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Institutional Ownership · SEC Form 13F

Who owns NTB


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

237
Institutional holders
27M
Shares held (tracked funds)
67.1%
Of shares outstanding

How the tape is positioned

68 tracked funds added or opened NTB 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

NTB’s largest tracked holder by dollar value, FMR LLC, 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 NTB 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 237 tracked filers holding NTB, 117 increased or opened the position and 110 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

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 NTB 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 6

  • WELLINGTON MANAGEMENT GROUP LLP$12M
  • Ethic Inc.$3M
  • LPL Financial LLC$1M
  • Quadrature Capital Ltd$1M
  • MIRABELLA FINANCIAL SERVICES LLP$637K
  • Aigen Investment Management, LP$517K

Full exits 11

  • LSV ASSET MANAGEMENT$69M
  • ACADIAN ASSET MANAGEMENT LLC$15M
  • LORD, ABBETT & CO. LLC$10M
  • SEGALL BRYANT & HAMILL, LLC$5M
  • NORGES BANK$4M
  • Trexquant Investment LP$2M

Largest adds

  • BlackRock, Inc.$21M
  • FMR LLC$19M
  • Invesco Ltd.$17M
  • AMERICAN CENTURY COMPANIES INC$16M
  • Bragg Financial Advisors, Inc$14M
  • Rovida Investment Management Ltd$13M

Largest trims

  • Assenagon Asset Management S.A.$7M
  • GOLDMAN SACHS GROUP INC$6M
  • Qube Research & Technologies Ltd$5M
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$5M
  • BRIDGEWAY CAPITAL MANAGEMENT, LLC$5M
  • UBS Group AG$5M

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
FMR LLC added2,562,626$152M9.8%2026-Q2
BlackRock, Inc. added2,386,844$142M9.1%2026-Q2
Rovida Investment Management Ltd1,793,437$107M6.8%2026-Q2
AMERICAN CENTURY COMPANIES INC added1,725,376$103M6.6%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,597,818$95M6.1%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed1,223,323$73M4.7%2026-Q2
DAVIS SELECTED ADVISERS trimmed1,012,140$60M3.9%2026-Q2
Nuveen, LLC trimmed881,934$52M3.4%2026-Q2
Invesco Ltd. added879,725$52M3.4%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed750,389$45M2.9%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed745,400$44M2.8%2026-Q2
STATE STREET CORP added700,852$42M2.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added550,947$33M2.1%2026-Q2
JPMORGAN CHASE & CO trimmed539,442$32M2.1%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed438,366$26M1.7%2026-Q2
ROYCE & ASSOCIATES LP added434,059$26M1.7%2026-Q2
FEDERATED HERMES, INC. added421,184$25M1.6%2026-Q2
AQR CAPITAL MANAGEMENT LLC added411,139$24M1.6%2026-Q2
Bragg Financial Advisors, Inc added370,899$22M1.4%2026-Q2
AMERIPRISE FINANCIAL INC added339,027$20M1.3%2026-Q2
NORTHERN TRUST CORP added316,039$19M1.2%2026-Q2
MORGAN STANLEY trimmed310,108$18M1.2%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed271,620$16M1.0%2026-Q2
Crawford Fund Management, LLC added237,604$14M0.9%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed214,035$13M0.8%2026-Q2
Strategic Global Advisors, LLC trimmed205,703$12M0.8%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP new199,118$12M0.8%2026-Q2
Man Group plc added198,559$12M0.8%2026-Q2
GOLDMAN SACHS GROUP INC trimmed197,445$12M0.8%2026-Q2
Qube Research & Technologies Ltd trimmed165,544$10M0.6%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed154,917$9M0.6%2026-Q2
Harbor Advisors LLC144,908$9M0.6%2026-Q2
DENALI ADVISORS LLC trimmed139,869$8M0.5%2026-Q2
GLOBEFLEX CAPITAL L P added138,249$8M0.5%2026-Q2
UBS Group AG trimmed137,813$8M0.5%2026-Q2
PANAGORA ASSET MANAGEMENT INC added123,335$7M0.5%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed121,404$7M0.5%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed118,490$7M0.5%2026-Q2
Russell Investments Group, Ltd. added117,065$7M0.4%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added115,500$7M0.4%2026-Q2
Bank of New York Mellon Corp trimmed110,504$6M0.4%2026-Q2
Empowered Funds, LLC trimmed109,672$7M0.4%2026-Q2
SEI INVESTMENTS CO added103,707$6M0.4%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed98,074$6M0.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added97,178$6M0.4%2026-Q2
LAZARD ASSET MANAGEMENT LLC trimmed97,090$6M0.4%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed88,521$5M0.3%2026-Q2
MARTINGALE ASSET MANAGEMENT L P trimmed86,722$5M0.3%2026-Q2
CITADEL ADVISORS LLC added85,925$5M0.3%2026-Q2
JCSD Capital, LLC77,800$5M0.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added73,287$4M0.3%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added72,892$4M0.3%2026-Q2
Creative Planning added69,466$4M0.3%2026-Q2
IEQ CAPITAL, LLC trimmed68,214$4M0.3%2026-Q2
HAHN CAPITAL MANAGEMENT LLC trimmed63,347$4M0.2%2026-Q2
RHUMBLINE ADVISERS trimmed58,697$3M0.2%2026-Q2
XTX Topco Ltd added58,432$3M0.2%2026-Q2
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added56,231$3M0.2%2026-Q2
Assenagon Asset Management S.A. trimmed55,361$3M0.2%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND trimmed54,510$3M0.2%2026-Q2
Point72 Asset Management, L.P. trimmed53,606$3M0.2%2026-Q2
Canoe Financial LP trimmed51,860$3M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added47,077$3M0.2%2026-Q2
RITHOLTZ WEALTH MANAGEMENT added46,729$3M0.2%2026-Q2
Ethic Inc. new44,878$3M0.2%2026-Q2
Polaris Capital Management, LLC trimmed43,700$3M0.2%2026-Q2
EPACRIA CAPITAL PARTNERS, LLC42,292$3M0.2%2026-Q2
DEUTSCHE BANK AG\ added41,956$2M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P.41,110$2M0.1%2026-Q2
Schonfeld Strategic Advisors LLC added40,718$2M0.2%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added39,603$2M0.2%2026-Q2
Ulysses Management LLC37,500$2M0.1%2026-Q2
Mariner, LLC added35,229$2M0.1%2026-Q2
Squarepoint Ops LLC trimmed34,988$2M0.1%2026-Q2
D. E. Shaw & Co., Inc. trimmed34,384$2M0.1%2026-Q2
Quantbot Technologies LP added33,403$2M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed33,270$2M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added33,241$2M0.1%2026-Q2
JENNISON ASSOCIATES LLC added30,258$2M0.1%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed29,751$2M0.1%2026-Q2
Redhawk Wealth Advisors, Inc. added29,294$2M0.1%2026-Q2
Y-Intercept (Hong Kong) Ltd trimmed28,063$2M0.1%2026-Q2
Towneley Capital Management, Inc / DE27,155$2M0.1%2026-Q2
Campbell & CO Investment Adviser LLC trimmed27,069$2M0.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC27,051$2M0.1%2026-Q2
Point Nemo Capital, LLC added26,908$2M0.1%2026-Q2
MARSHALL WACE, LLP added26,119$2M0.1%2026-Q2
CITIGROUP INC added25,231$1M0.1%2026-Q2
FRANKLIN RESOURCES INC trimmed24,575$1M0.1%2026-Q2
ROYAL BANK OF CANADA trimmed24,118$1M0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added23,561$1M0.1%2026-Q2
MetLife Investment Management, LLC added23,520$1M0.1%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added23,097$1M0.1%2026-Q2
Engineers Gate Manager LP trimmed22,923$1M0.1%2026-Q2
Quantinno Capital Management LP added22,532$1M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed22,340$1M0.1%2026-Q2
VANGUARD FIDUCIARY TRUST CO added22,045$1M0.1%2026-Q2
Cerity Partners LLC trimmed20,215$1M0.1%2026-Q2
RENAISSANCE GROUP LLC added19,444$1M0.1%2026-Q2
LPL Financial LLC new19,210$1M0.1%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