Who owns Orange County Bancorp (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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on OBT is one-sided between 2026-Q1 and 2026-Q2: 34 added or opened and 7 trimmed or exited — on balance accumulating.
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 gap the other way — the median holder sizes OBT more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 108 tracked filers holding OBT, 72 increased or opened the position and 34 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2026-Q1 and 2026-Q2 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 2
- Sixth Street Partners Management Company, L.P.$1M
- Elizabeth Park Capital Advisors, Ltd.$1M
Full exits 2
- Fourthstone LLC$876K
- U.S. Capital Wealth Advisors, LLC$863K
Largest adds
- BlackRock, Inc.$12M
- Orange Investment Advisors, Inc.$5M
- AMERICAN CENTURY COMPANIES INC$4M
- AQR CAPITAL MANAGEMENT LLC$3M
- VANGUARD CAPITAL MANAGEMENT LLC$3M
- GEODE CAPITAL MANAGEMENT, LLC$2M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$12M
- ALLIANCEBERNSTEIN L.P.$1M
- MALTESE CAPITAL MANAGEMENT LLC$688K
- Nuveen, LLC$579K
- MILLENNIUM MANAGEMENT LLC$543K
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. added | 1,960,135 | $72M | 23.9% | 2026-Q2 |
| Orange Investment Advisors, Inc. trimmed | 1,060,922 | $39M | 13.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 471,006 | $17M | 5.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 311,740 | $11M | 3.8% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 307,530 | $11M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 290,181 | $11M | 3.5% | 2026-Q2 |
| STATE STREET CORP added | 216,289 | $8M | 2.6% | 2026-Q2 |
| BANC FUNDS CO LLC trimmed | 186,035 | $7M | 2.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 153,814 | $6M | 1.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 163,889 | $5M | 1.7% | 2026-Q2 |
| MORGAN STANLEY added | 110,940 | $4M | 1.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 108,045 | $4M | 1.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 101,648 | $4M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 98,930 | $4M | 1.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 98,314 | $4M | 1.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 85,765 | $3M | 1.0% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 84,374 | $3M | 1.0% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 76,592 | $3M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 75,601 | $3M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 72,328 | $3M | 0.9% | 2026-Q2 |
| EJF Capital LP trimmed | 70,543 | $3M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 57,789 | $2M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 55,095 | $2M | 0.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 49,100 | $2M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 44,789 | $2M | 0.5% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 43,429 | $2M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 40,764 | $1M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 39,446 | $1M | 0.5% | 2026-Q2 |
| Sixth Street Partners Management Company, L.P. new | 37,711 | $1M | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 37,711 | $1M | 0.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 37,278 | $1M | 0.5% | 2026-Q2 |
| Elizabeth Park Capital Advisors, Ltd. new | 37,050 | $1M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 35,205 | $1M | 0.4% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH | 35,000 | $1M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 34,950 | $1M | 0.4% | 2026-Q2 |
| Carnegie Investment Counsel | 31,428 | $1M | 0.4% | 2026-Q2 |
| SummerHaven Investment Management, LLC | 27,187 | $1,000K | 0.3% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 27,000 | $993K | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 26,655 | $980K | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 26,580 | $978K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 26,156 | $962K | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 25,917 | $953K | 0.3% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P | 24,780 | $911K | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 22,959 | $844K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 22,336 | $832K | 0.3% | 2026-Q2 |
| Gator Capital Management, LLC added | 22,020 | $810K | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 21,260 | $782K | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 21,075 | $775K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 17,328 | $637K | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 15,756 | $580K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 12,635 | $465K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 12,435 | $457K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 10,890 | $401K | 0.1% | 2026-Q2 |
| UBS Group AG added | 10,352 | $381K | 0.1% | 2026-Q2 |
| Voleon Capital Management LP new | 9,964 | $366K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 9,858 | $363K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 8,694 | $320K | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 8,278 | $304K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 8,171 | $301K | 0.1% | 2026-Q2 |
| Daytona Street Capital LLC | 8,000 | $295K | 0.1% | 2026-Q2 |
| Hillsdale Investment Management Inc. trimmed | 8,000 | $294K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 7,062 | $260K | 0.1% | 2026-Q2 |
| KAHN BROTHERS GROUP INC | 8,000 | $256K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 6,881 | $253K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 6,654 | $245K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 6,425 | $236K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 6,323 | $233K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 5,886 | $216K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 5,824 | $214K | 0.1% | 2026-Q2 |
| CULBERTSON A N & CO INC trimmed | 5,800 | $213K | 0.1% | 2026-Q2 |
| Biondo Investment Advisors, LLC new | 5,700 | $210K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 5,106 | $188K | 0.1% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P | 4,714 | $173K | 0.1% | 2026-Q2 |
| GoalVest Advisory LLC new | 4,100 | $151K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 4,058 | $149K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 3,762 | $138K | 0.0% | 2026-Q2 |
| State of Tennessee, Department of Treasury new | 3,227 | $119K | 0.0% | 2026-Q2 |
| VANGUARD GROUP INC added | 577,955 | $17M | 5.5% | 2025-Q4 stale |
| ENDEAVOUR CAPITAL ADVISORS INC new | 198,200 | $5M | 1.7% | 2025-Q2 stale |
| Meeder Advisory Services, Inc. new | 113,749 | $3M | 0.9% | 2025-Q1 stale |
| BOOTHBAY FUND MANAGEMENT, LLC new | 63,380 | $2M | 0.5% | 2025-Q2 stale |
| Azora Capital LP added | 53,679 | $2M | 0.5% | 2025-Q4 stale |
| KENNEDY CAPITAL MANAGEMENT LLC | 32,785 | $936K | 0.3% | 2025-Q4 stale |
| Fourthstone LLC trimmed | 27,384 | $876K | 0.3% | 2026-Q1 stale |
| U.S. Capital Wealth Advisors, LLC | 26,998 | $863K | 0.3% | 2026-Q1 stale |
| NorthCrest Asset Manangement, LLC added | 26,116 | $758K | 0.3% | 2025-Q4 stale |
| PMC FIG Opportunities LLC new | 27,230 | $704K | 0.2% | 2025-Q2 stale |
| HENNESSY ADVISORS INC trimmed | 25,000 | $646K | 0.2% | 2025-Q2 stale |
| Numerai GP LLC new | 15,341 | $491K | 0.2% | 2026-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 14,600 | $417K | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 13,562 | $342K | 0.1% | 2025-Q3 stale |
| Thrivent Financial for Lutherans | 9,761 | $312K | 0.1% | 2026-Q1 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 |
| HighTower Advisors, LLC added | 7,556 | $242K | 0.1% | 2026-Q1 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 | 0.0% | 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.