XNYS: NIC

Mid-range Performer

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109.11 -3.11 (-2.77%)

45.02% Gain from 52W Low

52,072 XNYS Volume

XNYS 28 Mar, 2025 5:30 PM (EDT)

MF holding change 3Month%

Nicolet Bankshares Inc. Ownership Pattern for Latest - Insider, Institutional, Mutual Fund shareholdings

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Nicolet Bankshares Inc. ownership pattern - Insider holdings, Institutional, Mutual Fund holding changes for Latest

Promoter Shareholding trend

Institutional Shareholding trend

MF Shareholding Trends

No of Institutions holding shares

Insiders have decreased holdings from 15.45% to 15.45% in Mar 2025

Institutional Investors holding remains unchanged at 47.30% in Mar 2025

Mutual Funds holding remains unchanged at 37.07% in Mar 2025

Nicolet Bankshares Inc. Top Insiders and Share Ownership

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Nicolet Bankshares Inc. insider ownership and trend

Name	Holding Percent	Current Shares Owned	Value (USD Mn)	Holding 1M change	Holding 1M change percent	Holding 2M change percent	Holding 3M change	Holding 3M change percent	Date
Ms. Brenda L. Johnson	6.4%	671,489	73.3	0	0%	0%	0	0%	21 Jan, 2025
Mr. Oliver Pierce Smith	4.24%	445,283	48.6	0	0%	0%	0	0%	28 Jun, 2024
Ms. Susan L. Merkatoris	0.78%	81,918	8.9	-300	-0.36%	0%	-1,000	-1.2%	07 Mar, 2025
Mr. Michael E. Daniels	0.78%	81,454	8.9	0	0%	0%	0	0%	20 Nov, 2024
Mr. Donald J. Long, Jr	0.76%	80,280	8.8	0	0%	0%	0	0%	21 Jan, 2025
Mr. Robert J. Weyers	0.5%	52,156	5.7	0	0%	0%	0	0%	21 Jan, 2025
Mr. John N. Dykema	0.41%	43,477	4.7	0	0%	0%	0	0%	21 Jan, 2025
Mr. Robert B. Atwell	0.32%	33,816	3.7	0	0%	0%	0	0%	24 Feb, 2025
Mr. Hubert Phillip Moore, Jr	0.32%	33,253	3.6	0	0%	0%	0	0%	19 Nov, 2024
Mr. Brad Vincent Hutjens	0.28%	29,593	3.2	0	0%	0%	0	0%	26 Nov, 2024
Mr. Eric James Witczak	0.27%	28,830	3.1	0	0%	0%	0	0%	20 Nov, 2024
Dr. Lynn D. Davis, PhD	0.11%	11,899	1.3	0	0%	0%	0	0%	28 May, 2024
Mr. Andrew F. Hetzel, Jr	0.08%	8,218	0.9	0	0%	0%	0	0%	21 Jan, 2025
Mr. Christopher J. Ghidorzi	0.08%	7,947	0.9	0	0%	0%	0	0%	21 Jan, 2025
Mr. Dustin J. McClone	0.04%	4,416	0.5	0	0%	0%	0	0%	21 Jan, 2025
Mr. Hector Colon	0.03%	3,392	0.4	0	0%	0%	0	0%	21 Jan, 2025
Ms. Marcia M. Anderson	0.02%	2,172	0.2	0	0%	0%	0	0%	21 Jan, 2025
Mr. Glen E. Tellock	0.01%	1,524	0.2	0	0%	0%	0	0%	28 May, 2024
Mr. Marc Thomas Lambrecht	0%	143	0.0	0	0%	0%	0	0%	13 May, 2021

19 Results

*All financials are in $ Million

Nicolet Bankshares Inc. Top Institutional (13F) Shareholders

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Nicolet Bankshares Inc. institutional ownership and trend

Name	Holding Percent	Current Shares Owned	Value (USD Mn)	Holding 1M change percent	Holding 2M change percent	Holding 3M change percent	Date
BlackRock Inc	7.17%	1,094,351	119.4	0%	0%	0%	31 Dec, 2024
Nicolet Bankshares Inc	5.52%	842,385	91.9	0%	0%	0%	31 Dec, 2024
Vanguard Group Inc	4.83%	737,123	80.4	0%	0%	0%	31 Dec, 2024
Dimensional Fund Advisors, Inc.	4.21%	641,740	70.0	0%	0%	0%	31 Dec, 2024
FMR Inc	3.34%	510,021	55.6	0%	0%	0%	31 Dec, 2024
State Street Corp	2.74%	417,597	45.6	0%	0%	0%	31 Dec, 2024
AllianceBernstein L.P.	2.3%	350,694	38.3	0%	0%	0%	31 Dec, 2024
Geode Capital Management, LLC	1.99%	303,748	33.1	0%	0%	0%	31 Dec, 2024
Manufacturers Life Insurance Co	1.52%	232,492	25.4	0%	0%	0%	31 Dec, 2024
HHG PLC	1.18%	180,218	19.7	0%	0%	0%	31 Dec, 2024
Northern Trust Corp	0.88%	134,755	14.7	0%	0%	0%	31 Dec, 2024
Charles Schwab Investment Management Inc	0.84%	127,925	14.0	0%	0%	0%	31 Dec, 2024
Goldman Sachs Group Inc	0.65%	99,506	10.9	0%	0%	0%	31 Dec, 2024
JPMorgan Chase & Co	0.5%	76,385	8.3	0%	0%	0%	31 Dec, 2024
Bank of New York Mellon Corp	0.38%	58,247	6.4	0%	0%	0%	31 Dec, 2024
Morgan Stanley - Brokerage Accounts	0.38%	57,374	6.3	0%	0%	0%	31 Dec, 2024
Oberweis Asset Management Inc	0.36%	55,200	6.0	0%	0%	0%	31 Dec, 2024
NorthStar Asset Management, Inc.	0.3%	46,088	5.0	0%	0%	0%	31 Dec, 2024
Advisory Research Inc	0.29%	44,723	4.9	0%	0%	0%	31 Dec, 2024
Qube Research & Technologies	0.29%	43,573	4.8	0%	0%	0%	31 Dec, 2024
Weiss Asset Management LP	0.28%	43,003	4.7	0%	0%	0%	31 Dec, 2024
N.E.W. Advisory Services LLC	0.26%	39,995	4.4	0%	0%	0%	31 Dec, 2024
Wealth Enhancement Advisory Services, LLC	0.26%	38,932	4.2	0%	0%	0%	31 Dec, 2024
Nuveen Asset Management, LLC	0.23%	34,854	3.8	0%	0%	0%	31 Dec, 2024
Merit Financial Group, LLC	0.23%	34,543	3.8	0%	0%	0%	31 Dec, 2024

161 Results

*All financials are in $ Million

Nicolet Bankshares Inc. Top Mutual Fund Shareholders

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Nicolet Bankshares Inc. MF ownership and trend

Name	Holding Percent	Current Shares Owned	Value (USD Mn)	Holding 1M change percent	Holding 2M change	Holding 2M change percent	Holding 3M change	Holding 3M change percent	Date
Vanguard US Total Market Shares ETF	2.59%	394,844	43.1	0%	0	0%	0	0%	30 Sep, 2024
Vanguard Total Stock Market Index Fund	2.57%	391,836	42.8	0%	516	0.13%	1,774	0.46%	28 Feb, 2025
iShares Russell 2000 ETF	2.38%	363,841	39.7	0%	-4,307	-1.17%	-885	-0.23%	28 Feb, 2025
Vanguard Institutional Extnd Mkt Idx Tr	1.33%	203,405	22.2	0%	320	0.16%	61	0.03%	28 Feb, 2025
Vanguard Extended Market Index Fund	1.29%	189,709	20.7	0%	0	0%	0	0%	31 Jul, 2023
Fidelity Low-Priced Stock Fund	1.16%	177,129	19.3	0%	0	0%	0	0%	31 Dec, 2024
Janus Henderson Small Cap Value Fund	1.09%	165,607	18.1	0%	0	0%	0	0%	31 Jan, 2025
Fidelity Global Value Growth Eq MF	0.97%	147,200	16.1	0%	0	0%	0	0%	20 Feb, 2024
Fidelity Global Bargain Growth Stocks MF	0.92%	137,500	15.0	0%	0	0%	0	0%	21 Aug, 2023
Fidelity Small Cap Index Fund	0.88%	134,807	14.7	0%	0	0%	0	0%	31 Dec, 2024
JHancock Regional Bank Fund	0.76%	115,813	12.6	0%	0	0%	0	0%	31 Jan, 2025
DFA US Targeted Value Portfolio	0.68%	103,993	11.3	0%	0	0%	0	0%	31 Jan, 2025
iShares Russell 2000 Value ETF	0.62%	94,249	10.3	0%	-910	-0.96%	650	0.69%	28 Feb, 2025
JHancock Financial Opportunities	0.58%	89,093	9.7	0%	0	0%	0	0%	31 Jan, 2025
State Street Russell Small/Mid Cap®	0.55%	84,490	9.2	0%	0	0%	0	0%	28 Feb, 2025
AB Small Cap Value Portfolio	0.5%	76,130	8.3	0%	0	0%	0	0%	31 Jan, 2025
Dimensional US Targeted Value ETF	0.5%	75,733	8.3	0%	0	0%	-11	-0.02%	28 Feb, 2025
Fidelity Extended Market Index Fund	0.48%	72,844	7.9	0%	0	0%	-1,106	-1.5%	31 Jan, 2025
DFA US Small Cap Portfolio	0.44%	66,431	7.2	0%	0	0%	0	0%	31 Jan, 2025
Schwab US Small-Cap ETF™	0.42%	64,497	7.0	0%	0	0%	0	0%	28 Feb, 2025
DFA US Micro Cap Portfolio	0.42%	64,165	7.0	0%	0	0%	0	0%	31 Jan, 2025
Vanguard Russell 2000 Index Fund	0.4%	61,644	6.7	0%	1,657	2.76%	-3,872	-6.06%	28 Feb, 2025
Strategic Advisers® Fidelity US TtlStkFd	0.39%	59,600	6.5	0%	0	0%	0	0%	31 Jan, 2025
SPDR® S&P Regional Banking ETF	0.37%	56,251	6.1	0%	-1,548	-2.68%	946	1.44%	28 Feb, 2025
Oberweis Micro Cap Fund	0.36%	55,200	6.0	0%	0	0%	0	0%	31 Dec, 2024

550 Results

*All financials are in $ Million

45.02% Gain from 52W Low

Nicolet Bankshares Inc. Ownership Pattern for Latest - Insider, Institutional, Mutual Fund shareholdings

Nicolet Bankshares Inc. ownership pattern - Insider holdings, Institutional, Mutual Fund holding changes for Latest

Promoter Shareholding trend

Institutional Shareholding trend

MF Shareholding Trends

No of Institutions holding shares

Insiders have decreased holdings from 15.45% to 15.45% in Mar 2025

Institutional Investors holding remains unchanged at 47.30% in Mar 2025

Mutual Funds holding remains unchanged at 37.07% in Mar 2025

Nicolet Bankshares Inc. Top Insiders and Share Ownership

Nicolet Bankshares Inc. insider ownership and trend

Nicolet Bankshares Inc. Top Institutional (13F) Shareholders

Nicolet Bankshares Inc. institutional ownership and trend

Nicolet Bankshares Inc. Top Mutual Fund Shareholders

Nicolet Bankshares Inc. MF ownership and trend

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