Orange County Bancorp, Inc. /DE/ - OBT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 No change 1,960,135 72,093 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
Orange Investment Advisors, Inc. History No change 1,060,922 39,201 4.89% 4.74% 2 0 0.0% Q3 2026 Oct 23, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 471,006 17,323 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 311,740 11,465 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 307,530 11,310 0.01% 0.01% 5 0 0.0% Q2 2026 Sep 09, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 290,181 10,674 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 216,289 7,955 0.0% 0.0% 7 0 0.0% Q2 2026 Sep 22, 2026
BANC FUNDS CO LLC History No change 186,035 6,842 1.13% 1.13% 8 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 176,105 6,507 0.0% 0.0% 9 +22,291 14.49% Q3 2026 Nov 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 163,889 5,241 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 110,940 4,080 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 108,045 3,973 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 101,648 3,738 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 98,930 3,638 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 98,314 3,615 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 85,765 3,154 0.0% 0.0% 16 0 0.0% 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 No change 76,592 2,817 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 75,601 2,780 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 72,328 2,660 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
EJF Capital LP History No change 70,543 2,594 1.74% 1.74% 21 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 57,789 2,125 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 55,095 2,026 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 49,100 1,805 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 44,789 1,647 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 43,429 1,596 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 40,764 1,499 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 39,446 1,450 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 37,711 1,387 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 37,278 1,371 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
Elizabeth Park Capital Advisors, Ltd. History No change 37,050 1,362 0.94% 0.94% 31 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 35,205 1,294 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 35,000 1,293 0.0% 0.0% 33 0 0.0% Q3 2026 Nov 04, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 34,950 1,285 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 07, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 32,739 1,209 0.02% — 35 +32,739 New Q3 2026 Oct 27, 2026
Carnegie Investment Counsel History No change 31,428 1,161 0.02% 0.02% 36 0 0.0% Q3 2026 Oct 20, 2026
MALTESE CAPITAL MANAGEMENT LLC History No change 27,000 993 0.18% 0.18% 37 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 26,655 980 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 26,580 977 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 26,156 962 0.0% 0.0% 40 0 0.0% Q2 2026 Sep 02, 2026
BARCLAYS PLC History No change 25,917 953 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
SummerHaven Investment Management, LLC History Reduced 24,703 912 0.51% 0.54% 42 -2,484 -9.14% Q3 2026 Oct 19, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 24,780 911 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 22,959 844 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 22,336 831 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 12, 2026
Gator Capital Management, LLC History No change 22,020 809 0.17% 0.17% 46 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 21,260 781 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 07, 2026
Nuveen, LLC History No change 21,075 775 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 17,328 640 0.0% 0.0% 49 0 0.0% Q3 2026 Nov 02, 2026
Squarepoint Ops LLC History No change 15,756 579 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History New 15,120 558 0.0% — 51 +15,120 New Q3 2026 Nov 02, 2026
Y-Intercept (Hong Kong) Ltd History Added to 13,094 483 0.01% 0.0% 52 +6,771 107.09% Q3 2026 Oct 16, 2026
CULBERTSON A N & CO INC History Added to 12,880 475 0.06% 0.02% 53 +7,080 122.07% Q3 2026 Oct 21, 2026
RHUMBLINE ADVISERS History No change 12,635 464 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 12,435 457 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 10,890 400 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 10,352 380 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
Voleon Capital Management LP History No change 9,964 366 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 9,858 363 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 9,516 349 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 05, 2026
MetLife Investment Management, LLC History No change 8,694 319 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 8,278 304 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 12, 2026
Daytona Street Capital LLC History No change 8,000 303 0.22% 0.22% 63 0 0.0% Q3 2026 Oct 15, 2026
Invesco Ltd. History No change 8,171 300 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
KAHN BROTHERS GROUP INC History No change 8,000 294 0.05% 0.05% 65 0 0.0% Q2 2026 Aug 14, 2026
Hillsdale Investment Management Inc. History No change 8,000 294 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 12, 2026
IEQ CAPITAL, LLC History No change 7,062 259 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 6,881 253 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 19, 2026
Quadrature Capital Ltd History No change 6,654 244 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 6,611 243 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 5,886 216 0.0% 0.0% 71 0 0.0% Q2 2026 Jul 29, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 5,824 214 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
Biondo Investment Advisors, LLC History No change 5,700 209 0.03% 0.03% 73 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 5,106 187 0.0% 0.0% 74 0 0.0% 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 No change 4,100 151 0.03% 0.03% 76 0 0.0% Q3 2026 Oct 02, 2026
Police & Firemen's Retirement System of New Jersey History No change 4,058 149 0.0% 0.0% 77 0 0.0% 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 No change 3,227 118 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 2,231 82 0.0% 0.0% 80 -4,194 -65.28% Q3 2026 Nov 04, 2026
ROYAL BANK OF CANADA History No change 2,212 81 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,455 53 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 1,236 45 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 1,148 42 0.0% 0.0% 84 0 0.0% 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 No change 1,030 37 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 11, 2026
State of Alaska, Department of Revenue History Added to 989 35 0.0% 0.0% 87 +513 107.77% Q3 2026 Oct 15, 2026
Versant Capital Management, Inc History No change 842 31 0.0% 0.0% 88 0 0.0% Q3 2026 Oct 01, 2026
Arax Advisory Partners History No change 776 28 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History Added to 301 11 0.0% 0.0% 90 +113 60.11% Q3 2026 Oct 22, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 207 8 0.0% 0.0% 91 -3 -1.43% Q3 2026 Oct 22, 2026
Allworth Financial LP History No change 232 8 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 11, 2026
Accent Capital Management, LLC History No change 204 7 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 164 6 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 24, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 125 4 0.0% — 96 +125 New Q3 2026 Oct 16, 2026
EverSource Wealth Advisors, LLC History Added to 113 4 0.0% 0.0% 95 +11 10.78% Q3 2026 Nov 04, 2026
IFP Advisors, Inc History No change 95 3 0.0% 0.0% 97 0 0.0% Q3 2026 Oct 16, 2026
SJS Investment Consulting Inc. History Added to 80 2 0.0% — 98 +73 1042.86% Q3 2026 Oct 26, 2026
Farther Finance Advisors, LLC History Added to 74 2 0.0% — 99 +53 252.38% Q3 2026 Oct 08, 2026
Essential Partners LLC History No change 66 2 0.0% 0.0% 100 0 0.0% Q3 2026 Oct 14, 2026
Root Financial Partners, LLC History New 30 1 0.0% — 106 +30 New Q3 2026 Oct 21, 2026
Covestor Ltd History Added to 22 1 0.0% 0.0% 104 +5 29.41% Q3 2026 Oct 30, 2026
ROTHSCHILD INVESTMENT LLC History No change 51 1 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 06, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 49 1 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 34 1 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History No change 42 1 0.0% 0.0% 105 0 0.0% Q3 2026 Oct 08, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 16 0 — 0.0% — -138 -89.61% Q3 2026 Oct 20, 2026
Provenance Wealth Advisors, LLC History New 17 0 — — — +17 New Q3 2026 Oct 30, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -8 -100.0% Q3 2026 Oct 07, 2026
Clearstead Advisors, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History No change 19 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 14, 2026
True Wealth Design, LLC History No change 13 0 — — — 0 0.0% Q3 2026 Oct 13, 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
Basecamp Wealth Advisors LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 14, 2026