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NBT BANCORP INC hedge fund holdings

NBTBNASDAQ
$51.53+0.79 (+1.56%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

NBTB · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+25.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202511761$151M$33.5M234Aug 14, 2025
Q3 20256671$63.4M$77.9M249Nov 14, 2025
Q4 20257974$73M$70.6M265Feb 14, 2026
Q1 20269665$66M$87.7M284May 15, 2026
Q2 20268679$178M$70.2M269Aug 14, 2026

Quarterly action breakdown

Q2 2026
269 filers
New position
23
$5.68M+115K sh
Increased
63
$172M+3.49M sh
Reduced
49
-$46.7M-947K sh
Out / sold
30
-$23.5M-476K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
PL Capital Advisors, LLCReduce 64.89%-$6.66M$3.61M1.00%Jul 31, 2026
Endeavour Capital Advisors IncSell 100%-$2.67M$00.00%Aug 7, 2026
Silvercrest Asset Management Group LLCReduce 6.50%-$2.22M$32M0.21%Aug 14, 2026
Empowered Funds, LLCAdded 112.64%+$2.02M$3.81M0.02%Aug 17, 2026
Edgestream Partners, L.P.Added 48.30%+$2.01M$6.17M0.18%Aug 11, 2026
Linden Thomas Advisory Services, LLCNew Buy+$1.78M$1.78M0.14%Jul 16, 2026
Quantinno Capital Management LPAdded 307.05%+$1.59M$2.1M0.00%Aug 13, 2026
Mission Wealth Management, LPNew Buy+$1.34M$1.34M0.02%Jul 20, 2026
Numerai GP LLCReduce 83.48%-$1.3M$257K0.02%Aug 14, 2026
Great Lakes Advisors, LLCReduce 84.81%-$1.2M$215K0.00%Aug 10, 2026
Lido Advisors, LLCReduce 79.65%-$940K$240K0.00%Aug 7, 2026
Susquehanna Portfolio Strategies, LLCSell 100%-$910K$00.00%Aug 14, 2026
Campbell & CO Investment Adviser LLCSell 100%-$865K$00.00%Aug 3, 2026
Curi Capital, LLCReduce 65.93%-$741K$383K0.01%Aug 14, 2026
First Trust Advisors LPAdded 12.99%+$723K$6.29M0.00%Aug 11, 2026
IFG Advisory, LLCNew Buy+$547K$547K0.02%Aug 14, 2026
Thrivent Financial for LutheransReduce 15.01%-$522K$2.96M0.01%Aug 14, 2026
Ceredex Value Advisors LLCAdded 3.24%+$430K$13.7M0.38%Aug 11, 2026
State of Alaska, Department of RevenueReduce 30.88%-$428K$958K0.01%Jul 20, 2026
Public Sector Pension Investment BoardReduce 4.51%-$417K$8.82M0.02%Aug 13, 2026
&PartnersNew Buy+$413K$413K0.00%Aug 14, 2026
Voloridge Investment Management, LLCReduce 31.86%-$338K$722K0.00%Aug 14, 2026
Jain Global LLCNew Buy+$320K$320K0.00%Aug 14, 2026
Quadrant Private Wealth Management, LLCSell 100%-$290K$00.00%Jul 30, 2026
Guggenheim Capital LLCReduce 19.48%-$282K$1.16M0.01%Aug 12, 2026
Inceptionr LLCNew Buy+$258K$258K0.06%Aug 11, 2026
Mgo One Seven LLCReduce 10.69%-$256K$2.14M0.04%Jul 31, 2026
Horizon Investments, LLCAdded 21.75%+$237K$1.33M0.01%Aug 13, 2026
Bayview Asset Management, LLCSell 100%-$220K$00.00%Aug 14, 2026
Freestone Grove Partners LPNew Buy+$215K$215K0.00%Aug 14, 2026
Teza Capital Management LLCSell 100%-$209K$00.00%Aug 14, 2026
Profund Advisors LLCNew Buy+$207K$207K0.01%Aug 11, 2026
Buffalo Business & Estate Services LtdSell 100%-$202K$00.00%Jul 23, 2026
Fidelity D & D Bancorp IncSell 100%-$200K$00.00%Aug 6, 2026
Aigen Investment Management, LPAdded 58.44%+$149K$405K0.11%Aug 14, 2026
CANADA LIFE ASSURANCE CoReduce 6.33%-$140K$2.07M0.00%Aug 13, 2026
Baird Financial Group, Inc.Added 6.14%+$130K$2.25M0.00%Aug 12, 2026
Union Savings BankReduce 40.50%-$126K$185K0.07%Jul 23, 2026
Rafferty Asset Management, LLCReduce 9.93%-$119K$1.08M0.00%Aug 14, 2026
HBK Sorce Advisory LLCReduce 19.34%-$106K$444K0.01%Aug 6, 2026
Inspire Investing, LLCAdded 14.56%+$86.5K$681K0.03%Aug 12, 2026
Amova Asset Management Americas, Inc.New Buy+$78.2K$78.2K0.00%Aug 13, 2026
Fenimore Asset Management IncReduce 7.77%-$55.5K$659K0.01%Jul 14, 2026
Flagship Wealth Advisors, LLCNew Buy+$49.4K$49.4K0.01%Jul 27, 2026
NBT Bank, N.A.Added 0.38%+$48.3K$12.9M0.86%Jul 29, 2026
Pinnacle Wealth Planning Services, Inc.Reduce 43.05%-$47.8K$63.3K0.01%Aug 7, 2026
Resources Management Corp /Ct/Sell 100%-$44K$00.00%Aug 14, 2026
Illinois Municipal Retirement FundReduce 2.54%-$34.8K$1.34M0.02%Aug 12, 2026
Washington Trust Advisors, Inc.Added 5.36%+$34.2K$673K0.05%Jul 29, 2026
Tompkins Financial CorpReduce 1.80%-$34K$1.85M0.13%Jul 15, 2026
Concurrent Investment Advisors, LLCAdded 12.54%+$32.4K$291K0.00%Jul 27, 2026
Howe & Rusling IncAdded 6.03%+$32.2K$567K0.03%Aug 10, 2026
Keybank National AssociationAdded 10.28%+$29.3K$315K0.00%Jul 28, 2026
Stone House Investment Management, LLCAdded 9.02%+$23K$278K0.04%Aug 5, 2026
Schroder Investment Management GroupReduce 0.26%-$19.6K$7.63M0.01%Aug 13, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Added 35.06%+$16.4K$63.1K0.00%Aug 13, 2026
Commonwealth Retirement Investments LLCNew Buy+$15.2K$15.2K0.00%Aug 3, 2026
Pictet Asset Management Holding SAReduce 3.76%-$13.9K$356K0.00%Jul 30, 2026
Ascent Wealth Partners, LLCReduce 4.86%-$12.8K$251K0.03%Jul 31, 2026
Destiny Wealth Partners, LLCSell 100%-$12.5K$00.00%Aug 7, 2026
Greenwood Capital Associates LLCReduce 2.16%-$12.1K$549K0.05%Jul 28, 2026
United Capital Financial Advisors, LLCReduce 2.10%-$9.87K$460K0.00%Aug 17, 2026
Oregon Public Employees Retirement FundReduce 1.67%-$9.87K$583K0.01%Jul 29, 2026
Leigh Baldwin & Co., LLCReduce 1.26%-$9.48K$741K0.40%Aug 13, 2026
Note Advisors, LLCAdded 0.95%+$8.34K$891K0.39%Aug 14, 2026
First Citizens Bank & Trust CoReduce 2.25%-$7.6K$331K0.00%Jul 13, 2026
Envestnet Portfolio Solutions, Inc.Reduce 2.16%-$7.06K$320K0.00%Jul 20, 2026
Aster Capital Management (DIFC) LtdSell 100%-$6.56K$00.00%Aug 14, 2026
Sound Income Strategies, LLCSell 100%-$6.3K$00.00%Jul 20, 2026
Stablepoint Partners, LLCReduce 0.98%-$5.43K$549K0.08%Jul 9, 2026
Fulcrum Asset Management LLPNew Buy+$4.23K$4.23K0.00%Aug 18, 2026
Cornerstone Financial Management LLCNew Buy+$3.7K$3.7K0.00%Aug 28, 2026
Xponance LLCAdded 1.50%+$3.65K$247K0.00%Aug 10, 2026
Focused Wealth Management, IncAdded 0.96%+$3.46K$363K0.03%Aug 7, 2026
CIBC Asset Management IncReduce 1.25%-$2.96K$234K0.00%Aug 3, 2026
Kemnay Advisory Services Inc.Added 19.46%+$2.86K$17.6K0.00%Aug 14, 2026
Harbor Capital Advisors, Inc.Reduce 9.22%-$2.85K$28K0.00%Aug 7, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$2.68K$00.00%Aug 13, 2026
Independent Advisor AllianceAdded 0.79%+$2.02K$258K0.01%Aug 12, 2026
Yousif Capital Management, LLCAdded 0.24%+$1.63K$687K0.01%Jul 16, 2026
Bessemer Group IncReduce 3.73%-$1.51K$39K0.00%Aug 12, 2026
WPG Advisers, LLCSell 100%-$1.24K$00.00%Aug 6, 2026
UMB Bank, n.a.Added 6.17%+$987$17K0.00%Aug 13, 2026
Bare Financial Services, IncAdded 24.44%+$543$2.77K0.00%Jul 27, 2026
JFS Wealth Advisors, LLCAdded 500.00%+$494$5930.00%Jul 10, 2026
Bell Investment Advisors, IncNew Buy+$494$4940.00%Aug 7, 2026
Cornell Pochily Investment Advisors, Inc.Added 0.13%+$494$373K0.10%Jul 15, 2026
Rossby Financial, LCCSell 100%-$344$00.00%Aug 4, 2026
Fiduciary Financial AdvisorsNew Buy+$344$3440.00%Aug 14, 2026
Quarry LPReduce 10.53%-$296$2.52K0.00%Aug 14, 2026
Keating Financial Advisory Services, Inc.Added 6.59%+$296$4.79K0.00%Aug 11, 2026
Creative Capital Management Investments LLCNew Buy+$247$2470.00%Jul 24, 2026
Davis Capital ManagementNew Buy+$148$1480.00%Jul 16, 2026
Rialto Wealth Management, LLCAdded 0.05%+$49$90.4K0.02%Aug 11, 2026
Financial Engines Advisors L.L.C.Reduce 0.00%-$49$1.45M0.00%Aug 14, 2026
Stonebridge Financial Group, LLCAdded 0.01%+$49$569K0.04%Jul 6, 2026
LRI Investments, LLCNew Buy+$49$490.00%Jul 14, 2026

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