NBT Bancorp Inc (NBTB) Ownership

39.86 ↑0.55 (1.40%)
As of Market Close on February 1st, 2023.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of NBT Bancorp Inc (NBTB), owning a total of 6.3 million shares. Combined, the top 22 institutional holders of NBTB own 48.10% of the company with a total of 20.6 million shares.

In the latest ownership report on September 30th 2022, the top 22 institutional holders increased their combined ownership of NBTB by 258 thousand shares. 11 institutions bought 387,444 total additional shares and increased their ownership by an average of 14.06%. However 9 institutions sold 129,432 total shares and decreased their ownership by an average of 3.28%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of NBT Bancorp increased by a net total of 258,012 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.709%0.460%6,301,45828,8352022-09-30
Vanguard Group Inc11.411%2.013%4,888,34196,4612022-09-30
Dimensional Fund Advisors, Inc.4.572%-0.168%1,958,554-3,2972022-09-30
State Street Corporation4.209%-1.752%1,803,103-32,1492022-09-30
Geode Capital Management, LLC1.822%2.020%780,34615,4502022-09-30
Northern Trust Corp1.679%-0.187%719,057-1,3492022-09-30
Bank of New York Mellon Corp1.248%1.001%534,6205,2962022-09-30
Charles Schwab Investment Management Inc1.034%2.460%443,12510,6412022-09-30
Goldman Sachs Group Inc0.883%-13.231%378,431-57,7042022-09-30
Amvescap Plc.0.747%11.578%320,19333,2242022-09-30
Morgan Stanley - Brokerage Accounts0.722%-0.653%309,385-2,0322022-09-30
Principal Financial Group Inc0.617%-0.171%264,164-4522022-09-30
TD Asset Management Inc0.592%37.976%253,60069,8002022-09-30
Manufacturers Life Insurance Co0.551%-2.363%235,831-5,7072022-09-30
Nuveen Asset Management, LLC0.529%-9.123%226,652-22,7532022-09-30
NBT Bank National Association0.491%-1.860%210,463-3,9892022-09-30
American Century Companies Inc0.457%26.181%195,87640,6422022-09-30
Ameriprise Financial Inc0.447%2.690%191,6605,0202022-09-30
Victory Capital Management Inc.0.407%38.325%174,38348,3152022-09-30
HSBC Holdings PLC0.342%29.983%146,35833,7602022-09-30
Robeco Institutional Asset Management BV0.331%0.000%141,69802022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.709%0.460%6,301,45828,8352022-09-30
Vanguard Group Inc11.411%2.013%4,888,34196,4612022-09-30
Dimensional Fund Advisors, Inc.4.572%-0.168%1,958,554-3,2972022-09-30
State Street Corporation4.209%-1.752%1,803,103-32,1492022-09-30
Geode Capital Management, LLC1.822%2.020%780,34615,4502022-09-30
Northern Trust Corp1.679%-0.187%719,057-1,3492022-09-30
Bank of New York Mellon Corp1.248%1.001%534,6205,2962022-09-30
Charles Schwab Investment Management Inc1.034%2.460%443,12510,6412022-09-30
Goldman Sachs Group Inc0.883%-13.231%378,431-57,7042022-09-30
Amvescap Plc.0.747%11.578%320,19333,2242022-09-30
Morgan Stanley - Brokerage Accounts0.722%-0.653%309,385-2,0322022-09-30
Principal Financial Group Inc0.617%-0.171%264,164-4522022-09-30
TD Asset Management Inc0.592%37.976%253,60069,8002022-09-30
Manufacturers Life Insurance Co0.551%-2.363%235,831-5,7072022-09-30
Nuveen Asset Management, LLC0.529%-9.123%226,652-22,7532022-09-30
NBT Bank National Association0.491%-1.860%210,463-3,9892022-09-30
American Century Companies Inc0.457%26.181%195,87640,6422022-09-30
Ameriprise Financial Inc0.447%2.690%191,6605,0202022-09-30
Victory Capital Management Inc.0.407%38.325%174,38348,3152022-09-30
HSBC Holdings PLC0.342%29.983%146,35833,7602022-09-30
Robeco Institutional Asset Management BV0.331%0.000%141,69802022-09-30
Rhumbline Advisers0.298%4.862%127,7525,9232022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of NBT Bancorp Inc (NBTB), owning a total of 3.2 million shares. Combined, the top 23 mutual fund holders of NBTB own 32.88% of the company with a total of 14.1 million shares.

In the latest ownership report on December 31st 2022, the top 23 fund holders increased their combined ownership of NBTB by 51 thousand shares. 2 funds bought 13,450 total additional shares and increased their ownership by an average of 0.69%. However 5 funds sold 64,260 total shares and decreased their ownership by an average of 3.52%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding NBT Bancorp decreased by a net total of -50,810 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.924%0.658%1,252,4468,1922022-12-31
Vanguard Small Cap Index2.448%-0.353%1,048,600-3,7162022-12-31
Vanguard Small Cap Value Index Inv1.713%0.722%733,7425,2582022-12-31
Vanguard Extended Market Index Investor1.337%-4.191%572,623-25,0502022-12-31
Vanguard Tax-Managed Small Cap Adm0.907%-2.240%388,398-8,9002022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.536%-8.732%229,641-21,9712022-12-31
Northern Small Cap Value0.509%-2.077%218,008-4,6232022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF7.370%0.000%3,157,45102022-12-30
Vanguard Total Stock Mkt Idx Inv2.924%0.658%1,252,4468,1922022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.883%1.750%1,235,17021,2452022-09-30
Vanguard Small Cap Index2.448%-0.353%1,048,600-3,7162022-12-31
iShares Russell 2000 ETF2.146%0.000%919,34702022-12-30
Vanguard Small Cap Value Index Inv1.713%0.722%733,7425,2582022-12-31
iShares S&P Small-Cap 600 Value ETF1.442%1.252%617,8757,6372022-11-30
Vanguard Extended Market Index Investor1.337%-4.191%572,623-25,0502022-12-31
iShares S&P Small-Cap 600 Growth ETF1.144%-1.141%489,914-5,6542022-12-30
iShares Russell 2000 Value ETF0.974%0.000%417,44102022-12-30
Vanguard Tax-Managed Small Cap Adm0.907%-2.240%388,398-8,9002022-12-31
SPDR® S&P 600 Small Cap Value ETF0.821%0.000%351,58402022-11-30
DFA US Targeted Value I0.785%0.000%336,42702022-11-30
Fidelity® Small Cap Index0.774%2.402%331,7307,7822022-10-31
DFA US Micro Cap I0.752%0.000%322,07302022-11-30
DFA US Small Cap I0.748%0.000%320,62002022-11-30
Avantis® U.S. Small Cap Value ETF0.562%0.227%240,6435462022-12-30
Dimensional US Targeted Value ETF0.546%0.294%234,0656852022-12-30
SPDR® S&P Regional Banking ETF0.542%-1.961%232,089-4,6422022-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.536%-8.732%229,641-21,9712022-12-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.515%0.290%220,4866372022-12-30
Northern Small Cap Value0.509%-2.077%218,008-4,6232022-12-31
Fidelity® Extended Market Index0.502%0.000%215,01802022-11-30

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