NBT Bancorp Inc (NBTB) Ownership

36.68 ↓0.06 (-0.16%)
As of March 28, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of NBT Bancorp Inc (NBTB), owning a total of 6.7 million shares. Combined, the top 29 institutional holders of NBTB own 54.28% of the company with a total of 25.5 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of NBTB by 1.3 million shares. 16 institutions bought 1,404,612 total additional shares and increased their ownership by an average of 10.18%. However 4 institutions sold 135,702 total shares and decreased their ownership by an average of 12.46%.

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 1,268,910 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.262%1.692%6,724,989111,9222023-12-31
Vanguard Group Inc11.967%2.295%5,642,447126,5722023-12-31
Dimensional Fund Advisors, Inc.4.609%0.790%2,173,29717,0392023-12-31
State Street Corporation4.283%7.120%2,019,456134,2292023-12-31
Goldman Sachs Group Inc2.244%107.486%1,057,930548,0492023-12-31
Geode Capital Management, LLC2.180%4.963%1,028,05048,6092023-12-31
Northern Trust Corp1.634%3.950%770,41429,2732023-12-31
Fuller & Thaler Asset Management Inc1.627%1.883%767,01414,1732023-12-31
Charles Schwab Investment Management Inc1.125%5.058%530,20925,5282023-12-31
Bank of New York Mellon Corp1.030%-5.479%485,410-28,1352023-12-31
American Century Companies Inc0.803%3.789%378,68813,8262023-12-31
Morgan Stanley - Brokerage Accounts0.783%11.719%369,06838,7132023-12-31
NORGES BANK0.635%-12.422%299,374-42,4612023-12-31
Manufacturers Life Insurance Co0.623%1.459%293,8564,2252023-12-31
NBT Bank National Association0.623%4.451%293,68412,5152023-12-31
HSBC Holdings PLC0.572%0.000%269,565269,5652023-12-31
Principal Financial Group Inc0.554%-1.653%261,033-4,3872023-12-31
Eagle Asset Management, Inc.0.505%1.788%237,9754,1802023-12-31
Rhumbline Advisers0.310%4.425%146,1886,1942023-12-31
AllianceBernstein L.P.0.297%-30.271%139,864-60,7192023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.262%1.692%6,724,989111,9222023-12-31
Vanguard Group Inc11.967%2.295%5,642,447126,5722023-12-31
Dimensional Fund Advisors, Inc.4.609%0.790%2,173,29717,0392023-12-31
State Street Corporation4.283%7.120%2,019,456134,2292023-12-31
Goldman Sachs Group Inc2.244%107.486%1,057,930548,0492023-12-31
Geode Capital Management, LLC2.180%4.963%1,028,05048,6092023-12-31
Northern Trust Corp1.634%3.950%770,41429,2732023-12-31
Fuller & Thaler Asset Management Inc1.627%1.883%767,01414,1732023-12-31
Charles Schwab Investment Management Inc1.125%5.058%530,20925,5282023-12-31
Bank of New York Mellon Corp1.030%-5.479%485,410-28,1352023-12-31
American Century Companies Inc0.803%3.789%378,68813,8262023-12-31
Morgan Stanley - Brokerage Accounts0.783%11.719%369,06838,7132023-12-31
NORGES BANK0.635%-12.422%299,374-42,4612023-12-31
Manufacturers Life Insurance Co0.623%1.459%293,8564,2252023-12-31
NBT Bank National Association0.623%4.451%293,68412,5152023-12-31
HSBC Holdings PLC0.572%0.000%269,565269,5652023-12-31
Principal Financial Group Inc0.554%-1.653%261,033-4,3872023-12-31
Eagle Asset Management, Inc.0.505%1.788%237,9754,1802023-12-31
TD Global Investment Solutions0.539%-8.833%231,200-22,4002022-12-31
TD Asset Management Inc0.510%-5.277%219,000-12,2002023-03-31
Robeco Institutional Asset Management BV0.495%49.985%212,52670,8282022-12-31
Victory Capital Management Inc.0.407%38.325%174,38348,3152022-09-30
Millennium Management LLC0.366%413.572%172,170138,6462023-06-30
Ameriprise Financial Inc0.336%-1.330%158,274-2,1332023-09-30
Nuveen Asset Management, LLC0.333%-16.827%156,901-31,7442023-06-30
Amvescap Plc.0.314%-41.871%147,806-106,4662023-09-30
JPMorgan Chase & Co0.313%-40.473%147,212-100,0902023-03-31
Rhumbline Advisers0.310%4.425%146,1886,1942023-12-31
AllianceBernstein L.P.0.297%-30.271%139,864-60,7192023-12-31

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 32 mutual fund holders of NBTB own 42.44% of the company with a total of 19.9 million shares.

In the latest ownership report on February 29th 2024, the top 32 fund holders increased their combined ownership of NBTB by 393 shares. 2 funds bought 291 total additional shares and increased their ownership by an average of 0.04%. However 1 funds sold 684 total shares and decreased their ownership by an average of 0.21%.

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 -393 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.769%0.000%3,191,62402024-02-29
iShares Russell 2000 ETF2.242%0.000%1,056,99702024-02-29
iShares S&P Small-Cap 600 Value ETF1.248%0.000%588,64202024-02-29
SPDR® Portfolio S&P 600 Sm Cap ETF0.903%0.020%425,909872024-02-29
SPDR® S&P 600 Small Cap Value ETF0.696%-0.208%328,233-6842024-02-29
Dimensional US Targeted Value ETF0.654%0.066%308,2702042024-02-29
Avantis US Small Cap Value ETF0.639%0.000%301,06202024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.769%0.000%3,191,62402024-02-29
Vanguard Total Stock Mkt Idx Inv2.982%0.283%1,405,8863,9682024-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.679%0.720%1,261,4679,0212023-03-31
Vanguard Small Cap Index2.423%0.279%1,142,3853,1742024-01-31
iShares Russell 2000 ETF2.242%0.000%1,056,99702024-02-29
Vanguard Small Cap Value Index Inv1.656%-0.416%780,975-3,2642024-01-31
FullerThaler Behavioral Sm-Cp Eq R61.535%1.737%723,74412,3532023-12-31
FullerThaler Behavioral Small-Cap Equity1.509%0.000%711,39102023-11-30
Fuller & Thaler Behavioral Sm-Cp Eq R61.511%29.445%711,391161,8202023-09-30
Fuller & Thaler Behavioral Small-Cap Eq1.511%0.000%711,39102023-11-30
Vanguard Institutional Extnd Mkt Idx Tr1.483%0.036%699,1012532024-01-31
Vanguard Extended Market Index Investor1.392%0.452%655,4652,9502023-08-31
iShares S&P Small-Cap 600 Value ETF1.248%0.000%588,64202024-02-29
iShares S&P Small-Cap 600 Growth ETF1.022%0.000%481,27402023-11-30
Fidelity Small Cap Index0.967%0.947%456,1324,2812023-12-31
Fidelity® Small Cap Index0.940%2.945%442,68512,6642023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.903%0.020%425,909872024-02-29
iShares Russell 2000 Value ETF0.798%0.000%376,23302024-02-01
Vanguard Tax-Managed Small Cap Adm0.780%0.000%367,87402024-01-31
DFA US Targeted Value I0.777%0.000%366,49502024-01-31
DFA US Micro Cap I0.712%0.000%335,65302024-01-31
SPDR® S&P 600 Small Cap Value ETF0.696%-0.208%328,233-6842024-02-29
Dimensional US Targeted Value ETF0.654%0.066%308,2702042024-02-29
DFA US Small Cap I0.649%0.000%305,81602024-01-31
Avantis US Small Cap Value ETF0.639%0.000%301,06202024-02-29
Avantis® U.S. Small Cap Value ETF0.668%0.000%285,56202023-07-29
SPDR® S&P Regional Banking ETF0.587%8.564%276,45621,8092023-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.586%1.881%276,2415,1002024-01-31
Vanguard Dividend Appreciation ETF0.580%0.638%272,9271,7292023-12-31
SPDR® S&P 600 Small Cap Growth ETF0.516%0.150%243,1383642023-08-31
Fidelity® Extended Market Index0.518%0.000%222,29602023-02-28
Northern Small Cap Value0.509%-2.077%218,008-4,6232022-12-31

Discussions

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bettysburgers

$NBTB we always finish green after a red week. Less go!

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wsb_pro

$NBTB Like if you’re a bull

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