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. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.03% 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	38.01%	12.17%	49.81%

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
Vanguard Total Stock Mkt Idx Inv	230.65K	2.03%	2.05K
iShares Russell 2000 ETF	264.90K	1.98%	1.84K
Vanguard Institutional Extnd Mkt Idx Tr	150.06K	1.32%	-
Vanguard US Total Market Shares ETF	114.15K	1.00%	-
JHancock Regional Bank A	129.84K	0.97%	-1.10K
Avantis US Small Cap Value ETF	106.20K	0.79%	-
John Hancock Financial Opportunities Fund	87.48K	0.77%	-
Fidelity Small Cap Index	102.04K	0.76%	277.00
JH Financial Opportunities	88.61K	0.66%	-
BlackRock Advantage Small Cap Core Instl	70.73K	0.53%	70.73K

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	-	-

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 38.01%, 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?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Orange County Bancorp shares, with 2.03% of its total shares outstanding invested in 230.65K Orange County Bancorp shares.

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