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Nicolet Bankshares (NIC) Institutional Ownership

Nicolet Bankshares logo
$169.39 -2.35 (-1.37%)
As of 02:57 PM Eastern

Institutional Ownership Changes (13F Filings) for Nicolet Bankshares (NYSE:NIC)

Current
Institutional Ownership
Percentage
43.06%
Number of
Institutional Buyers
(last 12 months)
126
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$77.72M
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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
8/26/2026 HighTower Advisors LLC5,173$856K0.0%-1.7%0.025%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al1,300$215K0.0%N/A0.006%
8/24/2026 California State Teachers Retirement System4,092,245$676.82M0.0%+16,046.8%19.524%
8/22/2026 Old Mission Investment Co LLC5,839$966K0.2%N/A0.028%
8/21/2026 Nykredit A S863$143K0.0%N/A0.004%
8/20/2026 Susquehanna Fundamental Investments LLC6,971$1.15M0.0%+89.2%0.033%
8/20/2026 Two Sigma Securities LLC1,239$205K0.0%N/A0.006%
8/20/2026 Northwestern Mutual Wealth Management Co.9,975$1.65M0.0%-8.0%0.048%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC30,162$4.99M0.0%-1.2%0.144%
8/19/2026 Hsbc Holdings PLC32,830$5.38M0.0%N/A0.157%
8/18/2026 North Star Asset Management Inc.37,675$6.23M0.2%N/A0.180%
8/18/2026 Public Employees Retirement System of Ohio18,704$3.09M0.0%N/A0.089%
8/17/2026 Bank of America Corp DE29,075$4.81M0.0%N/A0.139%
8/15/2026 Odyssean LLC20,012$3.31M0.5%+101.0%0.095%
8/15/2026 Jupiter Topco LLC72,728$12.03M0.0%N/A0.347%
8/14/2026 Hsbc Holdings PLC32,830$5.38M0.0%N/A0.157%
8/14/2026 Canada Pension Plan Investment Board1,508$249K0.0%N/A0.007%
8/14/2026 Legal & General Group Plc46,176$7.61M0.0%N/A0.220%
8/14/2026 The Manufacturers Life Insurance Company186,808$30.90M0.0%N/A0.891%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.1,949$322K0.0%N/A0.009%
8/12/2026 Northwestern Mutual Wealth Management Co.9,975$1.65M0.0%N/A0.048%
8/12/2026 Madison Wealth Partners Inc1,241$205K0.0%N/A0.006%
8/12/2026 Heartland Advisors Inc.55,758$9.22M0.4%N/A0.266%
8/10/2026 Johnson 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%
5/19/2026 Bank of America Corp DE31,420$4.67M0.0%+109.8%0.148%
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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%
5/18/2026 California State Teachers Retirement System25,344$3.77M0.0%+90.0%0.119%
5/18/2026 Royal Bank of Canada22,197$3.30M0.0%+29.8%0.104%
5/16/2026 The Manufacturers Life Insurance Company204,236$30.35M0.0%+0.4%0.961%
5/16/2026 Quantinno Capital Management LP28,716$4.27M0.0%+684.4%0.135%
5/16/2026 Lazard Asset Management LLC11,376$1.69M0.0%-6.2%0.054%
5/15/2026 Mendon Capital Advisors Corp74,988$11.15M3.2%+274.9%0.353%
5/15/2026 Entropy Technologies LP1,600$238K0.0%N/A0.008%
5/14/2026 Gamco Investors INC. ET AL2,500$372K0.0%N/A0.012%
5/14/2026 Public Employees Retirement System of Ohio18,611$2.77M0.0%+17,457.5%0.088%
5/14/2026 Arrowstreet Capital Limited Partnership23,840$3.54M0.0%+135.2%0.112%
5/14/2026 Clarkston Capital Partners LLC1,555$231K0.0%N/A0.007%
5/14/2026 Sei Investments Co.44,449$6.61M0.0%+212.8%0.209%
5/13/2026 First 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%
5/7/2026 Dimensional 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%
5/7/2026 Swiss National Bank40,300$5.99M0.0%+53.2%0.189%
5/7/2026 Heartland Advisors Inc.55,758$8.29M0.4%N/A0.261%
5/6/2026 Jennison Associates LLC213,927$31.79M0.0%N/A1.001%
5/6/2026 Bessemer 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%
2/23/2026 Virtu Financial LLC16,887$2.05M0.1%N/A0.114%
2/19/2026 Invesco Ltd.20,940$2.54M0.0%-8.1%0.141%
2/18/2026 Mercer Global Advisors Inc. ADV8,153$989K0.0%+4.7%0.055%
2/18/2026 Mendon Capital Advisors Corp20,000$2.43M0.7%+1.0%0.135%
2/18/2026 Voloridge Investment Management LLC48,542$5.89M0.0%+812.6%0.328%
2/18/2026 Tudor Investment Corp ET AL84,708$10.28M0.0%+196.0%0.572%
2/18/2026 Susquehanna Fundamental Investments LLC11,662$1.42M0.0%+80.8%0.079%
2/18/2026 Odyssean LLC6,146$746K0.5%N/A0.042%
2/18/2026 Millennium Management LLC65,534$7.95M0.0%N/A0.443%
2/18/2026 Man Group plc3,229$392K0.0%N/A0.022%
2/18/2026Janus Henderson Group PLC101,380$12.30M0.0%-4.0%0.685%
2/18/2026 Engineers Gate Manager LP13,556$1.64M0.0%N/A0.092%
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2/18/2026 Balyasny Asset Management L.P.1,672$203K0.0%-69.3%0.011%
2/17/2026 AQR Capital Management LLC13,482$1.64M0.0%+54.0%0.091%
2/17/2026 Lazard Asset Management LLC12,134$1.47M0.0%N/A0.082%
2/17/2026 Price T Rowe Associates Inc. MD15,265$1.85M0.0%+3.4%0.103%
2/17/2026 Osaic 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%
2/17/2026 State of Wisconsin Investment Board4,328$525K0.0%+21.1%0.029%
2/17/2026 ExodusPoint Capital Management LP32,854$3.99M0.0%+1,822.4%0.222%
2/17/2026 Royal Bank of Canada17,095$2.07M0.0%+17.2%0.116%
2/17/2026 Blair William & Co. IL2,574$312K0.0%+42.7%0.017%


NIC Institutional Ownership - Frequently Asked Questions

During the previous two years, 202 institutional investors and hedge funds held shares of Nicolet Bankshares. The most heavily invested institutionals were California State Teachers Retirement System ($676.82M), BlackRock Inc. ($500.68M), Dimensional Fund Advisors LP ($121.76M), Nicolet Bankshares Inc. ($119.31M), Vanguard Group Inc. ($89.47M), FMR LLC ($56.40M), and State Street Corp ($55.64M).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 176 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: California State Teachers Retirement System ($4.08M), 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), and The Manufacturers Life Insurance Company ($189.59K).

Institutional investors have bought a total of 7,949,457 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

Of the 60 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), Jennison Associates LLC ($41.00K), Vanguard Group Inc. ($33.85K), Alliancebernstein L.P. ($30.88K), Susquehanna International Group LLP ($25.99K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($22.48K), and UBS Group AG ($16.59K).

Institutional investors have sold a total of 575,870 shares in the last 24 months. This volume of shares sold represents approximately $77.72M 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 8/26/2026. New 13F filings are added each quarter as they're published.
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