Company · Ownership research

NICOLET BANKSHARES INC NIC

CIK 0001174850 · CUSIP 65406E102

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 65406E102 (NIC), not CUSIP 6054E0106 (NIC), and does not merge CUSIPs.

This page lists the top 20 of 109 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$119.80M 734,897 shares	0.02%	-89.00K(-10.80%)Reduced	SEC filing ↗ Nov 4, 2026	▾
02	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$82.30M 504,749 shares	0.00%	+8(0.00%)Added	SEC filing ↗ Nov 6, 2026	▾
03	Bank of New York Mellon Corp CIK 1390777 · View history	$22.80M 139,861 shares	0.00%	+434(+0.30%)Added	SEC filing ↗ Nov 5, 2026	▾
04	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$15.58M 95,552 shares	0.01%	-28.83K(-23.20%)Reduced	SEC filing ↗ Nov 2, 2026	▾
05	Merit Financial Group, LLC CIK 1621225 · View history	$7.68M 47,124 shares	0.04%	+267(+0.60%)Added	SEC filing ↗ Nov 6, 2026	▾
06	Creative Planning CIK 1540235 · View history	$6.61M 40,529 shares	0.00%	+838(+2.10%)Added	SEC filing ↗ Nov 2, 2026	▾
07	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 1632972 · View history	$5.58M 34,009 shares	0.01%	+6.73K(+24.70%)Added	SEC filing ↗ Oct 13, 2026	▾
08	CITIGROUP INC CIK 831001 · View history	$5.50M 33,741 shares	0.00%	+8.86K(+35.60%)Added	SEC filing ↗ Nov 4, 2026	▾
09	BARCLAYS PLC CIK 312069 · View history	$5.25M 32,223 shares	0.00%	+2.81K(+9.60%)Added	SEC filing ↗ Nov 6, 2026	▾
10	ANCHOR CAPITAL ADVISORS LLC CIK 813933 · View history	$3.33M 20,432 shares	0.10%	-449(-2.20%)Reduced	SEC filing ↗ Nov 5, 2026	▾
11	DEUTSCHE BANK AG\ CIK 948046 · View history	$3.20M 19,606 shares	0.00%	-1.44K(-6.90%)Reduced	SEC filing ↗ Nov 6, 2026	▾
12	Legacy Private Trust Co. CIK 1352547 · View history	$3.05M 18,717 shares	0.17%	-140(-0.70%)Reduced	SEC filing ↗ Oct 6, 2026	▾
13	Sugar Maple Asset Management, LLC CIK 2012673 · View history	$2.44M 14,974 shares	1.39%	+517(+3.60%)Added	SEC filing ↗ Oct 13, 2026	▾
14	Thrivent Financial for Lutherans CIK 314984 · View history	$2.06M 12,663 shares	0.00%	-176(-1.40%)Reduced	SEC filing ↗ Nov 5, 2026	▾
15	Associated Banc-Corp CIK 7789 · View history	$1.68M 10,312 shares	0.04%	0(0.00%)Unchanged	SEC filing ↗ Oct 30, 2026	▾
16	Dana Investment Advisors, Inc. CIK 1427514 · View history	$1.63M 10,000 shares	0.04%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾
17	Illinois Municipal Retirement Fund CIK 1541910 · View history	$1.63M 9,992 shares	0.02%	+9.99KNew	SEC filing ↗ Nov 5, 2026	▾
18	PNC FINANCIAL SERVICES GROUP, INC. CIK 713676 · View history	$1.50M 9,196 shares	0.00%	+112(+1.20%)Added	SEC filing ↗ Nov 6, 2026	▾
19	Russell Investments Group, Ltd. CIK 1692234 · View history	$1.47M 9,005 shares	0.00%	-636(-6.60%)Reduced	SEC filing ↗ Nov 6, 2026	▾
20	STEPH & CO CIK 941519 · View history	$1.44M 8,840 shares	0.37%	0(0.00%)Unchanged	SEC filing ↗ Oct 7, 2026	▾

Showing 20 / 109 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

109

Cancelled or null records excluded

Disclosed shares

1,983,961

Not deduplicated across managers

Disclosed value

$323.48M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

NICOLET BANKSHARES INC · Q3 2026

Explore all 109 reporting institutions.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.