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Nicolet Bankshares Inc (NIC)

CUSIP: 65406E102 | NYSE | Financial Services · Banks - Regional | Mid Cap | 498 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP734,897
0.0% of portfolio›$119.8M
Bank of New York Mellon Corp139,861
0.0% of portfolio›$22.8M
Principal Financial Group Inc95,552
0.0% of portfolio›$15.6M
Creative Planning40,529
0.0% of portfolio›$6.6M
Wealth Enhancement Advisory Services, LLC34,009
0.0% of portfolio›$5.6M
Citigroup Inc33,741
0.0% of portfolio›$5.5M
Anchor Capital Advisors LLC20,432
0.1% of portfolio›$3.3M
Legacy Private Trust Co.18,717
0.2% of portfolio›$3.1M
Sugar Maple Asset Management, LLC14,974
1.4% of portfolio›$2.4M
Thrivent Financial for Lutherans12,663
0.0% of portfolio›$2.1K
Associated Banc-Corp10,312
0.0% of portfolio›$1.7M
Illinois Municipal Retirement Fund9,992
0.0% of portfolio›$1.6M
Steph & Co8,840
0.4% of portfolio›$1.4M
Avantax Planning Partners, Inc.8,556
0.0% of portfolio›$1.4M
Louisiana State Employees Retirement System8,500
0.0% of portfolio›$1.4M
Choreo, LLC8,335
0.0% of portfolio›$1.4M
State of New Jersey Common Pension Fund D7,473
0.0% of portfolio›$1.2M
State of Alaska, Department of Revenue6,549
0.0% of portfolio›$1.1K
Ellsworth Advisors, LLC6,501
0.2% of portfolio›$1.1M
Schaper Benz & Wise Investment Counsel Inc6,379
0.1% of portfolio›$1.0M
J.M. Arbour, LLC5,938
0.8% of portfolio›$968.0K
Old Mission Investment Co LLC5,839
0.2% of portfolio›$951.9K
Arizona State Retirement System5,535
0.0% of portfolio›$902.3K
Parr Mcknight Wealth Management Group, LLC5,376
0.1% of portfolio›$876.4K
Triasima Portfolio Management inc.5,177
0.1% of portfolio›$844.0K
Amalgamated Bank5,163
0.0% of portfolio›$842
Yousif Capital Management, LLC5,055
0.0% of portfolio›$824.1K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS4,691
0.0% of portfolio›$764.7K
Oregon Public Employees Retirement Fund4,465
0.0% of portfolio›$727.9K
McGlone Suttner Wealth Management, Inc.4,126
0.1% of portfolio›$672.6K
Fifth Third Bancorp3,973
0.0% of portfolio›$647.7K
Sippican Capital Advisors3,324
0.4% of portfolio›$541.8K
Commonwealth Equity Services, LLC3,120
0.0% of portfolio›$508.6K
Cambridge Investment Research Advisors, Inc.3,056
0.0% of portfolio›$498
Pictet Asset Management Holding SA2,996
0.0% of portfolio›$488.4K
Keybank National Association2,847
0.0% of portfolio›$464.1K
ProShare Advisors LLC2,739
0.0% of portfolio›$446.5K
Princeton Capital Management LLC2,400
0.1% of portfolio›$391.2K
Provenance Wealth Advisors, LLC2,290
0.0% of portfolio›$373.3K
Calamos Wealth Management LLC2,287
0.0% of portfolio›$372.8K
Mutual of America Capital Management LLC2,271
0.0% of portfolio›$370.2K
Quadrant Capital Group LLC2,208
0.0% of portfolio›$360.6K
Heck Capital Advisors, LLC2,000
0.0% of portfolio›$326.0K
Magnus Financial Group LLC1,997
0.0% of portfolio›$325.5K
Xponance LLC1,919
0.0% of portfolio›$312.8K
ZWJ Investment Counsel Inc1,728
0.0% of portfolio›$281.7K
Genesee Capital Advisors, LLC1,607
0.1% of portfolio›$262.0K
Profund Advisors LLC1,456
0.0% of portfolio›$237.4K
WoodTrust Financial Corp1,340
0.0% of portfolio›$218
Virginia Retirement Systems ET Al1,300
0.0% of portfolio›$211.9K
Abel Hall, LLC1,277
0.0% of portfolio›$208.2K
CIBC Asset Management Inc1,233
0.0% of portfolio›$201.0K
KBC Group NV842
0.0% of portfolio›$137
Parkside Financial Bank & Trust829
0.0% of portfolio›$135.1K
Signaturefd, LLC799
0.0% of portfolio›$130.3K
Caldwell Trust Co758
0.0% of portfolio›$123.6K
Tower Trust & Investment Co541
0.1% of portfolio›$88.2K
Parallel Advisors, LLC506
0.0% of portfolio›$82.5K
Strs Ohio500
0.0% of portfolio›$81.5K
New York State Teachers Retirement System500
0.0% of portfolio›$82
DekaBank Deutsche Girozentrale489
0.0% of portfolio›$80
Sterling Capital Management LLC474
0.0% of portfolio›$77.3K
US Bancorp \de\284
0.0% of portfolio›$46.3K
Pinnacle Wealth Planning Services, Inc.272
0.0% of portfolio›$44.3K
Nisa Investment Advisors, LLC201
0.0% of portfolio›$32.8K
Versant Capital Management, Inc194
0.0% of portfolio›$31.6K
Gamma Investing LLC184
0.0% of portfolio›$30.0K
KFG LLC178
0.0% of portfolio›$29.0K
EverSource Wealth Advisors, LLC133
0.0% of portfolio›$21.7K
Salomon & Ludwin, LLC130
0.0% of portfolio›$21.2K
Harbor Capital Advisors, Inc.121
0.0% of portfolio›$20
Farther Finance Advisors, LLC107
0.0% of portfolio›$17.4K
Larson Financial Group LLC89
0.0% of portfolio›$14.5K
Root Financial Partners, LLC33
0.0% of portfolio›$5.4K
UMB Private Wealth Management, LLC22
0.0% of portfolio›$3.6K
Farmers & Merchants Investments Inc16
0.0% of portfolio›$2.6K
Ares Financial Consulting, LLC12
0.0% of portfolio›$2.0K
Bare Financial Services, Inc10
0.0% of portfolio›$1.6K
Physician Wealth Advisors, Inc.8
0.0% of portfolio›$1.3K
Creative Capital Management Investments LLC7
0.0% of portfolio›$1.1K
JFS Wealth Advisors, LLC5
0.0% of portfolio›$816
Silver Grove Financial Group, Inc.5
0.0% of portfolio›$815
Valley National Advisers Inc4
0.0% of portfolio›$653
SBI Securities Co., Ltd.4
0.0% of portfolio›$652
Fortitude Family Office, LLC4
0.0% of portfolio›$652
Hughes Financial Services, LLC4
0.0% of portfolio›$690
MassMutual Private Wealth & Trust, FSB4
0.0% of portfolio›$652
Trust Co3
0.0% of portfolio›$489
Essential Partners LLC3
0.0% of portfolio›$489
Gilpin Wealth Management, LLC2
0.0% of portfolio›$327
Davis Capital Management1
0.0% of portfolio›$163
Financial Consulate, Inc1
0.0% of portfolio›$164
Cullen T Bankers, Inc.0
0.0% of portfolio›$2
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
734,897$119.8M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
139,861$22.8M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
95,552$15.6M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
40,529$6.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
34,009$5.6M0.0%CoreLowPlymouth, MN2026-10-13
Citigroup Inc
33,741$5.5M0.0%CoreMediumNew York, NY2026-11-04
Anchor Capital Advisors LLC
20,432$3.3M0.1%ValueMediumBoston, MA2026-11-05
Legacy Private Trust Co.
18,717$3.1M0.2%ETFLowNeenah, WI2026-10-06
Sugar Maple Asset Management, LLC
14,974$2.4M1.4%ETFMediumSister Bay, WI2026-10-13
Thrivent Financial for Lutherans
12,663$2.1K0.0%GARPMediumMinneapolis, MN2026-11-05
Associated Banc-Corp
10,312$1.7M0.0%CoreLowGreen Bay, WI2026-10-30
Illinois Municipal Retirement Fund
9,992$1.6M0.0%CoreMediumOak Brook, IL2026-11-05
Steph & Co
8,840$1.4M0.4%ETFLowMarinette, WI2026-10-07
Avantax Planning Partners, Inc.
8,556$1.4M0.0%ETFLowDubuque, IA2026-11-03
Louisiana State Employees Retirement System
8,500$1.4M0.0%IndexLowBaton Rouge, LA2026-10-20
Choreo, LLC
8,335$1.4M0.0%IndexLowRockford, IL2026-10-28
State of New Jersey Common Pension Fund D
7,473$1.2M0.0%CoreLowTrenton, NJ2026-11-05
State of Alaska, Department of Revenue
6,549$1.1K0.0%CoreVery LowJuneau, AK2026-10-15
Ellsworth Advisors, LLC
6,501$1.1M0.2%GARPHighHudson, OH2026-10-15
Schaper Benz & Wise Investment Counsel Inc
6,379$1.0M0.1%CoreVery LowNeenah, WI2026-10-09
J.M. Arbour, LLC
5,938$968.0K0.8%CoreHighGardiner, ME2026-11-05
Old Mission Investment Co LLC
5,839$951.9K0.2%ETFLowTraverse City, MI2026-10-22
Arizona State Retirement System
5,535$902.3K0.0%IndexVery LowPhoenix, AZ2026-11-03
Parr Mcknight Wealth Management Group, LLC
5,376$876.4K0.1%CoreMediumMinneapolis, MN2026-10-30
Triasima Portfolio Management inc.
5,177$844.0K0.1%MomentumHighMontreal, Austria2026-10-15
Amalgamated Bank
5,163$8420.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
5,055$824.1K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
4,691$764.7K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
4,465$727.9K0.0%IndexVery LowTigard, OR2026-10-30
McGlone Suttner Wealth Management, Inc.
4,126$672.6K0.1%ETFVery LowAppleton, WI2026-10-13
Fifth Third Bancorp
3,973$647.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Sippican Capital Advisors
3,324$541.8K0.4%ValueLowBoston, MA2026-10-23
Commonwealth Equity Services, LLC
3,120$508.6K0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
3,056$4980.0%ETFLowFairfield, IA2026-11-02
Pictet Asset Management Holding SA
2,996$488.4K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Keybank National Association
2,847$464.1K0.0%CoreLowBrooklyn, OH2026-11-04
ProShare Advisors LLC
2,739$446.5K0.0%GrowthLowBethesda, MD2026-10-29
Princeton Capital Management LLC
2,400$391.2K0.1%Agg GrowthLowRed Bank, NJ2026-10-27
Provenance Wealth Advisors, LLC
2,290$373.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Calamos Wealth Management LLC
2,287$372.8K0.0%GrowthMediumNaperville, IL2026-11-02
Mutual of America Capital Management LLC
2,271$370.2K0.0%IndexLowNew York, NY2026-10-23
Quadrant Capital Group LLC
2,208$360.6K0.0%CoreLowCincinnati, OH2026-10-20
Heck Capital Advisors, LLC
2,000$326.0K0.0%ETFMediumRhinelander, WI2026-10-14
Magnus Financial Group LLC
1,997$325.5K0.0%ETFLowNew York, NY2026-10-21
Xponance LLC
1,919$312.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
ZWJ Investment Counsel Inc
1,728$281.7K0.0%CoreLowAtlanta, GA2026-10-15
Genesee Capital Advisors, LLC
1,607$262.0K0.1%ETFMediumAuburn, NY2026-10-20
Profund Advisors LLC
1,456$237.4K0.0%GrowthLowBethesda, MD2026-10-29
WoodTrust Financial Corp
1,340$2180.0%CoreLowWisconsin Rapids, WI2026-10-09
Virginia Retirement Systems ET Al
1,300$211.9K0.0%CoreMediumRichmond, VA2026-10-28
Abel Hall, LLC
1,277$208.2K0.0%CoreMediumBaton Rouge, LA2026-10-19
CIBC Asset Management Inc
1,233$201.0K0.0%GARPLowToronto, South Africa2026-11-05
KBC Group NV
842$1370.0%CoreMediumBrussels, Czech Republic2026-10-22
Parkside Financial Bank & Trust
829$135.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Signaturefd, LLC
799$130.3K0.0%IndexLowAtlanta, GA2026-10-23
Caldwell Trust Co
758$123.6K0.0%GrowthLowVenice, FL2026-10-30
Tower Trust & Investment Co
541$88.2K0.1%GrowthLowDavenport, IA2026-10-28
Parallel Advisors, LLC
506$82.5K0.0%IndexLowSan Francisco, CA2026-11-03
Strs Ohio
500$81.5K0.0%CoreMediumColumbus, OH2026-10-30
New York State Teachers Retirement System
500$820.0%CoreVery LowAlbany, NY2026-10-22
DekaBank Deutsche Girozentrale
489$800.0%CoreLowFrankfurt, Hong Kong2026-10-27
Sterling Capital Management LLC
474$77.3K0.0%GARPMediumCharlotte, NC2026-10-22
US Bancorp \de\
284$46.3K0.0%IndexLowMinneapolis, MN2026-11-05
Pinnacle Wealth Planning Services, Inc.
272$44.3K0.0%GARPLowMansfield, OH2026-10-27
Nisa Investment Advisors, LLC
201$32.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Versant Capital Management, Inc
194$31.6K0.0%GARPLowPhoenix, AZ2026-10-02
Gamma Investing LLC
184$30.0K0.0%IndexVery LowFoster City, CA2026-10-08
KFG LLC
178$29.0K0.0%ETFN/ARapid City, SD2026-11-02
EverSource Wealth Advisors, LLC
133$21.7K0.0%CoreMediumBirmingham, AL2026-11-04
Salomon & Ludwin, LLC
130$21.2K0.0%ETFVery LowRichmond, VA2026-10-29
Harbor Capital Advisors, Inc.
121$200.0%ValueHighChicago, IL2026-10-22
Farther Finance Advisors, LLC
107$17.4K0.0%IndexLowSan Francisco, CA2026-10-08
Larson Financial Group LLC
89$14.5K0.0%GrowthLowSt Louis, MO2026-11-05
Root Financial Partners, LLC
33$5.4K0.0%ETFMediumEncinitas, CA2026-10-21
UMB Private Wealth Management, LLC
22$3.6K0.0%GrowthN/AKansas City, MO2026-10-19
Farmers & Merchants Investments Inc
16$2.6K0.0%CoreVery LowLincoln, NE2026-10-22
Ares Financial Consulting, LLC
12$2.0K0.0%CoreLowCalabasas, CA2026-10-19
Bare Financial Services, Inc
10$1.6K0.0%ETFVery LowGap, PA2026-11-04
Physician Wealth Advisors, Inc.
8$1.3K0.0%ETFMediumMidvale, UT2026-10-20
Creative Capital Management Investments LLC
7$1.1K0.0%ETFLowSan Diego, CA2026-10-28
JFS Wealth Advisors, LLC
5$8160.0%ETFVery LowHermitage, PA2026-11-03
Silver Grove Financial Group, Inc.
5$8150.0%CoreMediumOrchard Park, NY2026-11-05
Valley National Advisers Inc
4$6530.0%ETFLowBethlehem, PA2026-10-23
SBI Securities Co., Ltd.
4$6520.0%Agg GrowthLowTokyo, Mexico2026-10-22
Fortitude Family Office, LLC
4$6520.0%ETFMediumScottsdale, AZ2026-10-14
Hughes Financial Services, LLC
4$6900.0%ETFLowHerndon, VA2026-10-30
MassMutual Private Wealth & Trust, FSB
4$6520.0%CoreLowSpringfield, MA2026-10-05
Trust Co
3$4890.0%ETFVery LowManhattan, KS2026-10-09
Essential Partners LLC
3$4890.0%ValueMediumRancho Santa Fe, CA2026-10-14
Gilpin Wealth Management, LLC
2$3270.0%GrowthLowDenver, CO2026-10-09
Davis Capital Management
1$1630.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
1$1640.0%ETFLowHunt Valley, MD2026-10-23
Cullen T Bankers, Inc.
0$20.0%GrowthLowSan Antonio, TX2026-10-28