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, Q3 2025
Institutional positions in Orange County Bancorp, Inc. as of Sep 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
- 94
- −1 vs. Q2 2025
- Shares held
- 7.32M
- +18.4K (+0.3%) vs. Q2 2025
- Total value
- $184.5M
- −$4.20M (−2.2%) vs. Q2 2025
- New holders
- 12
- 43 more added
- Sold out
- 13
- 19 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,971,236 | $49.7M | 0.00% | +830,191+72.8% | Added |
| Hudson Valley Investment Advisors Inc | 1,161,617 | $29.3M | 3.05% | 00.0% | Unchanged |
| Wellington Management Group LLP | 591,549 | $14.9M | 0.00% | −374,861−38.8% | Reduced |
| Vanguard Group Inc | 550,920 | $13.9M | 0.00% | +8,793+1.6% | Added |
| Manufacturers Life Insurance Company, The | 316,012 | $7.97M | 0.01% | −3,711−1.2% | Reduced |
| Geode Capital Management, LLC | 249,668 | $6.30M | 0.00% | +30,142+13.7% | Added |
| Banc Funds Co LLC | 247,853 | $6.25M | 1.09% | −82,103−24.9% | Reduced |
| Alliancebernstein L.P. | 243,468 | $6.14M | 0.00% | −42,500−14.9% | Reduced |
| State Street Corp | 163,788 | $4.13M | 0.00% | +5,473+3.5% | Added |
| American Century Companies Inc | 163,658 | $4.13M | 0.00% | +39,146+31.4% | Added |
| EJF Capital LLC | 116,824 | $2.95M | 1.71% | +2,886+2.5% | Added |
| Northern Trust Corp | 89,371 | $2.25M | 0.00% | +12,460+16.2% | Added |
| Brown Brothers Harriman & Co | 84,374 | $2.13M | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 83,886 | $2.11M | 0.00% | +16,422+24.3% | Added |
| Fourthstone LLC | 71,444 | $1.80M | 0.32% | −168,864−70.3% | Reduced |
| Bank of New York Mellon Corp | 57,458 | $1.45M | 0.00% | +4,938+9.4% | Added |
| Goldman Sachs Group Inc | 55,277 | $1.39M | 0.00% | +96+0.2% | Added |
| Two Sigma Investments, LP | 52,862 | $1.33M | 0.00% | +19,995+60.8% | Added |
| HSBC Holdings PLC | 53,265 | $1.33M | 0.00% | +8,787+19.8% | Added |
| Millennium Management LLC | 52,556 | $1.32M | 0.00% | +14,983+39.9% | Added |
| Marshall Wace, LLP | 51,011 | $1.29M | 0.00% | +12,846+33.7% | Added |
| Azora Capital LP | 50,000 | $1.26M | 0.06% | 00.0% | Unchanged |
| Barclays PLC | 49,830 | $1.26M | 0.00% | +5,985+13.7% | Added |
| Morgan Stanley | 48,006 | $1.21M | 0.00% | −698−1.4% | Reduced |
| Squarepoint Ops LLC | 42,533 | $1.07M | 0.00% | +23,693+125.8% | Added |
| Keybank National Association | 35,000 | $882.4K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 34,396 | $867.1K | 0.00% | +9,146+36.2% | Added |
| Kennedy Capital Management, Inc. | 32,785 | $826.5K | 0.02% | +9,760+42.4% | Added |
| Charles Schwab Investment Management Inc | 32,415 | $817.2K | 0.00% | +5,146+18.9% | Added |
| First Trust Advisors LP | 32,153 | $810.6K | 0.00% | +32,153 | New |
| Bank of America Corp | 31,250 | $787.8K | 0.00% | −21,622−40.9% | Reduced |
| Nuveen, LLC | 30,854 | $777.8K | 0.00% | +15,760+104.4% | Added |
| SummerHaven Investment Management, LLC | 30,542 | $770.0K | 0.45% | +30,542 | New |
| Carnegie Capital Asset Management, LLC | 28,400 | $716.0K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 26,998 | $680.6K | 0.02% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 26,078 | $638.9K | 0.02% | +82+0.3% | Added |
| Martingale Asset Management L P | 22,761 | $573.8K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 21,410 | $539.7K | 0.00% | −150−0.7% | Reduced |
| UBS Group AG | 20,361 | $513.3K | 0.00% | +14,837+268.6% | Added |
| Gator Capital Management, LLC | 20,180 | $508.7K | 0.13% | +180+0.9% | Added |
| AQR Capital Management LLC | 19,824 | $499.8K | 0.00% | +19,824 | New |
| Ameriprise Financial Inc | 17,915 | $451.6K | 0.00% | −2,353−11.6% | Reduced |
| Commonwealth Equity Services, LLC | 16,874 | $425.0K | 0.00% | −22−0.1% | Reduced |
| Jane Street Group, LLC | 13,562 | $341.9K | 0.00% | +4,738+53.7% | Added |
| Two Sigma Advisers, LP | 12,600 | $317.6K | 0.00% | +4,400+53.7% | Added |
| Hillsdale Investment Management Inc. | 12,200 | $307.6K | 0.01% | +12,200 | New |
| Jacobs Levy Equity Management, Inc | 11,880 | $299.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,566 | $291.6K | 0.00% | +11,566 | New |
| Renaissance Technologies LLC | 10,900 | $274.8K | 0.00% | −10,000−47.8% | Reduced |
| JPMorgan Chase & Co | 10,666 | $268.9K | 0.00% | +476+4.7% | Added |
| Rhumbline Advisers | 10,600 | $267.2K | 0.00% | +793+8.1% | Added |
| BNP Paribas Arbitrage, SA | 10,379 | $261.7K | 0.00% | +3,305+46.7% | Added |
| Quantinno Capital Management LP | 10,238 | $258.1K | 0.00% | +1,894+22.7% | Added |
| Invesco Ltd. | 9,529 | $240.2K | 0.00% | −2,300−19.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,342 | $235.5K | 0.00% | +9,342 | New |
| Susquehanna Portfolio Strategies, LLC | 8,500 | $214.3K | 0.00% | +8,500 | New |
| Wells Fargo & Company | 8,438 | $212.7K | 0.00% | +2,661+46.1% | Added |
| Thrivent Financial for Lutherans | 8,162 | $206.0K | 0.00% | +8,162 | New |
| Kahn Brothers Group Inc | 8,000 | $201.7K | 0.04% | 00.0% | Unchanged |
| Algert Global LLC | 7,944 | $200.3K | 0.00% | +7,944 | New |
| Maltese Capital Management LLC | 7,921 | $199.7K | 0.03% | −112,079−93.4% | Reduced |
| MetLife Investment Management | 6,229 | $157.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,426 | $136.8K | 0.00% | +203+3.9% | Added |
| Globeflex Capital L P | 4,714 | $118.8K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,086 | $77.8K | 0.00% | +1,800+140.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,838 | $71.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,870 | $47.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,356 | $34.0K | 0.00% | +862+174.5% | Added |
| Legal & General Group Plc | 1,089 | $27.5K | 0.00% | +154+16.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,086 | $27.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,022 | $25.8K | 0.00% | −2,820−73.4% | Reduced |
| Versant Capital Management, Inc | 1,017 | $25.6K | 0.00% | +252+32.9% | Added |
| Russell Investments Group, Ltd. | 993 | $25.0K | 0.00% | +975+5,416.7% | Added |
| Ameritas Investment Partners, Inc. | 844 | $21.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 741 | $18.7K | 0.00% | +1+0.1% | Added |
| Royal Bank of Canada | 670 | $17.0K | 0.00% | −6,571−90.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 685 | $16.8K | 0.00% | +685 | New |
| Tower Research Capital LLC (TRC) | 648 | $16.3K | 0.00% | −2,805−81.2% | Reduced |
| FMR LLC | 614 | $15.5K | 0.00% | −712−53.7% | Reduced |
| SRS Capital Advisors, Inc. | 602 | $15.2K | 0.00% | +540+871.0% | Added |
| Sterling Capital Management LLC | 580 | $14.6K | 0.00% | +390+205.3% | Added |
| Nisa Investment Advisors, LLC | 521 | $13.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 344 | $9.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 170 | $4.29K | 0.00% | +170 | New |
| Essential Partners LLC | 140 | $3.53K | 0.00% | +119+566.7% | Added |
| EverSource Wealth Advisors, LLC | 82 | $2.07K | 0.00% | −281−77.4% | Reduced |
| Harbor Capital Advisors, Inc. | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 42 | $1.06K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 35 | $883 | 0.00% | +11+45.8% | Added |
| IFP Advisors, Inc | 26 | $655 | 0.00% | +8+44.4% | Added |
| True Wealth Design, LLC | 12 | $303 | 0.00% | +10+500.0% | Added |
| Advisor Group Holdings, Inc. | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $25 | 0.00% | +1 | New |
| Covestor Ltd | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Endeavour Capital Advisors Inc | 0 | $0 | 0.00% | −198,200−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −63,380−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −31,577−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −27,230−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −16,993−100.0% | Sold out |