Orange County Bancorp (OBT) Institutional Ownership

$38.72 +0.32 (+0.83%)

As of 09/4/2026 04:00 PM Eastern

Current Institutional Ownership Percentage: 42.55%
Number of Institutional Buyers (last 12 months): 54
Total Institutional Inflows (last 12 months): $105.49M

Number of Institutional Sellers (last 12 months): 15
Total Institutional Outflows (last 12 months): $37.03M

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OBT Institutional Buying and Selling by Quarter

Orange County Bancorp Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/26/2026	HighTower Advisors LLC	9,516	$350K	0.0%	+25.9%	0.071%
8/24/2026	California State Teachers Retirement System	6,032	$222K	0.0%	+854.4%	0.045%
8/19/2026	Hsbc Holdings PLC	43,429	$1.60M	0.0%	-7.2%	0.324%
8/19/2026	Wellington Management Group LLP	98,314	$3.62M	0.0%	-80.2%	0.733%
8/18/2026	Kahn Brothers Group Inc.	8,000	$294K	0.0%	N/A	0.060%
8/17/2026	Bank of America Corp DE	57,789	$2.13M	0.0%	N/A	0.431%
8/14/2026	Hsbc Holdings PLC	43,429	$1.60M	0.0%	N/A	0.324%
8/14/2026	Legal & General Group Plc	1,236	$45K	0.0%	N/A	0.009%
8/14/2026	The Manufacturers Life Insurance Company	307,530	$11.31M	0.0%	N/A	2.293%
8/13/2026	Biondo Investment Advisors LLC	5,700	$210K	0.0%	N/A	0.043%
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8/13/2026	Connor Clark & Lunn Investment Management Ltd.	8,278	$304K	0.0%	N/A	0.062%
8/13/2026	Globeflex Capital L P	4,714	$173K	0.0%	N/A	0.035%
8/12/2026	Northwestern Mutual Wealth Management Co.	1,086	$40K	0.0%	N/A	0.008%
8/12/2026	Ieq Capital LLC	7,062	$260K	0.0%	N/A	0.053%
8/7/2026	BlackRock Inc.	1,960,135	$72.09M	0.0%	N/A	14.617%
8/7/2026	Deutsche Bank AG	12,435	$457K	0.0%	N/A	0.093%
8/6/2026	Bank of New York Mellon Corp	55,095	$2.03M	0.0%	N/A	0.411%
7/9/2026	GoalVest Advisory LLC	4,100	$151K	0.0%	N/A	0.031%
5/19/2026	Bank of America Corp DE	47,658	$1.52M	0.0%	+30.4%	0.355%
5/18/2026	Royal Bank of Canada	1,029	$33K	0.0%	+108.3%	0.008%
5/16/2026	The Manufacturers Life Insurance Company	309,310	$9.89M	0.0%	-1.3%	2.307%
5/16/2026	Quantinno Capital Management LP	28,841	$922K	0.0%	+25.9%	0.215%
5/14/2026	Renaissance Technologies LLC	22,900	$732K	0.0%	+169.4%	0.171%
5/14/2026	Arrowstreet Capital Limited Partnership	17,876	$572K	0.0%	N/A	0.133%
5/13/2026	First Trust Advisors LP	37,878	$1.21M	0.0%	-0.9%	0.283%
5/7/2026	Dimensional Fund Advisors LP	126,936	$4.06M	0.0%	+29.9%	0.947%
5/5/2026	Bank of New York Mellon Corp	50,444	$1.61M	0.0%	-2.8%	0.376%
5/2/2026	Carnegie Investment Counsel	31,428	$1.01M	0.0%	+10.7%	0.234%
4/30/2026	Hsbc Holdings PLC	46,800	$1.51M	0.0%	-12.1%	0.349%
4/23/2026	Orange Investment Advisors Inc.	1,061,490	$33.95M	4.4%	-3.6%	7.916%
2/18/2026	Wellington Management Group LLP	574,270	$16.40M	0.0%	-2.9%	4.295%
2/18/2026	Millennium Management LLC	43,997	$1.26M	0.0%	-16.3%	0.329%
2/18/2026	Azora Capital LP	53,679	$1.53M	0.1%	+7.4%	0.401%
2/17/2026	AQR Capital Management LLC	22,020	$629K	0.0%	+11.1%	0.165%
2/16/2026	Squarepoint Ops LLC	26,886	$768K	0.0%	-36.8%	0.201%
2/16/2026	Barclays PLC	52,551	$1.50M	0.0%	+5.5%	0.393%
2/13/2026	Marshall Wace LLP	54,236	$1.55M	0.0%	+6.3%	0.406%
2/13/2026	The Manufacturers Life Insurance Company	313,467	$8.95M	0.0%	-0.8%	2.345%
2/13/2026	Fourthstone LLC	192,846	$5.51M	1.0%	+169.9%	1.443%
2/13/2026	First Trust Advisors LP	38,234	$1.09M	0.0%	+18.9%	0.286%
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2/13/2026	State Street Corp	166,234	$4.75M	0.0%	+1.5%	1.243%
2/13/2026	Martingale Asset Management L P	24,780	$707K	0.0%	+8.9%	0.185%
2/13/2026	Wells Fargo & Company MN	13,001	$371K	0.0%	+54.1%	0.097%
2/12/2026	Banc Funds Co. LLC	197,536	$5.64M	1.1%	-20.3%	1.477%
2/12/2026	Renaissance Technologies LLC	8,500	$243K	0.0%	-22.0%	0.064%
2/12/2026	Dimensional Fund Advisors LP	97,731	$2.79M	0.0%	+16.5%	0.731%
2/11/2026	Deutsche Bank AG	9,744	$278K	0.0%	-15.8%	0.073%
2/11/2026	LPL Financial LLC	22,285	$636K	0.0%	+4.1%	0.167%
2/10/2026	Goldman Sachs Group Inc.	70,769	$2.02M	0.0%	+28.0%	0.529%
2/9/2026	Geode Capital Management LLC	258,623	$7.39M	0.0%	+3.6%	1.934%
2/6/2026	Orange Investment Advisors Inc.	1,101,617	$31.45M	3.5%	-5.2%	8.239%
2/6/2026	HighTower Advisors LLC	7,478	$214K	0.0%	N/A	0.056%
1/21/2026	Culbertson A N & Co. Inc.	8,300	$237K	0.0%	N/A	0.062%
1/21/2026	Daytona Street Capital LLC	8,000	$228K	0.2%	N/A	0.060%
1/9/2026	SG Americas Securities LLC	5,098	$146K	0.0%	N/A	0.038%
1/1/2026	JPMorgan Chase & Co.	10,666	$269K	0.0%	+4.7%	0.080%
11/17/2025	Maltese Capital Management LLC	7,921	$200K	0.0%	-93.4%	0.059%
11/17/2025	Millennium Management LLC	52,556	$1.33M	0.0%	+39.9%	0.393%
11/17/2025	Banc Funds Co. LLC	247,853	$6.25M	1.1%	-24.9%	1.854%
11/17/2025	Bank of America Corp DE	31,250	$788K	0.0%	-40.9%	0.234%
11/17/2025	Algert Global LLC	7,944	$200K	0.0%	N/A	0.059%
11/17/2025	Alliancebernstein L.P.	243,468	$6.14M	0.0%	-14.9%	1.821%
11/17/2025	Ameriprise Financial Inc.	17,915	$452K	0.0%	-11.6%	0.134%
11/14/2025	Two Sigma Investments LP	52,862	$1.33M	0.0%	+60.8%	0.395%
11/14/2025	Squarepoint Ops LLC	42,533	$1.07M	0.0%	+125.8%	0.318%
11/14/2025	Wellington Management Group LLP	591,549	$14.91M	0.0%	-38.8%	4.425%
11/13/2025	Kennedy Capital Management LLC	32,785	$827K	0.0%	+42.4%	0.245%
11/13/2025	BNP Paribas Financial Markets	10,379	$262K	0.0%	+46.7%	0.078%
11/13/2025	Russell Investments Group Ltd.	993	$25K	0.0%	+5,416.7%	0.007%
11/13/2025	First Trust Advisors LP	32,153	$811K	0.0%	N/A	0.240%
11/12/2025	Barclays PLC	49,830	$1.26M	0.0%	+13.7%	0.373%
11/12/2025	Dimensional Fund Advisors LP	83,886	$2.12M	0.0%	+24.3%	0.628%
11/12/2025	Victory Capital Management Inc.	34,396	$867K	0.0%	+36.2%	0.257%
11/12/2025	EJF Capital LLC	116,824	$2.95M	1.7%	+2.5%	0.874%
11/10/2025	Hillsdale Investment Management Inc.	12,200	$308K	0.0%	N/A	0.091%
11/7/2025	Vanguard Group Inc.	550,920	$13.89M	0.0%	+1.6%	4.124%
11/7/2025	JPMorgan Chase & Co.	10,666	$269K	0.0%	+4.7%	0.080%
11/6/2025	Rhumbline Advisers	10,600	$267K	0.0%	+8.1%	0.079%
11/4/2025	Thrivent Financial for Lutherans	8,162	$206K	0.0%	N/A	0.061%
11/3/2025	New York State Common Retirement Fund	3,086	$78K	0.0%	+140.0%	0.023%
11/3/2025	SummerHaven Investment Management LLC	30,542	$770K	0.4%	N/A	0.229%
10/15/2025	CWM LLC	1,356	$34K	0.0%	+174.5%	0.010%
8/15/2025	Tower Research Capital LLC TRC	3,453	$89K	0.0%	+706.8%	0.026%
8/15/2025	EJF Capital LLC	113,938	$2.94M	2.3%	N/A	0.853%
8/15/2025	BNP Paribas Financial Markets	7,074	$183K	0.0%	+58.1%	0.053%
8/15/2025	Boothbay Fund Management LLC	63,380	$1.64M	0.0%	N/A	0.474%
8/15/2025	Bank of America Corp DE	52,872	$1.37M	0.0%	+181.0%	0.396%
8/15/2025	Ameriprise Financial Inc.	20,268	$524K	0.0%	+4.4%	0.152%
8/14/2025	Raymond James Financial Inc.	4,040	$104K	0.0%	N/A	0.030%
8/14/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	5,223	$135K	0.0%	-13.5%	0.039%
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8/14/2025	The Manufacturers Life Insurance Company	319,723	$8.26M	0.0%	+29.8%	2.393%
8/14/2025	Fourthstone LLC	240,308	$6.21M	1.2%	N/A	1.798%
8/14/2025	Azora Capital LP	50,000	$1.29M	0.1%	N/A	0.374%
8/13/2025	Marshall Wace LLP	38,165	$986K	0.0%	N/A	0.291%
8/13/2025	Endeavour Capital Advisors Inc.	198,200	$5.12M	1.8%	N/A	1.513%
8/13/2025	Kennedy Capital Management LLC	23,025	$595K	0.0%	N/A	0.176%
8/13/2025	Invesco Ltd.	11,829	$306K	0.0%	-16.9%	0.090%
8/13/2025	New York State Common Retirement Fund	1,286	$33K	0.0%	-75.7%	0.010%
8/13/2025	Gator Capital Management LLC	20,000	$517K	0.2%	N/A	0.153%
8/13/2025	Hsbc Holdings PLC	44,478	$1.14M	0.0%	+201.4%	0.340%

OBT Institutional Ownership - Frequently Asked Questions

During the previous two years, 85 institutional investors and hedge funds held shares of Orange County Bancorp. The most heavily invested institutionals were BlackRock Inc. ($72.09M), Orange Investment Advisors Inc. ($33.95M), Hudson Valley Investment Advisors Inc. ADV ($30.02M), Vanguard Group Inc. ($13.89M), The Manufacturers Life Insurance Company ($11.31M), Geode Capital Management LLC ($7.39M), and Alliancebernstein L.P. ($6.14M).Learn more on Orange County Bancorp's institutional investors.

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

Of the 81 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: BlackRock Inc. ($1.96M), Hudson Valley Investment Advisors Inc. ADV ($581.13K), The Manufacturers Life Insurance Company ($381.01K), Fourthstone LLC ($361.71K), Wellington Management Group LLP ($244.50K), Endeavour Capital Advisors Inc. ($198.20K), and EJF Capital LLC ($116.82K).

Institutional investors have bought a total of 2,993,761 shares in the last 24 months. This purchase volume represents approximately $105.49M in transactions.

Of the 15 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: Wellington Management Group LLP ($791.25K), Banc Funds Co. LLC ($132.42K), Maltese Capital Management LLC ($112.08K), Orange Investment Advisors Inc. ($100.13K), Alliancebernstein L.P. ($42.50K), Bank of America Corp DE ($21.62K), and Squarepoint Ops LLC ($15.65K).

Institutional investors have sold a total of 1,249,123 shares in the last 24 months. This volume of shares sold represents approximately $37.03M in transactions.

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Institutional ownership data for NASDAQ:OBT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.

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Orange County Bancorp (OBT) Institutional Ownership

OBT Institutional Buying and Selling by Quarter

Orange County Bancorp Major Shareholders & Ownership History

OBT Institutional Ownership - Frequently Asked Questions

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Orange County Bancorp (OBT) Institutional Ownership

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

OBT Institutional Buying and Selling by Quarter

Orange County Bancorp Major Shareholders & Ownership History

OBT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OBT shares?

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

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

How much institutional buying is happening at Orange County Bancorp?

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

How much institutional selling is happening at Orange County Bancorp?

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