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, Q1 2026
Institutional positions in Orange County Bancorp, Inc. as of Mar 31, 2026. 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
- 104
- +10 vs. Q4 2025
- Shares held
- 7.21M
- +500.1K (+7.5%) vs. Q4 2025
- Total value
- $229.9M
- +$38.3M (+20.0%) vs. Q4 2025
- New holders
- 19
- 36 more added
- Sold out
- 9
- 27 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,892,320 | $60.5M | 0.00% | −50,029−2.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,061,490 | $33.9M | 4.40% | −40,127−3.6% | Reduced |
| Wellington Management Group LLP | 497,422 | $15.9M | 0.00% | −76,848−13.4% | Reduced |
| Vanguard Capital Management LLC | 461,702 | $14.8M | 0.00% | +461,702 | New |
| Manufacturers Life Insurance Company, The | 309,310 | $9.89M | 0.01% | −4,157−1.3% | Reduced |
| Geode Capital Management, LLC | 260,473 | $8.33M | 0.00% | +1,850+0.7% | Added |
| American Century Companies Inc | 235,280 | $7.52M | 0.00% | +68,875+41.4% | Added |
| Banc Funds Co LLC | 197,536 | $6.32M | 1.18% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 219,199 | $6.26M | 0.00% | −25,469−10.4% | Reduced |
| State Street Corp | 187,148 | $5.98M | 0.00% | +20,914+12.6% | Added |
| Dimensional Fund Advisors LP | 126,936 | $4.06M | 0.00% | +29,205+29.9% | Added |
| Morgan Stanley | 101,188 | $3.24M | 0.00% | +45,669+82.3% | Added |
| Northern Trust Corp | 88,710 | $2.84M | 0.00% | +2,913+3.4% | Added |
| Marshall Wace, LLP | 87,866 | $2.81M | 0.00% | +33,630+62.0% | Added |
| Brown Brothers Harriman & Co | 84,374 | $2.70M | 0.01% | 00.0% | Unchanged |
| EJF Capital LLC | 80,842 | $2.59M | 1.82% | −10,322−11.3% | Reduced |
| Two Sigma Investments, LP | 78,305 | $2.50M | 0.00% | +38,537+96.9% | Added |
| Vanguard Fiduciary Trust Co | 72,075 | $2.30M | 0.00% | +72,075 | New |
| Goldman Sachs Group Inc | 72,028 | $2.30M | 0.00% | +1,259+1.8% | Added |
| Vanguard Portfolio Management LLC | 67,800 | $2.17M | 0.00% | +67,800 | New |
| Maltese Capital Management LLC | 52,573 | $1.68M | 0.33% | +52,573 | New |
| Bank of New York Mellon Corp | 50,444 | $1.61M | 0.00% | −1,456−2.8% | Reduced |
| Bank of America Corp | 47,658 | $1.52M | 0.00% | +11,105+30.4% | Added |
| Millennium Management LLC | 47,538 | $1.52M | 0.00% | +3,541+8.0% | Added |
| HSBC Holdings PLC | 46,800 | $1.51M | 0.00% | −6,461−12.1% | Reduced |
| Ameriprise Financial Inc | 43,097 | $1.38M | 0.00% | +21,678+101.2% | Added |
| Nuveen, LLC | 42,354 | $1.35M | 0.00% | +11,500+37.3% | Added |
| First Trust Advisors LP | 37,878 | $1.21M | 0.00% | −356−0.9% | Reduced |
| Keybank National Association | 35,000 | $1.12M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 34,000 | $1.09M | 0.00% | −4,000−10.5% | Reduced |
| Barclays PLC | 33,498 | $1.07M | 0.00% | −19,053−36.3% | Reduced |
| Charles Schwab Investment Management Inc | 32,789 | $1.05M | 0.00% | +369+1.1% | Added |
| Carnegie Capital Asset Management, LLC | 31,428 | $1.01M | 0.02% | +3,028+10.7% | Added |
| AQR Capital Management LLC | 29,194 | $933.6K | 0.00% | +7,174+32.6% | Added |
| Quantinno Capital Management LP | 28,841 | $922.3K | 0.00% | +5,937+25.9% | Added |
| Fourthstone LLC | 27,384 | $875.7K | 0.15% | −165,462−85.8% | Reduced |
| SummerHaven Investment Management, LLC | 27,187 | $869.4K | 0.53% | −3,355−11.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 26,998 | $863.4K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 24,780 | $792.5K | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 22,900 | $732.3K | 0.00% | +14,400+169.4% | Added |
| Gator Capital Management, LLC | 21,570 | $689.8K | 0.15% | +1,145+5.6% | Added |
| LPL Financial LLC | 21,219 | $678.6K | 0.00% | −1,066−4.8% | Reduced |
| Citadel Advisors LLC | 21,050 | $673.2K | 0.00% | +21,050 | New |
| Arrowstreet Capital, Limited Partnership | 17,876 | $571.7K | 0.00% | +17,876 | New |
| Commonwealth Equity Services, LLC | 16,828 | $538.2K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 15,341 | $490.6K | 0.05% | +15,341 | New |
| XTX Topco Ltd | 12,589 | $402.6K | 0.01% | +12,589 | New |
| Squarepoint Ops LLC | 12,455 | $398.3K | 0.00% | −14,431−53.7% | Reduced |
| Hillsdale Investment Management Inc. | 12,200 | $390.2K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 11,130 | $355.9K | 0.00% | +11,130 | New |
| BNP Paribas Arbitrage, SA | 10,879 | $347.9K | 0.00% | +2,706+33.1% | Added |
| Rhumbline Advisers | 10,553 | $337.5K | 0.00% | +357+3.5% | Added |
| Thrivent Financial for Lutherans | 9,761 | $312.0K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 9,559 | $305.7K | 0.00% | +1,207+14.5% | Added |
| Price T Rowe Associates Inc | 9,409 | $301.0K | 0.00% | +9,409 | New |
| Daytona Street Capital LLC | 8,000 | $261.3K | 0.21% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 8,000 | $255.8K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 7,556 | $241.7K | 0.00% | +78+1.0% | Added |
| MetLife Investment Management | 7,112 | $227.4K | 0.00% | +883+14.2% | Added |
| Ieq Capital, LLC | 6,411 | $205.0K | 0.00% | +6,411 | New |
| Invesco Ltd. | 6,317 | $202.0K | 0.00% | +6,317 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,552 | $177.6K | 0.00% | +136+2.5% | Added |
| JPMorgan Chase & Co | 4,767 | $153.9K | 0.00% | −5,368−53.0% | Reduced |
| Globeflex Capital L P | 4,714 | $150.8K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,364 | $139.6K | 0.00% | −8,637−66.4% | Reduced |
| Deutsche Bank AG | 4,293 | $137.3K | 0.00% | −5,451−55.9% | Reduced |
| UBS Group AG | 4,005 | $128.1K | 0.00% | −669−14.3% | Reduced |
| Vanguard Global Advisers, LLC | 3,762 | $120.3K | 0.00% | +3,762 | New |
| New York State Common Retirement Fund | 3,086 | $98.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,838 | $90.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,883 | $60.2K | 0.00% | +384+25.6% | Added |
| Tower Research Capital LLC (TRC) | 1,558 | $49.8K | 0.00% | +1,053+208.5% | Added |
| FMR LLC | 1,395 | $44.6K | 0.00% | +407+41.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,086 | $34.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,032 | $33.0K | 0.00% | −57−5.2% | Reduced |
| Royal Bank of Canada | 1,029 | $33.0K | 0.00% | +535+108.3% | Added |
| Russell Investments Group, Ltd. | 892 | $28.5K | 0.00% | −101−10.2% | Reduced |
| Versant Capital Management, Inc | 858 | $27.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 844 | $27.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 632 | $20.2K | 0.00% | −87−12.1% | Reduced |
| Citigroup Inc | 609 | $19.5K | 0.00% | −2,156−78.0% | Reduced |
| State of Alaska, Department of Revenue | 476 | $15.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 382 | $12.2K | 0.00% | +8+2.1% | Added |
| Accent Capital Management, LLC | 363 | $11.6K | 0.01% | +363 | New |
| Sterling Capital Management LLC | 297 | $9.50K | 0.00% | −203−40.6% | Reduced |
| Harbor Capital Advisors, Inc. | 210 | $7.00K | 0.00% | +129+159.3% | Added |
| Nisa Investment Advisors, LLC | 154 | $4.92K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 129 | $4.13K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 122 | $3.90K | 0.00% | −48−28.2% | Reduced |
| SRS Capital Advisors, Inc. | 91 | $2.91K | 0.00% | +9+11.0% | Added |
| Allworth Financial LP | 53 | $1.70K | 0.00% | +21+65.6% | Added |
| MAI Capital Management | 43 | $1.38K | 0.00% | +39+975.0% | Added |
| GAMMA Investing LLC | 42 | $1.34K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 29 | $927 | 0.00% | +24+480.0% | Added |
| Basecamp Wealth Advisors LLC | 12 | $384 | 0.00% | +12 | New |
| Farther Finance Advisors, LLC | 11 | $356 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $352 | 0.00% | −1−8.3% | Reduced |
| IFP Advisors, Inc | 8 | $256 | 0.00% | −18−69.2% | Reduced |
| SJS Investment Consulting Inc. | 4 | $128 | 0.00% | +4 | New |
| Sunbelt Securities, Inc. | 3 | $96 | 0.00% | 00.0% | Unchanged |