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, Q4 2023
Institutional positions in Orange County Bancorp, Inc. as of Dec 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
- 52
- 0 vs. Q3 2023
- Shares held
- 2.53M
- +6.97K (+0.3%) vs. Q3 2023
- Total value
- $147.8M
- +$38.7M (+35.5%) vs. Q3 2023
- New holders
- 3
- 24 more added
- Sold out
- 3
- 13 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 598,510 | $31.2M | 4.28% | −8,127−1.3% | Reduced |
| Banc Funds Co LLC | 341,064 | $20.5M | 2.03% | −30,727−8.3% | Reduced |
| BlackRock Inc. | 329,057 | $19.8M | 0.00% | +37,523+12.9% | Added |
| Wellington Management Group LLP | 271,508 | $16.4M | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 198,961 | $12.0M | 0.00% | +3,091+1.6% | Added |
| Alliancebernstein L.P. | 170,703 | $10.3M | 0.00% | −43,539−20.3% | Reduced |
| Manufacturers Life Insurance Company, The | 127,130 | $7.66M | 0.00% | −738−0.6% | Reduced |
| Geode Capital Management, LLC | 101,178 | $6.10M | 0.00% | +3,030+3.1% | Added |
| State Street Corp | 70,621 | $4.25M | 0.00% | +3,068+4.5% | Added |
| Northern Trust Corp | 44,748 | $2.70M | 0.00% | +5,470+13.9% | Added |
| Advisor Group Holdings, Inc. | 24,100 | $1.45M | 0.00% | −1,700−6.6% | Reduced |
| Bank of New York Mellon Corp | 22,415 | $1.35M | 0.00% | −793−3.4% | Reduced |
| Keybank National Association | 17,500 | $1.05M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 15,009 | $904.1K | 0.00% | +7,004+87.5% | Added |
| Eagle Ridge Investment Management | 14,200 | $855.4K | 0.08% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 14,000 | $843.4K | 0.04% | +14,000 | New |
| Charles Schwab Investment Management Inc | 13,339 | $803.5K | 0.00% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 13,118 | $790.2K | 0.49% | +1,488+12.8% | Added |
| NorthCrest Asset Manangement, LLC | 12,989 | $782.5K | 0.03% | 00.0% | Unchanged |
| First Trust Advisors LP | 11,790 | $710.2K | 0.00% | +281+2.4% | Added |
| American Century Companies Inc | 10,545 | $635.2K | 0.00% | +2,036+23.9% | Added |
| Citadel Advisors LLC | 9,383 | $565.2K | 0.00% | +4,697+100.2% | Added |
| Bank of America Corp | 8,617 | $519.1K | 0.00% | +271+3.2% | Added |
| Commonwealth Equity Services, LLC | 8,394 | $506.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 7,853 | $473.1K | 0.00% | +6,073+341.2% | Added |
| Nuveen Asset Management, LLC | 7,547 | $454.6K | 0.00% | +672+9.8% | Added |
| HighTower Advisors, LLC | 6,296 | $380.0K | 0.00% | −100−1.6% | Reduced |
| UBS Group AG | 6,225 | $375.0K | 0.00% | +2,398+62.7% | Added |
| Dimensional Fund Advisors LP | 5,844 | $352.4K | 0.00% | +962+19.7% | Added |
| Royal Bank of Canada | 5,624 | $339.0K | 0.00% | +674+13.6% | Added |
| Rhumbline Advisers | 5,379 | $324.0K | 0.00% | +111+2.1% | Added |
| JPMorgan Chase & Co | 5,264 | $317.1K | 0.00% | +1,797+51.8% | Added |
| Invesco Ltd. | 5,186 | $312.4K | 0.00% | +5,186 | New |
| Goldman Sachs Group Inc | 4,420 | $266.3K | 0.00% | −534−10.8% | Reduced |
| Janus Henderson Group PLC | 3,464 | $208.7K | 0.00% | +3,464 | New |
| New York State Common Retirement Fund | 3,045 | $183.4K | 0.00% | +5+0.2% | Added |
| MetLife Investment Management | 2,884 | $173.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,786 | $168.0K | 0.00% | +461+19.8% | Added |
| American International Group, Inc. | 2,539 | $152.9K | 0.00% | −10−0.4% | Reduced |
| Lazard Asset Management LLC | 2,098 | $126.0K | 0.00% | +13+0.6% | Added |
| Deutsche Bank AG | 1,633 | $98.4K | 0.00% | −129−7.3% | Reduced |
| Wells Fargo & Company | 1,567 | $94.4K | 0.00% | +310+24.7% | Added |
| California State Teachers Retirement System | 841 | $50.7K | 0.00% | −286−25.4% | Reduced |
| Citigroup Inc | 730 | $44.0K | 0.00% | +693+1,873.0% | Added |
| Acadian Asset Management LLC | 614 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 543 | $32.7K | 0.00% | +236+76.9% | Added |
| Amalgamated Bank | 445 | $27.0K | 0.00% | −51−10.3% | Reduced |
| Ameritas Investment Partners, Inc. | 422 | $25.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 404 | $24.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 299 | $18.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 218 | $13.1K | 0.00% | −135−38.2% | Reduced |
| Nisa Investment Advisors, LLC | 8 | $482 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −7,276−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,396−100.0% | Sold out |