NICOLET BANKSHARES INC (NIC) Institutional Ownership
NIC is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.08M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $1.08M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's NIC position is now estimated to be worth approximately $1.06M, representing an estimated loss of -2.74% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward NICOLET BANKSHARES INC (NIC).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $1,084,982 | 7,300 |
| Q4 2025 | 2 | $5,496,346 | 45,312 |
| Q3 2025 | 1 | $939,079 | 6,982 |
| Q2 2025 | 1 | $861,891 | 6,980 |
| Q1 2025 | 2 | $1,477,716 | 13,562 |
| Q4 2024 | 2 | $3,206,260 | 30,562 |
| Q3 2024 | 1 | $684,233 | 7,155 |
| Q2 2024 | 1 | $607,853 | 7,320 |
| Q1 2024 | 1 | $629,447 | 7,320 |
| Q4 2023 | 1 | $589,114 | 7,320 |
| Q3 2023 | 1 | $547,843 | 7,851 |
| Q2 2023 | 1 | $531,736 | 7,830 |
Related NIC Institutional Insights:
- NIC Institutional Ownership & Insiders Activity
- NIC Institutional Ownership & 13F Activity
- NIC Top Institutional Shareholders
- NIC Institutional Buying Activity
- NIC Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- NIC Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings