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Nicolet Bankshares (NIC) Institutional Ownership

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$174.34 +1.00 (+0.58%)
As of 10:49 AM Eastern
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Institutional Ownership Changes (13F Filings) for Nicolet Bankshares (NYSE:NIC)

Current
Institutional Ownership
Percentage
43.06%
Number of
Institutional Buyers
(last 12 months)
125
Total
Institutional Inflows
(last 12 months)
$542.53M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$87.20M
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NIC Institutional Buying and Selling by Quarter

Nicolet Bankshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/10/2026Johnson Financial Group Inc.7,500$1.24M0.0%N/A0.036%
8/8/2026 First National Bank of Omaha14,676$2.43M0.1%+18.5%0.070%
8/7/2026 BlackRock Inc.3,027,246$500.68M0.0%+86.3%14.443%
8/7/2026 Deutsche Bank AG21,049$3.48M0.0%+26.7%0.100%
8/7/2026 N.E.W. Advisory Services LLC38,566$6.38M0.4%-1.3%0.184%
8/6/2026 Bank of New York Mellon Corp139,427$23.06M0.0%+61.9%0.665%
8/6/2026 Russell Investments Group Ltd.9,641$1.60M0.0%+371.2%0.046%
8/5/2026 HighTower Advisors LLC5,173$856K0.0%-1.7%0.025%
8/5/2026 Anchor Capital Advisors LLC20,881$3.45M0.1%-1.6%0.100%
8/5/2026 Parr Mcknight Wealth Management Group LLC5,376$889K0.1%N/A0.026%
8/5/2026 Fifth Third Bancorp4,096$678K0.0%+2,979.7%0.020%
8/4/2026 Principal Financial Group Inc.124,379$20.57M0.0%+344.3%0.585%
8/4/2026 Choreo LLC8,255$1.37M0.0%-1.4%0.039%
8/3/2026 Jennison Associates LLC172,925$28.60M0.0%-19.2%0.814%
7/10/2026 Handelsbanken Fonder AB4,400$728K0.0%N/A0.021%
6/3/2026 Parallel Advisors LLC607$90K0.0%+151.9%0.003%
5/19/2026Bank of America Corp DE31,420$4.67M0.0%+109.8%0.148%
5/19/2026Janus Henderson Group PLC104,081$15.47M0.0%+2.7%0.490%
5/19/2026 Smith Group Asset Management LLC2,230$331K0.0%+9.3%0.010%
5/18/2026 EverSource Wealth Advisors LLC630$94K0.0%+82.1%0.003%
5/18/2026California State Teachers Retirement System25,344$3.77M0.0%+90.0%0.119%
5/18/2026Royal Bank of Canada22,197$3.30M0.0%+29.8%0.104%
5/16/2026The Manufacturers Life Insurance Company204,236$30.35M0.0%+0.4%0.961%
5/16/2026Quantinno Capital Management LP28,716$4.27M0.0%+684.4%0.135%
5/16/2026Lazard Asset Management LLC11,376$1.69M0.0%-6.2%0.054%
5/15/2026Mendon Capital Advisors Corp74,988$11.15M3.2%+274.9%0.353%
5/15/2026Entropy Technologies LP1,600$238K0.0%N/A0.008%
5/14/2026Gamco Investors INC. ET AL2,500$372K0.0%N/A0.012%
5/14/2026Public Employees Retirement System of Ohio18,611$2.77M0.0%+17,457.5%0.088%
5/14/2026Arrowstreet Capital Limited Partnership23,840$3.54M0.0%+135.2%0.112%
5/14/2026Clarkston Capital Partners LLC1,555$231K0.0%N/A0.007%
5/14/2026Sei Investments Co.44,449$6.61M0.0%+212.8%0.209%
5/13/2026First Trust Advisors LP262,124$38.96M0.0%-32.5%1.234%
5/8/2026 PNC Financial Services Group Inc.9,487$1.41M0.0%+10.0%0.044%
5/7/2026Dimensional Fund Advisors LP819,274$121.76M0.0%+32.1%3.834%
5/7/2026 Parallel Advisors LLC607$90K0.0%+151.9%0.003%
5/7/2026 KBC Group NV842$125K0.0%+42.5%0.004%
5/7/2026Swiss National Bank40,300$5.99M0.0%+53.2%0.189%
5/7/2026Heartland Advisors Inc.55,758$8.29M0.4%N/A0.261%
5/6/2026 Jennison Associates LLC213,927$31.79M0.0%N/A1.001%
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5/6/2026Bessemer Group Inc.25,478$3.79M0.0%+4.9%0.119%
5/5/2026 Midwest Professional Planners LTD.3,810$566K0.1%N/A0.018%
5/5/2026 Bank of New York Mellon Corp86,108$12.80M0.0%+38.4%0.403%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,743$259K0.0%N/A0.008%
5/4/2026 Principal Financial Group Inc.27,992$4.16M0.0%+67.1%0.131%
5/1/2026 Sequoia Financial Advisors LLC7,300$1.09M0.0%+4.6%0.034%
5/1/2026 KLCM Advisors Inc.1,500$223K0.0%-72.7%0.007%
4/25/2026 Keybank National Association OH2,334$347K0.0%N/A0.011%
4/24/2026 Peregrine Capital Management LLC33,230$4.94M0.2%N/A0.155%
4/23/2026 Sippican Capital Advisors3,727$554K0.4%N/A0.017%
4/22/2026 Pictet Asset Management Holding SA2,996$445K0.0%+57.4%0.014%
4/20/2026 Apella Capital LLC2,926$463K0.0%N/A0.014%
4/18/2026 Steph & Co.8,840$1.31M0.4%-2.2%0.041%
4/16/2026 SG Americas Securities LLC8,700$1.29M0.0%+12.3%0.041%
4/16/2026 Diversified Trust Co3,304$491K0.0%N/A0.015%
2/23/2026Virtu Financial LLC16,887$2.05M0.1%N/A0.114%
2/19/2026Invesco Ltd.20,940$2.54M0.0%-8.1%0.141%
2/18/2026Mercer Global Advisors Inc. ADV8,153$989K0.0%+4.7%0.055%
2/18/2026Mendon Capital Advisors Corp20,000$2.43M0.7%+1.0%0.135%
2/18/2026Voloridge Investment Management LLC48,542$5.89M0.0%+812.6%0.328%
2/18/2026Tudor Investment Corp ET AL84,708$10.28M0.0%+196.0%0.572%
2/18/2026Susquehanna Fundamental Investments LLC11,662$1.42M0.0%+80.8%0.079%
2/18/2026Odyssean LLC6,146$746K0.5%N/A0.042%
2/18/2026Millennium Management LLC65,534$7.95M0.0%N/A0.443%
2/18/2026Man Group plc3,229$392K0.0%N/A0.022%
2/18/2026Janus Henderson Group PLC101,380$12.30M0.0%-4.0%0.685%
2/18/2026Engineers Gate Manager LP13,556$1.64M0.0%N/A0.092%
2/18/2026Balyasny Asset Management L.P.1,672$203K0.0%-69.3%0.011%
2/17/2026AQR Capital Management LLC13,482$1.64M0.0%+54.0%0.091%
2/17/2026Lazard Asset Management LLC12,134$1.47M0.0%N/A0.082%
2/17/2026Price T Rowe Associates Inc. MD15,265$1.85M0.0%+3.4%0.103%
2/17/2026Osaic Holdings Inc.14,478$1.76M0.0%+8.1%0.098%
2/17/2026 Russell Investments Group Ltd.1,055$128K0.0%-6.1%0.007%
2/17/2026State of Wisconsin Investment Board4,328$525K0.0%+21.1%0.029%
2/17/2026ExodusPoint Capital Management LP32,854$3.99M0.0%+1,822.4%0.222%
2/17/2026Royal Bank of Canada17,095$2.07M0.0%+17.2%0.116%
2/17/2026Blair William & Co. IL2,574$312K0.0%+42.7%0.017%
2/17/2026Graham Capital Management L.P.2,000$243K0.0%N/A0.014%
2/16/2026Squarepoint Ops LLC26,966$3.27M0.0%+74.2%0.182%
2/16/2026FJ Capital Management LLC20,421$2.48M0.3%+29.6%0.138%
2/16/2026Barclays PLC25,680$3.12M0.0%+29.1%0.174%
2/16/2026Aigen Investment Management LP5,960$723K0.2%N/A0.040%
2/13/2026Marshall Wace LLP35,668$4.33M0.0%N/A0.241%
2/13/2026The Manufacturers Life Insurance Company 203,490$24.68M0.0%-2.9%1.375%
2/13/2026Advisory Research Inc.39,596$4.80M0.6%-5.9%0.268%
2/13/2026UMB Bank n.a.840$102K0.0%N/A0.006%
2/13/2026Rafferty Asset Management LLC14,175$1.72M0.0%+5.8%0.096%
2/13/2026First Trust Advisors LP388,488$47.12M0.0%-28.1%2.625%
2/13/2026Charles Schwab Investment Management Inc.110,211$13.37M0.0%-1.3%0.745%
2/13/2026 State Street Corp458,724$55.64M0.0%+6.2%3.099%
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2/13/2026 Boston Partners187,808$23.00M0.0%-5.8%1.269%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC17,790$2.16M0.0%-7.3%0.120%
2/13/2026Wells Fargo & Company MN15,243$1.85M0.0%+48.8%0.103%
2/12/2026HRT Financial LP16,924$2.05M0.0%N/A0.114%
2/12/2026DRW Securities LLC4,136$502K0.0%N/A0.028%
2/12/2026MetLife Investment Management LLC7,374$894K0.0%-7.8%0.050%
2/12/2026 Commonwealth Equity Services LLC1,770$215K0.0%+13.2%0.012%
2/12/2026Renaissance Technologies LLC38,332$4.65M0.0%N/A0.259%
2/12/2026Dimensional Fund Advisors LP620,277$75.24M0.0%-1.0%4.191%
2/12/2026EntryPoint Capital LLC3,604$437K0.2%N/A0.024%


NIC Institutional Ownership - Frequently Asked Questions

During the previous two years, 194 institutional investors and hedge funds held shares of Nicolet Bankshares. The most heavily invested institutionals were BlackRock Inc. ($500.68M), Dimensional Fund Advisors LP ($121.76M), Nicolet Bankshares Inc. ($119.31M), Vanguard Group Inc. ($89.47M), FMR LLC ($56.40M), State Street Corp ($55.64M), and First Trust Advisors LP ($38.96M).Learn more on Nicolet Bankshares' institutional investors.

43.06% of Nicolet Bankshares' stock is owned by institutional investors. Learn more on NIC's institutional investor holdings.

Of the 168 institutional investors that purchased Nicolet Bankshares' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($1.40M), Dimensional Fund Advisors LP ($220.82K), Jennison Associates LLC ($213.93K), Boston Partners ($202.18K), First Trust Advisors LP ($195.83K), American Century Companies Inc. ($155.80K), and JPMorgan Chase & Co. ($125.33K).

Institutional investors have bought a total of 3,692,863 shares in the last 24 months. This purchase volume represents approximately $542.53M in transactions.

Of the 67 institutional investors that sold Nicolet Bankshares' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($278.36K), Alliancebernstein L.P. ($68.02K), Jennison Associates LLC ($41.00K), Vanguard Group Inc. ($33.85K), Susquehanna International Group LLP ($25.99K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($22.11K), and UBS Group AG ($16.59K).

Institutional investors have sold a total of 652,894 shares in the last 24 months. This volume of shares sold represents approximately $87.20M in transactions.



Institutional ownership data for NYSE:NIC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/10/2026. New 13F filings are added each quarter as they're published.
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