NB Bancorp, Inc.

NBBK • NASDAQ

NB Bancorp, Inc. is a banks - regional company in the financial services sector on NASDAQ, led by Jean-Pierre Lapointe, with a market cap of $963.9M. As of Q3 2025, 48% of shares are held by 144 institutional investors, with BlackRock, Inc. as the largest holder at 7.09%.

Chief Executive OfficerJean-Pierre Lapointe

Market Cap$963.9M

Banks - Regional

Financial Services

Employees102.0

Websiteneedhambank.com

Country

United States of America

Overview

Overview of institutional ownership in NBBK as of Q3 2025 with a market cap of $702.9M

All Institutions

Institutions: 144
Value Held: $338.8M
Shares Held: 19.2M
Avg Position: $2.4M
Median Position: $456.3K

Hedge Funds

Hedge Funds: 27
Value Held: $73.4M
Shares Held: 4.2M
Avg Position: $2.7M
Median Position: $615.4K

Ownership Breakdown

Institutional (non-HF)

37.76%

$265.4M

Hedge Funds

10.44%

$73.4M

Retail & Other

51.8%

$364.1M

Based on market cap of $702.9M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in NBBK as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$49.8M 0.00% of portfolio	7.09% 2.8M shares	Q1 2024 Held for 1y 8m	$5.67T
P Pertento Partners LLP Hedge Fund•Long/Short	-	$37.3M 4.71% of portfolio	5.31% 2.1M shares	Q1 2024 Held for 1y 8m	$793.1M
VANGUARD GROUP INC Institution	Salim Ramji CEO	$34.4M 0.00% of portfolio	4.90% 2.0M shares	Q1 2024 Held for 1y 8m	$6.69T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$32.2M 0.01% of portfolio	4.59% 1.8M shares	Q4 2023 Held for 1y 11m	$571.21B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$21.1M 0.00% of portfolio	3.01% 1.2M shares	Q1 2024 Held for 1y 8m	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$15.5M 0.00% of portfolio	2.20% 876.6K shares	Q1 2024 Held for 1y 8m	$1.57T
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	Scott Hoy Mcbride CEO	$12.3M 0.04% of portfolio	1.75% 695.0K shares	Q3 2024 Held for 1y 2m	$32.2B
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dan Michael Berkovitz Chairman	$9.6M 0.01% of portfolio	1.36% 543.3K shares	Q1 2024 Held for 1y 8m	$121.98B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$9.3M 0.00% of portfolio	1.32% 524.9K shares	Q4 2023 Held for 1y 11m	$691.34B
UBS Group AG Institution	Sergio P. Ermotti CEO	$6.7M 0.00% of portfolio	0.95% 378.4K shares	Q1 2024 Held for 1y 8m	$511.54B

Net Capital Flow

Institutional buying and selling activity for NBBK in Q3 2025

Traded: +$8.3M
Buyers: 71
Sellers: 57
Total Bought: +$29.9M
Total Sold: −$21.6M
Avg Position: $2.2M

Biggest Buyers

Institution	Net Bought	Current Position
UBS Group AG Institution	+$4.8M +274.5K shares	$6.7M 378.4K shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	+$2.6M +148.5K shares	$12.3M 695.0K shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	+$2.0M +114.8K shares	$2.0M 114.8K shares
FIRST TRUST ADVISORS LP ETF Provider	+$1.8M +99.2K shares	$2.2M 125.5K shares
Empowered Funds, LLC ETF Provider	+$1.4M +79.8K shares	$1.4M 79.8K shares
STATE STREET CORP Institution	+$1.3M +76.3K shares	$21.1M 1.2M shares
A AMERICAN CENTURY COMPANIES INC Institution	+$1.3M +75.4K shares	$2.4M 137.3K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$1.1M +64.6K shares	$3.6M 205.9K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	+$913.7K +51.8K shares	$913.7K 51.8K shares
GOLDMAN SACHS GROUP INC Institution	+$885.0K +50.1K shares	$9.3M 524.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	−$2.8M −157.9K shares	$356.2K 20.2K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$1.8M −99.8K shares	$9.6M 543.3K shares
BANK OF AMERICA CORP /DE/ Institution	−$1.1M −64.5K shares	$1.2M 65.4K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$1.1M −60.4K shares	$912.0K 51.7K shares
B BlackRock, Inc. Institution	−$1.0M −59.2K shares	$49.8M 2.8M shares
F FARLEY CAPITAL II L.P. Hedge Fund•Value	−$974.9K −54.6K shares	Sold Off 0 shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$959.5K −54.4K shares	$688.8K 39.0K shares
X XTX Topco Ltd Institution	−$939.8K −52.6K shares	Sold Off 0 shares
PANAGORA ASSET MANAGEMENT INC Hedge Fund•Quant	−$934.0K −52.9K shares	$3.0M 172.7K shares
SummerHaven Investment Management, LLC Long Only Manager	−$907.8K −50.8K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited NBBK in Q3 2025

New Positions: 22
New Value: $8.2M
Exited Positions: 12
Exited Value: $4.8M

New Positions

Institution	Position Value
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	$2.0M 114.8K shares
Empowered Funds, LLC ETF Provider	$1.4M 79.8K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$913.7K 51.8K shares
Round Rock Advisors, LLC RIA/Wealth	$620.6K 34.0K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$480.8K 27.2K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$445.8K 25.3K shares
P Polymer Capital Management LLC Hedge Fund•Multi-Strategy	$349.8K 19.8K shares
Quest Partners LLC Hedge Fund•Quant Macro	$298.0K 16.9K shares
U Universal- Beteiligungs- und Servicegesellschaft mbH Institution	$294.4K 16.7K shares
Integrated Quantitative Investments LLC Long Only Manager	$256.7K 14.5K shares

Exited Positions

Institution	Previous Position
F FARLEY CAPITAL II L.P. Hedge Fund•Value	$974.9K 54.6K shares
X XTX Topco Ltd Institution	$939.8K 52.6K shares
SummerHaven Investment Management, LLC Long Only Manager	$907.8K 50.8K shares
Y Y-Intercept Ltd Institution	$514.3K 28.8K shares
S State of Wyoming Institution	$292.3K 16.4K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	$248.7K 13.9K shares
PDT Partners, LLC Hedge Fund•Quant	$228.7K 12.8K shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	$210.2K 11.8K shares
A Arizona State Retirement System Institution	$207.2K 11.6K shares
Barry Investment Advisors, LLC RIA/Wealth	$178.6K 10.0K shares

Options Activity

Institutions with the largest Call and Put options positions in NBBK as of Q3 2025

Call Positions: 2
Call Value: $1.8M
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.3M 738.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$517.1K 293.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with NBBK as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
P Pertento Partners LLP Hedge Fund•Long/Short	-	4.71% $37.3M	5.31% 2.1M shares	Q1 2024 Held for 1y 8m	$793.1M
E EJF Capital LLC Institution	-	1.74% $3.0M	0.43% 172.8K shares	Q4 2023 Held for 1y 11m	$174.8M
O Oppenheimer & Close, LLC Institution	-	0.98% $1.5M	0.21% 83.0K shares	Q4 2023 Held for 1y 11m	$150.2M
R RAFFLES ASSOCIATES LP Hedge Fund•Value	Paul H. O'Leary Managing Partner	0.53% $549.6K	0.08% 31.1K shares	Q1 2024 Held for 1y 8m	$103.8M
S Stilwell Value LLC Hedge Fund•Activist	Ravi Bipin Shah CFO	0.50% $1.4M	0.20% 80.0K shares	Q4 2023 Held for 1y 11m	$280.8M
PROSPECTOR PARTNERS LLC Hedge Fund•Long/Short	John Davies Gillespie Managing Partner	0.32% $2.7M	0.38% 150.9K shares	Q2 2024 Held for 1y 5m	$820.3M
LYNCH & ASSOCIATES/IN RIA/Wealth	Thomas Patrick Lynch Chairman	0.19% $994.3K	0.14% 56.3K shares	Q1 2024 Held for 1y 8m	$517.9M
GREAT OAK CAPITAL PARTNERS, LLC RIA/Wealth	John Russell Noonan CCO	0.14% $543.6K	0.08% 30.9K shares	Q4 2023 Held for 1y 11m	$380.8M
MANGROVE PARTNERS Hedge Fund•Multi-Strategy	Nathaniel Hall August President	0.14% $2.0M	0.29% 114.1K shares	Q1 2024 Held for 1y 8m	$1.4B
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC RIA/Wealth	Edward Richard Cofrancesco CEO	0.13% $1.6M	0.22% 86.9K shares	Q2 2024 Held for 1y 5m	$1.2B

Hedge Fund Spotlight

Discover hedge funds investing in NBBK

PROSPECTOR PARTNERS LLC

Hedge Fund • Long/Short

Portfolio ManagerJohn Davies Gillespie

Portfolio Value: $820.3M
Positions: 81
Last Reported: Q3 2025

Sector Allocation

Position in NB Bancorp, Inc.

Market Value: $2.7M
Shares Held: 150.9K
Portfolio Weight: 0.32%
Owned Since: 2024-Q2

Top Holding	Sector	Market Value	Weight
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$32.6M	3.97%
2 Globe Life GL	Insurance - Life Financial Services	$28.4M	3.46%
3 Brown & Brown BRO	Insurance - Brokers Financial Services	$26.4M	3.22%