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 |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 5 | $302 | 0.00% | +5 | New |
| Nisa Investment Advisors, LLC | 8 | $483 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 9 | $543 | 0.00% | −409−97.8% | Reduced |
| Sterling Capital Management LLC | 16 | $965 | 0.00% | +16 | New |
| Harbor Capital Advisors, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| CWM, LLC | 96 | $6.00K | 0.00% | +67+231.0% | Added |
| FMR LLC | 101 | $6.08K | 0.00% | +37+57.8% | Added |
| Amalgamated Bank | 172 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 237 | $14.1K | 0.00% | −982−80.6% | Reduced |
| Picton Mahoney Asset Management | 364 | $21.0K | 0.00% | +170+87.6% | Added |
| California State Teachers Retirement System | 370 | $22.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 422 | $25.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 480 | $29.0K | 0.00% | +76+18.8% | Added |
| Lazard Asset Management LLC | 1,335 | $80.0K | 0.00% | +9+0.7% | Added |
| SG Americas Securities, LLC | 1,827 | $110.0K | 0.00% | +1,827 | New |
| Wells Fargo & Company | 2,347 | $141.6K | 0.00% | +102+4.5% | Added |
| Corebridge Financial, Inc. | 2,732 | $164.8K | 0.00% | −17−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,804 | $169.1K | 0.00% | −450−13.8% | Reduced |
| New York State Common Retirement Fund | 3,043 | $183.6K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,183 | $192.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,481 | $210.0K | 0.00% | +1,861+114.9% | Added |
| Kahn Brothers Group Inc | 4,000 | $212.0K | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 3,756 | $226.6K | 0.00% | +1,150+44.1% | Added |
| Citigroup Inc | 3,894 | $234.9K | 0.00% | +2,588+198.2% | Added |
| Renaissance Technologies LLC | 4,000 | $241.3K | 0.00% | +4,000 | New |
| Two Sigma Investments, LP | 4,210 | $253.9K | 0.00% | +4,210 | New |
| Bank of America Corp | 4,279 | $258.1K | 0.00% | +141+3.4% | Added |
| Royal Bank of Canada | 4,511 | $272.0K | 0.00% | +31+0.7% | Added |
| HighTower Advisors, LLC | 5,794 | $350.0K | 0.00% | +10.0% | Added |
| Rhumbline Advisers | 5,829 | $351.6K | 0.00% | +87+1.5% | Added |
| Quadrature Capital Ltd | 6,353 | $379.0K | 0.01% | +6,353 | New |
| Barclays PLC | 7,934 | $478.6K | 0.00% | +5,132+183.2% | Added |
| JPMorgan Chase & Co | 8,339 | $503.0K | 0.00% | +4,750+132.3% | Added |
| Commonwealth Equity Services, LLC | 8,394 | $506.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 9,965 | $601.1K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 10,209 | $615.8K | 0.00% | −5,826−36.3% | Reduced |
| Dimensional Fund Advisors LP | 12,245 | $738.4K | 0.00% | +4,681+61.9% | Added |
| NorthCrest Asset Manangement, LLC | 12,989 | $783.5K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,412 | $809.0K | 0.00% | +4,198+45.6% | Added |
| Charles Schwab Investment Management Inc | 13,922 | $839.8K | 0.00% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 14,200 | $856.5K | 0.08% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 14,806 | $893.1K | 0.00% | +8,991+154.6% | Added |
| Keybank National Association | 17,500 | $1.06M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 18,635 | $1.12M | 0.00% | −4,095−18.0% | Reduced |
| Ameriprise Financial Inc | 19,164 | $1.16M | 0.00% | +19,164 | New |
| Morgan Stanley | 19,621 | $1.18M | 0.00% | +8,964+84.1% | Added |
| American Century Companies Inc | 33,635 | $2.03M | 0.00% | +20,873+163.6% | Added |
| Hennessy Advisors Inc | 35,000 | $2.11M | 0.07% | +191+0.5% | Added |
| Northern Trust Corp | 40,265 | $2.43M | 0.00% | −893−2.2% | Reduced |
| State Street Corp | 74,966 | $4.52M | 0.00% | +4,060+5.7% | Added |
| Geode Capital Management, LLC | 111,414 | $6.72M | 0.00% | +1,649+1.5% | Added |
| Alliancebernstein L.P. | 116,058 | $7.00M | 0.00% | −43,214−27.1% | Reduced |
| Manufacturers Life Insurance Company, The | 123,199 | $7.43M | 0.01% | −3,270−2.6% | Reduced |
| Vanguard Group Inc | 210,349 | $12.7M | 0.00% | +6,600+3.2% | Added |
| Wellington Management Group LLP | 264,755 | $16.0M | 0.00% | 00.0% | Unchanged |
| Banc Funds Co LLC | 287,872 | $17.4M | 1.88% | −23,718−7.6% | Reduced |
| BlackRock, Inc. | 352,482 | $21.3M | 0.00% | +352,482 | New |
| Hudson Valley Investment Advisors Inc | 602,918 | $36.4M | 4.02% | +4,408+0.7% | Added |
| 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 |