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 ($18.0k this quarter). Holder counts are more reliable. Shares outstanding: 13.4m as of 2026-08-05, 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 ≈ $36.67.
Trends to Q2 2026
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 |
| Q3 2025 | 94 |
| Q4 2025 | 95 |
| Q1 2026 | 104 |
| Q2 2026 | 112 |
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 2024 | 32 | 13 |
| Q4 2024 | 36 | 17 |
| Q1 2025 | 67 | 7 |
| Q2 2025 | 60 | 24 |
| Q3 2025 | 55 | 32 |
| Q4 2025 | 42 | 37 |
| Q1 2026 | 51 | 36 |
| Q2 2026 | 73 | 27 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +78.9k |
| AMERICAN CENTURY COMPANIES INC | Added | +76.5k |
| BlackRock, Inc. | Added | +67.8k |
| Elizabeth Park Capital Advisors, Ltd. | New | +37.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +29.7k |
| Qube Research & Technologies Ltd | Added | +29.6k |
| STATE STREET CORP | Added | +29.1k |
| DIMENSIONAL FUND ADVISORS LP | Added | +26.9k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +26.2k |
| TWO SIGMA INVESTMENTS, LP | Added | +23.3k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -399.1k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -55.3k |
| Fourthstone LLC | Sold out | -27.4k |
| MALTESE CAPITAL MANAGEMENT LLC | Reduced | -25.6k |
| Nuveen, LLC | Reduced | -21.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -21.0k |
| Numerai GP LLC | Sold out | -15.3k |
| BANC FUNDS CO LLC | Reduced | -11.5k |
| MARSHALL WACE, LLP | Reduced | -11.3k |
| EJF Capital LP | Reduced | -10.3k |
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% |
Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (4.4%, 2025-11-12)
Insider purchases and sales since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $29.2k | 5 | $174.3k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $150.0k | 3 | $172.1k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $39.6k | 1 | $28.8k | — |
| Q1 2026 | 1 | $6.2k | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 2 | $176.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-04 | Rooney Stephen SVP, Chief Credit Officer | Sold | $58.1k1.5k shares |
| 2026-08-03 | Sousa Gregory EVP and Deputy CLO | Sold | $72.9k1.9k shares |
| 2026-07-30 | Sousa Gregory EVP and Deputy CLO | Sold | $45.1k1.2k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 2.0m $72.1m | Added +67.8k |
| Orange Investment Advisors, Inc. 4.74% of their portfolio | 1.1m $39.0m | Reduced -568 |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 471.0k $17.3m | Added +9.3k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 311.7k $11.5m | Added +76.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 307.5k $11.3m | Reduced -1.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 290.2k $10.7m | Added +29.7k |
| STATE STREET CORP 0.00% of their portfolio | 216.3k $8.0m | Added +29.1k |
| BANC FUNDS CO LLC 1.13% of their portfolio | 186.0k $6.8m | Reduced -11.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 163.9k $5.2m | Reduced -55.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 153.8k $5.7m | Added +26.9k |
| MORGAN STANLEY 0.00% of their portfolio | 110.9k $4.1m | Added +9.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 108.0k $4.0m | Added +78.9k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 101.6k $3.7m | Added +23.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 98.9k $3.6m | Added +10.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 98.3k $3.6m | Reduced -399.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 85.8k $3.2m | Added +18.0k |
| BROWN BROTHERS HARRIMAN & CO 0.01% of their portfolio | 84.4k $3.1m | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 76.6k $2.8m | Reduced -11.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 75.6k $2.8m | Added +3.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 72.3k $2.7m | Added +253 |
| EJF Capital LP 1.74% of their portfolio | 70.5k $2.6m | Reduced -10.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 57.8k $2.1m | Added +10.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 55.1k $2.0m | Added +4.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 49.1k $1.8m | Added +26.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 44.8k $1.6m | Added +1.7k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 43.4k $1.6m | Reduced -3.4k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 40.8k $1.5m | Added +29.6k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 39.4k $1.5m | Added +1.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 37.7k $1.4m | Added +4.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 37.3k $1.4m | Added +19.4k |
| Elizabeth Park Capital Advisors, Ltd. 0.94% of their portfolio | 37.0k $1.4m | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 35.2k $1.3m | Added +6.4k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio | 35.0k $1.3m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 35.0k $1.3m | Added +950 |
| Carnegie Investment Counsel 0.02% of their portfolio | 31.4k $1.2m | Unchanged |
| SummerHaven Investment Management, LLC 0.54% of their portfolio | 27.2k $999.9k | Unchanged |
| MALTESE CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 27.0k $993.1k | Reduced -25.6k |
| XTX Topco Ltd 0.01% of their portfolio | 26.7k $980.4k | Added +14.1k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 26.6k $977.6k | Reduced -21.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 26.2k $962.0k | Added +5.1k |
| BARCLAYS PLC 0.00% of their portfolio | 25.9k $953.2k | Reduced -7.6k |
| MARTINGALE ASSET MANAGEMENT L P 0.02% of their portfolio | 24.8k $911.4k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 23.0k $844.4k | Added +12.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 22.3k $831.8k | Added +17.6k |
| Gator Capital Management, LLC 0.17% of their portfolio | 22.0k $809.9k | Added +450 |
| LPL Financial LLC 0.00% of their portfolio | 21.3k $781.9k | Added +41 |
| Nuveen, LLC 0.00% of their portfolio | 21.1k $775.1k | Reduced -21.3k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 17.3k $637.3k | Added +500 |
| Squarepoint Ops LLC 0.00% of their portfolio | 15.8k $579.5k | Added +3.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 12.6k $464.7k | Added +2.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 12.4k $457.4k | Added +8.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 10.9k $400.5k | Added +6.5k |
| UBS Group AG 0.00% of their portfolio | 10.4k $380.7k | Added +6.3k |
| Voleon Capital Management LP 0.01% of their portfolio | 10.0k $366.5k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 9.9k $363.0k | Added +449 |
| HighTower Advisors, LLC 0.00% of their portfolio | 9.5k $350.0k | Added +2.0k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 8.7k $319.8k | Added +1.6k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 8.3k $304.5k | Reduced -1.3k |
| Invesco Ltd. 0.00% of their portfolio | 8.2k $300.5k | Added +1.9k |
| KAHN BROTHERS GROUP INC 0.05% of their portfolio | 8.0k $294.2k | Unchanged |
| Hillsdale Investment Management Inc. 0.01% of their portfolio | 8.0k $294.2k | Reduced -4.2k |
| Daytona Street Capital LLC 0.22% of their portfolio | 8.0k $295.0k | Unchanged |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 7.1k $259.7k | Added +651 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 6.9k $253.1k | New |
| Quadrature Capital Ltd 0.00% of their portfolio | 6.7k $244.7k | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 6.6k $243.0k | Reduced -3.1k |
| CITIGROUP INC 0.00% of their portfolio | 6.4k $236.3k | Added +5.8k |
| Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio | 6.3k $232.6k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 5.9k $216.5k | Added +2.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 5.8k $214.2k | Added +272 |
| CULBERTSON A N & CO INC 0.02% of their portfolio | 5.8k $213.3k | New |
| Biondo Investment Advisors, LLC 0.03% of their portfolio | 5.7k $209.6k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 5.1k $187.8k | Added +4.2k |
| GLOBEFLEX CAPITAL L P 0.02% of their portfolio | 4.7k $173.4k | Unchanged |
| GoalVest Advisory LLC 0.03% of their portfolio | 4.1k $150.8k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 4.1k $149.3k | Added +1.2k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 3.8k $138.4k | Unchanged |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 3.2k $118.7k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.2k $81.0k | Added +1.2k |
| FMR LLC 0.00% of their portfolio | 1.5k $53.5k | Added +60 |
| Legal & General Group Plc 0.00% of their portfolio | 1.2k $45.5k | Added +204 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.1k $42.2k | Added +304 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1.1k $39.9k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.0k $37.9k | Reduced -528 |
| Versant Capital Management, Inc 0.00% of their portfolio | 842 $31.0k | Reduced -16 |
| Arax Advisory Partners 0.00% of their portfolio | 776 $28.5k | Added +685 |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 476 $17.0k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 365 $13.4k | New |
| Allworth Financial LP 0.00% of their portfolio | 232 $8.5k | Added +179 |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 210 $8.0k | Unchanged |
| Accent Capital Management, LLC 0.00% of their portfolio | 204 $7.5k | Reduced -159 |
| Sterling Capital Management LLC 0.00% of their portfolio | 188 $6.9k | Reduced -109 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 164 $6.0k | Reduced -468 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 154 $5.7k | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 102 $3.8k | Reduced -280 |
| IFP Advisors, Inc 0.00% of their portfolio | 95 $3.5k | Added +87 |
| Essential Partners LLC 0.00% of their portfolio | 66 $2.4k | Reduced -63 |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 51 $1.9k | Added +22 |
| PICTON MAHONEY ASSET MANAGEMENT 0.00% of their portfolio | 49 $1.8k | New |
| GAMMA Investing LLC 0.00% of their portfolio | 42 $1.5k | Unchanged |