Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NBTB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.4M | $315.1M | -0.0% | 14.175% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5M | $148.0M | — | 6.657% | 0.01% |
| 3 | STATE STREET CORP | 2.5M | $105.9M | +2.2% | 4.763% | 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 2.3M | $99.3M | +1.3% | 4.465% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $95.9M | — | 4.316% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $56.6M | +4.5% | 2.547% | 0.00% |
| 7 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 693K | $29.5M | -4.5% | 1.327% | 0.21% |
| 8 | NORTHERN TRUST CORP | 683K | $29.1M | +2.1% | 1.309% | 0.00% |
| 9 | VICTORY CAPITAL MANAGEMENT INC | 670K | $28.5M | +1.0% | 1.283% | 0.02% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 616K | $26.2M | +0.3% | 1.179% | 0.00% |
| 11 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 560K | $23.9M | +29.7% | 1.073% | 0.02% |
| 12 | Bank of New York Mellon Corp | 453K | $19.3M | -2.2% | 0.868% | 0.00% |
| 13 | MORGAN STANLEY | 444K | $18.9M | -17.2% | 0.850% | 0.00% |
| 14 | RAYMOND JAMES FINANCIAL INC | 438K | $18.5M | -1.8% | 0.839% | 0.01% |
| 15 | FULLER & THALER ASSET MANAGEMENT, INC. | 403K | $17.2M | -0.1% | 0.773% | 0.06% |
| 16 | Nuveen, LLC | 372K | $15.8M | +30.0% | 0.713% | 0.00% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 337K | $14.4M | — | 0.646% | 0.00% |
| 18 | Qube Research & Technologies Ltd | 295K | $12.6M | +20.6% | 0.565% | 0.01% |
| 19 | Ceredex Value Advisors LLC | 268K | $11.4M | -20.7% | 0.514% | 0.36% |
| 20 | GOLDMAN SACHS GROUP INC | 261K | $11.1M | +7.6% | 0.500% | 0.00% |
| 21 | NBT BANK N A /NY | 260K | $11.1M | +5.3% | 0.499% | 0.73% |
| 22 | CITADEL ADVISORS LLC | 255K | $10.9M | +128.8% | 0.489% | 0.01% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 254K | $10.8M | +2.0% | 0.487% | 0.01% |
| 24 | PL Capital Advisors, LLC | 208K | $8.9M | 0.0% | 0.398% | 2.67% |
| 25 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 187K | $8.0M | +3.3% | 0.358% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in NBTB — a direct measure of their conviction.
Filings activity in NBTB during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 295 | +6.5% | 55.02% | +1.01 pp | $1.38B | +1.9% |
| Q4 2025 | 277 | +9.1% | 54.01% | 0.05 pp | $1.36B | 0.1% |
| Q3 2025 | 254 | +2.4% | 54.06% | 0.78 pp | $1.36B | 1.4% |
| Q2 2025 | 248 | +9.7% | 54.84% | +3.28 pp | $1.38B | +6.4% |
| Q1 2025 | 226 | +5.6% | 51.56% | 6.91 pp | $1.30B | 12% |
| Q4 2024 | 214 | +0.9% | 58.47% | +7.67 pp | $1.47B | +15% |
| Q3 2024 | 212 | +16% | 50.80% | +7.42 pp | $1.28B | +17% |
| Q2 2024 | 183 | — | 43.38% | — | $1.09B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NBTB stock.
Based on Q1 2026 13F filings, institutional ownership of NBT Bancorp Inc. stands at 55.0%, held across 295 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of NBTB, with approximately 7,400,090 shares worth $0.32B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of NBTB, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for NBTB is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
49 institutions opened new positions in NBTB during Q1 2026, while 31 fully exited. 177 added to existing positions and 64 trimmed.
NBTB institutional ownership rose by 1.01 percentage points quarter-over-quarter, with a net change of +18 holders.
The top 10 institutions account for 67.5% of all reported 13F value in NBTB, and the top 25 account for 82.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
NBT Bancorp Inc. (NBTB) Institutional Ownership