Who owns Orange County Bancorp Inc, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
Wellington Management Group LLP: 4.4% · 591,549 shares — Wellington Group Holdings LLP: 4.4% · 591,549 shares — Wellington Investment Advisors Holdings LLP: 4.4% · 591,549 shares
BlackRock Portfolio Management LLC: 9.2% · 1,231,834 shares
2 more 5% stakes behind a free account
See every investor who has disclosed crossing 5% of Orange County Bancorp Inc.
Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Orange County Bancorp Inc they hold. Together these 128 managers report 59.82% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. | $72.1M | 1,960,135 | 0.00% | 14.62% | June 30, 2026 |
| Orange Investment Advisors, Inc. | $39M | 1,060,922 | 4.74% | 7.91% | June 30, 2026 |
126 more institutional holders behind a free account
See every manager reporting Orange County Bancorp Inc, how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 156 funds hold 18.92% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $12.4M | 0.00% | 2.52% | June 30, 2026 |
| iShares Russell 2000 ETF | $9.78M | 0.01% | 2.28% | March 31, 2026 |
154 more funds behind a free account
See every fund holding Orange County Bancorp Inc and what share of its net assets the position represents.
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