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 93 institutions that hold shares in the stock, with a total of 5.63 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
34,396
shares
|
$890,512
0.0% of portfolio
|
Q3 2025
Added 36.22%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
32,785
shares
|
$848,803
0.02% of portfolio
|
Q3 2025
Added 42.39%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
32,415
shares
|
$839,224
0.0% of portfolio
|
Q3 2025
Added 18.87%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
32,153
shares
|
$832,441
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
31,250
shares
|
$809,062
0.0% of portfolio
|
Q3 2025
Reduced 40.89%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
30,854
shares
|
$798,810
0.0% of portfolio
|
Q3 2025
Added 104.41%
|
|
|
Summer Haven Investment Management, LLC
|
Nov 03, 2025 Q3 2025 |
30,542
shares
|
$790,732
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
28,400
shares
|
$735,276
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
26,998
shares
|
$698,978
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
26,078
shares
|
$675,159
0.02% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
22,761
shares
|
$589,282
0.01% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
21,410
shares
|
$554,304
0.0% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
20,361
shares
|
$527,146
0.0% of portfolio
|
Q3 2025
Added 268.59%
|
|
|
Gator Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
20,180
shares
|
$522,460
0.13% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
19,824
shares
|
$513,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
17,915
shares
|
$463,819
0.0% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
16,874
shares
|
$436,867
0.0% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
14,200
shares
|
$367,638
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,562
shares
|
$351,120
0.0% of portfolio
|
Q3 2025
Added 53.69%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
12,600
shares
|
$326,214
0.0% of portfolio
|
Q3 2025
Added 53.66%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
12,200
shares
|
$315,858
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
11,880
shares
|
$307,573
0.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
11,566
shares
|
$299,443
0.0% of portfolio
|
Q3 2025
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%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
10,900
shares
|
$282,201
0.0% of portfolio
|
Q3 2025
Reduced 47.85%
|
|