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, Q3 2021
Institutional positions in Orange County Bancorp, Inc. as of Sep 30, 2021. 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
- 25
- +23 vs. Q2 2021
- Shares held
- 2.24M
- +1.37M (+156.6%) vs. Q2 2021
- Total value
- $78.9M
- +$49.1M (+165.3%) vs. Q2 2021
- New holders
- 23
- 1 more added
- Sold out
- 0
- 1 more reduced
Compare with Q2 2021: 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 | $208.1M |
| Q3 2025 | 94 | $184.5M |
| Q2 2025 | 95 | $188.7M |
| Q1 2025 | 72 | $121.3M |
| Q4 2024 | 65 | $142.3M |
| Q3 2024 | 58 | $152.2M |
| Q2 2024 | 54 | $131.4M |
| Q1 2024 | 51 | $115.3M |
| Q4 2023 | 52 | $147.8M |
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 6 | $0 | 0.00% | +6 | New |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| UBS Group AG | 50 | $2.00K | 0.00% | +50 | New |
| Tower Research Capital LLC (TRC) | 308 | $11.0K | 0.00% | +308 | New |
| Bank of America Corp | 400 | $14.0K | 0.00% | +400 | New |
| BlackRock Inc. | 3,079 | $108.0K | 0.00% | +3,079 | New |
| Morgan Stanley | 5,100 | $179.0K | 0.00% | +5,100 | New |
| HighTower Advisors, LLC | 5,851 | $205.0K | 0.00% | +5,851 | New |
| Eagle Ridge Investment Management | 14,200 | $499.0K | 0.06% | +14,200 | New |
| Keybank National Association | 17,500 | $615.0K | 0.00% | +17,500 | New |
| Private Advisor Group, LLC | 18,000 | $632.0K | 0.00% | +18,000 | New |
| Advisor Group Holdings, Inc. | 25,050 | $880.0K | 0.00% | +25,050 | New |
| Elizabeth Park Capital Advisors, Ltd. | 25,959 | $912.0K | 0.32% | +25,959 | New |
| Forest Hill Capital, LLC | 30,000 | $1.05M | 0.29% | +30,000 | New |
| Basswood Capital Management, L.L.C. | 46,486 | $1.63M | 0.07% | +46,486 | New |
| Fourthstone LLC | 58,674 | $2.06M | 0.82% | +58,674 | New |
| EJF Capital LLC | 68,333 | $2.40M | 0.21% | +68,333 | New |
| Maltese Capital Management LLC | 90,000 | $3.16M | 0.55% | +90,000 | New |
| Wellington Management Group LLP | 122,947 | $4.32M | 0.00% | +122,947 | New |
| Manufacturers Life Insurance Company, The | 126,023 | $4.43M | 0.00% | +126,023 | New |
| FJ Capital Management LLC | 152,000 | $5.35M | 0.46% | +152,000 | New |
| M3F, Inc. | 175,945 | $6.18M | 2.03% | +175,945 | New |
| Alliancebernstein L.P. | 228,208 | $8.02M | 0.00% | +228,208 | New |
| Banc Funds Co LLC | 401,486 | $14.1M | 1.08% | +156,846+64.1% | Added |
| Hudson Valley Investment Advisors Inc | 627,690 | $22.1M | 3.78% | −1,975−0.3% | Reduced |