Orange County Bancorp Ownership | Who Owns Orange County Bancorp?
Orange County Bancorp Ownership Summary
Orange County Bancorp is owned by 17.29% institutional investors, 12.81% insiders, and 69.90% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.90% 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 | 17.29% | 12.81% | 69.90% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.97M | 16.90% | $49.69M |
| Hudson valley investment advisors inc /adv | 1.16M | 9.96% | $29.28M |
| Blackrock | 327.31K | 5.81% | $17.31M |
| Wellington management group llp | 591.55K | 5.07% | $14.91M |
| Vanguard group | 550.92K | 4.72% | $13.89M |
| Manufacturers life insurance company, the | 316.01K | 2.71% | $7.97M |
| Geode capital management | 249.67K | 2.14% | $6.30M |
| Banc funds | 247.85K | 2.12% | $6.25M |
| Alliancebernstein | 243.47K | 2.09% | $6.14M |
| State street | 163.79K | 1.40% | $4.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hudson valley investment advisors inc /adv | 1.16M | 3.05% | $29.28M |
| Ejf capital | 116.82K | 1.71% | $2.95M |
| Banc funds | 247.85K | 1.09% | $6.25M |
| Summerhaven investment management | 30.54K | 0.45% | $769.96K |
| Coombe, bender | 11.23K | 0.35% | $593.84K |
| Fourthstone | 71.44K | 0.32% | $1.80M |
| Gator capital management | 20.18K | 0.13% | $508.74K |
| 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% | $201.68K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.97M | 0.00% | 830.19K |
| American century companies | 163.66K | 0.00% | 39.15K |
| First trust advisors lp | 32.15K | 0.00% | 32.15K |
| Summerhaven investment management | 30.54K | 0.45% | 30.54K |
| Geode capital management | 249.67K | 0.00% | 30.14K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 591.55K | 0.00% | -374.86K |
| Endeavour capital advisors | - | - | -198.20K |
| Fourthstone | 71.44K | 0.32% | -168.86K |
| Meeder advisory services | - | - | -113.75K |
| Maltese capital management | 7.92K | 0.03% | -112.08K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| First trust advisors lp | 32.15K | 0.00% | 32.15K | $810.58K |
| Summerhaven investment management | 30.54K | 0.45% | 30.54K | $769.96K |
| Hillsdale investment management | 12.20K | 0.01% | 12.20K | $307.56K |
| Connor, clark & lunn investment management | 9.34K | 0.00% | 9.34K | $235.51M |
| Susquehanna portfolio strategies | 8.50K | 0.00% | 8.50K | $214.28K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 58 | 7.41% | 2,523,932 | 1.23% | 44 | 2.29% | 34 | 30.77% | 10 | -47.37% |
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 |
|---|---|---|
| 2025 Q4 | 2 | 2 |
| 2025 Q3 | - | - |
| 2025 Q2 | 1 | 7 |
| 2025 Q1 | - | - |
| 2024 Q4 | 2 | 6 |
OBT Ownership FAQ
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