Orange County Bancorp Ownership | Who Owns Orange County Bancorp?
Orange County Bancorp Ownership Summary
Orange County Bancorp is owned by 62.58% institutional investors, 12.83% insiders, and 24.59% retail investors. Hudson valley investment advisors inc /adv is the largest institutional shareholder, holding 9.96% 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 | 62.58% | 12.83% | 24.59% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Hudson valley investment advisors inc /adv | 1.16M | 9.96% | $30.02M |
| Blackrock funding, inc. /de | 1.14M | 9.78% | $29.48M |
| Wellington management group llp | 264.75K | 9.37% | $14.71M |
| Vanguard group | 225.59K | 7.98% | $12.54M |
| Blackrock | 327.31K | 5.81% | $17.31M |
| Manufacturers life insurance company, the | 123.11K | 4.35% | $6.84M |
| Geode capital management | 111.16K | 3.93% | $6.18M |
| Alliancebernstein | 100.75K | 3.56% | $5.60M |
| Banc funds | 329.96K | 2.83% | $8.53M |
| Endeavour capital advisors | 198.20K | 1.70% | $5.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hudson valley investment advisors inc /adv | 1.16M | 3.29% | $30.02M |
| Ejf capital | 113.94K | 2.34% | $2.94M |
| Endeavour capital advisors | 198.20K | 1.76% | $5.12M |
| Banc funds | 329.96K | 1.29% | $8.53M |
| Maltese capital management | 120.00K | 0.44% | $3.10M |
| Coombe, bender | 11.23K | 0.35% | $593.84K |
| Gator capital management | 20.00K | 0.16% | $516.80K |
| Eagle ridge investment management | 14.20K | 0.07% | $789.09K |
| Azora capital lp | 50.00K | 0.06% | $1.29M |
| Kahn brothers group | 8.00K | 0.04% | $206.72K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.14M | 0.00% | 405.22K |
| Endeavour capital advisors | 198.20K | 1.76% | 198.20K |
| Maltese capital management | 120.00K | 0.44% | 120.00K |
| Ejf capital | 113.94K | 2.34% | 113.94K |
| Brown brothers harriman | 84.37K | 0.01% | 84.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Meeder advisory services | - | - | -113.75K |
| Banc funds | 329.96K | 1.29% | -103.68K |
| Hudson valley investment advisors inc /adv | 1.16M | 3.29% | -17.29K |
| Alliancebernstein | 100.75K | 0.00% | -15.31K |
| First trust advisors lp | - | - | -12.08K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Endeavour capital advisors | 198.20K | 1.76% | 198.20K | $5.12M |
| Maltese capital management | 120.00K | 0.44% | 120.00K | $3.10M |
| Ejf capital | 113.94K | 2.34% | 113.94K | $2.94M |
| Brown brothers harriman | 84.37K | 0.01% | 84.37K | $2.18M |
| Boothbay fund management | 63.38K | 0.03% | 63.38K | $1.64M |
Sold Out
| Holder | Change |
|---|---|
| Advisor group | -3.00 |
| Capital performance advisors llp | -5.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 58 | 7.41% | 2,523,932 | 1.23% | 44 | 2.29% | 34 | 30.77% | 10 | -47.37% |
| Jun 30, 2024 | 53 | 6.00% | 1,894,809 | -24.38% | 33 | 1.70% | 26 | 44.44% | 18 | -18.18% |
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 | 247.80K | 1.85% | -4.72K |
| JHancock Regional Bank A | 162.20K | 1.21% | 32.36K |
| Vanguard US Total Market Shares ETF | 114.15K | 1.00% | - |
| JH Financial Opportunities | 123.19K | 0.92% | 34.58K |
| Avantis US Small Cap Value ETF | 120.83K | 0.90% | 424.00 |
| 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 | 102.56K | 0.77% | 519.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 04, 2025 | Schiller Jon | - | Buy | $149.99K |
| May 16, 2025 | Ruhl Joseph A | Reg Pres, Westchester County | Sell | $46.73K |
| May 05, 2025 | Coulter Michael J | EVP and CLO | Sell | $65.35K |
| May 02, 2025 | Sousa Gregory | EVP and Deputy CLO | Sell | $4.36K |
| May 02, 2025 | Sousa Gregory | EVP and Deputy CLO | Sell | $1.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | 1 | 7 |
| 2025 Q1 | - | - |
| 2024 Q4 | 2 | 6 |
| 2024 Q3 | - | - |
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