Latest Period
Q2 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
110
Shares (Excl. Options)
7,235,749
Price
$36.78
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- Security type / class
- Equity / Common Stock
- Symbol
- OBT on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 7,235,749
- Total 13F value
- $265,357,014
- Portfolio coverage rank
- 0%
- Share change
- +41,382
- Value change
- +$2,001,135
- Number of holders
- 110
- Shares outstanding
- 13,444,295
- SEC-reported price per share
- $38.88
- Insider filing price
- $38.88
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.
- 110 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 103 to 110 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $229,903,269 to $265,357,014.
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 110 institutions filings for Q2 2026.
Security key
68417L107
Latest holder period
Q2 2026
13F holders
110
13D/G owners
4
CIK / CUSIP context first
Open Q2 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 30 Jun 2026, 110 institutional investors reported holding 7,235,749 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
47%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15% | 1,960,135 | +3.6% | 0% | $72,093,766 |
| Orange Investment Advisors, Inc. | 7.9% | 1,060,922 | -0.05% | 4.7% | $39,020,712 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.5% | 471,006 | +2% | 0% | $17,323,601 |
| AMERICAN CENTURY COMPANIES INC | 2.3% | 311,740 | +32% | 0.01% | $11,465,797 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.3% | 307,530 | -0.58% | 0.01% | $11,310,953 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2% | 290,181 | +11% | 0% | $10,674,886 |
| STATE STREET CORP | 1.6% | 216,289 | +16% | 0% | $7,955,109 |
| BANC FUNDS CO LLC | 1.4% | 186,035 | -5.8% | 1.1% | $6,842,367 |
| ALLIANCEBERNSTEIN L.P. | 1.2% | 163,889 | -25% | 0% | $5,241,170 |
| DIMENSIONAL FUND ADVISORS LP | 1.1% | 153,814 | +21% | 0% | $5,657,776 |
| MORGAN STANLEY | 0.83% | 110,940 | +9.6% | 0% | $4,080,373 |
| AQR CAPITAL MANAGEMENT LLC | 0.8% | 108,045 | +270% | 0% | $3,973,877 |
| TWO SIGMA INVESTMENTS, LP | 0.76% | 101,648 | +30% | 0% | $3,738,613 |
| NORTHERN TRUST CORP | 0.74% | 98,930 | +12% | 0% | $3,638,645 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.73% | 98,314 | -80% | 0% | $3,615,989 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.64% | 85,765 | +26% | 0% | $3,154,437 |
| BROWN BROTHERS HARRIMAN & CO | 0.63% | 84,374 | 0% | 0.01% | $3,103,276 |
| MARSHALL WACE, LLP | 0.57% | 76,592 | -13% | 0% | $2,817,055 |
| GOLDMAN SACHS GROUP INC | 0.56% | 75,601 | +5% | 0% | $2,780,604 |
| VANGUARD FIDUCIARY TRUST CO | 0.54% | 72,328 | +0.35% | 0% | $2,660,224 |
| EJF Capital LP | 0.52% | 70,543 | -13% | 1.7% | $2,594,572 |
| BANK OF AMERICA CORP /DE/ | 0.43% | 57,789 | +21% | 0% | $2,125,479 |
| Bank of New York Mellon Corp | 0.41% | 55,095 | +9.2% | 0% | $2,026,400 |
| RENAISSANCE TECHNOLOGIES LLC | 0.37% | 49,100 | +114% | 0% | $1,805,898 |
| AMERIPRISE FINANCIAL INC | 0.33% | 44,789 | +3.9% | 0% | $1,647,340 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 7,235,749 | $265,357,014 | +$2,001,135 | $36.78 | 110 |
| 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 |