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 2022
Institutional positions in Orange County Bancorp, Inc. as of Dec 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
- 29
- +5 vs. Q3 2022
- Shares held
- 2.33M
- +5.83K (+0.3%) vs. Q3 2022
- Total value
- $108.4M
- +$19.0M (+21.3%) vs. Q3 2022
- New holders
- 5
- 9 more added
- Sold out
- 0
- 5 more reduced
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 29 | $1.35K | 0.00% | +1+3.6% | Added |
| FMR LLC | 48 | $2.24K | 0.00% | −166−77.6% | Reduced |
| Bank of America Corp | 406 | $18.9K | 0.00% | +6+1.5% | Added |
| Acadian Asset Management LLC | 614 | $28.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,614 | $75.2K | 0.00% | +216+15.5% | Added |
| Citigroup Inc | 2,335 | $108.8K | 0.00% | +1,601+218.1% | Added |
| Royal Bank of Canada | 4,000 | $186.0K | 0.00% | −53−1.3% | Reduced |
| Bleakley Financial Group, LLC | 5,000 | $232.9K | 0.01% | +5,000 | New |
| HighTower Advisors, LLC | 5,251 | $244.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 5,558 | $259.0K | 0.00% | +5,558 | New |
| Qube Research & Technologies Ltd | 5,658 | $263.6K | 0.00% | +5,658 | New |
| Northern Trust Corp | 5,924 | $275.9K | 0.00% | +5,924 | New |
| Morgan Stanley | 7,093 | $330.4K | 0.00% | +1,236+21.1% | Added |
| Bank of New York Mellon Corp | 9,671 | $450.5K | 0.00% | +9,671 | New |
| Coombe, Bender & Co LLC | 11,730 | $546.0K | 0.50% | −1,500−11.3% | Reduced |
| Eagle Ridge Investment Management | 14,200 | $661.4K | 0.08% | 00.0% | Unchanged |
| Keybank National Association | 17,500 | $815.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25,525 | $1.19M | 0.00% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 25,959 | $1.21M | 0.54% | 00.0% | Unchanged |
| Cerity Partners LLC | 30,000 | $1.40M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 33,148 | $1.54M | 0.00% | +123+0.4% | Added |
| BlackRock Inc. | 36,889 | $1.72M | 0.00% | +382+1.0% | Added |
| M3F, Inc. | 80,866 | $3.77M | 1.15% | −29,522−26.7% | Reduced |
| Manufacturers Life Insurance Company, The | 130,909 | $6.10M | 0.00% | −499−0.4% | Reduced |
| Vanguard Group Inc | 162,076 | $7.55M | 0.00% | +690+0.4% | Added |
| Alliancebernstein L.P. | 244,246 | $11.4M | 0.01% | 00.0% | Unchanged |
| Wellington Management Group LLP | 361,234 | $16.8M | 0.00% | 00.0% | Unchanged |
| Banc Funds Co LLC | 488,069 | $22.7M | 2.01% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 610,983 | $28.5M | 4.30% | +1,507+0.2% | Added |