$OBT

$38.45 +$0.03 (0.08%) Close

$OBT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 13.4M shares outstanding

Who owns OBT?

By type of holder

Institutions 54.0% Insiders 9.3% Everyone else 36.8%

Concentration Top 10 holders own 40.6%

BlackRock, Inc. 14.6% · Orange Investment Advisors, Inc. 7.9%

Institutional ownership

54.0%

+0.2 pts vs last qtr

Institutional holders

111

+7 vs last qtr

Net shares bought

+23.8K

by institutions in Q2 2026

New / sold out

14 / 7

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Aqr Capital Management LLC +78.9K
American Century Companies Inc +76.5K

Biggest sellers in Q2 2026

Wellington Management Group LLP −399.1K
Alliancebernstein L.P. −55.3K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Orange County Bancorp Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+38.7%

+6.77% a year

Each share's claim on the business

−27.9%

shrank without buying or selling a share

Diluted shares, split-adjusted

How patient are the owners?

Institutional shares by how long they've been held

5+ years17% 3–5 years58% 1–3 years18% Under 1 year7%

Quarterly turnover

9.2%

of institutional shares changed hands

Top 10 managers, median time held

4.8 years

Super Investors

Investment managers reporting OBT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	2.0M	14.62%	+67.8K (+3.6%)	2021	0.0%
Shares held by quarter Peak holding2.0M (Q3'25) Change over 8 quarters+1.6M Share of the company14.620% BlackRock, Inc.'s full portfolio →
OI Orange Investment Advisors, Inc.	1.1M	7.91%	−568 (−0.1%)	≤2021	4.7%
Shares held by quarter Peak holding1.2M (Q1'25) Change over 8 quarters+458.0K Share of the company7.910% Orange Investment Advisors, Inc.'s full portfolio →

BlackRock, Inc.

2.0M

% of company

14.62%

Change vs last qtr

+67.8K (+3.6%)

Held since

2021

Orange Investment Advisors, Inc.

1.1M

% of company

7.91%

Change vs last qtr

−568 (−0.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Orange County Bancorp Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting OBT on Form N-PORT; together they hold 19.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$12.4M	337.8K	2.52%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$12.2M	332.9K	2.48%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$12.4M

% of company

2.52%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$12.2M

% of company

2.48%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Orange County Bancorp Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
RR Rowley Richard B Insider	537.1K	4.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.010% Rowley Richard B's insider activity →
HG Holcombe Gregory F Insider	246.7K	1.84%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.840% Holcombe Gregory F's insider activity →

Rowley Richard B

Insider

537.1K

% of company

4.01%

Change vs last qtr

—

Held since

—

Holcombe Gregory F

Insider

246.7K

% of company

1.84%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of Orange County Bancorp Inc.

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