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, Q3 2024
Institutional positions in Orange County Bancorp, Inc. as of Sep 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
- 58
- +6 vs. Q2 2024
- Shares held
- 2.52M
- +369.2K (+17.1%) vs. Q2 2024
- Total value
- $152.2M
- +$38.7M (+34.1%) vs. Q2 2024
- New holders
- 9
- 25 more added
- Sold out
- 3
- 10 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 602,918 | $36.4M | 4.02% | +4,408+0.7% | Added |
| BlackRock, Inc. | 352,482 | $21.3M | 0.00% | +352,482 | New |
| Banc Funds Co LLC | 287,872 | $17.4M | 1.88% | −23,718−7.6% | Reduced |
| Wellington Management Group LLP | 264,755 | $16.0M | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 210,349 | $12.7M | 0.00% | +6,600+3.2% | Added |
| Manufacturers Life Insurance Company, The | 123,199 | $7.43M | 0.01% | −3,270−2.6% | Reduced |
| Alliancebernstein L.P. | 116,058 | $7.00M | 0.00% | −43,214−27.1% | Reduced |
| Geode Capital Management, LLC | 111,414 | $6.72M | 0.00% | +1,649+1.5% | Added |
| State Street Corp | 74,966 | $4.52M | 0.00% | +4,060+5.7% | Added |
| Northern Trust Corp | 40,265 | $2.43M | 0.00% | −893−2.2% | Reduced |
| Hennessy Advisors Inc | 35,000 | $2.11M | 0.07% | +191+0.5% | Added |
| American Century Companies Inc | 33,635 | $2.03M | 0.00% | +20,873+163.6% | Added |
| Morgan Stanley | 19,621 | $1.18M | 0.00% | +8,964+84.1% | Added |
| Ameriprise Financial Inc | 19,164 | $1.16M | 0.00% | +19,164 | New |
| Bank of New York Mellon Corp | 18,635 | $1.12M | 0.00% | −4,095−18.0% | Reduced |
| Keybank National Association | 17,500 | $1.06M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 14,806 | $893.1K | 0.00% | +8,991+154.6% | Added |
| Eagle Ridge Investment Management | 14,200 | $856.5K | 0.08% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 13,922 | $839.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,412 | $809.0K | 0.00% | +4,198+45.6% | Added |
| NorthCrest Asset Manangement, LLC | 12,989 | $783.5K | 0.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 12,245 | $738.4K | 0.00% | +4,681+61.9% | Added |
| Invesco Ltd. | 10,209 | $615.8K | 0.00% | −5,826−36.3% | Reduced |
| Nuveen Asset Management, LLC | 9,965 | $601.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 8,394 | $506.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,339 | $503.0K | 0.00% | +4,750+132.3% | Added |
| Barclays PLC | 7,934 | $478.6K | 0.00% | +5,132+183.2% | Added |
| Quadrature Capital Ltd | 6,353 | $379.0K | 0.01% | +6,353 | New |
| Rhumbline Advisers | 5,829 | $351.6K | 0.00% | +87+1.5% | Added |
| HighTower Advisors, LLC | 5,794 | $350.0K | 0.00% | +10.0% | Added |
| Royal Bank of Canada | 4,511 | $272.0K | 0.00% | +31+0.7% | Added |
| Bank of America Corp | 4,279 | $258.1K | 0.00% | +141+3.4% | Added |
| Two Sigma Investments, LP | 4,210 | $253.9K | 0.00% | +4,210 | New |
| Renaissance Technologies LLC | 4,000 | $241.3K | 0.00% | +4,000 | New |
| Citigroup Inc | 3,894 | $234.9K | 0.00% | +2,588+198.2% | Added |
| UBS Group AG | 3,756 | $226.6K | 0.00% | +1,150+44.1% | Added |
| Kahn Brothers Group Inc | 4,000 | $212.0K | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,481 | $210.0K | 0.00% | +1,861+114.9% | Added |
| MetLife Investment Management | 3,183 | $192.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,043 | $183.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,804 | $169.1K | 0.00% | −450−13.8% | Reduced |
| Corebridge Financial, Inc. | 2,732 | $164.8K | 0.00% | −17−0.6% | Reduced |
| Wells Fargo & Company | 2,347 | $141.6K | 0.00% | +102+4.5% | Added |
| SG Americas Securities, LLC | 1,827 | $110.0K | 0.00% | +1,827 | New |
| Lazard Asset Management LLC | 1,335 | $80.0K | 0.00% | +9+0.7% | Added |
| Legal & General Group Plc | 480 | $29.0K | 0.00% | +76+18.8% | Added |
| Ameritas Investment Partners, Inc. | 422 | $25.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 370 | $22.3K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 364 | $21.0K | 0.00% | +170+87.6% | Added |
| Tower Research Capital LLC (TRC) | 237 | $14.1K | 0.00% | −982−80.6% | Reduced |
| Amalgamated Bank | 172 | $10.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 101 | $6.08K | 0.00% | +37+57.8% | Added |
| CWM, LLC | 96 | $6.00K | 0.00% | +67+231.0% | Added |
| Harbor Capital Advisors, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| Sterling Capital Management LLC | 16 | $965 | 0.00% | +16 | New |
| Russell Investments Group, Ltd. | 9 | $543 | 0.00% | −409−97.8% | Reduced |
| Nisa Investment Advisors, LLC | 8 | $483 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 5 | $302 | 0.00% | +5 | New |
| First Trust Advisors LP | 0 | $0 | 0.00% | −12,080−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −4,786−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Coombe, Bender & Co LLC | – | – | – | – | Not filed |