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