Institutional Ownership Orange County Bancorp, Inc. (OBT)
This table provides information about the institutional ownership of Orange County Bancorp, Inc. (OBT). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 2.5 Million shares, which have been reported (via 13F filing form) to have a value of $64.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
602,184
shares
|
$15.6 Million
3.79% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
327,314
shares
|
$8.47 Million
0.0% of portfolio
|
Q2 2024
Added 2.81%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
264,755
shares
|
$6.85 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Banc Funds CO LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
238,025
shares
|
$6.16 Million
1.98% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
225,592
shares
|
$5.84 Million
0.0% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
123,109
shares
|
$3.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
111,161
shares
|
$2.88 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
100,751
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
77,600
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
53,753
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 59.81%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,933
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
28,000
shares
|
$724,920
0.05% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
22,916
shares
|
$593,295
0.0% of portfolio
|
Q4 2024
Added 19.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
19,909
shares
|
$515,444
0.0% of portfolio
|
Q4 2024
Added 34.47%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
19,433
shares
|
$503,120
0.0% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
19,100
shares
|
$494,499
0.0% of portfolio
|
Q4 2024
Added 129.04%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
17,500
shares
|
$453,075
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
17,211
shares
|
$445,592
0.0% of portfolio
|
Q4 2024
Added 40.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
15,693
shares
|
$406,291
0.0% of portfolio
|
Q4 2024
Added 17.01%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
14,200
shares
|
$367,638
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
13,922
shares
|
$360,440
0.0% of portfolio
|
Q2 2024
Added 4.37%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
12,989
shares
|
$336,285
0.02% of portfolio
|
Q3 2023
Added 7.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
11,605
shares
|
$300,453
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
11,230
shares
|
$290,744
0.36% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
10,292
shares
|
$266,459
0.0% of portfolio
|
Q4 2024
Added 29.72%
|