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, Q1 2025
Institutional positions in Orange County Bancorp, Inc. as of Mar 31, 2025. 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
- 72
- +9 vs. Q4 2024
- Shares held
- 5.19M
- +111.3K (+2.2%) vs. Q4 2024Converted for a 2-for-1 split
- Total value
- $121.3M
- −$19.7M (−14.0%) vs. Q4 2024
- New holders
- 13
- 13 more added
- Sold out
- 4
- 31 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 1,178,905 | $27.6M | 3.29% | −25,463−2.1% | ReducedConverted for a 2-for-1 split |
| BlackRock, Inc. | 735,827 | $17.2M | 0.00% | +9,779+1.3% | AddedConverted for a 2-for-1 split |
| Wellington Management Group LLP | 509,258 | $11.9M | 0.00% | −20,252−3.8% | ReducedConverted for a 2-for-1 split |
| Vanguard Group Inc | 451,212 | $10.6M | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Banc Funds Co LLC | 433,632 | $10.1M | 1.34% | −42,418−8.9% | ReducedConverted for a 2-for-1 split |
| Manufacturers Life Insurance Company, The | 246,240 | $5.76M | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Geode Capital Management, LLC | 225,482 | $5.28M | 0.00% | +3,160+1.4% | AddedConverted for a 2-for-1 split |
| Alliancebernstein L.P. | 194,662 | $4.55M | 0.00% | −6,840−3.4% | ReducedConverted for a 2-for-1 split |
| State Street Corp | 153,492 | $3.59M | 0.00% | −1,708−1.1% | ReducedConverted for a 2-for-1 split |
| American Century Companies Inc | 123,996 | $2.90M | 0.00% | +16,490+15.3% | AddedConverted for a 2-for-1 split |
| Meeder Advisory Services, Inc. | 113,749 | $2.66M | 0.16% | +113,749 | New |
| Northern Trust Corp | 82,703 | $1.93M | 0.00% | −3,163−3.7% | ReducedConverted for a 2-for-1 split |
| Bank of New York Mellon Corp | 53,772 | $1.26M | 0.00% | −2,304−4.1% | ReducedConverted for a 2-for-1 split |
| Dimensional Fund Advisors LP | 45,414 | $1.06M | 0.00% | +10,992+31.9% | AddedConverted for a 2-for-1 split |
| Goldman Sachs Group Inc | 36,838 | $861.6K | 0.00% | −2,980−7.5% | ReducedConverted for a 2-for-1 split |
| Hennessy Advisors Inc | 35,000 | $818.6K | 0.03% | −21,000−37.5% | ReducedConverted for a 2-for-1 split |
| Keybank National Association | 35,000 | $818.6K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Citadel Advisors LLC | 31,458 | $735.8K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Morgan Stanley | 30,313 | $709.0K | 0.00% | −8,553−22.0% | ReducedConverted for a 2-for-1 split |
| Carnegie Capital Asset Management, LLC | 28,400 | $664.3K | 0.02% | +28,400 | New |
| Charles Schwab Investment Management Inc | 27,844 | $651.3K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| U.S. Capital Wealth Advisors, LLC | 26,998 | $631.5K | 0.02% | +26,998 | New |
| NorthCrest Asset Manangement, LLC | 25,985 | $607.8K | 0.02% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Barclays PLC | 22,649 | $529.8K | 0.00% | +2,065+10.0% | AddedConverted for a 2-for-1 split |
| LPL Financial LLC | 21,560 | $504.3K | 0.00% | −1,650−7.1% | ReducedConverted for a 2-for-1 split |
| Martingale Asset Management L P | 21,461 | $502.0K | 0.01% | +21,461 | New |
| Nuveen, LLC | 19,930 | $466.2K | 0.00% | +19,930 | New |
| JPMorgan Chase & Co | 19,586 | $458.1K | 0.00% | −18,614−48.7% | ReducedConverted for a 2-for-1 split |
| Ameriprise Financial Inc | 19,406 | $453.9K | 0.00% | −26,426−57.7% | ReducedConverted for a 2-for-1 split |
| Bank of America Corp | 18,813 | $440.0K | 0.00% | +1,449+8.3% | AddedConverted for a 2-for-1 split |
| Commonwealth Equity Services, LLC | 16,871 | $395.0K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| HSBC Holdings PLC | 14,757 | $345.3K | 0.00% | +14,757 | New |
| Invesco Ltd. | 14,230 | $332.8K | 0.00% | −2,862−16.7% | ReducedConverted for a 2-for-1 split |
| Two Sigma Investments, LP | 13,134 | $307.2K | 0.00% | +2,546+24.0% | AddedConverted for a 2-for-1 split |
| Susquehanna International Group, LLP | 13,066 | $305.6K | 0.00% | +13,066 | New |
| Jacobs Levy Equity Management, Inc | 12,283 | $287.3K | 0.00% | +4,855+65.4% | AddedConverted for a 2-for-1 split |
| Millennium Management LLC | 11,660 | $272.7K | 0.00% | +11,660 | New |
| Deutsche Bank AG | 10,749 | $251.4K | 0.00% | −1,585−12.9% | ReducedConverted for a 2-for-1 split |
| Rhumbline Advisers | 10,501 | $245.6K | 0.00% | −869−7.6% | ReducedConverted for a 2-for-1 split |
| HighTower Advisors, LLC | 10,376 | $242.7K | 0.00% | −412−3.8% | ReducedConverted for a 2-for-1 split |
| Renaissance Technologies LLC | 9,500 | $222.2K | 0.00% | −2,700−22.1% | ReducedConverted for a 2-for-1 split |
| Jane Street Group, LLC | 8,727 | $204.1K | 0.00% | +8,727 | New |
| Citigroup Inc | 7,615 | $178.1K | 0.00% | −749−9.0% | ReducedConverted for a 2-for-1 split |
| Royal Bank of Canada | 6,711 | $156.0K | 0.00% | −2,271−25.3% | ReducedConverted for a 2-for-1 split |
| UBS Group AG | 6,614 | $154.7K | 0.00% | −1,670−20.2% | ReducedConverted for a 2-for-1 split |
| MetLife Investment Management | 6,229 | $145.7K | 0.00% | −137−2.2% | ReducedConverted for a 2-for-1 split |
| Wells Fargo & Company | 6,133 | $143.5K | 0.00% | +135+2.3% | AddedConverted for a 2-for-1 split |
| Mirae Asset Global ETFs Holdings Ltd. | 6,036 | $141.2K | 0.00% | +228+3.9% | AddedConverted for a 2-for-1 split |
| New York State Common Retirement Fund | 5,286 | $123.6K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Corebridge Financial, Inc. | 5,007 | $117.1K | 0.00% | −75−1.5% | ReducedConverted for a 2-for-1 split |
| Globeflex Capital L P | 4,714 | $110.3K | 0.01% | +4,714 | New |
| BNP Paribas Arbitrage, SA | 4,473 | $104.6K | 0.00% | +2,807+168.5% | AddedConverted for a 2-for-1 split |
| Police & Firemen's Retirement System of New Jersey | 2,838 | $66.4K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Public Employees Retirement System of Ohio | 1,870 | $43.7K | 0.00% | −282−13.1% | ReducedConverted for a 2-for-1 split |
| Acadian Asset Management LLC | 1,052 | $24.0K | 0.00% | +1,052 | New |
| Legal & General Group Plc | 960 | $22.5K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Picton Mahoney Asset Management | 970 | $22.0K | 0.00% | −102−9.5% | ReducedConverted for a 2-for-1 split |
| Ameritas Investment Partners, Inc. | 844 | $19.7K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| California State Teachers Retirement System | 740 | $17.3K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Versant Capital Management, Inc | 488 | $11.4K | 0.00% | +296+154.2% | AddedConverted for a 2-for-1 split |
| Tower Research Capital LLC (TRC) | 428 | $10.0K | 0.00% | −398−48.2% | ReducedConverted for a 2-for-1 split |
| Amalgamated Bank | 344 | $8.00K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| FMR LLC | 184 | $4.30K | 0.00% | −38−17.1% | ReducedConverted for a 2-for-1 split |
| Sterling Capital Management LLC | 176 | $4.12K | 0.00% | −152−46.3% | ReducedConverted for a 2-for-1 split |
| CWM, LLC | 153 | $4.00K | 0.00% | −47−23.5% | ReducedConverted for a 2-for-1 split |
| Harbor Capital Advisors, Inc. | 82 | $2.00K | 0.00% | +32+64.0% | AddedConverted for a 2-for-1 split |
| GAMMA Investing LLC | 42 | $982 | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| SRS Capital Advisors, Inc. | 28 | $655 | 0.00% | +28 | New |
| Russell Investments Group, Ltd. | 18 | $421 | 0.00% | −84−82.4% | ReducedConverted for a 2-for-1 split |
| Nisa Investment Advisors, LLC | 16 | $374 | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| True Wealth Design, LLC | 2 | $47 | 0.00% | +2 | New |
| Covestor Ltd | 3 | $0 | 0.00% | −7−70.0% | ReducedConverted for a 2-for-1 split |
| Kahn Brothers Group Inc | 0 | $0 | 0.00% | −8,000−100.0% | Sold outConverted for a 2-for-1 split |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,388−100.0% | Sold outConverted for a 2-for-1 split |
| US Bancorp | 0 | $0 | 0.00% | −70−100.0% | Sold outConverted for a 2-for-1 split |
| Creative Planning | 0 | $0 | 0.00% | −50−100.0% | Sold outConverted for a 2-for-1 split |
| Eagle Ridge Investment Management | – | – | – | – | Not filed |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |