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Orange County Bancorp (OBT) Institutional Ownership

Orange County Bancorp logo
$37.65 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$37.63 -0.02 (-0.05%)
As of 07/2/2026 05:39 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)
51
Total
Institutional Inflows
(last 12 months)
$37.74M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$23.54M
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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
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 Company 309,310$9.89M0.0%-1.3%2.307%
5/16/2026Quantinno Capital Management LP28,841$922K0.0%+25.9%0.215%
5/14/2026Renaissance Technologies LLC22,900$732K0.0%+169.4%0.171%
5/14/2026Arrowstreet Capital Limited Partnership17,876$572K0.0%N/A0.133%
5/13/2026First Trust Advisors LP37,878$1.21M0.0%-0.9%0.283%
5/7/2026Dimensional Fund Advisors LP126,936$4.06M0.0%+29.9%0.947%
5/5/2026Bank of New York Mellon Corp50,444$1.61M0.0%-2.8%0.376%
5/2/2026Carnegie Investment Counsel31,428$1.01M0.0%+10.7%0.234%
4/30/2026Hsbc Holdings PLC46,800$1.51M0.0%-12.1%0.349%
4/23/2026Orange 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%
2/13/2026Marshall 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%
2/13/2026First Trust Advisors LP38,234$1.09M0.0%+18.9%0.286%
2/13/2026State Street Corp166,234$4.75M0.0%+1.5%1.243%
2/13/2026Martingale Asset Management L P24,780$707K0.0%+8.9%0.185%
2/13/2026Wells Fargo & Company MN13,001$371K0.0%+54.1%0.097%
2/12/2026Banc Funds Co. LLC197,536$5.64M1.1%-20.3%1.477%
2/12/2026Renaissance Technologies LLC8,500$243K0.0%-22.0%0.064%
2/12/2026Dimensional Fund Advisors LP97,731$2.79M0.0%+16.5%0.731%
2/11/2026Deutsche Bank AG9,744$278K0.0%-15.8%0.073%
2/11/2026LPL Financial LLC22,285$636K0.0%+4.1%0.167%
2/10/2026Goldman Sachs Group Inc.70,769$2.02M0.0%+28.0%0.529%
2/9/2026Geode Capital Management LLC258,623$7.39M0.0%+3.6%1.934%
2/6/2026Orange Investment Advisors Inc.1,101,617$31.45M3.5%-5.2%8.239%
2/6/2026HighTower Advisors LLC7,478$214K0.0%N/A0.056%
1/21/2026Culbertson A N & Co. Inc.8,300$237K0.0%N/A0.062%
1/21/2026Daytona Street Capital LLC8,000$228K0.2%N/A0.060%
1/9/2026SG Americas Securities LLC5,098$146K0.0%N/A0.038%
1/1/2026JPMorgan 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%
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11/17/2025Banc 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%
11/17/2025Algert 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%
11/13/2025BNP Paribas Financial Markets10,379$262K0.0%+46.7%0.078%
11/13/2025Russell Investments Group Ltd.993$25K0.0%+5,416.7%0.007%
11/13/2025First Trust Advisors LP32,153$811K0.0%N/A0.240%
11/12/2025Barclays PLC49,830$1.26M0.0%+13.7%0.373%
11/12/2025Dimensional Fund Advisors LP83,886$2.12M0.0%+24.3%0.628%
11/12/2025Victory Capital Management Inc.34,396$867K0.0%+36.2%0.257%
11/12/2025EJF Capital LLC116,824$2.95M1.7%+2.5%0.874%
11/10/2025Hillsdale Investment Management Inc.12,200$308K0.0%N/A0.091%
11/7/2025Vanguard Group Inc.550,920$13.89M0.0%+1.6%4.124%
11/7/2025JPMorgan Chase & Co.10,666$269K0.0%+4.7%0.080%
11/6/2025Rhumbline Advisers10,600$267K0.0%+8.1%0.079%
11/4/2025Thrivent Financial for Lutherans8,162$206K0.0%N/A0.061%
11/3/2025New York State Common Retirement Fund3,086$78K0.0%+140.0%0.023%
11/3/2025SummerHaven Investment Management LLC30,542$770K0.4%N/A0.229%
10/15/2025CWM LLC1,356$34K0.0%+174.5%0.010%
8/15/2025Tower Research Capital LLC TRC 3,453$89K0.0%+706.8%0.026%
8/15/2025EJF Capital LLC113,938$2.94M2.3%N/A0.853%
8/15/2025BNP 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%
8/13/2025Marshall Wace LLP38,165$986K0.0%N/A0.291%
8/13/2025Endeavour Capital Advisors Inc.198,200$5.12M1.8%N/A1.513%
8/13/2025Kennedy Capital Management LLC23,025$595K0.0%N/A0.176%
8/13/2025Invesco Ltd.11,829$306K0.0%-16.9%0.090%
8/13/2025New York State Common Retirement Fund1,286$33K0.0%-75.7%0.010%
8/13/2025Gator Capital Management LLC20,000$517K0.2%N/A0.153%
8/13/2025Hsbc Holdings PLC44,478$1.14M0.0%+201.4%0.340%
8/13/2025Northwestern Mutual Wealth Management Co.1,086$28K0.0%N/A0.008%
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%
8/11/2025Culbertson A N & Co. Inc.7,800$202K0.0%N/A0.060%
8/11/2025Persistent Asset Partners Ltd9,390$243K0.2%N/A0.072%
8/8/2025Geode Capital Management LLC219,526$5.67M0.0%-2.6%1.675%
7/21/2025Hudson Valley Investment Advisors Inc. ADV1,161,617$30.02M3.3%-1.5%8.867%
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7/21/2025Hennessy 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%
5/14/2025Martingale Asset Management L P21,461$502K0.0%N/A0.189%


OBT Institutional Ownership - Frequently Asked Questions

During the previous two years, 76 institutional investors and hedge funds held shares of Orange County Bancorp. The most heavily invested institutionals were 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 ($9.89M), 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 72 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), Fourthstone LLC ($361.71K), Wellington Management Group LLP ($244.50K), Endeavour Capital Advisors Inc. ($198.20K), EJF Capital LLC ($116.82K), Meeder Advisory Services Inc. ($113.75K), and American Century Companies Inc. ($90.88K).

Institutional investors have bought a total of 1,423,411 shares in the last 24 months. This purchase volume represents approximately $37.74M in transactions.

Of the 23 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 Hudson Valley Investment Advisors Inc. ADV ($17.29K).

Institutional investors have sold a total of 897,192 shares in the last 24 months. This volume of shares sold represents approximately $23.54M in transactions.


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This page (NASDAQ:OBT) was last updated on 7/5/2026 by MarketBeat.com Staff.
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