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, Q4 2021
Institutional positions in Orange County Bancorp, Inc. as of Dec 31, 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
- 19
- −6 vs. Q3 2021
- Shares held
- 2.22M
- −25.3K (−1.1%) vs. Q3 2021
- Total value
- $89.5M
- +$10.6M (+13.5%) vs. Q3 2021
- New holders
- 1
- 11 more added
- Sold out
- 7
- 3 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 627,787 | $24.9M | 3.89% | +970.0% | Added |
| Banc Funds Co LLC | 428,164 | $17.2M | 1.30% | +26,678+6.6% | Added |
| Wellington Management Group LLP | 373,334 | $15.7M | 0.00% | +250,387+203.7% | Added |
| Alliancebernstein L.P. | 231,001 | $9.16M | 0.00% | +2,793+1.2% | Added |
| M3F, Inc. | 178,611 | $7.08M | 2.38% | +2,666+1.5% | Added |
| Manufacturers Life Insurance Company, The | 128,873 | $5.43M | 0.00% | +2,850+2.3% | Added |
| Maltese Capital Management LLC | 86,900 | $3.44M | 0.57% | −3,100−3.4% | Reduced |
| Fourthstone LLC | 61,635 | $2.48M | 0.93% | +2,961+5.0% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 25,959 | $1.04M | 0.40% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25,250 | $1.00M | 0.00% | +200+0.8% | Added |
| Keybank National Association | 17,500 | $694.0K | 0.00% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 14,200 | $563.0K | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,551 | $218.0K | 0.00% | −300−5.1% | Reduced |
| Morgan Stanley | 5,102 | $202.0K | 0.00% | +20.0% | Added |
| Royal Bank of Canada | 4,000 | $161.0K | 0.00% | +4,000 | New |
| BlackRock Inc. | 3,544 | $141.0K | 0.00% | +465+15.1% | Added |
| Bank of America Corp | 402 | $16.0K | 0.00% | +2+0.5% | Added |
| Tower Research Capital LLC (TRC) | 185 | $7.00K | 0.00% | −123−39.9% | Reduced |
| Wells Fargo & Company | 6 | $0 | 0.00% | 00.0% | Unchanged |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −152,000−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −68,333−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −46,486−100.0% | Sold out |
| Forest Hill Capital, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |