Security key
68417L107
Orange County Bancorp, Inc. /DE/ - Common Stock (OBT)
CUSIP: 68417L107
Q4 2022 13F Holders as of 31 Dec 2022
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 2,326,535
- Total 13F value
- $108,367,829
- Share change
- +833
- SEC-reported price per share
- $46.58
- Number of holders
- 29
- Value change
- +$38,861
- Number of buys
- 13
- Number of sells
- 5
- Shares outstanding
- 13,444,295
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2022
Institutions
29
Top holders
10
OBT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2023
Previous quarter: Q3 2022
Orange County Bancorp, Inc. /DE/ SEC filings
Orange County Bancorp, Inc. /DE/ company facts
Broader feeds
Reporting periods
Holder history for CUSIP 68417L107
Recent filing periods:
Ownership snapshot
Top reported holders of OBT - Orange County Bancorp, Inc. /DE/ - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Orange Investment Advisor...
Disclosed value leader
Orange Investment Advisor...
Comparable rows
15/15
Latest evidence
30 Sep 2022
13F
Lead comparable stake: 4.5%
Showing 1-6 of 15 holder rows.
Quick read
Orange Investment Advisors, Inc. leads the comparable SEC ownership view at 4.5%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Orange Investment Advisors, Inc.'s linked filing trail.
Comparable ownership
Top 5
Orange Investment Advisors, Inc.
4.5%
BANC FUNDS CO LLC
3.6%
WELLINGTON MANAGEMENT GROUP LLP
2.7%
ALLIANCEBERNSTEIN L.P.
1.8%
VANGUARD GROUP INC
1.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Orange Investment Advisors, Inc. |
13F
Company
|
4.5%
|
$23,465,000
609,476 shares
|
— | 30 Sep 2022 |
| BANC FUNDS CO LLC |
13F
Company
|
3.6%
|
$18,791,000
488,069 shares
|
— | 30 Sep 2022 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
2.7%
|
$13,908,000
361,234 shares
|
— | 30 Sep 2022 |
| ALLIANCEBERNSTEIN L.P. |
13F
Company
|
1.8%
|
$9,403,000
244,246 shares
|
— | 30 Sep 2022 |
| VANGUARD GROUP INC |
13F
Company
|
1.2%
|
$6,213,000
161,386 shares
|
— | 30 Sep 2022 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
Company
|
0.98%
|
$5,059,208
131,408 shares
|
— | 30 Sep 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
29
Shares
2,326,535
Rows available
29
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
24
Q4 2022 holders
29
Holder diff
5
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 value | Q4 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend