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 | Reduced | 1,892,320 | 60,516 | 0.0% | 0.0% | 1 | -50,029 | -2.58% | Q1 2026 | May 13, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 1,061,490 | 33,946 | 4.4% | 3.48% | 2 | -40,127 | -3.64% | Q1 2026 | Apr 22, 2026 |
| VANGUARD GROUP INC | History | No change | 577,955 | 16,500 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 497,422 | 15,907 | 0.0% | 0.0% | 4 | -76,848 | -13.38% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 461,702 | 14,765 | 0.0% | — | 5 | +461,702 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 309,310 | 9,891 | 0.01% | 0.01% | 6 | -4,157 | -1.33% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 260,473 | 8,331 | 0.0% | 0.0% | 7 | +1,850 | 0.72% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 235,280 | 7,524 | 0.0% | 0.0% | 8 | +68,875 | 41.39% | Q1 2026 | May 15, 2026 |
| BANC FUNDS CO LLC | History | No change | 197,536 | 6,317 | 1.18% | 1.12% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 219,199 | 6,258 | 0.0% | 0.0% | 10 | -25,469 | -10.41% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 187,148 | 5,984 | 0.0% | 0.0% | 11 | +20,914 | 12.58% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 126,936 | 4,059 | 0.0% | 0.0% | 12 | +29,205 | 29.88% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 101,188 | 3,235 | 0.0% | 0.0% | 13 | +45,669 | 82.26% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 88,710 | 2,836 | 0.0% | 0.0% | 14 | +2,913 | 3.4% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 87,866 | 2,809 | 0.0% | 0.0% | 15 | +33,630 | 62.01% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 84,374 | 2,698 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EJF Capital LP | History | Reduced | 80,842 | 2,585 | 1.82% | 1.48% | 17 | -10,322 | -11.32% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 78,305 | 2,504 | 0.0% | 0.0% | 18 | +38,537 | 96.9% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 72,075 | 2,304 | 0.0% | — | 19 | +72,075 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 72,028 | 2,303 | 0.0% | 0.0% | 20 | +1,259 | 1.78% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 67,800 | 2,168 | 0.0% | — | 21 | +67,800 | New | Q1 2026 | May 08, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | New | 52,573 | 1,681 | 0.33% | — | 22 | +52,573 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 50,444 | 1,613 | 0.0% | 0.0% | 23 | -1,456 | -2.81% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 47,658 | 1,524 | 0.0% | 0.0% | 24 | +11,105 | 30.38% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 47,538 | 1,520 | 0.0% | 0.0% | 25 | +3,541 | 8.05% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 46,800 | 1,509 | 0.0% | 0.0% | 26 | -6,461 | -12.13% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 43,097 | 1,378 | 0.0% | 0.0% | 27 | +21,678 | 101.21% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 42,354 | 1,354 | 0.0% | 0.0% | 28 | +11,500 | 37.27% | Q1 2026 | Apr 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 37,878 | 1,211 | 0.0% | 0.0% | 29 | -356 | -0.93% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 35,000 | 1,119 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 34,000 | 1,087 | 0.0% | 0.0% | 31 | -4,000 | -10.53% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 33,498 | 1,071 | 0.0% | 0.0% | 32 | -19,053 | -36.26% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 32,789 | 1,048 | 0.0% | 0.0% | 33 | +369 | 1.14% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 31,428 | 1,005 | 0.02% | 0.01% | 34 | +3,028 | 10.66% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 29,194 | 933 | 0.0% | 0.0% | 35 | +7,174 | 32.58% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,841 | 922 | 0.0% | 0.0% | 36 | +5,937 | 25.92% | Q1 2026 | May 15, 2026 |
| Fourthstone LLC | History | Reduced | 27,384 | 875 | 0.15% | 1.03% | 37 | -165,462 | -85.8% | Q1 2026 | May 15, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 27,187 | 869 | 0.53% | 0.49% | 38 | -3,355 | -10.98% | Q1 2026 | Apr 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 26,998 | 863 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 24,780 | 792 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 22,900 | 732 | 0.0% | 0.0% | 41 | +14,400 | 169.41% | Q1 2026 | May 14, 2026 |
| Gator Capital Management, LLC | History | Added to | 21,570 | 689 | 0.14% | 0.12% | 42 | +1,145 | 5.61% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 21,219 | 678 | 0.0% | 0.0% | 43 | -1,066 | -4.78% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 21,050 | 673 | 0.0% | — | 44 | +21,050 | New | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 17,876 | 571 | 0.0% | — | 45 | +17,876 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 16,828 | 538 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Numerai GP LLC | History | New | 15,341 | 490 | 0.05% | — | 47 | +15,341 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 14,600 | 416 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 12,589 | 402 | 0.01% | — | 49 | +12,589 | New | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 12,455 | 398 | 0.0% | 0.0% | 50 | -14,431 | -53.67% | Q1 2026 | May 15, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 12,200 | 390 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | New | 11,130 | 355 | 0.0% | — | 52 | +11,130 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 10,879 | 347 | 0.0% | 0.0% | 53 | +2,706 | 33.11% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 10,553 | 337 | 0.0% | 0.0% | 54 | +357 | 3.5% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 9,761 | 312 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 9,559 | 305 | 0.0% | 0.0% | 56 | +1,207 | 14.45% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 9,409 | 301 | 0.0% | — | 57 | +9,409 | New | Q1 2026 | May 15, 2026 |
| Daytona Street Capital LLC | History | No change | 8,000 | 261 | 0.2% | 0.18% | 58 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| KAHN BROTHERS GROUP INC | History | No change | 8,000 | 255 | 0.05% | 0.04% | 59 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,556 | 241 | 0.0% | 0.0% | 60 | +78 | 1.04% | Q1 2026 | May 05, 2026 |
| MetLife Investment Management, LLC | History | Added to | 7,112 | 227 | 0.0% | 0.0% | 61 | +883 | 14.18% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | New | 6,411 | 205 | 0.0% | — | 62 | +6,411 | New | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | New | 6,317 | 202 | 0.0% | — | 63 | +6,317 | New | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,552 | 177 | 0.0% | 0.0% | 64 | +136 | 2.51% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,767 | 153 | 0.0% | 0.0% | 65 | -5,368 | -52.96% | Q1 2026 | May 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 4,714 | 150 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,364 | 139 | 0.0% | 0.0% | 67 | -8,637 | -66.43% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 4,293 | 137 | 0.0% | 0.0% | 68 | -5,451 | -55.94% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 4,005 | 128 | 0.0% | 0.0% | 69 | -669 | -14.31% | Q1 2026 | May 05, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,762 | 120 | 0.0% | — | 70 | +3,762 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,086 | 98 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,838 | 90 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 1,883 | 60 | 0.0% | 0.0% | 73 | +384 | 25.62% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,558 | 49 | 0.0% | 0.0% | 74 | +1,053 | 208.51% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,395 | 44 | 0.0% | 0.0% | 75 | +407 | 41.19% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,086 | 34 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,029 | 33 | 0.0% | 0.0% | 78 | +535 | 108.3% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 1,032 | 33 | 0.0% | 0.0% | 77 | -57 | -5.23% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 892 | 28 | 0.0% | 0.0% | 79 | -101 | -10.17% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | No change | 858 | 27 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 844 | 26 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 632 | 20 | 0.0% | 0.0% | 82 | -87 | -12.1% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 609 | 19 | 0.0% | 0.0% | 83 | -2,156 | -77.97% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 476 | 15 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 382 | 12 | 0.0% | 0.0% | 85 | +8 | 2.14% | Q1 2026 | May 15, 2026 |
| Accent Capital Management, LLC | History | New | 363 | 11 | 0.01% | — | 86 | +363 | New | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 297 | 9 | 0.0% | 0.0% | 87 | -203 | -40.6% | Q1 2026 | Apr 22, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 210 | 7 | 0.0% | 0.0% | 88 | +129 | 159.26% | Q1 2026 | Apr 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 154 | 4 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Essential Partners LLC | History | No change | 129 | 4 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Optiver Holding B.V. | History | Reduced | 122 | 3 | 0.0% | 0.0% | 91 | -48 | -28.24% | Q1 2026 | Jun 02, 2026 |
| Arax Advisory Partners | History | Added to | 91 | 2 | 0.0% | 0.0% | 92 | +9 | 10.98% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 43 | 1 | 0.0% | — | 93 | +39 | 975.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 53 | 1 | 0.0% | — | 94 | +21 | 65.63% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Azora Capital LP | History | Closed out | 0 | 0 | — | 0.1% | — | -53,679 | -100.0% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -32,785 | -100.0% | Q1 2026 | May 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -26,116 | -100.0% | Q1 2026 | Apr 08, 2026 |
| CULBERTSON A N & CO INC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,300 | -100.0% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,098 | -100.0% | Q1 2026 | Apr 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,870 | -100.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -814 | -100.0% | Q1 2026 | Apr 08, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -367 | -100.0% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 29 | 0 | — | — | — | +24 | 480.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 8 | 0 | — | — | — | -18 | -69.23% | Q1 2026 | Apr 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 23, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 7 | 0 | — | — | — | +1 | 16.67% | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | Reduced | 11 | 0 | — | — | — | -1 | -8.33% | Q1 2026 | Apr 13, 2026 |
| JPL Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |