Security key
68417L107
Orange County Bancorp, Inc. /DE/ - Common Stock (OBT)
CUSIP: 68417L107
Q2 2024 13F Holders as of 30 Jun 2024
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 2,493,318
- Total 13F value
- $131,433,163
- Share change
- -18,244
- SEC-reported price per share
- $52.88
- Number of holders
- 54
- Value change
- -$943,635
- Number of buys
- 24
- Number of sells
- 22
- Shares outstanding
- 13,444,295
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2024
Institutions
54
Top holders
10
OBT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2024
Previous quarter: Q1 2024
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
31 Mar 2024
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
2.4%
BlackRock Finance, Inc.
2.4%
WELLINGTON MANAGEMENT GROUP LLP
2%
VANGUARD GROUP INC
1.5%
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%
|
$27,704,834
602,279 shares
|
— | 31 Mar 2024 |
| BANC FUNDS CO LLC |
13F
Company
|
2.4%
|
$14,804,000
321,822 shares
|
— | 31 Mar 2024 |
| BlackRock Finance, Inc. |
13F
Company
|
2.4%
|
$14,644,468
318,358 shares
|
— | 31 Mar 2024 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
2%
|
$12,380,716
269,146 shares
|
— | 31 Mar 2024 |
| VANGUARD GROUP INC |
13F
Company
|
1.5%
|
$9,266,838
201,453 shares
|
— | 31 Mar 2024 |
| ALLIANCEBERNSTEIN L.P. |
13F
Company
|
1.2%
|
$7,519,942
163,477 shares
|
— | 31 Mar 2024 |
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 Q2 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
54
Shares
2,493,318
Rows available
54
| 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 Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
50
Q2 2024 holders
54
Holder diff
4
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q2 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend