Vault-13

ORANGE CNTY BANCORP INC OBT

COM · Common Stock · CUSIP 68417L107

96 institutional holders +23 vs Q1 2025
7,295,2297.3m shares reported held*
54.6% of all shares outstanding*
$188.5mreported value*
27 new 33 added 19 reduced 5 sold out net bought ≈ $54.8m (+2.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($316.0k this quarter). Holder counts are more reliable. Shares outstanding: 13.4m as of 2025-08-06, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $25.84.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 25Q4 22: 30Q1 23: 37Q2 23: 45Q3 23: 53Q4 23: 53Q1 24: 52Q2 24: 55Q3 24: 59Q4 24: 66Q1 25: 73Q2 25: 9696Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202225
Q4 202230
Q1 202337
Q2 202345
Q3 202353
Q4 202353
Q1 202452
Q2 202455
Q3 202459
Q4 202466
Q1 202573
Q2 202596

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 23 bought or addedQ3 23: 16 cut or sold outQ4 23: 27 bought or addedQ4 23: 16 cut or sold outQ4 23Q1 24: 19 bought or addedQ1 24: 25 cut or sold outQ2 24: 24 bought or addedQ2 24: 22 cut or sold outQ2 24Q3 24: 32 bought or addedQ3 24: 13 cut or sold outQ4 24: 36 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 67 bought or addedQ1 25: 7 cut or sold outQ2 25: 60 bought or addedQ2 25: 24 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232316
Q4 20232716
Q1 20241925
Q2 20242422
Q3 20243213
Q4 20243617
Q1 2025677
Q2 20256024

Biggest buyers

WELLINGTON MANAGEMENT GROUP LLP Added +457,152+457.2k
BlackRock, Inc. Added +405,218+405.2k
Fourthstone LLC New +240,308+240.3k
ENDEAVOUR CAPITAL ADVISORS INC New +198,200+198.2k
MALTESE CAPITAL MANAGEMENT LLC New +120,000+120.0k
EJF Capital LP New +113,938+113.9k
ALLIANCEBERNSTEIN L.P. Added +91,306+91.3k
VANGUARD GROUP INC Added +90,915+90.9k
BROWN BROTHERS HARRIMAN & CO New +84,374+84.4k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Added +73,483+73.5k

Biggest sellers

Meeder Advisory Services, Inc. Sold out -113,749-113.7k
BANC FUNDS CO LLC Reduced -103,676-103.7k
Orange Investment Advisors, Inc. Reduced -17,288-17.3k
DEUTSCHE BANK AG\ Sold out -10,749-10.7k
HENNESSY ADVISORS INC Reduced -10,000-10.0k
JPMORGAN CHASE & CO Reduced -9,396-9.4k
GEODE CAPITAL MANAGEMENT, LLC Reduced -5,956-6.0k
NORTHERN TRUST CORP Reduced -5,792-5.8k
Corebridge Financial, Inc. Sold out -5,007-5.0k
Nuveen, LLC Reduced -4,836-4.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution -1.1 pts · filed 2026-10-27 8.1% -1.1 pts 1.1m≈ $39.9m 2026-10-27
BlackRock, Inc. 13G · institution +0.8 pts · filed 2025-10-17 5.5% +0.8 pts 739.4k≈ $27.2m 2025-10-17

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
505Q3 23: 1 buyingQ3 23: 2 sellingQ4 23: 0 buyingQ4 23: 4 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 3 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 1 buyingQ4 24: 5 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 1 buyingQ2 25: 3 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20231$21.1k2$145.8k—
Q4 20230—4$246.1k—
Q1 20240—0——
Q2 20240—3$108.1k—
Q3 20240—0——
Q4 20241$29.2k5$174.3k—
Q1 20250—0——
Q2 20251$150.0k3$172.1k—
DateInsiderTradeSharesPrice ValueTheir holding
2025-06-04 Schiller Jon Director Bought 6,451 $23.25 $150.0k6.5k shares +108%
2025-05-16 Ruhl Joseph A Reg Pres, Westchester County Sold 1,752 $26.67 $46.7k1.8k shares -5%
2025-05-05 Coulter Michael J EVP and CLO Sold 2,497 $26.17 $65.3k2.5k shares -33%
2025-05-02 Sousa Gregory EVP and Deputy CLO Sold 2,440 $24.61 $60.1k2.4k shares -19%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Orange Investment Advisors, Inc. 3.29% of their portfolio GOSHEN, NY 1,161,6171.2m $30.0m $30.0m 3.29% Reduced -17.3k -17,288
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,141,0451.1m $29.5m $29.5m 0.00% Added +405.2k +405,218
3 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 966,410966.4k $25.0m $25.0m 0.00% Added +457.2k +457,152
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 542,127542.1k $14.0m $14.0m 0.00% Added +90.9k +90,915
5 BANC FUNDS CO LLC 1.29% of their portfolio CHICAGO, IL 329,956330.0k $8.5m $8.5m 1.29% Reduced -103.7k -103,676
6 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 319,723319.7k $8.3m $8.3m 0.01% Added +73.5k +73,483
7 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 285,968286.0k $7.4m $7.4m 0.00% Added +91.3k +91,306
8 Fourthstone LLC 1.22% of their portfolio ST LOUIS, MO 240,308240.3k $6.2m $6.2m 1.22% New
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 219,526219.5k $5.7m $5.7m 0.00% Reduced -6.0k -5,956
10 ENDEAVOUR CAPITAL ADVISORS INC 1.76% of their portfolio GREENWICH, CT 198,200198.2k $5.1m $5.1m 1.76% New
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 158,315158.3k $4.1m $4.1m 0.00% Added +4.8k +4,823
12 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 124,512124.5k $3.2m $3.2m 0.00% Added +516 +516
13 MALTESE CAPITAL MANAGEMENT LLC 0.44% of their portfolio New York, NY 120,000120.0k $3.1m $3.1m 0.44% New
14 EJF Capital LP 2.34% of their portfolio Arlington, VA 113,938113.9k $2.9m $2.9m 2.34% New
15 BROWN BROTHERS HARRIMAN & CO 0.01% of their portfolio NEW YORK, NY 84,37484.4k $2.2m $2.2m 0.01% New
16 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 76,91176.9k $2.0m $2.0m 0.00% Reduced -5.8k -5,792
17 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 67,46467.5k $1.7m $1.7m 0.00% Added +22.1k +22,050
18 BOOTHBAY FUND MANAGEMENT, LLC 0.05% of their portfolio NEW YORK, NY 63,38063.4k $1.6m $1.6m 0.05% New
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 55,18155.2k $1.4m $1.4m 0.00% Added +18.3k +18,343
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 52,87252.9k $1.4m $1.4m 0.00% Added +34.1k +34,059
21 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 52,52052.5k $1.4m $1.4m 0.00% Reduced -1.3k -1,252
22 Azora Capital LP 0.06% of their portfolio MIAMI, FL 50,00050.0k $1.3m $1.3m 0.06% New
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 48,70448.7k $1.3m $1.3m 0.00% Added +18.4k +18,391
24 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 44,47844.5k $1.1m $1.1m 0.00% Added +29.7k +29,721
25 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 43,84543.8k $1.1m $1.1m 0.00% Added +21.2k +21,196
26 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 38,16538.2k $986.2k $986.2k 0.00% New
27 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 37,57337.6k $970.9k $970.9k 0.00% Added +25.9k +25,913
28 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 35,00035.0k $904.4k $904.4k 0.00% Unchanged
29 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 32,86732.9k $849.3k $849.3k 0.00% Added +19.7k +19,733
30 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 31,57731.6k $816.0k $816.0k 0.00% Added +119 +119
31 Carnegie Investment Counsel 0.01% of their portfolio PEPPER PIKE, OH 28,40028.4k $733.9k $733.9k 0.01% Unchanged
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 27,26927.3k $704.6k $704.6k 0.00% Reduced -575 -575
33 PMC FIG Opportunities LLC 1.05% of their portfolio JERUSALEM, L3 27,23027.2k $703.6k $703.6k 1.05% New
34 U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio AUSTIN, TX 26,99827.0k $697.6k $697.6k 0.02% Unchanged
35 NorthCrest Asset Manangement, LLC 0.02% of their portfolio PLYMOUTH, MN 25,99626.0k $712.8k $712.8k 0.02% Added +11 +11
36 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 25,25025.2k $652.5k $652.5k 0.00% New
37 HENNESSY ADVISORS INC 0.02% of their portfolio NOVATO, CA 25,00025.0k $646.0k $646.0k 0.02% Reduced -10.0k -10,000
38 KENNEDY CAPITAL MANAGEMENT LLC 0.01% of their portfolio ST LOUIS, MO 23,02523.0k $595.0k $595.0k 0.01% New
39 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 22,76122.8k $588.1k $588.1k 0.01% Added +1.3k +1,300
40 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 21,56021.6k $557.1k $557.1k 0.00% Unchanged
41 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 20,90020.9k $540.1k $540.1k 0.00% Added +11.4k +11,400
42 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 20,26820.3k $523.7k $523.7k 0.00% Added +862 +862
43 Gator Capital Management, LLC 0.16% of their portfolio TAMPA, FL 20,00020.0k $516.8k $516.8k 0.16% New
44 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 18,84018.8k $486.8k $486.8k 0.00% New
45 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 16,99317.0k $439.1k $439.1k 0.00% Added +6.6k +6,617
46 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 16,89616.9k $437.0k $437.0k 0.00% Added +25 +25
47 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 15,09415.1k $390.0k $390.0k 0.00% Reduced -4.8k -4,836
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 14,48214.5k $374.0k $374.0k 0.00% Added +7.8k +7,771
49 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 11,88011.9k $307.0k $307.0k 0.00% Reduced -403 -403
50 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 11,82911.8k $305.7k $305.7k 0.00% Reduced -2.4k -2,401
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,58211.6k $299.3k $299.3k 0.00% Reduced -1.5k -1,484
52 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 10,19010.2k $263.3k $263.3k 0.00% Reduced -9.4k -9,396
53 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 9,8079.8k $253.4k $253.4k 0.00% Reduced -694 -694
54 Persistent Asset Partners Ltd 0.21% of their portfolio HONG KONG, K3 9,3909.4k $242.6k $242.6k 0.21% New
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 8,8248.8k $228.0k $228.0k 0.00% Added +97 +97
56 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 8,3448.3k $215.6k $215.6k 0.00% New
57 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 8,2008.2k $211.9k $211.9k 0.00% New
58 KAHN BROTHERS GROUP INC 0.04% of their portfolio NEW YORK, NY 8,0008.0k $206.7k $206.7k 0.04% New
59 CULBERTSON A N & CO INC 0.03% of their portfolio Charlottesville, VA 7,8007.8k $201.6k $201.6k 0.03% New
60 Cubist Systematic Strategies, LLC 0.00% of their portfolio STAMFORD, CT 7,6347.6k $197.3k $197.3k 0.00% New
61 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 7,0747.1k $182.8k $182.8k 0.00% Added +2.6k +2,601
62 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 6,2296.2k $161.0k $161.0k 0.00% Unchanged
63 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 5,7775.8k $149.3k $149.3k 0.00% Reduced -356 -356
64 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,5245.5k $142.7k $142.7k 0.00% Reduced -1.1k -1,090
65 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 5,2235.2k $135.0k $135.0k 0.00% Reduced -813 -813
66 GLOBEFLEX CAPITAL L P 0.01% of their portfolio SAN DIEGO, CA 4,7144.7k $121.8k $121.8k 0.01% Unchanged
67 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 4,0404.0k $104.4k $104.4k 0.00% New
68 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,8423.8k $99.3k $99.3k 0.00% Reduced -3.8k -3,773
69 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,4533.5k $89.2k $89.2k 0.00% Added +3.0k +3,025
70 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 2,8382.8k $73.3k $73.3k 0.00% Unchanged
71 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 1,8701.9k $48.3k $48.3k 0.00% Unchanged
72 FMR LLC 0.00% of their portfolio BOSTON, MA 1,3261.3k $34.3k $34.3k 0.00% Added +1.1k +1,142
73 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 1,2861.3k $33.2k $33.2k 0.00% Reduced -4.0k -4,000
74 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,0861.1k $28.1k $28.1k 0.00% New
75 Legal & General Group Plc 0.00% of their portfolio London, X0 935935 $24.2k $24.2k 0.00% Reduced -25 -25
76 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 844844 $21.8k $21.8k 0.00% Unchanged
77 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 765765 $19.8k $19.8k 0.00% Added +277 +277
78 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 740740 $19.1k $19.1k 0.00% Unchanged
79 Point72 Asia (Singapore) Pte. Ltd. 0.00% of their portfolio SINGAPORE, U0 684684 $17.7k $17.7k 0.00% New
80 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 521521 $13.5k $13.5k 0.00% Added +505 +505
81 CWM, LLC 0.00% of their portfolio OMAHA, NE 494494 $13.0k $13.0k 0.00% Added +341 +341
82 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 363363 $9.4k $9.4k 0.00% New
83 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 344344 $9.0k $9.0k 0.00% Unchanged
84 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 190190 $4.9k $4.9k 0.00% Added +14 +14
85 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 8282 $2.0k $2.0k 0.00% Unchanged
86 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 6262 $1.6k $1.6k 0.00% Added +34 +34
87 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 4242 $1.1k $1.1k 0.00% Unchanged
88 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2424 $621 $621 0.00% New
89 Point72 (DIFC) Ltd 0.00% of their portfolio DUBAI, C0 2222 $568 $568 0.00% New
90 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 2121 $543 $543 0.00% First filing
91 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1818 $465 $465 0.00% New
92 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 1818 $465 $465 0.00% Unchanged
93 Covestor Ltd 0.00% of their portfolio LONDON, X0 55 $0 $0 0.00% Added +2 +2
94 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 22 $52 $52 0.00% Unchanged
95 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11 $26 $26 0.00% New
96 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged