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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | +1+16.7% | Added |
| JPL Wealth Management, LLC | 1 | $32 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $32 | 0.00% | +1 | New |
| Wealth Preservation Advisors, LLC | 2 | $64 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 3 | $96 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $128 | 0.00% | +4 | New |
| IFP Advisors, Inc | 8 | $256 | 0.00% | −18−69.2% | Reduced |
| True Wealth Design, LLC | 11 | $352 | 0.00% | −1−8.3% | Reduced |
| Farther Finance Advisors, LLC | 11 | $356 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 12 | $384 | 0.00% | +12 | New |
| Rothschild Investment LLC | 29 | $927 | 0.00% | +24+480.0% | Added |
| GAMMA Investing LLC | 42 | $1.34K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 43 | $1.38K | 0.00% | +39+975.0% | Added |
| Allworth Financial LP | 53 | $1.70K | 0.00% | +21+65.6% | Added |
| SRS Capital Advisors, Inc. | 91 | $2.91K | 0.00% | +9+11.0% | Added |
| Optiver Holding B.V. | 122 | $3.90K | 0.00% | −48−28.2% | Reduced |
| Essential Partners LLC | 129 | $4.13K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 154 | $4.92K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 210 | $7.00K | 0.00% | +129+159.3% | Added |
| Sterling Capital Management LLC | 297 | $9.50K | 0.00% | −203−40.6% | Reduced |
| Accent Capital Management, LLC | 363 | $11.6K | 0.01% | +363 | New |
| EverSource Wealth Advisors, LLC | 382 | $12.2K | 0.00% | +8+2.1% | Added |
| State of Alaska, Department of Revenue | 476 | $15.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 609 | $19.5K | 0.00% | −2,156−78.0% | Reduced |
| California State Teachers Retirement System | 632 | $20.2K | 0.00% | −87−12.1% | Reduced |
| Ameritas Investment Partners, Inc. | 844 | $27.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 858 | $27.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 892 | $28.5K | 0.00% | −101−10.2% | Reduced |
| Royal Bank of Canada | 1,029 | $33.0K | 0.00% | +535+108.3% | Added |
| Legal & General Group Plc | 1,032 | $33.0K | 0.00% | −57−5.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,086 | $34.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,395 | $44.6K | 0.00% | +407+41.2% | Added |
| Tower Research Capital LLC (TRC) | 1,558 | $49.8K | 0.00% | +1,053+208.5% | Added |
| CWM, LLC | 1,883 | $60.2K | 0.00% | +384+25.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,838 | $90.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,086 | $98.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 3,762 | $120.3K | 0.00% | +3,762 | New |
| UBS Group AG | 4,005 | $128.1K | 0.00% | −669−14.3% | Reduced |
| Deutsche Bank AG | 4,293 | $137.3K | 0.00% | −5,451−55.9% | Reduced |
| Wells Fargo & Company | 4,364 | $139.6K | 0.00% | −8,637−66.4% | Reduced |
| Globeflex Capital L P | 4,714 | $150.8K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,767 | $153.9K | 0.00% | −5,368−53.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,552 | $177.6K | 0.00% | +136+2.5% | Added |
| Invesco Ltd. | 6,317 | $202.0K | 0.00% | +6,317 | New |
| Ieq Capital, LLC | 6,411 | $205.0K | 0.00% | +6,411 | New |
| MetLife Investment Management | 7,112 | $227.4K | 0.00% | +883+14.2% | Added |
| HighTower Advisors, LLC | 7,556 | $241.7K | 0.00% | +78+1.0% | Added |
| Kahn Brothers Group Inc | 8,000 | $255.8K | 0.05% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 8,000 | $261.3K | 0.21% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 9,409 | $301.0K | 0.00% | +9,409 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 9,559 | $305.7K | 0.00% | +1,207+14.5% | Added |
| Thrivent Financial for Lutherans | 9,761 | $312.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 10,553 | $337.5K | 0.00% | +357+3.5% | Added |
| BNP Paribas Arbitrage, SA | 10,879 | $347.9K | 0.00% | +2,706+33.1% | Added |
| Qube Research & Technologies Ltd | 11,130 | $355.9K | 0.00% | +11,130 | New |
| Hillsdale Investment Management Inc. | 12,200 | $390.2K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 12,455 | $398.3K | 0.00% | −14,431−53.7% | Reduced |
| XTX Topco Ltd | 12,589 | $402.6K | 0.01% | +12,589 | New |
| Numerai GP LLC | 15,341 | $490.6K | 0.05% | +15,341 | New |
| Commonwealth Equity Services, LLC | 16,828 | $538.2K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 17,876 | $571.7K | 0.00% | +17,876 | New |
| Citadel Advisors LLC | 21,050 | $673.2K | 0.00% | +21,050 | New |
| LPL Financial LLC | 21,219 | $678.6K | 0.00% | −1,066−4.8% | Reduced |
| Gator Capital Management, LLC | 21,570 | $689.8K | 0.15% | +1,145+5.6% | Added |
| Renaissance Technologies LLC | 22,900 | $732.3K | 0.00% | +14,400+169.4% | Added |
| Martingale Asset Management L P | 24,780 | $792.5K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 26,998 | $863.4K | 0.02% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 27,187 | $869.4K | 0.53% | −3,355−11.0% | Reduced |
| Fourthstone LLC | 27,384 | $875.7K | 0.15% | −165,462−85.8% | Reduced |
| Quantinno Capital Management LP | 28,841 | $922.3K | 0.00% | +5,937+25.9% | Added |
| AQR Capital Management LLC | 29,194 | $933.6K | 0.00% | +7,174+32.6% | Added |
| Carnegie Capital Asset Management, LLC | 31,428 | $1.01M | 0.02% | +3,028+10.7% | Added |
| Charles Schwab Investment Management Inc | 32,789 | $1.05M | 0.00% | +369+1.1% | Added |
| Barclays PLC | 33,498 | $1.07M | 0.00% | −19,053−36.3% | Reduced |
| Victory Capital Management Inc | 34,000 | $1.09M | 0.00% | −4,000−10.5% | Reduced |
| Keybank National Association | 35,000 | $1.12M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 37,878 | $1.21M | 0.00% | −356−0.9% | Reduced |
| Nuveen, LLC | 42,354 | $1.35M | 0.00% | +11,500+37.3% | Added |
| Ameriprise Financial Inc | 43,097 | $1.38M | 0.00% | +21,678+101.2% | Added |
| HSBC Holdings PLC | 46,800 | $1.51M | 0.00% | −6,461−12.1% | Reduced |
| Millennium Management LLC | 47,538 | $1.52M | 0.00% | +3,541+8.0% | Added |
| Bank of America Corp | 47,658 | $1.52M | 0.00% | +11,105+30.4% | Added |
| Bank of New York Mellon Corp | 50,444 | $1.61M | 0.00% | −1,456−2.8% | Reduced |
| Maltese Capital Management LLC | 52,573 | $1.68M | 0.33% | +52,573 | New |
| Vanguard Portfolio Management LLC | 67,800 | $2.17M | 0.00% | +67,800 | New |
| Goldman Sachs Group Inc | 72,028 | $2.30M | 0.00% | +1,259+1.8% | Added |
| Vanguard Fiduciary Trust Co | 72,075 | $2.30M | 0.00% | +72,075 | New |
| Two Sigma Investments, LP | 78,305 | $2.50M | 0.00% | +38,537+96.9% | Added |
| EJF Capital LLC | 80,842 | $2.59M | 1.82% | −10,322−11.3% | Reduced |
| Brown Brothers Harriman & Co | 84,374 | $2.70M | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 87,866 | $2.81M | 0.00% | +33,630+62.0% | Added |
| Northern Trust Corp | 88,710 | $2.84M | 0.00% | +2,913+3.4% | Added |
| Morgan Stanley | 101,188 | $3.24M | 0.00% | +45,669+82.3% | Added |
| Dimensional Fund Advisors LP | 126,936 | $4.06M | 0.00% | +29,205+29.9% | Added |
| State Street Corp | 187,148 | $5.98M | 0.00% | +20,914+12.6% | Added |
| Alliancebernstein L.P. | 219,199 | $6.26M | 0.00% | −25,469−10.4% | Reduced |
| Banc Funds Co LLC | 197,536 | $6.32M | 1.18% | 00.0% | Unchanged |
| American Century Companies Inc | 235,280 | $7.52M | 0.00% | +68,875+41.4% | Added |
| Geode Capital Management, LLC | 260,473 | $8.33M | 0.00% | +1,850+0.7% | Added |
| Manufacturers Life Insurance Company, The | 309,310 | $9.89M | 0.01% | −4,157−1.3% | Reduced |