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 2023
Institutional positions in Orange County Bancorp, Inc. as of Mar 31, 2023. 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
- 36
- +7 vs. Q4 2022
- Shares held
- 2.34M
- +12.7K (+0.5%) vs. Q4 2022
- Total value
- $103.0M
- −$5.33M (−4.9%) vs. Q4 2022
- New holders
- 10
- 16 more added
- Sold out
- 3
- 4 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 614,762 | $27.0M | 3.78% | +3,779+0.6% | Added |
| Banc Funds Co LLC | 479,306 | $21.1M | 2.25% | −8,763−1.8% | Reduced |
| Wellington Management Group LLP | 360,817 | $15.9M | 0.00% | −417−0.1% | Reduced |
| Alliancebernstein L.P. | 230,746 | $10.2M | 0.00% | −13,500−5.5% | Reduced |
| Vanguard Group Inc | 165,505 | $7.28M | 0.00% | +3,429+2.1% | Added |
| Manufacturers Life Insurance Company, The | 122,699 | $5.40M | 0.00% | −8,210−6.3% | Reduced |
| Millennium Management LLC | 45,540 | $2.00M | 0.00% | +39,982+719.4% | Added |
| Geode Capital Management, LLC | 39,428 | $1.73M | 0.00% | +6,280+18.9% | Added |
| BlackRock Inc. | 37,615 | $1.66M | 0.00% | +726+2.0% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 25,959 | $1.14M | 0.73% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25,650 | $1.13M | 0.00% | +125+0.5% | Added |
| Susquehanna International Group, LLP | 22,836 | $1.00M | 0.00% | +22,836 | New |
| Keybank National Association | 17,500 | $770.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 14,662 | $645.1K | 0.00% | +7,569+106.7% | Added |
| Bank of Montreal | 12,149 | $641.6K | 0.00% | +12,149 | New |
| Eagle Ridge Investment Management | 14,200 | $624.8K | 0.07% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 12,930 | $568.9K | 0.45% | +1,200+10.2% | Added |
| NorthCrest Asset Manangement, LLC | 12,029 | $529.3K | 0.02% | +12,029 | New |
| HRT Financial LP | 11,485 | $505.0K | 0.01% | +11,485 | New |
| Bank of New York Mellon Corp | 9,749 | $428.9K | 0.00% | +78+0.8% | Added |
| Jane Street Group, LLC | 9,350 | $411.4K | 0.00% | +9,350 | New |
| Qube Research & Technologies Ltd | 8,926 | $392.7K | 0.00% | +3,268+57.8% | Added |
| Northern Trust Corp | 8,231 | $362.2K | 0.00% | +2,307+38.9% | Added |
| Goldman Sachs Group Inc | 6,333 | $278.7K | 0.00% | +6,333 | New |
| Bleakley Financial Group, LLC | 5,000 | $220.0K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 5,000 | $220.0K | 0.01% | +5,000 | New |
| Bank of America Corp | 4,055 | $178.4K | 0.00% | +3,649+898.8% | Added |
| Royal Bank of Canada | 4,000 | $176.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,885 | $170.9K | 0.00% | +1,550+66.4% | Added |
| UBS Group AG | 3,668 | $161.4K | 0.00% | +2,054+127.3% | Added |
| JPMorgan Chase & Co | 3,600 | $158.0K | 0.00% | +3,600 | New |
| Acadian Asset Management LLC | 614 | $27.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 578 | $26.0K | 0.00% | +578 | New |
| Lazard Asset Management LLC | 363 | $15.0K | 0.00% | +363 | New |
| FMR LLC | 57 | $2.50K | 0.00% | +9+18.8% | Added |
| Wells Fargo & Company | 30 | $1.32K | 0.00% | +1+3.4% | Added |
| M3F, Inc. | 0 | $0 | 0.00% | −80,866−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −5,251−100.0% | Sold out |