NBT Bancorp Inc (NBTB) Ownership

50.45 ↑1.12 (2.27%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of NBT Bancorp Inc (NBTB), owning a total of 6.8 million shares. Combined, the top 32 institutional holders of NBTB own 61.22% of the company with a total of 28.8 million shares.

In the latest ownership report on September 30th 2024, the top 32 institutional holders increased their combined ownership of NBTB by 80 thousand shares. 1 institutions bought 89,800 total additional shares and increased their ownership by an average of 40.91%. However 1 institutions sold 10,163 total shares and decreased their ownership by an average of 4.37%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of NBT Bancorp increased by a net total of 79,637 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Ceredex Value Advisors LLC	0.656%	40.911%	309,300	89,800	2024-09-30
Principal Financial Group Inc	0.471%	-4.372%	222,304	-10,163	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.338%	-2.207%	6,763,531	-152,616	2024-06-30
Vanguard Group Inc	11.781%	-0.808%	5,557,156	-45,252	2024-06-30
Dimensional Fund Advisors, Inc.	4.870%	2.066%	2,297,333	46,498	2024-06-30
State Street Corporation	4.495%	5.005%	2,120,524	101,068	2024-03-31
State Street Corp	4.413%	-1.836%	2,081,599	-38,925	2024-06-30
Geode Capital Management, LLC	2.348%	4.886%	1,107,782	51,609	2024-06-30
DePrince Race & Zollo Inc	1.756%	14.896%	828,440	107,404	2024-06-30
Victory Capital Management Inc.	1.491%	540.224%	703,286	593,436	2024-06-30
Northern Trust Corp	1.468%	-2.112%	692,381	-14,940	2024-06-30
Morgan Stanley - Brokerage Accounts	1.381%	-8.750%	651,226	-62,448	2024-06-30
Bank of New York Mellon Corp	1.335%	36.736%	629,715	169,180	2024-06-30
Charles Schwab Investment Management Inc	1.226%	4.639%	578,342	25,637	2024-06-30
Goldman Sachs Group Inc	1.017%	-10.075%	479,721	-53,745	2024-06-30
Fuller & Thaler Asset Management Inc	0.861%	0.020%	405,962	81	2024-06-30
American Century Companies Inc	0.825%	-0.504%	389,009	-1,970	2024-06-30
Ceredex Value Advisors LLC	0.656%	40.911%	309,300	89,800	2024-09-30
NBT Bank National Association	0.608%	-3.566%	286,829	-10,605	2024-06-30
Manufacturers Life Insurance Co	0.604%	-0.040%	284,691	-115	2024-06-30
HSBC Holdings PLC	0.572%	0.000%	269,565	269,565	2023-12-31
TD Global Investment Solutions	0.539%	-8.833%	231,200	-22,400	2022-12-31
Principal Financial Group Inc	0.471%	-4.372%	222,304	-10,163	2024-09-30
TD Asset Management Inc	0.510%	-5.277%	219,000	-12,200	2023-03-31
Eagle Asset Management, Inc.	0.456%	-1.714%	214,946	-3,748	2024-06-30
Robeco Institutional Asset Management BV	0.495%	49.985%	212,526	70,828	2022-12-31
NORGES BANK	0.440%	-30.654%	207,605	-91,769	2024-06-30
Millennium Management LLC	0.366%	413.572%	172,170	138,646	2023-06-30
Ameriprise Financial Inc	0.336%	-1.330%	158,274	-2,133	2023-09-30
Nuveen Asset Management, LLC	0.333%	-16.827%	156,901	-31,744	2023-06-30
JPMorgan Chase & Co	0.313%	-40.473%	147,212	-100,090	2023-03-31
Rhumbline Advisers	0.311%	0.010%	146,563	14	2024-06-30
Amvescap Plc.	0.308%	6.968%	145,357	9,468	2024-03-31
AllianceBernstein L.P.	0.297%	-30.271%	139,864	-60,719	2023-12-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of NBT Bancorp Inc (NBTB), owning a total of 3 million shares. Combined, the top 36 mutual fund holders of NBTB own 43.54% of the company with a total of 20.5 million shares.

In the latest ownership report on October 31st 2024, the top 36 fund holders increased their combined ownership of NBTB by 7 thousand shares. 1 funds bought 3,160 total additional shares and increased their ownership by an average of 0.76%. However 1 funds sold 10,100 total shares and decreased their ownership by an average of 3.33%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding NBT Bancorp decreased by a net total of -6,940 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.345%	0.000%	2,992,903	0	2024-10-31
iShares Russell 2000 ETF	2.456%	0.000%	1,158,725	0	2024-10-31
iShares S&P Small-Cap 600 Value ETF	1.037%	0.000%	489,070	0	2024-10-31
iShares Russell 2000 Value ETF	0.912%	0.000%	430,107	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.886%	0.762%	418,038	3,160	2024-10-31
Dimensional US Targeted Value ETF	0.699%	0.000%	329,938	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.622%	-3.329%	293,341	-10,100	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.345%	0.000%	2,992,903	0	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.995%	0.120%	1,412,935	1,695	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.679%	0.720%	1,261,467	9,021	2023-03-31
iShares Russell 2000 ETF	2.456%	0.000%	1,158,725	0	2024-10-31
Vanguard Small Cap Index	2.381%	-0.730%	1,123,391	-8,259	2024-09-30
Vanguard Small Cap Value Index Inv	1.610%	-0.152%	759,566	-1,157	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.520%	-3.150%	717,085	-23,322	2024-09-30
Fuller & Thaler Behavioral Sm-Cp Eq R6	1.511%	29.445%	711,391	161,820	2023-09-30
Fuller & Thaler Behavioral Small-Cap Eq	1.511%	0.000%	711,391	0	2023-11-30
Vanguard Extended Market Index Investor	1.392%	0.452%	655,465	2,950	2023-08-31
iShares S&P Small-Cap 600 Value ETF	1.037%	0.000%	489,070	0	2024-10-31
iShares S&P Small-Cap 600 Growth ETF	1.022%	0.000%	481,274	0	2023-11-30
Fidelity Small Cap Index	0.999%	-2.545%	471,107	-12,305	2024-08-31
Fidelity® Small Cap Index	0.940%	2.945%	442,685	12,664	2023-10-31
iShares Russell 2000 Value ETF	0.912%	0.000%	430,107	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.886%	0.762%	418,038	3,160	2024-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.885%	-0.142%	417,254	-595	2024-05-30
American Beacon Small Cp Val R5	0.883%	1.153%	416,729	4,749	2024-08-31
FullerThaler Behavioral Sm-Cp Eq R6	0.809%	0.000%	381,638	0	2024-06-30
FullerThaler Behavioral Small-Cap Equity	0.809%	0.000%	381,638	0	2024-08-31
DFA US Targeted Value I	0.756%	0.000%	356,388	0	2024-09-30
Vanguard Tax-Managed Small Cap Adm	0.711%	-2.439%	335,176	-8,378	2024-09-30
DFA US Micro Cap I	0.707%	0.000%	333,653	0	2024-09-30
Dimensional US Targeted Value ETF	0.699%	0.000%	329,938	0	2024-10-31
Ceredex Small Cap Value Equity	0.649%	40.828%	306,300	88,800	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.622%	-3.329%	293,341	-10,100	2024-10-31
DFA US Small Cap I	0.615%	0.000%	290,148	0	2024-09-30
Fidelity Extended Market Index	0.607%	1.004%	286,434	2,848	2024-08-31
SPDR® S&P 600 Small Cap Value ETF	0.606%	0.000%	285,825	0	2024-08-31
Avantis® U.S. Small Cap Value ETF	0.668%	0.000%	285,562	0	2023-07-29
Avantis US Small Cap Value ETF	0.603%	0.000%	284,595	0	2024-07-31
SPDR® S&P Regional Banking ETF	0.587%	8.564%	276,456	21,809	2023-11-30
Vanguard Dividend Appreciation ETF	0.580%	0.638%	272,927	1,729	2023-12-31
SPDR® S&P 600 Small Cap Growth ETF	0.516%	0.150%	243,138	364	2023-08-31
Fidelity® Extended Market Index	0.518%	0.000%	222,296	0	2023-02-28
Northern Small Cap Value	0.509%	-2.077%	218,008	-4,623	2022-12-31