Go Pro
→ Do NOT Buy SpaceX – Do This Instead (From Stansberry Research) (Ad)tc pixel Free OBT Stock Alerts

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.
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)
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
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

OBT Institutional Buying and Selling by Quarter

Orange County Bancorp Major Shareholders & Ownership History

Export
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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
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%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
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.


Related Companies

This page (NASDAQ:OBT) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel