Orange County Bancorp, Inc. /DE/ - Common Stock (OBT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
OBT on Nasdaq
Shares outstanding
13,444,295
Price per share
$29.14
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,236,262
Total reported value
$206,607,180
% of total 13F portfolios
0%
Share change
-34,782
Value change
-$794,720
Number of holders
92
Price from insider filings
$29.14
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Orange County Bancorp, Inc. /DE/ - Common Stock (OBT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 9.2% $31,054,535 1,231,834 BlackRock Portfolio Management LLC 30 Sep 2025
BlackRock, Inc. 5.5% +16% $18,640,324 +$2,846,007 739,402 +18% BlackRock, Inc. 30 Sep 2025
WELLINGTON MANAGEMENT GROUP LLP 4.4% -40% $14,912,950 -$9,450,246 591,549 -39% Wellington Management Group LLP 30 Sep 2025
Bay Pond Partners, L.P. 4.1% -25% $14,817,978 -$5,335,468 543,779 -26% Bay Pond Partners, L.P. 30 Jun 2025

As of 31 Dec 2025, 92 institutional investors reported holding 7,236,262 shares of Orange County Bancorp, Inc. /DE/ - Common Stock (OBT). This represents 54% of the company’s total 13,444,295 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Orange County Bancorp, Inc. /DE/ - Common Stock (OBT) together control 49% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 1,942,349 -1.5% 0% $55,454,063
Orange Investment Advisors, Inc. 8.2% 1,101,617 -5.2% 3.5% $31,451,165
VANGUARD GROUP INC 4.3% 577,955 +4.9% 0% $16,500,615
WELLINGTON MANAGEMENT GROUP LLP 4.3% 574,270 -2.9% 0% $16,395,409
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.3% 313,467 -0.81% 0.01% $8,949,483
GEODE CAPITAL MANAGEMENT, LLC 1.9% 258,623 +3.6% 0% $7,385,090
ALLIANCEBERNSTEIN L.P. 1.8% 244,668 +0.49% 0% $6,985,271
BANC FUNDS CO LLC 1.5% 197,536 -20% 1.1% $5,639,653
Fourthstone LLC 1.4% 192,846 +170% 1% $5,505,753
AMERICAN CENTURY COMPANIES INC 1.2% 166,405 +1.7% 0% $4,750,863
STATE STREET CORP 1.2% 166,234 +1.5% 0% $4,745,981
DIMENSIONAL FUND ADVISORS LP 0.73% 97,731 +17% 0% $2,790,167
EJF Capital LP 0.68% 91,164 -22% 1.5% $2,602,732
NORTHERN TRUST CORP 0.64% 85,797 -4% 0% $2,449,506
BROWN BROTHERS HARRIMAN & CO 0.63% 84,374 0% 0.01% $2,408,878
GOLDMAN SACHS GROUP INC 0.53% 70,769 +28% 0% $2,020,455
MORGAN STANLEY 0.41% 55,519 +16% 0% $1,585,067
MARSHALL WACE, LLP 0.4% 54,236 +6.3% 0% $1,548,438
Azora Capital LP 0.4% 53,679 +7.4% 0.1% $1,532,535
BARCLAYS PLC 0.39% 52,551 +5.5% 0% $1,500,331
Bank of New York Mellon Corp 0.39% 51,900 -9.7% 0% $1,481,731
MILLENNIUM MANAGEMENT LLC 0.33% 43,997 -16% 0% $1,256,114
TWO SIGMA INVESTMENTS, LP 0.3% 39,768 -25% 0% $1,135,376
FIRST TRUST ADVISORS LP 0.28% 38,234 +19% 0% $1,091,580
VICTORY CAPITAL MANAGEMENT INC 0.28% 38,000 +10% 0% $1,084,900

Institutional Holders of Orange County Bancorp, Inc. /DE/ - Common Stock (OBT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 7,236,262 $206,607,180 -$794,720 $28.55 92
2025 Q3 7,318,515 $184,467,280 +$120,452 $25.21 92
2025 Q2 7,300,189 $188,671,289 +$54,894,614 $25.84 93
2025 Q1 5,185,492 $121,289,075 +$61,193,535 $23.39 71
2024 Q4 2,561,272 $142,331,889 +$1,918,158 $55.57 64
2024 Q3 2,523,932 $152,209,117 +$1,126,469 $60.32 58
2024 Q2 2,493,318 $131,433,163 -$943,635 $52.88 54
2024 Q1 2,505,559 $115,256,815 -$1,425,275 $46.00 50
2023 Q4 2,533,057 $147,774,807 +$676,187 $60.24 52
2023 Q3 2,526,084 $109,049,980 -$746,582 $43.17 52
2023 Q2 2,543,544 $89,865,856 +$6,759,806 $37.00 44
2023 Q1 2,327,107 $102,391,317 -$274,610 $44.00 35
2022 Q4 2,326,535 $108,367,829 +$38,861 $46.58 29
2022 Q3 2,320,702 $89,346,208 +$2,508,789 $38.50 24
2022 Q2 2,255,543 $85,639,562 +$430,941 $37.97 21
2022 Q1 2,229,483 $89,201,754 +$456,895 $40.01 20
2021 Q4 2,217,994 $89,473,000 +$1,051,041 $39.65 18
2021 Q3 2,243,289 $78,852,000 +$48,121,845 $35.14 23
2021 Q2 874,305 $29,727,000 +$137,601 $34.00 2
2021 Q1 870,258 $26,761,000 +$920,864 $30.75 2
2020 Q4 840,312 $22,898,000 +$1,386,943 $27.25 2
2020 Q3 789,414 $18,748,000 -$947,608 $23.75 2
2020 Q2 829,314 $19,696,500 -$648,655 $23.75 3
2020 Q1 856,624 $21,248,900 -$4,788,390 $24.75 3
2019 Q4 1,050,175 $30,875,160 +$327,217 $29.40 3
2019 Q3 1,039,641 $28,855,100 +$300,000 $27.76 4
2019 Q2 1,028,841 $26,209,764 -$71,545 $26.51 3
2019 Q1 1,037,441 $27,854,000 -$1,001,210 $27.00 2
2018 Q4 1,074,523 $28,160,000 -$910,961 $26.50 2
2018 Q3 1,107,853 $32,001,000 +$231,818 $28.92 2
2018 Q2 1,099,802 $32,540,000 +$20,160 $30.40 2
2018 Q1 1,099,102 $30,982,000 +$13,625,220 $28.13 2
2017 Q4 615,597 $33,999,529 -$84,710 $55.52 2
2017 Q3 617,099 $33,231,000 $53.92 2
2017 Q2 617,099 $28,633,000 +$240,162 $46.40 2
2017 Q1 611,923 $29,067,000 +$476,068 $47.50 2
2016 Q4 601,901 $28,001,000 +$630,370 $46.52 2
2016 Q3 588,351 $25,863,000 +$461,111 $44.96 2
2016 Q2 578,466 $26,851,000 -$146,003 $46.53 2
2016 Q1 581,616 $26,368,000 $41.65 2
2015 Q4 581,616 $28,063,000 -$135,102 $48.25 2
2015 Q3 584,416 $28,692,000 -$329,455 $49.25 2
2015 Q2 591,116 $27,543,000 +$4,267,648 $46.75 2
2015 Q1 499,337 $22,220,000 +$14,510,471 $44.50 2
2014 Q4 173,256 $7,537,000 +$81,355 $43.50 2
2014 Q3 171,386 $6,856,000 +$368,030 $40.00 2
2014 Q2 162,186 $6,455,000 +$2,214,895 $39.80 2
2014 Q1 106,525 $4,218,000 -$206,257 $39.60 1