| 4 |
| AMERICAN CENTURY COMPANIES INC |
| 1.7M |
| $102.7M |
| +4.6% |
| 4.356% |
| 0.05% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $95.1M | +0.1% | 4.034% | 0.02% |
| 6 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.2M | $72.8M | -2.1% | 3.088% | 0.11% |
| 7 | DAVIS SELECTED ADVISERS | 1.0M | $60.2M | -5.7% | 2.555% | 0.26% |
| 8 | Nuveen, LLC | 882K | $52.5M | -2.7% | 2.227% | 0.01% |
| 9 | Invesco Ltd. | 880K | $52.3M | +15.7% | 2.221% | 0.00% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 750K | $44.6M | -0.5% | 1.894% | 0.00% |
| 11 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 745K | $44.4M | -7.4% | 1.882% | 0.13% |
| 12 | STATE STREET CORP | 701K | $41.7M | +0.2% | 1.769% | 0.00% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 551K | $32.8M | +6.8% | 1.391% | 0.00% |
| 14 | JPMORGAN CHASE & CO | 539K | $32.1M | -14.5% | 1.362% | 0.00% |
| 15 | VICTORY CAPITAL MANAGEMENT INC | 438K | $26.1M | -0.3% | 1.107% | 0.01% |
| 16 | ROYCE & ASSOCIATES LP | 434K | $25.8M | +0.2% | 1.096% | 0.21% |
| 17 | FEDERATED HERMES, INC. | 421K | $25.1M | +62.9% | 1.063% | 0.04% |
| 18 | AQR CAPITAL MANAGEMENT LLC | 411K | $24.5M | +2.8% | 1.038% | 0.01% |
| 19 | Bragg Financial Advisors, Inc | 371K | $22.1M | +138.5% | 0.936% | 0.59% |
| 20 | AMERIPRISE FINANCIAL INC | 339K | $20.2M | +3.1% | 0.856% | 0.00% |
| 21 | NORTHERN TRUST CORP | 316K | $18.8M | +2.8% | 0.798% | 0.00% |
| 22 | MORGAN STANLEY | 310K | $18.5M | -15.6% | 0.783% | 0.00% |
| 23 | JACOBS LEVY EQUITY MANAGEMENT, INC | 272K | $16.2M | -6.5% | 0.686% | 0.06% |
| 24 | Crawford Fund Management, LLC | 238K | $14.1M | +14.6% | 0.600% | 2.17% |
| 25 | TWO SIGMA INVESTMENTS, LP | 214K | $12.7M | -10.2% | 0.540% | 0.01% |
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 NTB — a direct measure of their conviction.
| 69.31% |
| 1.99 pp |
| $1.10B |
| +4.3% |
| Q4 2024 | 194 | +7.2% | 71.30% | 5.01 pp | $1.05B | +0.6% |
| Q3 2024 | 181 | — | 76.31% | — | $1.05B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
25 institutions opened new positions in NTB during Q2 2026, while 18 fully exited. 171 added to existing positions and 48 trimmed.
NTB institutional ownership fell by 0.71 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 55.3% of all reported 13F value in NTB, and the top 25 account for 78.8%.
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.
The Bank of N.T. Butterfield & Son Limited (NTB) Institutional Ownership