Orange County BancorpOBT
13F holders, Q1 2024 (March 31)51holders
1famous investor
$46.00avg. 13F price*
At the end of Q1 2024, 51 institutions reported holding Orange County Bancorp Inc. (OBT) in their 13F filings. The largest holders were Orange Investment Advisors, Inc. ($27.7M), Banc Funds Co. LLC ($14.8M) and BlackRock Inc. ($14.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Orange County Bancorp Inc.
- CUSIP
- 68417L107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $690 |
| Exits | 4 | $679K |
Ownership 51 holders
| Orange Investment Advisors, Inc. | 3.32% | Add +0.6% | 602,279 | $27.7M |
| Banc Funds Co. LLC | 1.67% | Reduce -5.6% | 321,822 | $14.8M |
| BlackRock Inc. | 0.00% | Reduce -3.3% | 318,358 | $14.6M |
| Wellington Management Group LLP | 0.00% | Reduce -0.9% | 269,146 | $12.4M |
| Vanguard Group Inc. | 0.00% | Add +1.3% | 201,453 | $9.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.2% | 163,477 | $7.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.0% | 127,185 | $5.9M |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 105,096 | $4.8M |
| State Street Corp. | 0.00% | Add +0.4% | 70,890 | $3.3M |
| Northern Trust Corp. | 0.00% | Reduce -3.2% | 43,320 | $2.0M |
| Hennessy Advisors Inc. | 0.05% | Add +92.9% | 27,000 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.1% | 23,600 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.7% | 21,354 | $982K |
| Keybank National Association | 0.00% | No change | 17,500 | $805K |
| Invesco Ltd. | 0.00% | Add +217.1% | 16,446 | $757K |
| Eagle Ridge Investment Management | 0.06% | No change | 14,200 | $653K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 13,339 | $614K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 12,989 | $597K |
| American Century Companies Inc. | 0.00% | Add +21.0% | 12,762 | $587K |
| Morgan Stanley | 0.00% | Reduce -16.6% | 12,510 | $575K |
| First Trust Advisors LP | 0.00% | Add +3.2% | 12,170 | $560K |
| Coombe, Bender & Co LLC | 0.32% | Reduce -13.2% | 11,383 | $524K |
| JPMorgan Chase & Co. | 0.00% | Add +78.5% | 9,399 | $432K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 8,394 | $386K |
| Citadel Advisors | 0.00% | Reduce -15.9% | 7,887 | $363K |
| Nuveen Asset Management, LLC | 0.00% | No change | 7,547 | $347K |
| Dimensional Fund Advisors LP | 0.00% | Add +17.9% | 6,890 | $317K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.6% | 6,194 | $285K |
| UBS Group AG | 0.00% | Reduce -2.0% | 6,099 | $281K |
| Rhumbline Advisers | 0.00% | Add +3.9% | 5,587 | $257K |
| Barclays PLC | 0.00% | Reduce -42.3% | 4,530 | $208K |
| Royal Bank of Canada | 0.00% | Reduce -26.9% | 4,114 | $189K |
| Bank of America Corp. | 0.00% | Reduce -63.1% | 3,179 | $146K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 3,042 | $140K |
| MetLife Investment Management, LLC | 0.00% | No change | 2,884 | $133K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 2,518 | $116K |
| Lazard Asset Management LLC | 0.00% | Reduce -4.7% | 2,000 | $92K |
| Wells Fargo & Company | 0.00% | Add +14.9% | 1,800 | $83K |
| Deutsche Bank AG | 0.00% | Add +5.3% | 1,720 | $79K |
| Citigroup Inc. | 0.00% | Add +32.9% | 970 | $45K |
| California State Teachers Retirement System | 0.00% | Reduce -38.9% | 514 | $24K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -12.5% | 475 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 422 | $19K |
| Legal & General Group Plc | 0.00% | No change | 404 | $19K |
| Metropolitan Life Insurance Co | 0.00% | No change | 299 | $14K |
| FMR LLC | 0.00% | Reduce -0.5% | 217 | $10K |
| Amalgamated Bank | 0.00% | Reduce -61.4% | 172 | $8K |
| Russell Investments Group, Ltd. | 0.00% | New | 9 | $414 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 8 | $368 |
| GAMMA Investing LLC | 0.00% | New | 6 | $276 |
| Cwm, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is OBT's weight in each manager's 13F, not the share of Orange County Bancorp Inc. the manager owns.