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Orange County Bancorp Ownership | Who Owns Orange County Bancorp?

OverviewRevenueFinancialsChart

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 14.19% of OBT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.52% of its assets in Orange County Bancorp shares.

OBT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockOrange County Bancorp32.95%12.81%54.25%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryRegional Banks Stocks31.59%12.71%55.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de1.89M14.19%$60.52M
Hudson valley investment advisors inc /adv1.06M7.96%$33.95M
Blackrock327.31K5.81%$17.31M
Vanguard group577.96K4.33%$16.50M
Wellington management group llp497.42K3.73%$15.91M
Manufacturers life insurance company, the309.31K2.32%$9.89M
Geode capital management260.47K1.95%$8.33M
American century companies235.28K1.76%$7.52M
Alliancebernstein219.20K1.64%$6.26M
Banc funds197.54K1.48%$6.32M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Hudson valley investment advisors inc /adv1.06M4.40%$33.95M
Ejf capital80.84K1.82%$2.59M
Banc funds197.54K1.18%$6.32M
Summerhaven investment management27.19K0.53%$869.44K
Coombe, bender11.23K0.35%$593.84K
Maltese capital management52.57K0.33%$1.68M
Fourthstone27.38K0.15%$875.74K
Gator capital management21.57K0.14%$689.81K
Eagle ridge investment management14.20K0.07%$789.09K
Numerai gp15.34K0.05%$490.61K

Top Buyers

HolderShares% AssetsChange
Vanguard fiduciary trust72.08K0.00%72.08K
American century companies235.28K0.00%68.88K
Maltese capital management52.57K0.33%52.57K
Morgan stanley101.19K0.00%45.67K
Two sigma investments, lp78.31K0.00%38.54K

Top Sellers

HolderShares% AssetsChange
Endeavour capital advisors---198.20K
Fourthstone27.38K0.15%-165.46K
Meeder advisory services---113.75K
Wellington management group llp497.42K0.00%-76.85K
Boothbay fund management---63.38K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust72.08K0.00%72.08K$2.30M
Citadel advisors21.05K0.00%21.05K$673.18K
Arrowstreet capital, limited partnership17.88K0.00%17.88K$571.67K
Numerai gp15.34K0.05%15.34K$490.61K
Xtx topco12.59K0.01%12.59K$402.60K

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202544-52.17%4,395,267-39.94%320.84%17-69.64%12-25.00%
Sep 30, 202527-69.32%2,017,193-70.67%170.50%15-72.73%3-84.21%
Jun 30, 20259330.99%7,300,19040.78%622.99%59-14.49%19850.00%
Mar 31, 20257110.94%5,185,492102.46%452.23%6991.67%2-85.71%
Dec 31, 2024615.17%2,470,991-2.10%874.39%33-2.94%1440.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv337.80K2.52%11.03K
iShares Russell 2000 ETF293.88K2.19%2.49K
BlackRock Advantage Small Cap Core Instl264.69K1.97%-2.02K
Avantis US Small Cap Value ETF209.18K1.56%-
JHancock Regional Bank A161.59K1.21%-
Vanguard US Total Market Shares ETF114.15K1.00%-
JH Financial Opportunities123.19K0.92%-
Fidelity Small Cap Index113.88K0.85%732.00
Vanguard Institutional Extnd Mkt Idx Tr113.40K0.85%-5.68K
John Hancock Financial Opportunities Fund87.48K0.77%-

Recent Insider Transactions

DateNameRoleActivityValue
Mar 19, 2026Gilfeather Michael J President and CEOBuy$6.25K
Dec 11, 2025Dineen David P SVP, Dir. Wealth ServicesSell$5.57K
Dec 11, 2025Dineen David P SVP, Dir. Wealth ServicesSell$23.24K
Oct 31, 2025Gilfeather Michael J President and CEOBuy$8.41K
Oct 31, 2025Gilfeather Michael J President and CEOBuy$31.23K

Insider Transactions Trends

DateBuySell
2026 Q2--
2026 Q11-
2025 Q422
2025 Q3--
2025 Q217

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 31.59%, 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 (1.89M shares, 14.19%), Hudson valley investment advisors inc /adv (1.06M shares, 7.96%), and Blackrock (327.31K shares, 5.81%). Together, they hold 27.95% 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 4.40% of its assets in 1.06M Orange County Bancorp shares, valued at 33.95M$.

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 2.52% of its total shares outstanding invested in 337.8K Orange County Bancorp shares.

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