Orange County Bancorp, Inc. 13F holders
111 funds reported a position in Orange County Bancorp, Inc. in their 13F for the quarter ended 30 June 2026, together 7.2 million shares worth $265.4 million. Against the quarter before, 14 opened a position, 58 added, 22 trimmed and 4 sold out; together they bought a net 52,640 shares. The largest holders: BlackRock, Inc., Orange Investment Advisors, Inc. and Vanguard Capital Management LLC.
Funds holding111+7 on Q1 2026
Shares they held7.2Mworth $265.4 million
Net bought on the quarter52,640 sharesabout $1.9 million at the funds' values
Funds buying to selling72 to 26opened or added, to cut or sold
Opened 14Added 58Held 17Trimmed 22Sold out 4
What each fund did in OBT against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in OBT in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 22 reported a position in Orange County Bancorp, Inc.: 1 opened one, 6 added, 3 trimmed and 1 sold out, a net 44,709 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | +32,739 | 32,739 | new | 13F |
| Culbertson A N & Co. Inc. | +7,080 | 12,880 | added | 13F |
| Y-Intercept (Hong Kong) Ltd | +6,771 | 13,094 | added | 13F |
| SummerHaven Investment Management, LLC | -2,484 | 24,703 | trimmed | 13F |
| State of Alaska, Department of Revenue | +513 | 989 | added | 13F |
| Nisa Investment Advisors, LLC | -138 | 16 | trimmed | 13F |
| Sterling Capital Management LLC | +113 | 301 | added | 13F |
| SJS Investment Consulting Inc. | +73 | 80 | added | 13F |
| Farther Finance Advisors, LLC | +53 | 74 | added | 13F |
| Harbor Capital Advisors, Inc. | -3 | 207 | trimmed | 13F |
| Wealth Enhancement Trust Services, Inc. | -8 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Orange County Bancorp, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 290,181 shares worth $10.7 million, 0.0% of its reported book. In the quarter, 5 funds added or opened a position and 1 trimmed or sold out; together they bought a net 63,459 shares, about $2.3 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 290,181 | $10.7 million | 0.0% | +29,708 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 101,648 | $3.7 million | 0.0% | +23,343 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 49,100 | $1.8 million | 0.0% | +26,200 | added | 30 June 2026 | 13F |
| Millennium Management | 26,580 | $977,612 | 0.0% | -20,958 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 26,156 | $962,017 | 0.0% | +5,106 | added | 30 June 2026 | 13F |
| FMR LLC | 1,455 | $53,513 | 0.0% | +60 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 1,960,135 | 27.09% | $72.1 million | 0.00% | +67,815 | 13F |
| Orange Investment Advisors, Inc. | 1,060,922 | 14.66% | $39.0 million | 4.74% | -568 | 13F |
| Vanguard Capital Management LLC | 471,006 | 6.51% | $17.3 million | 0.00% | +9,304 | 13F |
| American Century Companies Inc. | 311,740 | 4.31% | $11.5 million | 0.01% | +76,460 | 13F |
| Manufacturers Life Insurance Company, the | 307,530 | 4.25% | $11.3 million | 0.01% | -1,780 | 13F |
| Geode Capital Management, LLC | 290,181 | 4.01% | $10.7 million | 0.00% | +29,708 | 13F |
| State Street Corp. | 216,289 | 2.99% | $8.0 million | 0.00% | +29,141 | 13F |
| Banc Funds Co. LLC | 186,035 | 2.57% | $6.8 million | 1.13% | -11,501 | 13F |
| Dimensional Fund Advisors LP | 153,814 | 2.13% | $5.7 million | 0.00% | +26,878 | 13F |
| AllianceBernstein L.P. | 163,889 | 2.27% | $5.2 million | 0.00% | -55,310 | 13F |
| Morgan Stanley | 110,940 | 1.53% | $4.1 million | 0.00% | +9,752 | 13F |
| AQR Capital Management LLC | 108,045 | 1.49% | $4.0 million | 0.00% | +78,851 | 13F |
| Two Sigma Investments, LP | 101,648 | 1.40% | $3.7 million | 0.00% | +23,343 | 13F |
| Northern Trust Corp. | 98,930 | 1.37% | $3.6 million | 0.00% | +10,220 | 13F |
| Wellington Management Group LLP | 98,314 | 1.36% | $3.6 million | 0.00% | -399,108 | 13F |
| Vanguard Portfolio Management LLC | 85,765 | 1.19% | $3.2 million | 0.00% | +17,965 | 13F |
| Brown Brothers Harriman & Co. | 84,374 | 1.17% | $3.1 million | 0.01% | no change | 13F |
| Marshall Wace, LLP | 76,592 | 1.06% | $2.8 million | 0.00% | -11,274 | 13F |
| Goldman Sachs Group Inc. | 75,601 | 1.04% | $2.8 million | 0.00% | +3,573 | 13F |
| Vanguard Fiduciary Trust Co. | 72,328 | 1.00% | $2.7 million | 0.00% | +253 | 13F |
| EJF Capital LP | 70,543 | 0.97% | $2.6 million | 1.74% | -10,299 | 13F |
| Bank of America Corp. | 57,789 | 0.80% | $2.1 million | 0.00% | +10,131 | 13F |
| Bank of New York Mellon Corp | 55,095 | 0.76% | $2.0 million | 0.00% | +4,651 | 13F |
| Renaissance Technologies LLC | 49,100 | 0.68% | $1.8 million | 0.00% | +26,200 | 13F |
| Ameriprise Financial Inc. | 44,789 | 0.62% | $1.6 million | 0.00% | +1,692 | 13F |
| HSBC Holdings PLC | 43,429 | 0.60% | $1.6 million | 0.00% | -3,371 | 13F |
| Qube Research & Technologies Ltd | 40,764 | 0.56% | $1.5 million | 0.00% | +29,634 | 13F |
| First Trust Advisors LP | 39,446 | 0.55% | $1.5 million | 0.00% | +1,568 | 13F |
| Charles Schwab Investment Management Inc. | 37,711 | 0.52% | $1.4 million | 0.00% | +4,922 | 13F |
| Arrowstreet Capital, Limited Partnership | 37,278 | 0.52% | $1.4 million | 0.00% | +19,402 | 13F |
| Elizabeth Park Capital Advisors, Ltd. | 37,050 | 0.51% | $1.4 million | 0.94% | new | 13F |
| Quantinno Capital Management LP | 35,205 | 0.49% | $1.3 million | 0.00% | +6,364 | 13F |
| Keybank National Association | 35,000 | 0.48% | $1.3 million | 0.00% | no change | 13F |
| Victory Capital Management Inc. | 34,950 | 0.48% | $1.3 million | 0.00% | +950 | 13F |
| Carnegie Investment Counsel | 31,428 | 0.43% | $1.2 million | 0.02% | no change | 13F |
| SummerHaven Investment Management, LLC | 27,187 | 0.38% | $999,938 | 0.54% | no change | 13F |
| Maltese Capital Management LLC | 27,000 | 0.37% | $993,060 | 0.18% | -25,573 | 13F |
| XTX Topco Ltd | 26,655 | 0.37% | $980,371 | 0.01% | +14,066 | 13F |
| Millennium Management LLC | 26,580 | 0.37% | $977,612 | 0.00% | -20,958 | 13F |
| Citadel Advisors LLC | 26,156 | 0.36% | $962,017 | 0.00% | +5,106 | 13F |
| Barclays PLC | 25,917 | 0.36% | $953,227 | 0.00% | -7,581 | 13F |
| Martingale Asset Management L P | 24,780 | 0.34% | $911,409 | 0.02% | no change | 13F |
| BNP Paribas Financial Markets | 22,959 | 0.32% | $844,432 | 0.00% | +12,080 | 13F |
| JPMorgan Chase & Co. | 22,336 | 0.31% | $831,792 | 0.00% | +17,569 | 13F |
| Gator Capital Management, LLC | 22,020 | 0.30% | $809,896 | 0.17% | +450 | 13F |
| LPL Financial LLC | 21,260 | 0.29% | $781,943 | 0.00% | +41 | 13F |
| Nuveen, LLC | 21,075 | 0.29% | $775,139 | 0.00% | -21,279 | 13F |
| Commonwealth Equity Services, LLC | 17,328 | 0.24% | $637,330 | 0.00% | +500 | 13F |
| Squarepoint Ops LLC | 15,756 | 0.22% | $579,506 | 0.00% | +3,301 | 13F |
| Rhumbline Advisers | 12,635 | 0.17% | $464,707 | 0.00% | +2,082 | 13F |
The 50 largest of the 111 funds that reported a position in OBT in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 October 2026 | 13G/A | BlackRock Portfolio Management LLC and 1 other | 1.1 million | 8.1% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 November 2025 | 13G/A | Wellington Management Group LLP and 5 others | 591,549 | 4.4% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 30 September 2026 | 560 | $37.31 | SEC |
| 23 September 2026 | 6 | $37.44 | SEC |
| 22 September 2026 | 3,884 | $37.43 | SEC |
| 17 September 2026 | 8 | $38.25 | SEC |
| 25 August 2026 | 6 | $38.26 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.