Orange County BancorpOBT
13F holders, Q4 2025 (December 31)95holders +1
7new positions
7sold out
3famous investors
$28.55avg. 13F price*
At the end of Q4 2025, 95 institutions reported holding Orange County Bancorp Inc. (OBT) in their 13F filings, up 1 from Q3 2025. 7 opened new positions and 7 sold out. The largest holders were BlackRock, Inc. ($55.5M), Orange Investment Advisors, Inc. ($31.5M) and Vanguard Group Inc. ($16.5M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $610K |
| Exits | 7 | $1.5M |
All 13F filers, Q3 2025 → Q4 2025: 279,039 shares bought and 316,039 shares sold, net −37,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| BlackRock, Inc. | 0.00% | Reduce -1.5% | 1,942,349 | $55.5M |
| Orange Investment Advisors, Inc. | 3.48% | Reduce -5.2% | 1,101,617 | $31.5M |
| Vanguard Group Inc. | 0.00% | Add +4.9% | 577,955 | $16.5M |
| Wellington Management Group LLP | 0.00% | Reduce -2.9% | 574,270 | $16.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.8% | 313,467 | $8.9M |
| Geode Capital Management, LLC | 0.00% | Add +3.6% | 258,623 | $7.4M |
| Alliancebernstein L.P. | 0.00% | Add +0.5% | 244,668 | $7.0M |
| Banc Funds Co. LLC | 1.12% | Reduce -20.3% | 197,536 | $5.6M |
| Fourthstone LLC | 1.03% | Add +169.9% | 192,846 | $5.5M |
| American Century Companies Inc. | 0.00% | Add +1.7% | 166,405 | $4.8M |
| State Street Corp. | 0.00% | Add +1.5% | 166,234 | $4.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +16.5% | 97,731 | $2.8M |
| EJF Capital LP | 1.48% | Reduce -22.0% | 91,164 | $2.6M |
| Northern Trust Corp. | 0.00% | Reduce -4.0% | 85,797 | $2.4M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 84,374 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.0% | 70,769 | $2.0M |
| Morgan Stanley | 0.00% | Add +15.7% | 55,519 | $1.6M |
| Marshall Wace, LLP | 0.00% | Add +6.3% | 54,236 | $1.5M |
| Azora Capital LP | 0.10% | Add +7.4% | 53,679 | $1.5M |
| HSBC Holdings PLC | 0.00% | Reduce -0.0% | 53,261 | $1.5M |
| Barclays PLC | 0.00% | Add +5.5% | 52,551 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.7% | 51,900 | $1.5M |
| Millennium Management | 0.00% | Reduce -16.3% | 43,997 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -24.8% | 39,768 | $1.1M |
| First Trust Advisors LP | 0.00% | Add +18.9% | 38,234 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Add +10.5% | 38,000 | $1.1M |
| Bank of America Corp. | 0.00% | Add +17.0% | 36,553 | $1.0M |
| Keybank National Association | 0.00% | No change | 35,000 | $999K |
| Kennedy Capital Management LLC | 0.02% | No change | 32,785 | $936K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.0% | 32,420 | $926K |
| Nuveen, LLC | 0.00% | No change | 30,854 | $881K |
| SummerHaven Investment Management, LLC | 0.49% | No change | 30,542 | $872K |
| Carnegie Investment Counsel | 0.01% | No change | 28,400 | $811K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 26,998 | $771K |
| Squarepoint Ops LLC | 0.00% | Reduce -36.8% | 26,886 | $768K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +0.1% | 26,116 | $758K |
| Martingale Asset Management L P | 0.02% | Add +8.9% | 24,780 | $707K |
| Quantinno Capital Management LP | 0.00% | Add +123.7% | 22,904 | $654K |
| LPL Financial LLC | 0.00% | Add +4.1% | 22,285 | $636K |
| AQR Capital Management | 0.00% | Add +11.1% | 22,020 | $629K |
| Ameriprise Financial Inc. | 0.00% | Add +19.6% | 21,419 | $612K |
| Gator Capital Management, LLC | 0.12% | Add +1.2% | 20,425 | $583K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 16,828 | $480K |
| Two Sigma Advisers, LP | 0.00% | Add +15.9% | 14,600 | $417K |
| Wells Fargo & Company | 0.00% | Add +54.1% | 13,001 | $371K |
| Hillsdale Investment Management Inc. | 0.01% | No change | 12,200 | $348K |
| Rhumbline Advisers | 0.00% | Reduce -3.8% | 10,196 | $291K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.0% | 10,135 | $289K |
| Thrivent Financial for Lutherans | 0.00% | Add +19.6% | 9,761 | $279K |
| Deutsche Bank AG | 0.00% | Reduce -15.8% | 9,744 | $278K |
| Renaissance Technologies | 0.00% | Reduce -22.0% | 8,500 | $243K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -10.6% | 8,352 | $238K |
| Culbertson A N & Co. Inc. | 0.03% | New | 8,300 | $237K |
| BNP Paribas Financial Markets | 0.00% | Reduce -21.3% | 8,173 | $233K |
| Daytona Street Capital LLC | 0.18% | — | 8,000 | $228K |
| Kahn Brothers Group Inc. | 0.04% | No change | 8,000 | $228K |
| HighTower Advisors, LLC | 0.00% | New | 7,478 | $214K |
| MetLife Investment Management, LLC | 0.00% | No change | 6,229 | $178K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.2% | 5,416 | $155K |
| SG Americas Securities, LLC | 0.00% | New | 5,098 | $146K |
| Globeflex Capital L P | 0.02% | No change | 4,714 | $135K |
| UBS Group AG | 0.00% | Reduce -77.0% | 4,674 | $133K |
| New York State Common Retirement Fund | 0.00% | No change | 3,086 | $88K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,838 | $81K |
| Citigroup Inc. | 0.00% | Add +170.6% | 2,765 | $79K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 1,870 | $53K |
| Cwm, LLC | 0.00% | Add +10.6% | 1,499 | $43K |
| Legal & General Group Plc | 0.00% | No change | 1,089 | $31K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,086 | $31K |
| Russell Investments Group, Ltd. | 0.00% | No change | 993 | $28K |
| FMR LLC | 0.00% | Add +60.9% | 988 | $28K |
| Versant Capital Management, Inc | 0.00% | Reduce -15.6% | 858 | $24K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 844 | $24K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.8% | 814 | $22K |
| California State Teachers Retirement System | 0.00% | Reduce -3.0% | 719 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -22.1% | 505 | $14K |
| Sterling Capital Management LLC | 0.00% | Reduce -13.8% | 500 | $14K |
| Royal Bank of Canada | 0.00% | Reduce -26.3% | 494 | $14K |
| State of Alaska, Department of Revenue | 0.00% | New | 476 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +356.1% | 374 | $11K |
| Amalgamated Bank | 0.00% | Add +6.7% | 367 | $10K |
| Optiver Holding B.V. | 0.00% | No change | 170 | $5K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -70.4% | 154 | $4K |
| Essential Partners LLC | 0.00% | Reduce -7.9% | 129 | $4K |
| Arax Advisory Partners | 0.00% | Reduce -86.4% | 82 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.2% | 81 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 42 | $1K |
| Allworth Financial LP | 0.00% | Reduce -8.6% | 32 | $914 |
| IFP Advisors, Inc | 0.00% | No change | 26 | $742 |
| True Wealth Design, LLC | 0.00% | No change | 12 | $343 |
| Farther Finance Advisors, LLC | 0.00% | New | 11 | $314 |
| Rothschild Investment LLC | 0.00% | New | 5 | $143 |
| MAI Capital Management | 0.00% | New | 4 | $115 |
| Sunbelt Securities, Inc. | 0.00% | Add +200.0% | 3 | $86 |
| Covestor Ltd | 0.00% | Add +100.0% | 6 | $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.