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 173 institutions that hold shares in the stock, with a total of 7.16 Million shares, which have been reported (via 13F filing form) to have a value of $846 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
31,964
shares
|
$3.77 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.9%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
31,464
shares
|
$3.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
30,134
shares
|
$3.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 60.55%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
27,856
shares
|
$3.29 Million
0.0% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
27,589
shares
|
$3.26 Million
0.0% of portfolio
|
Q4 2024
Added 15.06%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
26,600
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
26,333
shares
|
$3.11 Million
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
26,181
shares
|
$3.09 Million
0.0% of portfolio
|
Q1 2025
Added 209.8%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
26,133
shares
|
$3.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
23,049
shares
|
$2.72 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
23,034
shares
|
$2.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
22,709
shares
|
$2.68 Million
0.0% of portfolio
|
Q1 2024
Added 6.0%
|
|
|
Mendon Capital Advisors Corp
Rochester, NY |
Feb 14, 2025 Q4 2024 |
20,000
shares
|
$2.36 Million
1.03% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
20,000
shares
|
$2.36 Million
0.05% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
19,742
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
19,013
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
18,662
shares
|
$2.2 Million
0.14% of portfolio
|
Q1 2024
Reduced 5.09%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2025 Q1 2025 |
17,969
shares
|
$2.12 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 Million
1.0% of portfolio
|
Q2 2022
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
15,895
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
15,895
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
15,445
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,255
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
15,107
shares
|
$1.78 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
15,069
shares
|
$1.78 Million
0.03% of portfolio
|
Q1 2025
New holding
|