Orange County Bancorp, Inc.
OBT- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001754226
In the last 90 days, Orange County Bancorp, Inc. insiders filed 0 open-market purchases and 2 sales; 111 institutions reported holding it in 13F filings for Q2 2026, worth $265.4M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Orange County Bancorp, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 111
- +10 vs. Q1 2026
- Shares held
- 7.24M
- +52.6K (+0.7%) vs. Q1 2026
- Total value
- $265.4M
- +$36.4M (+15.9%) vs. Q1 2026
- New holders
- 14
- 58 more added
- Sold out
- 4
- 23 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OBT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 111 | $265.4M |
| Q1 2026 | 104 | $229.9M |
| Q4 2025 | 95 | $209.7M |
| Q3 2025 | 94 | $184.7M |
| Q2 2025 | 95 | $188.9M |
| Q1 2025 | 72 | $121.3M |
| Q4 2024 | 65 | $142.3M |
| Q3 2024 | 58 | $152.7M |
| Q2 2024 | 54 | $131.6M |
| Q1 2024 | 51 | $116.8M |
| Q4 2023 | 52 | $149.0M |
| Q3 2023 | 52 | $109.0M |
| Q2 2023 | 44 | $89.9M |
| Q1 2023 | 36 | $103.0M |
| Q4 2022 | 29 | $108.4M |
| Q3 2022 | 24 | $89.3M |
| Q2 2022 | 22 | $85.6M |
| Q1 2022 | 21 | $89.2M |
| Q4 2021 | 19 | $89.5M |
| Q3 2021 | 25 | $78.9M |
| Q2 2021 | 2 | $29.7M |
| Q1 2021 | 2 | $26.8M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,960,135 | $72.1M | 0.00% | +67,815+3.6% | Added |
| Hudson Valley Investment Advisors Inc | 1,060,922 | $39.0M | 4.74% | −568−0.1% | Reduced |
| Vanguard Capital Management LLC | 471,006 | $17.3M | 0.00% | +9,304+2.0% | Added |
| American Century Companies Inc | 311,740 | $11.5M | 0.01% | +76,460+32.5% | Added |
| Manufacturers Life Insurance Company, The | 307,530 | $11.3M | 0.01% | −1,780−0.6% | Reduced |
| Geode Capital Management, LLC | 290,181 | $10.7M | 0.00% | +29,708+11.4% | Added |
| State Street Corp | 216,289 | $7.96M | 0.00% | +29,141+15.6% | Added |
| Banc Funds Co LLC | 186,035 | $6.84M | 1.13% | −11,501−5.8% | Reduced |
| Dimensional Fund Advisors LP | 153,814 | $5.66M | 0.00% | +26,878+21.2% | Added |
| Alliancebernstein L.P. | 163,889 | $5.24M | 0.00% | −55,310−25.2% | Reduced |
| Morgan Stanley | 110,940 | $4.08M | 0.00% | +9,752+9.6% | Added |
| AQR Capital Management LLC | 108,045 | $3.97M | 0.00% | +78,851+270.1% | Added |
| Two Sigma Investments, LP | 101,648 | $3.74M | 0.00% | +23,343+29.8% | Added |
| Northern Trust Corp | 98,930 | $3.64M | 0.00% | +10,220+11.5% | Added |
| Wellington Management Group LLP | 98,314 | $3.62M | 0.00% | −399,108−80.2% | Reduced |
| Vanguard Portfolio Management LLC | 85,765 | $3.15M | 0.00% | +17,965+26.5% | Added |
| Brown Brothers Harriman & Co | 84,374 | $3.10M | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 76,592 | $2.82M | 0.00% | −11,274−12.8% | Reduced |
| Goldman Sachs Group Inc | 75,601 | $2.78M | 0.00% | +3,573+5.0% | Added |
| Vanguard Fiduciary Trust Co | 72,328 | $2.66M | 0.00% | +253+0.4% | Added |
| EJF Capital LLC | 70,543 | $2.59M | 1.74% | −10,299−12.7% | Reduced |
| Bank of America Corp | 57,789 | $2.13M | 0.00% | +10,131+21.3% | Added |
| Bank of New York Mellon Corp | 55,095 | $2.03M | 0.00% | +4,651+9.2% | Added |
| Renaissance Technologies LLC | 49,100 | $1.81M | 0.00% | +26,200+114.4% | Added |
| Ameriprise Financial Inc | 44,789 | $1.65M | 0.00% | +1,692+3.9% | Added |
| HSBC Holdings PLC | 43,429 | $1.60M | 0.00% | −3,371−7.2% | Reduced |
| Qube Research & Technologies Ltd | 40,764 | $1.50M | 0.00% | +29,634+266.3% | Added |
| First Trust Advisors LP | 39,446 | $1.45M | 0.00% | +1,568+4.1% | Added |
| Charles Schwab Investment Management Inc | 37,711 | $1.39M | 0.00% | +4,922+15.0% | Added |
| Arrowstreet Capital, Limited Partnership | 37,278 | $1.37M | 0.00% | +19,402+108.5% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 37,050 | $1.36M | 0.94% | +37,050 | New |
| Quantinno Capital Management LP | 35,205 | $1.29M | 0.00% | +6,364+22.1% | Added |
| Keybank National Association | 35,000 | $1.29M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 34,950 | $1.29M | 0.00% | +950+2.8% | Added |
| Carnegie Capital Asset Management, LLC | 31,428 | $1.16M | 0.02% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 27,187 | $999.9K | 0.54% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 27,000 | $993.1K | 0.18% | −25,573−48.6% | Reduced |
| XTX Topco Ltd | 26,655 | $980.4K | 0.01% | +14,066+111.7% | Added |
| Millennium Management LLC | 26,580 | $977.6K | 0.00% | −20,958−44.1% | Reduced |
| Citadel Advisors LLC | 26,156 | $962.0K | 0.00% | +5,106+24.3% | Added |
| Barclays PLC | 25,917 | $953.2K | 0.00% | −7,581−22.6% | Reduced |
| Martingale Asset Management L P | 24,780 | $911.4K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 22,959 | $844.4K | 0.00% | +12,080+111.0% | Added |
| JPMorgan Chase & Co | 22,336 | $831.8K | 0.00% | +17,569+368.6% | Added |
| Gator Capital Management, LLC | 22,020 | $809.9K | 0.17% | +450+2.1% | Added |
| LPL Financial LLC | 21,260 | $781.9K | 0.00% | +41+0.2% | Added |
| Nuveen, LLC | 21,075 | $775.1K | 0.00% | −21,279−50.2% | Reduced |
| Commonwealth Equity Services, LLC | 17,328 | $637.3K | 0.00% | +500+3.0% | Added |
| Squarepoint Ops LLC | 15,756 | $579.5K | 0.00% | +3,301+26.5% | Added |
| Rhumbline Advisers | 12,635 | $464.7K | 0.00% | +2,082+19.7% | Added |
| Deutsche Bank AG | 12,435 | $457.4K | 0.00% | +8,142+189.7% | Added |
| Wells Fargo & Company | 10,890 | $400.5K | 0.00% | +6,526+149.5% | Added |
| UBS Group AG | 10,352 | $380.7K | 0.00% | +6,347+158.5% | Added |
| Voleon Capital Management LP | 9,964 | $366.5K | 0.01% | +9,964 | New |
| Price T Rowe Associates Inc | 9,858 | $363.0K | 0.00% | +449+4.8% | Added |
| HighTower Advisors, LLC | 9,516 | $350.0K | 0.00% | +1,960+25.9% | Added |
| MetLife Investment Management | 8,694 | $319.8K | 0.00% | +1,582+22.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,278 | $304.5K | 0.00% | −1,281−13.4% | Reduced |
| Invesco Ltd. | 8,171 | $300.5K | 0.00% | +1,854+29.3% | Added |
| Daytona Street Capital LLC | 8,000 | $295.0K | 0.22% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 8,000 | $294.2K | 0.01% | −4,200−34.4% | Reduced |
| Kahn Brothers Group Inc | 8,000 | $294.2K | 0.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 7,062 | $259.7K | 0.00% | +651+10.2% | Added |
| Mercer Global Advisors Inc | 6,881 | $253.1K | 0.00% | +6,881 | New |
| Quadrature Capital Ltd | 6,654 | $244.7K | 0.00% | +6,654 | New |
| Thrivent Financial for Lutherans | 6,611 | $243.0K | 0.00% | −3,150−32.3% | Reduced |
| Citigroup Inc | 6,425 | $236.3K | 0.00% | +5,816+955.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,323 | $232.6K | 0.00% | +6,323 | New |
| New York State Common Retirement Fund | 5,886 | $216.5K | 0.00% | +2,800+90.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,824 | $214.2K | 0.00% | +272+4.9% | Added |
| Culbertson A N & Co Inc | 5,800 | $213.3K | 0.02% | +5,800 | New |
| Biondo Investment Advisors, LLC | 5,700 | $209.6K | 0.03% | +5,700 | New |
| Russell Investments Group, Ltd. | 5,106 | $187.8K | 0.00% | +4,214+472.4% | Added |
| Globeflex Capital L P | 4,714 | $173.4K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 4,100 | $150.8K | 0.03% | +4,100 | New |
| Police & Firemen's Retirement System of New Jersey | 4,058 | $149.3K | 0.00% | +1,220+43.0% | Added |
| Vanguard Global Advisers, LLC | 3,762 | $138.4K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 3,227 | $118.7K | 0.00% | +3,227 | New |
| Royal Bank of Canada | 2,212 | $81.0K | 0.00% | +1,183+115.0% | Added |
| FMR LLC | 1,455 | $53.5K | 0.00% | +60+4.3% | Added |
| Legal & General Group Plc | 1,236 | $45.5K | 0.00% | +204+19.8% | Added |
| Ameritas Investment Partners, Inc. | 1,148 | $42.2K | 0.00% | +304+36.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,086 | $39.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,030 | $37.9K | 0.00% | −528−33.9% | Reduced |
| Versant Capital Management, Inc | 842 | $31.0K | 0.00% | −16−1.9% | Reduced |
| SRS Capital Advisors, Inc. | 776 | $28.5K | 0.00% | +685+752.7% | Added |
| State of Alaska, Department of Revenue | 476 | $17.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 232 | $8.53K | 0.00% | +179+337.7% | Added |
| Harbor Capital Advisors, Inc. | 210 | $8.00K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 204 | $7.50K | 0.00% | −159−43.8% | Reduced |
| Sterling Capital Management LLC | 188 | $6.92K | 0.00% | −109−36.7% | Reduced |
| California State Teachers Retirement System | 164 | $6.03K | 0.00% | −468−74.1% | Reduced |
| Nisa Investment Advisors, LLC | 154 | $5.66K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 102 | $3.75K | 0.00% | −280−73.3% | Reduced |
| IFP Advisors, Inc | 95 | $3.49K | 0.00% | +87+1,087.5% | Added |
| Essential Partners LLC | 66 | $2.43K | 0.00% | −63−48.8% | Reduced |
| Rothschild Investment LLC | 51 | $1.88K | 0.00% | +22+75.9% | Added |
| Picton Mahoney Asset Management | 49 | $1.80K | 0.00% | +49 | New |
| GAMMA Investing LLC | 42 | $1.54K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 34 | $1.25K | 0.00% | −88−72.1% | Reduced |