Orange County BancorpOBT
13F holders, Q3 2025 (September 30)94holders −1
12new positions
13sold out
3famous investors
$25.21avg. 13F price*
At the end of Q3 2025, 94 institutions reported holding Orange County Bancorp Inc. (OBT) in their 13F filings, down 1 from Q2 2025. 12 opened new positions and 13 sold out. The largest holders were BlackRock, Inc. ($49.7M), Orange Investment Advisors, Inc. ($29.3M) and Wellington Management Group LLP ($14.9M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Orange County Bancorp Inc.
- CUSIP
- 68417L107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.6M |
| Exits | 13 | $10.4M |
All 13F filers, Q2 2025 → Q3 2025: 1,256,428 shares bought and 1,237,986 shares sold, net +18,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| BlackRock, Inc. | 0.00% | Add +72.8% | 1,971,236 | $49.7M |
| Orange Investment Advisors, Inc. | 3.05% | No change | 1,161,617 | $29.3M |
| Wellington Management Group LLP | 0.00% | Reduce -38.8% | 591,549 | $14.9M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 550,920 | $13.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.2% | 316,012 | $8.0M |
| Geode Capital Management, LLC | 0.00% | Add +13.7% | 249,668 | $6.3M |
| Banc Funds Co. LLC | 1.09% | Reduce -24.9% | 247,853 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -14.9% | 243,468 | $6.1M |
| State Street Corp. | 0.00% | Add +3.5% | 163,788 | $4.1M |
| American Century Companies Inc. | 0.00% | Add +31.4% | 163,658 | $4.1M |
| EJF Capital LP | 1.71% | Add +2.5% | 116,824 | $2.9M |
| Northern Trust Corp. | 0.00% | Add +16.2% | 89,371 | $2.3M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 84,374 | $2.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +24.3% | 83,886 | $2.1M |
| Fourthstone LLC | 0.32% | Reduce -70.3% | 71,444 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +9.4% | 57,458 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.2% | 55,277 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Add +60.8% | 52,862 | $1.3M |
| HSBC Holdings PLC | 0.00% | Add +19.8% | 53,265 | $1.3M |
| Millennium Management | 0.00% | Add +39.9% | 52,556 | $1.3M |
| Marshall Wace, LLP | 0.00% | Add +33.7% | 51,011 | $1.3M |
| Azora Capital LP | 0.06% | No change | 50,000 | $1.3M |
| Barclays PLC | 0.00% | Add +13.7% | 49,830 | $1.3M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 48,006 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Add +125.8% | 42,533 | $1.1M |
| Keybank National Association | 0.00% | No change | 35,000 | $882K |
| Victory Capital Management Inc. | 0.00% | Add +36.2% | 34,396 | $867K |
| Kennedy Capital Management LLC | 0.02% | Add +42.4% | 32,785 | $827K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +18.9% | 32,415 | $817K |
| First Trust Advisors LP | 0.00% | New | 32,153 | $811K |
| Bank of America Corp. | 0.00% | Reduce -40.9% | 31,250 | $788K |
| Nuveen, LLC | 0.00% | Add +104.4% | 30,854 | $778K |
| SummerHaven Investment Management, LLC | 0.45% | New | 30,542 | $770K |
| Carnegie Investment Counsel | 0.01% | No change | 28,400 | $716K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 26,998 | $681K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +0.3% | 26,078 | $639K |
| Martingale Asset Management L P | 0.01% | No change | 22,761 | $574K |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 21,410 | $540K |
| UBS Group AG | 0.00% | Add +268.6% | 20,361 | $513K |
| Gator Capital Management, LLC | 0.13% | Add +0.9% | 20,180 | $509K |
| AQR Capital Management | 0.00% | New | 19,824 | $500K |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.6% | 17,915 | $452K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 16,874 | $425K |
| Jane Street Group, LLC | 0.00% | Add +53.7% | 13,562 | $342K |
| Two Sigma Advisers, LP | 0.00% | Add +53.7% | 12,600 | $318K |
| Hillsdale Investment Management Inc. | 0.01% | New | 12,200 | $308K |
| Jacobs Levy Equity Management, Inc. | 0.00% | No change | 11,880 | $299K |
| Deutsche Bank AG | 0.00% | New | 11,566 | $292K |
| Renaissance Technologies | 0.00% | Reduce -47.9% | 10,900 | $275K |
| JPMorgan Chase & Co. | 0.00% | Add +4.7% | 10,666 | $269K |
| Rhumbline Advisers | 0.00% | Add +8.1% | 10,600 | $267K |
| BNP Paribas Financial Markets | 0.00% | Add +46.7% | 10,379 | $262K |
| Quantinno Capital Management LP | 0.00% | Add +22.7% | 10,238 | $258K |
| Invesco Ltd. | 0.00% | Reduce -19.4% | 9,529 | $240K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 9,342 | $236K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | New | 8,500 | $214K |
| Wells Fargo & Company | 0.00% | Add +46.1% | 8,438 | $213K |
| Thrivent Financial for Lutherans | 0.00% | New | 8,162 | $206K |
| Kahn Brothers Group Inc. | 0.04% | No change | 8,000 | $202K |
| Algert Global LLC | 0.00% | New | 7,944 | $200K |
| Maltese Capital Management LLC | 0.03% | Reduce -93.4% | 7,921 | $200K |
| MetLife Investment Management, LLC | 0.00% | No change | 6,229 | $157K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 5,426 | $137K |
| Globeflex Capital L P | 0.02% | No change | 4,714 | $119K |
| New York State Common Retirement Fund | 0.00% | Add +140.0% | 3,086 | $78K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,838 | $72K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 1,870 | $47K |
| Cwm, LLC | 0.00% | Add +174.5% | 1,356 | $34K |
| Legal & General Group Plc | 0.00% | Add +16.5% | 1,089 | $27K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,086 | $27K |
| Citigroup Inc. | 0.00% | Reduce -73.4% | 1,022 | $26K |
| Versant Capital Management, Inc | 0.00% | Add +32.9% | 1,017 | $26K |
| Russell Investments Group, Ltd. | 0.00% | Add +5416.7% | 993 | $25K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 844 | $21K |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 741 | $19K |
| Royal Bank of Canada | 0.00% | Reduce -90.8% | 670 | $17K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 685 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -81.2% | 648 | $16K |
| FMR LLC | 0.00% | Reduce -53.7% | 614 | $15K |
| Arax Advisory Partners | 0.00% | Add +871.0% | 602 | $15K |
| Sterling Capital Management LLC | 0.00% | Add +205.3% | 580 | $15K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 521 | $13K |
| Amalgamated Bank | 0.00% | No change | 344 | $9K |
| Optiver Holding B.V. | 0.00% | New | 170 | $4K |
| Essential Partners LLC | 0.00% | Add +566.7% | 140 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -77.4% | 82 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 82 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 42 | $1K |
| Allworth Financial LP | 0.00% | Add +45.8% | 35 | $883 |
| IFP Advisors, Inc | 0.00% | Add +44.4% | 26 | $655 |
| True Wealth Design, LLC | 0.00% | Add +500.0% | 12 | $303 |
| Sunbelt Securities, Inc. | 0.00% | New | 1 | $25 |
| Osaic Holdings, Inc. | 0.00% | No change | 1 | $25 |
| Covestor Ltd | 0.00% | Reduce -40.0% | 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.