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Orange County Bancorp (OBT) Institutional Ownership

Orange County Bancorp logo
$26.08 -0.37 (-1.40%)
Closing price 04:00 PM Eastern
Extended Trading
$26.13 +0.05 (+0.19%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Orange County Bancorp (NASDAQ:OBT)

Current
Institutional Ownership
Percentage
42.55%
Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$56.93M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$4.21M
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Skip Chart & View Institutional Buying and Selling Data

OBT Institutional Buying and Selling by Quarter

Orange County Bancorp Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Tower Research Capital LLC TRC 3,453$89K0.0%+706.8%0.026%
8/15/2025 EJF Capital LLC113,938$2.94M2.3%N/A0.853%
8/15/2025 BNP Paribas Financial Markets7,074$183K0.0%+58.1%0.053%
8/15/2025 Boothbay Fund Management LLC63,380$1.64M0.0%N/A0.474%
8/15/2025 Bank of America Corp DE52,872$1.37M0.0%+181.0%0.396%
8/15/2025 Ameriprise Financial Inc.20,268$524K0.0%+4.4%0.152%
8/14/2025 Raymond James Financial Inc.4,040$104K0.0%N/A0.030%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,223$135K0.0%-13.5%0.039%
8/14/2025 The Manufacturers Life Insurance Company 319,723$8.26M0.0%+29.8%2.393%
8/14/2025 Fourthstone LLC240,308$6.21M1.2%N/A1.798%
8/14/2025 Azora Capital LP50,000$1.29M0.1%N/A0.374%
8/13/2025 Marshall Wace LLP38,165$986K0.0%N/A0.291%
8/13/2025 Endeavour Capital Advisors Inc.198,200$5.12M1.8%N/A1.513%
8/13/2025 Kennedy Capital Management LLC23,025$595K0.0%N/A0.176%
8/13/2025 Invesco Ltd.11,829$306K0.0%-16.9%0.090%
8/13/2025 New York State Common Retirement Fund1,286$33K0.0%-75.7%0.010%
8/13/2025 Gator Capital Management LLC20,000$517K0.2%N/A0.153%
8/13/2025 Hsbc Holdings PLC44,478$1.14M0.0%+201.4%0.340%
8/13/2025 Northwestern Mutual Wealth Management Co.1,086$28K0.0%N/A0.008%
8/12/2025 American Century Companies Inc.124,512$3.22M0.0%+0.4%0.950%
8/12/2025 Rhumbline Advisers9,807$253K0.0%-6.6%0.075%
8/12/2025 JPMorgan Chase & Co.10,190$263K0.0%-48.0%0.078%
8/11/2025 Culbertson A N & Co. Inc.7,800$202K0.0%N/A0.060%
8/11/2025 Persistent Asset Partners Ltd9,390$243K0.2%N/A0.072%
8/8/2025 Geode Capital Management LLC219,526$5.67M0.0%-2.6%1.675%
7/21/2025 Hudson Valley Investment Advisors Inc. ADV1,161,617$30.02M3.3%-1.5%8.867%
7/21/2025 Hennessy Advisors Inc.25,000$646K0.0%-28.6%0.191%
6/27/2025 Goldman Sachs Group Inc.36,838$862K0.0%+85.0%0.281%
5/29/2025 Rhumbline Advisers10,501$246K0.0%+84.7%0.092%
5/19/2025 Jane Street Group LLC8,727$204K0.0%N/A0.077%
5/16/2025 Goldman Sachs Group Inc.36,838$862K0.0%+85.0%0.324%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,036$141K0.0%+107.9%0.053%
5/16/2025 Jacobs Levy Equity Management Inc.12,283$287K0.0%+230.7%0.108%
5/14/2025 Corebridge Financial Inc.5,007$117K0.0%+97.0%0.044%
5/14/2025 MetLife Investment Management LLC6,229$146K0.0%+95.7%0.055%
5/14/2025 Martingale Asset Management L P21,461$502K0.0%N/A0.189%
5/14/2025 Hsbc Holdings PLC14,757$345K0.0%N/A0.130%
5/14/2025 Wellington Management Group LLP509,258$11.91M0.0%+92.4%4.473%
5/13/2025 American Century Companies Inc.123,996$2.90M0.0%+130.7%1.089%
5/13/2025 HighTower Advisors LLC10,376$243K0.0%+92.4%0.091%
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5/12/2025 Nuveen LLC19,930$466K0.0%N/A0.175%
5/12/2025 Invesco Ltd.14,230$333K0.0%+66.5%0.125%
5/9/2025 Deutsche Bank AG10,749$251K0.0%+74.3%0.094%
5/9/2025 Charles Schwab Investment Management Inc.27,844$651K0.0%+100.0%0.245%
5/7/2025 Meeder Advisory Services Inc.113,749$2.66M0.2%N/A0.999%
5/6/2025 Carnegie Investment Counsel28,400$664K0.0%N/A0.249%
5/1/2025 New York State Common Retirement Fund5,286$124K0.0%+100.0%0.046%
4/29/2025 U.S. Capital Wealth Advisors LLC26,998$631K0.0%N/A0.237%
4/29/2025 Bank of New York Mellon Corp53,772$1.26M0.0%+91.8%0.472%
4/28/2025 Keybank National Association OH35,000$819K0.0%+100.0%0.307%
4/16/2025 Hennessy Advisors Inc.35,000$819K0.0%+25.0%0.308%
4/16/2025 NorthCrest Asset Manangement LLC25,985$608K0.0%+100.1%0.229%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV1,178,905$27.58M3.3%+95.8%10.379%
4/8/2025 Rhumbline Advisers10,501$246K0.0%+84.7%0.092%
2/19/2025 Public Employees Retirement System of Ohio1,076$60K0.0%N/A0.009%
2/17/2025 Two Sigma Investments LP5,294$294K0.0%+25.7%0.047%
2/17/2025 Jacobs Levy Equity Management Inc.3,714$206K0.0%N/A0.033%
2/17/2025 Deutsche Bank AG6,167$343K0.0%+77.2%0.054%
2/17/2025 Citadel Advisors LLC15,693$872K0.0%+17.0%0.138%
2/17/2025 Bank of America Corp DE8,682$482K0.0%+102.9%0.076%
2/17/2025 BNP Paribas Financial Markets833$46K0.0%N/A0.007%
2/17/2025 Ameriprise Financial Inc.22,916$1.27M0.0%+19.6%0.202%
2/14/2025 Northern Trust Corp42,933$2.39M0.0%+6.6%0.378%
2/14/2025 Dimensional Fund Advisors LP17,211$956K0.0%+40.6%0.152%
2/14/2025 Banc Funds Co. LLC238,025$13.23M1.5%-17.3%2.097%
2/13/2025 Barclays PLC10,292$572K0.0%+29.7%0.091%
2/13/2025 Renaissance Technologies LLC6,100$339K0.0%+52.5%0.054%
2/13/2025 Invesco Ltd.8,546$475K0.0%-16.3%0.075%
2/13/2025 Wells Fargo & Company MN2,999$167K0.0%+27.8%0.026%
2/12/2025 Alliancebernstein L.P.100,751$5.60M0.0%-13.2%0.888%
2/12/2025 JPMorgan Chase & Co.19,100$1.06M0.0%+129.0%0.168%
2/11/2025 LPL Financial LLC11,605$645K0.0%N/A0.102%
2/11/2025 American Century Companies Inc.53,753$2.99M0.0%+59.8%0.474%
2/7/2025 HighTower Advisors LLC5,394$300K0.0%-6.9%0.048%
2/4/2025 Bank of New York Mellon Corp28,038$1.56M0.0%+50.5%0.247%
1/31/2025 New York State Common Retirement Fund2,643$147K0.0%-13.1%0.023%
1/15/2025 Hennessy Advisors Inc.28,000$1.56M0.0%-20.0%0.247%
1/10/2025 Hudson Valley Investment Advisors Inc. ADV602,184$33.46M3.8%-0.1%10.613%
12/26/2024 JPMorgan Chase & Co.8,339$503K0.0%+132.3%0.147%
11/19/2024 Barclays PLC7,934$478K0.0%+183.2%0.140%
11/16/2024 Geode Capital Management LLC111,414$6.72M0.0%+1.5%1.967%
11/15/2024 Barclays PLC7,934$478K0.0%+183.2%0.140%
11/15/2024 State Street Corp74,966$4.52M0.0%+5.7%1.324%
11/15/2024 Quadrature Capital Ltd6,353$379K0.0%N/A0.112%
11/15/2024 Banc Funds Co. LLC287,872$17.36M1.9%-7.6%5.086%
11/13/2024 The Manufacturers Life Insurance Company123,199$7.43M0.0%-2.6%2.177%
10/25/2024 Hudson Valley Investment Advisors Inc. ADV602,918$36.37M4.0%+0.7%10.652%
10/3/2024 SG Americas Securities LLC1,827$110K0.0%N/A0.032%
8/15/2024 The Manufacturers Life Insurance Company126,469$6.69M0.0%-0.6%2.236%
8/9/2024 Dimensional Fund Advisors LP7,564$399K0.0%+9.8%0.134%
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7/26/2024 Bank of New York Mellon Corp22,730$1.20M0.0%+6.4%0.402%
7/23/2024 Hennessy Advisors Inc.34,809$1.84M0.1%+28.9%0.615%
7/2/2024 Hudson Valley Investment Advisors Inc. ADV598,510$31.24M3.9%-0.6%10.574%
5/10/2024 Vanguard Group Inc.201,453$9.27M0.0%+1.3%3.559%
4/16/2024 Hennessy Advisors Inc.27,000$1.24M0.1%+92.9%0.477%
3/14/2024 Hennessy Advisors Inc.14,000$843K0.0%N/A0.248%
2/13/2024 Banc Funds Co. LLC341,064$20.55M2.0%-8.3%6.037%
2/13/2024 Tower Research Capital LLC TRC 543$33K0.0%+76.9%0.010%
2/6/2024Coombe Bender & Co LLC13,118$790K0.5%+12.8%0.232%
1/12/2024 SG Americas Securities LLC2,786$168K0.0%+19.8%0.049%
(Data available from 1/1/2016 forward)

OBT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OBT shares?

During the previous two years, 62 institutional investors and hedge funds held shares of Orange County Bancorp. The most heavily invested institutionals were Hudson Valley Investment Advisors Inc. ADV ($30.02M), Banc Funds Co. LLC ($13.23M), Wellington Management Group LLP ($11.91M), Vanguard Group Inc. ($9.27M), The Manufacturers Life Insurance Company ($8.26M), Fourthstone LLC ($6.21M), and Geode Capital Management LLC ($5.67M).Learn more on Orange County Bancorp's institutional investors.

What percentage of Orange County Bancorp's stock is owned by institutional investors?

42.55% of Orange County Bancorp's stock is owned by institutional investors. Learn more on OBT's institutional investor holdings.

Which institutional investors have been buying Orange County Bancorp's stock?

Of the 60 institutional investors that purchased Orange County Bancorp's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hudson Valley Investment Advisors Inc. ADV ($581.13K), Wellington Management Group LLP ($244.50K), Fourthstone LLC ($240.31K), Endeavour Capital Advisors Inc. ($198.20K), EJF Capital LLC ($113.94K), Meeder Advisory Services Inc. ($113.75K), and American Century Companies Inc. ($90.88K).

How much institutional buying is happening at Orange County Bancorp?

Institutional investors have bought a total of 2,312,605 shares in the last 24 months. This purchase volume represents approximately $56.93M in transactions.

Which of Orange County Bancorp's major shareholders have been selling company stock?

Of the 12 institutional investors that sold Orange County Bancorp's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Banc Funds Co. LLC ($73.57K), Hudson Valley Investment Advisors Inc. ADV ($18.02K), Hennessy Advisors Inc. ($17K), Alliancebernstein L.P. ($15.31K), JPMorgan Chase & Co. ($9.40K), Geode Capital Management LLC ($5.96K), and New York State Common Retirement Fund ($4.40K).

How much institutional selling is happening at Orange County Bancorp?

Institutional investors have sold a total of 152,887 shares in the last 24 months. This volume of shares sold represents approximately $4.21M in transactions.


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This page (NASDAQ:OBT) was last updated on 8/25/2025 by MarketBeat.com Staff
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