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, Q4 2025
Institutional positions in Orange County Bancorp, Inc. as of Dec 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
- 95
- +1 vs. Q3 2025
- Shares held
- 7.29M
- −29.0K (−0.4%) vs. Q3 2025
- Total value
- $208.1M
- +$23.7M (+12.8%) vs. Q3 2025
- New holders
- 8
- 34 more added
- Sold out
- 7
- 31 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,942,349 | $55.5M | 0.00% | −28,887−1.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,101,617 | $31.5M | 3.48% | −60,000−5.2% | Reduced |
| Vanguard Group Inc | 577,955 | $16.5M | 0.00% | +27,035+4.9% | Added |
| Wellington Management Group LLP | 574,270 | $16.4M | 0.00% | −17,279−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 313,467 | $8.95M | 0.01% | −2,545−0.8% | Reduced |
| Geode Capital Management, LLC | 258,623 | $7.39M | 0.00% | +8,955+3.6% | Added |
| Alliancebernstein L.P. | 244,668 | $6.99M | 0.00% | +1,200+0.5% | Added |
| Banc Funds Co LLC | 197,536 | $5.64M | 1.12% | −50,317−20.3% | Reduced |
| Fourthstone LLC | 192,846 | $5.51M | 1.03% | +121,402+169.9% | Added |
| American Century Companies Inc | 166,405 | $4.75M | 0.00% | +2,747+1.7% | Added |
| State Street Corp | 166,234 | $4.75M | 0.00% | +2,446+1.5% | Added |
| Dimensional Fund Advisors LP | 97,731 | $2.79M | 0.00% | +13,845+16.5% | Added |
| EJF Capital LLC | 91,164 | $2.60M | 1.48% | −25,660−22.0% | Reduced |
| Northern Trust Corp | 85,797 | $2.45M | 0.00% | −3,574−4.0% | Reduced |
| Brown Brothers Harriman & Co | 84,374 | $2.41M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 70,769 | $2.02M | 0.00% | +15,492+28.0% | Added |
| Morgan Stanley | 55,519 | $1.59M | 0.00% | +7,513+15.7% | Added |
| Marshall Wace, LLP | 54,236 | $1.55M | 0.00% | +3,225+6.3% | Added |
| Azora Capital LP | 53,679 | $1.53M | 0.10% | +3,679+7.4% | Added |
| HSBC Holdings PLC | 53,261 | $1.52M | 0.00% | −40.0% | Reduced |
| Barclays PLC | 52,551 | $1.50M | 0.00% | +2,721+5.5% | Added |
| Bank of New York Mellon Corp | 51,900 | $1.48M | 0.00% | −5,558−9.7% | Reduced |
| Millennium Management LLC | 43,997 | $1.26M | 0.00% | −8,559−16.3% | Reduced |
| Two Sigma Investments, LP | 39,768 | $1.14M | 0.00% | −13,094−24.8% | Reduced |
| First Trust Advisors LP | 38,234 | $1.09M | 0.00% | +6,081+18.9% | Added |
| Victory Capital Management Inc | 38,000 | $1.08M | 0.00% | +3,604+10.5% | Added |
| Bank of America Corp | 36,553 | $1.04M | 0.00% | +5,303+17.0% | Added |
| Keybank National Association | 35,000 | $999.3K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 32,785 | $936.0K | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 32,420 | $925.6K | 0.00% | +50.0% | Added |
| Nuveen, LLC | 30,854 | $880.9K | 0.00% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 30,542 | $872.0K | 0.49% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 28,400 | $810.8K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 26,998 | $770.8K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 26,886 | $767.6K | 0.00% | −15,647−36.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 26,116 | $757.6K | 0.02% | +38+0.1% | Added |
| Martingale Asset Management L P | 24,780 | $707.5K | 0.02% | +2,019+8.9% | Added |
| Quantinno Capital Management LP | 22,904 | $653.9K | 0.00% | +12,666+123.7% | Added |
| LPL Financial LLC | 22,285 | $636.2K | 0.00% | +875+4.1% | Added |
| AQR Capital Management LLC | 22,020 | $628.7K | 0.00% | +2,196+11.1% | Added |
| Ameriprise Financial Inc | 21,419 | $611.5K | 0.00% | +3,504+19.6% | Added |
| Gator Capital Management, LLC | 20,425 | $583.1K | 0.12% | +245+1.2% | Added |
| Commonwealth Equity Services, LLC | 16,828 | $480.4K | 0.00% | −46−0.3% | Reduced |
| Two Sigma Advisers, LP | 14,600 | $416.8K | 0.00% | +2,000+15.9% | Added |
| Wells Fargo & Company | 13,001 | $371.2K | 0.00% | +4,563+54.1% | Added |
| Hillsdale Investment Management Inc. | 12,200 | $348.3K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 10,196 | $291.1K | 0.00% | −404−3.8% | Reduced |
| JPMorgan Chase & Co | 10,135 | $289.4K | 0.00% | −531−5.0% | Reduced |
| Thrivent Financial for Lutherans | 9,761 | $279.0K | 0.00% | +1,599+19.6% | Added |
| Deutsche Bank AG | 9,744 | $278.2K | 0.00% | −1,822−15.8% | Reduced |
| Renaissance Technologies LLC | 8,500 | $242.7K | 0.00% | −2,400−22.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,352 | $238.4K | 0.00% | −990−10.6% | Reduced |
| Culbertson A N & Co Inc | 8,300 | $237.0K | 0.03% | +8,300 | New |
| BNP Paribas Arbitrage, SA | 8,173 | $233.3K | 0.00% | −2,206−21.3% | Reduced |
| Kahn Brothers Group Inc | 8,000 | $228.4K | 0.04% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 8,000 | $228.4K | 0.19% | +8,000 | New |
| HighTower Advisors, LLC | 7,478 | $213.5K | 0.00% | +7,478 | New |
| MetLife Investment Management | 6,229 | $177.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,416 | $154.6K | 0.00% | −10−0.2% | Reduced |
| SG Americas Securities, LLC | 5,098 | $146.0K | 0.00% | +5,098 | New |
| Globeflex Capital L P | 4,714 | $134.6K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 4,674 | $133.4K | 0.00% | −15,687−77.0% | Reduced |
| New York State Common Retirement Fund | 3,086 | $88.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,838 | $81.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,765 | $78.9K | 0.00% | +1,743+170.5% | Added |
| Public Employees Retirement System of Ohio | 1,870 | $53.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,499 | $43.0K | 0.00% | +143+10.5% | Added |
| Legal & General Group Plc | 1,089 | $31.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,086 | $31.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 993 | $28.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 988 | $28.2K | 0.00% | +374+60.9% | Added |
| Versant Capital Management, Inc | 858 | $24.5K | 0.00% | −159−15.6% | Reduced |
| Ameritas Investment Partners, Inc. | 844 | $24.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 814 | $22.3K | 0.00% | +129+18.8% | Added |
| California State Teachers Retirement System | 719 | $20.5K | 0.00% | −22−3.0% | Reduced |
| Tower Research Capital LLC (TRC) | 505 | $14.4K | 0.00% | −143−22.1% | Reduced |
| Sterling Capital Management LLC | 500 | $14.3K | 0.00% | −80−13.8% | Reduced |
| Royal Bank of Canada | 494 | $14.0K | 0.00% | −176−26.3% | Reduced |
| State of Alaska, Department of Revenue | 476 | $13.0K | 0.00% | +476 | New |
| EverSource Wealth Advisors, LLC | 374 | $10.7K | 0.00% | +292+356.1% | Added |
| Amalgamated Bank | 367 | $10.0K | 0.00% | +23+6.7% | Added |
| Optiver Holding B.V. | 170 | $4.85K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 154 | $4.40K | 0.00% | −367−70.4% | Reduced |
| Essential Partners LLC | 129 | $3.68K | 0.00% | −11−7.9% | Reduced |
| SRS Capital Advisors, Inc. | 82 | $2.34K | 0.00% | −520−86.4% | Reduced |
| Harbor Capital Advisors, Inc. | 81 | $2.00K | 0.00% | −1−1.2% | Reduced |
| GAMMA Investing LLC | 42 | $1.20K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 32 | $914 | 0.00% | −3−8.6% | Reduced |
| IFP Advisors, Inc | 26 | $742 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $343 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $314 | 0.00% | +11 | New |
| Rothschild Investment LLC | 5 | $143 | 0.00% | +5 | New |
| MAI Capital Management | 4 | $115 | 0.00% | +4 | New |
| Sunbelt Securities, Inc. | 3 | $86 | 0.00% | +2+200.0% | Added |
| Covestor Ltd | 6 | $0 | 0.00% | +3+100.0% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,562−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −11,880−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −9,529−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −7,944−100.0% | Sold out |