Orange County Bancorp Ownership | Who Owns Orange County Bancorp?
Orange County Bancorp Ownership Summary
Orange County Bancorp is owned by 54.48% institutional investors, 8.19% insiders, and 37.33% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.68% of OBT shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 2.52% of its assets in Orange County Bancorp shares.
OBT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Orange County Bancorp | 54.48% | 8.19% | 37.33% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Regional Banks Stocks | 54.14% | 12.57% | 33.29% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.96M | 14.68% | $72.09M |
| Hudson valley investment advisors inc /adv | 1.06M | 7.95% | $39.02M |
| Blackrock | 327.31K | 5.81% | $17.31M |
| Vanguard group | 577.96K | 4.33% | $16.50M |
| Vanguard capital management | 471.01K | 3.53% | $17.32M |
| American century companies | 311.74K | 2.33% | $11.47M |
| Manufacturers life insurance company, the | 307.53K | 2.30% | $11.31M |
| Geode capital management | 290.18K | 2.17% | $10.67M |
| State street | 216.29K | 1.62% | $7.96M |
| Banc funds | 186.03K | 1.39% | $6.84M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hudson valley investment advisors inc /adv | 1.06M | 4.74% | $39.02M |
| Ejf capital | 70.54K | 1.74% | $2.59M |
| Banc funds | 186.03K | 1.13% | $6.84M |
| Elizabeth park capital advisors | 37.05K | 0.94% | $1.36M |
| Summerhaven investment management | 27.19K | 0.54% | $999.94K |
| Coombe, bender | 11.23K | 0.35% | $593.84K |
| Maltese capital management | 27.00K | 0.18% | $993.06K |
| Gator capital management | 22.02K | 0.17% | $809.90K |
| Eagle ridge investment management | 14.20K | 0.07% | $789.09K |
| Kahn brothers group | 8.00K | 0.05% | $294.24K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aqr capital management | 108.05K | 0.00% | 78.85K |
| American century companies | 311.74K | 0.01% | 76.46K |
| Blackrock funding, inc. /de | 1.96M | 0.00% | 67.81K |
| Sixth street partners management company | 37.71K | 0.00% | 37.71K |
| Elizabeth park capital advisors | 37.05K | 0.94% | 37.05K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 98.31K | 0.00% | -399.11K |
| Endeavour capital advisors | - | - | -198.20K |
| Meeder advisory services | - | - | -113.75K |
| Boothbay fund management | - | - | -63.38K |
| Alliancebernstein | 163.89K | 0.00% | -55.31K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 37.71K | 0.00% | 37.71K | $1.39M |
| Elizabeth park capital advisors | 37.05K | 0.94% | 37.05K | $1.36M |
| Voleon capital management lp | 9.96K | 0.01% | 9.96K | $366.48K |
| Susquehanna portfolio strategies | 8.50K | 0.00% | 8.50K | $214.28K |
| Algert global | 7.94K | 0.00% | 7.94K | $200.00K |
Sold Out
| Holder | Change |
|---|---|
| Wealth preservation advisors | -2.00 |
| Capital performance advisors llp | -5.00 |
| Point72 (difc) | -22.00 |
| Creative planning | -25.00 |
| Us bancorp \de\ | -35.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 112 | 8.74% | 7,273,478 | 0.86% | 54 | 1.86% | 74 | 37.04% | 22 | -18.52% |
| Mar 31, 2026 | 63 | -32.26% | 4,696,124 | -35.58% | 35 | 1.04% | 25 | -39.02% | 18 | -40.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Morn Total Stk Mkt Idx Investor | 337.80K | 2.52% | - |
| Vanguard Total Stock Mkt Idx Inv | 337.80K | 2.52% | - |
| iShares Russell 2000 ETF | 332.90K | 2.48% | - |
| Avantis US Small Cap Value ETF | 273.94K | 2.04% | 600.00 |
| BlackRock Advantage Small Cap Core Instl | 262.62K | 1.96% | - |
| JHancock Regional Bank A | 161.59K | 1.21% | - |
| BSF Systematic US Eq Abs Ret A2 USD | 150.42K | 1.12% | -334.00 |
| Vanguard US Total Market Shares ETF | 114.15K | 1.00% | - |
| JH Financial Opportunities | 123.19K | 0.92% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 122.70K | 0.92% | 6.93K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 04, 2026 | Rooney Stephen | SVP, Chief Credit Officer | Sell | $58.06K |
| Jul 30, 2026 | Sousa Gregory | EVP and Deputy CLO | Sell | $45.14K |
| Aug 03, 2026 | Sousa Gregory | EVP and Deputy CLO | Sell | $72.93K |
| Mar 19, 2026 | Gilfeather Michael J | President and CEO | Buy | $6.25K |
| Dec 11, 2025 | Dineen David P | SVP, Dir. Wealth Services | Sell | $5.57K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 3 |
| 2026 Q2 | - | - |
| 2026 Q1 | 1 | - |
| 2025 Q4 | 2 | 2 |
| 2025 Q3 | - | - |
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