Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

103
Institutional holders
7M
Shares held (tracked funds)
54.0%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed1,892,320$61M23.0%2026-Q1
Orange Investment Advisors, Inc. trimmed1,061,490$34M12.9%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed497,422$16M6.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new461,702$15M5.6%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed309,310$10M3.8%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added260,473$8M3.2%2026-Q1
AMERICAN CENTURY COMPANIES INC added235,280$8M2.9%2026-Q1
BANC FUNDS CO LLC197,536$6M2.4%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed219,199$6M2.4%2026-Q1
STATE STREET CORP added187,148$6M2.3%2026-Q1
DIMENSIONAL FUND ADVISORS LP added126,936$4M1.5%2026-Q1
MORGAN STANLEY added101,188$3M1.2%2026-Q1
NORTHERN TRUST CORP added88,710$3M1.1%2026-Q1
MARSHALL WACE, LLP added87,811$3M1.1%2026-Q1
BROWN BROTHERS HARRIMAN & CO84,374$3M1.0%2026-Q1
EJF Capital LP trimmed80,842$3M1.0%2026-Q1
TWO SIGMA INVESTMENTS, LP added78,305$3M1.0%2026-Q1
VANGUARD FIDUCIARY TRUST CO new72,075$2M0.9%2026-Q1
GOLDMAN SACHS GROUP INC added72,028$2M0.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new67,800$2M0.8%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC added52,573$2M0.6%2026-Q1
Bank of New York Mellon Corp trimmed50,444$2M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ added47,658$2M0.6%2026-Q1
MILLENNIUM MANAGEMENT LLC added47,538$2M0.6%2026-Q1
HSBC HOLDINGS PLC trimmed46,800$2M0.6%2026-Q1
AMERIPRISE FINANCIAL INC added43,097$1M0.5%2026-Q1
Nuveen, LLC added42,354$1M0.5%2026-Q1
FIRST TRUST ADVISORS LP trimmed37,878$1M0.5%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH35,000$1M0.4%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed34,000$1M0.4%2026-Q1
BARCLAYS PLC trimmed33,498$1M0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added32,789$1M0.4%2026-Q1
Carnegie Investment Counsel added31,428$1M0.4%2026-Q1
Quantinno Capital Management LP added28,841$922K0.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC added28,229$903K0.3%2026-Q1
Fourthstone LLC trimmed27,384$876K0.3%2026-Q1
SummerHaven Investment Management, LLC trimmed27,187$869K0.3%2026-Q1
U.S. Capital Wealth Advisors, LLC26,998$863K0.3%2026-Q1
MARTINGALE ASSET MANAGEMENT L P24,780$792K0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added22,900$732K0.3%2026-Q1
Gator Capital Management, LLC added21,570$690K0.3%2026-Q1
LPL Financial LLC trimmed21,219$679K0.3%2026-Q1
CITADEL ADVISORS LLC trimmed21,050$673K0.3%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new17,876$572K0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC16,828$538K0.2%2026-Q1
Numerai GP LLC new15,341$491K0.2%2026-Q1
XTX Topco Ltd new12,589$403K0.2%2026-Q1
Squarepoint Ops LLC trimmed12,455$398K0.2%2026-Q1
Hillsdale Investment Management Inc.12,200$390K0.1%2026-Q1
Qube Research & Technologies Ltd added11,130$356K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added10,879$348K0.1%2026-Q1
RHUMBLINE ADVISERS added10,553$337K0.1%2026-Q1
Thrivent Financial for Lutherans9,761$312K0.1%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added9,559$306K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ new9,409$301K0.1%2026-Q1
Daytona Street Capital LLC8,000$261K0.1%2026-Q1
KAHN BROTHERS GROUP INC8,000$256K0.1%2026-Q1
HighTower Advisors, LLC added7,556$242K0.1%2026-Q1
MetLife Investment Management, LLC added7,112$227K0.1%2026-Q1
IEQ CAPITAL, LLC new6,411$205K0.1%2026-Q1
Invesco Ltd. trimmed6,317$202K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added5,552$178K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed4,767$154K0.1%2026-Q1
GLOBEFLEX CAPITAL L P4,714$151K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed4,364$140K0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed4,293$137K0.1%2026-Q1
UBS Group AG trimmed4,005$128K0.0%2026-Q1
Vanguard Global Advisers, LLC new3,762$120K0.0%2026-Q1
EverSource Wealth Advisors, LLC added8,410$119K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND3,086$99K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey2,838$91K0.0%2026-Q1
CWM, LLC added1,883$60K0.0%2026-Q1
Tower Research Capital LLC (TRC) added1,558$50K0.0%2026-Q1
FMR LLC added1,395$45K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed1,086$35K0.0%2026-Q1
Legal & General Group Plc trimmed1,032$33K0.0%2026-Q1
ROYAL BANK OF CANADA added1,029$33K0.0%2026-Q1
Russell Investments Group, Ltd. trimmed892$29K0.0%2026-Q1
VANGUARD GROUP INC added577,955$17M6.3%2025-Q4 stale
ENDEAVOUR CAPITAL ADVISORS INC new198,200$5M1.9%2025-Q2 stale
Meeder Advisory Services, Inc. new113,749$3M1.0%2025-Q1 stale
BOOTHBAY FUND MANAGEMENT, LLC new63,380$2M0.6%2025-Q2 stale
Azora Capital LP added53,679$2M0.6%2025-Q4 stale
KENNEDY CAPITAL MANAGEMENT LLC32,785$936K0.4%2025-Q4 stale
NorthCrest Asset Manangement, LLC added26,116$758K0.3%2025-Q4 stale
PMC FIG Opportunities LLC new27,230$704K0.3%2025-Q2 stale
HENNESSY ADVISORS INC trimmed25,000$646K0.2%2025-Q2 stale
TWO SIGMA ADVISERS, LP added14,600$417K0.2%2025-Q4 stale
JANE STREET GROUP, LLC added13,562$342K0.1%2025-Q3 stale
JACOBS LEVY EQUITY MANAGEMENT, INC11,880$299K0.1%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed11,582$299K0.1%2025-Q2 stale
Persistent Asset Partners Ltd new9,390$243K0.1%2025-Q2 stale
CULBERTSON A N & CO INC added8,300$237K0.1%2025-Q4 stale
Susquehanna Portfolio Strategies, LLC new8,500$214K0.1%2025-Q3 stale
ALGERT GLOBAL LLC new7,944$200K0.1%2025-Q3 stale
Cubist Systematic Strategies, LLC new7,634$197K0.1%2025-Q2 stale
SG Americas Securities, LLC added5,098$146K0.1%2025-Q4 stale
Corebridge Financial, Inc. added5,007$117K0.0%2025-Q1 stale
RAYMOND JAMES FINANCIAL INC new4,040$104K0.0%2025-Q2 stale
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO1,870$53K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership