Orange County Bancorp, Inc. /DE/ (OBT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

11,996,040Shares Outstanding

310,282Shares held by institutions

$10,980,880Value of institutional holdings

60.30%Institutional ownership %

0.42%Shares Changed QoQ

89No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Orange County Bancorp, Inc. /DE/ (NASDAQ:OBT) is held by 89 institutional firms.

The percentage of Orange County Bancorp owned by institutions changed from 61.0% in September 2025 to 60.3% in December 2025, marking a slight down trend.
The company experienced a 0.42% quarterly change in institutional shares held, alongside an increase of 36.92% in total owners annually.
The latest 13F cycle for Orange County Bancorp reveals that of 89 total investors, 39 funds grew their exposure, whereas 29 reduced theirs and 21 made no changes.
The aggregate institutional position in Orange County Bancorp now stands at 7.23Mn shares as of December 2025, after investors increased their holdings (up by 30.22K shares quarter on quarter which is up 2.12Mn shares year over year).
The top institutional stake in Orange County Bancorp as of December 31, 2025 belongs to BlackRock, Inc., which owns 1.94Mn shares, or 16.19% of the company.
Among the most significant buyers of Orange County Bancorp during December 2025 were Fourthstone LLC (121.40K), VANGUARD GROUP INC (27.04K), GOLDMAN SACHS GROUP INC (15.49K), DIMENSIONAL FUND ADVISORS LP (13.85K), Quantinno Capital Management LP (12.67K).
Leading sellers of Orange County Bancorp stock in December 2025 included Orange Investment Advisors, Inc. (60.00K), BANC FUNDS CO LLC (50.32K), BlackRock, Inc. (28.89K), EJF Capital LP (25.66K), WELLINGTON MANAGEMENT GROUP LLP (17.28K).
The top 10 institutional holders of Orange County Bancorp for the quarter ending December 2025 included BlackRock, Inc. (1.94Mn), Orange Investment Advisors, Inc. (1.10Mn), VANGUARD GROUP INC (577.96K), WELLINGTON MANAGEMENT GROUP LLP (574.27K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (313.47K), GEODE CAPITAL MANAGEMENT, LLC (258.62K), ALLIANCEBERNSTEIN L.P. (244.67K), BANC FUNDS CO LLC (197.54K), Fourthstone LLC (192.85K), AMERICAN CENTURY COMPANIES INC (166.41K).

89 Institutional Holders

310,282 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	1,942,349	-28,887	-1.47%	$55,454,063.00
Orange Investment Advisors, Inc.	31 Dec, 2025	1,101,617	-60,000	-5.17%	$31,451,165.00
VANGUARD GROUP INC	31 Dec, 2025	577,955	27,035	4.91%	$16,500,615.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	574,270	-17,279	-2.92%	$16,395,409.00
MANUFACTURERS LIFE INSURANCE COMPANY, THE	31 Dec, 2025	313,467	-2,545	-0.81%	$8,949,483.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	258,623	8,955	3.59%	$7,385,090.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	244,668	1,200	0.49%	$6,985,271.00
BANC FUNDS CO LLC	31 Dec, 2025	197,536	-50,317	-20.30%	$5,639,653.00
Fourthstone LLC	31 Dec, 2025	192,846	121,402	169.93%	$5,505,753.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	166,405	2,747	1.68%	$4,750,863.00
STATE STREET CORP	31 Dec, 2025	166,234	2,446	1.49%	$4,745,981.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	97,731	13,845	16.50%	$2,790,167.00
EJF Capital LP	31 Dec, 2025	91,164	-25,660	-21.96%	$2,602,732.00
NORTHERN TRUST CORP	31 Dec, 2025	85,797	-3,574	-4.00%	$2,449,506.00
BROWN BROTHERS HARRIMAN & CO	31 Dec, 2025	84,374	0	0.00%	$2,408,878.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	70,769	15,492	28.03%	$2,020,455.00
MORGAN STANLEY	31 Dec, 2025	55,519	7,513	15.65%	$1,585,067.00
MARSHALL WACE, LLP	31 Dec, 2025	54,236	3,225	6.32%	$1,548,438.00
Azora Capital LP	31 Dec, 2025	53,679	3,679	7.36%	$1,532,535.00
BARCLAYS PLC	31 Dec, 2025	52,551	2,721	5.46%	$1,500,331.00

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