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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 8 | $296 | 0.00% | +8 | New |
| FMR LLC | 9 | $327 | 0.00% | −48−84.2% | Reduced |
| Tower Research Capital LLC (TRC) | 266 | $9.84K | 0.00% | −312−54.0% | Reduced |
| Metropolitan Life Insurance Co | 299 | $11.1K | 0.00% | +299 | New |
| Ameritas Investment Partners, Inc. | 422 | $15.6K | 0.00% | +422 | New |
| Amalgamated Bank | 496 | $18.0K | 0.00% | +496 | New |
| Legal & General Group Plc | 490 | $18.1K | 0.00% | +490 | New |
| Acadian Asset Management LLC | 614 | $22.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,100 | $40.0K | 0.00% | +1,100 | New |
| Citigroup Inc | 1,520 | $56.2K | 0.00% | −2,365−60.9% | Reduced |
| California State Teachers Retirement System | 1,699 | $62.9K | 0.00% | +1,699 | New |
| Barclays PLC | 1,870 | $69.2K | 0.00% | +1,870 | New |
| Wells Fargo & Company | 1,941 | $71.8K | 0.00% | +1,911+6,370.0% | Added |
| American International Group, Inc. | 2,459 | $91.0K | 0.00% | +2,459 | New |
| MetLife Investment Management | 2,884 | $106.7K | 0.00% | +2,884 | New |
| New York State Common Retirement Fund | 3,000 | $111.0K | 0.00% | +3,000 | New |
| UBS Group AG | 3,965 | $146.7K | 0.00% | +297+8.1% | Added |
| JPMorgan Chase & Co | 4,214 | $155.9K | 0.00% | +614+17.1% | Added |
| Royal Bank of Canada | 4,609 | $171.0K | 0.00% | +609+15.2% | Added |
| Rhumbline Advisers | 4,934 | $182.6K | 0.00% | +4,934 | New |
| Bank of America Corp | 5,507 | $203.8K | 0.00% | +1,452+35.8% | Added |
| Goldman Sachs Group Inc | 6,756 | $250.0K | 0.00% | +423+6.7% | Added |
| Nuveen Asset Management, LLC | 6,875 | $254.4K | 0.00% | +6,875 | New |
| HighTower Advisors, LLC | 7,695 | $284.0K | 0.00% | +7,695 | New |
| Commonwealth Equity Services, LLC | 8,394 | $311.0K | 0.00% | +8,394 | New |
| Morgan Stanley | 9,058 | $335.1K | 0.00% | −5,604−38.2% | Reduced |
| Coombe, Bender & Co LLC | 11,630 | $430.3K | 0.31% | −1,300−10.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 12,029 | $445.1K | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 13,339 | $493.5K | 0.00% | +13,339 | New |
| Eagle Ridge Investment Management | 14,200 | $525.4K | 0.06% | 00.0% | Unchanged |
| Millennium Management LLC | 16,478 | $609.7K | 0.00% | −29,062−63.8% | Reduced |
| Keybank National Association | 17,500 | $647.5K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 22,566 | $834.9K | 0.00% | +12,817+131.5% | Added |
| Advisor Group Holdings, Inc. | 25,800 | $954.6K | 0.00% | +150+0.6% | Added |
| Northern Trust Corp | 39,960 | $1.48M | 0.00% | +31,729+385.5% | Added |
| State Street Corp | 58,298 | $2.16M | 0.00% | +58,298 | New |
| Geode Capital Management, LLC | 92,944 | $3.44M | 0.00% | +53,516+135.7% | Added |
| Manufacturers Life Insurance Company, The | 126,752 | $4.69M | 0.00% | +4,053+3.3% | Added |
| Vanguard Group Inc | 186,414 | $6.90M | 0.00% | +20,909+12.6% | Added |
| Alliancebernstein L.P. | 234,182 | $8.66M | 0.00% | +3,436+1.5% | Added |
| Wellington Management Group LLP | 271,508 | $10.0M | 0.00% | −89,309−24.8% | Reduced |
| BlackRock Inc. | 281,141 | $10.4M | 0.00% | +243,526+647.4% | Added |
| Banc Funds Co LLC | 425,380 | $15.7M | 1.85% | −53,926−11.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 612,340 | $18.4M | 2.49% | −2,422−0.4% | Reduced |
| 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 |