OBT · NASDAQ · Banks - Regional

Orange County Bancorp (OBT)

Commercial banking and wealth management for Hudson Valley and New York metro clients.

$37.17
vs last close−0.27 (−0.73%)

13F · 13D/G · Form 4

Institutions≈ 54.25%7.27M shares
113 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders7.62%1.02M shares
18 holders · as of Aug 5, 2026
Strategic holders9.19%1.23M shares
1 holder · as of Oct 17, 2025
Other≈ 28.94%3.88M shares
remainder

13.41M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
14.62%1.96Mas of Jun 30, 2026
BlackRock Portfolio Management LLCStrategic
9.19%1.23Mfiled Oct 17, 2025
Hudson Valley Investment Advisors Inc /AdvInstitution
7.91%1.06Mas of Jun 30, 2026
Richard B. RowleyInsiderdirector
4.01%537,134filed Feb 23, 2026
Vanguard Capital Management LLCInstitution
3.51%471,006as of Jun 30, 2026
American Century Companies IncInstitution
2.33%311,740as of Jun 30, 2026
Manufacturers Life Insurance Company, theInstitution
2.29%307,530as of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.16%290,181as of Jun 30, 2026
State Street CorpInstitution
1.61%216,289as of Jun 30, 2026
Banc Funds Co LLCInstitution
1.39%186,035as of Jun 30, 2026
AllianceBernstein L.P.Institution
1.22%163,889as of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.15%153,814as of Jun 30, 2026
Michael J. GilfeatherInsiderdirector, officer: President and CEO
1.09%145,849filed Mar 23, 2026
William D. MorrisonInsiderdirector
0.83%111,538filed Feb 23, 2026
Morgan StanleyInstitution
0.83%110,940as of Jun 30, 2026
AQR Capital Management LLCInstitution
0.81%108,045as of Jun 30, 2026
Two Sigma Investments, LPInstitution
0.76%101,648as of Jun 30, 2026
Northern Trust CorpInstitution
0.74%98,930as of Jun 30, 2026
Wellington Management Group LLPInstitution
0.73%98,314as of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
0.64%85,765as of Jun 30, 2026
Brown Brothers Harriman & CoInstitution
0.63%84,374as of Jun 30, 2026
Marshall Wace, LLPInstitution
0.57%76,592as of Jun 30, 2026
Goldman Sachs Group IncInstitution
0.56%75,601as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.54%72,328as of Jun 30, 2026
Ejf Capital LLCInstitution
0.53%70,543as of Jun 30, 2026

13F, as of Jun 30, 2026

113 holders · 7.27M shares · 17 new positions · 74 increased · 23 reduced · 7 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.1.96M14.62%+67.8KAug 7, 2026
Hudson Valley Investment Advisors Inc /Adv1.06M7.91%−568Jul 21, 2026
Vanguard Capital Management LLC471.0K3.51%+9.3KAug 13, 2026
American Century Companies Inc311.7K2.33%+76.5KAug 12, 2026
Manufacturers Life Insurance Company, the307.5K2.29%−1.8KSep 9, 2026
Geode Capital Management, LLC290.2K2.16%+29.7KAug 12, 2026
State Street Corp216.3K1.61%+29.1KAug 7, 2026
Banc Funds Co LLC186.0K1.39%−11.5KAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
BlackRock Portfolio Management LLC9.20%1.23M13GOct 17, 2025
BlackRock, Inc.5.50%739.4K13GOct 17, 2025

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 4, 2026
Stephen Rooneyofficer: SVP, Chief Credit Officer
Sale1,500$38.718,606
Aug 3, 2026
Gregory Sousaofficer: EVP and Deputy CLO
Sale1,882$38.7510,572
Jul 30, 2026
Gregory Sousaofficer: EVP and Deputy CLO
Sale1,165$38.7512,454
Mar 19, 2026
Michael J. Gilfeatherdirector, officer: President and CEO
Purchase200$31.2516,400
Dec 11, 2025
David P. Dineenofficer: SVP, Dir. Wealth Services
Sale · 2 lots1,000$28.818,214
Oct 31, 2025
Michael J. Gilfeatherdirector, officer: President and CEO
Purchase · 2 lots1,650$24.02122,988

House and Senate disclosures

Not reported.