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Institutional Ownership · SEC Form 13F

Who owns NBT Bancorp Inc. (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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

299
Institutional holders
31M
Shares held (tracked funds)

How the tape is positioned

53 tracked funds added or opened NBTB while 33 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, VANGUARD GROUP 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 gap the other way — the median holder sizes NBTB more heavily than its largest holder by dollar value does.

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 2025-Q4 and 2026-Q1, across 299 tracked filers holding NBTB, 151 increased or opened the position and 108 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 2025-Q4 and 2026-Q1 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 15

  • VANGUARD PORTFOLIO MANAGEMENT LLC$148M
  • VANGUARD CAPITAL MANAGEMENT LLC$96M
  • VANGUARD FIDUCIARY TRUST CO$14M
  • Edgestream Partners, L.P.$4M
  • NORGES BANK$4M
  • Baird Financial Group, Inc.$2M

Full exits 7

  • VANGUARD GROUP INC$234M
  • DEPRINCE RACE & ZOLLO INC$21M
  • DARK FOREST CAPITAL MANAGEMENT LP$2M
  • MARSHALL WACE, LLP$1M
  • Weiss Asset Management LP$974K
  • Elo Mutual Pension Insurance Co$916K

Largest adds

  • CITADEL ADVISORS LLC$6M
  • MANUFACTURERS LIFE INSURANCE COMPANY, THE$6M
  • STATE STREET CORP$5M
  • AQR CAPITAL MANAGEMENT LLC$5M
  • TWO SIGMA INVESTMENTS, LP$4M
  • Nuveen, LLC$4M

Largest trims

  • BlackRock, Inc.$74M
  • Russell Investments Group, Ltd.$4M
  • TUDOR INVESTMENT CORP ET AL$4M
  • MORGAN STANLEY$3M
  • BARCLAYS PLC$3M
  • Ceredex Value Advisors LLC$3M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed5,474,933$233M15.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,475,187$148M9.6%2026-Q1
STATE STREET CORP added2,486,293$106M6.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added2,330,975$99M6.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,253,115$96M6.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,329,788$57M3.7%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed692,782$29M1.9%2026-Q1
NORTHERN TRUST CORP added683,481$29M1.9%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added669,852$29M1.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added615,587$26M1.7%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added560,259$24M1.6%2026-Q1
Bank of New York Mellon Corp trimmed452,917$19M1.3%2026-Q1
MORGAN STANLEY trimmed443,598$19M1.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed437,760$18M1.2%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. trimmed403,497$17M1.1%2026-Q1
Nuveen, LLC added372,060$16M1.0%2026-Q1
VANGUARD FIDUCIARY TRUST CO new337,226$14M0.9%2026-Q1
Qube Research & Technologies Ltd added295,187$13M0.8%2026-Q1
Ceredex Value Advisors LLC trimmed268,250$11M0.7%2026-Q1
GOLDMAN SACHS GROUP INC added260,916$11M0.7%2026-Q1
NBT BANK N A /NY added260,470$11M0.7%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added254,342$11M0.7%2026-Q1
CITADEL ADVISORS LLC added247,948$11M0.7%2026-Q1
PL Capital Advisors, LLC208,030$9M0.6%2026-Q1
JPMORGAN CHASE & CO trimmed204,639$9M0.6%2026-Q1
Public Sector Pension Investment Board added187,142$8M0.5%2026-Q1
UBS Group AG added186,219$8M0.5%2026-Q1
AMERICAN CENTURY COMPANIES INC added182,416$8M0.5%2026-Q1
AQR CAPITAL MANAGEMENT LLC added170,563$7M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ added161,740$7M0.4%2026-Q1
Invesco Ltd. added161,012$7M0.4%2026-Q1
ProShare Advisors LLC added156,906$7M0.4%2026-Q1
TWO SIGMA INVESTMENTS, LP added155,796$7M0.4%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed155,628$7M0.4%2026-Q1
RHUMBLINE ADVISERS added146,863$6M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed136,910$6M0.4%2026-Q1
FMR LLC added130,492$6M0.4%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed125,025$5M0.3%2026-Q1
Legal & General Group Plc trimmed124,045$5M0.3%2026-Q1
SG Americas Securities, LLC added115,900$5M0.3%2026-Q1
FIRST TRUST ADVISORS LP added112,671$5M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed103,507$4M0.3%2026-Q1
Swiss National Bank103,300$4M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added88,164$4M0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed86,714$4M0.2%2026-Q1
Edgestream Partners, L.P. added84,304$4M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed83,504$4M0.2%2026-Q1
NORGES BANK trimmed81,616$4M0.2%2026-Q1
Savant Capital, LLC added73,714$3M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added70,511$3M0.2%2026-Q1
Thrivent Financial for Lutherans added70,422$3M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P.64,405$3M0.2%2026-Q1
ENDEAVOUR CAPITAL ADVISORS INC trimmed62,711$3M0.2%2026-Q1
ExodusPoint Capital Management, LP added61,064$3M0.2%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added57,719$2M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC added53,876$2M0.1%2026-Q1
LPL Financial LLC trimmed50,039$2M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed49,875$2M0.1%2026-Q1
DEUTSCHE BANK AG\ added48,780$2M0.1%2026-Q1
MGO ONE SEVEN LLC trimmed48,519$2M0.1%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC added48,497$2M0.1%2026-Q1
CANADA LIFE ASSURANCE Co trimmed44,862$2M0.1%2026-Q1
Baird Financial Group, Inc. added42,931$2M0.1%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed42,195$2M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new40,576$2M0.1%2026-Q1
TOMPKINS FINANCIAL CORP trimmed38,228$2M0.1%2026-Q1
Empowered Funds, LLC new36,284$2M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed36,217$2M0.1%2026-Q1
Squarepoint Ops LLC trimmed35,524$2M0.1%2026-Q1
Horizon Advisory Services, Inc.34,781$1M0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed34,282$1M0.1%2026-Q1
Schonfeld Strategic Advisors LLC added34,047$1M0.1%2026-Q1
JANE STREET GROUP, LLC added33,839$1M0.1%2026-Q1
Members Advisory Group LLC33,522$1M0.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed33,473$1M0.1%2026-Q1
FRANKLIN RESOURCES INC trimmed33,372$1M0.1%2026-Q1
OCCUDO QUANTITATIVE STRATEGIES LP added32,250$1M0.1%2026-Q1
CITIGROUP INC trimmed31,910$1M0.1%2026-Q1
Numerai GP LLC trimmed31,505$1M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added30,527$1M0.1%2026-Q1
Cetera Investment Advisers added30,329$1M0.1%2026-Q1
Financial Engines Advisors L.L.C. new29,433$1M0.1%2026-Q1
GUGGENHEIM CAPITAL LLC trimmed29,304$1M0.1%2026-Q1
ROYAL BANK OF CANADA trimmed28,884$1M0.1%2026-Q1
MetLife Investment Management, LLC added28,891$1M0.1%2026-Q1
GREAT LAKES ADVISORS, LLC trimmed28,736$1M0.1%2026-Q1
Cerity Partners LLC added28,706$1M0.1%2026-Q1
State of Alaska, Department of Revenue trimmed28,098$1M0.1%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed28,027$1M0.1%2026-Q1
Illinois Municipal Retirement Fund added27,745$1M0.1%2026-Q1
HRT FINANCIAL LP trimmed27,183$1M0.1%2026-Q1
Vanguard Global Advisers, LLC new26,731$1M0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed26,688$1M0.1%2026-Q1
VANGUARD GROUP INC trimmed5,641,614$234M15.2%2025-Q4 stale
DEPRINCE RACE & ZOLLO INC trimmed496,089$21M1.3%2025-Q4 stale
New Age Alpha Advisors, LLC trimmed59,807$2M0.2%2025-Q3 stale
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC new53,669$2M0.1%2025-Q2 stale
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed46,724$2M0.1%2025-Q2 stale
DARK FOREST CAPITAL MANAGEMENT LP added42,416$2M0.1%2025-Q4 stale
Lisanti Capital Growth, LLC trimmed32,350$1M0.1%2025-Q1 stale

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