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Orange County Bancorp (OBT) Institutional Ownership

Orange County Bancorp logo
$34.26 +0.21 (+0.62%)
As of 10:01 AM Eastern
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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)
$38.25M
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
5/19/2026 Bank of America Corp DE47,658$1.52M0.0%+30.4%0.355%
5/18/2026 Royal Bank of Canada1,029$33K0.0%+108.3%0.008%
5/16/2026 The Manufacturers Life Insurance Company 309,310$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%
4/30/2026 Hsbc 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%
2/18/2026 Wellington Management Group LLP574,270$16.40M0.0%-2.9%4.295%
2/18/2026 Millennium Management LLC43,997$1.26M0.0%-16.3%0.329%
2/18/2026 Azora Capital LP53,679$1.53M0.1%+7.4%0.401%
2/17/2026 AQR Capital Management LLC22,020$629K0.0%+11.1%0.165%
2/16/2026 Squarepoint Ops LLC26,886$768K0.0%-36.8%0.201%
2/16/2026 Barclays PLC52,551$1.50M0.0%+5.5%0.393%
2/13/2026 Marshall Wace LLP54,236$1.55M0.0%+6.3%0.406%
2/13/2026 The Manufacturers Life Insurance Company 313,467$8.95M0.0%-0.8%2.345%
2/13/2026 Fourthstone 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%
2/13/2026 Wells 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%
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%
2/10/2026 Goldman 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%
11/17/2025 Maltese Capital Management LLC7,921$200K0.0%-93.4%0.059%
11/17/2025 Millennium Management LLC52,556$1.33M0.0%+39.9%0.393%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
11/17/2025 Banc Funds Co. LLC247,853$6.25M1.1%-24.9%1.854%
11/17/2025 Bank of America Corp DE31,250$788K0.0%-40.9%0.234%
11/17/2025 Algert Global LLC7,944$200K0.0%N/A0.059%
11/17/2025 Alliancebernstein L.P.243,468$6.14M0.0%-14.9%1.821%
11/17/2025 Ameriprise Financial Inc.17,915$452K0.0%-11.6%0.134%
11/14/2025 Two Sigma Investments LP52,862$1.33M0.0%+60.8%0.395%
11/14/2025 Squarepoint Ops LLC42,533$1.07M0.0%+125.8%0.318%
11/14/2025 Wellington Management Group LLP591,549$14.91M0.0%-38.8%4.425%
11/13/2025 Kennedy 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%
11/12/2025 Barclays 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%
11/4/2025 Thrivent 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%
10/15/2025 CWM 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%
8/15/2025 Boothbay Fund Management LLC63,380$1.64M0.0%N/A0.474%
8/15/2025 Bank of America Corp DE52,872$1.37M0.0%+181.0%0.396%
8/15/2025 Ameriprise Financial Inc.20,268$524K0.0%+4.4%0.152%
8/14/2025 Raymond James Financial Inc.4,040$104K0.0%N/A0.030%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,223$135K0.0%-13.5%0.039%
8/14/2025 The Manufacturers Life Insurance Company 319,723$8.26M0.0%+29.8%2.393%
8/14/2025 Fourthstone LLC240,308$6.21M1.2%N/A1.798%
8/14/2025 Azora 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%
8/13/2025 Kennedy Capital Management LLC23,025$595K0.0%N/A0.176%
8/13/2025 Invesco 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%
8/13/2025 Hsbc 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%
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%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
7/21/2025 Hennessy Advisors Inc.25,000$646K0.0%-28.6%0.191%
6/27/2025 Goldman 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 1,445,156 shares in the last 24 months. This purchase volume represents approximately $38.25M 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 5/26/2026 by MarketBeat.com Staff.
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