Nicolet Bankshares NIC Institutional Ownership

NYSE NIC

$170.46 -1.70 (-0.99%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

251 Institutions

Increased 137 54.6%

Unchanged 35 13.9%

Reduced 79 31.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

62.45%

▲+6.77 pp QoQ

Shares Held by Institutions

13.25Mn

of 21.21Mn outstanding

▲+37.72% QoQ

Shares Outstanding

21.21Mn

7.96Mn held outside 13F filers

Institutional Investors

251

filed 13F for Jun 2026

▲+22 vs prior quarter

Net Shares Added (QoQ)

+3.63Mn

accumulated since last quarter

Value of Holdings

$2.28Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Nicolet Bankshares Inc (NYSE:NIC) has 251 institutional investors with active 13F positions as of June 2026.

These investors held 62.5% of outstanding shares in June 2026, up from 55.7% in March 2026.
Their total shares held in NIC increased 37.72% from the prior quarter, while the number of investors in Nicolet Bankshares increased 54.94% year over year.
Activity in NIC broke down as 137 buyers, 79 sellers, and 35 unchanged among 251 total holders.
The aggregate institutional position in Nicolet Bankshares amounted to 13.25Mn shares as of June 2026, up by 3.63Mn shares quarter on quarter, and up 5.57Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Nicolet Bankshares with 3.03Mn shares, accounting for 14.27% of total shares outstanding.
The largest buyers of Nicolet Bankshares for the quarter ending June 2026 were BlackRock, Inc. (1.4Mn), VANGUARD CAPITAL MANAGEMENT LLC (818.05K), State Street Corp (463.2K), VANGUARD PORTFOLIO MANAGEMENT LLC (358.09K), Sixth Street Partners Management Company, L.P. (176.44K).
The biggest sellers of Nicolet Bankshares for the quarter ending June 2026 included FIRST TRUST ADVISORS LP (118.01K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (65.31K), D. E. Shaw & Co., Inc. (62.91K), Prudential Financial Inc (53.06K), JENNISON ASSOCIATES LLC (41.0K).
According to Business Quant data, leading holders of NIC for June 2026 are BlackRock, Inc. (3.03Mn), State Street Corp (1.17Mn), DIMENSIONAL FUND ADVISORS LP (823.9K), VANGUARD CAPITAL MANAGEMENT LLC (818.05K), GEODE CAPITAL MANAGEMENT, LLC (504.74K), Westwood Holdings Group Inc (450.66K), Goldman Sachs Group Inc (392.81K), AMERICAN CENTURY COMPANIES INC (361.26K), VANGUARD PORTFOLIO MANAGEMENT LLC (358.09K), Boston Partners (311.32K).

Form 13F Holdings

251 Institutional Holders

Report period 30 Jun, 2026

Total shares held 13.25Mn

Of outstanding 62.45%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	3,027,246	14.27%	▲1,402,419	+86.31%	$500.68Mn
2	State Street Corp	0000093751	1,174,560	5.54%	▲463,199	+65.11%	$194.24Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	823,902	3.88%	▲4,628	+0.56%	$136.26Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	818,051	3.86%	▲818,051	0.00%	$135.30Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	504,741	2.38%	▲47,764	+10.45%	$83.50Mn
6	Westwood Holdings Group Inc	0001165002	450,659	2.12%	▼36,092	-7.41%	$74.53Mn
7	Goldman Sachs Group Inc	0000886982	392,808	1.85%	▲113,124	+40.45%	$64.97Mn
8	AMERICAN CENTURY COMPANIES INC	0000748054	361,263	1.70%	▲36,645	+11.29%	$59.75Mn
9	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	358,093	1.69%	▲358,093	0.00%	$59.23Mn
10	Boston Partners	0001386060	311,319	1.47%	▲5,883	+1.93%	$51.46Mn
11	ALLIANCEBERNSTEIN L.P.	0001109448	307,207	1.45%	▲52,017	+20.38%	$45.66Mn
12	FJ Capital Management LLC	0001599170	277,243	1.31%	▼29,138	-9.51%	$45.85Mn
13	Northern Trust Corp	0000073124	240,562	1.13%	▲36,995	+18.17%	$39.79Mn
14	Invesco Ltd.	0000914208	215,666	1.02%	▲11,655	+5.71%	$35.67Mn
15	SILVERCREST ASSET MANAGEMENT GROUP LLC	0001232395	198,353	0.94%	▼13,099	-6.19%	$32.81Mn
16	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	186,808	0.88%	▼17,428	-8.53%	$30.90Mn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	176,441	0.83%	▲18,689	+11.85%	$29.18Mn
17	Sixth Street Partners Management Company, L.P.	0001812095	176,441	0.83%	▲176,441	0.00%	$29.18Mn
18	JENNISON ASSOCIATES LLC	0000053417	172,925	0.82%	▼41,002	-19.17%	$28.60Mn
19	Morgan Stanley	0000895421	159,708	0.75%	▲79,877	+100.06%	$26.41Mn

Showing 1 to 20 of 251 holders