Bank of N.T. Butterfield & Son Ltd
Ownership
Ownership Structure
Who owns Bank of N.T. Butterfield & Son Ltd (NTB)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 98.3% of the shares are freely tradable; institutional investors hold 75.4%.
Largest Shareholders
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Fidelity Small Cap Value Fund | 4.37 | 1,718,929 | -2.3 | 07/31/2026 |
| Avantis US Small Cap Value ETF | 3.82 | 1,501,541 | +0.0 | 09/30/2026 |
| iShares Russell 2000 ETF | 2.79 | 1,096,918 | +0.3 | 09/30/2026 |
| Nomura Small Cap Value A | 1.97 | 776,439 | +0.0 | 08/31/2026 |
| Fidelity Small Cap Index | 1.13 | 442,937 | +0.8 | 07/31/2026 |
| Nomura VIP Small Cap Value Series Std | 1.05 | 411,300 | +0.0 | 08/31/2026 |
| FPA Queens Road Small Cap Value Inv | 0.92 | 361,817 | +0.0 | 09/30/2026 |
| CREF Total Global Stock Account R3 | 0.89 | 349,574 | -8.6 | 08/31/2026 |
| Federated Hermes MDT Small Cap Core IS | 0.85 | 335,296 | +61.5 | 06/30/2026 |
| Invesco Main Street Small Cap R6 | 0.85 | 332,308 | +0.0 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Schrum Michael | Chief Financial Officer | 275,247 | 15,468,881 $ | Aug 9, 2026 | direct |
| Lynch Mark T | Director | 235,972 | 13,261,626 $ | Oct 1, 2026 | direct |
| Neff Michael Walter | Chief Operating Officer | 43,218 | 2,428,852 $ | Aug 14, 2026 | direct |
| Barbour Alastair William Stewart | Director | 26,105 | 1,467,101 $ | Oct 1, 2026 | direct |
| Schreuder Jana R | Director | 14,413 | 810,011 $ | Oct 1, 2026 | direct |
| McWatt Michael | Managing Director, Cayman | 13,544 | 761,173 $ | Aug 26, 2026 | direct |
| Pierce Ingrid | Director | 7,717 | 433,695 $ | Oct 1, 2026 | direct |
| Feldman Jody Terence | Managing Director, Bermuda | 5,713 | 321,071 $ | Jul 29, 2026 | direct |
| Wright John R | Director | 5,102 | 286,732 $ | Aug 4, 2026 | direct |
| Park Meroe Sunhee | Director | 2,920 | 164,104 $ | Oct 1, 2026 | direct |
| Henton Andrew Michael | Director | 1,845 | 103,689 $ | Oct 1, 2026 | direct |
| Cummings Stephen E | Director | 1,178 | 66,204 $ | Oct 1, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Schreuder Jana R | Director | Other | 1,178 | 59.42 | 69,997 |
| Oct 1, 2026 | Park Meroe Sunhee | Director | Other | 1,052 | 59.42 | 62,510 |
| Oct 1, 2026 | Cummings Stephen E | Director | Other | 1,178 | 59.42 | 69,997 |
| Oct 1, 2026 | Barbour Alastair William Stewart | Director | Other | 1,178 | 59.42 | 69,997 |
| Oct 1, 2026 | Henton Andrew Michael | Director | Other | 1,178 | 59.42 | 69,997 |
| Oct 1, 2026 | Lynch Mark T | Director | Other | 1,178 | 59.42 | 69,997 |
| Oct 1, 2026 | Pierce Ingrid | Director | Other | 1,178 | 59.42 | 69,997 |
| Aug 26, 2026 | McWatt Michael | Managing Director, Cayman | Sell | 9,000 | 58.41 | 525,729 |
| Aug 19, 2026 | Collins Michael W | Chief Executive Officer | Sell | 61,178 | 59.67 | 3,650,253 |
| Aug 18, 2026 | Collins Michael W | Chief Executive Officer | Sell | 70,859 | 61.79 | 4,378,293 |
| Aug 18, 2026 | Pearce Jane | Managing Director, Trust | Sell | 16,368 | 61.78 | 1,011,169 |
| Aug 17, 2026 | Collins Michael W | Chief Executive Officer | Sell | 75,000 | 62.98 | 4,723,605 |
| Aug 14, 2026 | Neff Michael Walter | Chief Operating Officer | Sell | 5,500 | 63.66 | 350,126 |
| Aug 9, 2026 | Schrum Michael | Chief Financial Officer | Other | 73,208 | – | – |
| Aug 9, 2026 | Collins Michael W | Chief Executive Officer | Other | 146,415 | – | – |
| Aug 5, 2026 | McWatt Michael | Managing Director, Cayman | Sell | 12,000 | 61.78 | 741,319 |
| Aug 4, 2026 | Wright John R | Director | Sell | 5,000 | 59.50 | 297,500 |
| Jul 31, 2026 | Saunders Richard | Managing Director, CIUK | Sell | 18,118 | 61.33 | 1,111,092 |
| Jul 30, 2026 | Hidalgo Tara | Chief Risk Officer | Sell | 18,587 | 61.27 | 1,138,770 |
| Jul 30, 2026 | Burns Andrew Ronald | Chief Risk Officer, Cayman | Sell | 18,566 | 61.27 | 1,137,485 |
| Jul 29, 2026 | Feldman Jody Terence | Managing Director, Bermuda | Sell | 7,500 | 59.94 | 449,535 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.