Orange County Bancorp (OBT) Institutional Ownership $25.12 -0.43 (-1.68%) As of 12:00 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for Orange County Bancorp (NASDAQ:OBT)CurrentInstitutional OwnershipPercentage42.55%Number ofInstitutional Buyers(last 12 months)24TotalInstitutional Inflows(last 12 months)$4.39MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$3.03M Get OBT Insider Trade Alerts Want to know when executives and insiders are buying or selling Orange County Bancorp stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data OBT Institutional Buying and Selling by Quarter Orange County Bancorp Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/19/2025 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% Get the Latest News and Ratings for OBT and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Orange County Bancorp and its competitors with MarketBeat's FREE daily newsletter. 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% 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% Has Trump finally met his match? (Ad)Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance to walk away with gains as high as 235%, 459%, and 700% - all while the stock market got cut in half. Could he be right again?Click here for his emergency broadcast...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% 1/12/2024 Hudson Valley Investment Advisors Inc. ADV598,510$36.05M4.9%-1.3%10.593% 11/8/2023 HighTower Advisors LLC6,396$276K0.0%-16.9%0.113% 10/27/2023 Allspring Global Investments Holdings LLC1,396$60K0.0%N/A0.025% 10/27/2023 Hudson Valley Investment Advisors Inc. ADV606,637$26.19M3.7%-0.9%10.737% 10/27/2023 First Horizon Advisors Inc.2,500$108K0.0%N/A0.044% 10/24/2023 Bank of New York Mellon Corp23,208$1.00M0.0%+2.8%0.411% 10/13/2023 SG Americas Securities LLC2,325$100K0.0%N/A0.041% 9/21/2023 Barclays PLC1,870$68K0.0%N/A0.033% 8/18/2023Coombe Bender & Co LLC11,630$430K0.3%-10.1%0.206% 8/11/2023 Banc Funds Co. LLC425,380$15.74M1.9%-11.3%7.542% 8/11/2023 The Manufacturers Life Insurance Company126,752$4.69M0.0%+3.3%2.247% 8/4/2023 American International Group Inc.2,459$91K0.0%N/A0.044% 7/31/2023Strs Ohio1,100$40K0.0%N/A0.020% 7/17/2023 Hudson Valley Investment Advisors Inc. ADV612,340$18.41M2.5%-0.4%10.857% 5/5/2023Coombe Bender & Co LLC12,930$569K0.4%+10.2%0.229% 4/27/2023Simplicity Solutions LLC5,000$220K0.0%N/A0.089% 4/25/2023 NorthCrest Asset Manangement LLC12,029$529K0.0%N/A0.213% 4/6/2023 Hudson Valley Investment Advisors Inc. ADV614,762$27.05M3.8%+0.6%10.900% 2/10/2023 M3F Inc.80,866$3.77M1.2%-26.7%1.434% 2/8/2023Coombe Bender & Co LLC11,730$546K0.5%-11.3%0.208% 2/7/2023 Bleakley Financial Group LLC5,000$233K0.0%N/A0.089% 2/1/2023 Hudson Valley Investment Advisors Inc. ADV610,983$28.46M4.3%+0.2%10.833% 11/15/2022 M3F Inc.110,388$4.25M1.5%-29.1%1.957% 10/11/2022 Hudson Valley Investment Advisors Inc. ADV609,476$23.47M3.8%-2.3%10.806% 8/15/2022 M3F Inc.155,656$5.91M1.9%-12.8%2.763% 8/12/2022 Banc Funds Co. LLC488,069$18.53M1.7%+2.1%8.669% 8/8/2022Coombe Bender & Co LLC13,230$502K0.4%N/A0.235% 7/18/2022 Hudson Valley Investment Advisors Inc. ADV624,054$23.70M3.7%-1.2%11.077% 5/11/2022 Banc Funds Co. LLC478,164$19.13M1.5%+11.7%8.487% 4/20/2022 Hudson Valley Investment Advisors Inc. ADV631,487$25.27M3.4%+0.6%11.210% 2/15/2022 Maltese Capital Management LLC86,900$3.45M0.6%-3.4%1.542% 2/14/2022 Alliancebernstein L.P.231,001$9.16M0.0%+1.2%4.098% 2/10/2022 HighTower Advisors LLC5,551$218K0.0%-5.1%0.098% 11/16/2021 Wellington Management Group LLP122,947$4.32M0.0%N/A2.181% 11/16/2021 Maltese Capital Management LLC90,000$3.16M0.5%N/A1.597% 11/15/2021 FJ Capital Management LLC152,000$5.35M0.5%N/A2.696% 11/15/2021 HighTower Advisors LLC5,851$205K0.0%N/A0.104% 11/15/2021 M3F Inc.175,945$6.18M2.0%N/A3.121% 11/12/2021 Fourthstone LLC58,674$2.06M0.8%N/A1.041% 11/12/2021 Banc Funds Co. LLC401,486$14.11M1.1%+64.1%7.122% 11/12/2021 The Manufacturers Life Insurance Company126,023$4.43M0.0%N/A2.236% 11/10/2021 Alliancebernstein L.P.228,208$8.02M0.0%N/A4.048% 11/9/2021BlackRock Inc.3,079$108K0.0%N/A0.055% 11/8/2021 Keybank National Association OH17,500$615K0.0%N/A0.310% Has Trump finally met his match? (Ad)Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance to walk away with gains as high as 235%, 459%, and 700% - all while the stock market got cut in half. Could he be right again?Click here for his emergency broadcast...11/5/2021 Advisor Group Holdings Inc.25,050$880K0.0%N/A0.444% 11/2/2021 Eagle Ridge Investment Management14,200$499K0.1%N/A0.252% 10/26/2021 Hudson Valley Investment Advisors Inc. ADV627,690$22.06M3.8%N/A11.135% 10/14/2021 Private Advisor Group LLC18,000$632K0.0%N/A0.319% (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, 38 institutional investors and hedge funds held shares of Orange County Bancorp. The most heavily invested institutionals were Hudson Valley Investment Advisors Inc. ADV ($33.46M), Banc Funds Co. LLC ($13.23M), Vanguard Group Inc. ($9.27M), The Manufacturers Life Insurance Company ($7.43M), Geode Capital Management LLC ($6.72M), Alliancebernstein L.P. ($5.60M), and State Street Corp ($4.52M).Learn more on OBT's institutional investors. What percentage of Orange County Bancorp stock is owned by institutional investors? 42.55% of Orange County Bancorp stock is owned by institutional investors. Learn more on OBT's institutional investor holdings. Which institutional investors have been buying Orange County Bancorp stock? Of the 33 institutional investors that purchased Orange County Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hennessy Advisors Inc. ($34.81K), American Century Companies Inc. ($20.12K), JPMorgan Chase & Co. ($15.51K), Barclays PLC ($14.49K), NorthCrest Asset Manangement LLC ($12.03K), LPL Financial LLC ($11.61K), and Bank of New York Mellon Corp ($11.42K). How much institutional buying is happening at Orange County Bancorp? Institutional investors have bought a total of 197,660 shares in the last 24 months. This purchase volume represents approximately $5.26M in transactions. Which Orange County Bancorp major shareholders have been selling company stock? Of the 9 institutional investors that sold Orange County Bancorp stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Banc Funds Co. LLC ($158.22K), Hudson Valley Investment Advisors Inc. ADV ($20.76K), Alliancebernstein L.P. ($15.31K), Hennessy Advisors Inc. ($7K), The Manufacturers Life Insurance Company ($3.99K), HighTower Advisors LLC ($1.70K), and Invesco Ltd. ($1.66K). How much institutional selling is happening at Orange County Bancorp? Institutional investors have sold a total of 210,328 shares in the last 24 months. This volume of shares sold represents approximately $5.41M in transactions. Related Companies FSUN Major Shareholders SII Major Shareholders FBMS Major Shareholders BFC Major Shareholders PFC Major Shareholders PGY Major Shareholders AMAL Major Shareholders CNOB Major Shareholders ML Major Shareholders AMTB Major Shareholders This page (NASDAQ:OBT) was last updated on 3/3/2025 by MarketBeat.com Staff From Our PartnersDOGE Social Security bombshell?Elon Musk just dropped another bombshell... 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