Who owns Orange County Bancorp, Inc. (OBT)
Which tracked institutional funds hold OBT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OBT company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
27 tracked funds added or opened OBT while 10 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OBT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OBT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 103 tracked filers holding OBT, 54 increased or opened the position and 38 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OBT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- VANGUARD CAPITAL MANAGEMENT LLC$15M
- VANGUARD FIDUCIARY TRUST CO$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- MALTESE CAPITAL MANAGEMENT LLC$2M
- CITADEL ADVISORS LLC$673K
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$572K
Full exits 4
- VANGUARD GROUP INC$17M
- Azora Capital LP$2M
- KENNEDY CAPITAL MANAGEMENT LLC$936K
- NorthCrest Asset Manangement, LLC$758K
Largest adds
- BlackRock, Inc.$5M
- AMERICAN CENTURY COMPANIES INC$3M
- Orange Investment Advisors, Inc.$2M
- MORGAN STANLEY$2M
- TWO SIGMA INVESTMENTS, LP$1M
- DIMENSIONAL FUND ADVISORS LP$1M
Largest trims
- Fourthstone LLC$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
- ALLIANCEBERNSTEIN L.P.$727K
- WELLINGTON MANAGEMENT GROUP LLP$488K
- BARCLAYS PLC$429K
- Squarepoint Ops LLC$369K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 1,892,320 | $61M | 23.0% | 2026-Q1 |
| Orange Investment Advisors, Inc. trimmed | 1,061,490 | $34M | 12.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 497,422 | $16M | 6.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 461,702 | $15M | 5.6% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 309,310 | $10M | 3.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 260,473 | $8M | 3.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 235,280 | $8M | 2.9% | 2026-Q1 |
| BANC FUNDS CO LLC | 197,536 | $6M | 2.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 219,199 | $6M | 2.4% | 2026-Q1 |
| STATE STREET CORP added | 187,148 | $6M | 2.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 126,936 | $4M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 101,188 | $3M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 88,710 | $3M | 1.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 87,811 | $3M | 1.1% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO | 84,374 | $3M | 1.0% | 2026-Q1 |
| EJF Capital LP trimmed | 80,842 | $3M | 1.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 78,305 | $3M | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 72,075 | $2M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 72,028 | $2M | 0.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 67,800 | $2M | 0.8% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC added | 52,573 | $2M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 50,444 | $2M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 47,658 | $2M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 47,538 | $2M | 0.6% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 46,800 | $2M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 43,097 | $1M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 42,354 | $1M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 37,878 | $1M | 0.5% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH | 35,000 | $1M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 34,000 | $1M | 0.4% | 2026-Q1 |
| BARCLAYS PLC trimmed | 33,498 | $1M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 32,789 | $1M | 0.4% | 2026-Q1 |
| Carnegie Investment Counsel added | 31,428 | $1M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 28,841 | $922K | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 28,229 | $903K | 0.3% | 2026-Q1 |
| Fourthstone LLC trimmed | 27,384 | $876K | 0.3% | 2026-Q1 |
| SummerHaven Investment Management, LLC trimmed | 27,187 | $869K | 0.3% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC | 26,998 | $863K | 0.3% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P | 24,780 | $792K | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 22,900 | $732K | 0.3% | 2026-Q1 |
| Gator Capital Management, LLC added | 21,570 | $690K | 0.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 21,219 | $679K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 21,050 | $673K | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 17,876 | $572K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | 16,828 | $538K | 0.2% | 2026-Q1 |
| Numerai GP LLC new | 15,341 | $491K | 0.2% | 2026-Q1 |
| XTX Topco Ltd new | 12,589 | $403K | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 12,455 | $398K | 0.2% | 2026-Q1 |
| Hillsdale Investment Management Inc. | 12,200 | $390K | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 11,130 | $356K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 10,879 | $348K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 10,553 | $337K | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans | 9,761 | $312K | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 9,559 | $306K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 9,409 | $301K | 0.1% | 2026-Q1 |
| Daytona Street Capital LLC | 8,000 | $261K | 0.1% | 2026-Q1 |
| KAHN BROTHERS GROUP INC | 8,000 | $256K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 7,556 | $242K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC added | 7,112 | $227K | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC new | 6,411 | $205K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 6,317 | $202K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 5,552 | $178K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 4,767 | $154K | 0.1% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P | 4,714 | $151K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 4,364 | $140K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 4,293 | $137K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 4,005 | $128K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 3,762 | $120K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 8,410 | $119K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 3,086 | $99K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 2,838 | $91K | 0.0% | 2026-Q1 |
| CWM, LLC added | 1,883 | $60K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 1,558 | $50K | 0.0% | 2026-Q1 |
| FMR LLC added | 1,395 | $45K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,086 | $35K | 0.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,032 | $33K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,029 | $33K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 892 | $29K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 577,955 | $17M | 6.3% | 2025-Q4 stale |
| ENDEAVOUR CAPITAL ADVISORS INC new | 198,200 | $5M | 1.9% | 2025-Q2 stale |
| Meeder Advisory Services, Inc. new | 113,749 | $3M | 1.0% | 2025-Q1 stale |
| BOOTHBAY FUND MANAGEMENT, LLC new | 63,380 | $2M | 0.6% | 2025-Q2 stale |
| Azora Capital LP added | 53,679 | $2M | 0.6% | 2025-Q4 stale |
| KENNEDY CAPITAL MANAGEMENT LLC | 32,785 | $936K | 0.4% | 2025-Q4 stale |
| NorthCrest Asset Manangement, LLC added | 26,116 | $758K | 0.3% | 2025-Q4 stale |
| PMC FIG Opportunities LLC new | 27,230 | $704K | 0.3% | 2025-Q2 stale |
| HENNESSY ADVISORS INC trimmed | 25,000 | $646K | 0.2% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP added | 14,600 | $417K | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 13,562 | $342K | 0.1% | 2025-Q3 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11,880 | $299K | 0.1% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,582 | $299K | 0.1% | 2025-Q2 stale |
| Persistent Asset Partners Ltd new | 9,390 | $243K | 0.1% | 2025-Q2 stale |
| CULBERTSON A N & CO INC added | 8,300 | $237K | 0.1% | 2025-Q4 stale |
| Susquehanna Portfolio Strategies, LLC new | 8,500 | $214K | 0.1% | 2025-Q3 stale |
| ALGERT GLOBAL LLC new | 7,944 | $200K | 0.1% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC new | 7,634 | $197K | 0.1% | 2025-Q2 stale |
| SG Americas Securities, LLC added | 5,098 | $146K | 0.1% | 2025-Q4 stale |
| Corebridge Financial, Inc. added | 5,007 | $117K | 0.0% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC new | 4,040 | $104K | 0.0% | 2025-Q2 stale |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1,870 | $53K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.