OBT · Orange County Bancorp, Inc. /DE/ · Holdings

$38.28 +0.00 (+0.00%) At close · Sep 11

Russell 2000 member Rebalance outlook locked

Market Cap

$513.26M

13.41M

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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 111

Total Value: $266,123,419

Total Shares: 7,235,566

Showing 1–100 of 111 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 111 13F filers · Δ vs Mar 31, 2026

Top Holder

27.1%

+0.9 pts

Top 5

56.8%

−1.7 pts

Top 10

70.8%

−3.0 pts

HHI

1,093

Broadly held+13

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +7

Institutional value: +15.4%

Shares held: +0.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega AQR CAPITAL MANAGEMENT LLC	+78,851	108,045
Mega AMERICAN CENTURY COMPANIES INC	+76,460	311,740
Mega BlackRock, Inc.	+67,815	1,960,135
Mega GEODE CAPITAL MANAGEMENT, LLC	+29,708	290,181
Mega Qube Research & Technologies Ltd	+29,634	40,764

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega WELLINGTON MANAGEMENT GROUP LLP	−399,108	98,314
Mega ALLIANCEBERNSTEIN L.P.	−55,310	163,889
Small MALTESE CAPITAL MANAGEMENT LLC	−25,573	27,000
Mega Nuveen, LLC	−21,279	21,075
Mega MILLENNIUM MANAGEMENT LLC	−20,958	26,580

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Elizabeth Park Capital Advisors, Ltd.	37,050	$1,362,699
Mid Voleon Capital Management LP	9,964	$366,475
Large MERCER GLOBAL ADVISORS INC /ADV	6,881	$253,083
Large Quadrature Capital Ltd	6,654	$244,734
Mid Y-Intercept (Hong Kong) Ltd	6,323	$232,559

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Fourthstone LLC	27,384	$875,740
Mid U.S. Capital Wealth Advisors, LLC	26,998	$863,396
Mid Numerai GP LLC	15,341	$490,605
Large CWM, LLC	1,883	$60,218
Large MAI Capital Management	43	$1,375

Filter: New 14 Increased 58 Reduced 23 Sold out 7 Unchanged 16

Showing 100 of 111

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$72,093,761

27.09%

1,960,135

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	240,672	$8,851,916	12.3%	Sole
BlackRock Asset Management Canada Ltd	126	$4,634	0.0%	Sole
BlackRock Investment Management, LLC	45,925	$1,689,121	2.3%	Sole
BLACKROCK ADVISORS LLC	355,069	$13,059,437	18.1%	Sole
BlackRock Fund Advisors	521,378	$19,176,282	26.6%	Sole
BlackRock Institutional Trust Company, N.A.	760,050	$27,954,639	38.8%	Sole
BlackRock Japan Co. Ltd	21,743	$799,707	1.1%	Sole
BlackRock Investment Management (UK) Ltd.	5,848	$215,089	0.3%	Sole
Aperio Group, LLC	9,324	$342,936	0.5%	Sole

Orange Investment Advisors, Inc.

$39,020,711

14.66%

1,060,922

VANGUARD CAPITAL MANAGEMENT LLC

$17,323,600

6.51%

471,006

AMERICAN CENTURY COMPANIES INC

$11,465,797

4.31%

311,740

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	311,740	$11,465,797	100.0%	Defined

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$11,310,953

4.25%

307,530

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	307,530	$11,310,953	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$10,672,856

4.01%

290,181

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	42,151	$1,550,313	14.5%	Defined
Held directly	248,030	$9,122,543	85.5%	Defined

STATE STREET CORP

$7,955,109

2.99%

216,289

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	216,289	$7,955,109	100.0%	Defined

BANC FUNDS CO LLC

$6,842,367

2.57%

186,035

ALLIANCEBERNSTEIN L.P.

$6,027,837

2.27%

163,889

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	163,889	$6,027,837	100.0%	Defined

DIMENSIONAL FUND ADVISORS LP

$5,657,278

2.13%

153,814

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,354	$49,800	0.9%	Defined
DFA Australia Ltd.	3,615	$132,959	2.4%	Defined
Dimensional Ireland Ltd	13,500	$496,530	8.8%	Defined
Held directly	135,345	$4,977,989	88.0%	Sole

MORGAN STANLEY

$4,080,371

1.53%

110,940

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	3,507	$128,987	3.2%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	80,239	$2,951,190	72.3%	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	2,622	$96,437	2.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	8,000	$294,240	7.2%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	16,572	$609,517	14.9%	Defined

AQR CAPITAL MANAGEMENT LLC

$3,973,891

1.49%

108,045

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	1	$36	0.0%	Other
Prism Planning Partners LLC	91	$3,346	0.1%	Other
Compound Planning, Inc.	2	$73	0.0%	Other
Arax Advisory Partners	489	$17,985	0.5%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	239	$8,790	0.2%	Other
Stokes Family Office, LLC	135	$4,965	0.1%	Other
Held directly	107,088	$3,938,696	99.1%	Defined

TWO SIGMA INVESTMENTS, LP

$3,738,613

1.40%

101,648

NORTHERN TRUST CORP

$3,638,643

1.37%

98,930

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	92,165	$3,389,828	93.2%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	4,773	$175,550	4.8%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	1,992	$73,265	2.0%	Other

WELLINGTON MANAGEMENT GROUP LLP

$3,615,988

1.36%

98,314

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	98,314	$3,615,988	100.0%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$3,154,436

1.19%

85,765

BROWN BROTHERS HARRIMAN & CO

$3,103,275

1.17%

84,374

MARSHALL WACE, LLP

$2,817,053

1.06%

76,592

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	76,592	$2,817,053	100.0%	Other

GOLDMAN SACHS GROUP INC

$2,780,604

1.04%

75,601

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	67,285	$2,474,742	89.0%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	8,316	$305,862	11.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$2,660,223

1.00%

72,328

EJF Capital LP

$2,594,571

0.97%

70,543

BANK OF AMERICA CORP /DE/

$2,125,479

0.80%

57,789

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	57,789	$2,125,479	100.0%	Defined

Bank of New York Mellon Corp

$2,026,392

0.76%

55,095

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	35,069	$1,289,837	63.7%	Defined
The Bank of New York Mellon	19,940	$733,393	36.2%	Defined
BNY Mellon, NA joint	85	$3,126	0.2%	Defined
Held directly	1	$36	0.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$1,805,898

0.68%

49,100

AMERIPRISE FINANCIAL INC

$1,647,339

0.62%

44,789

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	44,789	$1,647,339	100.0%	Defined

HSBC HOLDINGS PLC

$1,597,318

0.60%

43,429

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	43,429	$1,597,318	100.0%	Defined

Qube Research & Technologies Ltd

$1,499,299

0.56%

40,764

FIRST TRUST ADVISORS LP

$1,450,823

0.55%

39,446

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$1,387,010

0.52%

37,711

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$1,371,084

0.52%

37,278

Elizabeth Park Capital Advisors, Ltd.

$1,362,699

0.51%

37,050

Quantinno Capital Management LP

$1,294,839

0.49%

35,205

KEYBANK NATIONAL ASSOCIATION/OH

$1,287,300

0.48%

35,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 2	35,000	$1,287,300	100.0%	Defined

VICTORY CAPITAL MANAGEMENT INC

$1,285,461

0.48%

34,950

Carnegie Investment Counsel

$1,155,921

0.43%

31,428

SummerHaven Investment Management, LLC

$999,937

0.38%

27,187

MALTESE CAPITAL MANAGEMENT LLC

$993,058

0.37%

27,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Malta Hedge Fund II, L.P.	11,964	$440,035	44.3%	Defined
Malta Opportunity Fund LP	11,013	$405,058	40.8%	Defined
Held directly	4,023	$147,965	14.9%	Sole

XTX Topco Ltd

$980,370

0.37%

26,655

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	26,655	$980,370	100.0%	Defined

MILLENNIUM MANAGEMENT LLC

$977,612

0.37%

26,580

CITADEL ADVISORS LLC

$962,017

0.36%

26,156

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	22,440	$825,343	85.8%	Defined
Held directly	3,716	$136,674	14.2%	Defined

BARCLAYS PLC

$953,226

0.36%

25,917

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	25,571	$940,501	98.7%	Defined
BARCLAYS CAPITAL INC.	346	$12,725	1.3%	Defined

MARTINGALE ASSET MANAGEMENT L P

$911,408

0.34%

24,780

BNP PARIBAS ARBITRAGE, SA

$844,432

0.32%

22,959

JPMORGAN CHASE & CO

$821,515

0.31%

22,336

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	5,299	$194,896	23.7%	Defined
J.P. Morgan Investment Management Inc.	20	$735	0.1%	Defined
J.P. Morgan Securities LLC	16,975	$624,340	76.0%	Defined
J.P. Morgan Securities plc	42	$1,544	0.2%	Defined

Gator Capital Management, LLC

$809,895

0.30%

22,020

LPL Financial LLC

$781,942

0.29%

21,260

Nuveen, LLC

$775,137

0.29%

21,075

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	4,364	$160,507	20.7%	Defined
TEACHERS ADVISORS, LLC joint	16,711	$614,630	79.3%	Defined

COMMONWEALTH EQUITY SERVICES, LLC

$637,323

0.24%

17,328

Squarepoint Ops LLC

$579,505

0.22%

15,756

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	15,756	$579,505	100.0%	Defined

RHUMBLINE ADVISERS

$464,715

0.17%

12,635

DEUTSCHE BANK AG\

$457,359

0.17%

12,435

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	100	$3,678	0.8%	Defined
DWS Investments UK Ltd	12,335	$453,681	99.2%	Defined

WELLS FARGO & COMPANY/MN

$400,534

0.15%

10,890

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	10,890	$400,534	100.0%	Defined

UBS Group AG

$380,746

0.14%

10,352

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	2,000	$73,560	19.3%	Defined
UBS AG	8,352	$307,186	80.7%	Defined

Voleon Capital Management LP

$366,475

0.14%

9,964

PRICE T ROWE ASSOCIATES INC /MD/

$362,577

0.14%

9,858

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	9,858	$362,577	100.0%	Defined

HighTower Advisors, LLC

$349,998

0.13%

9,516

MetLife Investment Management, LLC

$319,765

0.12%

8,694

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	8,694	$319,765	100.0%	Defined

Connor, Clark & Lunn Investment Management Ltd.

$304,464

0.11%

8,278

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	8,278	$304,464	100.0%	Sole

Invesco Ltd.

$300,528

0.11%

8,171

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	1,627	$59,841	19.9%	Defined
Invesco Trust Co joint	4,997	$183,789	61.2%	Defined
Invesco Capital Management LLC	1,547	$56,898	18.9%	Defined

Hillsdale Investment Management Inc.

$294,240

0.11%

8,000

KAHN BROTHERS GROUP INC

$294,240

0.11%

8,000

Daytona Street Capital LLC

$294,240

0.11%

8,000

IEQ CAPITAL, LLC

$259,740

0.10%

7,062

MERCER GLOBAL ADVISORS INC /ADV

$253,083

0.10%

6,881

Quadrature Capital Ltd

$244,734

0.09%

6,654

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	6,654	$244,734	100.0%	Other

Thrivent Financial for Lutherans

$243,152

0.09%

6,611

CITIGROUP INC

$236,311

0.09%

6,425

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	6,425	$236,311	100.0%	Defined

Y-Intercept (Hong Kong) Ltd

$232,559

0.09%

6,323

NEW YORK STATE COMMON RETIREMENT FUND

$216,487

0.08%

5,886

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$214,206

0.08%

5,824

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	5,824	$214,206	100.0%	Defined

CULBERTSON A N & CO INC

$213,324

0.08%

5,800

Biondo Investment Advisors, LLC

$209,646

0.08%

5,700

Russell Investments Group, Ltd.

$187,798

0.07%

5,106

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	5,106	$187,798	100.0%	Defined

GLOBEFLEX CAPITAL L P

$173,380

0.07%

4,714

GoalVest Advisory LLC

$150,798

0.06%

4,100

Police & Firemen's Retirement System of New Jersey

$149,253

0.06%

4,058

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	4,058	$149,253	100.0%	Defined

Vanguard Global Advisers, LLC

$138,366

0.05%

3,762

State of Tennessee, Department of Treasury

$118,689

0.04%

3,227

ROYAL BANK OF CANADA

$81,356

0.03%

2,212

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	404	$14,859	18.3%	Defined
RBC Capital Markets, LLC	1,807	$66,461	81.7%	Defined
Held directly	1	$36	0.0%	Sole

FMR LLC

$53,514

0.02%

1,455

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	1,038	$38,177	71.3%	Defined
STRATEGIC ADVISERS LLC	417	$15,337	28.7%	Defined

Legal & General Group Plc

$45,460

0.02%

1,236

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,236	$45,460	100.0%	Defined

Ameritas Investment Partners, Inc.

$42,223

0.02%

1,148

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	1,148	$42,223	100.0%	Other

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$39,943

0.02%

1,086

Tower Research Capital LLC (TRC)

$37,883

0.01%

1,030

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,030	$37,883	100.0%	Defined

Versant Capital Management, Inc

$30,968

0.01%

842

Arax Advisory Partners

$28,541

0.01%

776

State of Alaska, Department of Revenue

$17,507

0.01%

476

Allworth Financial LP

$8,532

0.00%

232

HARBOR CAPITAL ADVISORS, INC.

$7,723

0.00%

210

Accent Capital Management, LLC

$7,503

0.00%

204

Sterling Capital Management LLC

$6,914

0.00%

188

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$6,031

0.00%

164

NISA INVESTMENT ADVISORS, LLC

$5,664

0.00%

154

EverSource Wealth Advisors, LLC

$3,750

0.00%

102

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	15	$551	14.7%	Sole
Held directly	87	$3,199	85.3%	Sole

IFP Advisors, Inc

$3,494

0.00%

Essential Partners LLC

$2,427

0.00%

ROTHSCHILD INVESTMENT LLC

$1,875

0.00%

PICTON MAHONEY ASSET MANAGEMENT

$1,802

0.00%

GAMMA Investing LLC

$1,544

0.00%

Optiver Holding B.V.

$1,250

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	34	$1,250	100.0%	Defined

Key facts CIK 1754226 CUSIP 68417L107 13F (30d) 33 filings 33 filers Visit website Investor relations