OBT Institutional Ownership & Shareholders
ORANGE COUNTY BANCORP INC (OBT) is currently held by 112 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $268.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of OBT tracked by InsiderSet, reporting ownership valued at approximately $72.09M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $78.62M, representing an estimated gain of +9.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed OBT value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Orange Investment Advisors, Inc., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in ORANGE COUNTY BANCORP INC (OBT).
This page ranks the largest institutional OBT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
112
Total Reported Value
$268.25M
Largest Holder
Blackrock, Inc.
Largest Position
$72.09M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 1,960,135 | $72,093,766 | $78,621,015 | +$6,527,249 | +9.05% | |
| Orange Investment Advisors, Inc. | 4.89% | 1,060,922 | $39,201,068 | $42,553,581 | +$3,352,513 | +8.55% | |
| Vanguard Capital Management Llc | 0.00% | 471,006 | $17,323,601 | $18,892,051 | +$1,568,450 | +9.05% | |
| American Century Companies Inc | 0.01% | 311,740 | $11,465,797 | $12,503,891 | +$1,038,094 | +9.05% | |
| Manufacturers Life Insurance Company, The | 0.01% | 307,530 | $11,310,953 | $12,335,028 | +$1,024,075 | +9.05% | |
| Geode Capital Management, Llc | 0.00% | 290,181 | $10,674,886 | $11,639,160 | +$964,274 | +9.03% | |
| State Street Corp | 0.00% | 216,289 | $7,955,109 | $8,675,352 | +$720,243 | +9.05% | |
| Banc Funds Co Llc | 1.13% | 186,035 | $6,842,367 | $7,461,864 | +$619,497 | +9.05% | |
| Dimensional Fund Advisors Lp | 0.00% | 153,814 | $5,657,776 | $6,169,480 | +$511,704 | +9.04% | |
| Alliancebernstein L.P. | 0.00% | 163,889 | $5,241,170 | $6,573,588 | +$1,332,418 | +25.42% | |
| Morgan Stanley | 0.00% | 110,940 | $4,080,373 | $4,449,803 | +$369,430 | +9.05% | |
| Aqr Capital Management Llc | 0.00% | 108,045 | $3,973,877 | $4,333,685 | +$359,808 | +9.05% | |
| Two Sigma Investments, Lp | 0.00% | 101,648 | $3,738,613 | $4,077,101 | +$338,488 | +9.05% | |
| Northern Trust Corp | 0.00% | 98,930 | $3,638,645 | $3,968,082 | +$329,437 | +9.05% | |
| Wellington Management Group Llp | 0.00% | 98,314 | $3,615,989 | $3,943,375 | +$327,386 | +9.05% | |
| Vanguard Portfolio Management Llc | 0.00% | 85,765 | $3,154,437 | $3,440,034 | +$285,597 | +9.05% | |
| Brown Brothers Harriman & Co | 0.01% | 84,374 | $3,103,276 | $3,384,241 | +$280,965 | +9.05% | |
| Marshall Wace, Llp | 0.00% | 76,592 | $2,817,055 | $3,072,105 | +$255,050 | +9.05% | |
| Goldman Sachs Group Inc | 0.00% | 75,601 | $2,780,604 | $3,032,356 | +$251,752 | +9.05% | |
| Vanguard Fiduciary Trust Co | 0.00% | 72,328 | $2,660,224 | $2,901,076 | +$240,852 | +9.05% | |
| Ejf Capital Lp | 1.74% | 70,543 | $2,594,572 | $2,829,480 | +$234,908 | +9.05% | |
| Bank Of America Corp | 0.00% | 57,789 | $2,125,479 | $2,317,917 | +$192,438 | +9.05% | |
| Bank Of New York Mellon Corp | 0.00% | 55,095 | $2,026,400 | $2,209,860 | +$183,460 | +9.05% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 49,100 | $1,805,898 | $1,969,401 | +$163,503 | +9.05% |
| Ameriprise Financial Inc | 0.00% | 44,789 | $1,647,340 | $1,796,487 | +$149,147 | +9.05% | |
| Hsbc Holdings Plc | 0.00% | 43,429 | $1,596,884 | $1,741,937 | +$145,053 | +9.08% | |
| Qube Research & Technologies Ltd | 0.00% | 40,764 | $1,499,300 | $1,635,044 | +$135,744 | +9.05% | |
| First Trust Advisors Lp | 0.00% | 39,446 | $1,450,823 | $1,582,179 | +$131,356 | +9.05% | |
| Charles Schwab Investment Management Inc | 0.00% | 37,711 | $1,387,011 | $1,512,588 | +$125,577 | +9.05% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 37,278 | $1,371,085 | $1,495,221 | +$124,136 | +9.05% | |
| Elizabeth Park Capital Advisors, Ltd. | 0.94% | 37,050 | $1,362,699 | $1,486,076 | +$123,377 | +9.05% | |
| Quantinno Capital Management Lp | 0.00% | 35,205 | $1,294,840 | $1,412,073 | +$117,233 | +9.05% | |
| Keybank National Association/Oh | 0.00% | 35,000 | $1,287,300 | $1,403,850 | +$116,550 | +9.05% | |
| Victory Capital Management Inc | 0.00% | 34,950 | $1,285,461 | $1,401,845 | +$116,384 | +9.05% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.02% | 32,739 | $1,209,707 | $1,313,161 | +$103,454 | +8.55% | |
| Carnegie Investment Counsel | 0.02% | 31,428 | $1,161,265 | $1,260,577 | +$99,312 | +8.55% | |
| Maltese Capital Management Llc | 0.18% | 27,000 | $993,060 | $1,082,970 | +$89,910 | +9.05% | |
| Xtx Topco Ltd | 0.01% | 26,655 | $980,371 | $1,069,132 | +$88,761 | +9.05% | |
| Millennium Management Llc | 0.00% | 26,580 | $977,612 | $1,066,124 | +$88,512 | +9.05% | |
| Citadel Advisors Llc | 0.00% | 26,156 | $962,017 | $1,049,117 | +$87,100 | +9.05% | |
| Barclays Plc | 0.00% | 25,917 | $953,227 | $1,039,531 | +$86,304 | +9.05% | |
| Summerhaven Investment Management, Llc | 0.51% | 24,703 | $912,776 | $990,837 | +$78,061 | +8.55% | |
| Martingale Asset Management L P | 0.02% | 24,780 | $911,409 | $993,926 | +$82,517 | +9.05% | |
| U.S. Capital Wealth Advisors, Llc | 0.02% | 26,998 | $863,396 | $1,082,890 | +$219,494 | +25.42% | |
| Bnp Paribas Financial Markets | 0.00% | 22,959 | $844,432 | $920,885 | +$76,453 | +9.05% | |
| Jpmorgan Chase & Co | 0.00% | 22,336 | $831,792 | $895,897 | +$64,105 | +7.71% | |
| Gator Capital Management, Llc | 0.17% | 22,020 | $809,896 | $883,222 | +$73,326 | +9.05% | |
| Lpl Financial Llc | 0.00% | 21,260 | $781,943 | $852,739 | +$70,796 | +9.05% | |
| Nuveen, Llc | 0.00% | 21,075 | $775,139 | $845,318 | +$70,179 | +9.05% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,328 | $640,280 | $695,026 | +$54,746 | +8.55% |
Frequently asked questions about OBT
Who are the largest institutional holders of OBT?
The largest institutional holders of OBT reported in the latest SEC Form 13F filings include Blackrock, Inc., Orange Investment Advisors, Inc., Vanguard Capital Management Llc, American Century Companies Inc, and Manufacturers Life Insurance Company, The. InsiderSet ranks institutional holders by their latest reported OBT position.
What is OBT institutional ownership?
This page tracks OBT positions reported by institutional investment managers through SEC Form 13F. ORANGE COUNTY BANCORP INC (OBT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OBT?
InsiderSet currently tracks 112 institutional managers reporting OBT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OBT shareholders.
How much OBT stock do institutions own?
Institutional investment managers disclosed approximately $268.25M in OBT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OBT institutional ownership last updated?
The latest OBT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OBT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OBT position after the reporting date.
Are institutions buying or selling OBT?
Institutional buying and selling can be analyzed by comparing OBT positions across consecutive 13F reporting periods. InsiderSet's OBT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OBT ownership changes.
How has OBT institutional ownership changed over time?
InsiderSet tracks OBT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.