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, Q4 2024
Institutional positions in Orange County Bancorp, Inc. as of Dec 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
- 65
- +7 vs. Q3 2024
- Shares held
- 2.56M
- +37.3K (+1.5%) vs. Q3 2024
- Total value
- $142.3M
- −$9.88M (−6.5%) vs. Q3 2024
- New holders
- 10
- 27 more added
- Sold out
- 3
- 14 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 602,184 | $33.5M | 3.79% | −734−0.1% | Reduced |
| BlackRock, Inc. | 363,024 | $20.2M | 0.00% | +10,542+3.0% | Added |
| Wellington Management Group LLP | 264,755 | $14.7M | 0.00% | 00.0% | Unchanged |
| Banc Funds Co LLC | 238,025 | $13.2M | 1.46% | −49,847−17.3% | Reduced |
| Vanguard Group Inc | 225,592 | $12.5M | 0.00% | +15,243+7.2% | Added |
| Manufacturers Life Insurance Company, The | 123,109 | $6.84M | 0.01% | −90−0.1% | Reduced |
| Geode Capital Management, LLC | 111,161 | $6.18M | 0.00% | −253−0.2% | Reduced |
| Alliancebernstein L.P. | 100,751 | $5.60M | 0.00% | −15,307−13.2% | Reduced |
| State Street Corp | 77,600 | $4.31M | 0.00% | +2,634+3.5% | Added |
| American Century Companies Inc | 53,753 | $2.99M | 0.00% | +20,118+59.8% | Added |
| Northern Trust Corp | 42,933 | $2.39M | 0.00% | +2,668+6.6% | Added |
| Bank of New York Mellon Corp | 28,038 | $1.56M | 0.00% | +9,403+50.5% | Added |
| Hennessy Advisors Inc | 28,000 | $1.56M | 0.05% | −7,000−20.0% | Reduced |
| Ameriprise Financial Inc | 22,916 | $1.27M | 0.00% | +3,752+19.6% | Added |
| Goldman Sachs Group Inc | 19,909 | $1.11M | 0.00% | +5,103+34.5% | Added |
| Morgan Stanley | 19,433 | $1.08M | 0.00% | −188−1.0% | Reduced |
| JPMorgan Chase & Co | 19,100 | $1.06M | 0.00% | +10,761+129.0% | Added |
| Keybank National Association | 17,500 | $972.5K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 17,211 | $956.3K | 0.00% | +4,966+40.6% | Added |
| Citadel Advisors LLC | 15,693 | $872.1K | 0.00% | +2,281+17.0% | Added |
| Eagle Ridge Investment Management | 14,200 | $789.1K | 0.07% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 13,922 | $773.6K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 12,989 | $721.8K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 11,605 | $644.9K | 0.00% | +11,605 | New |
| Barclays PLC | 10,292 | $571.9K | 0.00% | +2,358+29.7% | Added |
| Nuveen Asset Management, LLC | 9,965 | $553.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 8,682 | $482.5K | 0.00% | +4,403+102.9% | Added |
| Invesco Ltd. | 8,546 | $474.9K | 0.00% | −1,663−16.3% | Reduced |
| Commonwealth Equity Services, LLC | 8,394 | $466.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,167 | $342.7K | 0.00% | +2,686+77.2% | Added |
| Renaissance Technologies LLC | 6,100 | $339.0K | 0.00% | +2,100+52.5% | Added |
| Rhumbline Advisers | 5,685 | $315.9K | 0.00% | −144−2.5% | Reduced |
| HighTower Advisors, LLC | 5,394 | $299.8K | 0.00% | −400−6.9% | Reduced |
| Two Sigma Investments, LP | 5,294 | $294.2K | 0.00% | +1,084+25.7% | Added |
| Royal Bank of Canada | 4,491 | $250.0K | 0.00% | −20−0.4% | Reduced |
| Citigroup Inc | 4,182 | $232.4K | 0.00% | +288+7.4% | Added |
| UBS Group AG | 4,142 | $230.2K | 0.00% | +386+10.3% | Added |
| Kahn Brothers Group Inc | 4,000 | $222.0K | 0.05% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 3,714 | $206.4K | 0.00% | +3,714 | New |
| MetLife Investment Management | 3,183 | $176.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,999 | $166.7K | 0.00% | +652+27.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,904 | $161.4K | 0.00% | +100+3.6% | Added |
| New York State Common Retirement Fund | 2,643 | $146.9K | 0.00% | −400−13.1% | Reduced |
| Corebridge Financial, Inc. | 2,541 | $141.2K | 0.00% | −191−7.0% | Reduced |
| SG Americas Securities, LLC | 2,194 | $122.0K | 0.00% | +367+20.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,419 | $78.9K | 0.00% | +1,419 | New |
| Public Employees Retirement System of Ohio | 1,076 | $59.8K | 0.00% | +1,076 | New |
| BNP Paribas Arbitrage, SA | 833 | $46.3K | 0.00% | +833 | New |
| Picton Mahoney Asset Management | 536 | $30.0K | 0.00% | +172+47.3% | Added |
| Legal & General Group Plc | 480 | $26.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 422 | $23.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 413 | $22.9K | 0.00% | +176+74.3% | Added |
| California State Teachers Retirement System | 370 | $20.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 172 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 164 | $9.11K | 0.00% | +148+925.0% | Added |
| FMR LLC | 111 | $6.16K | 0.00% | +10+9.9% | Added |
| CWM, LLC | 100 | $6.00K | 0.00% | +4+4.2% | Added |
| Versant Capital Management, Inc | 96 | $5.33K | 0.00% | +96 | New |
| Russell Investments Group, Ltd. | 51 | $2.83K | 0.00% | +42+466.7% | Added |
| US Bancorp | 35 | $1.95K | 0.00% | +35 | New |
| Creative Planning | 25 | $1.39K | 0.00% | +25 | New |
| GAMMA Investing LLC | 21 | $1.17K | 0.00% | +21 | New |
| Harbor Capital Advisors, Inc. | 25 | $1.00K | 0.00% | −1−3.8% | Reduced |
| Nisa Investment Advisors, LLC | 8 | $445 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | +5 | New |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,353−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,335−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −5−100.0% | Sold out |