Orange County Bancorp OBT Institutional Ownership

NASDAQ OBT

$37.32 -0.24 (-0.64%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

110 Institutions

Increased 73 66.4%

Unchanged 15 13.6%

Reduced 22 20.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

53.78%

▼-0.06 pp QoQ

Shares Held by Institutions

7.21Mn

of 13.41Mn outstanding

▼-0.12% QoQ

Shares Outstanding

13.41Mn

6.20Mn held outside 13F filers

Institutional Investors

110

filed 13F for Jun 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

-8.33K

distributed since last quarter

Value of Holdings

$270.85Mn

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

Updated Oct 11, 2026

Orange County Bancorp, Inc. (NASDAQ:OBT) had 110 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

These investors held 53.78% of outstanding shares in Q2 2026, down from 53.84% the quarter before.
Total holdings of OBT shares fell 0.12% from Q1 2026, and the holder count rose 19.57% from Q2 2025.
Of these 110 holders, 73 added to their positions, 22 reduced their stakes and 15 left their positions unchanged.
The aggregate institutional position in Orange County Bancorp was 7.21Mn shares at the end of Q2 2026, down 8.33K from the prior quarter and down 8.27K from a year earlier.
BlackRock, Inc. was the top holder of Orange County Bancorp as of June 30, 2026, with 1.96Mn shares, or 14.62% of shares outstanding.
Among existing holders, the largest additions to Orange County Bancorp in Q2 2026 came from AQR Capital Management LLC (+78.85K shares), American Century Companies Inc (+76.46K shares), BlackRock, Inc. (+67.81K shares), Geode Capital Management, LLC (+29.71K shares) and Qube Research & Technologies Ltd (+29.63K shares).
The largest position reductions in OBT for Q2 2026 were by Wellington Management Group LLP (-399.11K shares), AllianceBernstein L.P. (-55.31K shares), Maltese Capital Management LLC (-25.57K shares), Nuveen, LLC (-21.28K shares) and Millennium Management LLC (-20.96K shares).
Per Business Quant, the top 10 investors in OBT for the quarter ended June 30, 2026 were BlackRock, Inc. (1.96Mn shares), Orange Investment Advisors, Inc. (1.06Mn shares), Vanguard Capital Management LLC (471.01K shares), American Century Companies Inc (311.74K shares), Manufacturers Life Insurance Company, The (307.53K shares), Geode Capital Management, LLC (290.18K shares), State Street Corp (216.29K shares), Banc Funds Co LLC (186.03K shares), AllianceBernstein L.P. (163.89K shares) and Dimensional Fund Advisors LP (153.81K shares).

Form 13F Holdings

110 Institutional Holders

Report period 30 Jun, 2026

Total shares held 7.21Mn

Of outstanding 53.78%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,960,135	14.62%	▲67,815	+3.58%	$72.09Mn
2	Orange Investment Advisors, Inc.	0000943442	1,060,922	7.91%	▼568	-0.05%	$39.02Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	471,006	3.51%	▲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	2.29%	▼1,780	-0.58%	$11.31Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	290,181	2.16%	▲29,708	+11.41%	$10.67Mn
7	State Street Corp	0000093751	216,289	1.61%	▲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 110 holders