Orange County BancorpOBT
13F holders, Q1 2025 (March 31)72holders +7
12new positions
4sold out
3famous investors
$23.39avg. 13F price*
At the end of Q1 2025, 72 institutions reported holding Orange County Bancorp Inc. (OBT) in their 13F filings, up 7 from Q4 2024. 12 opened new positions and 4 sold out. The largest holders were Orange Investment Advisors, Inc. ($27.6M), BlackRock, Inc. ($17.2M) and Wellington Management Group LLP ($11.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.7M |
| Exits | 4 | $347K |
All 13F filers, Q4 2024 → Q1 2025: 299,603 shares bought and 208,319 shares sold, net +91,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Orange Investment Advisors, Inc. | 3.29% | Reduce -2.1% | 1,178,905 | $27.6M |
| BlackRock, Inc. | 0.00% | Add +1.4% | 735,827 | $17.2M |
| Wellington Management Group LLP | 0.00% | Reduce -3.8% | 509,258 | $11.9M |
| Vanguard Group Inc. | 0.00% | No change | 451,212 | $10.6M |
| Banc Funds Co. LLC | 1.34% | Reduce -8.9% | 433,632 | $10.1M |
| Manufacturers Life Insurance Company, The | 0.01% | No change | 246,240 | $5.8M |
| Geode Capital Management, LLC | 0.00% | Add +1.4% | 225,482 | $5.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.4% | 194,662 | $4.6M |
| State Street Corp. | 0.00% | Reduce -1.1% | 153,492 | $3.6M |
| American Century Companies Inc. | 0.00% | Add +15.3% | 123,996 | $2.9M |
| Meeder Advisory Services, Inc. | 0.16% | New | 113,749 | $2.7M |
| Northern Trust Corp. | 0.00% | Reduce -3.7% | 82,703 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.1% | 53,772 | $1.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +31.9% | 45,414 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.5% | 36,838 | $862K |
| Hennessy Advisors Inc. | 0.03% | Reduce -37.5% | 35,000 | $819K |
| Keybank National Association | 0.00% | No change | 35,000 | $819K |
| Citadel Advisors | 0.00% | Add +0.2% | 31,458 | $736K |
| Morgan Stanley | 0.00% | Reduce -22.0% | 30,313 | $709K |
| Carnegie Investment Counsel | 0.02% | New | 28,400 | $664K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 27,844 | $651K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 26,998 | $631K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 25,985 | $608K |
| Barclays PLC | 0.00% | Add +10.0% | 22,649 | $530K |
| LPL Financial LLC | 0.00% | Reduce -7.1% | 21,560 | $504K |
| Martingale Asset Management L P | 0.01% | New | 21,461 | $502K |
| Nuveen, LLC | 0.00% | — | 19,930 | $466K |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.7% | 19,586 | $458K |
| Ameriprise Financial Inc. | 0.00% | Reduce -57.7% | 19,406 | $454K |
| Bank of America Corp. | 0.00% | Add +8.3% | 18,813 | $440K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 16,871 | $395K |
| HSBC Holdings PLC | 0.00% | New | 14,757 | $345K |
| Invesco Ltd. | 0.00% | Reduce -16.7% | 14,230 | $333K |
| Two Sigma Investments, LP | 0.00% | Add +24.1% | 13,134 | $307K |
| Susquehanna International Group, LLP | 0.00% | New | 13,066 | $306K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Add +65.4% | 12,283 | $287K |
| Millennium Management | 0.00% | New | 11,660 | $273K |
| Deutsche Bank AG | 0.00% | Reduce -12.8% | 10,749 | $251K |
| Rhumbline Advisers | 0.00% | Reduce -7.6% | 10,501 | $246K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.8% | 10,376 | $243K |
| Renaissance Technologies | 0.00% | Reduce -22.1% | 9,500 | $222K |
| Jane Street Group, LLC | 0.00% | New | 8,727 | $204K |
| Citigroup Inc. | 0.00% | Reduce -9.0% | 7,615 | $178K |
| Royal Bank of Canada | 0.00% | Reduce -25.3% | 6,711 | $156K |
| UBS Group AG | 0.00% | Reduce -20.2% | 6,614 | $155K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.1% | 6,229 | $146K |
| Wells Fargo & Company | 0.00% | Add +2.3% | 6,133 | $143K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 6,036 | $141K |
| New York State Common Retirement Fund | 0.00% | No change | 5,286 | $124K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 5,007 | $117K |
| Globeflex Capital L P | 0.01% | New | 4,714 | $110K |
| BNP Paribas Financial Markets | 0.00% | Add +168.5% | 4,473 | $105K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,838 | $66K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -13.1% | 1,870 | $44K |
| Acadian Asset Management LLC | 0.00% | New | 1,052 | $24K |
| Legal & General Group Plc | 0.00% | No change | 960 | $22K |
| Picton Mahoney Asset Management | 0.00% | Reduce -9.5% | 970 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 844 | $20K |
| California State Teachers Retirement System | 0.00% | No change | 740 | $17K |
| Versant Capital Management, Inc | 0.00% | Add +154.2% | 488 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -48.2% | 428 | $10K |
| Amalgamated Bank | 0.00% | No change | 344 | $8K |
| FMR LLC | 0.00% | Reduce -17.1% | 184 | $4K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.3% | 176 | $4K |
| Cwm, LLC | 0.00% | Reduce -23.5% | 153 | $4K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +64.0% | 82 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 42 | $982 |
| Arax Advisory Partners | 0.00% | New | 28 | $655 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -82.3% | 18 | $421 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 16 | $374 |
| True Wealth Design, LLC | 0.00% | New | 2 | $47 |
| Covestor Ltd | 0.00% | Reduce -70.0% | 3 | $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.