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 72 institutions that hold shares in the stock, with a total of 4.75 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
1,178,905
shares
|
$30.7 Million
3.33% of portfolio
|
Q1 2025
Added 95.77%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
509,258
shares
|
$13.2 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
451,212
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
Added 100.01%
|
|
|
Banc Funds CO LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
433,632
shares
|
$11.3 Million
1.82% of portfolio
|
Q1 2025
Added 82.18%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
327,314
shares
|
$8.51 Million
0.0% of portfolio
|
Q2 2024
Added 2.81%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
246,240
shares
|
$6.4 Million
0.01% of portfolio
|
Q1 2025
Added 100.02%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
225,482
shares
|
$5.86 Million
0.0% of portfolio
|
Q1 2025
Added 102.84%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
194,662
shares
|
$5.06 Million
0.0% of portfolio
|
Q1 2025
Added 93.21%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
153,492
shares
|
$3.99 Million
0.0% of portfolio
|
Q1 2025
Added 97.8%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
123,996
shares
|
$3.22 Million
0.0% of portfolio
|
Q1 2025
Added 130.68%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
113,749
shares
|
$2.96 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
82,703
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2025
Added 92.63%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
45,414
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 163.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
36,838
shares
|
$957,788
0.0% of portfolio
|
Q1 2025
Added 85.03%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
35,000
shares
|
$910,000
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
35,000
shares
|
$910,000
0.03% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
31,458
shares
|
$817,908
0.0% of portfolio
|
Q1 2025
Added 100.46%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
30,313
shares
|
$788,138
0.0% of portfolio
|
Q1 2025
Added 55.99%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
28,400
shares
|
$738,400
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
27,844
shares
|
$723,944
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
26,998
shares
|
$701,948
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
25,985
shares
|
$675,610
0.02% of portfolio
|
Q1 2025
Added 100.05%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
22,649
shares
|
$588,874
0.0% of portfolio
|
Q1 2025
Added 120.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
21,560
shares
|
$560,560
0.0% of portfolio
|
Q1 2025
Added 85.78%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
21,461
shares
|
$557,986
0.01% of portfolio
|
Q1 2025
New holding
|