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Equibles

OBT

Orange County Bancorp, Inc. /DE/

Company with tickers: OBT

CIK
1754226
CUSIP
68417L107
Shares Outstanding
13,407,904
13F Activity (30d)
33 filings 30 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 71
Total Value: $116,763,059
Total Shares: 3,651,129

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 71 13F filers · Δ vs Dec 31, 2025
Top Holder
29.1%
Sep 2023 → Mar 2026 · range 15.9% – 37.0%
−8.0 pts
Top 5
63.8%
Sep 2023 → Mar 2026 · range 56.7% – 69.7%
−3.7 pts
Top 10
81.5%
Sep 2023 → Mar 2026 · range 74.0% – 90.7%
+1.6 pts
HHI
1,262
Sep 2023 → Mar 2026 · range 833 – 1,672
Broadly held−410

Quarterly Activity

vs Dec 31, 2025
New
13
Increased
23
Decreased
16
Sold Out
13
Unchanged
19
Holder count: 0
Institutional value: +37.5%
Shares held: +22.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega AMERICAN CENTURY COMPANIES INC +68,875 235,280
Mega TWO SIGMA INVESTMENTS, LP +38,537 78,305
Large MARSHALL WACE, LLP +33,630 87,866
Mega STATE STREET CORP +20,914 187,148
Mega Nuveen, LLC +11,500 42,354

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small Orange Investment Advisors, Inc. −40,127 1,061,490
Large Squarepoint Ops LLC −14,431 12,455
Mega HSBC HOLDINGS PLC −6,461 46,800
Mega DEUTSCHE BANK AG\ −5,451 4,293
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE −4,157 309,310

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 461,702 $14,765,229
Small BANC FUNDS CO LLC 197,536 $6,317,201
Mega VANGUARD FIDUCIARY TRUST CO 72,075 $2,304,958
Small MALTESE CAPITAL MANAGEMENT LLC 52,573 $1,681,283
Small Numerai GP LLC 15,341 $490,605

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small EJF Capital LP 91,164 $2,602,732
Mid Azora Capital LP 53,679 $1,532,535
Mid KENNEDY CAPITAL MANAGEMENT LLC 32,785 $936,011
Mid NorthCrest Asset Manangement, LLC 26,116 $745,611
Large TWO SIGMA ADVISERS, LP 14,600 $416,830
Filter: New 13 Increased 23 Reduced 16 Sold out 13 Unchanged 19
Showing 71 of 71
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small Orange Investment Advisors, Inc. $33,946,450 29.07% 1,061,490
Mega VANGUARD CAPITAL MANAGEMENT LLC $14,765,229 12.65% 461,702
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $9,891,733 8.47% 309,310
Mega GEODE CAPITAL MANAGEMENT, LLC $8,329,926 7.13% 260,473
Mega AMERICAN CENTURY COMPANIES INC $7,524,254 6.44% 235,280
Small BANC FUNDS CO LLC $6,317,201 5.41% 197,536
Mega STATE STREET CORP $5,984,993 5.13% 187,148
Mega NORTHERN TRUST CORP Bank $2,836,944 2.43% 88,710
Large MARSHALL WACE, LLP $2,809,953 2.41% 87,866
Large BROWN BROTHERS HARRIMAN & CO $2,698,280 2.31% 84,374
Mega TWO SIGMA INVESTMENTS, LP $2,504,193 2.14% 78,305
Mega VANGUARD FIDUCIARY TRUST CO Bank $2,304,958 1.97% 72,075
Small MALTESE CAPITAL MANAGEMENT LLC $1,681,283 1.44% 52,573
Mega HSBC HOLDINGS PLC $1,496,664 1.28% 46,800
Mega Nuveen, LLC $1,354,480 1.16% 42,354
Mega FIRST TRUST ADVISORS LP $1,211,338 1.04% 37,878
Large KEYBANK NATIONAL ASSOCIATION/OH Bank $1,119,300 0.96% 35,000
Mid Carnegie Investment Counsel $1,005,067 0.86% 31,428
Large Quantinno Capital Management LP $922,335 0.79% 28,841
Small SummerHaven Investment Management, LLC $869,440 0.74% 27,187
Mid U.S. Capital Wealth Advisors, LLC $863,396 0.74% 26,998
Mid MARTINGALE ASSET MANAGEMENT L P $792,464 0.68% 24,780
Mega LPL Financial LLC $678,583 0.58% 21,219
Large COMMONWEALTH EQUITY SERVICES, LLC $538,159 0.46% 16,828
Small Numerai GP LLC $490,605 0.42% 15,341
Mid XTX Topco Ltd $402,596 0.34% 12,589
Large Squarepoint Ops LLC $398,310 0.34% 12,455
Mega BNP PARIBAS ARBITRAGE, SA $347,910 0.30% 10,879
Mega RHUMBLINE ADVISERS $337,484 0.29% 10,553
Small KAHN BROTHERS GROUP INC $255,840 0.22% 8,000
Small Daytona Street Capital LLC $255,840 0.22% 8,000
Large HighTower Advisors, LLC $241,640 0.21% 7,556
Large MetLife Investment Management, LLC $227,441 0.19% 7,112
Large IEQ CAPITAL, LLC $205,023 0.18% 6,411
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $177,552 0.15% 5,552
Small GLOBEFLEX CAPITAL L P $150,753 0.13% 4,714
Mega DEUTSCHE BANK AG\ Bank $137,289 0.12% 4,293
Mega Vanguard Global Advisers, LLC $120,308 0.10% 3,762
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $98,690 0.08% 3,086
Large Police & Firemen's Retirement System of New Jersey Pension $90,759 0.08% 2,838
Large CWM, LLC $60,218 0.05% 1,883
Mid Tower Research Capital LLC (TRC) $49,824 0.04% 1,558
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $34,730 0.03% 1,086
Mega Legal & General Group Plc $33,003 0.03% 1,032
Large Russell Investments Group, Ltd. $28,525 0.02% 892
Small Versant Capital Management, Inc $27,438 0.02% 858
Mid Ameritas Investment Partners, Inc. $26,991 0.02% 844
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $20,211 0.02% 632
Mega CITIGROUP INC $19,474 0.02% 609
Mid State of Alaska, Department of Revenue $15,222 0.01% 476
Mid EverSource Wealth Advisors, LLC $12,213 0.01% 382
Small Accent Capital Management, LLC $11,608 0.01% 363
Mid Sterling Capital Management LLC $9,498 0.01% 297
Mid HARBOR CAPITAL ADVISORS, INC. $6,715 0.01% 210
Large NISA INVESTMENT ADVISORS, LLC $4,924 0.00% 154
Small Essential Partners LLC $4,125 0.00% 129
Mid Optiver Holding B.V. $3,901 0.00% 122
Mid Arax Advisory Partners $2,910 0.00% 91
Mid Allworth Financial LP $1,694 0.00% 53
Mid MAI Capital Management $1,375 0.00% 43
Mid GAMMA Investing LLC $1,343 0.00% 42
Mid ROTHSCHILD INVESTMENT LLC $927 0.00% 29
Micro True Wealth Design, LLC $351 0.00% 11
Mid Farther Finance Advisors, LLC $351 0.00% 11
Mid IFP Advisors, Inc $255 0.00% 8
Small Covestor Ltd $223 0.00% 7
Small SJS Investment Consulting Inc. $127 0.00% 4
Small Sunbelt Securities, Inc. Broker-Dealer $95 0.00% 3
Micro Wealth Preservation Advisors, LLC $63 0.00% 2
Small JPL Wealth Management, LLC $31 0.00% 1
Small Keating Financial Advisory Services, Inc. $31 0.00% 1

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