NBBK · NB Bancorp, Inc. · Shareholders & Ownership
Every disclosed holder of NBBK in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns NBBK
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 22,492,252 | 51.33% |
| Insiders (Forms 3, 4, 5) | 2,304,826 | 5.26% |
| 13D/G-only blocks | 3,416,458 | 7.80% |
| Remaining | 15,604,954 | 35.61% |
| Registered funds (N-PORT, not summed) | 9,334,276 | 21.30% |
Shares outstanding: 43,818,490, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of NBBK
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Needham Bank Employee Stock Ownership Plan Trust
13G
CIK 2110259 · Pension or benefit plan · Dec 31, 2025
Rule 13d-1(b), qualified institution
|
3,416,458 | ||
| 2 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,331,544 | ||
| 2.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,070,876 | ||
| 2.2 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
394,982 | ||
| 2.3 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
137,814 | ||
| 2.4 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
76,077 | ||
| 2.5 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
66,704 | ||
| 3 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,670,835 | ||
| 4 |
AltraVue Capital, LLC
13F
CIK 1740837 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,655,108 | ||
| 5 |
Pertento Partners LLP
13F
CIK 1894571 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,475,770 | ||
| 6 |
|
1,471,766 | ||
| 6.1 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
450,046 | ||
| 6.2 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
14,415 | ||
| 6.3 |
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
Fund
S000036082 · Registered fund · Jun 30, 2026
SPDR INDEX SHARES FUNDS, not summed
|
4,716 | ||
| 6.4 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
953 | ||
| 6.5 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
248 | ||
| 7 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,191,725 | ||
| 8 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,153,217 | ||
| 9 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
753,320 | ||
| 9.1 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
138,936 | ||
| 9.2 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
128,618 | ||
| 9.3 |
Dimensional US Small Cap Value ETF
Fund
S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
114,027 | ||
| 9.4 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
101,759 | ||
| 9.5 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
59,420 | ||
| 10 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
571,954 | ||
| 10.1 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
10,630 | ||
| 11 |
Tieton Capital Management, LLC
13F
CIK 1381954 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
546,600 | ||
| 12 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
CIK 1164833 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
501,172 | ||
| 12.1 |
Hotchkis and Wiley Small Cap Diversified Value Fund
Fund
S000045868 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
131,400 | ||
| 13 |
|
498,869 | ||
| 13.1 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
440,200 | ||
| 13.2 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
53,736 | ||
| 13.3 |
TIAA Separate Account VA-1 - Stock Index Account
Fund
S000005098 · Registered fund · Jun 30, 2026
TIAA Separate Account VA-1, not summed
|
1,273 | ||
| 13.4 |
Nuveen Life Stock Index Fund
Fund
S000005094 · Registered fund · Jun 30, 2026
TIAA-CREF Life Funds, not summed
|
476 | ||
| 14 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
497,305 | ||
| 14.1 |
Fidelity Small Cap Index Fund
Fund
S000033638 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
443,068 | ||
| 14.2 |
Fidelity Enhanced Small Cap Core ETF
Fund
S000081807 · Registered fund · Jun 30, 2026
Fidelity Covington Trust, not summed
|
379,380 | ||
| 14.3 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
|
188,835 | ||
| 14.4 |
VIP Disciplined Small Cap Portfolio
Fund
S000007725 · Registered fund · Jun 30, 2026
Variable Insurance Products Fund II, not summed
|
113,619 | ||
| 14.5 |
Fidelity Small-Mid Multifactor ETF
Fund
S000064786 · Registered fund · Jul 31, 2026
Fidelity Covington Trust, not summed
|
105,504 | ||
| 15 |
|
484,687 | ||
| 16 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
440,301 | ||
| 17 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
397,046 | ||
| 18 |
Legato Capital Management LLC
13F
CIK 1442641 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
366,090 | ||
| 19 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
360,492 | ||
| 19.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
20,575 | ||
| 19.2 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
4,467 | ||
| 19.3 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
2,686 | ||
| 20 |
NEW YORK STATE COMMON RETIREMENT FUND
13F
CIK 810265 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
346,155 | ||
| 21 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
318,612 | ||
| 21.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
178,847 | ||
| 21.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
98,974 | ||
| 21.3 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
21,592 | ||
| 21.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
19,402 | ||
| 22 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
289,814 | ||
| 23 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
277,027 | ||
| 24 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
261,866 | ||
| 25 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
253,951 | ||
| 26 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
229,194 | ||
| 26.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
105 | ||
| 27 |
|
222,402 | ||
| 28 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
221,399 | ||
| 28.1 |
Omni Small-Cap Value Fund
Fund
S000033567 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
40,000 | ||
| 29 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
205,063 | ||
| 30 |
Empowered Funds, LLC
13F
CIK 1592828 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
181,399 | ||
| 30.1 |
EA Bridgeway Omni Small-Cap Value ETF
Fund
S000078089 · Registered fund · Jun 30, 2026
EA Series Trust, not summed
|
181,399 | ||
| 31 |
HENNESSY ADVISORS INC
13F
CIK 1145255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
178,000 | ||
| 31.1 |
Hennessy Small Cap Financial Fund
Fund
S000038531 · Registered fund · Jul 31, 2026
Hennessy Funds Trust, not summed
|
178,000 | ||
| 32 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
171,541 | ||
| 33 |
|
162,639 | ||
| 34 |
|
156,922 | ||
| 35 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
155,149 | ||
| 36 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
149,931 | ||
| 37 |
|
143,140 | ||
| 38 |
SEI INVESTMENTS CO
13F
CIK 350894 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
142,346 | ||
| 38.1 |
SIIT EXTENDED MARKET INDEX FUND
Fund
S000035814 · Registered fund · May 31, 2026
SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
|
6,400 | ||
| 39 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
142,253 | ||
| 39.1 |
First Trust Dow Jones Select MicroCap Index Fund
Fund
S000010772 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
126,117 | ||
| 39.2 |
First Trust NASDAQ ABA Community Bank Index Fund
Fund
S000026211 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
15,759 | ||
| 40 |
|
140,405 | ||
| 41 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
131,440 | ||
| 42 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
13F
CIK 1818604 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
131,013 | ||
| 43 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
130,219 | ||
| 44 |
PANAGORA ASSET MANAGEMENT INC
13F
CIK 883677 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
129,355 | ||
| 45 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
127,236 | ||
| 46 |
Financial Engines Advisors L.L.C.
13F
CIK 1420473 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
126,788 | ||
| 47 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
123,112 | ||
| 48 |
|
116,649 | ||
| 49 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
116,349 | ||
| 50 |
MANGROVE PARTNERS IM, LLC
13F
CIK 1535392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
111,356 |
36 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 270 holders
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