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, Q2 2024
Institutional positions in Orange County Bancorp, Inc. as of Jun 30, 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
- 54
- +3 vs. Q1 2024
- Shares held
- 2.49M
- −12.2K (−0.5%) vs. Q1 2024
- Total value
- $131.4M
- +$16.2M (+14.0%) vs. Q1 2024
- New holders
- 6
- 20 more added
- Sold out
- 3
- 19 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 598,510 | $31.2M | 4.06% | −3,769−0.6% | Reduced |
| BlackRock Inc. | 327,314 | $17.3M | 0.00% | +8,956+2.8% | Added |
| Banc Funds Co LLC | 311,590 | $16.5M | 1.95% | −10,232−3.2% | Reduced |
| Wellington Management Group LLP | 264,755 | $14.0M | 0.00% | −4,391−1.6% | Reduced |
| Vanguard Group Inc | 203,749 | $10.8M | 0.00% | +2,296+1.1% | Added |
| Alliancebernstein L.P. | 159,272 | $8.42M | 0.00% | −4,205−2.6% | Reduced |
| Manufacturers Life Insurance Company, The | 126,469 | $6.69M | 0.01% | −716−0.6% | Reduced |
| Geode Capital Management, LLC | 109,765 | $5.80M | 0.00% | +4,669+4.4% | Added |
| State Street Corp | 70,906 | $3.75M | 0.00% | +160.0% | Added |
| Northern Trust Corp | 41,158 | $2.18M | 0.00% | −2,162−5.0% | Reduced |
| Hennessy Advisors Inc | 34,809 | $1.84M | 0.07% | +7,809+28.9% | Added |
| Bank of New York Mellon Corp | 22,730 | $1.20M | 0.00% | +1,376+6.4% | Added |
| Keybank National Association | 17,500 | $925.4K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 16,035 | $847.9K | 0.00% | −411−2.5% | Reduced |
| Eagle Ridge Investment Management | 14,200 | $750.9K | 0.07% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 13,922 | $736.2K | 0.00% | +583+4.4% | Added |
| NorthCrest Asset Manangement, LLC | 12,989 | $686.9K | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 12,762 | $674.9K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 12,080 | $638.8K | 0.00% | −90−0.7% | Reduced |
| Coombe, Bender & Co LLC | 11,230 | $593.8K | 0.35% | −153−1.3% | Reduced |
| Morgan Stanley | 10,657 | $563.6K | 0.00% | −1,853−14.8% | Reduced |
| Nuveen Asset Management, LLC | 9,965 | $526.9K | 0.00% | +2,418+32.0% | Added |
| Citadel Advisors LLC | 9,214 | $487.2K | 0.00% | +1,327+16.8% | Added |
| Commonwealth Equity Services, LLC | 8,394 | $444.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 7,564 | $399.0K | 0.00% | +674+9.8% | Added |
| Goldman Sachs Group Inc | 5,815 | $307.5K | 0.00% | +5,815 | New |
| HighTower Advisors, LLC | 5,793 | $305.0K | 0.00% | −401−6.5% | Reduced |
| Rhumbline Advisers | 5,742 | $303.6K | 0.00% | +155+2.8% | Added |
| Jane Street Group, LLC | 4,786 | $253.1K | 0.00% | +4,786 | New |
| Royal Bank of Canada | 4,480 | $237.0K | 0.00% | +366+8.9% | Added |
| Bank of America Corp | 4,138 | $218.8K | 0.00% | +959+30.2% | Added |
| Kahn Brothers Group Inc | 4,000 | $212.0K | 0.04% | +4,000 | New |
| JPMorgan Chase & Co | 3,589 | $189.8K | 0.00% | −5,810−61.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,254 | $172.1K | 0.00% | +3,254 | New |
| MetLife Investment Management | 3,183 | $168.3K | 0.00% | +299+10.4% | Added |
| New York State Common Retirement Fund | 3,043 | $160.9K | 0.00% | +10.0% | Added |
| Barclays PLC | 2,802 | $148.2K | 0.00% | −1,728−38.1% | Reduced |
| Corebridge Financial, Inc. | 2,749 | $145.4K | 0.00% | +2,749 | New |
| UBS Group AG | 2,606 | $137.8K | 0.00% | −3,493−57.3% | Reduced |
| Wells Fargo & Company | 2,245 | $118.7K | 0.00% | +445+24.7% | Added |
| Deutsche Bank AG | 1,620 | $85.7K | 0.00% | −100−5.8% | Reduced |
| Lazard Asset Management LLC | 1,326 | $70.0K | 0.00% | −674−33.7% | Reduced |
| Citigroup Inc | 1,306 | $69.1K | 0.00% | +336+34.6% | Added |
| Tower Research Capital LLC (TRC) | 1,219 | $64.5K | 0.00% | +744+156.6% | Added |
| Ameritas Investment Partners, Inc. | 422 | $22.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 418 | $22.1K | 0.00% | +409+4,544.4% | Added |
| Legal & General Group Plc | 404 | $21.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 370 | $19.6K | 0.00% | −144−28.0% | Reduced |
| Picton Mahoney Asset Management | 194 | $11.0K | 0.00% | +194 | New |
| Amalgamated Bank | 172 | $9.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 64 | $3.38K | 0.00% | −153−70.5% | Reduced |
| CWM, LLC | 29 | $2.00K | 0.00% | +28+2,800.0% | Added |
| Nisa Investment Advisors, LLC | 8 | $423 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3 | $159 | 0.00% | −23,597−100.0% | Reduced |
| American International Group, Inc. | 0 | $0 | 0.00% | −2,518−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |