Orange County BancorpOBT

13F holders, Q2 2026 (June 30)
111holders +7
14new positions
4sold out
4famous investors
$36.67avg. 13F price*

At the end of Q2 2026, 111 institutions reported holding Orange County Bancorp Inc. (OBT) in their 13F filings, up 7 from Q1 2026. 14 opened new positions and 4 sold out. The largest holders were BlackRock, Inc. ($72.1M), Orange Investment Advisors, Inc. ($39.0M) and Vanguard Capital Management LLC ($17.3M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Orange County Bancorp Inc.
CUSIP
68417L107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 51Q1 2024Q2 2024: 54Q2 2024Q3 2024: 58Q3 2024Q4 2024: 65Q4 2024Q1 2025: 72Q1 2025Q2 2025: 95Q2 2025Q3 2025: 94Q3 2025Q4 2025: 95Q4 2025Q1 2026: 104Q1 2026Q2 2026: 111Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions14$3.2M
Exits4$1.4M

All 13F filers, Q1 2026 → Q2 2026: 674,354 shares bought and 621,714 shares sold, net +52,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 111 holders

BlackRock, Inc. 0.00% Add +3.6% 1,960,135 $72.1M
Orange Investment Advisors, Inc. 4.74% Reduce -0.1% 1,060,922 $39.0M
Vanguard Capital Management LLC 0.00% Add +2.0% 471,006 $17.3M
American Century Companies Inc. 0.01% Add +32.5% 311,740 $11.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.6% 307,530 $11.3M
Geode Capital Management, LLC 0.00% Add +11.4% 290,181 $10.7M
State Street Corp. 0.00% Add +15.6% 216,289 $8.0M
Banc Funds Co. LLC 1.13% Reduce -5.8% 186,035 $6.8M
Dimensional Fund Advisors LP 0.00% Add +21.2% 153,814 $5.7M
Alliancebernstein L.P. 0.00% Reduce -25.2% 163,889 $5.2M
Morgan Stanley 0.00% Add +9.6% 110,940 $4.1M
AQR Capital Management 0.00% Add +270.1% 108,045 $4.0M
Two Sigma Investments, LP 0.00% Add +29.8% 101,648 $3.7M
Northern Trust Corp. 0.00% Add +11.5% 98,930 $3.6M
Wellington Management Group LLP 0.00% Reduce -80.2% 98,314 $3.6M
Vanguard Portfolio Management LLC 0.00% Add +26.5% 85,765 $3.2M
Brown Brothers Harriman & Co. 0.01% No change 84,374 $3.1M
Marshall Wace, LLP 0.00% Reduce -12.8% 76,592 $2.8M
Goldman Sachs Group Inc. 0.00% Add +5.0% 75,601 $2.8M
Vanguard Fiduciary Trust Co. 0.00% Add +0.3% 72,328 $2.7M
EJF Capital LP 1.74% Reduce -12.7% 70,543 $2.6M
Bank of America Corp. 0.00% Add +21.3% 57,789 $2.1M
Bank of New York Mellon Corp 0.00% Add +9.2% 55,095 $2.0M
Renaissance Technologies 0.00% Add +114.4% 49,100 $1.8M
Ameriprise Financial Inc. 0.00% Add +3.9% 44,789 $1.6M
HSBC Holdings PLC 0.00% Reduce -7.2% 43,429 $1.6M
Qube Research & Technologies Ltd 0.00% Add +266.3% 40,764 $1.5M
First Trust Advisors LP 0.00% Add +4.1% 39,446 $1.5M
Charles Schwab Investment Management Inc. 0.00% Add +15.0% 37,711 $1.4M
Arrowstreet Capital, Limited Partnership 0.00% Add +108.5% 37,278 $1.4M
Elizabeth Park Capital Advisors, Ltd. 0.94% New 37,050 $1.4M
Quantinno Capital Management LP 0.00% Add +22.1% 35,205 $1.3M
Keybank National Association 0.00% No change 35,000 $1.3M
Victory Capital Management Inc. 0.00% Add +2.8% 34,950 $1.3M
Carnegie Investment Counsel 0.02% No change 31,428 $1.2M
SummerHaven Investment Management, LLC 0.54% No change 27,187 $1000K
Maltese Capital Management LLC 0.18% Reduce -48.6% 27,000 $993K
XTX Topco Ltd 0.01% Add +111.7% 26,655 $980K
Millennium Management 0.00% Reduce -44.1% 26,580 $978K
Citadel Advisors 0.00% Add +24.3% 26,156 $962K
Barclays PLC 0.00% Reduce -22.6% 25,917 $953K
Martingale Asset Management L P 0.02% No change 24,780 $911K
BNP Paribas Financial Markets 0.00% Add +111.0% 22,959 $844K
JPMorgan Chase & Co. 0.00% Add +368.6% 22,336 $832K
Gator Capital Management, LLC 0.17% Add +2.1% 22,020 $810K
LPL Financial LLC 0.00% Add +0.2% 21,260 $782K
Nuveen, LLC 0.00% Reduce -50.2% 21,075 $775K
Commonwealth Equity Services, LLC 0.00% Add +3.0% 17,328 $637K
Squarepoint Ops LLC 0.00% Add +26.5% 15,756 $580K
Rhumbline Advisers 0.00% Add +19.7% 12,635 $465K
Deutsche Bank AG 0.00% Add +189.7% 12,435 $457K
Wells Fargo & Company 0.00% Add +149.5% 10,890 $401K
UBS Group AG 0.00% Add +158.5% 10,352 $381K
Voleon Capital Management LP 0.01% New 9,964 $366K
T. Rowe Price Associates Inc. 0.00% Add +4.8% 9,858 $363K
HighTower Advisors, LLC 0.00% Add +25.9% 9,516 $350K
MetLife Investment Management, LLC 0.00% Add +22.2% 8,694 $320K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -13.4% 8,278 $304K
Invesco Ltd. 0.00% Add +29.4% 8,171 $301K
Daytona Street Capital LLC 0.22% No change 8,000 $295K
Kahn Brothers Group Inc. 0.05% No change 8,000 $294K
Hillsdale Investment Management Inc. 0.01% Reduce -34.4% 8,000 $294K
Ieq Capital, LLC 0.00% Add +10.2% 7,062 $260K
Mercer Global Advisors Inc. 0.00% New 6,881 $253K
Quadrature Capital Ltd 0.00% New 6,654 $245K
Thrivent Financial for Lutherans 0.00% Reduce -32.3% 6,611 $243K
Citigroup Inc. 0.00% Add +955.0% 6,425 $236K
Y-Intercept (Hong Kong) Ltd 0.00% New 6,323 $233K
New York State Common Retirement Fund 0.00% Add +90.7% 5,886 $216K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.9% 5,824 $214K
Culbertson A N & Co. Inc. 0.02% New 5,800 $213K
Biondo Investment Advisors, LLC 0.03% New 5,700 $210K
Russell Investments Group, Ltd. 0.00% Add +472.4% 5,106 $188K
Globeflex Capital L P 0.02% No change 4,714 $173K
GoalVest Advisory LLC 0.03% New 4,100 $151K
Police & Firemen's Retirement System of New Jersey 0.00% Add +43.0% 4,058 $149K
Vanguard Global Advisers, LLC 0.00% No change 3,762 $138K
State of Tennessee, Department of Treasury 0.00% New 3,227 $119K
Royal Bank of Canada 0.00% Add +115.0% 2,212 $81K
FMR LLC 0.00% Add +4.3% 1,455 $54K
Legal & General Group Plc 0.00% Add +19.8% 1,236 $45K
Ameritas Investment Partners, Inc. 0.00% Add +36.0% 1,148 $42K
Northwestern Mutual Wealth Management Co. 0.00% No change 1,086 $40K
Tower Research Capital LLC (TRC) 0.00% Reduce -33.9% 1,030 $38K
Versant Capital Management, Inc 0.00% Reduce -1.9% 842 $31K
Arax Advisory Partners 0.00% Add +752.8% 776 $29K
State of Alaska, Department of Revenue 0.00% No change 476 $17K
Allworth Financial LP 0.00% Add +337.7% 232 $9K
Harbor Capital Advisors, Inc. 0.00% No change 210 $8K
Accent Capital Management, LLC 0.00% Reduce -43.8% 204 $8K
Sterling Capital Management LLC 0.00% Reduce -36.7% 188 $7K
California State Teachers Retirement System 0.00% Reduce -74.0% 164 $6K
Nisa Investment Advisors, LLC 0.00% No change 154 $6K
EverSource Wealth Advisors, LLC 0.00% Reduce -73.3% 102 $4K
IFP Advisors, Inc 0.00% Add +1087.5% 95 $3K
Essential Partners LLC 0.00% Reduce -48.8% 66 $2K
Rothschild Investment LLC 0.00% Add +75.9% 51 $2K
Picton Mahoney Asset Management 0.00% New 49 $2K
GAMMA Investing LLC 0.00% No change 42 $2K
Optiver Holding B.V. 0.00% Reduce -72.1% 34 $1K
Covestor Ltd 0.00% Add +142.9% 17 $1K
Farther Finance Advisors, LLC 0.00% Add +90.9% 21 $777
Larson Financial Group LLC 0.00% New 19 $699
Clearstead Advisors, LLC 0.00% New 17 $626
Basecamp Wealth Advisors LLC 0.00% Add +41.7% 17 $625
True Wealth Design, LLC 0.00% Add +18.2% 13 $479
Wealth Enhancement Trust Services, Inc. 0.00% New 8 $294
SJS Investment Consulting Inc. 0.00% Add +75.0% 7 $258
Fortitude Family Office, LLC 0.00% New 3 $110
JPL Wealth Management, LLC 0.00% No change 1 $37
Keating Financial Advisory Services, Inc. 0.00% No change 1 $37

"% of holder's portfolio" is OBT's weight in each manager's 13F, not the share of Orange County Bancorp Inc. the manager owns.