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