Security Snapshot

NICOLET BANKSHARES INC - Common Stock (NIC) Institutional Ownership

CUSIP: 65406E102

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q1 2026

Institutions Reporting

238

Shares (Excl. Options)

11,212,369

Price

$148.62

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+2,658,733
Value change
+$428,803,280
Number of holders
238
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
21,320,192
SEC-reported price per share
$166.12
Insider filing price
$166.12
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • NIC - NICOLET BANKSHARES INC - Common Stock is tracked under CUSIP 65406E102.
  • 238 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 238 to 57 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $1,659,178,540 to $46,932,238.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 238 institutions filings for Q1 2026.

Open SEC evidence

Security key

65406E102

Latest holder period

Q1 2026

13F holders

238

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
NIC
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 13% $458,404,602 2,771,625 BlackRock, Inc. 30 Jun 2026

As of 31 Mar 2026, 238 institutional investors reported holding 11,212,369 shares of NICOLET BANKSHARES INC - Common Stock (NIC). This represents 53% of the company’s total 21,320,192 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
40%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 7.6% 1,624,827 +44% 0% $241,481,831
VANGUARD CAPITAL MANAGEMENT LLC 3.8% 819,810 0% 0% $121,840,162
DIMENSIONAL FUND ADVISORS LP 3.8% 819,274 +32% 0.03% $121,756,151
STATE STREET CORP 3.3% 711,361 +55% 0% $105,722,472
WESTWOOD HOLDINGS GROUP INC 2.3% 486,751 0.53% $72,340,933
GEODE CAPITAL MANAGEMENT, LLC 2.1% 456,977 +48% 0% $67,931,339
AMERICAN CENTURY COMPANIES INC 1.5% 324,618 +63% 0.02% $48,244,727
FJ Capital Management LLC 1.4% 306,381 +1400% 5.1% $45,534,344
Boston Partners 1.4% 305,436 +63% 0.05% $45,409,359
GOLDMAN SACHS GROUP INC 1.3% 279,684 +133% 0.01% $41,566,688
FIRST TRUST ADVISORS LP 1.2% 262,124 -33% 0.03% $38,956,868
ALLIANCEBERNSTEIN L.P. 1.2% 255,190 +9.2% 0.01% $30,954,547
JENNISON ASSOCIATES LLC 1% 213,927 0.02% $31,793,830
SILVERCREST ASSET MANAGEMENT GROUP LLC 0.99% 211,452 0.23% $31,426,449
MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.96% 204,236 +0.37% 0.03% $30,353,554
Invesco Ltd. 0.96% 204,011 +874% 0% $30,320,115
NORTHERN TRUST CORP 0.95% 203,567 +69% 0% $30,254,128
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.74% 157,752 +43% 0% $23,445,102
VANGUARD PORTFOLIO MANAGEMENT LLC 0.69% 146,686 0% 0% $21,800,473
VANGUARD FIDUCIARY TRUST CO 0.6% 126,999 0% 0% $18,874,591
Champlain Investment Partners, LLC 0.59% 125,512 0.24% $18,653,593
JANUS HENDERSON GROUP PLC 0.49% 104,081 +2.7% 0.01% $15,466,047
WELLINGTON MANAGEMENT GROUP LLP 0.44% 94,723 0% $14,077,732
PRUDENTIAL FINANCIAL INC 0.42% 89,361 0.02% $13,280,832
Bank of New York Mellon Corp 0.4% 86,108 +38% 0% $12,797,428

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 284,004 $46,932,238 +$4,072,548 $165.39 57
2026 Q1 11,212,369 $1,659,178,540 +$428,803,280 $148.62 238
2025 Q4 8,167,606 $991,139,054 +$96,658,360 $121.30 197
2025 Q3 7,360,090 $989,844,318 -$20,854,659 $134.50 179
2025 Q2 7,521,019 $929,088,950 -$8,830,114 $123.48 162
2025 Q1 7,600,356 $828,219,734 +$38,566,190 $108.96 157
2024 Q4 6,366,173 $667,892,285 +$30,224,658 $104.91 150
2024 Q3 6,074,366 $580,898,055 +$12,540,719 $95.63 137
2024 Q2 5,898,798 $489,827,198 +$8,449,198 $83.04 118
2024 Q1 5,811,653 $499,510,078 +$23,857,165 $85.99 122
2023 Q4 5,519,430 $444,274,200 +$11,901,338 $80.48 116
2023 Q3 5,356,999 $374,186,554 +$3,372,581 $69.78 113
2023 Q2 5,334,973 $362,484,850 +$23,202,587 $67.91 111
2023 Q1 4,983,029 $314,173,779 +$10,357,450 $63.05 114
2022 Q4 4,792,145 $382,362,370 +$18,651,074 $79.79 126
2022 Q3 5,510,839 $388,314,139 -$6,191,242 $70.44 123
2022 Q2 5,584,410 $403,971,788 -$6,380,594 $72.34 129
2022 Q1 5,690,778 $532,287,493 +$53,608,405 $93.57 134
2021 Q4 5,126,095 $439,211,494 +$7,944,674 $85.75 129
2021 Q3 5,100,523 $377,205,256 +$70,886,121 $74.18 118
2021 Q2 4,147,053 $291,837,121 +$8,375,808 $70.34 107
2021 Q1 4,010,627 $333,452,640 +$14,093,346 $83.46 96
2020 Q4 3,847,025 $255,399,718 +$795,472 $66.35 88
2020 Q3 3,849,742 $209,407,089 -$5,368,773 $54.61 80
2020 Q2 3,943,913 $216,013,236 -$3,857,101 $54.80 82
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