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Nicolet Bankshares, Inc. (NIC) institutional ownership

Market cap$1.9B SectorFinancial Services
Funds holding · Q1 2026
236
reported NIC position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
166 buyers · 70 sellers

Nicolet Bankshares, Inc. (NIC) price and institutional activity

Dates

Q1 2026

$0 bought by 166 investors
BlackRockWestwood Holdings Group Inc +164 more
$0 sold by 70 investors
Nicolet Bankshares IncCitadel Advisors LLC +68 more
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Bought Sold Totals per quarter; hover a bar for the names.

Nicolet Bankshares, Inc. (NIC) institutional activity · 236

Investor Type Est. change Change Δ Own Date
Nicolet Bankshares Inc · Exited
Change −883K Δ Own −100.0% Date Q1 2026
Nicolet Bankshares Inc Exited· Q1 2026 −883K −100.0% Q1 2026
BlackRock · Added
Change +496K Date Q1 2026
BlackRock Added· Q1 2026 +496K Q1 2026
Westwood Holdings Group Inc · New
Change +487K Date Q1 2026
Westwood Holdings Group Inc New· Q1 2026 +487K Q1 2026
Vanguard · Added
Change +383K Date Q1 2026
Vanguard Added· Q1 2026 +383K Q1 2026
Fj Capital Management LLC · Added
Change +286K Date Q1 2026
Fj Capital Management LLC Added· Q1 2026 +286K Q1 2026
State Street · Added
Change +253K Date Q1 2026
State Street Added· Q1 2026 +253K Q1 2026
Jennison Associates LLC · New
Change +214K Date Q1 2026
Jennison Associates LLC New· Q1 2026 +214K Q1 2026
Silvercrest Asset Management Group LLC · New
Change +211K Date Q1 2026
Silvercrest Asset Management Group LLC New· Q1 2026 +211K Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −211K −93.2% Q1 2026
Dimensional · Added
Change +199K Date Q1 2026
Dimensional Added· Q1 2026 +199K Q1 2026
Invesco Ltd. · Added
Change +183K Δ Own +874.3% Date Q1 2026
Invesco Ltd. Added· Q1 2026 +183K +874.3% Q1 2026
Goldman Sachs Group Inc · Added
Change +159K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +159K Q1 2026
Geode · Added
Change +147K Date Q1 2026
Geode Added· Q1 2026 +147K Q1 2026
First Trust Advisors LP · Reduced
Change −126K Date Q1 2026
First Trust Advisors LP Reduced· Q1 2026 −126K Q1 2026
Champlain Investment Partners, LLC · New
Change +126K Date Q1 2026
Champlain Investment Partners, LLC New· Q1 2026 +126K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 236

Famous investor activity in Nicolet Bankshares, Inc. (NIC)

Nicolet Bankshares, Inc. (NIC) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Moore Hubert Phillip Jr · CFO Tax withholding or exercise payment (F) -$135K
Price $144.06 Qty -940 Owned 38K Trade date Jun 8, 2026 Filed date Jun 10, 2026
Moore Hubert Phillip Jr CFO Tax withholding or exercise payment (F) $144.06 -940 -$135K 38K Jun 8, 2026 Jun 10, 2026
Chaney Carl J. · Director 2 operations $129K
Price $139.63 Qty 927 Owned 498 Trade date May 19, 2026 Filed date May 26, 2026
Chaney Carl J. Director 2 operations $139.63 927 $129K 498 May 19, 2026 May 26, 2026
Weyers Robert J. · Director 2 operations $124K
Price $139.63 Qty 887 Owned 10K Trade date May 19, 2026 Filed date May 26, 2026
Weyers Robert J. Director 2 operations $139.63 887 $124K 10K May 19, 2026 May 26, 2026
Long Donald J. Jr · Director 2 operations $139K
Price $139.63 Qty 998 Owned 6K Trade date May 19, 2026 Filed date May 26, 2026
Long Donald J. Jr Director 2 operations $139.63 998 $139K 6K May 19, 2026 May 26, 2026
Atwell Robert Bruce · Director 2 operations $129K
Price $139.63 Qty 927 Owned 1K Trade date May 19, 2026 Filed date May 26, 2026
Atwell Robert Bruce Director 2 operations $139.63 927 $129K 1K May 19, 2026 May 26, 2026
Dykema John Nicholas · Director 2 operations $137K
Price $139.63 Qty 980 Owned 10K Trade date May 19, 2026 Filed date May 26, 2026
Dykema John Nicholas Director 2 operations $139.63 980 $137K 10K May 19, 2026 May 26, 2026
Tellock Glen E. · Director Grant (A) $60K
Price $139.63 Qty 429 Owned 2K Trade date May 19, 2026 Filed date May 21, 2026
Tellock Glen E. Director Grant (A) $139.63 429 $60K 2K May 19, 2026 May 21, 2026
Smith Oliver Pierce · Director Grant (A) $60K
Price $139.63 Qty 429 Owned 446K Trade date May 19, 2026 Filed date May 21, 2026
Smith Oliver Pierce Director Grant (A) $139.63 429 $60K 446K May 19, 2026 May 21, 2026
Merkatoris Susan L. · Director Grant (A) $60K
Price $139.63 Qty 429 Owned 79K Trade date May 19, 2026 Filed date May 21, 2026
Merkatoris Susan L. Director Grant (A) $139.63 429 $60K 79K May 19, 2026 May 21, 2026
McCormick Tracy S. · Director Grant (A) $60K
Price $139.63 Qty 429 Owned 30K Trade date May 19, 2026 Filed date May 21, 2026
McCormick Tracy S. Director Grant (A) $139.63 429 $60K 30K May 19, 2026 May 21, 2026
Hayek Matthew J. · Director Grant (A) $60K
Price $139.63 Qty 429 Owned 4K Trade date May 19, 2026 Filed date May 21, 2026
Hayek Matthew J. Director Grant (A) $139.63 429 $60K 4K May 19, 2026 May 21, 2026
Godwin Janet E. · Director Grant (A) $60K
Price $139.63 Qty 429 Owned 4K Trade date May 19, 2026 Filed date May 21, 2026
Godwin Janet E. Director Grant (A) $139.63 429 $60K 4K May 19, 2026 May 21, 2026
Moore Hubert Phillip Jr · CFO Gift (G) -65
Owned 39K Trade date May 15, 2026 Filed date May 19, 2026
Moore Hubert Phillip Jr CFO Gift (G) -65 39K May 15, 2026 May 19, 2026
Daniels Michael E. · Director 2 operations 0
Owned 61K Trade date May 5, 2026 Filed date May 7, 2026
Daniels Michael E. Director 2 operations 0 61K May 5, 2026 May 7, 2026
Daniels Michael E. · Director 2 operations 0
Owned 54K Trade date Apr 30, 2026 Filed date May 4, 2026
Daniels Michael E. Director 2 operations 0 54K Apr 30, 2026 May 4, 2026
15 of 92
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Nicolet Bankshares, Inc. (NIC) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Blackrock, Inc. 2.8M
% of shares outstanding 13.0% Filing date Jul 8, 2026
Blackrock, Inc. 2.8M 13.0% Jul 8, 2026
BlackRock Inc. 1.0M
% of shares outstanding 6.9% Filing date Jan 26, 2024
BlackRock Inc. 1.0M 6.9% Jan 26, 2024
2 of 2

Nicolet Bankshares, Inc. (NIC) ownership FAQ

Who owns NIC?

236 reporting institutions disclosed NIC position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.