Orange County BancorpOBT
13F holders, Q4 2024 (December 31)65holders +7
9new positions
3sold out
2famous investors
$55.57avg. 13F price*
At the end of Q4 2024, 65 institutions reported holding Orange County Bancorp Inc. (OBT) in their 13F filings, up 7 from Q3 2024. 9 opened new positions and 3 sold out. The largest holders were Orange Investment Advisors, Inc. ($33.5M), BlackRock, Inc. ($20.2M) and Wellington Management Group LLP ($14.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $967K |
| Exits | 3 | $459K |
All 13F filers, Q3 2024 → Q4 2024: 119,857 shares bought and 83,931 shares sold, net +35,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Orange Investment Advisors, Inc. | 3.79% | Reduce -0.1% | 602,184 | $33.5M |
| BlackRock, Inc. | 0.00% | Add +3.0% | 363,024 | $20.2M |
| Wellington Management Group LLP | 0.00% | No change | 264,755 | $14.7M |
| Banc Funds Co. LLC | 1.46% | Reduce -17.3% | 238,025 | $13.2M |
| Vanguard Group Inc. | 0.00% | Add +7.3% | 225,592 | $12.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.1% | 123,109 | $6.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.2% | 111,161 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -13.2% | 100,751 | $5.6M |
| State Street Corp. | 0.00% | Add +3.5% | 77,600 | $4.3M |
| American Century Companies Inc. | 0.00% | Add +59.8% | 53,753 | $3.0M |
| Northern Trust Corp. | 0.00% | Add +6.6% | 42,933 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +50.5% | 28,038 | $1.6M |
| Hennessy Advisors Inc. | 0.05% | Reduce -20.0% | 28,000 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +19.6% | 22,916 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +34.5% | 19,909 | $1.1M |
| Morgan Stanley | 0.00% | Reduce -1.0% | 19,433 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +129.0% | 19,100 | $1.1M |
| Keybank National Association | 0.00% | No change | 17,500 | $972K |
| Dimensional Fund Advisors LP | 0.00% | Add +40.6% | 17,211 | $956K |
| Citadel Advisors | 0.00% | Add +17.0% | 15,693 | $872K |
| Eagle Ridge Investment Management | 0.07% | No change | 14,200 | $789K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 13,922 | $774K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 12,989 | $722K |
| LPL Financial LLC | 0.00% | New | 11,605 | $645K |
| Barclays PLC | 0.00% | Add +29.7% | 10,292 | $572K |
| Nuveen Asset Management, LLC | 0.00% | No change | 9,965 | $554K |
| Bank of America Corp. | 0.00% | Add +102.9% | 8,682 | $482K |
| Invesco Ltd. | 0.00% | Reduce -16.3% | 8,546 | $475K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 8,394 | $466K |
| Deutsche Bank AG | 0.00% | Add +77.2% | 6,167 | $343K |
| Renaissance Technologies | 0.00% | Add +52.5% | 6,100 | $339K |
| Rhumbline Advisers | 0.00% | Reduce -2.5% | 5,685 | $316K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.9% | 5,394 | $300K |
| Two Sigma Investments, LP | 0.00% | Add +25.8% | 5,294 | $294K |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 4,491 | $250K |
| Citigroup Inc. | 0.00% | Add +7.4% | 4,182 | $232K |
| UBS Group AG | 0.00% | Add +10.3% | 4,142 | $230K |
| Kahn Brothers Group Inc. | 0.05% | No change | 4,000 | $222K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 3,714 | $206K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,183 | $177K |
| Wells Fargo & Company | 0.00% | Add +27.8% | 2,999 | $167K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.6% | 2,904 | $161K |
| New York State Common Retirement Fund | 0.00% | Reduce -13.1% | 2,643 | $147K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 2,541 | $141K |
| SG Americas Securities, LLC | 0.00% | Add +20.1% | 2,194 | $122K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 1,419 | $79K |
| Public Employees Retirement System of Ohio | 0.00% | New | 1,076 | $60K |
| BNP Paribas Financial Markets | 0.00% | New | 833 | $46K |
| Picton Mahoney Asset Management | 0.00% | Add +47.3% | 536 | $30K |
| Legal & General Group Plc | 0.00% | No change | 480 | $27K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 422 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +74.3% | 413 | $23K |
| California State Teachers Retirement System | 0.00% | No change | 370 | $21K |
| Amalgamated Bank | 0.00% | No change | 172 | $10K |
| Sterling Capital Management LLC | 0.00% | Add +925.0% | 164 | $9K |
| FMR LLC | 0.00% | Add +9.9% | 111 | $6K |
| Cwm, LLC | 0.00% | Add +4.2% | 100 | $6K |
| Versant Capital Management, Inc | 0.00% | New | 96 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Add +466.7% | 51 | $3K |
| US Bancorp \de | 0.00% | New | 35 | $2K |
| Creative Planning | 0.00% | New | 25 | $1K |
| GAMMA Investing LLC | 0.00% | New | 21 | $1K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -3.9% | 25 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 8 | $445 |
| Covestor Ltd | 0.00% | New | 5 | $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.