NBT Bancorp Ownership | Who Owns NBT Bancorp?
NBT Bancorp Ownership Summary
NBT Bancorp is owned by 60.84% institutional investors, 3.26% insiders, and 35.90% retail investors. Blackrock is the largest institutional shareholder, holding 14.35% of NBTB shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.34% of its assets in NBT Bancorp shares.
NBTB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NBT Bancorp | 60.84% | 3.26% | 35.90% |
| Sector | Financial Services Stocks | 43.66% | 12.57% | 43.78% |
| Industry | Regional Banks Stocks | 49.60% | 11.62% | 38.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.76M | 14.35% | $261.07M |
| Vanguard group | 5.56M | 11.79% | $214.51M |
| Dimensional fund advisors lp | 2.30M | 4.87% | $88.67M |
| State street | 2.08M | 4.42% | $80.35M |
| Geode capital management | 1.11M | 2.35% | $42.77M |
| Deprince race & zollo | 828.44K | 1.76% | $31.98M |
| Victory capital management | 703.29K | 1.49% | $27.15M |
| Northern trust | 692.38K | 1.47% | $26.73M |
| Bank of new york mellon | 629.72K | 1.34% | $24.31M |
| Charles schwab investment management | 578.34K | 1.23% | $22.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nbt bank n a /ny | 286.83K | 0.79% | $11.07M |
| Deprince race & zollo | 828.44K | 0.71% | $31.98M |
| Horizon advisory services | 34.78K | 0.64% | $1.34M |
| Peoples financial services | 19.00K | 0.33% | $733.21K |
| Cook wealth management group | 10.83K | 0.29% | $534.64K |
| Tompkins financial | 42.77K | 0.17% | $1.65M |
| Ceredex value advisors | 219.50K | 0.16% | $8.47M |
| Union savings bank | 7.03K | 0.14% | $271.13K |
| Naples money management | 3.72K | 0.12% | $141.92K |
| Community bank, n.a. | 20.50K | 0.10% | $790.90K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Victory capital management | 703.29K | 0.03% | 593.44K |
| Norges bank | 207.60K | 0.00% | 207.60K |
| Bank of new york mellon | 629.72K | 0.00% | 169.18K |
| Deprince race & zollo | 828.44K | 0.71% | 107.40K |
| Ubs asset management americas | 123.99K | 0.00% | 67.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 6.76M | 0.01% | -152.62K |
| Boothbay fund management | - | - | -88.13K |
| Renaissance | 38.24K | 0.00% | -56.50K |
| Goldman sachs group | 479.72K | 0.00% | -53.74K |
| Edgestream partners | - | - | -51.14K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 207.60K | 0.00% | 207.60K | $8.01M |
| Two sigma investments, lp | 37.39K | 0.00% | 37.39K | $1.44M |
| Corebridge financial | 26.75K | 0.01% | 26.75K | $1.03M |
| United capital financial advisers | 23.18K | 0.01% | 23.18K | $894.55K |
| Mirae asset global etfs | 22.78K | 0.00% | 22.78K | $879.23K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Abound wealth management | -13.00 |
| Quest partners | -35.00 |
| Northwestern mutual wealth management | -58.00 |
| Quarry lp | -377.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 183 | -4.19% | 28,684,712 | 2.35% | 60 | 1.72% | 71 | -12.35% | 58 | -10.77% |
| Mar 31, 2024 | 191 | 2.14% | 28,025,621 | 2.28% | 59 | 1.57% | 81 | -1.22% | 65 | 4.84% |
| Dec 31, 2023 | 187 | 4.47% | 27,400,733 | 4.54% | 61 | 1.83% | 82 | -13.68% | 62 | 31.91% |
| Sep 30, 2023 | 179 | -0.56% | 26,209,866 | 4.02% | 58 | 1.68% | 95 | 48.44% | 47 | -28.79% |
| Jun 30, 2023 | 180 | -1.10% | 25,196,978 | 2.13% | 58 | 1.78% | 64 | -18.99% | 66 | 13.79% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.99M | 6.34% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.40M | 2.97% | -12.95K |
| iShares Russell 2000 ETF | 1.16M | 2.46% | - |
| Vanguard Small Cap Index | 1.13M | 2.39% | 2.20K |
| Vanguard Small Cap Value Index Inv | 759.31K | 1.61% | -260.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 717.09K | 1.52% | -23.32K |
| iShares S&P Small-Cap 600 Value ETF | 489.07K | 1.04% | - |
| Fidelity Small Cap Index | 471.11K | 1.00% | -12.30K |
| iShares Russell 2000 Value ETF | 430.11K | 0.91% | - |
| SPDR® Portfolio S&P 600™ Sm Cap ETF | 418.04K | 0.89% | 3.16K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 15, 2024 | WATT JOHN H JR | - | Sell | $494.05K |
| Nov 11, 2024 | DELANEY TIMOTHY E | - | Sell | $2.06M |
| Nov 07, 2024 | Wiles Amy | EVP, Chief Risk and Credit | Sell | $50.10K |
| Oct 30, 2024 | WATT JOHN H JR | - | Sell | $909.07K |
| Sep 16, 2024 | Wiles Amy | EVP, Chief Risk and Credit | Sell | $25.02K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | 2 | 3 |
| 2023 Q4 | 1 | - |
NBTB Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools