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, Q2 2025
Institutional positions in Orange County Bancorp, Inc. as of Jun 30, 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
- 95
- +23 vs. Q1 2025
- Shares held
- 7.30M
- +2.11M (+40.8%) vs. Q1 2025
- Total value
- $188.7M
- +$67.4M (+55.6%) vs. Q1 2025
- New holders
- 28
- 33 more added
- Sold out
- 5
- 19 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 1,161,617 | $30.0M | 3.29% | −17,288−1.5% | Reduced |
| BlackRock, Inc. | 1,141,045 | $29.5M | 0.00% | +405,218+55.1% | Added |
| Wellington Management Group LLP | 966,410 | $25.0M | 0.00% | +457,152+89.8% | Added |
| Vanguard Group Inc | 542,127 | $14.0M | 0.00% | +90,915+20.1% | Added |
| Banc Funds Co LLC | 329,956 | $8.53M | 1.29% | −103,676−23.9% | Reduced |
| Manufacturers Life Insurance Company, The | 319,723 | $8.26M | 0.01% | +73,483+29.8% | Added |
| Alliancebernstein L.P. | 285,968 | $7.39M | 0.00% | +91,306+46.9% | Added |
| Fourthstone LLC | 240,308 | $6.21M | 1.22% | +240,308 | New |
| Geode Capital Management, LLC | 219,526 | $5.67M | 0.00% | −5,956−2.6% | Reduced |
| Endeavour Capital Advisors Inc | 198,200 | $5.12M | 1.76% | +198,200 | New |
| State Street Corp | 158,315 | $4.09M | 0.00% | +4,823+3.1% | Added |
| American Century Companies Inc | 124,512 | $3.22M | 0.00% | +516+0.4% | Added |
| Maltese Capital Management LLC | 120,000 | $3.10M | 0.44% | +120,000 | New |
| EJF Capital LLC | 113,938 | $2.94M | 2.34% | +113,938 | New |
| Brown Brothers Harriman & Co | 84,374 | $2.18M | 0.01% | +84,374 | New |
| Northern Trust Corp | 76,911 | $1.99M | 0.00% | −5,792−7.0% | Reduced |
| Dimensional Fund Advisors LP | 67,464 | $1.74M | 0.00% | +22,050+48.6% | Added |
| Boothbay Fund Management, LLC | 63,380 | $1.64M | 0.05% | +63,380 | New |
| Goldman Sachs Group Inc | 55,181 | $1.43M | 0.00% | +18,343+49.8% | Added |
| Bank of America Corp | 52,872 | $1.37M | 0.00% | +34,059+181.0% | Added |
| Bank of New York Mellon Corp | 52,520 | $1.36M | 0.00% | −1,252−2.3% | Reduced |
| Azora Capital LP | 50,000 | $1.29M | 0.06% | +50,000 | New |
| Morgan Stanley | 48,704 | $1.26M | 0.00% | +18,391+60.7% | Added |
| HSBC Holdings PLC | 44,478 | $1.14M | 0.00% | +29,721+201.4% | Added |
| Barclays PLC | 43,845 | $1.13M | 0.00% | +21,196+93.6% | Added |
| Marshall Wace, LLP | 38,165 | $986.2K | 0.00% | +38,165 | New |
| Millennium Management LLC | 37,573 | $970.9K | 0.00% | +25,913+222.2% | Added |
| Keybank National Association | 35,000 | $904.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 32,867 | $849.3K | 0.00% | +19,733+150.2% | Added |
| Citadel Advisors LLC | 31,577 | $816.0K | 0.00% | +119+0.4% | Added |
| Carnegie Capital Asset Management, LLC | 28,400 | $733.9K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 25,996 | $712.8K | 0.02% | +110.0% | Added |
| Charles Schwab Investment Management Inc | 27,269 | $704.6K | 0.00% | −575−2.1% | Reduced |
| PMC FIG Opportunities LLC | 27,230 | $703.6K | 1.05% | +27,230 | New |
| U.S. Capital Wealth Advisors, LLC | 26,998 | $697.6K | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 25,250 | $652.5K | 0.00% | +25,250 | New |
| Hennessy Advisors Inc | 25,000 | $646.0K | 0.02% | −10,000−28.6% | Reduced |
| Kennedy Capital Management, Inc. | 23,025 | $595.0K | 0.01% | +23,025 | New |
| Martingale Asset Management L P | 22,761 | $588.1K | 0.01% | +1,300+6.1% | Added |
| LPL Financial LLC | 21,560 | $557.1K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 20,900 | $540.1K | 0.00% | +11,400+120.0% | Added |
| Ameriprise Financial Inc | 20,268 | $523.7K | 0.00% | +862+4.4% | Added |
| Gator Capital Management, LLC | 20,000 | $516.8K | 0.16% | +20,000 | New |
| Squarepoint Ops LLC | 18,840 | $486.8K | 0.00% | +18,840 | New |
| HighTower Advisors, LLC | 16,993 | $439.1K | 0.00% | +6,617+63.8% | Added |
| Commonwealth Equity Services, LLC | 16,896 | $437.0K | 0.00% | +25+0.1% | Added |
| Nuveen, LLC | 15,094 | $390.0K | 0.00% | −4,836−24.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 11,880 | $307.0K | 0.00% | −403−3.3% | Reduced |
| Invesco Ltd. | 11,829 | $305.7K | 0.00% | −2,401−16.9% | Reduced |
| Susquehanna International Group, LLP | 11,582 | $299.3K | 0.00% | −1,484−11.4% | Reduced |
| JPMorgan Chase & Co | 10,190 | $263.3K | 0.00% | −9,396−48.0% | Reduced |
| Rhumbline Advisers | 9,807 | $253.4K | 0.00% | −694−6.6% | Reduced |
| Persistent Asset Partners Ltd | 9,390 | $242.6K | 0.21% | +9,390 | New |
| Jane Street Group, LLC | 8,824 | $228.0K | 0.00% | +97+1.1% | Added |
| Quantinno Capital Management LP | 8,344 | $215.6K | 0.00% | +8,344 | New |
| Two Sigma Advisers, LP | 8,200 | $211.9K | 0.00% | +8,200 | New |
| Kahn Brothers Group Inc | 8,000 | $206.7K | 0.04% | +8,000 | New |
| Culbertson A N & Co Inc | 7,800 | $201.6K | 0.03% | +7,800 | New |
| Cubist Systematic Strategies, LLC | 7,634 | $197.3K | 0.00% | +7,634 | New |
| Royal Bank of Canada | 7,241 | $187.0K | 0.00% | +530+7.9% | Added |
| BNP Paribas Arbitrage, SA | 7,074 | $182.8K | 0.00% | +2,601+58.1% | Added |
| MetLife Investment Management | 6,229 | $161.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,777 | $149.3K | 0.00% | −356−5.8% | Reduced |
| UBS Group AG | 5,524 | $142.7K | 0.00% | −1,090−16.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,223 | $135.0K | 0.00% | −813−13.5% | Reduced |
| Globeflex Capital L P | 4,714 | $121.8K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 4,040 | $104.4K | 0.00% | +4,040 | New |
| Citigroup Inc | 3,842 | $99.3K | 0.00% | −3,773−49.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,453 | $89.2K | 0.00% | +3,025+706.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,838 | $73.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,870 | $48.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,326 | $34.3K | 0.00% | +1,142+620.7% | Added |
| New York State Common Retirement Fund | 1,286 | $33.2K | 0.00% | −4,000−75.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,086 | $28.1K | 0.00% | +1,086 | New |
| Legal & General Group Plc | 935 | $24.2K | 0.00% | −25−2.6% | Reduced |
| Ameritas Investment Partners, Inc. | 844 | $21.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 765 | $19.8K | 0.00% | +277+56.8% | Added |
| California State Teachers Retirement System | 740 | $19.1K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 684 | $17.7K | 0.00% | +684 | New |
| Nisa Investment Advisors, LLC | 521 | $13.5K | 0.00% | +505+3,156.3% | Added |
| CWM, LLC | 494 | $13.0K | 0.00% | +341+222.9% | Added |
| EverSource Wealth Advisors, LLC | 363 | $9.38K | 0.00% | +363 | New |
| Amalgamated Bank | 344 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 190 | $4.91K | 0.00% | +14+8.0% | Added |
| Harbor Capital Advisors, Inc. | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 62 | $1.60K | 0.00% | +34+121.4% | Added |
| GAMMA Investing LLC | 42 | $1.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 24 | $621 | 0.00% | +24 | New |
| Point72 (DIFC) Ltd | 22 | $568 | 0.00% | +22 | New |
| Essential Partners LLC | 21 | $543 | 0.00% | +21 | New |
| Russell Investments Group, Ltd. | 18 | $465 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 18 | $465 | 0.00% | +18 | New |
| True Wealth Design, LLC | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1 | $26 | 0.00% | +1 | New |
| Covestor Ltd | 5 | $0 | 0.00% | +2+66.7% | Added |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −113,749−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −10,749−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −5,007−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −970−100.0% | Sold out |