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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 5,474,933 | $233M | 15.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,475,187 | $148M | 9.6% | 2026-Q1 |
| STATE STREET CORP added | 2,486,293 | $106M | 6.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,330,975 | $99M | 6.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,253,115 | $96M | 6.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,329,788 | $57M | 3.7% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 692,782 | $29M | 1.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 683,481 | $29M | 1.9% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 669,852 | $29M | 1.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 615,587 | $26M | 1.7% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 560,259 | $24M | 1.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 452,917 | $19M | 1.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 443,598 | $19M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 437,760 | $18M | 1.2% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 403,497 | $17M | 1.1% | 2026-Q1 |
| Nuveen, LLC added | 372,060 | $16M | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 337,226 | $14M | 0.9% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 295,187 | $13M | 0.8% | 2026-Q1 |
| Ceredex Value Advisors LLC trimmed | 268,250 | $11M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 260,916 | $11M | 0.7% | 2026-Q1 |
| NBT BANK N A /NY added | 260,470 | $11M | 0.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 254,342 | $11M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 247,948 | $11M | 0.7% | 2026-Q1 |
| PL Capital Advisors, LLC | 208,030 | $9M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 204,639 | $9M | 0.6% | 2026-Q1 |
| Public Sector Pension Investment Board added | 187,142 | $8M | 0.5% | 2026-Q1 |
| UBS Group AG added | 186,219 | $8M | 0.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 182,416 | $8M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 170,563 | $7M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 161,740 | $7M | 0.4% | 2026-Q1 |
| Invesco Ltd. added | 161,012 | $7M | 0.4% | 2026-Q1 |
| ProShare Advisors LLC added | 156,906 | $7M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 155,796 | $7M | 0.4% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 155,628 | $7M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 146,863 | $6M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 136,910 | $6M | 0.4% | 2026-Q1 |
| FMR LLC added | 130,492 | $6M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 125,025 | $5M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 124,045 | $5M | 0.3% | 2026-Q1 |
| SG Americas Securities, LLC added | 115,900 | $5M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 112,671 | $5M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 103,507 | $4M | 0.3% | 2026-Q1 |
| Swiss National Bank | 103,300 | $4M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 88,164 | $4M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 86,714 | $4M | 0.2% | 2026-Q1 |
| Edgestream Partners, L.P. added | 84,304 | $4M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 83,504 | $4M | 0.2% | 2026-Q1 |
| NORGES BANK trimmed | 81,616 | $4M | 0.2% | 2026-Q1 |
| Savant Capital, LLC added | 73,714 | $3M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 70,511 | $3M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 70,422 | $3M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 64,405 | $3M | 0.2% | 2026-Q1 |
| ENDEAVOUR CAPITAL ADVISORS INC trimmed | 62,711 | $3M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 61,064 | $3M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 57,719 | $2M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 53,876 | $2M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 50,039 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 49,875 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 48,780 | $2M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 48,519 | $2M | 0.1% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 48,497 | $2M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 44,862 | $2M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 42,931 | $2M | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 42,195 | $2M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 40,576 | $2M | 0.1% | 2026-Q1 |
| TOMPKINS FINANCIAL CORP trimmed | 38,228 | $2M | 0.1% | 2026-Q1 |
| Empowered Funds, LLC new | 36,284 | $2M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 36,217 | $2M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 35,524 | $2M | 0.1% | 2026-Q1 |
| Horizon Advisory Services, Inc. | 34,781 | $1M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 34,282 | $1M | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 34,047 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 33,839 | $1M | 0.1% | 2026-Q1 |
| Members Advisory Group LLC | 33,522 | $1M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 33,473 | $1M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 33,372 | $1M | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 32,250 | $1M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 31,910 | $1M | 0.1% | 2026-Q1 |
| Numerai GP LLC trimmed | 31,505 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 30,527 | $1M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 30,329 | $1M | 0.1% | 2026-Q1 |
| Financial Engines Advisors L.L.C. new | 29,433 | $1M | 0.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 29,304 | $1M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 28,884 | $1M | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC added | 28,891 | $1M | 0.1% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC trimmed | 28,736 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 28,706 | $1M | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue trimmed | 28,098 | $1M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 28,027 | $1M | 0.1% | 2026-Q1 |
| Illinois Municipal Retirement Fund added | 27,745 | $1M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 27,183 | $1M | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 26,731 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 26,688 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,641,614 | $234M | 15.2% | 2025-Q4 stale |
| DEPRINCE RACE & ZOLLO INC trimmed | 496,089 | $21M | 1.3% | 2025-Q4 stale |
| New Age Alpha Advisors, LLC trimmed | 59,807 | $2M | 0.2% | 2025-Q3 stale |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC new | 53,669 | $2M | 0.1% | 2025-Q2 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 46,724 | $2M | 0.1% | 2025-Q2 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 42,416 | $2M | 0.1% | 2025-Q4 stale |
| Lisanti Capital Growth, LLC trimmed | 32,350 | $1M | 0.1% | 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.
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.