NICOLET BANKSHARES INC (NIC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
240
Reporting holders
$2.2B
Reported value
63.6%
Of shares outstanding
0.3%
Held as options
+11
Holder change
Institutions report 13,325,499 shares against 20,957,513 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. | $500.7M | 3,027,246 | 0.01% | 8q | +86.3%+$231.9M |
| STATE STREET CORP | $194.2M | 1,174,560 | 0.01% | 31q | +65.1%+$76.6M |
| DIMENSIONAL FUND ADVISORS LP | $136.3M | 823,902 | 0.02% | 31q | +0.6%+$765.4K |
| VANGUARD CAPITAL MANAGEMENT LLC | $135.3M | 818,051 | 0.00% | 2q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $83.5M | 504,741 | 0.00% | 31q | +10.5%+$7.9M |
| WESTWOOD HOLDINGS GROUP INC | $74.5M | 450,659 | 0.56% | 2q | -7.4%-$6.0M |
| GOLDMAN SACHS GROUP INC | $65.0M | 392,808 | 0.01% | 31q | +40.4%+$18.7M |
| AMERICAN CENTURY COMPANIES INC | $59.7M | 361,263 | 0.03% | 21q | +11.3%+$6.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $59.2M | 358,093 | 0.00% | 2q | +144.1%+$35.0M |
| Boston Partners | $51.5M | 311,319 | 0.05% | 6q | +1.9%+$972.4K |
| FJ Capital Management LLC | $45.9M | 277,243 | 5.95% | 4q | -9.5%-$4.8M |
| ALLIANCEBERNSTEIN L.P. | $45.7M | 307,207 | 0.02% | 19q | +20.4%+$7.7M |
| NORTHERN TRUST CORP | $39.8M | 240,562 | 0.00% | 31q | +18.2%+$6.1M |
| Invesco Ltd. | $35.7M | 215,666 | 0.00% | 31q | +5.7%+$1.9M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $32.8M | 198,353 | 0.21% | 2q | -6.2%-$2.2M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $30.9M | 186,808 | 0.02% | 18q | -8.5%-$2.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29.2M | 176,441 | 0.00% | 31q | +11.8%+$3.1M |
| Sixth Street Partners Management Company, L.P. | $29.2M | 176,441 | 0.00% | new | NEW |
| JENNISON ASSOCIATES LLC | $28.6M | 172,925 | 0.02% | 2q | -19.2%-$6.8M |
| MORGAN STANLEY | $26.4M | 159,708 | 0.00% | 35q | +100.1%+$13.2M |
| FIRST TRUST ADVISORS LP | $23.8M | 144,116 | 0.01% | 11q | -45.0%-$19.5M |
| Bank of New York Mellon Corp | $23.1M | 139,427 | 0.00% | 31q | +61.9%+$8.8M |
| Public Sector Pension Investment Board | $22.2M | 134,306 | 0.03% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $21.9M | 132,405 | 0.00% | 2q | +4.3%+$894.1K |
| PRINCIPAL FINANCIAL GROUP INC | $20.6M | 124,379 | 0.01% | 5q | +344.3%+$15.9M |
| Champlain Investment Partners, LLC | $17.2M | 103,783 | 0.44% | 2q | -17.3%-$3.6M |
| Merit Financial Group, LLC | $15.5M | 93,714 | 0.05% | 13q | +99.3%+$7.7M |
| OBERWEIS ASSET MANAGEMENT INC/ | $13.8M | 83,200 | 0.28% | 8q | +11.2%+$1.4M |
| Jupiter Topco LLC | $12.0M | 72,728 | 0.00% | new | FIRST |
| MALTESE CAPITAL MANAGEMENT LLC | $9.9M | 60,000 | 1.81% | 2q | +2.3%+$223.6K |
| Stieven Capital Advisors, L.P. | $9.3M | 55,967 | 1.77% | 2q | +6.0%+$523.0K |
| HEARTLAND ADVISORS INC | $9.2M | 55,758 | 0.41% | 2q | HELD |
| Nuveen, LLC | $8.7M | 52,521 | 0.00% | 6q | +13.6%+$1.0M |
| RHUMBLINE ADVISERS | $7.9M | 47,649 | 0.01% | 31q | +89.6%+$3.7M |
| JPMORGAN CHASE & CO | $7.8M | 46,927 | 0.00% | 31q | -40.8%-$5.4M |
| Legal & General Group Plc | $7.6M | 46,176 | 0.00% | 31q | +219.2%+$5.2M |
| Curi Capital, LLC | $7.1M | 42,832 | 0.11% | 4q | -41.2%-$5.0M |
| MENDON CAPITAL ADVISORS CORP | $6.6M | 40,000 | 2.34% | 4q | -46.7%-$5.8M |
| Swiss National Bank | $6.6M | 39,700 | 0.00% | 31q | -1.5%-$99.2K |
| Creative Planning | $6.6M | 39,691 | 0.00% | 20q | -4.1%-$280.3K |
| STATE OF WISCONSIN INVESTMENT BOARD | $6.4M | 38,761 | 0.01% | 14q | +4.0%+$248.6K |
| N.E.W. Advisory Services LLC | $6.4M | 38,566 | 0.43% | 26q | -1.3%-$84.2K |
| SEI INVESTMENTS CO | $6.3M | 37,878 | 0.01% | 4q | -14.8%-$1.1M |
| NORTH STAR ASSET MANAGEMENT INC | $6.2M | 37,675 | 0.25% | 31q | -1.6%-$98.4K |
| UBS Group AG | $6.0M | 36,486 | 0.00% | 31q | -46.0%-$5.1M |
| PRUDENTIAL FINANCIAL INC | $6.0M | 36,302 | 0.01% | 2q | -59.4%-$8.8M |
| FRANKLIN RESOURCES INC | $5.9M | 35,779 | 0.00% | 7q | -2.7%-$166.2K |
| ADVISORY RESEARCH INC | $5.9M | 35,434 | 0.58% | 20q | -2.0%-$120.6K |
| HSBC HOLDINGS PLC | $5.4M | 32,830 | 0.00% | new | NEW |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.1M | 30,565 | 0.16% | 2q | -8.0%-$440.8K |
| DARK FOREST CAPITAL MANAGEMENT LP | $5.0M | 30,280 | 0.32% | 5q | -24.6%-$1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.0M | 30,162 | 0.00% | 14q | -1.2%-$60.9K |
| AMERIPRISE FINANCIAL INC | $5.0M | 29,947 | 0.00% | 2q | +991.4%+$4.5M |
| BARCLAYS PLC | $4.9M | 29,408 | 0.00% | 31q | -39.7%-$3.2M |
| BANK OF AMERICA CORP /DE/ | $4.8M | 29,075 | 0.00% | 31q | -7.5%-$387.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.5M | 27,277 | 0.01% | 12q | +31.4%+$1.1M |
| CITIGROUP INC | $4.1M | 24,882 | 0.00% | 31q | +57.7%+$1.5M |
| BANK OF MONTREAL /CAN/ | $4.0M | 24,371 | 0.00% | 13q | +6.3%+$238.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.8M | 23,194 | 0.00% | 7q | +145.0%+$2.3M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $3.8M | 22,863 | 0.02% | 4q | -33.0%-$1.9M |
| WELLS FARGO & COMPANY/MN | $3.7M | 22,633 | 0.00% | 31q | -9.3%-$385.5K |
| ROYAL BANK OF CANADA | $3.7M | 22,296 | 0.00% | 31q | HELD |
| DEUTSCHE BANK AG\ | $3.5M | 21,049 | 0.00% | 34q | +26.7%+$734.7K |
| ANCHOR CAPITAL ADVISORS LLC | $3.5M | 20,881 | 0.10% | 20q | -1.6%-$55.6K |
| Odyssean, LLC | $3.3M | 20,012 | 0.54% | 3q | +101.0%+$1.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 2,458 | 0.00% | 21q | -96.4%-$87.7M |
| STIFEL FINANCIAL CORP | $3.2M | 19,162 | 0.00% | 2q | HELD |
| Legacy Private Trust Co. | $3.1M | 18,857 | 0.17% | 30q | -0.7%-$20.7K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $3.1M | 18,704 | 0.01% | 10q | HELD |
| Quantinno Capital Management LP | $3.0M | 18,338 | 0.00% | 3q | -36.1%-$1.7M |
| Squarepoint Ops LLC | $2.8M | 16,960 | 0.00% | 6q | +0.7%+$19.7K |
| OSAIC HOLDINGS, INC. | $2.8M | 16,806 | 0.00% | 26q | +22.8%+$516.4K |
| AQR CAPITAL MANAGEMENT LLC | $2.8M | 16,762 | 0.00% | 8q | -10.0%-$308.8K |
| JANE STREET GROUP, LLC | $2.6M | options only | 0.00% | 11q | OPTIONS |
| Rafferty Asset Management, LLC | $2.5M | 15,079 | 0.01% | 14q | +10.4%+$235.8K |
| FIRST NATIONAL BANK OF OMAHA | $2.4M | 14,676 | 0.07% | 2q | +18.5%+$378.6K |
| Sugar Maple Asset Management, LLC | $2.4M | 14,457 | 1.54% | 10q | +3.9%+$90.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.4M | 14,361 | 0.00% | 2q | HELD |
| First National Advisers, LLC | $2.2M | 13,215 | 0.31% | 2q | +21.1%+$380.9K |
| Caldwell Trust Co | $2.1M | 12,578 | 0.17% | 24q | HELD |
| Atom Investors LP | $2.1M | 12,448 | 0.18% | 2q | -37.5%-$1.2M |
| FMR LLC | $2.0M | 12,225 | 0.00% | 23q | -74.7%-$6.0M |
| Jump Financial, LLC | $2.0M | 12,203 | 0.02% | new | NEW |
| MetLife Investment Management, LLC | $1.9M | 11,631 | 0.01% | 32q | +15.3%+$255.0K |
| TWO SIGMA INVESTMENTS, LP | $1.8M | 11,115 | 0.00% | new | NEW |
| Associated Banc-Corp | $1.7M | 10,312 | 0.04% | 31q | HELD |
| Dana Investment Advisors, Inc. | $1.7M | 10,000 | 0.04% | 17q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6M | 9,975 | 0.00% | 19q | -8.0%-$143.2K |
| D. E. Shaw & Co., Inc. | $1.6M | 9,664 | 0.00% | 3q | -86.7%-$10.4M |
| Russell Investments Group, Ltd. | $1.6M | 9,641 | 0.00% | 7q | +371.2%+$1.3M |
| Cresset Asset Management, LLC | $1.5M | 9,330 | 0.01% | 2q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.5M | 9,204 | 0.00% | 9q | +6.4%+$91.6K |
| XTX Topco Ltd | $1.5M | 9,167 | 0.02% | 2q | -17.5%-$322.5K |
| PNC Financial Services Group, Inc. | $1.5M | 9,084 | 0.00% | 20q | -4.2%-$66.7K |
| STEPH & CO | $1.5M | 8,840 | 0.37% | 27q | HELD |
| Louisiana State Employees Retirement System | $1.4M | 8,600 | 0.01% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $1.4M | 8,385 | 0.00% | 2q | +275.2%+$1.0M |
| CHOREO, LLC | $1.4M | 8,255 | 0.01% | 2q | -1.4%-$19.7K |
| State of New Jersey Common Pension Fund D | $1.3M | 8,095 | 0.00% | 2q | -42.9%-$1.0M |
| VARCOV Co. | $1.3M | 7,810 | 0.49% | 2q | -18.3%-$288.4K |
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 | 5.5% |
| 2026-07-08 | 13G/A | BlackRock, Inc. | 13.0% |
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 | 240 | $2.2B | 13,325,499 | 42 | 73 | 76 | 0.3% |
| Q1 2026 | 229 | $1.7B | 11,148,655 | 68 | 95 | 38 | 0.3% |
| Q4 2025 | 180 | $980.8M | 8,055,758 | 29 | 61 | 50 | 0.3% |
| Q3 2025 | 168 | $991.1M | 7,332,088 | 29 | 46 | 52 | 0.5% |
| Q2 2025 | 152 | $928.0M | 7,487,883 | 19 | 42 | 52 | 0.3% |
| Q1 2025 | 145 | $826.2M | 7,554,283 | 20 | 35 | 46 | 0.4% |
| Q4 2024 | 135 | $659.2M | 6,277,435 | 15 | 57 | 22 | 0.1% |
| Q3 2024 | 123 | $579.7M | 6,054,682 | 19 | 34 | 36 | 0.1% |
| Q2 2024 | 112 | $488.9M | 5,885,622 | 6 | 33 | 34 | 0.0% |
| Q1 2024 | 114 | $508.6M | 5,914,271 | 11 | 39 | 32 | 0.0% |
| Q4 2023 | 107 | $446.8M | 5,549,023 | 4 | 36 | 31 | 0.0% |
| Q3 2023 | 104 | $371.4M | 5,313,055 | 7 | 32 | 31 | 0.1% |
| Q2 2023 | 103 | $360.1M | 5,296,337 | 10 | 29 | 38 | 0.1% |
| Q1 2023 | 100 | $327.7M | 5,191,217 | 7 | 37 | 24 | 0.1% |
| Q4 2022 | 104 | $314.7M | 3,941,369 | 12 | 27 | 28 | 0.1% |
| Q3 2022 | 125 | $388.0M | 5,505,986 | 9 | 29 | 45 | 0.0% |
| Q2 2022 | 133 | $404.2M | 5,584,470 | 20 | 33 | 37 | 0.1% |
| Q1 2022 | 137 | $532.9M | 5,690,821 | 21 | 26 | 54 | 0.1% |
| Q4 2021 | 131 | $445.6M | 5,194,268 | 23 | 54 | 21 | 0.1% |
| Q3 2021 | 120 | $377.2M | 5,100,567 | 29 | 44 | 26 | 0.0% |
| Q2 2021 | 107 | $291.8M | 4,147,053 | 21 | 32 | 32 | 0.0% |
| Q1 2021 | 97 | $333.7M | 4,015,366 | 14 | 28 | 29 | 0.0% |
| Q4 2020 | 89 | $255.4M | 3,847,115 | 12 | 22 | 31 | 0.0% |
| Q3 2020 | 81 | $209.4M | 3,849,220 | 5 | 16 | 32 | 0.0% |
| Q2 2020 | 83 | $216.0M | 3,943,988 | 5 | 24 | 24 | 0.0% |
| Q1 2020 | 92 | $219.2M | 4,016,656 | 5 | 39 | 25 | 0.0% |
| Q4 2019 | 102 | $306.5M | 4,151,625 | 7 | 42 | 27 | 0.0% |
| Q3 2019 | 99 | $252.3M | 3,789,650 | 17 | 33 | 22 | 0.0% |
| Q2 2019 | 87 | $212.5M | 3,424,325 | 18 | 28 | 26 | 0.0% |
| Q1 2019 | 74 | $203.1M | 3,407,911 | 10 | 22 | 23 | 0.0% |
| Q4 2018 | 67 | $166.9M | 3,426,429 | 2 | 0 | 2 | 0.0% |