Orange County Bancorp (OBT) Institutional Ownership $24.53 -0.12 (-0.49%) Closing price 06/10/2025 04:00 PM EasternExtended Trading$24.45 -0.08 (-0.31%) As of 04:05 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. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Orange County Bancorp (NASDAQ:OBT)CurrentInstitutional OwnershipPercentage42.55%Number ofInstitutional Buyers(last 12 months)42TotalInstitutional Inflows(last 12 months)$33.18MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$3.03M Get OBT Insider Trade Alerts Want to know when executives and insiders are buying or selling Orange County Bancorp stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data OBT Institutional Buying and Selling by Quarter Orange County Bancorp Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/29/2025 Rhumbline Advisers10,501$246K0.0%+84.7%0.092% 5/19/2025 Jane Street Group LLC8,727$204K0.0%N/A0.077% 5/16/2025 Goldman Sachs Group Inc.36,838$862K0.0%+85.0%0.324% 5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,036$141K0.0%+107.9%0.053% 5/16/2025 Jacobs Levy Equity Management Inc.12,283$287K0.0%+230.7%0.108% 5/14/2025 Corebridge Financial Inc.5,007$117K0.0%+97.0%0.044% 5/14/2025 MetLife Investment Management LLC6,229$146K0.0%+95.7%0.055% 5/14/2025 Martingale Asset Management L P21,461$502K0.0%N/A0.189% 5/14/2025 Hsbc Holdings PLC14,757$345K0.0%N/A0.130% 5/14/2025 Wellington Management Group LLP509,258$11.91M0.0%+92.4%4.473% Get the Latest News and Ratings for OBT and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Orange County Bancorp and its competitors with MarketBeat's FREE daily newsletter. 5/13/2025 American Century Companies Inc.123,996$2.90M0.0%+130.7%1.089% 5/13/2025 HighTower Advisors LLC10,376$243K0.0%+92.4%0.091% 5/12/2025 Nuveen LLC19,930$466K0.0%N/A0.175% 5/12/2025 Invesco Ltd.14,230$333K0.0%+66.5%0.125% 5/9/2025 Deutsche Bank AG10,749$251K0.0%+74.3%0.094% 5/9/2025 Charles Schwab Investment Management Inc.27,844$651K0.0%+100.0%0.245% 5/7/2025 Meeder Advisory Services Inc.113,749$2.66M0.2%N/A0.999% 5/6/2025 Carnegie Investment Counsel28,400$664K0.0%N/A0.249% 5/1/2025 New York State Common Retirement Fund5,286$124K0.0%+100.0%0.046% 4/29/2025 U.S. Capital Wealth Advisors LLC26,998$631K0.0%N/A0.237% 4/29/2025 Bank of New York Mellon Corp53,772$1.26M0.0%+91.8%0.472% 4/28/2025 Keybank National Association OH35,000$819K0.0%+100.0%0.307% 4/16/2025 Hennessy Advisors Inc.35,000$819K0.0%+25.0%0.308% 4/16/2025 NorthCrest Asset Manangement LLC25,985$608K0.0%+100.1%0.229% 4/11/2025 Hudson Valley Investment Advisors Inc. ADV1,178,905$27.58M3.3%+95.8%10.379% 4/8/2025 Rhumbline Advisers10,501$246K0.0%+84.7%0.092% 2/19/2025 Public Employees Retirement System of Ohio1,076$60K0.0%N/A0.009% 2/17/2025 Two Sigma Investments LP5,294$294K0.0%+25.7%0.047% 2/17/2025 Jacobs Levy Equity Management Inc.3,714$206K0.0%N/A0.033% 2/17/2025 Deutsche Bank AG6,167$343K0.0%+77.2%0.054% 2/17/2025 Citadel Advisors LLC15,693$872K0.0%+17.0%0.138% 2/17/2025 Bank of America Corp DE8,682$482K0.0%+102.9%0.076% 2/17/2025 BNP Paribas Financial Markets833$46K0.0%N/A0.007% 2/17/2025 Ameriprise Financial Inc.22,916$1.27M0.0%+19.6%0.202% 2/14/2025 Northern Trust Corp42,933$2.39M0.0%+6.6%0.378% 2/14/2025 Dimensional Fund Advisors LP17,211$956K0.0%+40.6%0.152% 2/14/2025 Banc Funds Co. LLC238,025$13.23M1.5%-17.3%2.097% 2/13/2025 Barclays PLC10,292$572K0.0%+29.7%0.091% 2/13/2025 Renaissance Technologies LLC6,100$339K0.0%+52.5%0.054% 2/13/2025 Invesco Ltd.8,546$475K0.0%-16.3%0.075% Trump wipes out trillions overnight… (Ad)Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.Whether you take some of that wealth for yourself depends on if you watch this controversial exposé 2/13/2025 Wells Fargo & Company MN2,999$167K0.0%+27.8%0.026% 2/12/2025 Alliancebernstein L.P.100,751$5.60M0.0%-13.2%0.888% 2/12/2025 JPMorgan Chase & Co.19,100$1.06M0.0%+129.0%0.168% 2/11/2025 LPL Financial LLC11,605$645K0.0%N/A0.102% 2/11/2025 American Century Companies Inc.53,753$2.99M0.0%+59.8%0.474% 2/7/2025 HighTower Advisors LLC5,394$300K0.0%-6.9%0.048% 2/4/2025 Bank of New York Mellon Corp28,038$1.56M0.0%+50.5%0.247% 1/31/2025 New York State Common Retirement Fund2,643$147K0.0%-13.1%0.023% 1/15/2025 Hennessy Advisors Inc.28,000$1.56M0.0%-20.0%0.247% 1/10/2025 Hudson Valley Investment Advisors Inc. ADV602,184$33.46M3.8%-0.1%10.613% 12/26/2024 JPMorgan Chase & Co.8,339$503K0.0%+132.3%0.147% 11/19/2024 Barclays PLC7,934$478K0.0%+183.2%0.140% 11/16/2024 Geode Capital Management LLC111,414$6.72M0.0%+1.5%1.967% 11/15/2024 Barclays PLC7,934$478K0.0%+183.2%0.140% 11/15/2024 State Street Corp74,966$4.52M0.0%+5.7%1.324% 11/15/2024 Quadrature Capital Ltd6,353$379K0.0%N/A0.112% 11/15/2024 Banc Funds Co. LLC287,872$17.36M1.9%-7.6%5.086% 11/13/2024 The Manufacturers Life Insurance Company123,199$7.43M0.0%-2.6%2.177% 10/25/2024 Hudson Valley Investment Advisors Inc. ADV602,918$36.37M4.0%+0.7%10.652% 10/3/2024 SG Americas Securities LLC1,827$110K0.0%N/A0.032% 8/15/2024 The Manufacturers Life Insurance Company126,469$6.69M0.0%-0.6%2.236% 8/9/2024 Dimensional Fund Advisors LP7,564$399K0.0%+9.8%0.134% 7/26/2024 Bank of New York Mellon Corp22,730$1.20M0.0%+6.4%0.402% 7/23/2024 Hennessy Advisors Inc.34,809$1.84M0.1%+28.9%0.615% 7/2/2024 Hudson Valley Investment Advisors Inc. ADV598,510$31.24M3.9%-0.6%10.574% 5/10/2024 Vanguard Group Inc.201,453$9.27M0.0%+1.3%3.559% 4/16/2024 Hennessy Advisors Inc.27,000$1.24M0.1%+92.9%0.477% 3/14/2024 Hennessy Advisors Inc.14,000$843K0.0%N/A0.248% 2/13/2024 Banc Funds Co. LLC341,064$20.55M2.0%-8.3%6.037% 2/13/2024 Tower Research Capital LLC TRC 543$33K0.0%+76.9%0.010% 2/6/2024Coombe Bender & Co LLC13,118$790K0.5%+12.8%0.232% 1/12/2024 SG Americas Securities LLC2,786$168K0.0%+19.8%0.049% 1/12/2024 Hudson Valley Investment Advisors Inc. ADV598,510$36.05M4.9%-1.3%10.593% 11/8/2023 HighTower Advisors LLC6,396$276K0.0%-16.9%0.113% 10/27/2023 Allspring Global Investments Holdings LLC1,396$60K0.0%N/A0.025% 10/27/2023 Hudson Valley Investment Advisors Inc. ADV606,637$26.19M3.7%-0.9%10.737% 10/27/2023 First Horizon Advisors Inc.2,500$108K0.0%N/A0.044% 10/24/2023 Bank of New York Mellon Corp23,208$1.00M0.0%+2.8%0.411% 10/13/2023 SG Americas Securities LLC2,325$100K0.0%N/A0.041% 9/21/2023 Barclays PLC1,870$68K0.0%N/A0.033% 8/18/2023Coombe Bender & Co LLC11,630$430K0.3%-10.1%0.206% 8/11/2023 Banc Funds Co. LLC425,380$15.74M1.9%-11.3%7.542% 8/11/2023 The Manufacturers Life Insurance Company126,752$4.69M0.0%+3.3%2.247% 8/4/2023 American International Group Inc.2,459$91K0.0%N/A0.044% 7/31/2023 Strs Ohio1,100$40K0.0%N/A0.020% 7/17/2023 Hudson 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% 4/25/2023 NorthCrest Asset Manangement LLC12,029$529K0.0%N/A0.213% 4/6/2023 Hudson Valley Investment Advisors Inc. ADV614,762$27.05M3.8%+0.6%10.900% Trump wipes out trillions overnight… (Ad)Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.Whether you take some of that wealth for yourself depends on if you watch this controversial exposé 2/10/2023 M3F Inc.80,866$3.77M1.2%-26.7%1.434% 2/8/2023Coombe Bender & Co LLC11,730$546K0.5%-11.3%0.208% 2/7/2023 Bleakley Financial Group LLC5,000$233K0.0%N/A0.089% 2/1/2023 Hudson Valley Investment Advisors Inc. ADV610,983$28.46M4.3%+0.2%10.833% 11/15/2022 M3F Inc.110,388$4.25M1.5%-29.1%1.957% 10/11/2022 Hudson Valley Investment Advisors Inc. ADV609,476$23.47M3.8%-2.3%10.806% 8/15/2022 M3F Inc.155,656$5.91M1.9%-12.8%2.763% 8/12/2022 Banc Funds Co. LLC488,069$18.53M1.7%+2.1%8.669% 8/8/2022Coombe Bender & Co LLC13,230$502K0.4%N/A0.235% 7/18/2022 Hudson Valley Investment Advisors Inc. ADV624,054$23.70M3.7%-1.2%11.077% (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 OBT's institutional investors. What percentage of Orange County Bancorp stock is owned by institutional investors? 42.55% of Orange County Bancorp stock is owned by institutional investors. Learn more on OBT's institutional investor holdings. Which institutional investors have been buying Orange County Bancorp stock? Of the 50 institutional investors that purchased Orange County Bancorp 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 Carnegie Investment Counsel ($28.40K). How much institutional buying is happening at Orange County Bancorp? Institutional investors have bought a total of 1,439,958 shares in the last 24 months. This purchase volume represents approximately $34.35M in transactions. Which Orange County Bancorp major shareholders have been selling company stock? Of the 9 institutional investors that sold Orange County Bancorp stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Banc Funds Co. LLC ($158.22K), Hudson Valley Investment Advisors Inc. ADV ($20.76K), Alliancebernstein L.P. ($15.31K), Hennessy Advisors Inc. ($7K), The Manufacturers Life Insurance Company ($3.99K), HighTower Advisors LLC ($1.70K), and Invesco Ltd. ($1.66K). How much institutional selling is happening at Orange County Bancorp? Institutional investors have sold a total of 210,328 shares in the last 24 months. This volume of shares sold represents approximately $5.41M in transactions. 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