NBT BANCORP INC (NBTB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
270
Reporting holders
$1.8B
Reported value
68.6%
Of shares outstanding
0.1%
Held as options
-6
Holder change
Institutions report 35,658,639 shares against 51,960,061 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $369.2M | 7,477,880 | 0.01% | 8q | +1.1%+$3.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $170.3M | 3,449,538 | 0.01% | 2q | -0.7%-$1.3M |
| STATE STREET CORP | $134.9M | 2,731,491 | 0.00% | 31q | +9.9%+$12.1M |
| DIMENSIONAL FUND ADVISORS LP | $118.8M | 2,406,173 | 0.02% | 31q | +3.2%+$3.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $111.3M | 2,254,925 | 0.00% | 2q | HELD |
| FMR LLC | $85.8M | 1,737,937 | 0.00% | 18q | +1231.8%+$79.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $68.8M | 1,393,256 | 0.00% | 31q | +4.8%+$3.1M |
| NORTHERN TRUST CORP | $35.5M | 719,022 | 0.00% | 31q | +5.2%+$1.8M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $32.0M | 647,745 | 0.21% | 7q | -6.5%-$2.2M |
| VICTORY CAPITAL MANAGEMENT INC | $31.1M | 629,351 | 0.02% | 31q | -6.0%-$2.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30.2M | 611,644 | 0.00% | 31q | -0.6%-$194.7K |
| Sixth Street Partners Management Company, L.P. | $30.2M | 611,644 | 0.00% | new | NEW |
| FULLER & THALER ASSET MANAGEMENT, INC. | $28.6M | 578,914 | 0.08% | 13q | +43.5%+$8.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $27.6M | 559,697 | 0.02% | 31q | HELD |
| AMERICAN CENTURY COMPANIES INC | $25.7M | 519,883 | 0.01% | 21q | +185.0%+$16.7M |
| Bank of New York Mellon Corp | $22.7M | 459,484 | 0.00% | 31q | +1.4%+$324.2K |
| RAYMOND JAMES FINANCIAL INC | $21.8M | 441,781 | 0.01% | 7q | +0.9%+$198.5K |
| MORGAN STANLEY | $20.3M | 410,346 | 0.00% | 35q | -7.5%-$1.6M |
| Nuveen, LLC | $19.0M | 385,862 | 0.00% | 6q | +3.7%+$681.4K |
| Public Sector Pension Investment Board | $17.6M | 357,406 | 0.02% | 31q | +91.0%+$8.4M |
| VANGUARD FIDUCIARY TRUST CO | $17.0M | 343,908 | 0.00% | 2q | +2.0%+$329.9K |
| Ceredex Value Advisors LLC | $13.7M | 276,950 | 0.38% | 10q | +3.2%+$429.5K |
| NBT BANK, N.A. | $12.9M | 261,448 | 0.85% | 31q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $12.4M | 251,361 | 0.01% | 31q | -1.2%-$147.2K |
| TWO SIGMA INVESTMENTS, LP | $11.9M | 240,822 | 0.01% | 6q | +54.6%+$4.2M |
| CITADEL ADVISORS LLC | $10.8M | 219,085 | 0.00% | 31q | -11.6%-$1.4M |
| UBS Group AG | $10.6M | 215,142 | 0.00% | 31q | +15.5%+$1.4M |
| JPMORGAN CHASE & CO | $10.1M | 202,250 | 0.00% | 31q | -1.2%-$118.8K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $9.4M | 189,433 | 0.16% | 5q | +2502.1%+$9.0M |
| AQR CAPITAL MANAGEMENT LLC | $8.8M | 178,835 | 0.00% | 9q | +3.6%+$307.3K |
| GOLDMAN SACHS GROUP INC | $8.1M | 163,440 | 0.00% | 31q | -37.4%-$4.8M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $7.6M | 155,230 | 0.01% | 11q | HELD |
| Invesco Ltd. | $7.5M | 151,572 | 0.00% | 31q | -5.9%-$466.1K |
| ProShare Advisors LLC | $7.3M | 147,235 | 0.01% | 23q | -6.2%-$477.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 135,314 | 0.01% | 31q | -1.2%-$78.8K |
| RHUMBLINE ADVISERS | $6.5M | 131,567 | 0.00% | 31q | -10.4%-$755.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.3M | 128,180 | 0.00% | 14q | +2.5%+$155.8K |
| FIRST TRUST ADVISORS LP | $6.3M | 127,306 | 0.00% | 31q | +13.0%+$722.5K |
| Edgestream Partners, L.P. | $6.2M | 125,023 | 0.18% | 2q | +48.3%+$2.0M |
| BANK OF AMERICA CORP /DE/ | $6.2M | 124,971 | 0.00% | 31q | -22.7%-$1.8M |
| Legal & General Group Plc | $6.0M | 122,283 | 0.00% | 31q | -1.4%-$87.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6.0M | 122,143 | 0.00% | 5q | +111.6%+$3.2M |
| WELLS FARGO & COMPANY/MN | $5.9M | 119,929 | 0.00% | 31q | -30.8%-$2.6M |
| Savant Capital, LLC | $5.7M | 126,428 | 0.02% | 13q | +71.5%+$2.4M |
| Swiss National Bank | $5.0M | 101,800 | 0.00% | 31q | -1.5%-$74.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 96,029 | 0.01% | 12q | -7.2%-$376.0K |
| Schonfeld Strategic Advisors LLC | $4.5M | 91,512 | 0.02% | 4q | +168.8%+$2.8M |
| AMERIPRISE FINANCIAL INC | $3.9M | 79,566 | 0.00% | 31q | -52.4%-$4.3M |
| Qube Research & Technologies Ltd | $3.8M | 77,858 | 0.00% | 6q | -73.6%-$10.7M |
| Empowered Funds, LLC | $3.8M | 77,153 | 0.02% | 2q | +112.6%+$2.0M |
| PL Capital Advisors, LLC | $3.6M | 73,030 | 1.00% | 5q | -64.9%-$6.7M |
| D. E. Shaw & Co., Inc. | $3.5M | 70,736 | 0.00% | 3q | +352.9%+$2.7M |
| DEUTSCHE BANK AG\ | $2.8M | 55,960 | 0.00% | 34q | +14.7%+$354.5K |
| ALLIANCEBERNSTEIN L.P. | $2.7M | 64,405 | 0.00% | 31q | HELD |
| PRUDENTIAL FINANCIAL INC | $2.7M | 54,416 | 0.00% | 31q | +1.0%+$26.7K |
| LPL Financial LLC | $2.6M | 51,849 | 0.00% | 23q | +3.6%+$89.4K |
| CITIGROUP INC | $2.3M | 47,221 | 0.00% | 31q | +48.0%+$755.9K |
| Baird Financial Group, Inc. | $2.2M | 45,569 | 0.00% | 2q | +6.1%+$130.2K |
| MGO ONE SEVEN LLC | $2.1M | 43,330 | 0.04% | 4q | -10.7%-$256.2K |
| Louisiana State Employees Retirement System | $2.1M | 46,000 | 0.02% | 31q | +98.3%+$1.0M |
| Quantinno Capital Management LP | $2.1M | 42,622 | 0.00% | 3q | +307.0%+$1.6M |
| Connor, Clark & Lunn Investment Management Ltd. | $2.1M | 41,956 | 0.00% | 8q | +67.2%+$832.7K |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.0M | 40,576 | 0.00% | 2q | HELD |
| INTECH INVESTMENT MANAGEMENT LLC | $2.0M | 39,887 | 0.02% | 8q | -17.8%-$425.1K |
| VOYA INVESTMENT MANAGEMENT LLC | $2.0M | 39,824 | 0.00% | 31q | -5.6%-$117.1K |
| TOMPKINS FINANCIAL CORP | $1.9M | 37,540 | 0.13% | 30q | -1.8%-$34.0K |
| Linden Thomas Advisory Services, LLC | $1.8M | 36,052 | 0.14% | new | NEW |
| Horizon Advisory Services, Inc. | $1.7M | 34,781 | 0.72% | 10q | HELD |
| FRANKLIN RESOURCES INC | $1.7M | 34,145 | 0.00% | 13q | +2.3%+$38.2K |
| Members Advisory Group LLC | $1.7M | 33,522 | 0.46% | 5q | HELD |
| PNC Financial Services Group, Inc. | $1.6M | 32,218 | 0.00% | 31q | -6.0%-$101.9K |
| Cerity Partners LLC | $1.5M | 30,902 | 0.00% | 6q | +7.6%+$108.4K |
| MetLife Investment Management, LLC | $1.5M | 30,183 | 0.01% | 32q | +4.5%+$63.8K |
| Cetera Investment Advisers | $1.5M | 29,533 | 0.00% | 6q | -2.6%-$39.3K |
| ROYAL BANK OF CANADA | $1.5M | 29,543 | 0.00% | 31q | +2.3%+$32.5K |
| Financial Engines Advisors L.L.C. | $1.5M | 29,432 | 0.00% | 2q | HELD |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1.4M | 27,845 | 0.07% | 4q | -13.7%-$217.5K |
| MISSION WEALTH MANAGEMENT, LP | $1.3M | 27,096 | 0.02% | new | NEW |
| Illinois Municipal Retirement Fund | $1.3M | 27,041 | 0.02% | 12q | -2.5%-$34.8K |
| Arax Advisory Partners | $1.3M | 26,959 | 0.01% | 4q | +22365.8%+$1.3M |
| Russell Investments Group, Ltd. | $1.3M | 26,957 | 0.00% | 15q | +334.8%+$1.0M |
| Horizon Investments, LLC | $1.3M | 26,867 | 0.01% | 3q | +21.8%+$237.0K |
| XTX Topco Ltd | $1.3M | 26,779 | 0.02% | 2q | +179.3%+$848.7K |
| Vanguard Global Advisers, LLC | $1.3M | 26,771 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $1.2M | 25,034 | 0.02% | 7q | +0.9%+$10.7K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.2M | 23,875 | 0.00% | 9q | -0.6%-$7.6K |
| GUGGENHEIM CAPITAL LLC | $1.2M | 23,597 | 0.01% | 30q | -19.5%-$281.8K |
| Jupiter Topco LLC | $1.2M | 23,310 | 0.00% | new | FIRST |
| Rafferty Asset Management, LLC | $1.1M | 21,913 | 0.00% | 22q | -9.9%-$119.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 6,331 | 0.00% | 19q | -79.3%-$4.0M |
| Creative Planning | $1.0M | 21,257 | 0.00% | 3q | -11.0%-$130.3K |
| Rosenthal | Henry Capital Advisors, Inc. | $1.0M | 21,175 | 0.91% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.0M | 20,542 | 0.00% | 30q | +182.6%+$655.3K |
| Geneos Wealth Management Inc. | $953.2K | 19,308 | 0.02% | 5q | HELD |
| Community Bank, N.A. | $913.6K | 18,509 | 0.10% | 31q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $902.8K | 18,287 | 0.00% | 31q | +15.1%+$118.5K |
| Note Advisors, LLC | $891.0K | 18,048 | 0.39% | 5q | +0.9%+$8.3K |
| Beacon Pointe Advisors, LLC | $866.1K | 17,544 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $852.1K | 17,259 | 0.00% | 31q | +22.5%+$156.4K |
| CAPTRUST FINANCIAL ADVISORS | $798.7K | 16,177 | 0.00% | 3q | +170.6%+$503.5K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 270 | $1.8B | 35,658,639 | 30 | 90 | 74 | 0.1% |
| Q1 2026 | 276 | $1.4B | 32,830,875 | 40 | 88 | 64 | 0.1% |
| Q4 2025 | 256 | $1.4B | 33,072,131 | 35 | 67 | 78 | 0.1% |
| Q3 2025 | 237 | $1.4B | 32,895,585 | 29 | 52 | 88 | 0.1% |
| Q2 2025 | 229 | $1.4B | 33,340,535 | 43 | 90 | 53 | 0.1% |
| Q1 2025 | 206 | $1.3B | 30,445,684 | 24 | 59 | 64 | 0.2% |
| Q4 2024 | 200 | $1.5B | 30,855,562 | 19 | 59 | 51 | 0.2% |
| Q3 2024 | 198 | $1.3B | 29,133,337 | 39 | 49 | 52 | 0.8% |
| Q2 2024 | 169 | $1.1B | 28,306,529 | 18 | 45 | 49 | 0.3% |
| Q1 2024 | 171 | $1.0B | 28,514,522 | 22 | 43 | 52 | 0.3% |
| Q4 2023 | 164 | $1.2B | 27,409,147 | 16 | 49 | 52 | 0.2% |
| Q3 2023 | 154 | $825.1M | 26,024,147 | 17 | 59 | 41 | 0.0% |
| Q2 2023 | 157 | $789.4M | 24,750,631 | 13 | 41 | 56 | 0.1% |
| Q1 2023 | 151 | $805.4M | 23,841,620 | 16 | 53 | 45 | 0.2% |
| Q4 2022 | 146 | $878.7M | 20,206,961 | 21 | 45 | 39 | 0.2% |
| Q3 2022 | 184 | $925.3M | 24,323,286 | 16 | 45 | 60 | 0.2% |
| Q2 2022 | 186 | $923.5M | 24,512,599 | 14 | 50 | 63 | 0.1% |
| Q1 2022 | 193 | $874.0M | 24,089,151 | 23 | 57 | 54 | 0.3% |
| Q4 2021 | 184 | $927.9M | 24,064,654 | 16 | 50 | 57 | 0.1% |
| Q3 2021 | 180 | $862.4M | 23,849,293 | 22 | 45 | 50 | 0.2% |
| Q2 2021 | 165 | $863.4M | 23,987,058 | 17 | 48 | 50 | 0.1% |
| Q1 2021 | 162 | $967.4M | 24,219,938 | 13 | 48 | 52 | 0.1% |
| Q4 2020 | 166 | $781.0M | 24,246,916 | 30 | 39 | 49 | 0.1% |
| Q3 2020 | 149 | $642.4M | 23,923,479 | 10 | 42 | 46 | 0.1% |
| Q2 2020 | 163 | $751.7M | 24,411,115 | 28 | 40 | 51 | 0.1% |
| Q1 2020 | 148 | $808.7M | 24,954,986 | 10 | 44 | 47 | 0.1% |
| Q4 2019 | 156 | $1.0B | 25,501,691 | 10 | 41 | 48 | 0.1% |
| Q3 2019 | 157 | $895.1M | 24,454,395 | 15 | 49 | 32 | 0.0% |
| Q2 2019 | 152 | $1.0B | 26,958,961 | 9 | 51 | 34 | 0.0% |
| Q1 2019 | 157 | $866.3M | 24,097,278 | 10 | 49 | 42 | 0.0% |
| Q4 2018 | 157 | $839.4M | 24,267,326 | 4 | 0 | 3 | 0.0% |