Orange County Bancorp Ownership | Who Owns Orange County Bancorp?

Orange County Bancorp Ownership Summary

Orange County Bancorp is owned by 32.95% institutional investors, 12.81% insiders, and 54.25% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.53% of OBT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.31% of its assets in Orange County Bancorp shares.

OBT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Orange County Bancorp	32.95%	12.81%	54.25%
Sector	Financial Services Stocks	32.01%	15.42%	52.57%
Industry	Regional Banks Stocks	31.54%	12.64%	55.83%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.94M	15.53%	$55.45M
Hudson valley investment advisors inc /adv	1.10M	8.81%	$31.45M
Blackrock	327.31K	5.81%	$17.31M
Wellington management group llp	591.55K	5.07%	$14.91M
Vanguard group	577.96K	4.33%	$16.50M
Manufacturers life insurance company, the	316.01K	2.71%	$7.97M
Alliancebernstein	243.47K	2.09%	$6.14M
Geode capital management	258.62K	2.07%	$7.39M
Banc funds	197.54K	1.58%	$5.64M
Fourthstone	192.85K	1.45%	$5.51M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Hudson valley investment advisors inc /adv	1.10M	3.48%	$31.45M
Ejf capital	116.82K	1.71%	$2.95M
Banc funds	197.54K	1.12%	$5.64M
Fourthstone	192.85K	1.03%	$5.51M
Summerhaven investment management	30.54K	0.49%	$871.97K
Coombe, bender	11.23K	0.35%	$593.84K
Gator capital management	20.43K	0.12%	$583.13K
Eagle ridge investment management	14.20K	0.07%	$789.09K
Azora capital lp	50.00K	0.06%	$1.26M
Kahn brothers group	8.00K	0.04%	$228.40K

Top Buyers

Holder	Shares	% Assets	Change
Fourthstone	192.85K	1.03%	121.40K
American century companies	163.66K	0.00%	39.15K
First trust advisors lp	32.15K	0.00%	32.15K
Vanguard group	577.96K	0.00%	27.04K
Squarepoint ops	42.53K	0.00%	23.69K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	591.55K	0.00%	-374.86K
Endeavour capital advisors	-	-	-198.20K
Meeder advisory services	-	-	-113.75K
Maltese capital management	7.92K	0.03%	-112.08K
Boothbay fund management	-	-	-63.38K

New Positions

Holder	Shares	% Assets	Change	Value
First trust advisors lp	32.15K	0.00%	32.15K	$810.58K
Susquehanna portfolio strategies	8.50K	0.00%	8.50K	$214.28K
Algert global	7.94K	0.00%	7.94K	$200.00K
Sg americas securities	5.10K	0.00%	5.10K	$146.00K
State of alaska, department of revenue	476.00	0.00%	476.00	$13.00K

Sold Out

Holder	Change
Capital performance advisors llp	-5.00
Point72 (difc)	-22.00
Creative planning	-25.00
Us bancorp \de\	-35.00
Metropolitan life insurance co/ny	-299.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	44	-52.17%	4,395,267	-39.94%	32	0.84%	17	-69.64%	12	-25.00%
Sep 30, 2025	27	-69.32%	2,017,193	-70.67%	17	0.50%	15	-72.73%	3	-84.21%
Jun 30, 2025	93	30.99%	7,300,190	40.78%	62	2.99%	59	-14.49%	19	850.00%
Mar 31, 2025	71	10.94%	5,185,492	102.46%	45	2.23%	69	91.67%	2	-85.71%
Dec 31, 2024	61	5.17%	2,470,991	-2.10%	87	4.39%	33	-2.94%	14	40.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	308.97K	2.31%	-6.81K
BlackRock Advantage Small Cap Core Instl	278.47K	2.08%	207.74K
iShares Russell 2000 ETF	253.25K	1.90%	-
JHancock Regional Bank A	162.20K	1.21%	-
Vanguard US Total Market Shares ETF	114.15K	1.00%	-
Avantis US Small Cap Value ETF	132.82K	0.99%	1.10K
JH Financial Opportunities	123.19K	0.92%	-
Vanguard Institutional Extnd Mkt Idx Tr	103.09K	0.77%	-46.97K
John Hancock Financial Opportunities Fund	87.48K	0.77%	-
Fidelity Small Cap Index	97.03K	0.73%	-5.53K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 11, 2025	Dineen David P	SVP, Dir. Wealth Services	Sell	$5.57K
Dec 11, 2025	Dineen David P	SVP, Dir. Wealth Services	Sell	$23.24K
Oct 31, 2025	Gilfeather Michael J	President and CEO	Buy	$8.41K
Oct 31, 2025	Gilfeather Michael J	President and CEO	Buy	$31.23K
Jun 04, 2025	Schiller Jon	-	Buy	$149.99K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	-
2025 Q4	2	2
2025 Q3	-	-
2025 Q2	1	7
2025 Q1	-	-

OBT Ownership FAQ

Who Owns Orange County Bancorp?

Orange County Bancorp shareholders are primarily institutional investors at 32.95%, followed by 12.81% insiders and 54.24% retail investors. The average institutional ownership in Orange County Bancorp's industry, Regional Banks Stocks, is 31.54%, which Orange County Bancorp exceeds.

Who owns the most shares of Orange County Bancorp?

Orange County Bancorp’s largest shareholders are Blackrock funding, inc. /de (1.94M shares, 15.53%), Hudson valley investment advisors inc /adv (1.1M shares, 8.81%), and Blackrock (327.31K shares, 5.81%). Together, they hold 30.14% of Orange County Bancorp’s total shares outstanding.

Does Blackrock own Orange County Bancorp?

Yes, BlackRock owns 5.81% of Orange County Bancorp, totaling 327.31K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 17.31M$. In the last quarter, BlackRock increased its holdings by 8.96K shares, a 2.81% change.

Who is Orange County Bancorp’s biggest shareholder by percentage of total assets invested?

Hudson valley investment advisors inc /adv is Orange County Bancorp’s biggest shareholder by percentage of total assets invested, with 3.48% of its assets in 1.1M Orange County Bancorp shares, valued at 31.45M$.

Who is the top mutual fund holder of Orange County Bancorp shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Orange County Bancorp shares, with 2.31% of its total shares outstanding invested in 308.97K Orange County Bancorp shares.

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