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