OBT · Orange County Bancorp, Inc. · Shareholders & Ownership

$38.10 -0.35 (-0.91%)

Russell 2000 member Rebalance outlook locked

Market Cap

$515.54M

13.41M

Volume · Oct 28 46.99K Avg daily vol (3M) 56.25K

Every disclosed holder of OBT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns OBT

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	113	7,280,430	54.30%	Yes
Insiders (Forms 3, 4, 5)	17	1,136,830	8.48%	Yes
13D/G-only blocks	2	1,628,108	12.14%	Yes
Remaining	—	3,362,595	25.08%	Rest
Registered funds (N-PORT, not summed)	151	2,640,258	19.69%	No

Shares outstanding: 13,407,963, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of OBT

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,960,135	14.62%	+67,815	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	332,905	2.48%	+26,989	Jun 30, 2026	iShares Trust, not summed
1.2	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	258,259	1.93%	-4,364	Aug 31, 2026	BlackRock Funds, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	74,507	0.56%	+3,069	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	37,681	0.28%	+8,035	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	37,407	0.28%	+7,120	Jun 30, 2026	iShares Trust, not summed
2	BlackRock Portfolio Management LLC 13G CIK 2052113 · Holding company · Sep 30, 2026 Rule 13d-1(b), qualified institution	1,084,329	8.09%	-147,505	Sep 30, 2026	Rule 13d-1(b), qualified institution
3	Orange Investment Advisors, Inc. 13F CIK 943442 · Registered investment adviser · Sep 30, 2026	1,060,922	7.91%	0	Sep 30, 2026
4	Bay Pond Partners, L.P. 13G CIK 936872 · Unknown · Jun 30, 2025 Rule 13d-1(c), passive investor	543,779	4.06%	-195,797	Jun 30, 2025	Rule 13d-1(c), passive investor
5	Rowley Richard B Insider CIK 1370312 · Oct 1, 2026 Director, issuer-wide	537,134	4.01%	0	Oct 1, 2026	Director, issuer-wide
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	471,006	3.51%	+9,304	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	337,803	2.52%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	311,740	2.33%	+76,460	Jun 30, 2026	carried, not yet filed for the newest quarter
9	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	307,530	2.29%	-1,780	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	161,591	1.21%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	290,181	2.16%	+29,708	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	231,452	1.73%	+51,617	May 31, 2026	American Century ETF Trust, not summed
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	216,289	1.61%	+29,141	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	4,000	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	319	0.00%	+25	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
12.3	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	100	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13	BANC FUNDS CO LLC 13F CIK 1029311 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	186,035	1.39%	-11,501	Jun 30, 2026	carried, not yet filed for the newest quarter
14	HOLCOMBE GREGORY F Insider CIK 1191186 · Oct 1, 2026 Director, issuer-wide	165,238	1.23%	0	Oct 1, 2026	Director, issuer-wide
15	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	163,889	1.22%	-55,310	Jun 30, 2026	carried, not yet filed for the newest quarter
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	153,814	1.15%	+26,878	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	39,674	0.30%	+2,708	Jul 31, 2026	Dimensional ETF Trust, not summed
16.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	25,698	0.19%	+2,107	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	15,450	0.12%	+5,157	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	10,701	0.08%	+2,166	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	8,523	0.06%	+2,052	Jul 31, 2026	Dimensional ETF Trust, not summed
17	Gilfeather Michael J Insider CIK 1333208 · Sep 15, 2026 Director, President and CEO, issuer-wide	145,849	1.09%	0	Sep 15, 2026	Director, President and CEO, issuer-wide
18	John Hancock Financial Opportunities Fund Fund · Registered fund · Jun 30, 2026 John Hancock Financial Opportunities Fund, not summed	123,187	0.92%	—	Jun 30, 2026	John Hancock Financial Opportunities Fund, not summed
19	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	122,703	0.92%	+9,304	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Morrison William D Insider CIK 1875297 · Sep 15, 2026 Director, issuer-wide	113,766	0.85%	0	Sep 15, 2026	Director, issuer-wide
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	110,940	0.83%	+9,752	Jun 30, 2026	carried, not yet filed for the newest quarter
22	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	108,045	0.81%	+78,851	Jun 30, 2026	carried, not yet filed for the newest quarter
23	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	101,648	0.76%	+23,343	Jun 30, 2026	carried, not yet filed for the newest quarter
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	98,930	0.74%	+10,220	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,572	0.05%	+925	Jun 30, 2026	Northern Funds, not summed
25	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	98,314	0.73%	-399,108	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	85,765	0.64%	+17,965	Jun 30, 2026	carried, not yet filed for the newest quarter
27	BROWN BROTHERS HARRIMAN & CO 13F CIK 14661 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	84,374	0.63%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
28	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	76,592	0.57%	-11,274	Jun 30, 2026	carried, not yet filed for the newest quarter
29	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	75,601	0.56%	+3,573	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	8,020	0.06%	+2,240	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
30	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	72,328	0.54%	+253	Jun 30, 2026	carried, not yet filed for the newest quarter
31	EJF Capital LP 13F CIK 1353254 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	70,543	0.53%	-10,299	Jun 30, 2026	carried, not yet filed for the newest quarter
32	BlackRock Advantage Small Cap Growth Fund Fund S000001507 · Registered fund · Jun 30, 2026 BlackRock Funds, not summed	68,079	0.51%	-1,255	Jun 30, 2026	BlackRock Funds, not summed
33	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	59,987	0.45%	+2,022	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	57,789	0.43%	+10,131	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	55,095	0.41%	+4,651	Jun 30, 2026	carried, not yet filed for the newest quarter
36	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	49,100	0.37%	+26,200	Jun 30, 2026	carried, not yet filed for the newest quarter
37	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	44,789	0.33%	+1,692	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Columbia Integrated Small Cap Growth Fund Fund S000074122 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	10,291	0.08%	+1,491	May 31, 2026	Columbia Funds Series Trust II, not summed
38	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	43,429	0.32%	-3,371	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	40,764	0.30%	+29,634	Jun 30, 2026	carried, not yet filed for the newest quarter
40	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	39,446	0.29%	+1,568	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	First Trust Dow Jones Select MicroCap Index Fund Fund S000010772 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	34,709	0.26%	+1,555	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
40.2	First Trust NASDAQ ABA Community Bank Index Fund Fund S000026211 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	4,726	0.04%	+13	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
41	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	37,711	0.28%	+4,922	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	30,794	0.23%	+4,918	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
41.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	6,824	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
42	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	37,278	0.28%	+19,402	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Elizabeth Park Capital Advisors, Ltd. 13F CIK 1600583 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	37,050	0.28%	+37,050	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	35,205	0.26%	+6,364	Jun 30, 2026	carried, not yet filed for the newest quarter
45	KEYBANK NATIONAL ASSOCIATION/OH 13F CIK 1089877 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	35,000	0.26%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	34,950	0.26%	+950	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Victory Integrity Discovery Fund Fund S000046401 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	19,750	0.15%	+1,450	Jun 30, 2026	Victory Portfolios, not summed
46.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	1,369	0.01%	+82	Jul 31, 2026	Victory Portfolios III, not summed
47	Ruhl Joseph A Insider CIK 1875278 · Mar 19, 2026 Reg Pres, Westchester County, issuer-wide	34,782	0.26%	+3,746	Mar 19, 2026	Reg Pres, Westchester County, issuer-wide
48	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13F CIK 1510434 · Registered investment adviser · Sep 30, 2026	32,739	0.24%	+32,739	Sep 30, 2026
49	Carnegie Investment Counsel 13F CIK 1511506 · Registered investment adviser · Sep 30, 2026	31,428	0.23%	0	Sep 30, 2026
50	Keane Kevin J Insider CIK 1907910 · Oct 1, 2026 Director, issuer-wide	27,498	0.21%	0	Oct 1, 2026	Director, issuer-wide

21 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 216 holders

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Key facts CIK 1754226 CUSIP 68417L107 13F (30d) 22 filings 22 filers Visit website Investor relations