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