Orange County Bancorp Ownership | Who Owns Orange County Bancorp?

Orange County Bancorp Ownership Summary

Orange County Bancorp is owned by 45.76% institutional investors, 15.00% insiders, and 39.24% retail investors. Hudson valley investment advisors inc /adv is the largest institutional shareholder, holding 21.30% of OBT shares. iShares Russell 2000 ETF is the top mutual fund, with 2.51% of its assets in Orange County Bancorp shares.

OBT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Orange County Bancorp	45.76%	15.00%	39.24%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Regional Banks Stocks	38.06%	12.02%	49.92%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Hudson valley investment advisors inc /adv	602.18K	21.30%	$33.46M
Blackrock funding, inc. /de	363.02K	12.84%	$20.17M
Wellington management group llp	264.75K	9.37%	$14.71M
Banc funds	238.03K	8.42%	$13.23M
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
American century companies	53.75K	1.90%	$2.99M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Hudson valley investment advisors inc /adv	602.18K	3.79%	$33.46M
Banc funds	238.03K	1.46%	$13.23M
Coombe, bender	11.23K	0.35%	$593.84K
Eagle ridge investment management	14.20K	0.07%	$789.09K
Hennessy advisors	28.00K	0.05%	$1.56M
Northcrest asset manangement	12.99K	0.02%	$783.50K
Manufacturers life insurance company, the	123.11K	0.01%	$6.84M
Keybank national association/oh	17.50K	0.00%	$972.48K
Wellington management group llp	264.75K	0.00%	$14.71M
Alliancebernstein	100.75K	0.00%	$5.60M

Top Buyers

Holder	Shares	% Assets	Change
American century companies	53.75K	0.00%	20.12K
Vanguard group	225.59K	0.00%	15.24K
Jpmorgan chase	19.10K	0.00%	10.76K
Blackrock funding, inc. /de	363.02K	0.00%	10.54K
Bank of new york mellon	28.04K	0.00%	9.40K

Top Sellers

Holder	Shares	% Assets	Change
Banc funds	238.03K	1.46%	-49.85K
Alliancebernstein	100.75K	0.00%	-15.31K
First trust advisors lp	-	-	-12.08K
Hennessy advisors	28.00K	0.05%	-7.00K
Quadrature capital	-	-	-6.35K

New Positions

Holder	Shares	% Assets	Change	Value
Bnp paribas arbitrage, snc	833.00	-	833.00	$46.29K
Versant capital management	96.00	0.00%	96.00	$5.33K
Gamma investing	21.00	0.00%	21.00	$1.17K

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 %
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%
Mar 31, 2024	50	-1.96%	2,505,559	-0.76%	44	2.21%	18	-33.33%	22	69.23%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	285.87K	2.51%	141.00
Vanguard Total Stock Mkt Idx Inv	228.60K	2.01%	300.00
Vanguard Institutional Extnd Mkt Idx Tr	150.06K	1.32%	-
JHancock Regional Bank A	130.85K	1.15%	-
Vanguard US Total Market Shares ETF	114.15K	1.00%	-
Avantis US Small Cap Value ETF	106.20K	0.93%	-
Fidelity Small Cap Index	102.50K	0.90%	-
iShares Russell 2000 Value ETF	94.15K	0.83%	-
JH Financial Opportunities	87.48K	0.77%	-
John Hancock Financial Opportunities Fund	87.48K	0.77%	-

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 Q2	1	7
2025 Q1	-	-
2024 Q4	2	6
2024 Q3	-	-
2024 Q2	-	8

OBT Ownership FAQ

Who Owns Orange County Bancorp?

Orange County Bancorp shareholders are primarily institutional investors at 45.76%, followed by 15.00% insiders and 39.24% retail investors. The average institutional ownership in Orange County Bancorp's industry, Regional Banks Stocks, is 38.06%, which Orange County Bancorp exceeds.

Who owns the most shares of Orange County Bancorp?

Orange County Bancorp’s largest shareholders are Hudson valley investment advisors inc /adv (602.18K shares, 21.30%), Blackrock funding, inc. /de (363.02K shares, 12.84%), and Wellington management group llp (264.76K shares, 9.37%). Together, they hold 43.51% 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 3.79% of its assets in 602.18K Orange County Bancorp shares, valued at 33.46M$.

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

iShares Russell 2000 ETF is the top mutual fund holder of Orange County Bancorp shares, with 2.51% of its total shares outstanding invested in 285.87K Orange County Bancorp shares.

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