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Orange County Bancorp (OBT) Institutional Ownership

Orange County Bancorp logo
$39.19 +0.09 (+0.23%)
Closing price 08/14/2026 04:00 PM Eastern
Extended Trading
$39.17 -0.02 (-0.05%)
As of 08/14/2026 07:34 PM 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 Massive. 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)
55
Total
Institutional Inflows
(last 12 months)
$102.80M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$22.23M
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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
8/14/2026Hsbc Holdings PLC43,429$1.60M0.0%N/A0.324%
8/14/2026Legal & General Group Plc1,236$45K0.0%N/A0.009%
8/14/2026The Manufacturers Life Insurance Company 307,530$11.31M0.0%N/A2.293%
8/13/2026 Biondo Investment Advisors LLC5,700$210K0.0%N/A0.043%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.8,278$304K0.0%N/A0.062%
8/13/2026 Globeflex Capital L P4,714$173K0.0%N/A0.035%
8/12/2026 Northwestern Mutual Wealth Management Co.1,086$40K0.0%N/A0.008%
8/12/2026 Ieq Capital LLC7,062$260K0.0%N/A0.053%
8/7/2026 BlackRock Inc.1,960,135$72.09M0.0%N/A14.617%
8/7/2026 Deutsche Bank AG12,435$457K0.0%N/A0.093%
8/6/2026 Bank of New York Mellon Corp55,095$2.03M0.0%N/A0.411%
7/9/2026 GoalVest Advisory LLC4,100$151K0.0%N/A0.031%
5/19/2026Bank of America Corp DE47,658$1.52M0.0%+30.4%0.355%
5/18/2026Royal Bank of Canada1,029$33K0.0%+108.3%0.008%
5/16/2026The Manufacturers Life Insurance Company309,310$9.89M0.0%-1.3%2.307%
5/16/2026 Quantinno Capital Management LP28,841$922K0.0%+25.9%0.215%
5/14/2026 Renaissance Technologies LLC22,900$732K0.0%+169.4%0.171%
5/14/2026 Arrowstreet Capital Limited Partnership17,876$572K0.0%N/A0.133%
5/13/2026 First Trust Advisors LP37,878$1.21M0.0%-0.9%0.283%
5/7/2026 Dimensional Fund Advisors LP126,936$4.06M0.0%+29.9%0.947%
5/5/2026 Bank of New York Mellon Corp50,444$1.61M0.0%-2.8%0.376%
5/2/2026 Carnegie Investment Counsel31,428$1.01M0.0%+10.7%0.234%
4/30/2026Hsbc Holdings PLC46,800$1.51M0.0%-12.1%0.349%
4/23/2026 Orange Investment Advisors Inc.1,061,490$33.95M4.4%-3.6%7.916%
2/18/2026Wellington Management Group LLP574,270$16.40M0.0%-2.9%4.295%
2/18/2026Millennium Management LLC43,997$1.26M0.0%-16.3%0.329%
2/18/2026Azora Capital LP53,679$1.53M0.1%+7.4%0.401%
2/17/2026AQR Capital Management LLC22,020$629K0.0%+11.1%0.165%
2/16/2026Squarepoint Ops LLC26,886$768K0.0%-36.8%0.201%
2/16/2026Barclays PLC52,551$1.50M0.0%+5.5%0.393%
2/13/2026 Marshall Wace LLP54,236$1.55M0.0%+6.3%0.406%
2/13/2026The Manufacturers Life Insurance Company 313,467$8.95M0.0%-0.8%2.345%
2/13/2026Fourthstone LLC192,846$5.51M1.0%+169.9%1.443%
2/13/2026 First Trust Advisors LP38,234$1.09M0.0%+18.9%0.286%
2/13/2026 State Street Corp166,234$4.75M0.0%+1.5%1.243%
2/13/2026 Martingale Asset Management L P24,780$707K0.0%+8.9%0.185%
2/13/2026Wells Fargo & Company MN13,001$371K0.0%+54.1%0.097%
2/12/2026 Banc Funds Co. LLC197,536$5.64M1.1%-20.3%1.477%
2/12/2026 Renaissance Technologies LLC8,500$243K0.0%-22.0%0.064%
2/12/2026 Dimensional Fund Advisors LP97,731$2.79M0.0%+16.5%0.731%
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2/11/2026 Deutsche Bank AG9,744$278K0.0%-15.8%0.073%
2/11/2026 LPL Financial LLC22,285$636K0.0%+4.1%0.167%
2/10/2026Goldman Sachs Group Inc.70,769$2.02M0.0%+28.0%0.529%
2/9/2026 Geode Capital Management LLC258,623$7.39M0.0%+3.6%1.934%
2/6/2026 Orange Investment Advisors Inc.1,101,617$31.45M3.5%-5.2%8.239%
2/6/2026 HighTower Advisors LLC7,478$214K0.0%N/A0.056%
1/21/2026 Culbertson A N & Co. Inc.8,300$237K0.0%N/A0.062%
1/21/2026 Daytona Street Capital LLC8,000$228K0.2%N/A0.060%
1/9/2026 SG Americas Securities LLC5,098$146K0.0%N/A0.038%
1/1/2026 JPMorgan Chase & Co.10,666$269K0.0%+4.7%0.080%
11/17/2025Maltese Capital Management LLC7,921$200K0.0%-93.4%0.059%
11/17/2025Millennium Management LLC52,556$1.33M0.0%+39.9%0.393%
11/17/2025 Banc Funds Co. LLC247,853$6.25M1.1%-24.9%1.854%
11/17/2025Bank of America Corp DE31,250$788K0.0%-40.9%0.234%
11/17/2025 Algert Global LLC7,944$200K0.0%N/A0.059%
11/17/2025Alliancebernstein L.P.243,468$6.14M0.0%-14.9%1.821%
11/17/2025Ameriprise Financial Inc.17,915$452K0.0%-11.6%0.134%
11/14/2025Two Sigma Investments LP52,862$1.33M0.0%+60.8%0.395%
11/14/2025Squarepoint Ops LLC42,533$1.07M0.0%+125.8%0.318%
11/14/2025Wellington Management Group LLP591,549$14.91M0.0%-38.8%4.425%
11/13/2025Kennedy Capital Management LLC32,785$827K0.0%+42.4%0.245%
11/13/2025 BNP Paribas Financial Markets10,379$262K0.0%+46.7%0.078%
11/13/2025 Russell Investments Group Ltd.993$25K0.0%+5,416.7%0.007%
11/13/2025 First Trust Advisors LP32,153$811K0.0%N/A0.240%
11/12/2025Barclays PLC49,830$1.26M0.0%+13.7%0.373%
11/12/2025 Dimensional Fund Advisors LP83,886$2.12M0.0%+24.3%0.628%
11/12/2025 Victory Capital Management Inc.34,396$867K0.0%+36.2%0.257%
11/12/2025 EJF Capital LLC116,824$2.95M1.7%+2.5%0.874%
11/10/2025 Hillsdale Investment Management Inc.12,200$308K0.0%N/A0.091%
11/7/2025Vanguard Group Inc.550,920$13.89M0.0%+1.6%4.124%
11/7/2025 JPMorgan Chase & Co.10,666$269K0.0%+4.7%0.080%
11/6/2025 Rhumbline Advisers10,600$267K0.0%+8.1%0.079%
11/4/2025Thrivent Financial for Lutherans8,162$206K0.0%N/A0.061%
11/3/2025 New York State Common Retirement Fund3,086$78K0.0%+140.0%0.023%
11/3/2025 SummerHaven Investment Management LLC30,542$770K0.4%N/A0.229%
10/15/2025CWM LLC1,356$34K0.0%+174.5%0.010%
8/15/2025 Tower Research Capital LLC TRC 3,453$89K0.0%+706.8%0.026%
8/15/2025 EJF Capital LLC113,938$2.94M2.3%N/A0.853%
8/15/2025 BNP Paribas Financial Markets7,074$183K0.0%+58.1%0.053%
8/15/2025Boothbay Fund Management LLC63,380$1.64M0.0%N/A0.474%
8/15/2025Bank of America Corp DE52,872$1.37M0.0%+181.0%0.396%
8/15/2025Ameriprise Financial Inc.20,268$524K0.0%+4.4%0.152%
8/14/2025Raymond James Financial Inc.4,040$104K0.0%N/A0.030%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,223$135K0.0%-13.5%0.039%
8/14/2025The Manufacturers Life Insurance Company 319,723$8.26M0.0%+29.8%2.393%
8/14/2025Fourthstone LLC240,308$6.21M1.2%N/A1.798%
8/14/2025Azora Capital LP50,000$1.29M0.1%N/A0.374%
8/13/2025 Marshall Wace LLP38,165$986K0.0%N/A0.291%
8/13/2025 Endeavour Capital Advisors Inc.198,200$5.12M1.8%N/A1.513%
8/13/2025Kennedy Capital Management LLC23,025$595K0.0%N/A0.176%
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8/13/2025Invesco Ltd.11,829$306K0.0%-16.9%0.090%
8/13/2025 New York State Common Retirement Fund1,286$33K0.0%-75.7%0.010%
8/13/2025 Gator Capital Management LLC20,000$517K0.2%N/A0.153%
8/13/2025Hsbc Holdings PLC44,478$1.14M0.0%+201.4%0.340%
8/13/2025 Northwestern Mutual Wealth Management Co.1,086$28K0.0%N/A0.008%
8/12/2025 American Century Companies Inc.124,512$3.22M0.0%+0.4%0.950%
8/12/2025 Rhumbline Advisers9,807$253K0.0%-6.6%0.075%
8/12/2025 JPMorgan 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%


OBT Institutional Ownership - Frequently Asked Questions

During the previous two years, 83 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), Wellington Management Group LLP ($16.40M), Vanguard Group Inc. ($13.89M), The Manufacturers Life Insurance Company ($11.31M), and Geode Capital Management LLC ($7.39M).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 79 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 2,920,612 shares in the last 24 months. This purchase volume represents approximately $102.80M 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 ($392.14K), 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 846,644 shares in the last 24 months. This volume of shares sold represents approximately $22.23M 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 8/14/2026. New 13F filings are added each quarter as they're published.
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