Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
289 institutional managers reported holding NBTB for the quarter ended Mar 31, 2026. Together they hold about 63% of shares outstanding; the top 10 hold 44%. 40 opened new positions; 27 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 7.40M | 14.20% | $315.3M | unchanged | ≤2013 |
| Vanguard Group | 6.14M | 11.79% | $261.8M | added +1.6% | ≤2013 |
| State Street | 2.49M | 4.77% | $105.9M | added +2.2% | ≤2013 |
| Dimensional Fund Advisors | 2.33M | 4.47% | $99.3M | added +1.3% | ≤2013 |
| Geode Capital | 1.33M | 2.55% | $56.7M | added +4.5% | ≤2013 |
| Silvercrest Asset Management Group LLC | 692.8k | 1.33% | $29.5M | trimmed -4.5% | 2024 Q4 |
| Northern Trust | 683.5k | 1.31% | $29.1M | added +2.1% | ≤2013 |
| Victory Capital Management INC | 669.9k | 1.28% | $28.5M | added +1% | 2015 Q2 |
| Charles Schwab Investment Management | 615.6k | 1.18% | $26.2M | unchanged | ≤2013 |
| Manufacturers Life Insurance Company, THE | 560.3k | 1.07% | $23.9M | added +29.7% | ≤2013 |
| BNY Mellon | 452.9k | 0.87% | $19.3M | trimmed -2.2% | ≤2013 |
| Morgan Stanley | 443.6k | 0.85% | $18.9M | trimmed -17.2% | ≤2013 |
| Raymond James Financial INC | 437.8k | 0.84% | $18.7M | trimmed -1.8% | 2023 Q1 |
| Fuller & Thaler Asset Management, INC. | 403.5k | 0.77% | $17.2M | unchanged | 2023 Q2 |
| Nuveen | 372.1k | 0.71% | $15.9M | added +30% | 2019 Q2 |
| UBS | 311.2k | 0.60% | $13.3M | added +2.8% | ≤2013 |
| Qube Research & Technologies LTD | 295.2k | 0.57% | $12.6M | added +20.6% | 2025 Q1 |
| Ceredex Value Advisors LLC | 268.3k | 0.52% | $11.4M | trimmed -20.7% | 2024 Q1 |
| Goldman Sachs | 260.9k | 0.50% | $11.1M | added +7.6% | 2015 Q3 |
| NBT Bank N A /NY | 260.5k | 0.50% | $11.1M | added +5.3% | ≤2013 |
| Principal Financial Group INC | 254.3k | 0.49% | $10.8M | added +2% | ≤2013 |
| Citadel Advisors | 247.9k | 0.48% | $10.6M | added +152.1% | 2022 Q2 |
| PL Capital Advisors, LLC (focused) | 208.0k | 0.40% | $8.9M | unchanged | 2025 Q2 |
| Public Sector Pension Investment Board | 187.1k | 0.36% | $8.0M | added +3.3% | ≤2013 |
| American Century Companies INC | 182.4k | 0.35% | $7.8M | added +0.6% | 2021 Q2 |
| AQR Capital | 172.6k | 0.33% | $7.4M | added +194.2% | ≤2013 |
| Bank OF America CORP /DE/ | 161.7k | 0.31% | $6.9M | added +32.5% | ≤2013 |
| Invesco | 161.0k | 0.31% | $6.9M | added +1.6% | ≤2013 |
| ProShare Advisors LLC | 156.9k | 0.30% | $6.7M | added +4% | 2017 Q4 |
| Two Sigma | 155.8k | 0.30% | $6.6M | added +179% | 2025 Q1 |
| Schroder Investment Management Group | 155.6k | 0.30% | $6.6M | trimmed -6.6% | 2023 Q4 |
| Rhumbline Advisers | 146.9k | 0.28% | $6.3M | added +1.9% | ≤2013 |
| Commonwealth Equity Services, LLC | 136.9k | 0.26% | $5.8M | unchanged | ≤2013 |
| FMR (Fidelity) | 130.5k | 0.25% | $5.6M | added +184.1% | 2018 Q3 |
| Legal & General Group PLC | 124.0k | 0.24% | $5.3M | trimmed -7.4% | 2014 Q3 |
| SG Americas Securities, LLC | 115.9k | 0.22% | $4.9M | added +61.3% | 2025 Q1 |
| First Trust Advisors LP | 112.7k | 0.22% | $4.8M | added +44.3% | ≤2013 |
| Wealth Enhancement Advisory Services, LLC | 103.5k | 0.20% | $4.4M | trimmed -4.1% | 2023 Q3 |
| Swiss National Bank | 103.3k | 0.20% | $4.4M | unchanged | ≤2013 |
| Millennium Management | 88.2k | 0.17% | $3.8M | added +3.4% | 2016 Q4 |
| Wells Fargo & COMPANY/MN | 86.7k | 0.17% | $3.7M | trimmed -34.5% | ≤2013 |
| Edgestream Partners, L.p. | 84.3k | 0.16% | $3.6M | opened | 2025 Q2 |
| Ameriprise Financial INC | 83.5k | 0.16% | $3.6M | trimmed -5% | ≤2013 |
| Savant Capital, LLC | 73.7k | 0.14% | $3.1M | added +4% | 2023 Q2 |
| T. Rowe Price | 70.5k | 0.14% | $3.0M | added +16.7% | ≤2013 |
| Thrivent Financial for Lutherans | 70.4k | 0.14% | $3.0M | added +16.2% | ≤2013 |
| AllianceBernstein | 64.4k | 0.12% | $2.7M | unchanged | ≤2013 |
| Endeavour Capital Advisors INC (focused) | 62.7k | 0.12% | $2.7M | trimmed -13.7% | 2025 Q2 |
| ExodusPoint | 61.1k | 0.12% | $2.6M | added +63.9% | 2024 Q1 |
| Arrowstreet Capital | 57.7k | 0.11% | $2.5M | added +28.4% | 2025 Q2 |
Largest 50 of 289 shown; the full ranked, searchable register is at boothcheck.com/holders/NBTB. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.