NBT Bancorp Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:NBTB Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Dec 24	SellUS$25,655	Amy Wiles	Individual	500	US$51.31
11 Dec 24	SellUS$10,030	VanNess Robinson	Individual	194	US$51.70
22 Nov 24	SellUS$500,567	Jack Webb	Individual	10,000	US$50.06
15 Nov 24	SellUS$494,047	John Watt	Individual	10,000	US$49.40
11 Nov 24	SellUS$2,058,948	Timothy Delaney	Individual	40,000	US$51.47
07 Nov 24	SellUS$50,100	Amy Wiles	Individual	1,000	US$50.10
30 Oct 24	SellUS$909,070	John Watt	Individual	20,000	US$45.45
16 Sep 24	SellUS$3,572,697	VanNess Robinson	Individual	80,000	US$44.78
16 Sep 24	SellUS$25,020	Amy Wiles	Individual	556	US$45.00
12 Sep 24	SellUS$3,074,186	VanNess Robinson	Individual	70,000	US$44.10
12 Sep 24	SellUS$48,370	Martin Sparks	Individual	1,000	US$48.37
14 Jun 24	SellUS$47,250	Sarah Halliday	Individual	1,325	US$35.66
15 Mar 24	SellUS$21,550	Amy Wiles	Individual	641	US$33.62
05 Feb 24	BuyUS$34,000	Scott Kingsley	Individual	1,000	US$34.00
29 Jan 24	SellUS$298,256	Lowell Seifter	Individual	8,000	US$37.50
25 Jan 24	BuyUS$36,800	Scott Kingsley	Individual	1,000	US$36.80

Insider Trading Volume

Insider Buying: NBTB insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of NBTB?
Owner Type	Number of Shares	Ownership Percentage
State or Government	11,031	0.0234%
Individual Insiders	1,296,737	2.75%
General Public	15,681,357	33.2%
Institutions	30,183,459	64%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 54.53% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.6%	BlackRock, Inc.	6,881,305	US$333.1m	1.74%	0.01%
11.8%	The Vanguard Group, Inc.	5,576,563	US$270.0m	0.35%	no data
4.83%	Dimensional Fund Advisors LP	2,278,193	US$110.3m	-0.83%	0.02%
4.35%	State Street Global Advisors, Inc.	2,053,558	US$99.4m	-1.35%	no data
2.37%	Geode Capital Management, LLC	1,118,410	US$54.1m	0.96%	no data
1.71%	DePrince, Race & Zollo, Inc.	804,653	US$39.0m	-2.87%	0.78%
1.47%	Northern Trust Global Investments	692,558	US$33.5m	0.03%	0.01%
1.31%	Victory Capital Management Inc.	616,410	US$29.8m	-12.4%	0.03%
1.24%	Charles Schwab Investment Management, Inc.	585,636	US$28.4m	1.26%	no data
1.14%	New York Central Mutual Fire Insurance Company, Asset Management Arm	537,558	US$26.0m	0%	no data
1.05%	BNY Asset Management	496,051	US$24.0m	-8.56%	no data
0.87%	VanNess Robinson	408,442	US$19.8m	-0.6%	no data
0.86%	Fuller & Thaler Asset Management, Inc.	405,581	US$19.6m	-0.09%	0.08%
0.85%	American Century Investment Management Inc	399,290	US$19.3m	2.64%	0.01%
0.8%	Eagle Asset Management, Inc.	378,898	US$18.3m	76.3%	0.1%
0.74%	Morgan Stanley, Investment Banking and Brokerage Investments	349,080	US$16.9m	57.2%	no data
0.66%	Ceredex Value Advisors LLC	309,300	US$15.0m	40.9%	0.29%
0.6%	Goldman Sachs Asset Management, L.P.	281,085	US$13.6m	-28.1%	no data
0.59%	Manulife Asset Management	277,730	US$13.4m	-2.45%	0.01%
0.59%	NBT Bank Asset Management	277,071	US$13.4m	-3.4%	0.91%
0.47%	Principal Global Investors, LLC	222,326	US$10.8m	-4.36%	0.01%
0.44%	Johanna Ames	207,958	US$10.1m	0%	no data
0.44%	Norges Bank Investment Management	207,605	US$10.1m	0%	no data
0.4%	Goldman Sachs Group, Investment Banking and Securities Investments	189,817	US$9.2m	113%	no data
0.35%	UBS Asset Management AG	166,819	US$8.1m	4.74%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 11:57
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

NBT Bancorp Inc. is covered by 14 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Erik Zwick	Boenning & Scattergood, Inc.
null null	D.A. Davidson & Co.
Manuel Navas	D.A. Davidson & Co.