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

Ownership Summary

Orange County Bancorp, Inc. /DE/ (NASDAQ:OBT) currently has 93 active institutional owners and shareholders as of today (September 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• The percentage of Orange County Bancorp owned by institutions changed from 60.4% in June 2025 to 61.0% in September 2025, marking a slight up trend.
• The company experienced a 6.12% quarterly change in institutional shares held, alongside an increase of 63.16% in total owners annually.
• Of these 93 institutional investors, 55 increased their holdings in Orange County Bancorp, while 19 of them reduced positions, and 19 investors maintained their exposure.
• Collectively, institutional investors increased their stake in Orange County Bancorp to 7.32Mn shares as of September 2025, a change that is up by 422.19K shares quarter on quarter and up 2.29Mn shares year over year.
• BlackRock, Inc. continues to be the largest institutional holder of Orange County Bancorp as of September 30, 2025, with a position of 1.97Mn shares, representing 16.43% of the company's outstanding stock.
• Among the most significant buyers of Orange County Bancorp during September 2025 were BlackRock, Inc. (830.19K), AMERICAN CENTURY COMPANIES INC (39.15K), FIRST TRUST ADVISORS LP (32.15K), SummerHaven Investment Management, LLC (30.54K), GEODE CAPITAL MANAGEMENT, LLC (30.14K).
• Leading sellers of Orange County Bancorp stock in September 2025 included WELLINGTON MANAGEMENT GROUP LLP (374.86K), Fourthstone LLC (168.86K), MALTESE CAPITAL MANAGEMENT LLC (112.08K), BANC FUNDS CO LLC (82.10K), ALLIANCEBERNSTEIN L.P. (42.50K).
• The top 10 institutional holders of Orange County Bancorp for the quarter ending September 2025 included BlackRock, Inc. (1.97Mn), Orange Investment Advisors, Inc. (1.16Mn), WELLINGTON MANAGEMENT GROUP LLP (591.55K), VANGUARD GROUP INC (550.92K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (316.01K), GEODE CAPITAL MANAGEMENT, LLC (249.67K), BANC FUNDS CO LLC (247.85K), ALLIANCEBERNSTEIN L.P. (243.47K), STATE STREET CORP (163.79K), AMERICAN CENTURY COMPANIES INC (163.66K).