Institutional Ownership Nicolet Bankshares Inc (NIC)
This table provides information about the institutional ownership of Nicolet Bankshares Inc (NIC). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 7.24 Million shares, which have been reported (via 13F filing form) to have a value of $980 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
31,687
shares
|
$4.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
30,134
shares
|
$4.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 60.55%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
29,041
shares
|
$3.93 Million
0.0% of portfolio
|
Q2 2025
Added 39.37%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
28,828
shares
|
$3.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.19%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
28,147
shares
|
$3.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.31%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
27,735
shares
|
$3.76 Million
0.05% of portfolio
|
Q2 2025
Added 84.05%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
26,600
shares
|
$3.6 Million
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
26,333
shares
|
$3.57 Million
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
23,282
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
23,034
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
22,709
shares
|
$3.08 Million
0.0% of portfolio
|
Q1 2024
Added 6.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
22,698
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
Added 57.05%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
22,245
shares
|
$3.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
21,398
shares
|
$2.9 Million
0.0% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
19,230
shares
|
$2.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
18,662
shares
|
$2.53 Million
0.15% of portfolio
|
Q1 2024
Reduced 5.09%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
17,331
shares
|
$2.35 Million
0.58% of portfolio
|
Q2 2025
Added 14.72%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Aug 12, 2025 Q2 2025 |
17,269
shares
|
$2.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
16,920
shares
|
$2.29 Million
1.0% of portfolio
|
Q2 2022
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
15,886
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
15,545
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
15,114
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
14,368
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
14,321
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
13,387
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Added 2.9%
|