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Orange County Bancorp Inc (OBT)

CUSIP: 68417L107 | NYSE | Financial Services · Banks - Regional | Small Cap | 177 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC1,084,3298.1%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC1,084,329
8.1% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Orange Investment Advisors, Inc.1,060,922
4.9% of portfolio›$39.2M
Dimensional Fund Advisors LP176,105
0.0% of portfolio›$6.5M
Bank of New York Mellon Corp55,344
0.0% of portfolio›$2.0M
Keybank National Association35,000
0.0% of portfolio›$1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management32,739
0.0% of portfolio›$1.2M
Carnegie Investment Counsel31,428
0.0% of portfolio›$1.2M
SummerHaven Investment Management, LLC24,703
0.5% of portfolio›$912.8K
Commonwealth Equity Services, LLC17,328
0.0% of portfolio›$640.3K
Alps Advisors Inc15,120
0.0% of portfolio›$558.7K
Y-Intercept (Hong Kong) Ltd13,094
0.0% of portfolio›$483.8K
Culbertson A N & Co Inc12,880
0.1% of portfolio›$475.9K
Daytona Street Capital LLC8,000
0.2% of portfolio›$303.2K
GoalVest Advisory LLC4,100
0.0% of portfolio›$151.5K
Citigroup Inc2,231
0.0% of portfolio›$82.4K
State of Alaska, Department of Revenue989
0.0% of portfolio›$35
Versant Capital Management, Inc842
0.0% of portfolio›$31.1K
Sterling Capital Management LLC301
0.0% of portfolio›$11.1K
Harbor Capital Advisors, Inc.207
0.0% of portfolio›$8
Pension & Wealth Management Advisors, Inc.125
0.0% of portfolio›$4.6K
EverSource Wealth Advisors, LLC113
0.0% of portfolio›$4.2K
IFP Advisors, Inc95
0.0% of portfolio›$3.5K
SJS Investment Consulting Inc.80
0.0% of portfolio›$3.0K
Farther Finance Advisors, LLC74
0.0% of portfolio›$2.7K
Essential Partners LLC66
0.0% of portfolio›$2.4K
Gamma Investing LLC42
0.0% of portfolio›$1.6K
Larson Financial Group LLC42
0.0% of portfolio›$1.6K
Root Financial Partners, LLC30
0.0% of portfolio›$1.1K
Covestor Ltd22
0.0% of portfolio›$1
Provenance Wealth Advisors, LLC17
0.0% of portfolio›$628
Nisa Investment Advisors, LLC16
0.0% of portfolio›$591
True Wealth Design, LLC13
0.0% of portfolio›$481
Fortitude Family Office, LLC3
0.0% of portfolio›$111
StyleTurnoverLocationFiled
Orange Investment Advisors, Inc.
1,060,922$39.2M4.9%CoreLowGoshen, NY2026-10-23
Dimensional Fund Advisors LP
176,105$6.5M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
55,344$2.0M0.0%CoreLowNew York, NY2026-11-05
Keybank National Association
35,000$1.3M0.0%CoreLowBrooklyn, OH2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
32,739$1.2M0.0%GrowthVery LowSeattle, WA2026-10-27
Carnegie Investment Counsel
31,428$1.2M0.0%CoreLowPepper Pike, OH2026-10-20
SummerHaven Investment Management, LLC
24,703$912.8K0.5%Deep ValueHighStamford, CT2026-10-19
Commonwealth Equity Services, LLC
17,328$640.3K0.0%ETFLowWaltham, MA2026-11-02
Alps Advisors Inc
15,120$558.7K0.0%YieldLowDenver, CO2026-11-03
Y-Intercept (Hong Kong) Ltd
13,094$483.8K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Culbertson A N & Co Inc
12,880$475.9K0.1%CoreVery LowCharlottesville, VA2026-10-21
Daytona Street Capital LLC
8,000$303.2K0.2%Deep ValueMediumSaint Louis, MO2026-10-15
GoalVest Advisory LLC
4,100$151.5K0.0%ETFMediumNew York, NY2026-10-02
Citigroup Inc
2,231$82.4K0.0%CoreMediumNew York, NY2026-11-04
State of Alaska, Department of Revenue
989$350.0%CoreVery LowJuneau, AK2026-10-15
Versant Capital Management, Inc
842$31.1K0.0%GARPLowPhoenix, AZ2026-10-02
Sterling Capital Management LLC
301$11.1K0.0%GARPMediumCharlotte, NC2026-10-22
Harbor Capital Advisors, Inc.
207$80.0%ValueHighChicago, IL2026-10-22
Pension & Wealth Management Advisors, Inc.
125$4.6K0.0%ETFLowWaltham, MA2026-10-16
EverSource Wealth Advisors, LLC
113$4.2K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
95$3.5K0.0%GrowthLowTampa, FL2026-10-16
SJS Investment Consulting Inc.
80$3.0K0.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
74$2.7K0.0%IndexLowSan Francisco, CA2026-10-08
Essential Partners LLC
66$2.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Gamma Investing LLC
42$1.6K0.0%IndexVery LowFoster City, CA2026-10-08
Larson Financial Group LLC
42$1.6K0.0%GrowthLowSt Louis, MO2026-11-05
Root Financial Partners, LLC
30$1.1K0.0%ETFMediumEncinitas, CA2026-10-21
Covestor Ltd
22$10.0%ValueHighLondon, United Kingdom2026-10-30
Provenance Wealth Advisors, LLC
17$6280.0%ETFLowFort Lauderdale, FL2026-10-30
Nisa Investment Advisors, LLC
16$5910.0%IndexVery LowSt. Louis, MO2026-10-20
True Wealth Design, LLC
13$4810.0%ETFMediumAkron, OH2026-10-13
Fortitude Family Office, LLC
3$1110.0%ETFMediumScottsdale, AZ2026-10-14