N B T BancorpNBTB

13F holders, Q1 2024 (March 31)
193holders
2famous investors
$36.67avg. 13F price*

At the end of Q1 2024, 193 institutions reported holding N B T Bancorp Inc. (NBTB) in their 13F filings. The largest holders were BlackRock Inc. ($253.7M), Vanguard Group Inc. ($205.5M) and Dimensional Fund Advisors LP ($82.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
N B T Bancorp Inc.
CUSIP
628778102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 193Q1 2024Q2 2024: 184Q2 2024Q3 2024: 216Q3 2024Q4 2024: 217Q4 2024Q1 2025: 230Q1 2025Q2 2025: 251Q2 2025Q3 2025: 262Q3 2025Q4 2025: 278Q4 2025Q1 2026: 297Q1 2026Q2 2026: 285Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions26$49.6M
Exits21$22.8M

Ownership 193 holders

BlackRock Inc. 0.01% Add +2.8% 6,916,147 $253.7M
Vanguard Group Inc. 0.00% Reduce -0.7% 5,602,408 $205.5M
Dimensional Fund Advisors LP 0.02% Add +3.6% 2,250,835 $82.6M
State Street Corp. 0.00% Add +5.0% 2,120,524 $77.8M
Geode Capital Management, LLC 0.00% Add +2.7% 1,056,173 $38.7M
Deprince Race & Zollo Inc. 0.57% New 721,036 $26.4M
Northern Trust Corp. 0.00% Reduce -8.2% 707,321 $25.9M
Charles Schwab Investment Management Inc. 0.00% Add +4.2% 552,705 $20.3M
Goldman Sachs Group Inc. 0.00% Add +0.8% 533,466 $19.6M
Bank of New York Mellon Corp 0.00% Reduce -5.1% 460,535 $16.9M
Fuller & Thaler Asset Management, Inc. 0.06% Reduce -47.1% 405,881 $14.9M
American Century Companies Inc. 0.01% Add +3.3% 390,979 $14.3M
Morgan Stanley 0.00% Reduce -3.3% 356,837 $13.1M
NBT Bank, N.A. 0.80% Add +1.3% 297,434 $10.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.1% 284,806 $10.4M
Norges Bank 0.00% Reduce -13.7% 258,474 $9.5M
Principal Financial Group Inc. 0.01% Reduce -6.4% 244,350 $9.0M
Eagle Asset Management Inc. 0.04% Reduce -8.1% 218,694 $7.9M
Ceredex Value Advisors LLC 0.14% New 214,000 $7.8M
Rhumbline Advisers 0.01% Add +0.3% 146,549 $5.4M
Invesco Ltd. 0.00% Add +7.0% 145,357 $5.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.1% 139,415 $5.1M
Voya Investment Management LLC 0.01% Add +1.9% 134,879 $4.9M
Ameriprise Financial Inc. 0.00% Reduce -4.7% 133,299 $4.9M
Legal & General Group Plc 0.00% Reduce -0.3% 132,573 $4.9M
Commonwealth Equity Services, LLC 0.01% Reduce -0.1% 132,073 $4.8M
Schroder Investment Management Group 0.01% Add +28.8% 131,349 $4.8M
Nuveen Asset Management, LLC 0.00% Reduce -2.3% 118,454 $4.3M
Bank of America Corp. 0.00% Add +2.3% 110,015 $4.0M
Victory Capital Management Inc. 0.00% Add +517.5% 109,850 $4.0M
Credit Suisse AG/ 0.00% Add +8.9% 98,738 $3.6M
Wells Fargo & Company 0.00% Reduce -0.3% 98,655 $3.6M
Public Sector Pension Investment Board 0.03% Reduce -1.2% 96,522 $3.5M
Raymond James & Associates 0.00% Add +29.2% 95,003 $3.5M
Renaissance Technologies 0.01% New 94,739 $3.5M
Swiss National Bank 0.00% No change 92,800 $3.4M
Guggenheim Capital LLC 0.02% Add +19.1% 90,556 $3.3M
Russell Investments Group, Ltd. 0.01% Add +978.7% 90,457 $3.3M
Boothbay Fund Management, LLC 0.10% New 88,134 $3.2M
Alliancebernstein L.P. 0.00% Reduce -48.4% 72,113 $2.6M
JPMorgan Chase & Co. 0.00% Reduce -19.2% 71,034 $2.6M
Barclays PLC 0.00% Reduce -24.9% 70,122 $2.6M
Savant Capital, LLC 0.03% Add +9.8% 70,120 $2.6M
First Trust Advisors LP 0.00% Reduce -44.7% 65,744 $2.4M
Citigroup Inc. 0.00% Add +26.6% 64,345 $2.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -10.9% 56,487 $2.1M
UBS Group AG 0.00% Add +108.5% 55,329 $2.0M
Prudential Financial Inc. 0.00% Reduce -1.4% 53,536 $2.0M
PMC FIG Opportunities LLC 2.89% New 52,500 $1.9M
California State Teachers Retirement System 0.00% Reduce -5.1% 46,957 $1.7M
CANADA LIFE ASSURANCE Co 0.00% Add +8.5% 46,791 $1.7M
Rafferty Asset Management, LLC 0.01% Add +21.3% 45,133 $1.7M
Tompkins Financial Corp. 0.18% Reduce -4.3% 43,633 $1.6M
Texas Permanent School Fund Corp. 0.01% Add +1.3% 41,211 $1.5M
New York State Teachers Retirement System 0.00% Reduce -0.5% 40,876 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 40,850 $1.5M
T. Rowe Price Associates Inc. 0.00% Add +4.4% 40,067 $1.5M
Mendon Capital Advisors Corp. 0.83% No change 40,000 $1.5M
Maltese Capital Management LLC 0.29% Add +87.8% 40,000 $1.5M
Curi Capital, LLC 0.03% No change 40,000 $1.5M
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 37,782 $1.4M
Balyasny Asset Management L.P. 0.00% New 36,127 $1.3M
Voloridge Investment Management, LLC 0.00% New 35,925 $1.3M
Horizon Advisory Services, Inc. 0.59% — 34,781 $1.3M
Mercer Global Advisors Inc. 0.00% Add +0.1% 34,121 $1.3M
State Board of Administration of Florida Retirement System 0.00% Add +150.2% 32,747 $1.1M
Royal Bank of Canada 0.00% Reduce -10.6% 29,942 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -1.0% 28,686 $1.1M
HSBC Holdings PLC 0.00% Reduce -90.0% 26,958 $989K
LPL Financial LLC 0.00% Add +39.4% 26,733 $981K
Cwm, LLC 0.00% Reduce -5.8% 26,441 $970K
Stifel Financial Corp. 0.00% Add +3.3% 26,201 $961K
Illinois Municipal Retirement Fund 0.01% Add +0.6% 26,095 $957K
American International Group, Inc. 0.00% Reduce -0.9% 24,779 $909K
MetLife Investment Management, LLC 0.01% No change 23,930 $878K
Nisa Investment Advisors, LLC 0.01% Reduce -0.7% 23,481 $861K
Louisiana State Employees Retirement System 0.02% Reduce -1.3% 23,300 $855K
BNP Paribas Financial Markets 0.00% Add +51.8% 22,962 $842K
Deutsche Bank AG 0.00% Reduce -0.7% 22,492 $825K
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 22,257 $816K
Assenagon Asset Management S.A. 0.00% New 21,702 $796K
Yousif Capital Management, LLC 0.01% Reduce -9.2% 21,114 $774K
Community Bank, N.A. 0.10% Reduce -3.9% 20,495 $752K
Janus Henderson Group PLC 0.00% Reduce -0.0% 19,886 $729K
Comerica Bank 0.00% Reduce -9.8% 19,497 $715K
Peoples Financial Services Corp. 0.30% No change 19,000 $697K
Bradley Foster & Sargent Inc. 0.01% Reduce -71.8% 18,864 $692K
New York State Common Retirement Fund 0.00% Add +2.1% 18,689 $686K
Beacon Pointe Advisors, LLC 0.01% Reduce -2.2% 17,709 $650K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -27.7% 18,274 $637K
ExodusPoint Capital Management, LP 0.01% New 17,353 $637K
HighTower Advisors, LLC 0.00% Add +1.4% 16,931 $619K
Semanteon Capital Management, LP 0.39% New 16,773 $615K
Resources Management Corp. /CT/ 0.09% Reduce -1.9% 16,500 $605K
Maryland State Retirement & Pension System 0.01% No change 17,114 $569K
J.W. Cole Advisors, Inc. 0.03% Add +0.3% 15,486 $557K
Amalgamated Bank 0.00% Reduce -15.7% 14,693 $539K
Fenimore Asset Management Inc 0.01% No change 14,480 $531K
FMR LLC 0.00% Reduce -1.0% 14,235 $522K
BLB&B Advisors, LLC 0.03% No change 14,056 $516K
Teachers Retirement System of the State of Kentucky 0.00% No change 13,975 $513K
Franklin Resources Inc. 0.00% Reduce -34.8% 13,686 $502K
Campbell & CO Investment Adviser LLC 0.04% Add +124.7% 13,154 $482K
Washington Trust Advisors, Inc. 0.04% No change 13,050 $479K
Arizona State Retirement System 0.00% Reduce -1.7% 12,941 $475K
Envestnet Asset Management Inc. 0.00% Add +12.2% 12,849 $471K
Oregon Public Employees Retirement Fund 0.01% Reduce -8.7% 12,614 $463K
North Star Investment Management Corp. 0.03% No change 12,000 $440K
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.5% 11,919 $437K
Susquehanna International Group, LLP 0.00% Reduce -51.5% 11,895 $436K
State of Tennessee, Department of Treasury 0.00% Reduce -19.6% 11,708 $429K
Osaic Holdings, Inc. 0.00% Reduce -1.6% 10,858 $398K
Howe & Rusling Inc. 0.04% No change 10,832 $397K
Cook Wealth, LLC 0.24% No change 10,827 $395K
Sei Investments Co. 0.00% Add +3.4% 10,393 $381K
Laird Norton Wetherby Wealth Management, LLC 0.02% No change 10,304 $378K
Asset Dedication, LLC 0.03% Add +757.5% 10,204 $375K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.1% 10,169 $373K
Stablepoint Partners, LLC 0.07% No change 9,979 $366K
LSV Asset Management 0.00% Reduce -76.3% 9,900 $363K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -19.4% 9,813 $360K
Inspire Investing, LLC 0.04% Add +7.0% 9,759 $358K
Encompass Wealth Advisors, LLC 0.09% New 9,661 $354K
XTX Topco Ltd 0.05% New 9,309 $341K
Handelsbanken Fonder AB 0.00% No change 9,295 $341K
ProShare Advisors LLC 0.00% Add +7.4% 9,268 $340K
Sherbrooke Park Advisers LLC 0.06% New 8,479 $311K
Millennium Management 0.00% Reduce -67.3% 8,347 $306K
Neuberger Berman Group LLC 0.00% Reduce -10.1% 8,189 $300K
Mutual of America Capital Management LLC 0.00% Reduce -1.6% 8,112 $298K
B. Riley Wealth Advisors, Inc. 0.01% New 9,058 $287K
Portfolio Strategies, Inc. 0.02% No change 7,628 $280K
Amundi 0.00% Add +36.2% 8,357 $278K
Baird Financial Group, Inc. 0.00% Reduce -0.3% 7,285 $267K
Atria Wealth Solutions, Inc. 0.00% Add +0.3% 7,274 $267K
Bank of Montreal 0.00% Reduce -7.3% 7,237 $267K
Quadrant Private Wealth Management, LLC 0.06% No change 6,800 $249K
Cornell Pochily Investment Advisors, Inc. 0.10% Add +0.2% 6,710 $246K
Fagan Associates, Inc. 0.04% No change 6,064 $222K
Pictet Asset Management Holding SA 0.00% No change 6,034 $221K
Jump Financial, LLC 0.01% New 5,956 $218K
SG Americas Securities, LLC 0.00% New 4,842 $178K
Union Savings Bank 0.09% Add +4075.0% 4,843 $178K
Ameritas Investment Partners, Inc. 0.01% No change 4,746 $174K
Quantbot Technologies LP 0.01% New 4,307 $158K
Naples Money Management LLC 0.14% No change 3,724 $137K
Birchbrook, Inc. 0.07% No change 2,991 $110K
Plante Moran Financial Advisors, LLC 0.01% No change 2,991 $110K
Tower Research Capital LLC (TRC) 0.00% Reduce -83.4% 2,567 $94K
Signaturefd, LLC 0.00% No change 2,528 $93K
Metropolitan Life Insurance Co 0.00% Reduce -6.6% 2,426 $89K
Stone House Investment Management, LLC 0.02% No change 2,051 $75K
KBC Group NV 0.00% No change 1,459 $54K
Smartleaf Asset Management LLC 0.01% No change 1,324 $49K
Kelly Financial Services LLC 0.02% Add +0.9% 1,208 $44K
Simplex Trading, LLC 0.00% New 1,154 $42K
Register Financial Advisors LLC 0.01% New 737 $27K
Public Employees Retirement System of Ohio 0.00% Add +4.6% 632 $23K
Planning Capital Management Corp 0.02% Add +1.0% 606 $22K
Global Retirement Partners, LLC 0.00% Add +25.2% 561 $21K
TD Private Client Wealth LLC 0.00% Reduce -38.0% 484 $18K
Blue Trust, Inc. 0.00% Reduce -31.1% 462 $17K
Brown Brothers Harriman & Co. 0.00% No change 406 $15K
Catalyst Funds Management Pty Ltd 0.00% — 390 $14K
Smithfield Trust Co 0.00% No change 375 $14K
Quarry LP 0.01% New 377 $14K
Caldwell Trust Co 0.00% No change 372 $14K
GAMMA Investing LLC 0.00% Reduce -32.0% 371 $14K
Arrow Financial Corp 0.00% No change 365 $13K
McIlrath & Eck, LLC 0.00% Add +0.6% 365 $13K
Assetmark, Inc. 0.00% Reduce -12.4% 317 $12K
Spire Wealth Management 0.00% No change 200 $7K
First Horizon Advisors, Inc. 0.00% Add +21.0% 144 $5K
Bartlett & Co. Wealth Management LLC 0.00% No change 138 $5K
AllSquare Wealth Management LLC 0.00% No change 62 $2K
Northwestern Mutual Wealth Management Co. 0.00% New 58 $2K
Bessemer Group Inc. 0.00% Reduce -93.0% 45 $2K
Versant Capital Management, Inc 0.00% No change 47 $2K
Parkside Financial Bank & Trust 0.00% Reduce -55.0% 45 $2K
Parallel Advisors, LLC 0.00% No change 37 $1K
Eagle Bay Advisors LLC 0.00% New 35 $1K
AlphaQuest LLC 0.00% New 35 $1K
Farmers & Merchants Investments Inc. 0.00% No change 29 $1K
UMB Bank, n.a. 0.00% New 28 $1K
EverSource Wealth Advisors, LLC 0.00% No change 26 $910
Avior Wealth Management, LLC 0.00% New 24 $880
Farther Finance Advisors, LLC 0.00% No change 18 $648
Quadrant Capital Group LLC 0.00% No change 17 $624
Abound Wealth Management 0.00% No change 13 $477
Rothschild Investment LLC 0.00% New 5 $183
JFS Wealth Advisors, LLC 0.00% No change 4 $147
SJS Investment Consulting Inc. 0.00% No change 4 $147
Covestor Ltd 0.00% Reduce -20.0% 4 $0

"% of holder's portfolio" is NBTB's weight in each manager's 13F, not the share of N B T Bancorp Inc. the manager owns.