NBTB · Company research
NBT Bancorp Inc (NBTB): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27786 | 1393746000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Crews Bank & Trust | 2052279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 702 | 34658 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Linden Thomas Advisory Services, LLC | 1965702 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36052 | 1779887 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 1087 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BURNEY CO/ | 940445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4185 | 206613 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Kemnay Advisory Services Inc. | 1555283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 356 | 17576 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12730 | 628501 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6697 | 330630 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30183 | 1490135 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1198659 | 59190904 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51849 | 2559778 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12032 | 594020 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13789 | 680763 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Stablepoint Partners, LLC | 2011237 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11119 | 548945 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5508033 | 271931589 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2254925 | 111325647 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BIRCHBROOK, INC. | 2071468 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2991 | 147666 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| OCCUDO QUANTITATIVE STRATEGIES LP | 1819697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27845 | 1374708 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14972 | 739168 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Horizon Advisory Services, Inc. | 1799006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34781 | 1717138 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Community Bank, N.A. | 1632187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12421 | 613100 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40309 | 1990055 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4734 | 233718 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97 | 4789 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 904 | 44630 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PL Capital Advisors, LLC | 1569147 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73030 | 3605491 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 343908 | 16978738 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Freestone Grove Partners LP | 2007591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4357 | 215105 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LEIGH BALDWIN & CO., LLC | 946629 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15018 | 741455 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125023 | 6172386 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2291533 | 113132991 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50041 | 2471 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5958 | 294147 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HBK Sorce Advisory LLC | 1379995 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8343 | 444014 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5081 | 253135 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 740550 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Stonebridge Financial Group, LLC | 2009367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11531 | 569285 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79710 | 3935282 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 2103405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4785 | 236234 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70736 | 3492236 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4722 | 233114 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 806 | 39792 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ceredex Value Advisors LLC | 1738726 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159300 | 7864641 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2722 | 133841 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| INTECH INVESTMENT MANAGEMENT LLC | 1086318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39887 | 1969221 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13086 | 646056 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 1 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 265959 | 13130396 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6037 | 298 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Savant Capital, LLC | 1482880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126428 | 5741300 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26963 | 1331000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 176407 | 8709209 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CreativeOne Wealth, LLC | 1739728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14378 | 709846 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29533 | 1458033 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74218 | 3664143 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 306 | 15108 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 611644 | 30196864 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4183 | 206515 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BLB&B Advisors, LLC | 1389059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7656 | 377977 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 1384 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Beacon Pointe Advisors, LLC | 1744317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17544 | 866148 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Stone House Investment Management, LLC | 1696497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5631 | 277999 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| STEPHENS INC /AR/ | 757657 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5964 | 294443 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7238 | 357340 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1831 | 90397 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 276 | 13869 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 629351 | 31071059 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13967 | 690 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77153 | 3809044 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53533 | 2642924 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 729 | 35991 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2731491 | 134853711 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11804 | 582763 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1282 | 63292 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62 | 3061 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1086619 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155230 | 7632659 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ensign Peak Advisors, Inc | 1454984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2957 | 145987 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARIZONA STATE RETIREMENT SYSTEM | 1558481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13992 | 690785 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Public Sector Pension Investment Board | 1396318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 178703 | 8822567 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Focused Wealth Management, Inc | 1586052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7359 | 363297 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.