Filed: 10/21/2026ACC: 0001140361-26-040360
📋 What this filing means
NBT BANK, N.A. filed this quarterly 13F‑HR report disclosing 670 equity positions with a total reported market value of $1.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
670
Positions
$1.47B
Total AUM (reported)
12.99M
Total Shares
Allocation by class
COM$1.47B100.0%
Portfolio Concentration
Top 3$232.79M15.9%
4–10$244.82M16.7%
11–25$241.48M16.5%
Rest$747.04M51.0%
Top 3 weight
15.9%
Top 10 weight
32.6%
Voting Authority Distribution
Total shares with voting rights: 12.99M
Sole
Full voting authority
9.91M
shares
% of voting shares76.3%
Shared
Joint voting authority
30.45K
shares
% of voting shares0.2%
None
No voting authority
3.05M
shares
% of voting shares23.5%
Investment Discretion (by position count)
Sole309
Shared0
Other361
Dominant voting typeSole · 76.3% of voting shares
Institutional Holdings670
Rows:
Microsoft Corp
SOLEShares199.56K
TypeSH
Market value$102.35M
6.98%
Sole
193.90K
Shared
652.00
None
5.01K
Apple Inc
SOLEShares248.62K
TypeSH
Market value$82.79M
5.65%
Sole
234.64K
Shared
1.35K
None
12.63K
Northern TR Mrngstar Glbl Upst
SOLEShares903.31K
TypeSH
Market value$47.64M
3.25%
Sole
895K
Shared
605.00
None
7.70K
Alphabet Inc Cl C
SOLEShares139.34K
TypeSH
Market value$47.48M
3.24%
Sole
135.67K
Shared
109.00
None
3.55K
Alphabet Inc Cl A
SOLEShares135.98K
TypeSH
Market value$46.79M
3.19%
Sole
132.22K
Shared
74.00
None
3.69K
JP Morgan Chase & CO
SOLEShares117.52K
TypeSH
Market value$38.88M
2.65%
Sole
111.36K
Shared
556.00
None
5.61K
Ishares MSCI EAFE Growth ETF
SOLEShares296.19K
TypeSH
Market value$35.49M
2.42%
Sole
292.30K
Shared
280.00
None
3.60K
Johnson & Johnson
SOLEShares102.52K
TypeSH
Market value$27.14M
1.85%
Sole
94.54K
Shared
135.00
None
7.85K
Trane Technologies Plc ADR
SOLEShares56.30K
TypeSH
Market value$25.44M
1.74%
Sole
56.30K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares94.70K
TypeSH
Market value$23.59M
1.61%
Sole
93.27K
Shared
34.00
None
1.40K
Vanguard Short-Term Treasury E
SOLEShares345.73K
TypeSH
Market value$19.90M
1.36%
Sole
345.73K
Shared
0.00
None
0.00
Caterpillar Inc
SOLEShares24.30K
TypeSH
Market value$19.70M
1.34%
Sole
23.07K
Shared
27.00
None
1.20K
Deere & CO
SOLEShares29.02K
TypeSH
Market value$19.49M
1.33%
Sole
28.03K
Shared
82.00
None
908.00
Vanguard S&P 500 ETF
SOLEShares24.66K
TypeSH
Market value$17.28M
1.18%
Sole
24.28K
Shared
0.00
None
381.00
Procter & Gamble CO
SOLEShares112.58K
TypeSH
Market value$16.36M
1.12%
Sole
105.48K
Shared
416.00
None
6.68K
Lowes Cos Inc
SOLEShares87.18K
TypeSH
Market value$16.07M
1.10%
Sole
85.80K
Shared
227.00
None
1.15K
Cisco Systems Inc
SOLEShares149.23K
TypeSH
Market value$16.06M
1.10%
Sole
143.23K
Shared
625.00
None
5.37K
Chevron Corporation
SOLEShares77.86K
TypeSH
Market value$15.90M
1.08%
Sole
73.85K
Shared
384.00
None
3.62K
Berkshire Hathaway Inc-Cl B
SOLEShares31.89K
TypeSH
Market value$15.88M
1.08%
Sole
31.52K
Shared
44.00
None
326.00
Nvidia Corp
SOLEShares68.77K
TypeSH
Market value$15.71M
1.07%
Sole
63.62K
Shared
455.00
None
4.70K
RTX Corporation
SOLEShares79.84K
TypeSH
Market value$14.82M
1.01%
Sole
77.21K
Shared
1.15K
None
1.47K
Palo Alto Networks
SOLEShares34.67K
TypeSH
Market value$13.78M
0.94%
Sole
33.59K
Shared
65.00
None
1.01K
IShares 0-5 Yr TIPs ETF
SOLEShares137.42K
TypeSH
Market value$13.70M
0.93%
Sole
134.75K
Shared
305.00
None
2.37K
McDonalds Corp
SOLEShares58.76K
TypeSH
Market value$13.57M
0.93%
Sole
57.53K
Shared
248.00
None
984.00
NBT Bancorp Inc
SOLEShares264.63K
TypeSH
Market value$13.27M
0.91%
Sole
9.39K
Shared
0.00
None
255.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | Com | 199.56K | SH | $102.35M 6.98% | 193.90K | 652.00 | 5.01K |
Apple IncSOLE | Com | 248.62K | SH | $82.79M 5.65% | 234.64K | 1.35K | 12.63K |
Northern TR Mrngstar Glbl UpstSOLE | Com | 903.31K | SH | $47.64M 3.25% | 895K | 605.00 | 7.70K |
Alphabet Inc Cl CSOLE | Com | 139.34K | SH | $47.48M 3.24% | 135.67K | 109.00 | 3.55K |
Alphabet Inc Cl ASOLE | Com | 135.98K | SH | $46.79M 3.19% | 132.22K | 74.00 | 3.69K |
JP Morgan Chase & COSOLE | Com | 117.52K | SH | $38.88M 2.65% | 111.36K | 556.00 | 5.61K |
Ishares MSCI EAFE Growth ETFSOLE | Com | 296.19K | SH | $35.49M 2.42% | 292.30K | 280.00 | 3.60K |
Johnson & JohnsonSOLE | Com | 102.52K | SH | $27.14M 1.85% | 94.54K | 135.00 | 7.85K |
Trane Technologies Plc ADRSOLE | Com | 56.30K | SH | $25.44M 1.74% | 56.30K | 0.00 | 0.00 |
Amazon.Com IncSOLE | Com | 94.70K | SH | $23.59M 1.61% | 93.27K | 34.00 | 1.40K |
Vanguard Short-Term Treasury ESOLE | Com | 345.73K | SH | $19.90M 1.36% | 345.73K | 0.00 | 0.00 |
Caterpillar IncSOLE | Com | 24.30K | SH | $19.70M 1.34% | 23.07K | 27.00 | 1.20K |
Deere & COSOLE | Com | 29.02K | SH | $19.49M 1.33% | 28.03K | 82.00 | 908.00 |
Vanguard S&P 500 ETFSOLE | Com | 24.66K | SH | $17.28M 1.18% | 24.28K | 0.00 | 381.00 |
Procter & Gamble COSOLE | Com | 112.58K | SH | $16.36M 1.12% | 105.48K | 416.00 | 6.68K |
Lowes Cos IncSOLE | Com | 87.18K | SH | $16.07M 1.10% | 85.80K | 227.00 | 1.15K |
Cisco Systems IncSOLE | Com | 149.23K | SH | $16.06M 1.10% | 143.23K | 625.00 | 5.37K |
Chevron CorporationSOLE | Com | 77.86K | SH | $15.90M 1.08% | 73.85K | 384.00 | 3.62K |
Berkshire Hathaway Inc-Cl BSOLE | Com | 31.89K | SH | $15.88M 1.08% | 31.52K | 44.00 | 326.00 |
Nvidia CorpSOLE | Com | 68.77K | SH | $15.71M 1.07% | 63.62K | 455.00 | 4.70K |
RTX CorporationSOLE | Com | 79.84K | SH | $14.82M 1.01% | 77.21K | 1.15K | 1.47K |
Palo Alto NetworksSOLE | Com | 34.67K | SH | $13.78M 0.94% | 33.59K | 65.00 | 1.01K |
IShares 0-5 Yr TIPs ETFSOLE | Com | 137.42K | SH | $13.70M 0.93% | 134.75K | 305.00 | 2.37K |
McDonalds CorpSOLE | Com | 58.76K | SH | $13.57M 0.93% | 57.53K | 248.00 | 984.00 |
NBT Bancorp IncSOLE | Com | 264.63K | SH | $13.27M 0.91% | 9.39K | 0.00 | 255.24K |
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