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 quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$1,084,9827,300
Q4 20252$5,496,34645,312
Q3 20251$939,0796,982
Q2 20251$861,8916,980
Q1 20252$1,477,71613,562
Q4 20242$3,206,26030,562
Q3 20241$684,2337,155
Q2 20241$607,8537,320
Q1 20241$629,4477,320
Q4 20231$589,1147,320
Q3 20231$547,8437,851
Q2 20231$531,7367,830