Orange County BancorpOBT
13F holders, Q2 2025 (June 30)95holders +23
27new positions
5sold out
3famous investors
$25.84avg. 13F price*
At the end of Q2 2025, 95 institutions reported holding Orange County Bancorp Inc. (OBT) in their 13F filings, up 23 from Q1 2025. 27 opened new positions and 5 sold out. The largest holders were Orange Investment Advisors, Inc. ($30.0M), BlackRock, Inc. ($29.5M) and Wellington Management Group LLP ($25.0M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $27.9M |
| Exits | 5 | $3.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,420,037 shares bought and 305,337 shares sold, net +2,114,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Orange Investment Advisors, Inc. | 3.29% | Reduce -1.5% | 1,161,617 | $30.0M |
| BlackRock, Inc. | 0.00% | Add +55.1% | 1,141,045 | $29.5M |
| Wellington Management Group LLP | 0.00% | Add +89.8% | 966,410 | $25.0M |
| Vanguard Group Inc. | 0.00% | Add +20.1% | 542,127 | $14.0M |
| Banc Funds Co. LLC | 1.29% | Reduce -23.9% | 329,956 | $8.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +29.8% | 319,723 | $8.3M |
| Alliancebernstein L.P. | 0.00% | Add +46.9% | 285,968 | $7.4M |
| Fourthstone LLC | 1.22% | New | 240,308 | $6.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.6% | 219,526 | $5.7M |
| Endeavour Capital Advisors Inc. | 1.76% | New | 198,200 | $5.1M |
| State Street Corp. | 0.00% | Add +3.1% | 158,315 | $4.1M |
| American Century Companies Inc. | 0.00% | Add +0.4% | 124,512 | $3.2M |
| Maltese Capital Management LLC | 0.44% | New | 120,000 | $3.1M |
| EJF Capital LP | 2.34% | New | 113,938 | $2.9M |
| Brown Brothers Harriman & Co. | 0.01% | New | 84,374 | $2.2M |
| Northern Trust Corp. | 0.00% | Reduce -7.0% | 76,911 | $2.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +48.5% | 67,464 | $1.7M |
| Boothbay Fund Management, LLC | 0.05% | New | 63,380 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +49.8% | 55,181 | $1.4M |
| Bank of America Corp. | 0.00% | Add +181.0% | 52,872 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.3% | 52,520 | $1.4M |
| Azora Capital LP | 0.06% | New | 50,000 | $1.3M |
| Morgan Stanley | 0.00% | Add +60.7% | 48,704 | $1.3M |
| HSBC Holdings PLC | 0.00% | Add +201.4% | 44,478 | $1.1M |
| Barclays PLC | 0.00% | Add +93.6% | 43,845 | $1.1M |
| Marshall Wace, LLP | 0.00% | New | 38,165 | $986K |
| Millennium Management | 0.00% | Add +222.2% | 37,573 | $971K |
| Keybank National Association | 0.00% | No change | 35,000 | $904K |
| Two Sigma Investments, LP | 0.00% | Add +150.2% | 32,867 | $849K |
| Citadel Advisors | 0.00% | Add +0.4% | 31,577 | $816K |
| Carnegie Investment Counsel | 0.01% | No change | 28,400 | $734K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +0.0% | 25,996 | $713K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.1% | 27,269 | $705K |
| PMC FIG Opportunities LLC | 1.05% | New | 27,230 | $704K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 26,998 | $698K |
| Victory Capital Management Inc. | 0.00% | New | 25,250 | $652K |
| Hennessy Advisors Inc. | 0.02% | Reduce -28.6% | 25,000 | $646K |
| Kennedy Capital Management LLC | 0.01% | New | 23,025 | $595K |
| Martingale Asset Management L P | 0.01% | Add +6.1% | 22,761 | $588K |
| LPL Financial LLC | 0.00% | No change | 21,560 | $557K |
| Renaissance Technologies | 0.00% | Add +120.0% | 20,900 | $540K |
| Ameriprise Financial Inc. | 0.00% | Add +4.4% | 20,268 | $524K |
| Gator Capital Management, LLC | 0.16% | New | 20,000 | $517K |
| Squarepoint Ops LLC | 0.00% | New | 18,840 | $487K |
| HighTower Advisors, LLC | 0.00% | Add +63.8% | 16,993 | $439K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 16,896 | $437K |
| Nuveen, LLC | 0.00% | Reduce -24.3% | 15,094 | $390K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -3.3% | 11,880 | $307K |
| Invesco Ltd. | 0.00% | Reduce -16.9% | 11,829 | $306K |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.4% | 11,582 | $299K |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.0% | 10,190 | $263K |
| Rhumbline Advisers | 0.00% | Reduce -6.6% | 9,807 | $253K |
| Persistent Asset Partners Ltd | 0.21% | New | 9,390 | $243K |
| Jane Street Group, LLC | 0.00% | Add +1.1% | 8,824 | $228K |
| Quantinno Capital Management LP | 0.00% | New | 8,344 | $216K |
| Two Sigma Advisers, LP | 0.00% | New | 8,200 | $212K |
| Kahn Brothers Group Inc. | 0.04% | New | 8,000 | $207K |
| Culbertson A N & Co. Inc. | 0.03% | New | 7,800 | $202K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 7,634 | $197K |
| Royal Bank of Canada | 0.00% | Add +7.9% | 7,241 | $187K |
| BNP Paribas Financial Markets | 0.00% | Add +58.1% | 7,074 | $183K |
| MetLife Investment Management, LLC | 0.00% | No change | 6,229 | $161K |
| Wells Fargo & Company | 0.00% | Reduce -5.8% | 5,777 | $149K |
| UBS Group AG | 0.00% | Reduce -16.5% | 5,524 | $143K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -13.5% | 5,223 | $135K |
| Globeflex Capital L P | 0.01% | No change | 4,714 | $122K |
| Raymond James Financial Inc. | 0.00% | New | 4,040 | $104K |
| Citigroup Inc. | 0.00% | Reduce -49.5% | 3,842 | $99K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +706.8% | 3,453 | $89K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,838 | $73K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 1,870 | $48K |
| FMR LLC | 0.00% | Add +620.6% | 1,326 | $34K |
| New York State Common Retirement Fund | 0.00% | Reduce -75.7% | 1,286 | $33K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,086 | $28K |
| Legal & General Group Plc | 0.00% | Reduce -2.6% | 935 | $24K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 844 | $22K |
| Versant Capital Management, Inc | 0.00% | Add +56.8% | 765 | $20K |
| California State Teachers Retirement System | 0.00% | No change | 740 | $19K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 684 | $18K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3156.3% | 521 | $13K |
| Cwm, LLC | 0.00% | Add +222.9% | 494 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 363 | $9K |
| Amalgamated Bank | 0.00% | No change | 344 | $9K |
| Sterling Capital Management LLC | 0.00% | Add +8.0% | 190 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 82 | $2K |
| Arax Advisory Partners | 0.00% | Add +121.4% | 62 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 42 | $1K |
| Allworth Financial LP | 0.00% | New | 24 | $621 |
| Point72 (DIFC) Ltd | 0.00% | New | 22 | $568 |
| Essential Partners LLC | 0.00% | — | 21 | $543 |
| IFP Advisors, Inc | 0.00% | New | 18 | $465 |
| Russell Investments Group, Ltd. | 0.00% | No change | 18 | $465 |
| True Wealth Design, LLC | 0.00% | No change | 2 | $52 |
| Osaic Holdings, Inc. | 0.00% | New | 1 | $26 |
| Covestor Ltd | 0.00% | Add +66.7% | 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.