Orange County BancorpOBT
13F holders, Q3 2024 (September 30)58holders +4
7new positions
3sold out
2famous investors
$60.31avg. 13F price*
At the end of Q3 2024, 58 institutions reported holding Orange County Bancorp Inc. (OBT) in their 13F filings, up 4 from Q2 2024. 7 opened new positions and 3 sold out. The largest holders were Orange Investment Advisors, Inc. ($36.4M), BlackRock, Inc. ($21.3M) and Banc Funds Co. LLC ($17.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Orange County Bancorp Inc.
- CUSIP
- 68417L107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.1M |
| Exits | 3 | $892K |
All 13F filers, Q2 2024 → Q3 2024: 116,402 shares bought and 99,743 shares sold, net +16,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Orange Investment Advisors, Inc. | 4.02% | Add +0.7% | 602,918 | $36.4M |
| BlackRock, Inc. | 0.00% | — | 352,482 | $21.3M |
| Banc Funds Co. LLC | 1.88% | Reduce -7.6% | 287,872 | $17.4M |
| Wellington Management Group LLP | 0.00% | No change | 264,755 | $16.0M |
| Vanguard Group Inc. | 0.00% | Add +3.2% | 210,349 | $12.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.6% | 123,199 | $7.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -27.1% | 116,058 | $7.0M |
| Geode Capital Management, LLC | 0.00% | Add +1.5% | 111,414 | $6.7M |
| State Street Corp. | 0.00% | Add +5.7% | 74,966 | $4.5M |
| Northern Trust Corp. | 0.00% | Reduce -2.2% | 40,265 | $2.4M |
| Hennessy Advisors Inc. | 0.07% | Add +0.6% | 35,000 | $2.1M |
| American Century Companies Inc. | 0.00% | Add +163.6% | 33,635 | $2.0M |
| Morgan Stanley | 0.00% | Add +84.1% | 19,621 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | New | 19,164 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.0% | 18,635 | $1.1M |
| Keybank National Association | 0.00% | No change | 17,500 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +154.6% | 14,806 | $893K |
| Eagle Ridge Investment Management | 0.08% | No change | 14,200 | $857K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 13,922 | $840K |
| Citadel Advisors | 0.00% | Add +45.6% | 13,412 | $809K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 12,989 | $783K |
| Dimensional Fund Advisors LP | 0.00% | Add +61.9% | 12,245 | $738K |
| Invesco Ltd. | 0.00% | Reduce -36.3% | 10,209 | $616K |
| Nuveen Asset Management, LLC | 0.00% | No change | 9,965 | $601K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 8,394 | $506K |
| JPMorgan Chase & Co. | 0.00% | Add +132.3% | 8,339 | $503K |
| Barclays PLC | 0.00% | Add +183.2% | 7,934 | $479K |
| Quadrature Capital Ltd | 0.01% | New | 6,353 | $379K |
| Rhumbline Advisers | 0.00% | Add +1.5% | 5,829 | $352K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 5,794 | $350K |
| Royal Bank of Canada | 0.00% | Add +0.7% | 4,511 | $272K |
| Bank of America Corp. | 0.00% | Add +3.4% | 4,279 | $258K |
| Two Sigma Investments, LP | 0.00% | New | 4,210 | $254K |
| Renaissance Technologies | 0.00% | New | 4,000 | $241K |
| Citigroup Inc. | 0.00% | Add +198.2% | 3,894 | $235K |
| UBS Group AG | 0.00% | Add +44.1% | 3,756 | $227K |
| Kahn Brothers Group Inc. | 0.04% | No change | 4,000 | $212K |
| Deutsche Bank AG | 0.00% | Add +114.9% | 3,481 | $210K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,183 | $192K |
| New York State Common Retirement Fund | 0.00% | No change | 3,043 | $184K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -13.8% | 2,804 | $169K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 2,732 | $165K |
| Wells Fargo & Company | 0.00% | Add +4.5% | 2,347 | $142K |
| SG Americas Securities, LLC | 0.00% | New | 1,827 | $110K |
| Lazard Asset Management LLC | 0.00% | Add +0.7% | 1,335 | $80K |
| Legal & General Group Plc | 0.00% | Add +18.8% | 480 | $29K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 422 | $25K |
| California State Teachers Retirement System | 0.00% | No change | 370 | $22K |
| Picton Mahoney Asset Management | 0.00% | Add +87.6% | 364 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -80.6% | 237 | $14K |
| Amalgamated Bank | 0.00% | No change | 172 | $10K |
| FMR LLC | 0.00% | Add +57.8% | 101 | $6K |
| Cwm, LLC | 0.00% | Add +231.0% | 96 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 26 | $2K |
| Sterling Capital Management LLC | 0.00% | — | 16 | $965 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -97.8% | 9 | $543 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 8 | $483 |
| Earned Wealth Advisors, LLC | 0.00% | New | 5 | $302 |
"% of holder's portfolio" is OBT's weight in each manager's 13F, not the share of Orange County Bancorp Inc. the manager owns.