Filed: 4/17/2025ACC: 0001140361-25-014423
📋 What this filing means
NBT BANK N A /NY filed this quarterly 13F‑HR report disclosing 1043 equity positions with a total reported market value of $1.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1043
Positions
$1.38B
Total AUM (reported)
13.58M
Total Shares
Allocation by class
COM$1.38B100.0%
Portfolio Concentration
Top 3$180.47M13.0%
4–10$172.95M12.5%
11–25$240.75M17.4%
Rest$790.23M57.1%
Top 3 weight
13.0%
Top 10 weight
25.5%
Voting Authority Distribution
Total shares with voting rights: 13.58M
Sole
Full voting authority
10.80M
shares
% of voting shares79.5%
Shared
Joint voting authority
35.53K
shares
% of voting shares0.3%
None
No voting authority
2.75M
shares
% of voting shares20.2%
Investment Discretion (by position count)
Sole503
Shared0
Other540
Dominant voting typeSole · 79.5% of voting shares
Institutional Holdings1043
Rows:
Microsoft Corp
SOLEShares209.71K
TypeSH
Market value$78.72M
5.69%
Sole
204.16K
Shared
754.00
None
4.79K
Apple Inc
SOLEShares282.22K
TypeSH
Market value$62.69M
4.53%
Sole
265.83K
Shared
1.85K
None
14.53K
FlexShares Mstar Glbl Upstrm N
SOLEShares1.01M
TypeSH
Market value$39.06M
2.82%
Sole
999.46K
Shared
340.00
None
6.75K
JP Morgan Chase & CO
SOLEShares134.79K
TypeSH
Market value$33.06M
2.39%
Sole
128.04K
Shared
620.00
None
6.13K
Ishares MSCI EAFE Growth ETF
SOLEShares261.44K
TypeSH
Market value$26.14M
1.89%
Sole
257.98K
Shared
125.00
None
3.33K
Alphabet Inc Cl A
SOLEShares159K
TypeSH
Market value$24.59M
1.78%
Sole
155.21K
Shared
74.00
None
3.72K
Alphabet Inc Cl C
SOLEShares153.31K
TypeSH
Market value$23.95M
1.73%
Sole
148.56K
Shared
86.00
None
4.66K
Lowes Cos Inc
SOLEShares96.52K
TypeSH
Market value$22.51M
1.63%
Sole
95.13K
Shared
240.00
None
1.15K
Procter & Gamble CO
SOLEShares129.16K
TypeSH
Market value$22.01M
1.59%
Sole
120.82K
Shared
446.00
None
7.90K
McDonalds Corp
SOLEShares66.21K
TypeSH
Market value$20.68M
1.49%
Sole
64.72K
Shared
252.00
None
1.23K
Trane Technologies Plc ADR
SOLEShares60.20K
TypeSH
Market value$20.28M
1.47%
Sole
60.20K
Shared
0.00
None
0.00
Exxonmobil Corp
SOLEShares166.62K
TypeSH
Market value$19.82M
1.43%
Sole
160.66K
Shared
939.00
None
5.02K
Johnson & Johnson
SOLEShares112.33K
TypeSH
Market value$18.63M
1.35%
Sole
104.15K
Shared
145.00
None
8.03K
Berkshire Hathaway Inc-Cl B
SOLEShares34.63K
TypeSH
Market value$18.44M
1.33%
Sole
34.23K
Shared
68.00
None
326.00
Amazon.Com Inc
SOLEShares96.47K
TypeSH
Market value$18.35M
1.33%
Sole
95.84K
Shared
0.00
None
627.00
Ishares Core S&P US
DFNDShares131.31K
TypeSH
Market value$16.69M
1.21%
Sole
0.00
Shared
0.00
None
131.31K
Vanguard Value Etf
DFNDShares95.85K
TypeSH
Market value$16.56M
1.20%
Sole
0.00
Shared
0.00
None
95.85K
Deere & CO
SOLEShares32.94K
TypeSH
Market value$15.46M
1.12%
Sole
31.95K
Shared
82.00
None
906.00
Vanguard Total Stock Market
DFNDShares54.47K
TypeSH
Market value$14.97M
1.08%
Sole
0.00
Shared
0.00
None
54.47K
Abbott Labs
SOLEShares109.73K
TypeSH
Market value$14.56M
1.05%
Sole
107K
Shared
522.00
None
2.21K
Chevron Corporation
SOLEShares86.89K
TypeSH
Market value$14.53M
1.05%
Sole
82.50K
Shared
544.00
None
3.85K
Costco Wholesale Corp
SOLEShares15.25K
TypeSH
Market value$14.42M
1.04%
Sole
15.02K
Shared
0.00
None
226.00
iShares TR 1-5 Yr Inv Gr Corp
SOLEShares253.19K
TypeSH
Market value$13.26M
0.96%
Sole
244K
Shared
0.00
None
9.19K
Automatic Data Processing Inc
SOLEShares42.36K
TypeSH
Market value$12.94M
0.93%
Sole
41.44K
Shared
70.00
None
851.00
Pepsico Inc
SOLEShares78.99K
TypeSH
Market value$11.84M
0.86%
Sole
77.26K
Shared
282.00
None
1.44K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | Com | 209.71K | SH | $78.72M 5.69% | 204.16K | 754.00 | 4.79K |
Apple IncSOLE | Com | 282.22K | SH | $62.69M 4.53% | 265.83K | 1.85K | 14.53K |
FlexShares Mstar Glbl Upstrm NSOLE | Com | 1.01M | SH | $39.06M 2.82% | 999.46K | 340.00 | 6.75K |
JP Morgan Chase & COSOLE | Com | 134.79K | SH | $33.06M 2.39% | 128.04K | 620.00 | 6.13K |
Ishares MSCI EAFE Growth ETFSOLE | Com | 261.44K | SH | $26.14M 1.89% | 257.98K | 125.00 | 3.33K |
Alphabet Inc Cl ASOLE | Com | 159K | SH | $24.59M 1.78% | 155.21K | 74.00 | 3.72K |
Alphabet Inc Cl CSOLE | Com | 153.31K | SH | $23.95M 1.73% | 148.56K | 86.00 | 4.66K |
Lowes Cos IncSOLE | Com | 96.52K | SH | $22.51M 1.63% | 95.13K | 240.00 | 1.15K |
Procter & Gamble COSOLE | Com | 129.16K | SH | $22.01M 1.59% | 120.82K | 446.00 | 7.90K |
McDonalds CorpSOLE | Com | 66.21K | SH | $20.68M 1.49% | 64.72K | 252.00 | 1.23K |
Trane Technologies Plc ADRSOLE | Com | 60.20K | SH | $20.28M 1.47% | 60.20K | 0.00 | 0.00 |
Exxonmobil CorpSOLE | Com | 166.62K | SH | $19.82M 1.43% | 160.66K | 939.00 | 5.02K |
Johnson & JohnsonSOLE | Com | 112.33K | SH | $18.63M 1.35% | 104.15K | 145.00 | 8.03K |
Berkshire Hathaway Inc-Cl BSOLE | Com | 34.63K | SH | $18.44M 1.33% | 34.23K | 68.00 | 326.00 |
Amazon.Com IncSOLE | Com | 96.47K | SH | $18.35M 1.33% | 95.84K | 0.00 | 627.00 |
Ishares Core S&P USDFND | COM | 131.31K | SH | $16.69M 1.21% | 0.00 | 0.00 | 131.31K |
Vanguard Value EtfDFND | COM | 95.85K | SH | $16.56M 1.20% | 0.00 | 0.00 | 95.85K |
Deere & COSOLE | Com | 32.94K | SH | $15.46M 1.12% | 31.95K | 82.00 | 906.00 |
Vanguard Total Stock MarketDFND | COM | 54.47K | SH | $14.97M 1.08% | 0.00 | 0.00 | 54.47K |
Abbott LabsSOLE | Com | 109.73K | SH | $14.56M 1.05% | 107K | 522.00 | 2.21K |
Chevron CorporationSOLE | Com | 86.89K | SH | $14.53M 1.05% | 82.50K | 544.00 | 3.85K |
Costco Wholesale CorpSOLE | Com | 15.25K | SH | $14.42M 1.04% | 15.02K | 0.00 | 226.00 |
iShares TR 1-5 Yr Inv Gr CorpSOLE | Com | 253.19K | SH | $13.26M 0.96% | 244K | 0.00 | 9.19K |
Automatic Data Processing IncSOLE | Com | 42.36K | SH | $12.94M 0.93% | 41.44K | 70.00 | 851.00 |
Pepsico IncSOLE | Com | 78.99K | SH | $11.84M 0.86% | 77.26K | 282.00 | 1.44K |
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