NBT Bancorp Inc.
US ˙ NasdaqGS ˙ US6287781024

SecurityNBTB / NBT Bancorp Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,330,975 shares
Latest Disclosed Value $ 99,251,840
Dimensional Fund Advisors Lp reports 1.31% increase in ownership of NBTB / NBT Bancorp Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,330,975 shares of NBT Bancorp Inc. (US:NBTB) valued at $99,252,916 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,300,834 shares of NBT Bancorp Inc.. This represents a change in shares of 1.31% during the quarter. The current value of the position is $108,180,550 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F NBT BANCORP COM 628778102 2,330,975 30,141 1.31 99,252 3.89 0.0044
2026-02-12 2025-12-31 13F NBT BANCORP COM 628778102 2,300,834 8,044 0.35 95,531 -0.22 0.0200
2025-11-12 2025-09-30 13F NBT BANCORP COM 628778102 2,292,790 300 0.01 95,747 0.52 0.0205
2025-08-12 2025-06-30 13F NBT BANCORP COM 628778102 2,292,490 113,928 5.23 95,255 1.92 0.0221
2025-05-13 2025-03-31 13F NBT BANCORP COM 628778102 2,178,562 -58,496 -2.61 93,459 -12.53 0.0232
2025-02-13 2024-12-31 13F NBT BANCORP COM 628778102 2,237,058 -41,135 -1.81 106,843 6.03 0.0257
2024-11-07 2024-09-30 13F NBT BANCORP COM 628778102 2,278,193 -19,140 -0.83 100,762 13.63 0.0244
2024-08-09 2024-06-30 13F NBT BANCORP COM 628778102 2,297,333 46,498 2.07 88,675 7.41 0.0232
2024-05-10 2024-03-31 13F NBT BANCORP COM 628778102 2,250,835 77,538 3.57 82,561 -9.36 0.0224
2024-02-07 2023-12-31 13F NBT BANCORP COM 628778102 2,173,297 17,039 0.79 91,086 33.30 0.0266
2023-11-09 2023-09-30 13F NBT BANCORP COM 628778102 2,156,258 60,560 2.89 68,332 2.37 0.0224
2023-08-09 2023-06-30 13F NBT BANCORP COM 628778102 2,095,698 61,605 3.03 66,750 -2.65 0.0213
2023-05-12 2023-03-31 13F NBT BANCORP COM 628778102 2,034,093 66,960 3.40 68,569 80,569.41 0.0231
2023-02-09 2022-12-31 13F NBT BANCORP COM 628778102 1,967,133 8,579 0.44 85 -99.89 0.0252
2022-11-10 2022-09-30 13F NBT BANCORP COM 628778102 1,958,554 -3,297 -0.17 74,328 0.79 0.0285
2022-08-12 2022-06-30 13F NBT BANCORP COM 628778102 1,961,851 36,817 1.91 73,744 6.03 0.0265
2022-05-13 2022-03-31 13F NBT BANCORP COM 628778102 1,925,034 53,026 2.83 69,552 -3.55 0.0214
2022-02-09 2021-12-31 13F NBT BANCORP COM 628778102 1,872,008 24,983 1.35 72,109 8.09 0.0218
2021-11-12 2021-09-30 13F NBT BANCORP COM 628778102 1,847,025 4,396 0.24 66,715 0.66 0.0215
2021-08-12 2021-06-30 13F NBT BANCORP COM 628778102 1,842,629 -31,810 -1.70 66,279 -11.38 0.0210
2021-05-14 2021-03-31 13F NBT BANCORP COM 628778102 1,874,439 -88,775 -4.52 74,791 18.68 0.0247
2021-03-08 2020-12-31 13F/A-2 NBT BANCORP COM 628778102 1,963,214 -28,584 -1.44 63,019 17.97 0.0228
2021-02-11 2020-12-31 13F NBT BANCORP COM 628778102 1,963,214 -28,584 63,019 22,759.1132
2020-11-12 2020-09-30 13F NBT BANCORP COM 628778102 1,991,798 -12,561 -0.63 53,420 -13.35 0.0227
2020-08-13 2020-06-30 13F NBT BANCORP COM 628778102 2,004,359 -32,994 -1.62 61,652 -6.57 0.0271
2020-05-14 2020-03-31 13F NBT BANCORP COM 628778102 2,037,353 -38,631 -1.86 65,989 -21.63 0.0344
2020-02-14 2019-12-31 13F NBT BANCORP COM 628778102 2,075,984 -18,265 -0.87 84,203 9.88 0.0307
2019-11-12 2019-09-30 13F NBT BANCORP COM 628778102 2,094,249 -11,106 -0.53 76,629 -2.96 0.0298
2019-08-13 2019-06-30 13F NBT BANCORP COM 628778102 2,105,355 -47,974 -2.23 78,970 1.84 0.0307
2019-08-12 2019-03-31 13F/A-2 NBT BANCORP COM 628778102 2,153,329 -9,143 -0.42 77,542 3.67 0.0309
2019-05-10 2019-03-31 13F NBT BANCORP COM 628778102 2,153,329 -9,143 77,542
2019-02-26 2018-12-31 13F/A-1 NBT BANCORP COM 628778102 2,162,472 18,897 0.88 74,800 -9.08 0.0339
2019-02-13 2018-12-31 13F NBT BANCORP COM 628778102 2,162,472 18,897 74,800
2018-11-13 2018-09-30 13F NBT BANCORP COM 628778102 2,143,575 -5,381 -0.25 82,270 0.35 0.0313
2018-08-10 2018-06-30 13F NBT BANCORP COM 628778102 2,148,956 44,075 2.09 81,983 9.78 0.0327
2018-05-11 2018-03-31 13F NBT BANCORP COM 628778102 2,104,881 40,933 1.98 74,681 -1.68 0.0311
2018-02-12 2017-12-31 13F NBT BANCORP COM 628778102 2,063,948 46,723 2.32 75,955 2.54 0.0315
2017-11-13 2017-09-30 13F NBT BANCORP COM 628778102 2,017,225 42,291 2.14 74,073 1.50 0.0324
2017-08-11 2017-06-30 13F NBT BANCORP COM 628778102 1,974,934 23,784 1.22 72,975 0.89 0.0337
2017-05-12 2017-03-31 13F NBT BANCORP COM 628778102 1,951,150 48,519 2.55 72,330 -9.23 0.0346
2017-02-09 2016-12-31 13F NBT BANCORP COM 628778102 1,902,631 5,917 0.31 79,682 27.81 0.0398
2016-11-10 2016-09-30 13F NBT BANCORP COM 628778102 1,896,714 52,057 2.82 62,344 18.05 0.0337
2016-08-09 2016-06-30 13F NBT BANCORP COM 628778102 1,844,657 92,560 5.28 52,811 11.84 0.0304
2016-05-13 2016-03-31 13F NBT BANCORP COM 628778102 1,752,097 102,754 6.23 47,219 2.69 0.0283
2016-02-10 2015-12-31 13F NBT BANCORP COM 628778102 1,649,343 104,926 6.79 45,984 10.52 0.0287
2015-11-13 2015-09-30 13F NBT BANCORP COM 628778102 1,544,417 92,734 6.39 41,607 9.52 0.0273
2015-08-14 2015-06-30 13F NBT BANCORP COM 628778102 1,451,683 43,971 3.12 37,991 7.69 0.0233
2015-05-14 2015-03-31 13F NBT BANCORP COM 628778102 1,407,712 89,553 6.79 35,277 1.87 0.0223
2015-02-06 2014-12-31 13F NBT BANCORP COM 628778102 1,318,159 77,597 6.25 34,629 23.95 0.0227
2014-11-13 2014-09-30 13F NBT BANCORP COM 628778102 1,240,562 37,350 3.10 27,938 -3.33 0.0198
2014-08-08 2014-06-30 13F NBT BANCORP COM 628778102 1,203,212 32,878 2.81 28,901 0.96 0.0201
2014-05-14 2014-03-31 13F NBT BANCORP COM 628778102 1,170,334 28,094 2.46 28,626 -3.24 0.0214
2014-02-12 2013-12-31 13F NBT BANCORP COM 628778102 1,142,240 42,376 3.85 29,584 17.05 0.0231
2013-11-13 2013-09-30 13F NBT BANCORP COM 628778102 1,099,864 24,449 2.27 25,274 11.01 0.0219
2013-08-15 2013-06-30 13F NBT BANCORP COM 628778102 1,075,415 1,075,415 22,767 0.0214
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.