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, Q2 2023
Institutional positions in Orange County Bancorp, Inc. as of Jun 30, 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
- 44
- +8 vs. Q1 2023
- Shares held
- 2.54M
- +204.3K (+8.7%) vs. Q1 2023
- Total value
- $89.9M
- −$13.2M (−12.8%) vs. Q1 2023
- New holders
- 17
- 14 more added
- Sold out
- 9
- 9 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 612,340 | $18.4M | 2.49% | −2,422−0.4% | Reduced |
| Banc Funds Co LLC | 425,380 | $15.7M | 1.85% | −53,926−11.3% | Reduced |
| BlackRock Inc. | 281,141 | $10.4M | 0.00% | +243,526+647.4% | Added |
| Wellington Management Group LLP | 271,508 | $10.0M | 0.00% | −89,309−24.8% | Reduced |
| Alliancebernstein L.P. | 234,182 | $8.66M | 0.00% | +3,436+1.5% | Added |
| Vanguard Group Inc | 186,414 | $6.90M | 0.00% | +20,909+12.6% | Added |
| Manufacturers Life Insurance Company, The | 126,752 | $4.69M | 0.00% | +4,053+3.3% | Added |
| Geode Capital Management, LLC | 92,944 | $3.44M | 0.00% | +53,516+135.7% | Added |
| State Street Corp | 58,298 | $2.16M | 0.00% | +58,298 | New |
| Northern Trust Corp | 39,960 | $1.48M | 0.00% | +31,729+385.5% | Added |
| Advisor Group Holdings, Inc. | 25,800 | $954.6K | 0.00% | +150+0.6% | Added |
| Bank of New York Mellon Corp | 22,566 | $834.9K | 0.00% | +12,817+131.5% | Added |
| Keybank National Association | 17,500 | $647.5K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 16,478 | $609.7K | 0.00% | −29,062−63.8% | Reduced |
| Eagle Ridge Investment Management | 14,200 | $525.4K | 0.06% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 13,339 | $493.5K | 0.00% | +13,339 | New |
| NorthCrest Asset Manangement, LLC | 12,029 | $445.1K | 0.02% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 11,630 | $430.3K | 0.31% | −1,300−10.1% | Reduced |
| Morgan Stanley | 9,058 | $335.1K | 0.00% | −5,604−38.2% | Reduced |
| Commonwealth Equity Services, LLC | 8,394 | $311.0K | 0.00% | +8,394 | New |
| HighTower Advisors, LLC | 7,695 | $284.0K | 0.00% | +7,695 | New |
| Nuveen Asset Management, LLC | 6,875 | $254.4K | 0.00% | +6,875 | New |
| Goldman Sachs Group Inc | 6,756 | $250.0K | 0.00% | +423+6.7% | Added |
| Bank of America Corp | 5,507 | $203.8K | 0.00% | +1,452+35.8% | Added |
| Rhumbline Advisers | 4,934 | $182.6K | 0.00% | +4,934 | New |
| Royal Bank of Canada | 4,609 | $171.0K | 0.00% | +609+15.2% | Added |
| JPMorgan Chase & Co | 4,214 | $155.9K | 0.00% | +614+17.1% | Added |
| UBS Group AG | 3,965 | $146.7K | 0.00% | +297+8.1% | Added |
| New York State Common Retirement Fund | 3,000 | $111.0K | 0.00% | +3,000 | New |
| MetLife Investment Management | 2,884 | $106.7K | 0.00% | +2,884 | New |
| American International Group, Inc. | 2,459 | $91.0K | 0.00% | +2,459 | New |
| Wells Fargo & Company | 1,941 | $71.8K | 0.00% | +1,911+6,370.0% | Added |
| Barclays PLC | 1,870 | $69.2K | 0.00% | +1,870 | New |
| California State Teachers Retirement System | 1,699 | $62.9K | 0.00% | +1,699 | New |
| Citigroup Inc | 1,520 | $56.2K | 0.00% | −2,365−60.9% | Reduced |
| STRS Ohio | 1,100 | $40.0K | 0.00% | +1,100 | New |
| Acadian Asset Management LLC | 614 | $22.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 490 | $18.1K | 0.00% | +490 | New |
| Amalgamated Bank | 496 | $18.0K | 0.00% | +496 | New |
| Ameritas Investment Partners, Inc. | 422 | $15.6K | 0.00% | +422 | New |
| Metropolitan Life Insurance Co | 299 | $11.1K | 0.00% | +299 | New |
| Tower Research Capital LLC (TRC) | 266 | $9.84K | 0.00% | −312−54.0% | Reduced |
| FMR LLC | 9 | $327 | 0.00% | −48−84.2% | Reduced |
| Nisa Investment Advisors, LLC | 8 | $296 | 0.00% | +8 | New |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −25,959−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −22,836−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −12,149−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,485−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −9,350−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,926−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −363−100.0% | Sold out |