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Orange County Bancorp (OBT) Institutional Ownership

Orange County Bancorp logo
$26.49 +0.65 (+2.52%)
Closing price 07/1/2025 04:00 PM Eastern
Extended Trading
$26.49 +0.00 (+0.00%)
As of 04:03 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Orange County Bancorp (NASDAQ:OBT)

Current
Institutional Ownership
Percentage
42.55%
Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$33.58M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.03M
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OBT Institutional Buying and Selling by Quarter

Orange County Bancorp Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.36,838$862K0.0%+85.0%0.281%
5/29/2025Rhumbline Advisers10,501$246K0.0%+84.7%0.092%
5/19/2025Jane Street Group LLC8,727$204K0.0%N/A0.077%
5/16/2025Goldman Sachs Group Inc.36,838$862K0.0%+85.0%0.324%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,036$141K0.0%+107.9%0.053%
5/16/2025Jacobs Levy Equity Management Inc.12,283$287K0.0%+230.7%0.108%
5/14/2025Corebridge Financial Inc.5,007$117K0.0%+97.0%0.044%
5/14/2025MetLife Investment Management LLC6,229$146K0.0%+95.7%0.055%
5/14/2025Martingale Asset Management L P21,461$502K0.0%N/A0.189%
5/14/2025Hsbc Holdings PLC14,757$345K0.0%N/A0.130%
5/14/2025Wellington Management Group LLP509,258$11.91M0.0%+92.4%4.473%
5/13/2025American Century Companies Inc.123,996$2.90M0.0%+130.7%1.089%
5/13/2025HighTower Advisors LLC10,376$243K0.0%+92.4%0.091%
5/12/2025Nuveen LLC19,930$466K0.0%N/A0.175%
5/12/2025Invesco Ltd.14,230$333K0.0%+66.5%0.125%
5/9/2025Deutsche Bank AG10,749$251K0.0%+74.3%0.094%
5/9/2025Charles Schwab Investment Management Inc.27,844$651K0.0%+100.0%0.245%
5/7/2025Meeder Advisory Services Inc.113,749$2.66M0.2%N/A0.999%
5/6/2025Carnegie Investment Counsel28,400$664K0.0%N/A0.249%
5/1/2025New York State Common Retirement Fund5,286$124K0.0%+100.0%0.046%
4/29/2025U.S. Capital Wealth Advisors LLC26,998$631K0.0%N/A0.237%
4/29/2025Bank of New York Mellon Corp53,772$1.26M0.0%+91.8%0.472%
4/28/2025Keybank National Association OH35,000$819K0.0%+100.0%0.307%
4/16/2025Hennessy Advisors Inc.35,000$819K0.0%+25.0%0.308%
4/16/2025NorthCrest Asset Manangement LLC25,985$608K0.0%+100.1%0.229%
4/11/2025Hudson Valley Investment Advisors Inc. ADV1,178,905$27.58M3.3%+95.8%10.379%
4/8/2025Rhumbline Advisers10,501$246K0.0%+84.7%0.092%
2/19/2025Public Employees Retirement System of Ohio1,076$60K0.0%N/A0.009%
2/17/2025Two Sigma Investments LP5,294$294K0.0%+25.7%0.047%
2/17/2025Jacobs Levy Equity Management Inc.3,714$206K0.0%N/A0.033%
2/17/2025Deutsche Bank AG6,167$343K0.0%+77.2%0.054%
2/17/2025Citadel Advisors LLC15,693$872K0.0%+17.0%0.138%
2/17/2025Bank of America Corp DE8,682$482K0.0%+102.9%0.076%
2/17/2025BNP Paribas Financial Markets833$46K0.0%N/A0.007%
2/17/2025Ameriprise Financial Inc.22,916$1.27M0.0%+19.6%0.202%
2/14/2025Northern Trust Corp42,933$2.39M0.0%+6.6%0.378%
2/14/2025Dimensional Fund Advisors LP17,211$956K0.0%+40.6%0.152%
2/14/2025Banc Funds Co. LLC238,025$13.23M1.5%-17.3%2.097%
2/13/2025Barclays PLC10,292$572K0.0%+29.7%0.091%
2/13/2025Renaissance Technologies LLC6,100$339K0.0%+52.5%0.054%
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2/13/2025Invesco Ltd.8,546$475K0.0%-16.3%0.075%
2/13/2025Wells Fargo & Company MN2,999$167K0.0%+27.8%0.026%
2/12/2025Alliancebernstein L.P.100,751$5.60M0.0%-13.2%0.888%
2/12/2025JPMorgan Chase & Co.19,100$1.06M0.0%+129.0%0.168%
2/11/2025LPL Financial LLC11,605$645K0.0%N/A0.102%
2/11/2025American Century Companies Inc.53,753$2.99M0.0%+59.8%0.474%
2/7/2025HighTower Advisors LLC5,394$300K0.0%-6.9%0.048%
2/4/2025Bank of New York Mellon Corp28,038$1.56M0.0%+50.5%0.247%
1/31/2025New York State Common Retirement Fund2,643$147K0.0%-13.1%0.023%
1/15/2025Hennessy Advisors Inc.28,000$1.56M0.0%-20.0%0.247%
1/10/2025Hudson Valley Investment Advisors Inc. ADV602,184$33.46M3.8%-0.1%10.613%
12/26/2024JPMorgan Chase & Co.8,339$503K0.0%+132.3%0.147%
11/19/2024Barclays PLC7,934$478K0.0%+183.2%0.140%
11/16/2024Geode Capital Management LLC111,414$6.72M0.0%+1.5%1.967%
11/15/2024Barclays PLC7,934$478K0.0%+183.2%0.140%
11/15/2024State Street Corp74,966$4.52M0.0%+5.7%1.324%
11/15/2024Quadrature Capital Ltd6,353$379K0.0%N/A0.112%
11/15/2024Banc Funds Co. LLC287,872$17.36M1.9%-7.6%5.086%
11/13/2024The Manufacturers Life Insurance Company123,199$7.43M0.0%-2.6%2.177%
10/25/2024Hudson Valley Investment Advisors Inc. ADV602,918$36.37M4.0%+0.7%10.652%
10/3/2024SG Americas Securities LLC1,827$110K0.0%N/A0.032%
8/15/2024The Manufacturers Life Insurance Company126,469$6.69M0.0%-0.6%2.236%
8/9/2024Dimensional Fund Advisors LP7,564$399K0.0%+9.8%0.134%
7/26/2024Bank of New York Mellon Corp22,730$1.20M0.0%+6.4%0.402%
7/23/2024Hennessy Advisors Inc.34,809$1.84M0.1%+28.9%0.615%
7/2/2024Hudson Valley Investment Advisors Inc. ADV598,510$31.24M3.9%-0.6%10.574%
5/10/2024Vanguard Group Inc.201,453$9.27M0.0%+1.3%3.559%
4/16/2024Hennessy Advisors Inc.27,000$1.24M0.1%+92.9%0.477%
3/14/2024Hennessy Advisors Inc.14,000$843K0.0%N/A0.248%
2/13/2024Banc Funds Co. LLC341,064$20.55M2.0%-8.3%6.037%
2/13/2024Tower Research Capital LLC TRC 543$33K0.0%+76.9%0.010%
2/6/2024Coombe Bender & Co LLC13,118$790K0.5%+12.8%0.232%
1/12/2024SG Americas Securities LLC2,786$168K0.0%+19.8%0.049%
1/12/2024Hudson Valley Investment Advisors Inc. ADV598,510$36.05M4.9%-1.3%10.593%
11/8/2023HighTower Advisors LLC6,396$276K0.0%-16.9%0.113%
10/27/2023Allspring Global Investments Holdings LLC1,396$60K0.0%N/A0.025%
10/27/2023Hudson Valley Investment Advisors Inc. ADV606,637$26.19M3.7%-0.9%10.737%
10/27/2023First Horizon Advisors Inc.2,500$108K0.0%N/A0.044%
10/24/2023Bank of New York Mellon Corp23,208$1.00M0.0%+2.8%0.411%
10/13/2023SG Americas Securities LLC2,325$100K0.0%N/A0.041%
9/21/2023Barclays PLC1,870$68K0.0%N/A0.033%
8/18/2023Coombe Bender & Co LLC11,630$430K0.3%-10.1%0.206%
8/11/2023Banc Funds Co. LLC425,380$15.74M1.9%-11.3%7.542%
8/11/2023The Manufacturers Life Insurance Company126,752$4.69M0.0%+3.3%2.247%
8/4/2023American International Group Inc.2,459$91K0.0%N/A0.044%
7/31/2023Strs Ohio1,100$40K0.0%N/A0.020%
7/17/2023Hudson Valley Investment Advisors Inc. ADV612,340$18.41M2.5%-0.4%10.857%
5/5/2023Coombe Bender & Co LLC12,930$569K0.4%+10.2%0.229%
4/27/2023Simplicity Solutions LLC5,000$220K0.0%N/A0.089%
4/25/2023NorthCrest Asset Manangement LLC12,029$529K0.0%N/A0.213%
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4/6/2023Hudson Valley Investment Advisors Inc. ADV614,762$27.05M3.8%+0.6%10.900%
2/10/2023M3F Inc.80,866$3.77M1.2%-26.7%1.434%
2/8/2023Coombe Bender & Co LLC11,730$546K0.5%-11.3%0.208%
2/7/2023Bleakley Financial Group LLC5,000$233K0.0%N/A0.089%
2/1/2023Hudson Valley Investment Advisors Inc. ADV610,983$28.46M4.3%+0.2%10.833%
11/15/2022M3F Inc.110,388$4.25M1.5%-29.1%1.957%
10/11/2022Hudson Valley Investment Advisors Inc. ADV609,476$23.47M3.8%-2.3%10.806%
8/15/2022M3F Inc.155,656$5.91M1.9%-12.8%2.763%
8/12/2022Banc Funds Co. LLC488,069$18.53M1.7%+2.1%8.669%
8/8/2022Coombe Bender & Co LLC13,230$502K0.4%N/A0.235%
(Data available from 1/1/2016 forward)

OBT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OBT shares?

During the previous two years, 52 institutional investors and hedge funds held shares of Orange County Bancorp. The most heavily invested institutionals were Hudson Valley Investment Advisors Inc. ADV ($27.58M), Banc Funds Co. LLC ($13.23M), Wellington Management Group LLP ($11.91M), Vanguard Group Inc. ($9.27M), The Manufacturers Life Insurance Company ($7.43M), Geode Capital Management LLC ($6.72M), and Alliancebernstein L.P. ($5.60M).Learn more on Orange County Bancorp's institutional investors.

What percentage of Orange County Bancorp's stock is owned by institutional investors?

42.55% of Orange County Bancorp's stock is owned by institutional investors. Learn more on OBT's institutional investor holdings.

Which institutional investors have been buying Orange County Bancorp's stock?

Of the 50 institutional investors that purchased Orange County Bancorp's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hudson Valley Investment Advisors Inc. ADV ($581.13K), Wellington Management Group LLP ($244.50K), Meeder Advisory Services Inc. ($113.75K), American Century Companies Inc. ($90.36K), Hennessy Advisors Inc. ($41.81K), Bank of New York Mellon Corp ($37.16K), and Goldman Sachs Group Inc. ($33.86K).

How much institutional buying is happening at Orange County Bancorp?

Institutional investors have bought a total of 1,408,865 shares in the last 24 months. This purchase volume represents approximately $33.58M in transactions.

Which of Orange County Bancorp's major shareholders have been selling company stock?

The following institutional investors have sold Orange County Bancorp stock in the last 24 months: Banc Funds Co. LLC ($73.57K), Alliancebernstein L.P. ($15.31K), Hennessy Advisors Inc. ($7K), The Manufacturers Life Insurance Company ($3.99K), Invesco Ltd. ($1.66K), Hudson Valley Investment Advisors Inc. ADV ($734.00), and HighTower Advisors LLC ($400.00).

How much institutional selling is happening at Orange County Bancorp?

Institutional investors have sold a total of 103,055 shares in the last 24 months. This volume of shares sold represents approximately $2.93M in transactions.


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This page (NASDAQ:OBT) was last updated on 7/2/2025 by MarketBeat.com Staff
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