NBT Bancorp Inc (NBTB) Ownership

39.86 ↑0.55 (1.40%)

As of Market Close on February 1st, 2023.

Institutions
Mutual Funds

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

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.709%	0.460%	6,301,458	28,835	2022-09-30
Vanguard Group Inc	11.411%	2.013%	4,888,341	96,461	2022-09-30
Dimensional Fund Advisors, Inc.	4.572%	-0.168%	1,958,554	-3,297	2022-09-30
State Street Corporation	4.209%	-1.752%	1,803,103	-32,149	2022-09-30
Geode Capital Management, LLC	1.822%	2.020%	780,346	15,450	2022-09-30
Northern Trust Corp	1.679%	-0.187%	719,057	-1,349	2022-09-30
Bank of New York Mellon Corp	1.248%	1.001%	534,620	5,296	2022-09-30
Charles Schwab Investment Management Inc	1.034%	2.460%	443,125	10,641	2022-09-30
Goldman Sachs Group Inc	0.883%	-13.231%	378,431	-57,704	2022-09-30
Amvescap Plc.	0.747%	11.578%	320,193	33,224	2022-09-30
Morgan Stanley - Brokerage Accounts	0.722%	-0.653%	309,385	-2,032	2022-09-30
Principal Financial Group Inc	0.617%	-0.171%	264,164	-452	2022-09-30
TD Asset Management Inc	0.592%	37.976%	253,600	69,800	2022-09-30
Manufacturers Life Insurance Co	0.551%	-2.363%	235,831	-5,707	2022-09-30
Nuveen Asset Management, LLC	0.529%	-9.123%	226,652	-22,753	2022-09-30
NBT Bank National Association	0.491%	-1.860%	210,463	-3,989	2022-09-30
American Century Companies Inc	0.457%	26.181%	195,876	40,642	2022-09-30
Ameriprise Financial Inc	0.447%	2.690%	191,660	5,020	2022-09-30
Victory Capital Management Inc.	0.407%	38.325%	174,383	48,315	2022-09-30
HSBC Holdings PLC	0.342%	29.983%	146,358	33,760	2022-09-30
Robeco Institutional Asset Management BV	0.331%	0.000%	141,698	0	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.709%	0.460%	6,301,458	28,835	2022-09-30
Vanguard Group Inc	11.411%	2.013%	4,888,341	96,461	2022-09-30
Dimensional Fund Advisors, Inc.	4.572%	-0.168%	1,958,554	-3,297	2022-09-30
State Street Corporation	4.209%	-1.752%	1,803,103	-32,149	2022-09-30
Geode Capital Management, LLC	1.822%	2.020%	780,346	15,450	2022-09-30
Northern Trust Corp	1.679%	-0.187%	719,057	-1,349	2022-09-30
Bank of New York Mellon Corp	1.248%	1.001%	534,620	5,296	2022-09-30
Charles Schwab Investment Management Inc	1.034%	2.460%	443,125	10,641	2022-09-30
Goldman Sachs Group Inc	0.883%	-13.231%	378,431	-57,704	2022-09-30
Amvescap Plc.	0.747%	11.578%	320,193	33,224	2022-09-30
Morgan Stanley - Brokerage Accounts	0.722%	-0.653%	309,385	-2,032	2022-09-30
Principal Financial Group Inc	0.617%	-0.171%	264,164	-452	2022-09-30
TD Asset Management Inc	0.592%	37.976%	253,600	69,800	2022-09-30
Manufacturers Life Insurance Co	0.551%	-2.363%	235,831	-5,707	2022-09-30
Nuveen Asset Management, LLC	0.529%	-9.123%	226,652	-22,753	2022-09-30
NBT Bank National Association	0.491%	-1.860%	210,463	-3,989	2022-09-30
American Century Companies Inc	0.457%	26.181%	195,876	40,642	2022-09-30
Ameriprise Financial Inc	0.447%	2.690%	191,660	5,020	2022-09-30
Victory Capital Management Inc.	0.407%	38.325%	174,383	48,315	2022-09-30
HSBC Holdings PLC	0.342%	29.983%	146,358	33,760	2022-09-30
Robeco Institutional Asset Management BV	0.331%	0.000%	141,698	0	2022-09-30
Rhumbline Advisers	0.298%	4.862%	127,752	5,923	2022-06-30

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

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.924%	0.658%	1,252,446	8,192	2022-12-31
Vanguard Small Cap Index	2.448%	-0.353%	1,048,600	-3,716	2022-12-31
Vanguard Small Cap Value Index Inv	1.713%	0.722%	733,742	5,258	2022-12-31
Vanguard Extended Market Index Investor	1.337%	-4.191%	572,623	-25,050	2022-12-31
Vanguard Tax-Managed Small Cap Adm	0.907%	-2.240%	388,398	-8,900	2022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.536%	-8.732%	229,641	-21,971	2022-12-31
Northern Small Cap Value	0.509%	-2.077%	218,008	-4,623	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	7.370%	0.000%	3,157,451	0	2022-12-30
Vanguard Total Stock Mkt Idx Inv	2.924%	0.658%	1,252,446	8,192	2022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.883%	1.750%	1,235,170	21,245	2022-09-30
Vanguard Small Cap Index	2.448%	-0.353%	1,048,600	-3,716	2022-12-31
iShares Russell 2000 ETF	2.146%	0.000%	919,347	0	2022-12-30
Vanguard Small Cap Value Index Inv	1.713%	0.722%	733,742	5,258	2022-12-31
iShares S&P Small-Cap 600 Value ETF	1.442%	1.252%	617,875	7,637	2022-11-30
Vanguard Extended Market Index Investor	1.337%	-4.191%	572,623	-25,050	2022-12-31
iShares S&P Small-Cap 600 Growth ETF	1.144%	-1.141%	489,914	-5,654	2022-12-30
iShares Russell 2000 Value ETF	0.974%	0.000%	417,441	0	2022-12-30
Vanguard Tax-Managed Small Cap Adm	0.907%	-2.240%	388,398	-8,900	2022-12-31
SPDR® S&P 600 Small Cap Value ETF	0.821%	0.000%	351,584	0	2022-11-30
DFA US Targeted Value I	0.785%	0.000%	336,427	0	2022-11-30
Fidelity® Small Cap Index	0.774%	2.402%	331,730	7,782	2022-10-31
DFA US Micro Cap I	0.752%	0.000%	322,073	0	2022-11-30
DFA US Small Cap I	0.748%	0.000%	320,620	0	2022-11-30
Avantis® U.S. Small Cap Value ETF	0.562%	0.227%	240,643	546	2022-12-30
Dimensional US Targeted Value ETF	0.546%	0.294%	234,065	685	2022-12-30
SPDR® S&P Regional Banking ETF	0.542%	-1.961%	232,089	-4,642	2022-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.536%	-8.732%	229,641	-21,971	2022-12-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.515%	0.290%	220,486	637	2022-12-30
Northern Small Cap Value	0.509%	-2.077%	218,008	-4,623	2022-12-31
Fidelity® Extended Market Index	0.502%	0.000%	215,018	0	2022-11-30