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, Q3 2023
Institutional positions in Orange County Bancorp, Inc. as of Sep 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
- 52
- +8 vs. Q2 2023
- Shares held
- 2.53M
- −17.5K (−0.7%) vs. Q2 2023
- Total value
- $109.0M
- +$19.2M (+21.3%) vs. Q2 2023
- New holders
- 9
- 14 more added
- Sold out
- 1
- 15 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 606,637 | $26.2M | 3.69% | −5,703−0.9% | Reduced |
| Banc Funds Co LLC | 371,791 | $16.1M | 1.88% | −53,589−12.6% | Reduced |
| BlackRock Inc. | 291,534 | $12.6M | 0.00% | +10,393+3.7% | Added |
| Wellington Management Group LLP | 271,508 | $11.7M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 214,242 | $9.25M | 0.00% | −19,940−8.5% | Reduced |
| Vanguard Group Inc | 195,870 | $8.46M | 0.00% | +9,456+5.1% | Added |
| Manufacturers Life Insurance Company, The | 127,868 | $5.52M | 0.00% | +1,116+0.9% | Added |
| Geode Capital Management, LLC | 98,148 | $4.24M | 0.00% | +5,204+5.6% | Added |
| State Street Corp | 67,553 | $2.92M | 0.00% | +9,255+15.9% | Added |
| Northern Trust Corp | 39,278 | $1.70M | 0.00% | −682−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 25,800 | $1.11M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 23,208 | $1.00M | 0.00% | +642+2.8% | Added |
| Keybank National Association | 17,500 | $755.5K | 0.00% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 14,200 | $613.0K | 0.07% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 13,339 | $575.8K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 12,989 | $560.7K | 0.02% | +960+8.0% | Added |
| Coombe, Bender & Co LLC | 11,630 | $502.1K | 0.38% | 00.0% | Unchanged |
| First Trust Advisors LP | 11,509 | $496.8K | 0.00% | +11,509 | New |
| American Century Companies Inc | 8,509 | $367.3K | 0.00% | +8,509 | New |
| Commonwealth Equity Services, LLC | 8,394 | $362.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 8,346 | $360.3K | 0.00% | +2,839+51.6% | Added |
| Morgan Stanley | 8,005 | $345.6K | 0.00% | −1,053−11.6% | Reduced |
| Millennium Management LLC | 7,276 | $314.1K | 0.00% | −9,202−55.8% | Reduced |
| Nuveen Asset Management, LLC | 6,875 | $296.8K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 6,396 | $276.0K | 0.00% | −1,299−16.9% | Reduced |
| Rhumbline Advisers | 5,268 | $227.4K | 0.00% | +334+6.8% | Added |
| Royal Bank of Canada | 4,950 | $214.0K | 0.00% | +341+7.4% | Added |
| Goldman Sachs Group Inc | 4,954 | $213.9K | 0.00% | −1,802−26.7% | Reduced |
| Dimensional Fund Advisors LP | 4,882 | $210.8K | 0.00% | +4,882 | New |
| Citadel Advisors LLC | 4,686 | $202.3K | 0.00% | +4,686 | New |
| UBS Group AG | 3,827 | $165.2K | 0.00% | −138−3.5% | Reduced |
| JPMorgan Chase & Co | 3,467 | $149.7K | 0.00% | −747−17.7% | Reduced |
| New York State Common Retirement Fund | 3,040 | $131.2K | 0.00% | +40+1.3% | Added |
| MetLife Investment Management | 2,884 | $124.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 2,549 | $110.0K | 0.00% | +90+3.7% | Added |
| First Horizon Advisors, Inc. | 2,500 | $107.9K | 0.00% | +2,500 | New |
| SG Americas Securities, LLC | 2,325 | $100.0K | 0.00% | +2,325 | New |
| Lazard Asset Management LLC | 2,085 | $90.0K | 0.00% | +2,085 | New |
| Barclays PLC | 1,780 | $76.8K | 0.00% | −90−4.8% | Reduced |
| Deutsche Bank AG | 1,762 | $76.1K | 0.00% | +1,762 | New |
| Allspring Global Investments Holdings, LLC | 1,396 | $60.3K | 0.00% | +1,396 | New |
| Wells Fargo & Company | 1,257 | $54.3K | 0.00% | −684−35.2% | Reduced |
| California State Teachers Retirement System | 1,127 | $48.7K | 0.00% | −572−33.7% | Reduced |
| Acadian Asset Management LLC | 614 | $26.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 496 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 422 | $18.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 404 | $17.4K | 0.00% | −86−17.6% | Reduced |
| FMR LLC | 353 | $15.2K | 0.00% | +344+3,822.2% | Added |
| Tower Research Capital LLC (TRC) | 307 | $13.3K | 0.00% | +41+15.4% | Added |
| Metropolitan Life Insurance Co | 299 | $12.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 37 | $1.60K | 0.00% | −1,483−97.6% | Reduced |
| Nisa Investment Advisors, LLC | 8 | $345 | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |