Nbt Bank N A /Ny Top Holdings and 13F Report (2025)

About Nbt Bank N A /Ny

Investment Activity

Nbt Bank N A /Ny has $1.44 billion in total holdings as of December 31, 2024.
Nbt Bank N A /Ny owns shares of 954 different stocks, but just 111 companies or ETFs make up 80% of its holdings.
Approximately 64.16% of the portfolio was purchased this quarter.
About 2.54% of the portfolio was sold this quarter.
This quarter, Nbt Bank N A /Ny has purchased 1,001 new stocks and bought additional shares in 289 stocks.
Nbt Bank N A /Ny sold shares of 222 stocks and completely divested from 94 stocks this quarter.

Largest Holdings

Microsoft: $89,749,574
Apple: $73,068,403
FlexShares Global Upstream Natural Resources Index Fund: $42,449,137
JPMorgan Chase & Co.: $33,231,553
Alphabet: $31,644,602

Largest New Holdings this Quarter

Vanguard Total World Stock ETF: $1,087,395 Holding
TE Connectivity PLC: $764,318 Holding
Amentum Holdings Inc: $63,111 Holding
Palantir Technologies, Inc.: $52,941 Holding
Woodward: $33,617 Holding

Largest Purchases this Quarter

Microsoft: 211,751 shares (about $89.25M)
Apple: 281,507 shares (about $70.50M)
FlexShares Global Upstream Natural Resources Index Fund: 1,167,284 shares (about $42.44M)
JPMorgan Chase & Co.: 136,613 shares (about $32.75M)
Alphabet: 164,166 shares (about $31.08M)

Largest Sales this Quarter

Eli Lilly and Company: 10,155 shares (about $7.85M)
Sherwin-Williams: 8,114 shares (about $2.76M)
Schlumberger: 39,483 shares (about $1.51M)
Berkshire Hathaway: 3,253 shares (about $1.47M)
iShares ESG Aware MSCI USA ETF: 8,817 shares (about $1.14M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$89,749,574	$89,253,047 ▲	17,975.5%	212,929	6.2%	Computer and Technology
AAPL Apple	$73,068,403	$70,495,083 ▲	2,739.5%	291,783	5.1%	Computer and Technology
GUNR FlexShares Global Upstream Natural Resources Index Fund	$42,449,137	$42,442,447 ▲	634,393.5%	1,167,468	3.0%	ETF
JPM JPMorgan Chase & Co.	$33,231,553	$32,747,577 ▲	6,766.4%	138,632	2.3%	Finance
GOOGL Alphabet	$31,644,602	$31,076,515 ▲	5,470.4%	167,167	2.2%	Computer and Technology
GOOG Alphabet	$29,955,192	$29,580,788 ▲	7,900.8%	157,295	2.1%	Computer and Technology
EFG iShares MSCI EAFE Growth ETF	$25,313,201	$24,938,178 ▲	6,649.8%	261,419	1.8%	ETF
LOW Lowe's Companies	$24,209,105	$24,027,954 ▲	13,264.0%	98,092	1.7%	Retail/Wholesale
TT Trane Technologies	$22,484,920	$26,593 ▼	-0.1%	60,877	1.6%	Construction
PG Procter & Gamble	$22,453,365	$21,846,137 ▲	3,597.7%	133,930	1.6%	Consumer Staples
AMZN Amazon.com	$21,448,663	$21,176,619 ▲	7,784.3%	97,765	1.5%	Retail/Wholesale
MCD McDonald's	$19,837,172	$19,812,241 ▲	79,469.8%	68,430	1.4%	Retail/Wholesale
XOM Exxon Mobil	$18,340,147	$17,497,013 ▲	2,075.2%	170,495	1.3%	Oils/Energy
IUSG iShares Core S&P U.S. Growth ETF	$17,724,763	$1,026,731 ▲	6.1%	127,196	1.2%	Manufacturing
JNJ Johnson & Johnson	$17,321,283	$278,538 ▼	-1.6%	119,771	1.2%	Medical
BRK.B Berkshire Hathaway	$16,476,728	$14,866,224 ▲	923.1%	36,350	1.1%	Finance
CAT Caterpillar	$15,876,560	$346,436 ▼	-2.1%	43,766	1.1%	Industrial Products
VTV Vanguard Value ETF	$15,747,856	$1,641,541 ▲	11.6%	93,017	1.1%	ETF
COST Costco Wholesale	$15,309,956	$15,158,771 ▲	10,026.7%	16,709	1.1%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$15,099,621	$14,274,245 ▲	1,729.4%	52,102	1.1%	ETF
DE Deere & Company	$14,695,142	$14,690,905 ▲	346,730.0%	34,683	1.0%	Industrial Products
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$13,415,478	$13,387,405 ▲	47,687.7%	259,487	0.9%	Manufacturing
ADP Automatic Data Processing	$12,998,676	$12,981,698 ▲	76,460.3%	44,405	0.9%	Business Services
ABT Abbott Laboratories	$12,940,689	$12,865,245 ▲	17,052.6%	114,408	0.9%	Medical
CVX Chevron	$12,833,207	$12,786,134 ▲	27,162.5%	88,603	0.9%	Oils/Energy
PEP PepsiCo	$12,516,667	$12,335,564 ▲	6,811.3%	82,314	0.9%	Consumer Staples
NBTB NBT Bancorp	$12,233,075	$11,472,400 ▲	1,508.2%	256,136	0.9%	Finance
SDY SPDR S&P Dividend ETF	$10,990,324	$1,022,454 ▼	-8.5%	83,197	0.8%	ETF
WMT Walmart	$10,954,847	$9,809,480 ▲	856.4%	121,249	0.8%	Retail/Wholesale
DHR Danaher	$10,507,881	$303,236 ▼	-2.8%	45,776	0.7%	Medical
CSCO Cisco Systems	$10,435,437	$10,357,589 ▲	13,304.9%	176,274	0.7%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$10,066,385	$71,764 ▼	-0.7%	17,674	0.7%	ETF
RTX RTX	$9,965,922	$9,763,296 ▲	4,818.4%	86,121	0.7%	Aerospace
MRK Merck & Co., Inc.	$9,925,119	$9,832,603 ▲	10,628.0%	99,770	0.7%	Medical
UNH UnitedHealth Group	$9,907,505	$393,063 ▼	-3.8%	19,585	0.7%	Medical
SPGI S&P Global	$9,861,492	$2,490 ▼	0.0%	19,801	0.7%	Business Services
ABBV AbbVie	$9,711,305	$9,568,257 ▲	6,688.8%	54,650	0.7%	Medical
NVDA NVIDIA	$9,558,920	$9,403,009 ▲	6,031.0%	71,181	0.7%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$9,277,201	$104,910 ▼	-1.1%	15,829	0.6%	Finance
IBM International Business Machines	$8,740,589	$8,043,294 ▲	1,153.5%	39,761	0.6%	Computer and Technology
STIP iShares 0-5 Year TIPS Bond ETF	$8,675,543	$8,670,714 ▲	179,562.5%	86,238	0.6%	ETF
GWW W.W. Grainger	$8,638,994	$1,054 ▼	0.0%	8,196	0.6%	Industrial Products
ORCL Oracle	$8,593,125	$8,325,668 ▲	3,112.9%	51,567	0.6%	Computer and Technology
UNP Union Pacific	$8,540,326	$34,662 ▼	-0.4%	37,451	0.6%	Transportation
VCSH Vanguard Short-Term Corporate Bond ETF	$8,361,814	$7,431,233 ▲	798.6%	107,189	0.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$8,210,461	$314,503 ▼	-3.7%	116,825	0.6%	ETF
TJX TJX Companies	$8,105,143	$136,032 ▼	-1.7%	67,090	0.6%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$8,021,906	$4,889,225 ▲	156.1%	14,888	0.6%	ETF
SCHD Schwab US Dividend Equity ETF	$7,817,891	$7,816,006 ▲	414,624.6%	286,160	0.5%	ETF
LLY Eli Lilly and Company	$7,796,428	$142,820 ▼	-1.8%	10,099	0.5%	Medical
IWM iShares Russell 2000 ETF	$7,661,961	$7,499,998 ▲	4,630.7%	34,676	0.5%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$7,517,976	$539,100 ▲	7.7%	91,705	0.5%	Manufacturing
DIS Walt Disney	$7,235,059	$7,098,656 ▲	5,204.2%	64,976	0.5%	Consumer Discretionary
NEE NextEra Energy	$6,549,240	$259,733 ▼	-3.8%	91,355	0.5%	Utilities
HON Honeywell International	$6,495,919	$6,484,624 ▲	57,414.0%	28,757	0.5%	Multi-Sector Conglomerates
AGG iShares Core U.S. Aggregate Bond ETF	$6,366,911	$5,658,766 ▲	799.1%	65,706	0.4%	Finance
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund	$6,311,775	$6,308,413 ▲	187,648.4%	116,404	0.4%	ETF
HD Home Depot	$6,284,010	$215,107 ▼	-3.3%	16,155	0.4%	Retail/Wholesale
MMC Marsh & McLennan Companies	$6,074,501	$6,063,881 ▲	57,096.0%	28,598	0.4%	Finance
EFA iShares MSCI EAFE ETF	$5,768,296	$14,668 ▼	-0.3%	76,290	0.4%	Finance
TMO Thermo Fisher Scientific	$5,755,825	$5,745,420 ▲	55,220.0%	11,064	0.4%	Medical
NYF iShares New York Muni Bond ETF	$5,750,155	$570,412 ▲	11.0%	108,045	0.4%	ETF
KO Coca-Cola	$5,748,901	$5,734,519 ▲	39,872.7%	92,337	0.4%	Consumer Staples
VBR Vanguard Small-Cap Value ETF	$5,725,024	$5,607,900 ▲	4,788.0%	28,888	0.4%	ETF
AXP American Express	$5,630,700	$122,277 ▼	-2.1%	18,972	0.4%	Finance
IJT iShares S&P Small-Cap 600 Growth ETF	$5,488,035	$5,034,952 ▲	1,111.3%	40,541	0.4%	ETF
PFE Pfizer	$5,449,110	$5,123,348 ▲	1,572.7%	205,394	0.4%	Medical
AOR iShares Core Growth Allocation ETF	$5,387,621	$440,390 ▲	8.9%	93,992	0.4%	ETF
QCOM QUALCOMM	$5,309,569	$56,532 ▼	-1.1%	34,563	0.4%	Computer and Technology
V Visa	$5,287,666	$5,231,727 ▲	9,352.5%	16,731	0.4%	Business Services
IR Ingersoll Rand	$5,285,939		0.0%	58,434	0.4%	Industrial Products
IXUS iShares Core MSCI Total International Stock ETF	$5,091,193	$4,968,239 ▲	4,040.7%	76,976	0.4%	Manufacturing
TLT iShares 20+ Year Treasury Bond ETF	$4,921,133	$641,264 ▲	15.0%	56,351	0.3%	ETF
ANGL VanEck Fallen Angel High Yield Bond ETF	$4,863,864	$4,650,846 ▲	2,183.3%	169,650	0.3%	Manufacturing
GS The Goldman Sachs Group	$4,841,502	$573,765 ▲	13.4%	8,455	0.3%	Finance
LMT Lockheed Martin	$4,802,811	$23,810 ▼	-0.5%	9,884	0.3%	Aerospace
META Meta Platforms	$4,740,289	$4,692,863 ▲	9,895.1%	8,096	0.3%	Computer and Technology
CRM Salesforce	$4,662,657	$4,654,299 ▲	55,684.0%	13,946	0.3%	Computer and Technology
GD General Dynamics	$4,567,335	$4,552,053 ▲	29,786.2%	17,334	0.3%	Aerospace
BMY Bristol-Myers Squibb	$4,565,752	$4,545,899 ▲	22,898.3%	80,724	0.3%	Medical
BMO Bank of Montreal	$4,409,564	$4,370,744 ▲	11,259.0%	45,436	0.3%	Finance
TROW T. Rowe Price Group	$4,345,709	$4,332,251 ▲	32,191.6%	38,427	0.3%	Finance
MDLZ Mondelez International	$4,185,148	$4,179,175 ▲	69,968.0%	70,068	0.3%	Consumer Staples
CARR Carrier Global	$4,141,607	$4,135,327 ▲	65,850.0%	60,674	0.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$4,102,583	$115,795 ▼	-2.7%	17,644	0.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,065,541	$4,013,201 ▲	7,667.5%	65,247	0.3%	ETF
PM Philip Morris International	$3,905,117	$3,890,675 ▲	26,940.0%	32,448	0.3%	Consumer Staples
ETN Eaton	$3,898,145	$233,305 ▼	-5.6%	11,746	0.3%	Industrial Products
TGT Target	$3,882,499	$8,922 ▼	-0.2%	28,721	0.3%	Retail/Wholesale
IBB iShares Biotechnology ETF	$3,831,488	$3,821,572 ▲	38,540.0%	28,980	0.3%	Finance
PANW Palo Alto Networks	$3,776,580	$2,069,795 ▲	121.3%	20,755	0.3%	Computer and Technology
SCHF Schwab International Equity ETF	$3,768,968	$3,614,956 ▲	2,347.2%	203,728	0.3%	ETF
Linde PLC	$3,743,747	$125,601 ▼	-3.2%	8,942	0.3%	Com
MA Mastercard	$3,698,627	$3,695,994 ▲	140,380.0%	7,024	0.3%	Business Services
EEM iShares MSCI Emerging Markets ETF	$3,553,198	$18,359 ▼	-0.5%	84,964	0.2%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$3,533,988	$3,480,463 ▲	6,502.4%	67,675	0.2%	ETF
XLB Materials Select Sector SPDR Fund	$3,442,562	$12,705 ▼	-0.4%	40,915	0.2%	ETF
BRK.A Berkshire Hathaway	$3,404,600		0.0%	5	0.2%	Finance
VZ Verizon Communications	$3,371,797	$3,055,076 ▲	964.6%	84,316	0.2%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$3,365,433	$2,111,044 ▲	168.3%	42,790	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Nbt Bank N A /Ny Top Holdings and 13F Report (2025)

About Nbt Bank N A /Ny

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Nbt Bank N A /Ny Top Holdings and 13F Report (2025)

About Nbt Bank N A /Ny

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNbt Bank N A /Ny

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools