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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 7,477,880 | $369M | 21.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 3,449,538 | $170M | 10.1% | 2026-Q2 |
| STATE STREET CORP added | 2,731,491 | $135M | 8.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,406,173 | $119M | 7.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,254,925 | $111M | 6.6% | 2026-Q2 |
| FMR LLC added | 1,737,937 | $86M | 5.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,393,256 | $69M | 4.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 719,022 | $35M | 2.1% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 647,745 | $32M | 1.9% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 629,351 | $31M | 1.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 611,644 | $30M | 1.8% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 578,914 | $29M | 1.7% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 559,697 | $28M | 1.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 519,883 | $26M | 1.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 459,484 | $23M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 441,781 | $22M | 1.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 410,346 | $20M | 1.2% | 2026-Q2 |
| Nuveen, LLC added | 385,862 | $19M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 343,908 | $17M | 1.0% | 2026-Q2 |
| Ceredex Value Advisors LLC added | 276,950 | $14M | 0.8% | 2026-Q2 |
| NBT BANK, N.A. added | 261,448 | $13M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 251,361 | $12M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 240,822 | $12M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 219,085 | $11M | 0.6% | 2026-Q2 |
| UBS Group AG added | 215,142 | $11M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 202,250 | $10M | 0.6% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 189,433 | $9M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 178,835 | $9M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 178,703 | $9M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 163,440 | $8M | 0.5% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 155,230 | $8M | 0.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 151,572 | $7M | 0.4% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 147,235 | $7M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 135,314 | $7M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 131,567 | $6M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 128,180 | $6M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 127,306 | $6M | 0.4% | 2026-Q2 |
| Savant Capital, LLC added | 126,428 | $6M | 0.3% | 2026-Q2 |
| Edgestream Partners, L.P. added | 125,023 | $6M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 124,971 | $6M | 0.4% | 2026-Q2 |
| Legal & General Group Plc trimmed | 122,283 | $6M | 0.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 122,143 | $6M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 119,929 | $6M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 101,800 | $5M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 96,029 | $5M | 0.3% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 91,512 | $5M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 81,755 | $4M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 79,566 | $4M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 77,858 | $4M | 0.2% | 2026-Q2 |
| Empowered Funds, LLC added | 77,153 | $4M | 0.2% | 2026-Q2 |
| PL Capital Advisors, LLC trimmed | 73,030 | $4M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 70,736 | $3M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 64,405 | $3M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 59,711 | $3M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 55,960 | $3M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 54,416 | $3M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 51,849 | $3M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 47,221 | $2M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 45,569 | $2M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 43,330 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 42,622 | $2M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 41,956 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 40,576 | $2M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 39,887 | $2M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 39,824 | $2M | 0.1% | 2026-Q2 |
| TOMPKINS FINANCIAL CORP trimmed | 37,540 | $2M | 0.1% | 2026-Q2 |
| Linden Thomas Advisory Services, LLC new | 36,052 | $2M | 0.1% | 2026-Q2 |
| Horizon Advisory Services, Inc. | 34,781 | $2M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 34,145 | $2M | 0.1% | 2026-Q2 |
| Members Advisory Group LLC | 33,522 | $2M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 32,218 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 30,902 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 30,183 | $1M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 29,543 | $1M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 29,533 | $1M | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 29,432 | $1M | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP trimmed | 27,845 | $1M | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 27,096 | $1M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 27,041 | $1M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 26,959 | $1M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 26,957 | $1M | 0.1% | 2026-Q2 |
| Horizon Investments, LLC added | 26,867 | $1M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 26,779 | $1M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 26,771 | $1M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 25,034 | $1M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 23,875 | $1M | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 23,597 | $1M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 23,310 | $1M | 0.1% | 2026-Q2 |
| Louisiana State Employees Retirement System | 23,200 | $988K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 21,913 | $1M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 21,257 | $1M | 0.1% | 2026-Q2 |
| Rosenthal | Henry Capital Advisors, Inc. new | 21,175 | $1M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. | 19,308 | $953K | 0.1% | 2026-Q2 |
| Community Bank, N.A. | 18,509 | $914K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 18,287 | $903K | 0.1% | 2026-Q2 |
| Note Advisors, LLC added | 18,048 | $891K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 17,544 | $866K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 17,259 | $852K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 16,177 | $799K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 16,161 | $798K | 0.0% | 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.
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.