Orange County Bancorp, Inc. /DE/ - OBT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Reduced | 1,942,349 | 55,454 | 0.0% | 0.0% | 1 | -28,887 | -1.47% | Q4 2025 | Feb 12, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 1,101,617 | 31,451 | 3.48% | 3.05% | 2 | -60,000 | -5.17% | Q4 2025 | Feb 06, 2026 |
| VANGUARD GROUP INC | History | Added to | 577,955 | 16,500 | 0.0% | 0.0% | 3 | +27,035 | 4.91% | Q4 2025 | Jan 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 574,270 | 16,395 | 0.0% | 0.0% | 4 | -17,279 | -2.92% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 313,467 | 8,949 | 0.01% | — | 5 | +313,467 | New | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 258,623 | 7,385 | 0.0% | 0.0% | 6 | +8,955 | 3.59% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 244,668 | 6,985 | 0.0% | 0.0% | 7 | +1,200 | 0.49% | Q4 2025 | Feb 17, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 197,536 | 5,639 | 1.12% | 1.09% | 8 | -50,317 | -20.3% | Q4 2025 | Feb 12, 2026 |
| Fourthstone LLC | History | Added to | 192,846 | 5,505 | 1.03% | 0.32% | 9 | +121,402 | 169.93% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 166,405 | 4,750 | 0.0% | 0.0% | 10 | +2,747 | 1.68% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 166,234 | 4,745 | 0.0% | 0.0% | 11 | +2,446 | 1.49% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 97,731 | 2,790 | 0.0% | 0.0% | 12 | +13,845 | 16.5% | Q4 2025 | Feb 12, 2026 |
| EJF Capital LP | History | Reduced | 91,164 | 2,602 | 1.48% | 1.71% | 13 | -25,660 | -21.96% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 85,797 | 2,449 | 0.0% | 0.0% | 14 | -3,574 | -4.0% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 84,374 | 2,408 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 70,769 | 2,020 | 0.0% | 0.0% | 16 | +15,492 | 28.03% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Added to | 55,519 | 1,585 | 0.0% | 0.0% | 17 | +7,513 | 15.65% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 54,236 | 1,548 | 0.0% | 0.0% | 18 | +3,225 | 6.32% | Q4 2025 | Feb 13, 2026 |
| Azora Capital LP | History | Added to | 53,679 | 1,532 | 0.1% | 0.06% | 19 | +3,679 | 7.36% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 53,261 | 1,521 | 0.0% | 0.0% | 20 | -4 | -0.01% | Q4 2025 | Mar 20, 2026 |
| BARCLAYS PLC | History | Added to | 52,551 | 1,500 | 0.0% | 0.0% | 21 | +2,721 | 5.46% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 51,900 | 1,481 | 0.0% | 0.0% | 22 | -5,558 | -9.67% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 43,997 | 1,256 | 0.0% | 0.0% | 23 | -8,559 | -16.29% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 39,768 | 1,135 | 0.0% | 0.0% | 24 | -13,094 | -24.77% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 38,234 | 1,091 | 0.0% | 0.0% | 25 | +6,081 | 18.91% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 38,000 | 1,084 | 0.0% | 0.0% | 26 | +3,604 | 10.48% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 36,553 | 1,043 | 0.0% | 0.0% | 27 | +5,303 | 16.97% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 35,000 | 999 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 32,785 | 936 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 32,420 | 925 | 0.0% | 0.0% | 30 | +5 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 30,854 | 880 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 30,542 | 871 | 0.49% | 0.45% | 32 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Carnegie Investment Counsel | History | No change | 28,400 | 810 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 26,998 | 770 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Squarepoint Ops LLC | History | Reduced | 26,886 | 767 | 0.0% | 0.0% | 35 | -15,647 | -36.79% | Q4 2025 | Feb 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 26,116 | 757 | 0.02% | 0.02% | 36 | +38 | 0.15% | Q4 2025 | Jan 08, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 24,780 | 707 | 0.02% | 0.01% | 37 | +2,019 | 8.87% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,904 | 653 | 0.0% | 0.0% | 38 | +12,666 | 123.72% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 22,285 | 636 | 0.0% | 0.0% | 39 | +875 | 4.09% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,020 | 628 | 0.0% | 0.0% | 40 | +2,196 | 11.08% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 21,419 | 611 | 0.0% | 0.0% | 41 | +3,504 | 19.56% | Q4 2025 | Feb 17, 2026 |
| Gator Capital Management, LLC | History | Added to | 20,425 | 583 | 0.12% | 0.13% | 42 | +245 | 1.21% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,828 | 480 | 0.0% | 0.0% | 43 | -46 | -0.27% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 14,600 | 416 | 0.0% | 0.0% | 44 | +2,000 | 15.87% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,001 | 371 | 0.0% | 0.0% | 45 | +4,563 | 54.08% | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 12,200 | 348 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 10,196 | 291 | 0.0% | 0.0% | 47 | -404 | -3.81% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 10,135 | 289 | 0.0% | 0.0% | 48 | -531 | -4.98% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 9,761 | 279 | 0.0% | 0.0% | 49 | +1,599 | 19.59% | Q4 2025 | Feb 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 9,744 | 278 | 0.0% | 0.0% | 50 | -1,822 | -15.75% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 8,500 | 242 | 0.0% | 0.0% | 51 | -2,400 | -22.02% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 8,352 | 238 | 0.0% | 0.0% | 52 | -990 | -10.6% | Q4 2025 | Feb 10, 2026 |
| CULBERTSON A N & CO INC | History | New | 8,300 | 236 | 0.03% | — | 53 | +8,300 | New | Q4 2025 | Jan 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,173 | 233 | 0.0% | 0.0% | 54 | -2,206 | -21.25% | Q4 2025 | Feb 10, 2026 |
| Daytona Street Capital LLC | History | New | 8,000 | 228 | 0.18% | — | 56 | +8,000 | New | Q4 2025 | Jan 21, 2026 |
| KAHN BROTHERS GROUP INC | History | No change | 8,000 | 228 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | New | 7,478 | 213 | 0.0% | — | 57 | +7,478 | New | Q4 2025 | Feb 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,229 | 177 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,416 | 154 | 0.0% | 0.0% | 59 | -10 | -0.18% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | New | 5,098 | 146 | 0.0% | — | 60 | +5,098 | New | Q4 2025 | Jan 09, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 4,714 | 134 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 4,674 | 133 | 0.0% | 0.0% | 62 | -15,687 | -77.04% | Q4 2025 | Jan 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,086 | 88 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,838 | 81 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 2,765 | 78 | 0.0% | 0.0% | 65 | +1,743 | 170.55% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,870 | 53 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 1,499 | 43 | 0.0% | 0.0% | 67 | +143 | 10.55% | Q4 2025 | Jan 26, 2026 |
| Legal & General Group Plc | History | No change | 1,089 | 31 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,086 | 31 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 988 | 28 | 0.0% | 0.0% | 70 | +374 | 60.91% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 993 | 28 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Reduced | 858 | 24 | 0.0% | 0.0% | 73 | -159 | -15.63% | Q4 2025 | Jan 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 844 | 24 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 814 | 22 | 0.0% | 0.0% | 74 | +129 | 18.83% | Q4 2025 | Jan 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 719 | 20 | 0.0% | 0.0% | 75 | -22 | -2.97% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 494 | 14 | 0.0% | — | 76 | +494 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 505 | 14 | 0.0% | 0.0% | 78 | -143 | -22.07% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 500 | 14 | 0.0% | 0.0% | 77 | -80 | -13.79% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | New | 476 | 13 | 0.0% | — | 79 | +476 | New | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 374 | 10 | 0.0% | 0.0% | 81 | +292 | 356.1% | Q4 2025 | Feb 06, 2026 |
| AMALGAMATED BANK | History | Added to | 367 | 10 | 0.0% | 0.0% | 80 | +23 | 6.69% | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 154 | 4 | 0.0% | 0.0% | 82 | -367 | -70.44% | Q4 2025 | Jan 15, 2026 |
| Optiver Holding B.V. | History | No change | 170 | 4 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 82 | 2 | 0.0% | 0.0% | 85 | -520 | -86.38% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 81 | 2 | 0.0% | 0.0% | 84 | -1 | -1.22% | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,562 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,529 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,944 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,921 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allworth Financial LP | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Feb 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFP Advisors, Inc | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |