Latest Period
Q1 2026
Security Snapshot
Orange County Bancorp, Inc. /DE/ - Common Stock (OBT) Institutional Ownership
CUSIP: 68417L107
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
103
Shares (Excl. Options)
7,211,803
Price
$31.98
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock
- Symbol
- OBT on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 7,211,803
- Total 13F value
- $229,903,269
- Portfolio coverage rank
- 0%
- Share change
- -107,939
- Value change
- -$2,885,843
- Number of holders
- 103
- Shares outstanding
- 13,444,295
- SEC-reported price per share
- $36.78
- Insider filing price
- $36.78
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- OBT - Orange County Bancorp, Inc. /DE/ - Common Stock is tracked under CUSIP 68417L107.
- 103 institutions reported positions in Q1 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 103 to 2 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $229,903,269 to $32,514.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 103 institutions filings for Q1 2026.
Security key
68417L107
Latest holder period
Q1 2026
13F holders
103
13D/G owners
4
CIK / CUSIP context first
Open Q1 2026 holders
OBT full holder history
Orange County Bancorp, Inc. /DE/ SEC filings
Orange County Bancorp, Inc. /DE/ company facts
Orange County Bancorp, Inc. /DE/ insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 68417L107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
OBT
| 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 Mar 2026, 103 institutional investors reported holding 7,211,803 shares of Orange County Bancorp, Inc. /DE/ - Common Stock (OBT). This represents 54% of the company’s total 13,444,295 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
48%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | 1,892,320 | -2.6% | 0% | $60,516,393 |
| Orange Investment Advisors, Inc. | 7.9% | 1,061,490 | -3.6% | 4.4% | $33,946,449 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.7% | 497,422 | -13% | 0% | $15,907,556 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.4% | 461,702 | 0% | 0% | $14,765,230 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.3% | 309,310 | -1.3% | 0.01% | $9,891,734 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 260,473 | +0.72% | 0% | $8,331,577 |
| AMERICAN CENTURY COMPANIES INC | 1.8% | 235,280 | +41% | 0% | $7,524,254 |
| ALLIANCEBERNSTEIN L.P. | 1.6% | 219,199 | -10% | 0% | $6,258,131 |
| BANC FUNDS CO LLC | 1.5% | 197,536 | 0% | 1.2% | $6,317,201 |
| STATE STREET CORP | 1.4% | 187,148 | +13% | 0% | $5,984,993 |
| DIMENSIONAL FUND ADVISORS LP | 0.94% | 126,936 | +30% | 0% | $4,059,737 |
| MORGAN STANLEY | 0.75% | 101,188 | +82% | 0% | $3,235,992 |
| NORTHERN TRUST CORP | 0.66% | 88,710 | +3.4% | 0% | $2,836,946 |
| MARSHALL WACE, LLP | 0.65% | 87,866 | +62% | 0% | $2,809,955 |
| BROWN BROTHERS HARRIMAN & CO | 0.63% | 84,374 | 0% | 0.01% | $2,698,281 |
| EJF Capital LP | 0.6% | 80,842 | -11% | 1.8% | $2,585,327 |
| TWO SIGMA INVESTMENTS, LP | 0.58% | 78,305 | +97% | 0% | $2,504,194 |
| VANGUARD FIDUCIARY TRUST CO | 0.54% | 72,075 | 0% | 0% | $2,304,959 |
| GOLDMAN SACHS GROUP INC | 0.54% | 72,028 | +1.8% | 0% | $2,303,455 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.5% | 67,800 | 0% | 0% | $2,168,244 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.39% | 52,573 | 0.33% | $1,681,284 | |
| Bank of New York Mellon Corp | 0.38% | 50,444 | -2.8% | 0% | $1,613,205 |
| BANK OF AMERICA CORP /DE/ | 0.35% | 47,658 | +30% | 0% | $1,524,102 |
| MILLENNIUM MANAGEMENT LLC | 0.35% | 47,538 | +8% | 0% | $1,520,265 |
| HSBC HOLDINGS PLC | 0.35% | 46,800 | -12% | 0% | $1,509,300 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 884 | $32,514 | -$588 | $36.78 | 2 |
| 2026 Q1 | 7,211,803 | $229,903,269 | -$2,885,843 | $31.98 | 103 |
| 2025 Q4 | 7,289,652 | $208,131,997 | -$795,148 | $28.55 | 94 |
| 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 |