Orange County BancorpOBT
13F holders, Q2 2024 (June 30)54holders +3
4new positions
3sold out
1famous investor
$52.71avg. 13F price*
At the end of Q2 2024, 54 institutions reported holding Orange County Bancorp Inc. (OBT) in their 13F filings, up 3 from Q1 2024. 4 opened new positions and 3 sold out. The largest holders were Orange Investment Advisors, Inc. ($31.2M), BlackRock Inc. ($17.3M) and Banc Funds Co. LLC ($16.5M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $784K |
| Exits | 3 | $130K |
All 13F filers, Q1 2024 → Q2 2024: 48,661 shares bought and 66,905 shares sold, net −18,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Orange Investment Advisors, Inc. | 4.06% | Reduce -0.6% | 598,510 | $31.2M |
| BlackRock Inc. | 0.00% | Add +2.8% | 327,314 | $17.3M |
| Banc Funds Co. LLC | 1.95% | Reduce -3.2% | 311,590 | $16.5M |
| Wellington Management Group LLP | 0.00% | Reduce -1.6% | 264,755 | $14.0M |
| Vanguard Group Inc. | 0.00% | Add +1.1% | 203,749 | $10.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.6% | 159,272 | $8.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.6% | 126,469 | $6.7M |
| Geode Capital Management, LLC | 0.00% | Add +4.4% | 109,765 | $5.8M |
| State Street Corp. | 0.00% | Add +0.0% | 70,906 | $3.7M |
| Northern Trust Corp. | 0.00% | Reduce -5.0% | 41,158 | $2.2M |
| Hennessy Advisors Inc. | 0.07% | Add +28.9% | 34,809 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +6.4% | 22,730 | $1.2M |
| Keybank National Association | 0.00% | No change | 17,500 | $925K |
| Invesco Ltd. | 0.00% | Reduce -2.5% | 16,035 | $848K |
| Eagle Ridge Investment Management | 0.07% | No change | 14,200 | $751K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.4% | 13,922 | $736K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 12,989 | $687K |
| American Century Companies Inc. | 0.00% | No change | 12,762 | $675K |
| First Trust Advisors LP | 0.00% | Reduce -0.7% | 12,080 | $639K |
| Coombe, Bender & Co LLC | 0.35% | Reduce -1.3% | 11,230 | $594K |
| Morgan Stanley | 0.00% | Reduce -14.8% | 10,657 | $564K |
| Nuveen Asset Management, LLC | 0.00% | Add +32.0% | 9,965 | $527K |
| Citadel Advisors | 0.00% | Add +16.8% | 9,214 | $487K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 8,394 | $444K |
| Dimensional Fund Advisors LP | 0.00% | Add +9.8% | 7,564 | $399K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,815 | $307K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.5% | 5,793 | $305K |
| Rhumbline Advisers | 0.00% | Add +2.8% | 5,742 | $304K |
| Jane Street Group, LLC | 0.00% | New | 4,786 | $253K |
| Royal Bank of Canada | 0.00% | Add +8.9% | 4,480 | $237K |
| Bank of America Corp. | 0.00% | Add +30.2% | 4,138 | $219K |
| Kahn Brothers Group Inc. | 0.04% | New | 4,000 | $212K |
| JPMorgan Chase & Co. | 0.00% | Reduce -61.8% | 3,589 | $190K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 3,254 | $172K |
| MetLife Investment Management, LLC | 0.00% | Add +10.4% | 3,183 | $168K |
| New York State Common Retirement Fund | 0.00% | Add +0.0% | 3,043 | $161K |
| Barclays PLC | 0.00% | Reduce -38.1% | 2,802 | $148K |
| Corebridge Financial, Inc. | 0.00% | — | 2,749 | $145K |
| UBS Group AG | 0.00% | Reduce -57.3% | 2,606 | $138K |
| Wells Fargo & Company | 0.00% | Add +24.7% | 2,245 | $119K |
| Deutsche Bank AG | 0.00% | Reduce -5.8% | 1,620 | $86K |
| Lazard Asset Management LLC | 0.00% | Reduce -33.7% | 1,326 | $70K |
| Citigroup Inc. | 0.00% | Add +34.6% | 1,306 | $69K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +156.6% | 1,219 | $64K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 422 | $22K |
| Russell Investments Group, Ltd. | 0.00% | Add +4544.4% | 418 | $22K |
| Legal & General Group Plc | 0.00% | No change | 404 | $21K |
| California State Teachers Retirement System | 0.00% | Reduce -28.0% | 370 | $20K |
| Picton Mahoney Asset Management | 0.00% | New | 194 | $11K |
| Amalgamated Bank | 0.00% | No change | 172 | $9K |
| FMR LLC | 0.00% | Reduce -70.5% | 64 | $3K |
| Cwm, LLC | 0.00% | Add +2800.0% | 29 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 8 | $423 |
| Osaic Holdings, Inc. | 0.00% | Reduce -100.0% | 3 | $159 |
"% of holder's portfolio" is OBT's weight in each manager's 13F, not the share of Orange County Bancorp Inc. the manager owns.