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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.

Q1 2025 vs. Q4 2024

How the institutions holding Orange County Bancorp, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of OBT: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders65272+9
SharesConverted for a 2-for-1 split5.12M48.3K5.19M+111.3K (+2.2%)
Value$142.3M$1.34M$121.3M−$19.7M (−14.0%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (13)

Institutions that held Orange County Bancorp, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to OBT in Q1 2025
InstitutionSharesValue% of portfolio
Meeder Advisory Services, Inc.113,749$2.66M0.16%
Carnegie Capital Asset Management, LLC28,400$664.3K0.02%
U.S. Capital Wealth Advisors, LLC26,998$631.5K0.02%
Martingale Asset Management L P21,461$502.0K0.01%
Nuveen, LLC19,930$466.2K0.00%
HSBC Holdings PLC14,757$345.3K0.00%
Susquehanna International Group, LLP13,066$305.6K0.00%
Millennium Management LLC11,660$272.7K0.00%
Jane Street Group, LLC8,727$204.1K0.00%
Globeflex Capital L P4,714$110.3K0.01%
Acadian Asset Management LLC1,052$24.0K0.00%
SRS Capital Advisors, Inc.28$6550.00%
True Wealth Design, LLC2$470.00%

Sold out (4)

Institutions that held Orange County Bancorp, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of OBT in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Kahn Brothers Group Inc4,000$222.0K
SG Americas Securities, LLC2,194$122.0K
US Bancorp35$1.95K
Creative Planning25$1.39K

Not filed for Q1 2025 yet (2)

Institutions that held Orange County Bancorp, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OBT in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Eagle Ridge Investment Management14,200$789.1K
Nuveen Asset Management, LLC9,965$553.8K