%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed629,351$31M1.8%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed611,644$30M1.8%2026-Q2
FULLER & THALER ASSET MANAGEMENT, INC. added578,914$29M1.7%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed559,697$28M1.6%2026-Q2
AMERICAN CENTURY COMPANIES INC added519,883$26M1.5%2026-Q2
Bank of New York Mellon Corp added459,484$23M1.3%2026-Q2
RAYMOND JAMES FINANCIAL INC added441,781$22M1.3%2026-Q2
MORGAN STANLEY trimmed410,346$20M1.2%2026-Q2
Nuveen, LLC added385,862$19M1.1%2026-Q2
VANGUARD FIDUCIARY TRUST CO added343,908$17M1.0%2026-Q2
Ceredex Value Advisors LLC added276,950$14M0.8%2026-Q2
NBT BANK, N.A. added261,448$13M0.8%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed251,361$12M0.7%2026-Q2
TWO SIGMA INVESTMENTS, LP added240,822$12M0.7%2026-Q2
CITADEL ADVISORS LLC added219,085$11M0.6%2026-Q2
UBS Group AG added215,142$11M0.6%2026-Q2
JPMORGAN CHASE & CO trimmed202,250$10M0.6%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added189,433$9M0.6%2026-Q2
AQR CAPITAL MANAGEMENT LLC added178,835$9M0.5%2026-Q2
Public Sector Pension Investment Board trimmed178,703$9M0.5%2026-Q2
GOLDMAN SACHS GROUP INC trimmed163,440$8M0.5%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed155,230$8M0.5%2026-Q2
Invesco Ltd. trimmed151,572$7M0.4%2026-Q2
ProShare Advisors LLC trimmed147,235$7M0.4%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed135,314$7M0.4%2026-Q2
RHUMBLINE ADVISERS trimmed131,567$6M0.4%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added128,180$6M0.4%2026-Q2
FIRST TRUST ADVISORS LP added127,306$6M0.4%2026-Q2
Savant Capital, LLC added126,428$6M0.3%2026-Q2
Edgestream Partners, L.P. added125,023$6M0.4%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed124,971$6M0.4%2026-Q2
Legal & General Group Plc trimmed122,283$6M0.4%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added122,143$6M0.4%2026-Q2
WELLS FARGO & COMPANY/MN added119,929$6M0.4%2026-Q2
Swiss National Bank trimmed101,800$5M0.3%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed96,029$5M0.3%2026-Q2
Schonfeld Strategic Advisors LLC added91,512$5M0.3%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added81,755$4M0.2%2026-Q2
AMERIPRISE FINANCIAL INC trimmed79,566$4M0.2%2026-Q2
Qube Research & Technologies Ltd trimmed77,858$4M0.2%2026-Q2
Empowered Funds, LLC added77,153$4M0.2%2026-Q2
PL Capital Advisors, LLC trimmed73,030$4M0.2%2026-Q2
D. E. Shaw & Co., Inc. added70,736$3M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P.64,405$3M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added59,711$3M0.2%2026-Q2
DEUTSCHE BANK AG\ added55,960$3M0.2%2026-Q2
PRUDENTIAL FINANCIAL INC added54,416$3M0.2%2026-Q2
LPL Financial LLC added51,849$3M0.2%2026-Q2
CITIGROUP INC added47,221$2M0.1%2026-Q2
Baird Financial Group, Inc. added45,569$2M0.1%2026-Q2
MGO ONE SEVEN LLC trimmed43,330$2M0.1%2026-Q2
Quantinno Capital Management LP added42,622$2M0.1%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added41,956$2M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd40,576$2M0.1%2026-Q2
INTECH INVESTMENT MANAGEMENT LLC trimmed39,887$2M0.1%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC trimmed39,824$2M0.1%2026-Q2
TOMPKINS FINANCIAL CORP trimmed37,540$2M0.1%2026-Q2
Linden Thomas Advisory Services, LLC new36,052$2M0.1%2026-Q2
Horizon Advisory Services, Inc.34,781$2M0.1%2026-Q2
FRANKLIN RESOURCES INC added34,145$2M0.1%2026-Q2
Members Advisory Group LLC33,522$2M0.1%2026-Q2
PNC Financial Services Group, Inc. trimmed32,218$2M0.1%2026-Q2
Cerity Partners LLC added30,902$2M0.1%2026-Q2
MetLife Investment Management, LLC added30,183$1M0.1%2026-Q2
ROYAL BANK OF CANADA added29,543$1M0.1%2026-Q2
Cetera Investment Advisers trimmed29,533$1M0.1%2026-Q2
Financial Engines Advisors L.L.C. trimmed29,432$1M0.1%2026-Q2
OCCUDO QUANTITATIVE STRATEGIES LP trimmed27,845$1M0.1%2026-Q2
MISSION WEALTH MANAGEMENT, LP new27,096$1M0.1%2026-Q2
Illinois Municipal Retirement Fund trimmed27,041$1M0.1%2026-Q2
Arax Advisory Partners added26,959$1M0.1%2026-Q2
Russell Investments Group, Ltd. added26,957$1M0.1%2026-Q2
Horizon Investments, LLC added26,867$1M0.1%2026-Q2
XTX Topco Ltd added26,779$1M0.1%2026-Q2
Vanguard Global Advisers, LLC added26,771$1M0.1%2026-Q2
IFP Advisors, Inc added25,034$1M0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed23,875$1M0.1%2026-Q2
GUGGENHEIM CAPITAL LLC trimmed23,597$1M0.1%2026-Q2
Jupiter Topco LLC new23,310$1M0.1%2026-Q2
Louisiana State Employees Retirement System23,200$988K0.1%2026-Q2
Rafferty Asset Management, LLC trimmed21,913$1M0.1%2026-Q2
Creative Planning trimmed21,257$1M0.1%2026-Q2
Rosenthal | Henry Capital Advisors, Inc. new21,175$1M0.1%2026-Q2
Geneos Wealth Management Inc.19,308$953K0.1%2026-Q2
Community Bank, N.A.18,509$914K0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added18,287$903K0.1%2026-Q2
Note Advisors, LLC added18,048$891K0.1%2026-Q2
Beacon Pointe Advisors, LLC trimmed17,544$866K0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added17,259$852K0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS added16,177$799K0.0%2026-Q2
STIFEL FINANCIAL CORP trimmed16,161$798K0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership