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, Q2 2026
Institutional positions in Orange County Bancorp, Inc. as of Jun 30, 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
- 111
- +10 vs. Q1 2026
- Shares held
- 7.24M
- +52.6K (+0.7%) vs. Q1 2026
- Total value
- $265.4M
- +$36.4M (+15.9%) vs. Q1 2026
- New holders
- 14
- 58 more added
- Sold out
- 4
- 23 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPL Wealth Management, LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $110 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 7 | $258 | 0.00% | +3+75.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 8 | $294 | 0.00% | +8 | New |
| True Wealth Design, LLC | 13 | $479 | 0.00% | +2+18.2% | Added |
| Basecamp Wealth Advisors LLC | 17 | $625 | 0.00% | +5+41.7% | Added |
| Clearstead Advisors, LLC | 17 | $626 | 0.00% | +17 | New |
| Larson Financial Group LLC | 19 | $699 | 0.00% | +19 | New |
| Farther Finance Advisors, LLC | 21 | $777 | 0.00% | +10+90.9% | Added |
| Covestor Ltd | 17 | $1.00K | 0.00% | +10+142.9% | Added |
| Optiver Holding B.V. | 34 | $1.25K | 0.00% | −88−72.1% | Reduced |
| GAMMA Investing LLC | 42 | $1.54K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 49 | $1.80K | 0.00% | +49 | New |
| Rothschild Investment LLC | 51 | $1.88K | 0.00% | +22+75.9% | Added |
| Essential Partners LLC | 66 | $2.43K | 0.00% | −63−48.8% | Reduced |
| IFP Advisors, Inc | 95 | $3.49K | 0.00% | +87+1,087.5% | Added |
| EverSource Wealth Advisors, LLC | 102 | $3.75K | 0.00% | −280−73.3% | Reduced |
| Nisa Investment Advisors, LLC | 154 | $5.66K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 164 | $6.03K | 0.00% | −468−74.1% | Reduced |
| Sterling Capital Management LLC | 188 | $6.92K | 0.00% | −109−36.7% | Reduced |
| Accent Capital Management, LLC | 204 | $7.50K | 0.00% | −159−43.8% | Reduced |
| Harbor Capital Advisors, Inc. | 210 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 232 | $8.53K | 0.00% | +179+337.7% | Added |
| State of Alaska, Department of Revenue | 476 | $17.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 776 | $28.5K | 0.00% | +685+752.7% | Added |
| Versant Capital Management, Inc | 842 | $31.0K | 0.00% | −16−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,030 | $37.9K | 0.00% | −528−33.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,086 | $39.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,148 | $42.2K | 0.00% | +304+36.0% | Added |
| Legal & General Group Plc | 1,236 | $45.5K | 0.00% | +204+19.8% | Added |
| FMR LLC | 1,455 | $53.5K | 0.00% | +60+4.3% | Added |
| Royal Bank of Canada | 2,212 | $81.0K | 0.00% | +1,183+115.0% | Added |
| State of Tennessee, Treasury Department | 3,227 | $118.7K | 0.00% | +3,227 | New |
| Vanguard Global Advisers, LLC | 3,762 | $138.4K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 4,058 | $149.3K | 0.00% | +1,220+43.0% | Added |
| GoalVest Advisory LLC | 4,100 | $150.8K | 0.03% | +4,100 | New |
| Globeflex Capital L P | 4,714 | $173.4K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,106 | $187.8K | 0.00% | +4,214+472.4% | Added |
| Biondo Investment Advisors, LLC | 5,700 | $209.6K | 0.03% | +5,700 | New |
| Culbertson A N & Co Inc | 5,800 | $213.3K | 0.02% | +5,800 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,824 | $214.2K | 0.00% | +272+4.9% | Added |
| New York State Common Retirement Fund | 5,886 | $216.5K | 0.00% | +2,800+90.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,323 | $232.6K | 0.00% | +6,323 | New |
| Citigroup Inc | 6,425 | $236.3K | 0.00% | +5,816+955.0% | Added |
| Thrivent Financial for Lutherans | 6,611 | $243.0K | 0.00% | −3,150−32.3% | Reduced |
| Quadrature Capital Ltd | 6,654 | $244.7K | 0.00% | +6,654 | New |
| Mercer Global Advisors Inc | 6,881 | $253.1K | 0.00% | +6,881 | New |
| Ieq Capital, LLC | 7,062 | $259.7K | 0.00% | +651+10.2% | Added |
| Hillsdale Investment Management Inc. | 8,000 | $294.2K | 0.01% | −4,200−34.4% | Reduced |
| Kahn Brothers Group Inc | 8,000 | $294.2K | 0.05% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 8,000 | $295.0K | 0.22% | 00.0% | Unchanged |
| Invesco Ltd. | 8,171 | $300.5K | 0.00% | +1,854+29.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,278 | $304.5K | 0.00% | −1,281−13.4% | Reduced |
| MetLife Investment Management | 8,694 | $319.8K | 0.00% | +1,582+22.2% | Added |
| HighTower Advisors, LLC | 9,516 | $350.0K | 0.00% | +1,960+25.9% | Added |
| Price T Rowe Associates Inc | 9,858 | $363.0K | 0.00% | +449+4.8% | Added |
| Voleon Capital Management LP | 9,964 | $366.5K | 0.01% | +9,964 | New |
| UBS Group AG | 10,352 | $380.7K | 0.00% | +6,347+158.5% | Added |
| Wells Fargo & Company | 10,890 | $400.5K | 0.00% | +6,526+149.5% | Added |
| Deutsche Bank AG | 12,435 | $457.4K | 0.00% | +8,142+189.7% | Added |
| Rhumbline Advisers | 12,635 | $464.7K | 0.00% | +2,082+19.7% | Added |
| Squarepoint Ops LLC | 15,756 | $579.5K | 0.00% | +3,301+26.5% | Added |
| Commonwealth Equity Services, LLC | 17,328 | $637.3K | 0.00% | +500+3.0% | Added |
| Nuveen, LLC | 21,075 | $775.1K | 0.00% | −21,279−50.2% | Reduced |
| LPL Financial LLC | 21,260 | $781.9K | 0.00% | +41+0.2% | Added |
| Gator Capital Management, LLC | 22,020 | $809.9K | 0.17% | +450+2.1% | Added |
| JPMorgan Chase & Co | 22,336 | $831.8K | 0.00% | +17,569+368.6% | Added |
| BNP Paribas Arbitrage, SA | 22,959 | $844.4K | 0.00% | +12,080+111.0% | Added |
| Martingale Asset Management L P | 24,780 | $911.4K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 25,917 | $953.2K | 0.00% | −7,581−22.6% | Reduced |
| Citadel Advisors LLC | 26,156 | $962.0K | 0.00% | +5,106+24.3% | Added |
| Millennium Management LLC | 26,580 | $977.6K | 0.00% | −20,958−44.1% | Reduced |
| XTX Topco Ltd | 26,655 | $980.4K | 0.01% | +14,066+111.7% | Added |
| Maltese Capital Management LLC | 27,000 | $993.1K | 0.18% | −25,573−48.6% | Reduced |
| SummerHaven Investment Management, LLC | 27,187 | $999.9K | 0.54% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 31,428 | $1.16M | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 34,950 | $1.29M | 0.00% | +950+2.8% | Added |
| Keybank National Association | 35,000 | $1.29M | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 35,205 | $1.29M | 0.00% | +6,364+22.1% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 37,050 | $1.36M | 0.94% | +37,050 | New |
| Arrowstreet Capital, Limited Partnership | 37,278 | $1.37M | 0.00% | +19,402+108.5% | Added |
| Charles Schwab Investment Management Inc | 37,711 | $1.39M | 0.00% | +4,922+15.0% | Added |
| First Trust Advisors LP | 39,446 | $1.45M | 0.00% | +1,568+4.1% | Added |
| Qube Research & Technologies Ltd | 40,764 | $1.50M | 0.00% | +29,634+266.3% | Added |
| HSBC Holdings PLC | 43,429 | $1.60M | 0.00% | −3,371−7.2% | Reduced |
| Ameriprise Financial Inc | 44,789 | $1.65M | 0.00% | +1,692+3.9% | Added |
| Renaissance Technologies LLC | 49,100 | $1.81M | 0.00% | +26,200+114.4% | Added |
| Bank of New York Mellon Corp | 55,095 | $2.03M | 0.00% | +4,651+9.2% | Added |
| Bank of America Corp | 57,789 | $2.13M | 0.00% | +10,131+21.3% | Added |
| EJF Capital LLC | 70,543 | $2.59M | 1.74% | −10,299−12.7% | Reduced |
| Vanguard Fiduciary Trust Co | 72,328 | $2.66M | 0.00% | +253+0.4% | Added |
| Goldman Sachs Group Inc | 75,601 | $2.78M | 0.00% | +3,573+5.0% | Added |
| Marshall Wace, LLP | 76,592 | $2.82M | 0.00% | −11,274−12.8% | Reduced |
| Brown Brothers Harriman & Co | 84,374 | $3.10M | 0.01% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 85,765 | $3.15M | 0.00% | +17,965+26.5% | Added |
| Wellington Management Group LLP | 98,314 | $3.62M | 0.00% | −399,108−80.2% | Reduced |
| Northern Trust Corp | 98,930 | $3.64M | 0.00% | +10,220+11.5% | Added |
| Two Sigma Investments, LP | 101,648 | $3.74M | 0.00% | +23,343+29.8% | Added |
| AQR Capital Management LLC | 108,045 | $3.97M | 0.00% | +78,851+270.1% | Added |