Orange County Bancorp, Inc. /DE/ - OBT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,960,135 | 72,093 | 0.0% | 0.0% | 1 | +67,815 | 3.58% | Q2 2026 | Aug 07, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 1,060,922 | 39,020 | 4.74% | 4.4% | 2 | -568 | -0.05% | Q2 2026 | Jul 21, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 471,006 | 17,323 | 0.0% | 0.0% | 3 | +9,304 | 2.02% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 311,740 | 11,465 | 0.01% | 0.0% | 4 | +76,460 | 32.5% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 307,530 | 11,310 | 0.01% | 0.01% | 5 | -1,780 | -0.58% | Q2 2026 | Sep 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 290,181 | 10,674 | 0.0% | 0.0% | 6 | +29,708 | 11.41% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 216,289 | 7,955 | 0.0% | 0.0% | 7 | +29,141 | 15.57% | Q2 2026 | Aug 07, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 186,035 | 6,842 | 1.13% | 1.18% | 8 | -11,501 | -5.82% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 153,814 | 5,657 | 0.0% | 0.0% | 9 | +26,878 | 21.17% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 163,889 | 5,241 | 0.0% | 0.0% | 10 | -55,310 | -25.23% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 110,940 | 4,080 | 0.0% | 0.0% | 11 | +9,752 | 9.64% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 108,045 | 3,973 | 0.0% | 0.0% | 12 | +78,851 | 270.09% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 101,648 | 3,738 | 0.0% | 0.0% | 13 | +23,343 | 29.81% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 98,930 | 3,638 | 0.0% | 0.0% | 14 | +10,220 | 11.52% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 98,314 | 3,615 | 0.0% | 0.0% | 15 | -399,108 | -80.24% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 85,765 | 3,154 | 0.0% | 0.0% | 16 | +17,965 | 26.5% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 84,374 | 3,103 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 76,592 | 2,817 | 0.0% | 0.0% | 18 | -11,274 | -12.83% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 75,601 | 2,780 | 0.0% | 0.0% | 19 | +3,573 | 4.96% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 72,328 | 2,660 | 0.0% | 0.0% | 20 | +253 | 0.35% | Q2 2026 | Aug 13, 2026 |
| EJF Capital LP | History | Reduced | 70,543 | 2,594 | 1.74% | 1.82% | 21 | -10,299 | -12.74% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 57,789 | 2,125 | 0.0% | 0.0% | 22 | +10,131 | 21.26% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 55,095 | 2,026 | 0.0% | 0.0% | 23 | +4,651 | 9.22% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 49,100 | 1,805 | 0.0% | 0.0% | 24 | +26,200 | 114.41% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 44,789 | 1,647 | 0.0% | 0.0% | 25 | +1,692 | 3.93% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 43,429 | 1,596 | 0.0% | 0.0% | 26 | -3,371 | -7.2% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 40,764 | 1,499 | 0.0% | 0.0% | 27 | +29,634 | 266.25% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 39,446 | 1,450 | 0.0% | 0.0% | 28 | +1,568 | 4.14% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 37,711 | 1,387 | 0.0% | 0.0% | 29 | +4,922 | 15.01% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 37,278 | 1,371 | 0.0% | 0.0% | 30 | +19,402 | 108.54% | Q2 2026 | Aug 13, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | New | 37,050 | 1,362 | 0.94% | — | 31 | +37,050 | New | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 35,205 | 1,294 | 0.0% | 0.0% | 32 | +6,364 | 22.07% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 35,000 | 1,287 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 34,950 | 1,285 | 0.0% | 0.0% | 34 | +950 | 2.79% | Q2 2026 | Aug 07, 2026 |
| Carnegie Investment Counsel | History | No change | 31,428 | 1,155 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 27,187 | 999 | 0.54% | 0.53% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 27,000 | 993 | 0.18% | 0.33% | 37 | -25,573 | -48.64% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 26,655 | 980 | 0.01% | 0.01% | 38 | +14,066 | 111.73% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 26,580 | 977 | 0.0% | 0.0% | 39 | -20,958 | -44.09% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 26,156 | 962 | 0.0% | 0.0% | 40 | +5,106 | 24.26% | Q2 2026 | Sep 02, 2026 |
| BARCLAYS PLC | History | Reduced | 25,917 | 953 | 0.0% | 0.0% | 41 | -7,581 | -22.63% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 24,780 | 911 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 26,998 | 863 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 22,959 | 844 | 0.0% | 0.0% | 44 | +12,080 | 111.04% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 22,336 | 831 | 0.0% | 0.0% | 45 | +17,569 | 368.55% | Q2 2026 | Aug 12, 2026 |
| Gator Capital Management, LLC | History | Added to | 22,020 | 809 | 0.17% | 0.14% | 46 | +450 | 2.09% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 21,260 | 781 | 0.0% | 0.0% | 47 | +41 | 0.19% | Q2 2026 | Aug 07, 2026 |
| Nuveen, LLC | History | Reduced | 21,075 | 775 | 0.0% | 0.0% | 48 | -21,279 | -50.24% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 17,328 | 637 | 0.0% | 0.0% | 49 | +500 | 2.97% | Q2 2026 | Jul 29, 2026 |
| Squarepoint Ops LLC | History | Added to | 15,756 | 579 | 0.0% | 0.0% | 50 | +3,301 | 26.5% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 12,635 | 464 | 0.0% | 0.0% | 51 | +2,082 | 19.73% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 12,435 | 457 | 0.0% | 0.0% | 52 | +8,142 | 189.66% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,890 | 400 | 0.0% | 0.0% | 53 | +6,526 | 149.54% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 10,352 | 380 | 0.0% | 0.0% | 54 | +6,347 | 158.48% | Q2 2026 | Aug 13, 2026 |
| Voleon Capital Management LP | History | New | 9,964 | 366 | 0.01% | — | 55 | +9,964 | New | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 9,858 | 363 | 0.0% | 0.0% | 56 | +449 | 4.77% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,516 | 349 | 0.0% | 0.0% | 57 | +1,960 | 25.94% | Q2 2026 | Aug 05, 2026 |
| MetLife Investment Management, LLC | History | Added to | 8,694 | 319 | 0.0% | 0.0% | 58 | +1,582 | 22.24% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 8,278 | 304 | 0.0% | 0.0% | 59 | -1,281 | -13.4% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Added to | 8,171 | 300 | 0.0% | 0.0% | 60 | +1,854 | 29.35% | Q2 2026 | Aug 14, 2026 |
| Daytona Street Capital LLC | History | No change | 8,000 | 295 | 0.22% | 0.2% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 8,000 | 294 | 0.01% | 0.01% | 63 | -4,200 | -34.43% | Q2 2026 | Aug 12, 2026 |
| KAHN BROTHERS GROUP INC | History | No change | 8,000 | 294 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 7,062 | 259 | 0.0% | 0.0% | 64 | +651 | 10.15% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 6,881 | 253 | 0.0% | — | 65 | +6,881 | New | Q2 2026 | Aug 19, 2026 |
| Quadrature Capital Ltd | History | New | 6,654 | 244 | 0.0% | — | 66 | +6,654 | New | Q2 2026 | Aug 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 6,611 | 243 | 0.0% | 0.0% | 67 | -3,150 | -32.27% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 6,425 | 236 | 0.0% | 0.0% | 68 | +5,816 | 955.01% | Q2 2026 | Aug 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 6,323 | 232 | 0.0% | — | 69 | +6,323 | New | Q2 2026 | Jul 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 5,886 | 216 | 0.0% | 0.0% | 70 | +2,800 | 90.73% | Q2 2026 | Jul 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,824 | 214 | 0.0% | 0.0% | 71 | +272 | 4.9% | Q2 2026 | Aug 14, 2026 |
| CULBERTSON A N & CO INC | History | New | 5,800 | 213 | 0.02% | — | 72 | +5,800 | New | Q2 2026 | Jul 29, 2026 |
| Biondo Investment Advisors, LLC | History | New | 5,700 | 209 | 0.03% | — | 73 | +5,700 | New | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 5,106 | 187 | 0.0% | 0.0% | 74 | +4,214 | 472.42% | Q2 2026 | Aug 06, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 4,714 | 173 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GoalVest Advisory LLC | History | New | 4,100 | 150 | 0.03% | — | 76 | +4,100 | New | Q2 2026 | Jul 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 4,058 | 149 | 0.0% | 0.0% | 77 | +1,220 | 42.99% | Q2 2026 | Jul 23, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 3,762 | 138 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | New | 3,227 | 118 | 0.0% | — | 79 | +3,227 | New | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,212 | 81 | 0.0% | 0.0% | 80 | +1,183 | 114.97% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 1,883 | 60 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 1,455 | 53 | 0.0% | 0.0% | 82 | +60 | 4.3% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 1,236 | 45 | 0.0% | 0.0% | 83 | +204 | 19.77% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,148 | 42 | 0.0% | 0.0% | 84 | +304 | 36.02% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,086 | 39 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,030 | 37 | 0.0% | 0.0% | 86 | -528 | -33.89% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 842 | 30 | 0.0% | 0.0% | 87 | -16 | -1.86% | Q2 2026 | Jul 02, 2026 |
| Arax Advisory Partners | History | Added to | 776 | 28 | 0.0% | 0.0% | 88 | +685 | 752.75% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | No change | 476 | 17 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Added to | 232 | 8 | 0.0% | 0.0% | 91 | +179 | 337.74% | Q2 2026 | Aug 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 210 | 8 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Accent Capital Management, LLC | History | Reduced | 204 | 7 | 0.0% | 0.01% | 92 | -159 | -43.8% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 164 | 6 | 0.0% | 0.0% | 93 | -468 | -74.05% | Q2 2026 | Aug 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 188 | 6 | 0.0% | 0.0% | 94 | -109 | -36.7% | Q2 2026 | Jul 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 154 | 5 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 102 | 3 | 0.0% | 0.0% | 97 | -280 | -73.3% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Added to | 95 | 3 | 0.0% | — | 96 | +87 | 1087.5% | Q2 2026 | Jul 20, 2026 |
| Essential Partners LLC | History | Reduced | 66 | 2 | 0.0% | 0.0% | 98 | -63 | -48.84% | Q2 2026 | Aug 10, 2026 |
| Optiver Holding B.V. | History | Reduced | 34 | 1 | 0.0% | 0.0% | 100 | -88 | -72.13% | Q2 2026 | Aug 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 49 | 1 | 0.0% | — | 103 | +49 | New | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 51 | 1 | 0.0% | — | 99 | +22 | 75.86% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Added to | 17 | 1 | 0.0% | — | 101 | +10 | 142.86% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -27,384 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,341 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21 | 0 | — | — | — | +10 | 90.91% | Q2 2026 | Jul 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 22, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 17 | 0 | — | — | — | +5 | 41.67% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | Added to | 13 | 0 | — | — | — | +2 | 18.18% | Q2 2026 | Jul 16, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |