Orange County Bancorp
OBTInstitutional ownership · Q1 2025
Latest quarter (Q2 2026)
Institutional holders
72
+8 (+12.5%) vs Q4 2024
Reported value
$121.3M
-14.8% vs Q4 2024
Shares held
5.2M
+2.6M shares
Quarter
Q1 2025
Period ended Mar 31, 2025
72 institutional managers reported holding 5,185,495 shares worth $121,288,836 on Form 13F for Q1 2025, against 64 in Q4 2024. Share positions on CUSIP 68417L107 only; option legs and principal-amount lines are not counted.
Top 25 institutional holders · Q1 2025
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | HUDSON VALLEY INVESTMENT ADVISORS INC ADV | 1,178,905 | $27.6M | 3.29% | -25.5K | Position |
| 2 | BlackRock Inc | 735,827 | $17.2M | < 0.01% | +9.8K | Position |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 509,258 | $11.9M | < 0.01% | -20.3K | Position |
| 4 | VANGUARD GROUP INC | 451,212 | $10.6M | < 0.01% | +28 | Position |
| 5 | BANC FUNDS CO LLC | 433,632 | $10.1M | 1.34% | -42.4K | Position |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY THE | 246,240 | $5.8M | < 0.01% | +22 | Position |
| 7 | GEODE CAPITAL MANAGEMENT LLC | 225,482 | $5.3M | < 0.01% | +3.2K | Position |
| 8 | ALLIANCEBERNSTEIN L P | 194,662 | $4.6M | < 0.01% | -6.8K | Position |
| 9 | STATE STREET CORPORATION | 153,492 | $3.6M | < 0.01% | -1.7K | Position |
| 10 | AMERICAN CENTURY COMPANIES INC | 123,996 | $2.9M | < 0.01% | +16.5K | Position |
| 11 | Meeder Advisory Services Inc | 113,749 | $2.7M | 0.16% | New | Position |
| 12 | NORTHERN TRUST CORPORATION | 82,703 | $1.9M | < 0.01% | -3.2K | Position |
| 13 | THE BANK OF NEW YORK MELLON CORPORATION | 53,772 | $1.3M | < 0.01% | -2.3K | Position |
| 14 | DIMENSIONAL FUND ADVISORS LP | 45,414 | $1.1M | < 0.01% | +11.0K | Position |
| 15 | The Goldman Sachs Group Inc | 36,838 | $861.6K | < 0.01% | -3.0K | Position |
| 16 | KEYBANK NATIONAL ASSOCIATION OH | 35,000 | $818.7K | < 0.01% | — | Position |
| 17 | HENNESSY ADVISORS INC | 35,000 | $818.7K | 0.03% | -21.0K | Position |
| 18 | CITADEL ADVISORS LLC | 31,458 | $735.8K | < 0.01% | +72 | Position |
| 19 | MORGAN STANLEY | 30,313 | $709.0K | < 0.01% | -8.6K | Position |
| 20 | Carnegie Capital Asset Management LLC | 28,400 | $664.3K | 0.02% | New | Position |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 27,844 | $651.3K | < 0.01% | — | Position |
| 22 | U S Capital Wealth Advisors LLC | 26,998 | $631.5K | 0.02% | New | Position |
| 23 | NorthCrest Asset Manangement LLC | 25,985 | $607.8K | 0.02% | +7 | Position |
| 24 | Barclays PLC | 22,649 | $529.8K | < 0.01% | +2.1K | Position |
| 25 | LPL Financial LLC | 21,560 | $504.3K | < 0.01% | -1.7K | Position |
Values as reported on each manager's Q1 2025 Form 13F. Change is in shares against the manager's prior-quarter filing.
13F holders by quarter
| Quarter | Holders | Shares | Value |
|---|---|---|---|
| Q2 2026 | 110 +6 | 7.2M | $265.3M |
| Q1 2026 | 104 +9 | 7.2M | $229.9M |
| Q4 2025 | 95 +1 | 7.3M | $208.1M |
| Q3 2025 | 94 | 7.3M | $184.5M |
| Q2 2025 | 94 +22 | 7.3M | $188.7M |
| Q1 2025 | 72 +8 | 5.2M | $121.3M |
| Q4 2024 | 64 +6 | 2.6M | $142.3M |
| Q3 2024 | 58 +4 | 2.5M | $152.2M |
| Q2 2024 | 54 +3 | 2.5M | $131.4M |
| Q1 2024 | 51 -1 | 2.5M | $115.3M |
| Q4 2023 | 52 | 2.5M | $147.8M |
| Q3 2023 | 52 +8 | 2.5M | $109.0M |
| Q2 2023 | 44 +8 | 2.5M | $89.9M |
| Q1 2023 | 36 +7 | 2.3M | $103.0M |
| Q4 2022 | 29 +6 | 2.3M | $108.4M |
| Q3 2022 | 23 +1 | 2.3M | $89.3M |
| Q2 2022 | 22 +1 | 2.3M | $85.6M |
| Q1 2022 | 21 +2 | 2.2M | $89.2M |
| Q4 2021 | 19 -6 | 2.2M | $89.5M |
| Q3 2021 | 25 | 2.2M | $78.9M |
Q3 2021–Q2 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.
Across other SEC filings
Fund holders · N-PORT
151 funds| Fund | Value | % of fund | As of |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI | $12.4M | < 0.01% | Jun 2026 |
| iShares Russell 2000 ETF IWM | $12.2M | 0.01% | Jun 2026 |
| BlackRock Advantage Small Cap Core Fund | $9.8M | 0.18% | Aug 2026 |
| Avantis U.S. Small Cap Value ETF AVUV | $7.9M | 0.03% | May 2026 |
| Regional Bank Fund | $6.2M | 0.64% | Jul 2026 |
| Fidelity Small Cap Index Fund | $5.3M | 0.02% | Jul 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND | $4.5M | < 0.01% | Jun 2026 |
| VANGUARD RUSSELL 2000 INDEX FUND VTWO | $2.7M | 0.02% | Aug 2026 |
| iShares Russell 2000 Value ETF IWN | $2.7M | 0.02% | Jun 2026 |
| BlackRock Advantage Small Cap Growth Fund | $2.5M | 0.3% | Jun 2026 |
151 funds reported holding $93,689,991 in total on their latest public Form N-PORT reports, the most recent dated August 2026.
Annual & quarterly reports
-
10-K · FY2025 Filed 2026-03-16Business · Risk Factors · Management's Discussion and Analysis
5%+ holders · 13D/G
2 filers| Filer | % of class | Filed |
|---|---|---|
| BlackRock Portfolio Management LLC 13G | 8.1% | 2026-10-27 |
| BlackRock Inc 13G | 5.5% | 2025-10-17 |
Latest Schedule 13D or 13G from each filer naming this CUSIP; stakes a filer has reported closed are left out.
Insiders · Form 4
Net insider transactions, 12 months
-$159K
2 filings with purchases ($45.9K),
3 filings with sales ($205K)
Latest filings
- Richard B Rowley 2026-10-30 Award
- Gregory F Holcombe 2026-10-02 Award
- Kevin J Keane 2026-10-02 Award
- Marianna R Kennedy 2026-10-02 Award
- Jonathan F Rouis 2026-10-02 Award
Ownership explorer
Loading ownership explorer…
Security Details
| CUSIP | 68417L107 |
|---|---|
| FIGI | BBG001S730D3 |
| Symbol | OBT |
| Type | Common stock |
| Class | COM as filed on 13F |
| Exchange | Nasdaq |
| Company | Orange County Bancorp |
Identifier History
| Type | Value | From | To |
|---|---|---|---|
| FIGI | BBG001S730D3 | 2026-02-07 | Current |
| CUSIP | 68417L107 | 2008-09-16 | Current |
Listing History
| Symbol | Exchange | From | To |
|---|---|---|---|
| OBT | Nasdaq | 2021-08-09 | Current |
| OCBI | Nasdaq | 2008-09-16 | 2026-07-18 |