Nicolet Bankshares NIC Institutional Ownership

NYSE NIC

$165.97 +1.36 (+0.83%)

As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

249 Institutions

Increased 135 54.2%

Unchanged 36 14.5%

Reduced 78 31.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

61.62%

▲+14.45 pp QoQ

Shares Held by Institutions

13.07Mn

of 21.21Mn outstanding

▲+29.98% QoQ

Shares Outstanding

21.21Mn

8.14Mn held outside 13F filers

Institutional Investors

249

filed 13F for Jun 2026

▲+19 vs prior quarter

Net Shares Added (QoQ)

+3.01Mn

accumulated since last quarter

Value of Holdings

$2.15Bn

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

Updated Oct 11, 2026

Nicolet Bankshares Inc (NYSE:NIC) appeared in the 13F filings of 249 institutional investors for the quarter ended June 30, 2026.

Together they owned 61.62% of the outstanding stock in Q2 2026, up from 47.17% a quarter earlier.
Total holdings of Nicolet Bankshares shares rose 29.98% from Q1 2026, and the number of holders rose 54.66% from Q2 2025.
Of these 249 holders, 135 added to their positions, 78 reduced their stakes and 36 left their positions unchanged.
The aggregate institutional position in Nicolet Bankshares was 13.07Mn shares at the end of Q2 2026, up 3.01Mn from the prior quarter and up 5.63Mn from a year earlier.
BlackRock, Inc. held the largest position in NIC at 3.03Mn shares as of June 30, 2026, or 14.27% of shares outstanding.
Among holders that already owned Nicolet Bankshares, the biggest buyers in Q2 2026 were BlackRock, Inc. (+1.4Mn shares), State Street Corp (+463.2K shares), Goldman Sachs Group Inc (+113.12K shares), Principal Financial Group Inc (+96.39K shares) and Morgan Stanley (+79.88K shares).
The largest position reductions in NIC for Q2 2026 were by First Trust Advisors LP (-118.01K shares), Susquehanna International Group, LLP (-65.31K shares), D. E. Shaw & Co., Inc. (-62.91K shares), Prudential Financial Inc (-53.06K shares) and Jennison Associates LLC (-41K shares).
Per Business Quant data, the 10 largest holders of Nicolet Bankshares at the end of Q2 2026 were BlackRock, Inc. (3.03Mn shares), State Street Corp (1.17Mn shares), Dimensional Fund Advisors LP (823.9K shares), Vanguard Capital Management LLC (818.05K shares), Geode Capital Management, LLC (504.74K shares), Westwood Holdings Group Inc (450.66K shares), Goldman Sachs Group Inc (392.81K shares), American Century Companies Inc (361.26K shares), Vanguard Portfolio Management LLC (358.09K shares) and Boston Partners (311.32K shares).

Form 13F Holdings

250 Institutional Holders

Report period 30 Jun, 2026

Total shares held 13.07Mn

Of outstanding 61.62%

#	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
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
20	FIRST TRUST ADVISORS LP	0001125816	144,116	0.68%	▼118,008	-45.02%	$23.84Mn

Showing 1 to 20 of 250 holders