Orange County Bancorp OBT Institutional Ownership

NASDAQ OBT

$37.90 -0.27 (-0.71%)

At close: Sep 9, 2026 · 4:00 PM EDT

Institutions by Trading Activity

111 Institutions

Increased 74 66.7%

Unchanged 15 13.5%

Reduced 22 19.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

54.17%

▼-7.85 pp QoQ

Shares Held by Institutions

7.25Mn

of 13.38Mn outstanding

▼-11.43% QoQ

Shares Outstanding

13.38Mn

6.13Mn held outside 13F filers

Institutional Investors

111

filed 13F for Jun 2026

▲+8 vs prior quarter

Net Shares Added (QoQ)

-935.68K

distributed since last quarter

Value of Holdings

$280.68Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Orange County Bancorp, Inc. /DE/ (NASDAQ:OBT) has 111 institutional investors that have filed 13F reports for the period ending June 2026.

They owned 54.2% of outstanding stock in June 2026, down from 62.0% the prior quarter.
They decreased total shares held in Orange County Bancorp by -11.43% from last quarter, and the number of investors in OBT increased 19.35% annually.
During the quarter, 74 of these 111 funds increased positions in OBT, 22 reduced exposure, and 15 held steady.
In total, institutional investors held 7.25Mn shares in Orange County Bancorp as of June 2026, down by 935.68K shares quarter on quarter, and down 85.81K shares year over year.
As of June 30, 2026, the biggest holder of Orange County Bancorp is BlackRock, Inc. at 1.96Mn shares, representing 14.65% of shares outstanding.
The biggest buyers of Orange County Bancorp for the quarter ending June 2026 included AQR CAPITAL MANAGEMENT LLC (78.85K), AMERICAN CENTURY COMPANIES INC (76.46K), BlackRock, Inc. (67.82K), Sixth Street Partners Management Company, L.P. (37.71K), Elizabeth Park Capital Advisors, Ltd. (37.05K).
Top sellers of OBT stock for the quarter ending June 2026 included Orange Investment Advisors, Inc. (1.06Mn), WELLINGTON MANAGEMENT GROUP LLP (399.11K), ALLIANCEBERNSTEIN L.P. (55.31K), MALTESE CAPITAL MANAGEMENT LLC (25.57K), Nuveen, LLC (21.28K).
Orange County Bancorp's 10 largest shareholders as of June 2026 include BlackRock, Inc. (1.96Mn), Orange Investment Advisors, Inc. (1.06Mn), VANGUARD CAPITAL MANAGEMENT LLC (471.01K), AMERICAN CENTURY COMPANIES INC (311.74K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (307.53K), GEODE CAPITAL MANAGEMENT, LLC (290.18K), State Street Corp (216.29K), BANC FUNDS CO LLC (186.04K), ALLIANCEBERNSTEIN L.P. (163.89K), DIMENSIONAL FUND ADVISORS LP (153.81K) per Business Quant data.

Form 13F Holdings

111 Institutional Holders

Report period 30 Jun, 2026

Total shares held 7.25Mn

Of outstanding 54.17%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,960,135	14.65%	▲67,815	+3.58%	$72.09Mn
2	Orange Investment Advisors, Inc.	0000943442	1,060,922	7.93%	▼1,062,058	-50.03%	$39.02Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	471,006	3.52%	▲9,304	+2.02%	$17.32Mn
4	AMERICAN CENTURY COMPANIES INC	0000748054	311,740	2.33%	▲76,460	+32.50%	$11.47Mn
5	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	307,530	2.30%	▼1,780	-0.58%	$11.31Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	290,181	2.17%	▲29,708	+11.41%	$10.67Mn
7	State Street Corp	0000093751	216,289	1.62%	▲29,141	+15.57%	$7.96Mn
8	BANC FUNDS CO LLC	0001029311	186,035	1.39%	▼11,501	-5.82%	$6.84Mn
9	ALLIANCEBERNSTEIN L.P.	0001109448	163,889	1.22%	▼55,310	-25.23%	$5.24Mn
10	DIMENSIONAL FUND ADVISORS LP	0000354204	153,814	1.15%	▲26,878	+21.17%	$5.66Mn
11	Morgan Stanley	0000895421	110,940	0.83%	▲9,752	+9.64%	$4.08Mn
12	AQR CAPITAL MANAGEMENT LLC	0001167557	108,045	0.81%	▲78,851	+270.09%	$3.97Mn
13	TWO SIGMA INVESTMENTS, LP	0001179392	101,648	0.76%	▲23,343	+29.81%	$3.74Mn
14	Northern Trust Corp	0000073124	98,930	0.74%	▲10,220	+11.52%	$3.64Mn
15	WELLINGTON MANAGEMENT GROUP LLP	0000902219	98,314	0.73%	▼399,108	-80.24%	$3.62Mn
16	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	85,765	0.64%	▲17,965	+26.50%	$3.15Mn
17	BROWN BROTHERS HARRIMAN & CO	0000014661	84,374	0.63%	0	0.00%	$3.10Mn
18	MARSHALL WACE, LLP	0001318757	76,592	0.57%	▼11,274	-12.83%	$2.82Mn
19	Goldman Sachs Group Inc	0000886982	75,601	0.56%	▲3,573	+4.96%	$2.78Mn
20	VANGUARD FIDUCIARY TRUST CO	0000933478	72,328	0.54%	▲253	+0.35%	$2.66Mn

Showing 1 to 20 of 111 holders