Skip to main content
Equibles
OBT logo

OBT · Orange County Bancorp, Inc. /DE/

Track OBT — free Ask ALVIS about OBT
$38.57 -0.31 (-0.80%) At close · Jul 29
Market Cap
$517.14M
Shares
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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 108
Total Value: $234,709,547
Total Shares: 7,163,893
Showing 1–100 of 108 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 103 13F filers
Top Holder
26.5%
Jun 2023 → Mar 2026 · range 15.9% – 26.9%
of institutional value
Top 5
59.1%
Jun 2023 → Mar 2026 · range 56.7% – 71.7%
of institutional value
Top 10
74.5%
Jun 2023 → Mar 2026 · range 74.0% – 91.6%
of institutional value
HHI
1,100
Jun 2023 → Mar 2026 · range 833 – 1,285
Broadly held
Showing 100 of 108
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $60,516,390 25.78% 1,892,320
Small Orange Investment Advisors, Inc. $39,020,711 16.63% 1,060,922
Mega WELLINGTON MANAGEMENT GROUP LLP $15,907,555 6.78% 497,422
Mega VANGUARD CAPITAL MANAGEMENT LLC $14,765,229 6.29% 461,702
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $9,891,733 4.21% 309,310
Mega GEODE CAPITAL MANAGEMENT, LLC $8,329,926 3.55% 260,473
Mega AMERICAN CENTURY COMPANIES INC $7,524,254 3.21% 235,280
Mega ALLIANCEBERNSTEIN L.P. $7,009,984 2.99% 219,199
Small BANC FUNDS CO LLC $6,317,201 2.69% 197,536
Mega STATE STREET CORP $5,984,993 2.55% 187,148
Mega DIMENSIONAL FUND ADVISORS LP $4,059,411 1.73% 126,936
Mega MORGAN STANLEY $3,235,989 1.38% 101,188
Mega NORTHERN TRUST CORP Bank $2,836,944 1.21% 88,710
Large MARSHALL WACE, LLP $2,809,953 1.20% 87,866
Large BROWN BROTHERS HARRIMAN & CO $2,698,280 1.15% 84,374
Small EJF Capital LP $2,585,327 1.10% 80,842
Mega TWO SIGMA INVESTMENTS, LP $2,504,193 1.07% 78,305
Mega VANGUARD FIDUCIARY TRUST CO Bank $2,304,958 0.98% 72,075
Mega GOLDMAN SACHS GROUP INC $2,303,455 0.98% 72,028
Small MALTESE CAPITAL MANAGEMENT LLC $1,681,283 0.72% 52,573
Mega Bank of New York Mellon Corp Bank $1,613,197 0.69% 50,444
Mega BANK OF AMERICA CORP /DE/ Bank $1,524,102 0.65% 47,658
Mega MILLENNIUM MANAGEMENT LLC $1,520,265 0.65% 47,538
Mega HSBC HOLDINGS PLC $1,496,664 0.64% 46,800
Mega AMERIPRISE FINANCIAL INC $1,378,242 0.59% 43,097
Mega Nuveen, LLC $1,354,480 0.58% 42,354
Large KEYBANK NATIONAL ASSOCIATION/OH Bank $1,287,300 0.55% 35,000
Mega FIRST TRUST ADVISORS LP $1,211,338 0.52% 37,878
Mega VICTORY CAPITAL MANAGEMENT INC $1,087,320 0.46% 34,000
Mega BARCLAYS PLC $1,071,265 0.46% 33,498
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,048,592 0.45% 32,789
Mid Carnegie Investment Counsel $1,005,067 0.43% 31,428
Small SummerHaven Investment Management, LLC $999,937 0.43% 27,187
Mega AQR CAPITAL MANAGEMENT LLC $933,621 0.40% 29,194
Large Quantinno Capital Management LP $922,335 0.39% 28,841
Small Fourthstone LLC $875,740 0.37% 27,384
Mid U.S. Capital Wealth Advisors, LLC $863,396 0.37% 26,998
Mid MARTINGALE ASSET MANAGEMENT L P $792,464 0.34% 24,780
Large RENAISSANCE TECHNOLOGIES LLC $732,342 0.31% 22,900
Small Gator Capital Management, LLC $689,808 0.29% 21,570
Mega LPL Financial LLC $678,583 0.29% 21,219
Mega CITADEL ADVISORS LLC $673,178 0.29% 21,050
Large COMMONWEALTH EQUITY SERVICES, LLC $637,323 0.27% 17,328
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $571,674 0.24% 17,876
Small Numerai GP LLC $490,605 0.21% 15,341
Mid XTX Topco Ltd $402,596 0.17% 12,589
Large Squarepoint Ops LLC $398,310 0.17% 12,455
Mid Hillsdale Investment Management Inc. $390,156 0.17% 12,200
Large Qube Research & Technologies Ltd $355,937 0.15% 11,130
Mega BNP PARIBAS ARBITRAGE, SA $347,910 0.15% 10,879
Mega RHUMBLINE ADVISERS $337,484 0.14% 10,553
Large Thrivent Financial for Lutherans $312,156 0.13% 9,761
Large Connor, Clark & Lunn Investment Management Ltd. $305,696 0.13% 9,559
Mega PRICE T ROWE ASSOCIATES INC /MD/ $300,899 0.13% 9,409
Small KAHN BROTHERS GROUP INC $255,840 0.11% 8,000
Small Daytona Street Capital LLC $255,840 0.11% 8,000
Large HighTower Advisors, LLC $241,640 0.10% 7,556
Mid Y-Intercept (Hong Kong) Ltd $232,559 0.10% 6,323
Large MetLife Investment Management, LLC $227,441 0.10% 7,112
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $216,487 0.09% 5,886
Small CULBERTSON A N & CO INC $213,324 0.09% 5,800
Large IEQ CAPITAL, LLC $205,023 0.09% 6,411
Mega Invesco Ltd. $202,015 0.09% 6,317
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $177,552 0.08% 5,552
Mega JPMORGAN CHASE & CO $152,448 0.06% 4,767
Small GoalVest Advisory LLC $150,798 0.06% 4,100
Small GLOBEFLEX CAPITAL L P $150,753 0.06% 4,714
Large Police & Firemen's Retirement System of New Jersey Pension $149,253 0.06% 4,058
Mega WELLS FARGO & COMPANY/MN $139,560 0.06% 4,364
Mega DEUTSCHE BANK AG\ Bank $137,289 0.06% 4,293
Mega UBS Group AG $128,079 0.05% 4,005
Mega Vanguard Global Advisers, LLC $120,308 0.05% 3,762
Large CWM, LLC $60,218 0.03% 1,883
Mid Tower Research Capital LLC (TRC) $49,824 0.02% 1,558
Mega FMR LLC $44,611 0.02% 1,395
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $34,730 0.01% 1,086
Mega Legal & General Group Plc $33,003 0.01% 1,032
Mega ROYAL BANK OF CANADA Bank $32,907 0.01% 1,029
Small Versant Capital Management, Inc $30,968 0.01% 842
Large Russell Investments Group, Ltd. $28,525 0.01% 892
Mid Ameritas Investment Partners, Inc. $26,991 0.01% 844
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $20,211 0.01% 632
Mega CITIGROUP INC $19,474 0.01% 609
Mid State of Alaska, Department of Revenue $17,507 0.01% 476
Small Accent Capital Management, LLC $11,608 0.00% 363
Mid Sterling Capital Management LLC $6,914 0.00% 188
Mid HARBOR CAPITAL ADVISORS, INC. $6,715 0.00% 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 EverSource Wealth Advisors, LLC $3,750 0.00% 102
Mid IFP Advisors, Inc $3,494 0.00% 95
Mid Arax Advisory Partners $2,910 0.00% 91
Mid Allworth Financial LP $1,694 0.00% 53
Mid GAMMA Investing LLC $1,544 0.00% 42
Mid MAI Capital Management $1,375 0.00% 43
Mid ROTHSCHILD INVESTMENT LLC $927 0.00% 29
Mid Farther Finance Advisors, LLC $772 0.00% 21
Micro True Wealth Design, LLC $478 0.00% 13
Small Basecamp Wealth Advisors LLC $383 0.00% 12
Key facts CIK 1754226 CUSIP 68417L107 13F (30d) 20 filings 20 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)