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NBTB — NBT BANCORP INC

Reported value held$1.05B
Funds holding (latest)40
SectorFinancials
Funds holding (Q2 2026)30
Institutional value$788.58M · 16.05M sh
New / Add / Cut / Exit1 / 16 / 11 / 5
Top-5 / Top-10 concentration74.8% / 86.8%
Institutional holdings change Accumulating +13.4% (+1.89M sh)
Institutional value change Up +31.4%

As of Q2 2026, 30 SEC-registered investment managers reported holding NBTB (NBT BANCORP INC) in their latest 13F filings, with a combined reported value of $788.58M across 16.05M shares. That is +13.4% by share count (+1.89M shares) versus the previous quarter, while reported value moved +31.4%. Ownership is concentrated: the five largest holders account for 74.8% of reported value and the top ten for 86.8%.

Compared with the prior quarter, 1 opened new positions, 16 added to existing stakes, 11 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

NBTB is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 30 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 7.48M $369.18M 0.01% Add
Fidelity Management & Research (FMR) history 1.74M $85.80M 0.00% Add
Geode Capital Management history 1.39M $68.80M 0.00% Add
Northern Trust Corp history 719.02K $35.50M 0.00% Add
Charles Schwab Investment Management history 611.64K $30.20M 0.00% Reduce
Manulife Financial history 559.70K $27.63M 0.02% Hold
BNY Mellon history 459.48K $22.68M 0.00% Add
Morgan Stanley history 410.35K $20.26M 0.00% Reduce
Principal Global Investors history 251.36K $12.41M 0.01% Reduce
Two Sigma Investments history 240.82K $11.89M 0.01% Add
Citadel Advisors history 219.09K $10.82M 0.00% Reduce
UBS Group AG history 215.14K $10.62M 0.00% Add
JPMorgan Chase & Co history 202.25K $10.06M 0.00% New
AQR Capital Management history 178.84K $8.83M 0.00% Add
PSP Investments history 178.70K $8.82M 0.02% Reduce
Goldman Sachs Group history 163.44K $8.07M 0.00% Reduce
Invesco Ltd history 151.57K $7.48M 0.00% Reduce
Bank of America Corp history 124.97K $6.17M 0.00% Reduce
Legal & General Investment Management America history 122.28K $6.04M 0.00% Reduce
Arrowstreet Capital history 122.14K $6.03M 0.00% Add
Wells Fargo & Co history 119.93K $5.92M 0.00% Add
D. E. Shaw & Co history 70.74K $3.49M 0.00% Add
Deutsche Bank AG history 55.96K $2.76M 0.00% Add
Prudential Financial history 54.42K $2.69M 0.00% Add
Citigroup Inc history 47.22K $2.33M 0.00% Add
Franklin Resources history 34.15K $1.69M 0.00% Add
PNC Financial Services history 32.22K $1.59M 0.00% Reduce
CPP Investments history 9.70K $478.89K 0.00% Hold
Amundi US history 6.92K $341.64K 0.00% Reduce
T. Rowe Price Associates history 81.75K $4.04K 0.00% Add

Q1 2026 — 34 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 7.40M $315.10M 0.01% Hold
Geode Capital Management history 1.33M $56.63M 0.00% Add
Northern Trust Corp history 683.48K $29.10M 0.00% Add
Charles Schwab Investment Management history 615.59K $26.21M 0.00% Hold
Manulife Financial history 560.26K $23.86M 0.02% Add
BNY Mellon history 452.92K $19.29M 0.00% Reduce
Morgan Stanley history 443.60K $18.89M 0.00% Reduce
Goldman Sachs Group history 260.92K $11.11M 0.00% Add
Citadel Advisors history 255.45K $10.88M 0.00% Add
Principal Global Investors history 254.34K $10.83M 0.01% Add
PSP Investments history 187.14K $7.97M 0.03% Add
UBS Group AG history 186.22K $7.93M 0.00% Add
AQR Capital Management history 172.61K $7.35M 0.00% Add
Bank of America Corp history 161.74K $6.89M 0.00% Add
Invesco Ltd history 161.01K $6.86M 0.00% Add
Two Sigma Investments history 155.80K $6.63M 0.01% Add
Fidelity Management & Research (FMR) history 130.49K $5.56M 0.00% Add
Legal & General Investment Management America history 124.05K $5.28M 0.00% Reduce
Millennium Management history 88.16K $3.75M 0.00% Add
Wells Fargo & Co history 86.71K $3.69M 0.00% Reduce
Arrowstreet Capital history 57.72K $2.46M 0.00% Add
Prudential Financial history 53.88K $2.29M 0.00% Add
Deutsche Bank AG history 48.78K $2.08M 0.00% Add
PNC Financial Services history 34.28K $1.46M 0.00% Reduce
Renaissance Technologies history 33.47K $1.43M 0.00% Reduce
Franklin Resources history 33.37K $1.42M 0.00% Reduce
Citigroup Inc history 31.91K $1.36M 0.00% Reduce
Janus Henderson Group history 23.31K $992.89K 0.00% Hold
Balyasny Asset Management history 19.61K $834.82K 0.00% New
D. E. Shaw & Co history 15.62K $665.06K 0.00% Reduce
CPP Investments history 9.70K $413.03K 0.00% Hold
Amundi US history 8.50K $361.80K 0.00% Add
Point72 Asset Management history 8.46K $360.40K 0.00% Reduce
T. Rowe Price Associates history 70.51K $3.00K 0.00% Add

Q4 2025 — 36 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 7.40M $307.34M 0.01% Add
Vanguard Group history 6.05M $251.13M 0.00% Hold
Geode Capital Management history 1.27M $52.86M 0.00% Hold
Northern Trust Corp history 669.27K $27.79M 0.00% Reduce
Charles Schwab Investment Management history 613.70K $25.48M 0.00% Reduce
Morgan Stanley history 535.91K $22.25M 0.00% Add
BNY Mellon history 463.02K $19.22M 0.00% Reduce
Manulife Financial history 431.94K $17.93M 0.01% Reduce
JPMorgan Chase & Co history 259.72K $10.78M 0.00% Reduce
Principal Global Investors history 249.34K $10.35M 0.01% Reduce
Goldman Sachs Group history 242.59K $10.07M 0.00% Add
PSP Investments history 181.09K $7.52M 0.03% Reduce
UBS Group AG history 172.23K $7.15M 0.00% Add
Invesco Ltd history 158.48K $6.58M 0.00% Reduce
Legal & General Investment Management America history 133.91K $5.56M 0.00% Reduce
Wells Fargo & Co history 132.45K $5.50M 0.00% Add
Bank of America Corp history 122.08K $5.07M 0.00% Reduce
Citadel Advisors history 111.67K $4.64M 0.00% Add
Millennium Management history 85.23K $3.54M 0.00% Reduce
Franklin Resources history 62.57K $2.60M 0.00% Reduce
Renaissance Technologies history 61.77K $2.56M 0.00% Reduce
AQR Capital Management history 58.67K $2.44M 0.00% Add
Two Sigma Investments history 55.84K $2.32M 0.00% Add
Prudential Financial history 48.96K $2.03M 0.00% Reduce
Fidelity Management & Research (FMR) history 45.92K $1.91M 0.00% Add
Arrowstreet Capital history 44.95K $1.87M 0.00% Reduce
Point72 Asset Management history 44.48K $1.85M 0.00% New
Deutsche Bank AG history 43.24K $1.80M 0.00% Add
PNC Financial Services history 36.32K $1.51M 0.00% Hold
D. E. Shaw & Co history 35.10K $1.46M 0.00% New
Citigroup Inc history 35.00K $1.45M 0.00% Reduce
Marshall Wace history 25.18K $1.05M 0.00% New
Janus Henderson Group history 23.31K $967.25K 0.00% Hold
CPP Investments history 9.70K $402.74K 0.00% New
Amundi US history 7.52K $312.11K 0.00% Reduce
T. Rowe Price Associates history 60.40K $2.51K 0.00% Add

Q3 2025 — 33 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 7.25M $302.76M 0.01% Reduce
Vanguard Group history 6.06M $253.17M 0.00% Hold
Geode Capital Management history 1.27M $53.20M 0.00% Reduce
Northern Trust Corp history 706.95K $29.52M 0.00% Reduce
Charles Schwab Investment Management history 623.33K $26.03M 0.00% Add
BNY Mellon history 503.97K $21.05M 0.00% Reduce
Morgan Stanley history 458.17K $19.13M 0.00% Reduce
Manulife Financial history 443.60K $18.52M 0.02% Reduce
JPMorgan Chase & Co history 334.91K $13.99M 0.00% Add
Principal Global Investors history 252.91K $10.56M 0.01% Reduce
Millennium Management history 248.05K $10.36M 0.01% Add
PSP Investments history 204.32K $8.53M 0.03% Add
Invesco Ltd history 175.98K $7.35M 0.00% Add
Goldman Sachs Group history 173.33K $7.24M 0.00% Add
Bank of America Corp history 161.55K $6.75M 0.00% Add
Legal & General Investment Management America history 138.50K $5.78M 0.00% Reduce
UBS Group AG history 118.66K $4.96M 0.00% Reduce
Wells Fargo & Co history 116.59K $4.87M 0.00% Add
Franklin Resources history 86.26K $3.60M 0.00% Reduce
Renaissance Technologies history 69.37K $2.90M 0.00% Reduce
Arrowstreet Capital history 56.09K $2.34M 0.00% Reduce
Prudential Financial history 52.71K $2.20M 0.00% Reduce
Two Sigma Investments history 41.49K $1.73M 0.00% Reduce
Deutsche Bank AG history 41.16K $1.72M 0.00% Add
Citigroup Inc history 39.06K $1.63M 0.00% Reduce
Fidelity Management & Research (FMR) history 38.94K $1.63M 0.00% Add
PNC Financial Services history 36.27K $1.51M 0.00% Hold
AQR Capital Management history 29.96K $1.25M 0.00% Add
Citadel Advisors history 25.62K $1.07M 0.00% Add
Janus Henderson Group history 23.31K $972.84K 0.00% Hold
Balyasny Asset Management history 18.88K $788.60K 0.00% Reduce
Amundi US history 9.43K $393.77K 0.00% Add
T. Rowe Price Associates history 55.26K $2.31K 0.00% Add

Q2 2025 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 7.43M $308.72M 0.01% Add
Vanguard Group history 6.07M $252.37M 0.00% Add
Geode Capital Management history 1.30M $53.97M 0.00% Add
Northern Trust Corp history 723.06K $30.04M 0.00% Add
Charles Schwab Investment Management history 619.09K $25.72M 0.00% Add
BNY Mellon history 514.10K $21.36M 0.00% Reduce
Morgan Stanley history 492.70K $20.47M 0.00% Add
Manulife Financial history 451.05K $18.74M 0.02% Add
UBS Group AG history 317.02K $13.17M 0.00% Add
JPMorgan Chase & Co history 264.32K $10.98M 0.00% Add
Principal Global Investors history 259.37K $10.78M 0.01% Add
PSP Investments history 178.40K $7.41M 0.03% Add
Goldman Sachs Group history 167.75K $6.97M 0.00% Add
Bank of America Corp history 145.35K $6.04M 0.00% Add
Legal & General Investment Management America history 143.90K $5.98M 0.00% Add
Invesco Ltd history 137.18K $5.70M 0.00% Reduce
Wells Fargo & Co history 113.97K $4.74M 0.00% Add
Renaissance Technologies history 100.57K $4.18M 0.01% Add
Franklin Resources history 91.96K $3.82M 0.00% Reduce
Arrowstreet Capital history 86.92K $3.61M 0.00% New
Citigroup Inc history 77.93K $3.24M 0.00% Reduce
Prudential Financial history 54.13K $2.64M 0.00% Add
Two Sigma Investments history 43.30K $1.80M 0.00% Reduce
Norges Bank Investment Management history 39.62K $1.65M 0.00% Reduce
Millennium Management history 37.35K $1.55M 0.00% Reduce
Balyasny Asset Management history 37.02K $1.54M 0.00% New
PNC Financial Services history 36.23K $1.51M 0.00% Reduce
Deutsche Bank AG history 35.97K $1.49M 0.00% Reduce
Fidelity Management & Research (FMR) history 34.85K $1.45M 0.00% Add
Janus Henderson Group history 23.31K $969.00K 0.00% Add
Marshall Wace history 17.68K $734.81K 0.00% Add
AQR Capital Management history 16.32K $678.10K 0.00% Add
Citadel Advisors history 12.00K $498.60K 0.00% Reduce
Amundi US history 8.62K $374.54K 0.00% New
T. Rowe Price Associates history 52.85K $2.20K 0.00% Add

Q1 2025 — 31 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 6.85M $294.03M 0.01% Add
Vanguard Group history 5.52M $236.73M 0.00% Reduce
Geode Capital Management history 1.17M $50.29M 0.00% Add
Northern Trust Corp history 717.92K $30.80M 0.01% Reduce
Charles Schwab Investment Management history 583.04K $25.01M 0.01% Reduce
BNY Mellon history 538.46K $23.10M 0.01% Reduce
Morgan Stanley history 408.61K $17.53M 0.00% Reduce
Manulife Financial history 276.41K $11.86M 0.01% Add
JPMorgan Chase & Co history 253.02K $10.85M 0.00% Reduce
UBS Group AG history 244.82K $10.50M 0.00% Reduce
Principal Global Investors history 234.85K $10.08M 0.01% Add
Goldman Sachs Group history 150.55K $6.46M 0.00% Reduce
PSP Investments history 149.59K $6.42M 0.03% Add
Invesco Ltd history 144.38K $6.19M 0.00% Reduce
Legal & General Investment Management America history 129.13K $5.54M 0.00% Reduce
Wells Fargo & Co history 101.61K $4.36M 0.00% Reduce
Franklin Resources history 92.90K $3.99M 0.00% Add
Citigroup Inc history 87.77K $3.77M 0.00% Reduce
Bank of America Corp history 86.65K $3.72M 0.00% Add
Two Sigma Investments history 61.61K $2.64M 0.01% New
Citadel Advisors history 55.18K $2.37M 0.00% Reduce
Prudential Financial history 46.28K $2.28M 0.00% Reduce
Millennium Management history 51.43K $2.21M 0.00% Reduce
Renaissance Technologies history 37.84K $1.62M 0.00% Add
PNC Financial Services history 36.52K $1.57M 0.00% Hold
Deutsche Bank AG history 36.35K $1.56M 0.00% Reduce
Fidelity Management & Research (FMR) history 31.70K $1.36M 0.00% Add
Janus Henderson Group history 19.65K $846.33K 0.00% Hold
AQR Capital Management history 13.63K $584.73K 0.00% Add
Marshall Wace history 12.39K $531.40K 0.00% New
T. Rowe Price Associates history 46.95K $2.02K 0.00% Add

View all 40 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 7.48M 7.40M 7.40M 7.25M 7.43M 6.85M 6.78M 6.88M — — — — — — — — — — — —
Fidelity Management & Research (FMR) 1.74M 130.49K 45.92K 38.94K 34.85K 31.70K 24.87K 17.61K 15.22K 14.23K 14.38K 51.89K 57.67K 39.51K 39.91K 25.11K 18.71K 18.53K 10 11
Geode Capital Management 1.39M 1.33M 1.27M 1.27M 1.30M 1.17M 1.11M 1.12M 1.11M 1.06M 1.03M 979.44K 870.07K 848.28K 809.32K 780.35K 764.90K 771.30K 741.45K 743.31K
Northern Trust Corp 719.02K 683.48K 669.27K 706.95K 723.06K 717.92K 726.41K 692.56K 692.38K 707.32K 770.41K 741.14K 701.23K 706.43K 725.30K 719.06K 720.41K 732.87K 757.24K 767.61K
Charles Schwab Investment Management 611.64K 615.59K 613.70K 623.33K 619.09K 583.04K 595.35K 585.64K 578.34K 552.71K 530.21K 504.68K 453.01K 450.21K 441.95K 443.12K 432.48K 426.57K 412.57K 401.88K
Manulife Financial 559.70K 560.26K 431.94K 443.60K 451.05K 276.41K 273.17K 277.73K 284.69K 284.81K 293.86K 289.63K 283.40K 282.10K 287.79K 235.83K 241.54K 243.64K 243.94K 240.18K
BNY Mellon 459.48K 452.92K 463.02K 503.97K 514.10K 538.46K 683.25K 607.56K 629.72K 460.54K 485.41K 513.54K 481.67K 499.95K 546.05K 534.62K 529.32K 561.25K 565.22K 597.53K
Morgan Stanley 410.35K 443.60K 535.91K 458.17K 492.70K 408.61K 444.35K 494.12K 325.61K 356.84K 369.07K 330.36K 349.84K 423.83K 352.44K 309.38K 311.42K 210.03K 211.15K 226.61K
Principal Global Investors 251.36K 254.34K 249.34K 252.91K 259.37K 234.85K 228.70K 222.30K 232.47K 244.35K 261.03K 265.42K 251.05K 268.51K 273.12K 264.16K 264.62K 286.50K 288.86K 295.80K
Two Sigma Investments 240.82K 155.80K 55.84K 41.49K 43.30K 61.61K — — 37.39K — — — — 14.24K 37.35K 38.30K 60.83K 26.48K 47.72K 79.44K
Citadel Advisors 219.09K 255.45K 111.67K 25.62K 12.00K 55.18K 91.47K 57.19K 11.76K 15.00K 13.10K 13.46K 12.59K 48.66K 26.53K 35.40K 30.33K 60.90K 21.60K 75.08K
UBS Group AG 215.14K 186.22K 172.23K 118.66K 317.02K 244.82K 346.55K 41.15K 35.28K 55.33K 26.54K 7.49K 29.31K 29.91K 28.74K 16.58K 2.84K 21.91K 28.49K 16.68K
JPMorgan Chase & Co 202.25K — 259.72K 334.91K 264.32K 253.02K 376.85K 92.58K 55.11K 71.03K 87.87K 93.80K 134.85K 94.19K 247.30K 54.33K 55.01K 136.80K 203.79K 38.18K
AQR Capital Management 178.84K 172.61K 58.67K 29.96K 16.32K 13.63K 9.40K 6.82K 5.54K — 5.32K 6.33K 7.53K 17.81K 46.19K 52.93K 48.45K 37.91K 67.91K 70.49K
PSP Investments 178.70K 187.14K 181.09K 204.32K 178.40K 149.59K 117.49K 100.11K 103.70K 96.52K 97.72K 58.38K 76.16K 75.34K 77.94K 78.52K 79.28K 80.91K 88.29K 87.57K
Goldman Sachs Group 163.44K 260.92K 242.59K 173.33K 167.75K 150.55K 392.34K 470.90K 479.72K 533.47K 528.97K 509.88K 544.07K 515.62K 487.74K 378.43K 436.13K 184.81K 160.55K 112.23K
Invesco Ltd 151.57K 161.01K 158.48K 175.98K 137.18K 144.38K 150.82K 150.00K 143.12K 145.36K 135.89K 147.81K 254.27K 301.34K 319.74K 320.19K 286.97K 316.06K 119.83K 122.85K
Bank of America Corp 124.97K 161.74K 122.08K 161.55K 145.35K 86.65K 78.75K 107.82K 113.84K 110.02K 107.58K 95.25K 66.34K 48.03K 42.73K 22.93K 31.11K 52.87K 96.42K 84.57K
Legal & General Investment Management America 122.28K 124.05K 133.91K 138.50K 143.90K 129.13K 131.34K 137.73K 137.34K 131.30K 133.01K 132.17K 126.78K 125.37K 123.36K 121.99K 120.37K 121.68K 122.54K 119.10K
Arrowstreet Capital 122.14K 57.72K 44.95K 56.09K 86.92K — — 21.11K — — — — — 13.02K — — — — — 19.20K

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