Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Orange County Bancorp (OBT) Institutional Ownership

Orange County Bancorp logo
$24.83 +1.17 (+4.95%)
Closing price 08/12/2025 04:00 PM Eastern
Extended Trading
$24.83 0.00 (0.00%)
As of 07:03 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.
Compare

Institutional Ownership Changes (13F Filings) for Orange County Bancorp (NASDAQ:OBT)

Current
Institutional Ownership
Percentage
42.55%
Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$33.78M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.05M
Get OBT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Orange County Bancorp stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

OBT Institutional Buying and Selling by Quarter

Orange County Bancorp Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025American Century Companies Inc.124,512$3.22M0.0%+0.4%0.950%
8/12/2025Rhumbline Advisers9,807$253K0.0%-6.6%0.075%
8/12/2025JPMorgan Chase & Co.10,190$263K0.0%-48.0%0.078%
8/11/2025 Culbertson A N & Co. Inc.7,800$202K0.0%N/A0.060%
8/11/2025 Persistent Asset Partners Ltd9,390$243K0.2%N/A0.072%
8/8/2025 Geode Capital Management LLC219,526$5.67M0.0%-2.6%1.675%
7/21/2025 Hudson Valley Investment Advisors Inc. ADV1,161,617$30.02M3.3%-1.5%8.867%
7/21/2025 Hennessy Advisors Inc.25,000$646K0.0%-28.6%0.191%
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%
5/14/2025 Martingale 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%
5/13/2025 HighTower 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%
5/7/2025 Meeder Advisory Services Inc.113,749$2.66M0.2%N/A0.999%
5/6/2025 Carnegie Investment Counsel28,400$664K0.0%N/A0.249%
5/1/2025New 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%
4/8/2025Rhumbline Advisers10,501$246K0.0%+84.7%0.092%
2/19/2025 Public Employees Retirement System of Ohio1,076$60K0.0%N/A0.009%
2/17/2025Two 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%
Elon’s Secret Social Security Bombshell (Ad)

To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social Security? What we just discovered in Washington will stun even the most seasoned insiders.

A major government announcement coming as soon as tomorrow.
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%
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%
2/7/2025 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%
1/31/2025New 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%
12/26/2024JPMorgan Chase & Co.8,339$503K0.0%+132.3%0.147%
11/19/2024Barclays PLC7,934$478K0.0%+183.2%0.140%
11/16/2024 Geode Capital Management LLC111,414$6.72M0.0%+1.5%1.967%
11/15/2024Barclays 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%
10/25/2024 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%
8/15/2024The 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%
7/26/2024 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%
2/13/2024Banc 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%
1/12/2024 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%
9/21/2023Barclays PLC1,870$68K0.0%N/A0.033%
8/18/2023Coombe Bender & Co LLC11,630$430K0.3%-10.1%0.206%
Elon’s Secret Social Security Bombshell (Ad)

To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social Security? What we just discovered in Washington will stun even the most seasoned insiders.

A major government announcement coming as soon as tomorrow.
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%
8/4/2023 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%
2/10/2023M3F Inc.80,866$3.77M1.2%-26.7%1.434%
(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 ($30.02M), 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 ($5.67M), 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 49 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. ($90.88K), 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 1,416,712 shares in the last 24 months. This purchase volume represents approximately $33.78M in transactions.

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

Of the 11 institutional investors that sold Orange County Bancorp's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Banc Funds Co. LLC ($73.57K), Hudson Valley Investment Advisors Inc. ADV ($18.02K), Hennessy Advisors Inc. ($17K), Alliancebernstein L.P. ($15.31K), JPMorgan Chase & Co. ($9.40K), Geode Capital Management LLC ($5.96K), and The Manufacturers Life Insurance Company ($3.99K).

How much institutional selling is happening at Orange County Bancorp?

Institutional investors have sold a total of 146,389 shares in the last 24 months. This volume of shares sold represents approximately $4.05M in transactions.


Related Companies

This page (NASDAQ:OBT) was last updated on 8/13/2025 by MarketBeat.com Staff
From Our Partners
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored