Orange County BancorpOBT
13F holders, Q1 2026 (March 31)104holders +9
15new positions
8sold out
4famous investors
$31.88avg. 13F price*
At the end of Q1 2026, 104 institutions reported holding Orange County Bancorp Inc. (OBT) in their 13F filings, up 9 from Q4 2025. 15 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($60.5M), Orange Investment Advisors, Inc. ($33.9M) and Wellington Management Group LLP ($15.9M). 4 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Orange County Bancorp Inc.
- CUSIP
- 68417L107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $4.9M |
| Exits | 8 | $3.7M |
All 13F filers, Q4 2025 → Q1 2026: 483,785 shares bought and 574,417 shares sold, net −90,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| BlackRock, Inc. | 0.00% | Reduce -2.6% | 1,892,320 | $60.5M |
| Orange Investment Advisors, Inc. | 4.40% | Reduce -3.6% | 1,061,490 | $33.9M |
| Wellington Management Group LLP | 0.00% | Reduce -13.4% | 497,422 | $15.9M |
| Vanguard Capital Management LLC | 0.00% | — | 461,702 | $14.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.3% | 309,310 | $9.9M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 260,473 | $8.3M |
| American Century Companies Inc. | 0.00% | Add +41.4% | 235,280 | $7.5M |
| Banc Funds Co. LLC | 1.18% | No change | 197,536 | $6.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -10.4% | 219,199 | $6.3M |
| State Street Corp. | 0.00% | Add +12.6% | 187,148 | $6.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +29.9% | 126,936 | $4.1M |
| Morgan Stanley | 0.00% | Add +82.3% | 101,188 | $3.2M |
| Northern Trust Corp. | 0.00% | Add +3.4% | 88,710 | $2.8M |
| Marshall Wace, LLP | 0.00% | Add +62.0% | 87,866 | $2.8M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 84,374 | $2.7M |
| EJF Capital LP | 1.82% | Reduce -11.3% | 80,842 | $2.6M |
| Two Sigma Investments, LP | 0.00% | Add +96.9% | 78,305 | $2.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 72,075 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.8% | 72,028 | $2.3M |
| Vanguard Portfolio Management LLC | 0.00% | — | 67,800 | $2.2M |
| Maltese Capital Management LLC | 0.34% | New | 52,573 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.8% | 50,444 | $1.6M |
| Bank of America Corp. | 0.00% | Add +30.4% | 47,658 | $1.5M |
| Millennium Management | 0.00% | Add +8.1% | 47,538 | $1.5M |
| HSBC Holdings PLC | 0.00% | Reduce -12.1% | 46,800 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +101.2% | 43,097 | $1.4M |
| Nuveen, LLC | 0.00% | Add +37.3% | 42,354 | $1.4M |
| First Trust Advisors LP | 0.00% | Reduce -0.9% | 37,878 | $1.2M |
| Keybank National Association | 0.00% | No change | 35,000 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -10.5% | 34,000 | $1.1M |
| Barclays PLC | 0.00% | Reduce -36.3% | 33,498 | $1.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.1% | 32,789 | $1.0M |
| Carnegie Investment Counsel | 0.02% | Add +10.7% | 31,428 | $1.0M |
| AQR Capital Management | 0.00% | Add +32.6% | 29,194 | $934K |
| Quantinno Capital Management LP | 0.00% | Add +25.9% | 28,841 | $922K |
| Fourthstone LLC | 0.15% | Reduce -85.8% | 27,384 | $876K |
| SummerHaven Investment Management, LLC | 0.53% | Reduce -11.0% | 27,187 | $869K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 26,998 | $863K |
| Martingale Asset Management L P | 0.02% | No change | 24,780 | $792K |
| Renaissance Technologies | 0.00% | Add +169.4% | 22,900 | $732K |
| Gator Capital Management, LLC | 0.15% | Add +5.6% | 21,570 | $690K |
| LPL Financial LLC | 0.00% | Reduce -4.8% | 21,219 | $679K |
| Citadel Advisors | 0.00% | New | 21,050 | $673K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 17,876 | $572K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 16,828 | $538K |
| Numerai GP LLC | 0.05% | New | 15,341 | $491K |
| XTX Topco Ltd | 0.01% | New | 12,589 | $403K |
| Squarepoint Ops LLC | 0.00% | Reduce -53.7% | 12,455 | $398K |
| Hillsdale Investment Management Inc. | 0.01% | No change | 12,200 | $390K |
| Qube Research & Technologies Ltd | 0.00% | New | 11,130 | $356K |
| BNP Paribas Financial Markets | 0.00% | Add +33.1% | 10,879 | $348K |
| Rhumbline Advisers | 0.00% | Add +3.5% | 10,553 | $337K |
| Thrivent Financial for Lutherans | 0.00% | No change | 9,761 | $312K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +14.4% | 9,559 | $306K |
| T. Rowe Price Associates Inc. | 0.00% | New | 9,409 | $301K |
| Daytona Street Capital LLC | 0.20% | No change | 8,000 | $261K |
| Kahn Brothers Group Inc. | 0.05% | No change | 8,000 | $256K |
| HighTower Advisors, LLC | 0.00% | Add +1.0% | 7,556 | $242K |
| MetLife Investment Management, LLC | 0.00% | Add +14.2% | 7,112 | $227K |
| Ieq Capital, LLC | 0.00% | New | 6,411 | $205K |
| Invesco Ltd. | 0.00% | New | 6,317 | $202K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.5% | 5,552 | $178K |
| JPMorgan Chase & Co. | 0.00% | Reduce -53.0% | 4,767 | $154K |
| Globeflex Capital L P | 0.02% | No change | 4,714 | $151K |
| Wells Fargo & Company | 0.00% | Reduce -66.4% | 4,364 | $140K |
| Deutsche Bank AG | 0.00% | Reduce -55.9% | 4,293 | $137K |
| UBS Group AG | 0.00% | Reduce -14.3% | 4,005 | $128K |
| Vanguard Global Advisers, LLC | 0.00% | — | 3,762 | $120K |
| New York State Common Retirement Fund | 0.00% | No change | 3,086 | $99K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,838 | $91K |
| Cwm, LLC | 0.00% | Add +25.6% | 1,883 | $60K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +208.5% | 1,558 | $50K |
| FMR LLC | 0.00% | Add +41.2% | 1,395 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,086 | $35K |
| Legal & General Group Plc | 0.00% | Reduce -5.2% | 1,032 | $33K |
| Royal Bank of Canada | 0.00% | Add +108.3% | 1,029 | $33K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -10.2% | 892 | $29K |
| Versant Capital Management, Inc | 0.00% | No change | 858 | $27K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 844 | $27K |
| California State Teachers Retirement System | 0.00% | Reduce -12.1% | 632 | $20K |
| Citigroup Inc. | 0.00% | Reduce -78.0% | 609 | $19K |
| State of Alaska, Department of Revenue | 0.00% | No change | 476 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.1% | 382 | $12K |
| Accent Capital Management, LLC | 0.01% | New | 363 | $12K |
| Sterling Capital Management LLC | 0.00% | Reduce -40.6% | 297 | $9K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +159.3% | 210 | $7K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 154 | $5K |
| Essential Partners LLC | 0.00% | No change | 129 | $4K |
| Optiver Holding B.V. | 0.00% | Reduce -28.2% | 122 | $4K |
| Arax Advisory Partners | 0.00% | Add +11.0% | 91 | $3K |
| Allworth Financial LP | 0.00% | Add +65.6% | 53 | $2K |
| MAI Capital Management | 0.00% | Add +975.0% | 43 | $1K |
| GAMMA Investing LLC | 0.00% | No change | 42 | $1K |
| Rothschild Investment LLC | 0.00% | Add +480.0% | 29 | $927 |
| Basecamp Wealth Advisors LLC | 0.00% | New | 12 | $384 |
| Farther Finance Advisors, LLC | 0.00% | No change | 11 | $356 |
| True Wealth Design, LLC | 0.00% | Reduce -8.3% | 11 | $352 |
| IFP Advisors, Inc | 0.00% | Reduce -69.2% | 8 | $256 |
| SJS Investment Consulting Inc. | 0.00% | New | 4 | $128 |
| Sunbelt Securities, Inc. | 0.00% | No change | 3 | $96 |
"% of holder's portfolio" is OBT's weight in each manager's 13F, not the share of Orange County Bancorp Inc. the manager owns.