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