Who Owns OBT?
Orange County Bancorp, Inc. — Institutional Ownership & 13F Holdings
$34.01
-2.26 (-6.23%)
Market Cap
$475.4M
Shares Outstanding
13,407,689
Institutional Holders
72
Total Inst. Value
$115.6M
% of Float Held
48.7%
QoQ Holder Change
+25
Institutional data as of Q1 2025
New Positions
14
Closed Positions
5
Increased
55
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Orange Investment Advisors, Inc. | $27.6M | 1,178,905 |
| 2 | BlackRock, Inc. | $17.2M | 735,827 |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | $11.9M | 509,258 |
| 4 | VANGUARD GROUP INC | $10.6M | 451,212 |
| 5 | BANC FUNDS CO LLC | $10.1M | 433,632 |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $5.3M | 225,482 |
| 7 | ALLIANCEBERNSTEIN L.P. | $4.6M | 194,662 |
| 8 | STATE STREET CORP | $3.6M | 153,492 |
| 9 | AMERICAN CENTURY COMPANIES INC | $2.9M | 123,996 |
| 10 | Meeder Advisory Services, Inc.New | $2.7M | 113,749 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Orange Investment Advisors, Inc. | +577K | $27.6M |
| BlackRock, Inc. | +373K | $17.2M |
| WELLINGTON MANAGEMENT GROUP LLP | +245K | $11.9M |
| VANGUARD GROUP INC | +226K | $10.6M |
| BANC FUNDS CO LLC | +196K | $10.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | -4K | $454K |
| Russell Investments Group, Ltd. | -33 | $421 |
| Covestor Ltd | -2 | $0 |
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Frequently Asked Questions
How many institutional investors hold OBT?
As of Q1 2025, 72 institutional investors report holding OBT (Orange County Bancorp, Inc.) in their 13F filings.
What percentage of Orange County Bancorp, Inc. is owned by institutions?
Institutional investors hold approximately 48.7% of Orange County Bancorp, Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most OBT?
The largest institutional holder of OBT is Orange Investment Advisors, Inc. with $27.6M in shares.
Are institutions buying or selling OBT?
This quarter, 14 institutions opened new positions in OBT and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.