DaveManuel.com · Institutional Ownership · Who Owns It
ORANGE CNTY BANCORP INC (OBT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
111
Reporting holders
$265.4M
Reported value
54.0%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+8
Holder change
Institutions report 7,235,566 shares against 13,407,963 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $72.1M | 1,960,135 | 0.00% | 8q | +3.6%+$2.5M |
| Orange Investment Advisors, Inc. | $39.0M | 1,060,922 | 4.74% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $17.3M | 471,006 | 0.00% | 2q | +2.0%+$342.2K |
| AMERICAN CENTURY COMPANIES INC | $11.5M | 311,740 | 0.01% | 12q | +32.5%+$2.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11.3M | 307,530 | 0.01% | 20q | -0.6%-$65.5K |
| GEODE CAPITAL MANAGEMENT, LLC | $10.7M | 290,181 | 0.00% | 17q | +11.4%+$1.1M |
| STATE STREET CORP | $8.0M | 216,289 | 0.00% | 13q | +15.6%+$1.1M |
| BANC FUNDS CO LLC | $6.8M | 186,035 | 1.13% | 31q | -5.8%-$423.0K |
| DIMENSIONAL FUND ADVISORS LP | $5.7M | 153,814 | 0.00% | 12q | +21.2%+$988.7K |
| ALLIANCEBERNSTEIN L.P. | $5.2M | 163,889 | 0.00% | 20q | -25.2%-$1.8M |
| MORGAN STANLEY | $4.1M | 110,940 | 0.00% | 20q | +9.6%+$358.7K |
| AQR CAPITAL MANAGEMENT LLC | $4.0M | 108,045 | 0.00% | 4q | +270.1%+$2.9M |
| TWO SIGMA INVESTMENTS, LP | $3.7M | 101,648 | 0.00% | 8q | +29.8%+$858.6K |
| NORTHERN TRUST CORP | $3.6M | 98,930 | 0.00% | 15q | +11.5%+$375.9K |
| WELLINGTON MANAGEMENT GROUP LLP | $3.6M | 98,314 | 0.00% | 20q | -80.2%-$14.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.2M | 85,765 | 0.00% | 2q | +26.5%+$660.8K |
| BROWN BROTHERS HARRIMAN & CO | $3.1M | 84,374 | 0.01% | 5q | HELD |
| MARSHALL WACE, LLP | $2.8M | 76,592 | 0.00% | 5q | -12.8%-$414.7K |
| GOLDMAN SACHS GROUP INC | $2.8M | 75,601 | 0.00% | 9q | +5.0%+$131.4K |
| VANGUARD FIDUCIARY TRUST CO | $2.7M | 72,328 | 0.00% | 2q | HELD |
| EJF Capital LP | $2.6M | 70,543 | 1.74% | 5q | -12.7%-$378.8K |
| BANK OF AMERICA CORP /DE/ | $2.1M | 57,789 | 0.00% | 20q | +21.3%+$372.6K |
| Bank of New York Mellon Corp | $2.0M | 55,095 | 0.00% | 15q | +9.2%+$171.1K |
| RENAISSANCE TECHNOLOGIES LLC | $1.8M | 49,100 | 0.00% | 8q | +114.4%+$963.6K |
| AMERIPRISE FINANCIAL INC | $1.6M | 44,789 | 0.00% | 8q | +3.9%+$62.2K |
| HSBC HOLDINGS PLC | $1.6M | 43,429 | 0.00% | 6q | -7.2%-$124.0K |
| Qube Research & Technologies Ltd | $1.5M | 40,764 | 0.00% | 2q | +266.3%+$1.1M |
| FIRST TRUST ADVISORS LP | $1.5M | 39,446 | 0.00% | 4q | +4.1%+$57.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.4M | 37,711 | 0.00% | 13q | +15.0%+$181.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.4M | 37,278 | 0.00% | 2q | +108.5%+$713.6K |
| Elizabeth Park Capital Advisors, Ltd. | $1.4M | 37,050 | 0.94% | new | NEW |
| Quantinno Capital Management LP | $1.3M | 35,205 | 0.00% | 5q | +22.1%+$234.1K |
| KEYBANK NATIONAL ASSOCIATION/OH | $1.3M | 35,000 | 0.00% | 20q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $1.3M | 34,950 | 0.00% | 5q | +2.8%+$34.9K |
| Carnegie Investment Counsel | $1.2M | 31,428 | 0.02% | 6q | HELD |
| SummerHaven Investment Management, LLC | $999.9K | 27,187 | 0.54% | 4q | HELD |
| MALTESE CAPITAL MANAGEMENT LLC | $993.1K | 27,000 | 0.18% | 2q | -48.6%-$940.6K |
| XTX Topco Ltd | $980.4K | 26,655 | 0.01% | 2q | +111.7%+$517.3K |
| MILLENNIUM MANAGEMENT LLC | $977.6K | 26,580 | 0.00% | 6q | -44.1%-$770.8K |
| CITADEL ADVISORS LLC | $962.0K | 26,156 | 0.00% | 2q | +24.3%+$187.8K |
| BARCLAYS PLC | $953.2K | 25,917 | 0.00% | 13q | -22.6%-$278.8K |
| MARTINGALE ASSET MANAGEMENT L P | $911.4K | 24,780 | 0.02% | 6q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $844.4K | 22,959 | 0.00% | 7q | +111.0%+$444.3K |
| JPMORGAN CHASE & CO | $831.8K | 22,336 | 0.00% | 14q | +368.6%+$654.3K |
| Gator Capital Management, LLC | $809.9K | 22,020 | 0.17% | 5q | +2.1%+$16.6K |
| LPL Financial LLC | $781.9K | 21,260 | 0.00% | 7q | HELD |
| Nuveen, LLC | $775.1K | 21,075 | 0.00% | 6q | -50.2%-$782.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $637.3K | 17,328 | 0.00% | 13q | +3.0%+$18.4K |
| Squarepoint Ops LLC | $579.5K | 15,756 | 0.00% | 5q | +26.5%+$121.4K |
| RHUMBLINE ADVISERS | $464.7K | 12,635 | 0.00% | 13q | +19.7%+$76.6K |
| DEUTSCHE BANK AG\ | $457.4K | 12,435 | 0.00% | 4q | +189.7%+$299.5K |
| WELLS FARGO & COMPANY/MN | $400.5K | 10,890 | 0.00% | 16q | +149.5%+$240.0K |
| UBS Group AG | $380.7K | 10,352 | 0.00% | 16q | +158.5%+$233.4K |
| Voleon Capital Management LP | $366.5K | 9,964 | 0.01% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $363.0K | 9,858 | 0.00% | 2q | +4.8%+$16.5K |
| HighTower Advisors, LLC | $350.0K | 9,516 | 0.00% | 3q | +25.9%+$72.1K |
| MetLife Investment Management, LLC | $319.8K | 8,694 | 0.00% | 13q | +22.2%+$58.2K |
| Connor, Clark & Lunn Investment Management Ltd. | $304.5K | 8,278 | 0.00% | 4q | -13.4%-$47.1K |
| Invesco Ltd. | $300.5K | 8,171 | 0.00% | 2q | +29.3%+$68.2K |
| Daytona Street Capital LLC | $295.0K | 8,000 | 0.22% | 3q | HELD |
| KAHN BROTHERS GROUP INC | $294.2K | 8,000 | 0.05% | 5q | HELD |
| Hillsdale Investment Management Inc. | $294.2K | 8,000 | 0.01% | 4q | -34.4%-$154.5K |
| IEQ CAPITAL, LLC | $259.7K | 7,062 | 0.00% | 2q | +10.2%+$23.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $253.1K | 6,881 | 0.00% | new | NEW |
| Quadrature Capital Ltd | $244.7K | 6,654 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $243.0K | 6,611 | 0.00% | 4q | -32.3%-$115.8K |
| CITIGROUP INC | $236.3K | 6,425 | 0.00% | 16q | +955.0%+$213.9K |
| Y-Intercept (Hong Kong) Ltd | $232.6K | 6,323 | 0.00% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $216.5K | 5,886 | 0.00% | 13q | +90.7%+$103.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $214.2K | 5,824 | 0.00% | 9q | +4.9%+$10.0K |
| CULBERTSON A N & CO INC | $213.3K | 5,800 | 0.02% | new | NEW |
| Biondo Investment Advisors, LLC | $209.6K | 5,700 | 0.03% | new | NEW |
| Russell Investments Group, Ltd. | $187.8K | 5,106 | 0.00% | 10q | +472.4%+$155.0K |
| GLOBEFLEX CAPITAL L P | $173.4K | 4,714 | 0.02% | 6q | HELD |
| GoalVest Advisory LLC | $150.8K | 4,100 | 0.03% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $149.3K | 4,058 | 0.00% | 7q | +43.0%+$44.9K |
| Vanguard Global Advisers, LLC | $138.4K | 3,762 | 0.00% | 2q | HELD |
| State of Tennessee, Department of Treasury | $118.7K | 3,227 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $81.0K | 2,212 | 0.00% | 19q | +115.0%+$43.3K |
| FMR LLC | $53.5K | 1,455 | 0.00% | 18q | +4.3%+$2.2K |
| Legal & General Group Plc | $45.5K | 1,236 | 0.00% | 13q | +19.8%+$7.5K |
| Ameritas Investment Partners, Inc. | $42.2K | 1,148 | 0.00% | 13q | +36.0%+$11.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $39.9K | 1,086 | 0.00% | 5q | HELD |
| Tower Research Capital LLC (TRC) | $37.9K | 1,030 | 0.00% | 14q | -33.9%-$19.4K |
| Versant Capital Management, Inc | $31.0K | 842 | 0.00% | 7q | -1.9% |
| Arax Advisory Partners | $28.5K | 776 | 0.00% | 6q | +752.7%+$25.2K |
| State of Alaska, Department of Revenue | $17.0K | 476 | 0.00% | 3q | HELD |
| Allworth Financial LP | $8.5K | 232 | 0.00% | 5q | +337.7%+$6.6K |
| HARBOR CAPITAL ADVISORS, INC. | $8.0K | 210 | 0.00% | 8q | HELD |
| Accent Capital Management, LLC | $7.5K | 204 | 0.00% | 2q | -43.8%-$5.8K |
| Sterling Capital Management LLC | $6.9K | 188 | 0.00% | 8q | -36.7%-$4.0K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6.0K | 164 | 0.00% | 13q | -74.1%-$17.2K |
| NISA INVESTMENT ADVISORS, LLC | $5.7K | 154 | 0.00% | 13q | HELD |
| EverSource Wealth Advisors, LLC | $3.8K | 102 | 0.00% | 5q | -73.3%-$10.3K |
| IFP Advisors, Inc | $3.5K | 95 | 0.00% | 5q | +1087.5%+$3.2K |
| Essential Partners LLC | $2.4K | 66 | 0.00% | 5q | -48.8%-$2.3K |
| ROTHSCHILD INVESTMENT LLC | $1.9K | 51 | 0.00% | 3q | +75.9% |
| PICTON MAHONEY ASSET MANAGEMENT | $1.8K | 49 | 0.00% | new | NEW |
| GAMMA Investing LLC | $1.5K | 42 | 0.00% | 7q | HELD |
| Optiver Holding B.V. | $1.3K | 34 | 0.00% | 4q | -72.1%-$3.2K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-27 | 13G/A | BlackRock Portfolio Management LLC | 8.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 22 | $44.0M | 1,190,749 | 3 | 6 | 3 | 0.0% |
| Q2 2026 | 111 | $265.4M | 7,235,566 | 15 | 55 | 22 | 0.0% |
| Q1 2026 | 103 | $229.9M | 7,211,803 | 15 | 35 | 27 | 0.0% |
| Q4 2025 | 94 | $209.7M | 7,342,913 | 7 | 31 | 28 | 0.0% |
| Q3 2025 | 93 | $184.7M | 7,329,321 | 12 | 40 | 17 | 0.0% |
| Q2 2025 | 94 | $188.9M | 7,307,452 | 27 | 28 | 19 | 0.0% |
| Q1 2025 | 71 | $121.3M | 5,185,492 | 12 | 13 | 30 | 0.0% |
| Q4 2024 | 64 | $142.3M | 2,561,272 | 8 | 27 | 10 | 0.0% |
| Q3 2024 | 58 | $152.7M | 2,532,271 | 8 | 24 | 10 | 0.0% |
| Q2 2024 | 54 | $131.6M | 2,496,908 | 5 | 17 | 19 | 0.0% |
| Q1 2024 | 50 | $116.8M | 2,539,978 | 2 | 14 | 19 | 0.0% |
| Q4 2023 | 52 | $149.0M | 2,553,330 | 3 | 23 | 12 | 0.0% |
| Q3 2023 | 52 | $109.0M | 2,526,084 | 9 | 14 | 15 | 0.0% |
| Q2 2023 | 44 | $89.9M | 2,543,545 | 17 | 14 | 8 | 0.0% |
| Q1 2023 | 36 | $103.0M | 2,339,314 | 10 | 15 | 3 | 0.0% |
| Q4 2022 | 29 | $108.4M | 2,326,535 | 4 | 6 | 5 | 0.0% |
| Q3 2022 | 23 | $84.3M | 2,189,294 | 4 | 5 | 5 | 0.0% |
| Q2 2022 | 20 | $80.7M | 2,124,135 | 3 | 4 | 5 | 0.0% |
| Q1 2022 | 19 | $83.9M | 2,098,066 | 5 | 3 | 3 | 0.0% |
| Q4 2021 | 18 | $89.5M | 2,217,994 | 1 | 8 | 3 | 0.0% |
| Q3 2021 | 23 | $78.9M | 2,243,289 | 21 | 1 | 0 | 0.0% |
| Q2 2021 | 2 | $29.7M | 874,305 | 0 | 1 | 0 | 0.0% |
| Q1 2021 | 2 | $26.8M | 870,258 | 0 | 1 | 1 | 0.0% |
| Q4 2020 | 2 | $22.9M | 840,312 | 0 | 1 | 0 | 0.0% |
| Q3 2020 | 2 | $18.7M | 789,414 | 0 | 0 | 2 | 0.0% |
| Q2 2020 | 3 | $408.8M | 17,212,914 | 0 | 0 | 1 | 0.0% |
| Q1 2020 | 3 | $426.7M | 17,240,224 | 0 | 1 | 1 | 0.0% |
| Q4 2019 | 3 | $512.6M | 17,433,775 | 0 | 2 | 0 | 0.0% |
| Q3 2019 | 4 | $483.5M | 17,423,241 | 1 | 0 | 0 | 0.0% |
| Q2 2019 | 3 | $460.5M | 17,412,441 | 1 | 0 | 1 | 0.0% |
| Q1 2019 | 2 | $27.9M | 1,037,441 | 0 | 0 | 2 | 0.0% |
| Q4 2018 | 2 | $28.2M | 1,074,523 | 0 | 0 | 0 | 0.0% |