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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −7−70.0% | ReducedConverted for a 2-for-1 split |
| True Wealth Design, LLC | 2 | $47 | 0.00% | +2 | New |
| Nisa Investment Advisors, LLC | 16 | $374 | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Russell Investments Group, Ltd. | 18 | $421 | 0.00% | −84−82.4% | ReducedConverted for a 2-for-1 split |
| SRS Capital Advisors, Inc. | 28 | $655 | 0.00% | +28 | New |
| GAMMA Investing LLC | 42 | $982 | 0.00% | 00.0% | UnchangedConverted 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 |
| CWM, LLC | 153 | $4.00K | 0.00% | −47−23.5% | 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 |
| FMR LLC | 184 | $4.30K | 0.00% | −38−17.1% | ReducedConverted for a 2-for-1 split |
| Amalgamated Bank | 344 | $8.00K | 0.00% | 00.0% | UnchangedConverted 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 |
| Versant Capital Management, Inc | 488 | $11.4K | 0.00% | +296+154.2% | AddedConverted 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 |
| Ameritas Investment Partners, Inc. | 844 | $19.7K | 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 |
| Legal & General Group Plc | 960 | $22.5K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Acadian Asset Management LLC | 1,052 | $24.0K | 0.00% | +1,052 | New |
| Public Employees Retirement System of Ohio | 1,870 | $43.7K | 0.00% | −282−13.1% | ReducedConverted 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 |
| BNP Paribas Arbitrage, SA | 4,473 | $104.6K | 0.00% | +2,807+168.5% | AddedConverted for a 2-for-1 split |
| Globeflex Capital L P | 4,714 | $110.3K | 0.01% | +4,714 | New |
| Corebridge Financial, Inc. | 5,007 | $117.1K | 0.00% | −75−1.5% | ReducedConverted 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 |
| Mirae Asset Global ETFs Holdings Ltd. | 6,036 | $141.2K | 0.00% | +228+3.9% | AddedConverted 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 |
| MetLife Investment Management | 6,229 | $145.7K | 0.00% | −137−2.2% | 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 |
| Royal Bank of Canada | 6,711 | $156.0K | 0.00% | −2,271−25.3% | ReducedConverted for a 2-for-1 split |
| Citigroup Inc | 7,615 | $178.1K | 0.00% | −749−9.0% | ReducedConverted for a 2-for-1 split |
| Jane Street Group, LLC | 8,727 | $204.1K | 0.00% | +8,727 | New |
| Renaissance Technologies LLC | 9,500 | $222.2K | 0.00% | −2,700−22.1% | 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 |
| Rhumbline Advisers | 10,501 | $245.6K | 0.00% | −869−7.6% | ReducedConverted for a 2-for-1 split |
| Deutsche Bank AG | 10,749 | $251.4K | 0.00% | −1,585−12.9% | ReducedConverted for a 2-for-1 split |
| Millennium Management LLC | 11,660 | $272.7K | 0.00% | +11,660 | New |
| Jacobs Levy Equity Management, Inc | 12,283 | $287.3K | 0.00% | +4,855+65.4% | AddedConverted for a 2-for-1 split |
| Susquehanna International Group, LLP | 13,066 | $305.6K | 0.00% | +13,066 | New |
| Two Sigma Investments, LP | 13,134 | $307.2K | 0.00% | +2,546+24.0% | AddedConverted for a 2-for-1 split |
| Invesco Ltd. | 14,230 | $332.8K | 0.00% | −2,862−16.7% | ReducedConverted for a 2-for-1 split |
| HSBC Holdings PLC | 14,757 | $345.3K | 0.00% | +14,757 | New |
| Commonwealth Equity Services, LLC | 16,871 | $395.0K | 0.00% | 00.0% | UnchangedConverted 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 |
| Ameriprise Financial Inc | 19,406 | $453.9K | 0.00% | −26,426−57.7% | ReducedConverted for a 2-for-1 split |
| JPMorgan Chase & Co | 19,586 | $458.1K | 0.00% | −18,614−48.7% | ReducedConverted for a 2-for-1 split |
| Nuveen, LLC | 19,930 | $466.2K | 0.00% | +19,930 | New |
| Martingale Asset Management L P | 21,461 | $502.0K | 0.01% | +21,461 | New |
| LPL Financial LLC | 21,560 | $504.3K | 0.00% | −1,650−7.1% | ReducedConverted 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 |
| NorthCrest Asset Manangement, LLC | 25,985 | $607.8K | 0.02% | 00.0% | UnchangedConverted for a 2-for-1 split |
| U.S. Capital Wealth Advisors, LLC | 26,998 | $631.5K | 0.02% | +26,998 | New |
| Charles Schwab Investment Management Inc | 27,844 | $651.3K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Carnegie Capital Asset Management, LLC | 28,400 | $664.3K | 0.02% | +28,400 | New |
| Morgan Stanley | 30,313 | $709.0K | 0.00% | −8,553−22.0% | ReducedConverted for a 2-for-1 split |
| Citadel Advisors LLC | 31,458 | $735.8K | 0.00% | 00.0% | UnchangedConverted 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 |
| Goldman Sachs Group Inc | 36,838 | $861.6K | 0.00% | −2,980−7.5% | 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 |
| Bank of New York Mellon Corp | 53,772 | $1.26M | 0.00% | −2,304−4.1% | ReducedConverted for a 2-for-1 split |
| Northern Trust Corp | 82,703 | $1.93M | 0.00% | −3,163−3.7% | ReducedConverted for a 2-for-1 split |
| Meeder Advisory Services, Inc. | 113,749 | $2.66M | 0.16% | +113,749 | New |
| American Century Companies Inc | 123,996 | $2.90M | 0.00% | +16,490+15.3% | AddedConverted 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 |
| Alliancebernstein L.P. | 194,662 | $4.55M | 0.00% | −6,840−3.4% | ReducedConverted 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 |
| Manufacturers Life Insurance Company, The | 246,240 | $5.76M | 0.01% | 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 |
| Vanguard Group Inc | 451,212 | $10.6M | 0.00% | 00.0% | UnchangedConverted 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 |
| BlackRock, Inc. | 735,827 | $17.2M | 0.00% | +9,779+1.3% | AddedConverted for a 2-for-1 split |
| Hudson Valley Investment Advisors Inc | 1,178,905 | $27.6M | 3.29% | −25,463−2.1% | 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 |