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 168 institutions that hold shares in the stock, with a total of 7.01 Million shares, which have been reported (via 13F filing form) to have a value of $963 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
31,464
shares
|
$4.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
30,134
shares
|
$4.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 60.55%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
29,778
shares
|
$4.09 Million
0.0% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
26,600
shares
|
$3.65 Million
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
26,333
shares
|
$3.62 Million
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
26,181
shares
|
$3.59 Million
0.0% of portfolio
|
Q1 2025
Added 209.8%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
26,133
shares
|
$3.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
23,049
shares
|
$3.16 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
23,034
shares
|
$3.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
22,709
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2024
Added 6.0%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
20,838
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.47%
|
|
|
Mendon Capital Advisors Corp
Rochester, NY |
May 20, 2025 Q1 2025 |
20,000
shares
|
$2.75 Million
0.96% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
20,000
shares
|
$2.75 Million
0.06% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
19,742
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
19,250
shares
|
$2.64 Million
0.01% of portfolio
|
Q1 2025
Added 85.15%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
18,662
shares
|
$2.56 Million
0.15% of portfolio
|
Q1 2024
Reduced 5.09%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2025 Q1 2025 |
17,969
shares
|
$2.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
16,920
shares
|
$2.32 Million
1.0% of portfolio
|
Q2 2022
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
15,895
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
15,895
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,275
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,255
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
15,107
shares
|
$2.07 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
15,069
shares
|
$2.07 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
14,596
shares
|
$2 Million
0.04% of portfolio
|
Q1 2025
Reduced 19.3%
|