Orange County Bancorp, Inc. /DE/ (OBT) — Institutional Holders, Q2 2026
112 institutional investment managers reported a OBT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $265.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OBT in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- AQR CAPITAL MANAGEMENTAdded · +78,851 sh+$2.9M
- AMERICAN CENTURY COMPANIESAdded · +76,460 sh+$2.8M
- BlackRockAdded · +67,815 sh+$2.5M
- Elizabeth Park Capital Advisors, Ltd.New · +37,050 sh+$1.4M
- GEODE CAPITAL MANAGEMENTAdded · +29,708 sh+$1.1M
Biggest sellers
- WELLINGTON MANAGEMENT GROUP LLPTrimmed · -399,108 sh-$14.7M
- ALLIANCEBERNSTEIN L.P.Trimmed · -55,310 sh-$2.0M
- FourthstoneSold out · -27,384 sh-$1.0M
- MALTESE CAPITAL MANAGEMENTTrimmed · -25,573 sh-$940.6K
- NuveenTrimmed · -21,279 sh-$782.6K
OBT 13F holders ranked 1–100 of 112
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 1,960,135 sh | 1,960,135 | $72.1M | <0.01% | +3.6% |
| 2 | Orange Investment Advisors#2 · 1,060,922 sh | 1,060,922 | $39.0M | — | -0.1% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 471,006 sh | 471,006 | $17.3M | <0.01% | +2.0% |
| 4 | AMERICAN CENTURY COMPANIES#4 · 311,740 sh | 311,740 | $11.5M | <0.01% | +32.5% |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#5 · 307,530 sh | 307,530 | $11.3M | <0.01% | -0.6% |
| 6 | GEODE CAPITAL MANAGEMENT#6 · 290,181 sh | 290,181 | $10.7M | <0.01% | +11.4% |
| 7 | STATE STREET#7 · 216,289 sh | 216,289 | $8.0M | <0.01% | +15.6% |
| 8 | BANC FUNDS#8 · 186,035 sh | 186,035 | $6.8M | 1.13% | -5.8% |
| 9 | DIMENSIONAL FUND ADVISORS#9 · 153,814 sh | 153,814 | $5.7M | <0.01% | +21.2% |
| 10 | ALLIANCEBERNSTEIN L.P.#10 · 163,889 sh | 163,889 | $5.2M | <0.01% | -25.2% |
| 11 | MORGAN STANLEY#11 · 110,940 sh | 110,940 | $4.1M | <0.01% | +9.6% |
| 12 | AQR CAPITAL MANAGEMENT#12 · 108,045 sh | 108,045 | $4.0M | <0.01% | +270.1% |
| 13 | TWO SIGMA INVESTMENTS#13 · 101,648 sh | 101,648 | $3.7M | <0.01% | +29.8% |
| 14 | NORTHERN#14 · 98,930 sh | 98,930 | $3.6M | <0.01% | +11.5% |
| 15 | WELLINGTON MANAGEMENT GROUP LLP#15 · 98,314 sh | 98,314 | $3.6M | <0.01% | -80.2% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT#16 · 85,765 sh | 85,765 | $3.2M | <0.01% | +26.5% |
| 17 | BROWN BROTHERS HARRIMAN#17 · 84,374 sh | 84,374 | $3.1M | 0.01% | 0.0% |
| 18 | MARSHALL WACE, LLP#18 · 76,592 sh | 76,592 | $2.8M | <0.01% | -12.8% |
| 19 | GOLDMAN SACHS GROUP#19 · 75,601 sh | 75,601 | $2.8M | <0.01% | +5.0% |
| 20 | VANGUARD FIDUCIARY#20 · 72,328 sh | 72,328 | $2.7M | <0.01% | +0.4% |
| 21 | EJF Capital#21 · 70,543 sh | 70,543 | $2.6M | 1.74% | -12.7% |
| 22 | BANK OF AMERICA#22 · 57,789 sh | 57,789 | $2.1M | <0.01% | +21.3% |
| 23 | Bank of New York Mellon#23 · 55,095 sh | 55,095 | $2.0M | <0.01% | +9.2% |
| 24 | RENAISSANCE TECHNOLOGIES#24 · 49,100 sh | 49,100 | $1.8M | <0.01% | +114.4% |
| 25 | AMERIPRISE FINANCIAL#25 · 44,789 sh | 44,789 | $1.6M | <0.01% | +3.9% |
| 26 | HSBC PLC#26 · 43,429 sh | 43,429 | $1.6M | <0.01% | -7.2% |
| 27 | Qube Research & Technologies Ltd#27 · 40,764 sh | 40,764 | $1.5M | <0.01% | +266.3% |
| 28 | FIRST ADVISORS#28 · 39,446 sh | 39,446 | $1.5M | <0.01% | +4.1% |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT#29 · 37,711 sh | 37,711 | $1.4M | <0.01% | +15.0% |
| 30 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#30 · 37,278 sh | 37,278 | $1.4M | <0.01% | +108.5% |
| 31 | Elizabeth Park Capital Advisors, Ltd.#31 · 37,050 sh | 37,050 | $1.4M | 0.94% | New |
| 32 | Quantinno Capital Management#32 · 35,205 sh | 35,205 | $1.3M | <0.01% | +22.1% |
| 33 | KEYBANK NATIONAL ASSOCIATION#33 · 35,000 sh | 35,000 | $1.3M | <0.01% | 0.0% |
| 34 | VICTORY CAPITAL MANAGEMENT#34 · 34,950 sh | 34,950 | $1.3M | <0.01% | +2.8% |
| 35 | Carnegie Investment Counsel#35 · 31,428 sh | 31,428 | $1.2M | — | 0.0% |
| 36 | SummerHaven Investment Management#36 · 27,187 sh | 27,187 | $999.9K | — | 0.0% |
| 37 | MALTESE CAPITAL MANAGEMENT#37 · 27,000 sh | 27,000 | $993.1K | 0.18% | -48.6% |
| 38 | XTX Topco Ltd#38 · 26,655 sh | 26,655 | $980.4K | 0.01% | +111.7% |
| 39 | MILLENNIUM MANAGEMENT#39 · 26,580 sh | 26,580 | $977.6K | <0.01% | -44.1% |
| 40 | CITADEL ADVISORS#40 · 26,156 sh | 26,156 | $962.0K | <0.01% | +24.3% |
| 41 | BARCLAYS PLC#41 · 25,917 sh | 25,917 | $953.2K | <0.01% | -22.6% |
| 42 | MARTINGALE ASSET MANAGEMENT L P#42 · 24,780 sh | 24,780 | $911.4K | 0.02% | 0.0% |
| 43 | BNP PARIBAS FINANCIAL MARKETS#43 · 22,959 sh | 22,959 | $844.4K | <0.01% | +111.0% |
| 44 | JPMORGAN CHASE#44 · 22,336 sh | 22,336 | $831.8K | 0.00% | +368.6% |
| 45 | Gator Capital Management#45 · 22,020 sh | 22,020 | $809.9K | 0.17% | +2.1% |
| 46 | LPL Financial#46 · 21,260 sh | 21,260 | $781.9K | <0.01% | +0.2% |
| 47 | Nuveen#47 · 21,075 sh | 21,075 | $775.1K | <0.01% | -50.2% |
| 48 | COMMONWEALTH EQUITY SERVICES#48 · 17,328 sh | 17,328 | $637.3K | <0.01% | +3.0% |
| 49 | Squarepoint Ops#49 · 15,756 sh | 15,756 | $579.5K | <0.01% | +26.5% |
| 50 | RHUMBLINE ADVISERS#50 · 12,635 sh | 12,635 | $464.7K | <0.01% | +19.7% |
| 51 | DEUTSCHE BANK AG\#51 · 12,435 sh | 12,435 | $457.4K | <0.01% | +189.7% |
| 52 | WELLS FARGO & COMPANY#52 · 10,890 sh | 10,890 | $400.5K | <0.01% | +149.5% |
| 53 | UBS Group AG#53 · 10,352 sh | 10,352 | $380.7K | 0.00% | +158.5% |
| 54 | Voleon Capital Management#54 · 9,964 sh | 9,964 | $366.5K | <0.01% | New |
| 55 | PRICE T ROWE ASSOCIATES#55 · 9,858 sh | 9,858 | $363.0K | 0.00% | +4.8% |
| 56 | HighTower Advisors#56 · 9,516 sh | 9,516 | $350.0K | <0.01% | +25.9% |
| 57 | MetLife Investment Management#57 · 8,694 sh | 8,694 | $319.8K | <0.01% | +22.2% |
| 58 | Connor, Clark & Lunn Investment Management Ltd.#58 · 8,278 sh | 8,278 | $304.5K | <0.01% | -13.4% |
| 59 | Invesco Ltd.#59 · 8,171 sh | 8,171 | $300.5K | 0.00% | +29.3% |
| 60 | Daytona Street Capital#60 · 8,000 sh | 8,000 | $295.0K | — | 0.0% |
| 61 | Hillsdale Investment Management#61 · 8,000 sh | 8,000 | $294.2K | <0.01% | -34.4% |
| 62 | IEQ CAPITAL#62 · 7,062 sh | 7,062 | $259.7K | <0.01% | +10.2% |
| 63 | KAHN BROTHERS GROUP#63 · 8,000 sh | 8,000 | $255.8K | 0.05% | 0.0% |
| 64 | MERCER GLOBAL ADVISORS#64 · 6,881 sh | 6,881 | $253.1K | <0.01% | New |
| 65 | Quadrature Capital Ltd#65 · 6,654 sh | 6,654 | $244.7K | <0.01% | New |
| 66 | THRIVENT FINANCIAL FOR LUTHERANS#66 · 6,611 sh | 6,611 | $243.0K | <0.01% | -32.3% |
| 67 | CITIGROUP#67 · 6,425 sh | 6,425 | $236.3K | <0.01% | +955.0% |
| 68 | Y-Intercept (Hong Kong) Ltd#68 · 6,323 sh | 6,323 | $232.6K | — | New |
| 69 | NEW YORK STATE COMMON RETIREMENT FUND#69 · 5,886 sh | 5,886 | $216.5K | <0.01% | +90.7% |
| 70 | MIRAE ASSET GLOBAL ETFS Ltd.#70 · 5,824 sh | 5,824 | $214.2K | <0.01% | +4.9% |
| 71 | CULBERTSON A N#71 · 5,800 sh | 5,800 | $213.3K | — | New |
| 72 | Biondo Investment Advisors#72 · 5,700 sh | 5,700 | $209.6K | 0.03% | New |
| 73 | Russell Investments Group, Ltd.#73 · 5,106 sh | 5,106 | $187.8K | <0.01% | +472.4% |
| 74 | GLOBEFLEX CAPITAL L P#74 · 4,714 sh | 4,714 | $173.4K | 0.02% | 0.0% |
| 75 | GoalVest Advisory#75 · 4,100 sh | 4,100 | $150.8K | — | New |
| 76 | Police & Firemen's Retirement System of New Jersey#76 · 4,058 sh | 4,058 | $149.3K | <0.01% | +43.0% |
| 77 | Vanguard Global Advisers#77 · 3,762 sh | 3,762 | $138.4K | <0.01% | 0.0% |
| 78 | State of Tennessee, Treasury Department#78 · 3,227 sh | 3,227 | $118.7K | <0.01% | New |
| 79 | ROYAL BANK OF CANADA#79 · 2,212 sh | 2,212 | $81.0K | 0.00% | +115.0% |
| 80 | FMR#80 · 1,455 sh | 1,455 | $53.5K | 0.00% | +4.3% |
| 81 | Legal & General Group Plc#81 · 1,236 sh | 1,236 | $45.5K | 0.00% | +19.8% |
| 82 | Ameritas Investment Partners#82 · 1,148 sh | 1,148 | $42.2K | <0.01% | +36.0% |
| 83 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#83 · 1,086 sh | 1,086 | $39.9K | 0.00% | 0.0% |
| 84 | Tower Research Capital (TRC)#84 · 1,030 sh | 1,030 | $37.9K | <0.01% | -33.9% |
| 85 | Versant Capital Management#85 · 842 sh | 842 | $31.0K | — | -1.9% |
| 86 | SRS Capital Advisors#86 · 776 sh | 776 | $28.5K | <0.01% | +752.7% |
| 87 | State of Alaska, Department of Revenue#87 · 476 sh | 476 | $17.0K | — | 0.0% |
| 88 | Integrated Wealth Concepts#88 · 365 sh | 365 | $13.4K | <0.01% | New |
| 89 | Allworth Financial#89 · 232 sh | 232 | $8.5K | 0.00% | +337.7% |
| 90 | HARBOR CAPITAL ADVISORS#90 · 210 sh | 210 | $8.0K | — | 0.0% |
| 91 | Accent Capital Management#91 · 204 sh | 204 | $7.5K | <0.01% | New |
| 92 | Sterling Capital Management#92 · 188 sh | 188 | $6.9K | — | -36.7% |
| 93 | NISA INVESTMENT ADVISORS#93 · 154 sh | 154 | $5.7K | — | 0.0% |
| 94 | EverSource Wealth Advisors#94 · 102 sh | 102 | $3.8K | <0.01% | -98.8% |
| 95 | IFP Advisors#95 · 95 sh | 95 | $3.5K | — | +1087.5% |
| 96 | Essential Partners#96 · 66 sh | 66 | $2.4K | — | -48.8% |
| 97 | ROTHSCHILD INVESTMENT#97 · 51 sh | 51 | $1.9K | <0.01% | +75.9% |
| 98 | PICTON MAHONEY ASSET MANAGEMENT#98 · 49 sh | 49 | $1.8K | 0.00% | New |
| 99 | GAMMA Investing#99 · 42 sh | 42 | $1.5K | — | 0.0% |
| 100 | Optiver Holding B.V.#100 · 34 sh | 34 | $1.3K | 0.00% | -72.1% |
Funds that sold out of OBT in Q2 2026 (4)
Held OBT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Fourthstone27,384 sh | 27,384 | $875.7K |
| Numerai GP15,341 sh | 15,341 | $490.6K |
| MAI Capital Management43 sh | 43 | $1.4K |
| Wealth Preservation Advisors2 sh | 2 | $64.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.