Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in OBT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.0M | $72.1M | +3.6% | 14.619% | 0.00% |
| 2 | Orange Investment Advisors, Inc. | 1.1M | $39.0M | -0.1% | 7.913% | 4.74% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 471K | $17.3M | +2.0% | 3.513% | 0.00% |
| 4 | AMERICAN CENTURY COMPANIES INC | 312K | $11.5M | +32.5% | 2.325% | 0.01% |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 308K | $11.3M | -0.6% | 2.294% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 290K | $10.7M | +11.4% | 2.164% | 0.00% |
| 7 | STATE STREET CORP | 216K | $8.0M | +15.6% | 1.613% | 0.00% |
| 8 | BANC FUNDS CO LLC | 186K | $6.8M | -5.8% | 1.387% | 1.13% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 154K | $5.7M | +21.2% | 1.147% | 0.00% |
| 10 | ALLIANCEBERNSTEIN L.P. | 164K | $5.2M | -25.2% | 1.222% | 0.00% |
| 11 | MORGAN STANLEY | 111K | $4.1M | +9.6% | 0.827% | 0.00% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 108K | $4.0M | +270.1% | 0.806% | 0.00% |
| 13 | TWO SIGMA INVESTMENTS, LP | 102K | $3.7M | +29.8% | 0.758% | 0.00% |
| 14 | NORTHERN TRUST CORP | 99K | $3.6M | +11.5% | 0.738% | 0.00% |
| 15 | WELLINGTON MANAGEMENT GROUP LLP | 98K | $3.6M | -80.2% | 0.733% | 0.00% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 86K | $3.2M | +26.5% | 0.640% | 0.00% |
| 17 | BROWN BROTHERS HARRIMAN & CO | 84K | $3.1M | 0.0% | 0.629% | 0.01% |
| 18 | MARSHALL WACE, LLP | 77K | $2.8M | -12.8% | 0.571% | 0.00% |
| 19 | GOLDMAN SACHS GROUP INC | 76K | $2.8M | +5.0% | 0.564% | 0.00% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 72K | $2.7M | +0.4% | 0.539% | 0.00% |
| 21 | EJF Capital LP | 71K | $2.6M | -12.7% | 0.526% | 1.74% |
| 22 | BANK OF AMERICA CORP /DE/ | 58K | $2.1M | +21.3% | 0.431% | 0.00% |
| 23 | Bank of New York Mellon Corp | 55K | $2.0M | +9.2% | 0.411% | 0.00% |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 49K | $1.8M | +114.4% | 0.366% | 0.00% |
| 25 | AMERIPRISE FINANCIAL INC | 45K | $1.6M | +3.9% | 0.334% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OBT — a direct measure of their conviction.
Filings activity in OBT during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 111 | +7.8% | 53.96% | +0.17 pp | $265M | +15% |
| Q1 2026 | 103 | +11% | 53.79% | 0.49 pp | $229M | +9.0% |
| Q4 2025 | 93 | +3.3% | 54.28% | +0.06 pp | $210M | +16% |
| Q3 2025 | 90 | 5.3% | 54.22% | 0.41 pp | $182M | 2.8% |
| Q2 2025 | 95 | +30% | 54.63% | +9.07 pp | $187M | +56% |
| Q1 2025 | 73 | +12% | 45.56% | +0.92 pp | $120M | 15% |
| Q4 2024 | 65 | +12% | 44.64% | +7.40 pp | $141M | 6.5% |
| Q3 2024 | 58 | — | 37.24% | — | $151M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OBT stock.
Based on Q2 2026 13F filings, institutional ownership of Orange County Bancorp, Inc. stands at 54.0%, held across 111 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of OBT, with approximately 1,960,135 shares worth $0.07B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of OBT, including TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for OBT is 63 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in OBT during Q2 2026, while 4 fully exited. 79 added to existing positions and 16 trimmed.
OBT institutional ownership rose by 0.17 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 70.9% of all reported 13F value in OBT, and the top 25 account for 87.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Orange County Bancorp, Inc. (OBT) Institutional Ownership