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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, Q1 2022

Institutional positions in Orange County Bancorp, Inc. as of Mar 31, 2022. 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
21
+2 vs. Q4 2021
Shares held
2.23M
+11.5K (+0.5%) vs. Q4 2021
Total value
$89.2M
−$270.2K (−0.3%) vs. Q4 2021
New holders
5
4 more added
Sold out
3
5 more reduced

Compare with Q4 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.

Institutional holdersQ1 2022: 21 institutions
Q1 2021: 2 institutionsQ2 2021: 2 institutionsQ3 2021: 25 institutionsQ4 2021: 19 institutionsQ1 2022: 21 institutionsQ2 2022: 22 institutionsQ3 2022: 24 institutionsQ4 2022: 29 institutionsQ1 2023: 36 institutionsQ2 2023: 44 institutionsQ3 2023: 52 institutionsQ4 2023: 52 institutionsQ1 2024: 51 institutionsQ2 2024: 54 institutionsQ3 2024: 58 institutionsQ4 2024: 65 institutionsQ1 2025: 72 institutionsQ2 2025: 95 institutionsQ3 2025: 94 institutionsQ4 2025: 95 institutionsQ1 2026: 104 institutionsQ2 2026: 111 institutions
Value heldQ1 2022: $89.2M
Q1 2021: $26.8MQ2 2021: $29.7MQ3 2021: $78.9MQ4 2021: $89.5MQ1 2022: $89.2MQ2 2022: $85.6MQ3 2022: $89.3MQ4 2022: $108.4MQ1 2023: $103.0MQ2 2023: $89.9MQ3 2023: $109.0MQ4 2023: $147.8MQ1 2024: $115.3MQ2 2024: $131.4MQ3 2024: $152.2MQ4 2024: $142.3MQ1 2025: $121.3MQ2 2025: $188.7MQ3 2025: $184.5MQ4 2025: $208.1MQ1 2026: $229.9MQ2 2026: $265.4M
Institutions holding OBT and their total value by quarter
QuarterHoldersValue
Q2 2026111$265.4M
Q1 2026104$229.9M
Q4 202595$208.1M
Q3 202594$184.5M
Q2 202595$188.7M
Q1 202572$121.3M
Q4 202465$142.3M
Q3 202458$152.2M
Q2 202454$131.4M
Q1 202451$115.3M
Q4 202352$147.8M
Q3 202352$109.0M
Q2 202344$89.9M
Q1 202336$103.0M
Q4 202229$108.4M
Q3 202224$89.3M
Q2 202222$85.6M
Q1 202221$89.2M
Q4 202119$89.5M
Q3 202125$78.9M
Q2 20212$29.7M
Q1 20212$26.8M

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q4 2021.

Institutions holding OBT in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Hudson Valley Investment Advisors Inc631,487$25.3M3.40%+3,700+0.6%Added
Banc Funds Co LLC478,164$19.1M1.50%+50,000+11.7%Added
Wellington Management Group LLP373,334$14.9M0.00%00.0%Unchanged
Alliancebernstein L.P.231,001$9.24M0.00%00.0%Unchanged
M3F, Inc.178,560$7.14M2.38%−510.0%Reduced
Manufacturers Life Insurance Company, The131,436$5.26M0.00%+2,563+2.0%Added
Vanguard Group Inc93,134$3.73M0.00%+93,134New
Elizabeth Park Capital Advisors, Ltd.25,959$1.04M0.38%00.0%Unchanged
Maltese Capital Management LLC18,793$752.0K0.14%−68,107−78.4%Reduced
Keybank National Association17,500$700.0K0.00%00.0%Unchanged
Eagle Ridge Investment Management14,200$568.0K0.06%00.0%Unchanged
BlackRock Inc.13,048$522.0K0.00%+9,504+268.2%Added
Millennium Management LLC7,837$314.0K0.00%+7,837New
HighTower Advisors, LLC5,351$215.0K0.00%−200−3.6%Reduced
Morgan Stanley4,319$173.0K0.00%−783−15.3%Reduced
Royal Bank of Canada4,000$160.0K0.00%00.0%Unchanged
Acadian Asset Management LLC614$24.0K0.00%+614New
Bank of America Corp400$16.0K0.00%−2−0.5%Reduced
FMR LLC267$11.0K0.00%+267New
Piper Sandler & Co.98$4.00K0.00%+98New
Wells Fargo & Company6$00.00%00.0%Unchanged
Fourthstone LLC0$00.00%−61,635−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−25,250−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−185−100.0%Sold out