Nicolet Bankshares (NIC) reports $3.15B across 916 positions in latest 13F

Rhea-AI Filing Summary

Nicolet Bankshares Inc, as an institutional investment manager, filed a Form 13F combination report. The report covers 916 reportable positions with an aggregate Form 13F information table value of 3,145,078,522. A portion of the holdings is reported by other managers, including Nicolet National Bank and Nicolet Advisory Services, LLC.

Key Figures

Form 13F information table value total: 3,145,078,522 Form 13F information table entry total: 916 Number of other included managers: 0

3 metrics

Form 13F information table value total 3,145,078,522 Aggregate value of all Form 13F-reportable positions, rounded to nearest dollar

Form 13F information table entry total 916 Number of individual holdings reported in the Form 13F information table

Number of other included managers 0 No other included managers besides the reporting manager; separate list marked NONE

Key Terms

Form 13F, 13F COMBINATION REPORT, Institutional Investment Manager, Form 13F Information Table

4 terms

Form 13F regulatory

"Form 13F Information Table Entry Total"

A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.

13F COMBINATION REPORT regulatory

"X | 13F COMBINATION REPORT. (Check here if a portion"

Institutional Investment Manager financial

"The institutional investment manager filing this report"

Form 13F Information Table regulatory

"Form 13F Information Table Value Total"

FAQ

What does Nicolet Bankshares Inc (NIC) report in this Form 13F?

Nicolet Bankshares Inc reports that it manages 916 Form 13F-reportable positions with a total information table value of 3,145,078,522, reflecting the scale of institutional assets under discretionary management.

What type of Form 13F filing did Nicolet Bankshares Inc (NIC) submit?

Nicolet Bankshares Inc submitted a 13F COMBINATION REPORT, meaning some holdings are detailed in this report while other portions are reported by additional managers associated with the firm.

How many holdings entries are in Nicolet Bankshares Inc (NIC) Form 13F?

The Form 13F information table for Nicolet Bankshares Inc includes 916 separate holdings entries, indicating a diversified set of institutional equity and related positions subject to 13F reporting requirements.

What is the total Form 13F value reported by Nicolet Bankshares Inc (NIC)?

Nicolet Bankshares Inc reports a Form 13F information table value total of 3,145,078,522, rounded to the nearest dollar, representing the aggregate value of all reportable positions in the filing.

Which other managers are associated with Nicolet Bankshares Inc (NIC) in this 13F filing?

The filing lists Nicolet National Bank and Nicolet Advisory Services, LLC as other managers reporting portions of the holdings, consistent with the 13F combination report designation.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/11/2026 - 03:10 PM Accepted by SEC EDGAR 08/11/2026 - 03:10 PM Learn about SEC filing dates

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL

OMB Number:			3235-0006
Estimated average burden
hours per response:			23.8

Report for the Calendar Year or Quarter Ended: 06-30-2026

Check here if Amendment		Amendment Number:
This Amendment (Check only one.):		is a restatement.
		adds new holdings entries.

Institutional Investment Manager Filing this Report:
Name:	NICOLET BANKSHARES INC
Address:	111 N WASHINGTON ST
	GREEN BAY, WI 54301
Form 13F File Number:	028-17319
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name:		H. PHILLIP MOORE, JR.
Title:		CFO
Phone:		920-617-5325
Signature, Place, and Date of Signing:
H. PHILLIP MOORE, JR.			GREEN BAY, WI	08-11-2026
[Signature]			[City, State]	[Date]

Report Type (Check only one.):
	13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
	13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X	13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.]
		Name	Form 13F File No.	CRD No. (if applicable)	SEC File No. (if applicable)	CIK
		(1) NICOLET NATIONAL BANK
		(2) NICOLET ADVISORY SERVICES, LLC

Form 13F Summary Page
	Report Summary:
	Number of Other Included Managers:		0
	Form 13F Information Table Entry Total:		916
	Form 13F Information Table Value Total:		3,145,078,522
			(round to nearest dollar)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

NONE