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