ORANGE CNTY BANCORP INC OBT
COM · Common Stock · CUSIP 68417L107
- SectorFinancials
- IndustryState Commercial Banks
- HeadquartersMiddletown, NY
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 25 |
| Q4 2022 | 30 |
| Q1 2023 | 37 |
| Q2 2023 | 45 |
| Q3 2023 | 53 |
| Q4 2023 | 53 |
| Q1 2024 | 52 |
| Q2 2024 | 55 |
| Q3 2024 | 59 |
| Q4 2024 | 66 |
| Q1 2025 | 73 |
| Q2 2025 | 96 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 23 | 16 |
| Q4 2023 | 27 | 16 |
| Q1 2024 | 19 | 25 |
| Q2 2024 | 24 | 22 |
| Q3 2024 | 32 | 13 |
| Q4 2024 | 36 | 17 |
| Q1 2025 | 67 | 7 |
| Q2 2025 | 60 | 24 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +457.2k |
| BlackRock, Inc. | Added | +405.2k |
| Fourthstone LLC | New | +240.3k |
| ENDEAVOUR CAPITAL ADVISORS INC | New | +198.2k |
| MALTESE CAPITAL MANAGEMENT LLC | New | +120.0k |
| EJF Capital LP | New | +113.9k |
| ALLIANCEBERNSTEIN L.P. | Added | +91.3k |
| VANGUARD GROUP INC | Added | +90.9k |
| BROWN BROTHERS HARRIMAN & CO | New | +84.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +73.5k |
Biggest sellers
| Meeder Advisory Services, Inc. | Sold out | -113.7k |
| BANC FUNDS CO LLC | Reduced | -103.7k |
| Orange Investment Advisors, Inc. | Reduced | -17.3k |
| DEUTSCHE BANK AG\ | Sold out | -10.7k |
| HENNESSY ADVISORS INC | Reduced | -10.0k |
| JPMORGAN CHASE & CO | Reduced | -9.4k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -6.0k |
| NORTHERN TRUST CORP | Reduced | -5.8k |
| Corebridge Financial, Inc. | Sold out | -5.0k |
| Nuveen, LLC | Reduced | -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.
| Holder | Stake |
|---|---|
| BlackRock Portfolio Management LLC 13G · institution -1.1 pts · filed 2026-10-27 | 8.1% |
| BlackRock, Inc. 13G · institution +0.8 pts · filed 2025-10-17 | 5.5% |
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 1 | $21.1k | 2 | $145.8k | — |
| Q4 2023 | 0 | — | 4 | $246.1k | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 3 | $108.1k | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 1 | $29.2k | 5 | $174.3k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $150.0k | 3 | $172.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-04 | Schiller Jon Director | Bought | $150.0k6.5k shares |
| 2025-05-16 | Ruhl Joseph A Reg Pres, Westchester County | Sold | $46.7k1.8k shares |
| 2025-05-05 | Coulter Michael J EVP and CLO | Sold | $65.3k2.5k shares |
| 2025-05-02 | Sousa Gregory EVP and Deputy CLO | Sold | $60.1k2.4k shares |
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
| Manager | Shares | Change |
|---|---|---|
| Orange Investment Advisors, Inc. 3.29% of their portfolio | 1.2m $30.0m | Reduced -17.3k |
| BlackRock, Inc. 0.00% of their portfolio | 1.1m $29.5m | Added +405.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 966.4k $25.0m | Added +457.2k |
| VANGUARD GROUP INC 0.00% of their portfolio | 542.1k $14.0m | Added +90.9k |
| BANC FUNDS CO LLC 1.29% of their portfolio | 330.0k $8.5m | Reduced -103.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 319.7k $8.3m | Added +73.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 286.0k $7.4m | Added +91.3k |
| Fourthstone LLC 1.22% of their portfolio | 240.3k $6.2m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 219.5k $5.7m | Reduced -6.0k |
| ENDEAVOUR CAPITAL ADVISORS INC 1.76% of their portfolio | 198.2k $5.1m | New |
| STATE STREET CORP 0.00% of their portfolio | 158.3k $4.1m | Added +4.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 124.5k $3.2m | Added +516 |
| MALTESE CAPITAL MANAGEMENT LLC 0.44% of their portfolio | 120.0k $3.1m | New |
| EJF Capital LP 2.34% of their portfolio | 113.9k $2.9m | New |
| BROWN BROTHERS HARRIMAN & CO 0.01% of their portfolio | 84.4k $2.2m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 76.9k $2.0m | Reduced -5.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 67.5k $1.7m | Added +22.1k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.05% of their portfolio | 63.4k $1.6m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 55.2k $1.4m | Added +18.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 52.9k $1.4m | Added +34.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 52.5k $1.4m | Reduced -1.3k |
| Azora Capital LP 0.06% of their portfolio | 50.0k $1.3m | New |
| MORGAN STANLEY 0.00% of their portfolio | 48.7k $1.3m | Added +18.4k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 44.5k $1.1m | Added +29.7k |
| BARCLAYS PLC 0.00% of their portfolio | 43.8k $1.1m | Added +21.2k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 38.2k $986.2k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 37.6k $970.9k | Added +25.9k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio | 35.0k $904.4k | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 32.9k $849.3k | Added +19.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 31.6k $816.0k | Added +119 |
| Carnegie Investment Counsel 0.01% of their portfolio | 28.4k $733.9k | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 27.3k $704.6k | Reduced -575 |
| PMC FIG Opportunities LLC 1.05% of their portfolio | 27.2k $703.6k | New |
| U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio | 27.0k $697.6k | Unchanged |
| NorthCrest Asset Manangement, LLC 0.02% of their portfolio | 26.0k $712.8k | Added +11 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 25.2k $652.5k | New |
| HENNESSY ADVISORS INC 0.02% of their portfolio | 25.0k $646.0k | Reduced -10.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 23.0k $595.0k | New |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 22.8k $588.1k | Added +1.3k |
| LPL Financial LLC 0.00% of their portfolio | 21.6k $557.1k | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 20.9k $540.1k | Added +11.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 20.3k $523.7k | Added +862 |
| Gator Capital Management, LLC 0.16% of their portfolio | 20.0k $516.8k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 18.8k $486.8k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 17.0k $439.1k | Added +6.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 16.9k $437.0k | Added +25 |
| Nuveen, LLC 0.00% of their portfolio | 15.1k $390.0k | Reduced -4.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 14.5k $374.0k | Added +7.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 11.9k $307.0k | Reduced -403 |
| Invesco Ltd. 0.00% of their portfolio | 11.8k $305.7k | Reduced -2.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 11.6k $299.3k | Reduced -1.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 10.2k $263.3k | Reduced -9.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 9.8k $253.4k | Reduced -694 |
| Persistent Asset Partners Ltd 0.21% of their portfolio | 9.4k $242.6k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 8.8k $228.0k | Added +97 |
| Quantinno Capital Management LP 0.00% of their portfolio | 8.3k $215.6k | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 8.2k $211.9k | New |
| KAHN BROTHERS GROUP INC 0.04% of their portfolio | 8.0k $206.7k | New |
| CULBERTSON A N & CO INC 0.03% of their portfolio | 7.8k $201.6k | New |
| Cubist Systematic Strategies, LLC 0.00% of their portfolio | 7.6k $197.3k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 7.1k $182.8k | Added +2.6k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 6.2k $161.0k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 5.8k $149.3k | Reduced -356 |
| UBS Group AG 0.00% of their portfolio | 5.5k $142.7k | Reduced -1.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 5.2k $135.0k | Reduced -813 |
| GLOBEFLEX CAPITAL L P 0.01% of their portfolio | 4.7k $121.8k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 4.0k $104.4k | New |
| CITIGROUP INC 0.00% of their portfolio | 3.8k $99.3k | Reduced -3.8k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.5k $89.2k | Added +3.0k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 2.8k $73.3k | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 1.9k $48.3k | Unchanged |
| FMR LLC 0.00% of their portfolio | 1.3k $34.3k | Added +1.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.3k $33.2k | Reduced -4.0k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1.1k $28.1k | New |
| Legal & General Group Plc 0.00% of their portfolio | 935 $24.2k | Reduced -25 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 844 $21.8k | Unchanged |
| Versant Capital Management, Inc 0.00% of their portfolio | 765 $19.8k | Added +277 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 740 $19.1k | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. 0.00% of their portfolio | 684 $17.7k | New |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 521 $13.5k | Added +505 |
| CWM, LLC 0.00% of their portfolio | 494 $13.0k | Added +341 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 363 $9.4k | New |
| AMALGAMATED BANK 0.00% of their portfolio | 344 $9.0k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 190 $4.9k | Added +14 |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 82 $2.0k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 62 $1.6k | Added +34 |
| GAMMA Investing LLC 0.00% of their portfolio | 42 $1.1k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 24 $621 | New |
| Point72 (DIFC) Ltd 0.00% of their portfolio | 22 $568 | New |
| Essential Partners LLC 0.00% of their portfolio | 21 $543 | First filing |
| IFP Advisors, Inc 0.00% of their portfolio | 18 $465 | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 18 $465 | Unchanged |
| Covestor Ltd 0.00% of their portfolio | 5 $0 | Added +2 |
| True Wealth Design, LLC 0.00% of their portfolio | 2 $52 | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1 $26 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |