112 institutional investment managers reported OBT positions in their Form 13F filings for Q2 2026, holding 7,235,931 shares worth $265M in total. BlackRock, Inc. reported the largest position.

Are funds buying or selling OBT?

In Q2 2026, 15 managers opened new OBT positions, 57 added, 22 trimmed and 4 sold out. Managers that filed in both quarters added a net 53,000 shares.

How current is this OBT institutional ownership data?

It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Funds · OBT

Who owns OBT?

Institutional ownership of Orange County Bancorp Inc. from Form 13F, Q2 2026

112 institutional managers reported holding Orange County Bancorp Inc. (OBT) in Form 13F filings for Q2 2026, with 7,235,931 shares worth $265M. The largest reported holder was BlackRock, Inc. Managers that filed both quarters added a net 53,000 shares (+0.7%). 15 opened new positions and 4 sold out.

Funds holding: 112
Value held: $265M
New / sold out: 15 / 4
Net shares, same filers: +0.7%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of OBT

Fund	Value	Share of 13F holdings	Shares	Move
BlackRock, Inc.	$72.1M	27.1%	1,960,135	Added
Orange Investment Advisors, Inc.	$39.0M	14.7%	1,060,922	Unchanged
Vanguard Capital Management LLC	$17.3M	6.5%	471,006	Added
American Century Companies Inc	$11.5M	4.3%	311,740	Added
Manufacturers Life Insurance Company, the	$11.3M	4.3%	307,530	Trimmed
Geode Capital Management, LLC	$10.7M	4.0%	290,181	Added
State Street Corp	$8.0M	3.0%	216,289	Added
Banc Funds Co LLC	$6.8M	2.6%	186,035	Trimmed
Dimensional Fund Advisors LP	$5.7M	2.1%	153,814	Added
Alliancebernstein L.p.	$5.2M	2.3%	163,889	Trimmed
Morgan Stanley	$4.1M	1.5%	110,940	Added
AQR Capital Management LLC	$4.0M	1.5%	108,045	Added
Two Sigma Investments, LP	$3.7M	1.4%	101,648	Added
Northern Trust Corp	$3.6M	1.4%	98,930	Added
Wellington Management Group LLP	$3.6M	1.4%	98,314	Trimmed
Vanguard Portfolio Management LLC	$3.2M	1.2%	85,765	Added
Brown Brothers Harriman & Co	$3.1M	1.2%	84,374	Unchanged
Marshall Wace, LLP	$2.8M	1.1%	76,592	Trimmed
Goldman Sachs Group Inc	$2.8M	1.0%	75,601	Added
Vanguard Fiduciary Trust Co	$2.7M	1.0%	72,328	Added
EJF Capital LP	$2.6M	1.0%	70,543	Trimmed
Bank of America Corp	$2.1M	0.8%	57,789	Added
Bank of New York Mellon Corp	$2.0M	0.8%	55,095	Added
Renaissance Technologies LLC	$1.8M	0.7%	49,100	Added
Ameriprise Financial Inc	$1.6M	0.6%	44,789	Added

Share of 13F holdings is each fund's shares as a share of the 7,235,931 OBT shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

AQR Capital Management LLC Added+$2.9M
American Century Companies Inc Added+$2.8M
BlackRock, Inc. Added+$2.5M
Elizabeth Park Capital Advisors, Ltd. New+$1.4M
Geode Capital Management, LLC Added+$1.1M
Qube Research & Technologies Ltd Added+$1.1M
State Street Corp Added+$1.1M
Dimensional Fund Advisors LP Added+$989K
Renaissance Technologies LLC Added+$964K
Two Sigma Investments, LP Added+$859K

Biggest sellers in Q2 2026

Wellington Management Group LLP Trimmed-$14.7M
Alliancebernstein L.p. Trimmed-$1.8M
Maltese Capital Management LLC Trimmed-$941K
Fourthstone LLC Sold out-$876K
Nuveen, LLC Trimmed-$783K
Millennium Management LLC Trimmed-$771K
Numerai GP LLC Sold out-$491K
Banc Funds Co LLC Trimmed-$423K
Marshall Wace, LLP Trimmed-$415K
EJF Capital LP Trimmed-$379K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $24.8M and sold $22.4M; 57 added and 22 trimmed.

Schedule 13D and 13G filings on OBT

Owners of more than 5% must file within days, so these can be newer than the 13F data.

2025-10-17BlackRock, Inc. SCHEDULE 13G filed by BlackRock Inc.Schedule 13G
2025-08-12WELLINGTON MANAGEMENT GROUP LLP SCHEDULE 13G filed by Orange County Bancorp Inc.Schedule 13G
2025-06-06Bay Pond Partners, L.P. SCHEDULE 13G filed by Orange County Bancorp Inc.Schedule 13G

Questions about OBT ownership

Who owns OBT stock?: 112 institutional investment managers reported OBT positions in their Form 13F filings for Q2 2026, holding 7,235,931 shares worth $265M in total. BlackRock, Inc. reported the largest position.
Are funds buying or selling OBT?: In Q2 2026, 15 managers opened new OBT positions, 57 added, 22 trimmed and 4 sold out. Managers that filed in both quarters added a net 53,000 shares.
How current is this OBT institutional ownership data?: It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to OBT by CUSIP. Options are left out. OBT news and filings · OBT insider trades · Top funds