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