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, Q1 2024
Institutional positions in Orange County Bancorp, Inc. as of Mar 31, 2024. 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
- 51
- −1 vs. Q4 2023
- Shares held
- 2.51M
- −27.5K (−1.1%) vs. Q4 2023
- Total value
- $115.3M
- −$32.5M (−22.0%) vs. Q4 2023
- New holders
- 3
- 15 more added
- Sold out
- 4
- 22 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 602,279 | $27.7M | 3.32% | +3,769+0.6% | Added |
| Banc Funds Co LLC | 321,822 | $14.8M | 1.67% | −19,242−5.6% | Reduced |
| BlackRock Inc. | 318,358 | $14.6M | 0.00% | −10,699−3.3% | Reduced |
| Wellington Management Group LLP | 269,146 | $12.4M | 0.00% | −2,362−0.9% | Reduced |
| Vanguard Group Inc | 201,453 | $9.27M | 0.00% | +2,492+1.3% | Added |
| Alliancebernstein L.P. | 163,477 | $7.52M | 0.00% | −7,226−4.2% | Reduced |
| Manufacturers Life Insurance Company, The | 127,185 | $5.85M | 0.01% | +550.0% | Added |
| Geode Capital Management, LLC | 105,096 | $4.83M | 0.00% | +3,918+3.9% | Added |
| State Street Corp | 70,890 | $3.26M | 0.00% | +269+0.4% | Added |
| Northern Trust Corp | 43,320 | $1.99M | 0.00% | −1,428−3.2% | Reduced |
| Hennessy Advisors Inc | 27,000 | $1.24M | 0.05% | +13,000+92.9% | Added |
| Advisor Group Holdings, Inc. | 23,600 | $1.09M | 0.00% | −500−2.1% | Reduced |
| Bank of New York Mellon Corp | 21,354 | $982.3K | 0.00% | −1,061−4.7% | Reduced |
| Keybank National Association | 17,500 | $805.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 16,446 | $756.5K | 0.00% | +11,260+217.1% | Added |
| Eagle Ridge Investment Management | 14,200 | $653.2K | 0.06% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 13,339 | $613.6K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 12,989 | $597.5K | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 12,762 | $587.1K | 0.00% | +2,217+21.0% | Added |
| Morgan Stanley | 12,510 | $575.5K | 0.00% | −2,499−16.7% | Reduced |
| First Trust Advisors LP | 12,170 | $559.8K | 0.00% | +380+3.2% | Added |
| Coombe, Bender & Co LLC | 11,383 | $523.6K | 0.32% | −1,735−13.2% | Reduced |
| JPMorgan Chase & Co | 9,399 | $432.4K | 0.00% | +4,135+78.6% | Added |
| Commonwealth Equity Services, LLC | 8,394 | $386.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,887 | $362.8K | 0.00% | −1,496−15.9% | Reduced |
| Nuveen Asset Management, LLC | 7,547 | $347.2K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 6,890 | $316.9K | 0.00% | +1,046+17.9% | Added |
| HighTower Advisors, LLC | 6,194 | $285.0K | 0.00% | −102−1.6% | Reduced |
| UBS Group AG | 6,099 | $280.6K | 0.00% | −126−2.0% | Reduced |
| Rhumbline Advisers | 5,587 | $257.0K | 0.00% | +208+3.9% | Added |
| Barclays PLC | 4,530 | $208.4K | 0.00% | −3,323−42.3% | Reduced |
| Royal Bank of Canada | 4,114 | $189.0K | 0.00% | −1,510−26.8% | Reduced |
| Bank of America Corp | 3,179 | $146.2K | 0.00% | −5,438−63.1% | Reduced |
| New York State Common Retirement Fund | 3,042 | $139.9K | 0.00% | −3−0.1% | Reduced |
| MetLife Investment Management | 2,884 | $132.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 2,518 | $115.8K | 0.00% | −21−0.8% | Reduced |
| Lazard Asset Management LLC | 2,000 | $92.0K | 0.00% | −98−4.7% | Reduced |
| Wells Fargo & Company | 1,800 | $82.8K | 0.00% | +233+14.9% | Added |
| Deutsche Bank AG | 1,720 | $79.1K | 0.00% | +87+5.3% | Added |
| Citigroup Inc | 970 | $44.6K | 0.00% | +240+32.9% | Added |
| California State Teachers Retirement System | 514 | $23.6K | 0.00% | −327−38.9% | Reduced |
| Tower Research Capital LLC (TRC) | 475 | $21.9K | 0.00% | −68−12.5% | Reduced |
| Ameritas Investment Partners, Inc. | 422 | $19.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 404 | $18.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 299 | $13.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 217 | $9.97K | 0.00% | −1−0.5% | Reduced |
| Amalgamated Bank | 172 | $8.00K | 0.00% | −273−61.3% | Reduced |
| Russell Investments Group, Ltd. | 9 | $414 | 0.00% | +9 | New |
| Nisa Investment Advisors, LLC | 8 | $368 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6 | $276 | 0.00% | +6 | New |
| CWM, LLC | 1 | $0 | 0.00% | +1 | New |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −4,420−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −3,464−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,786−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −614−100.0% | Sold out |