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