Security key
68417L107
Orange County Bancorp, Inc. /DE/ - Common Stock (OBT)
CUSIP: 68417L107
Q3 2023 13F Holders as of 30 Sep 2023
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 2,526,084
- Total 13F value
- $109,049,980
- Share change
- -17,460
- SEC-reported price per share
- $43.17
- Number of holders
- 52
- Value change
- -$746,582
- Number of buys
- 23
- Number of sells
- 16
- Shares outstanding
- 13,386,778
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2023
Institutions
52
Top holders
10
OBT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
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
0/15
Latest evidence
08 Aug 2023
13F
3/4/5
Highest disclosed value: $18,414,160
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Orange Investment Advisors, Inc. has the largest disclosed position value at $18.41M.
0 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.
Disclosed position value
Top 5
Orange Investment Advisors, Inc.
$18.41M
BANC FUNDS CO LLC
$15.74M
BlackRock Finance, Inc.
$10.4M
WELLINGTON MANAGEMENT GROUP LLP
$10.05M
ALLIANCEBERNSTEIN L.P.
$8.66M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
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
|
—
denominator unverified
|
$18,414,160
612,340 shares
|
— | 30 Jun 2023 |
| BANC FUNDS CO LLC |
13F
Company
|
—
denominator unverified
|
$15,739,000
425,380 shares
|
— | 30 Jun 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
—
denominator unverified
|
$10,402,217
281,141 shares
|
— | 30 Jun 2023 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
—
denominator unverified
|
$10,045,796
271,508 shares
|
— | 30 Jun 2023 |
| ALLIANCEBERNSTEIN L.P. |
13F
Company
|
—
denominator unverified
|
$8,664,734
234,182 shares
|
— | 30 Jun 2023 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$6,897,318
186,414 shares
|
— | 30 Jun 2023 |
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 Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
52
Shares
2,526,084
Rows available
52
| 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 Q3 2023 vs Q2 2026 Across Filers
Q2 2026 holders
110
Q3 2023 holders
52
Holder diff
-58
| Investor | Q2 2026 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend