| 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.
| 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.
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