Orange County Bancorp, Inc.
Orange County Bancorp, Inc. (OBT) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · OBT · as of Mar 31, 2025
Ownership Breakdown
71
Institutional Holders
▲ 7 vs Q4
$121.29M
Total Inst. Value
▼ $21.04M vs Q4
13.41M
Shares Outstanding
freeFloat 80.00%
5.19M
13F Shares Held
▲ 2.62M vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
OBT largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV state commercial banks | 1.18M | 10.40% | 10.40% | $27.57B | Apr 11, 2025 | ▲ 576.7K |
BLACKROCK, INC. state commercial banks | 735.8K | 6.49% | 6.49% | $17.21B | May 2, 2025 | ▲ 372.8K |
WELLINGTON MANAGEMENT GROUP LLP state commercial banks | 509.3K | 4.49% | 4.49% | $11.91B | May 13, 2025 | ▲ 244.5K |
VANGUARD GROUP INC state commercial banks | 451.2K | 3.98% | 3.98% | $10.55B | May 9, 2025 | ▲ 225.6K |
BANC FUNDS CO LLC state commercial banks | 433.6K | 3.83% | 3.83% | $10.14B | May 14, 2025 | ▲ 195.6K |
MANUFACTURERS LIFE INSURANCE COMPANY, THE state commercial banks | 246.2K | 2.17% | 2.17% | $5.76B | May 15, 2025 | ▲ 123.1K |
GEODE CAPITAL MANAGEMENT, LLC state commercial banks | 225.5K | 1.99% | 1.99% | $5.28B | May 13, 2025 | ▲ 114.3K |
ALLIANCEBERNSTEIN L.P. state commercial banks | 194.7K | 1.72% | 1.72% | $4.55B | May 15, 2025 | ▲ 93.9K |
STATE STREET CORP state commercial banks | 153.5K | 1.35% | 1.35% | $3.59B | May 15, 2025 | ▲ 75.9K |
AMERICAN CENTURY COMPANIES INC state commercial banks | 124.0K | 1.09% | 1.09% | $2.90B | May 13, 2025 | ▲ 70.2K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
40
Increased
+2.39M shares9
New Positions
first time holders1
Decreased
−3.5K shares0
Sold Out
fully exitedNet shares change (top 50)
+2.38M
+2.39M / −3.5K
Net new holders
+48
9 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
OBT insider trading · insider activity
Source: SEC Form 4
7
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Rowley Richard B director | May 1, 2026 | Award | 0 | — | — | 25.8K | Form 4 ↗ |
HOLCOMBE GREGORY F director | Apr 1, 2026 | Award | 0 | — | — | 24.8K | Form 4 ↗ |
Keane Kevin J director | Apr 1, 2026 | Award | 0 | — | — | 18.1K | Form 4 ↗ |
Kennedy Marianna R director | Apr 1, 2026 | Award | 0 | — | — | 10.1K | Form 4 ↗ |
Rouis Jonathan F director | Apr 1, 2026 | Award | 0 | — | — | 7.2K | Form 4 ↗ |
Rowley Richard B director | Apr 1, 2026 | Award | 0 | — | — | 25.6K | Form 4 ↗ |
Schiller Jon director | Apr 1, 2026 | Award | 0 | — | — | 5.4K | Form 4 ↗ |
Tirado Olga Luz director | Apr 1, 2026 | Award | 0 | — | — | 532 | Form 4 ↗ |
Jones Elizabeth A SVP, Chief Operating Officer | Mar 19, 2026 | Award | 3,792 | — | — | 11.9K | Form 4 ↗ |
Jones Elizabeth A SVP, Chief Operating Officer | Mar 19, 2026 | Tax Withhold | 656 | $31.15 | $20.4K | 11.3K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Orange County Bancorp, Inc. (OBT) is primarily owned by institutional investors, who hold approximately 38.7% of total shares outstanding. Company insiders own approximately 20.00%, while retail and public investors account for the remaining 41.32%.
The largest institutional shareholder of Orange County Bancorp, Inc. is HUDSON VALLEY INVESTMENT ADVISORS INC /ADV, holding approximately 1.18 million shares — equal to 10.40% of outstanding shares — as of March 31, 2025.
A total of 71 institutional investors currently hold OBT stock, with a combined institutional value of approximately $121,288,836 as of the most recent 13F filing period.
Frequently asked questions
OBT ownershipOrange County Bancorp, Inc. (OBT) is primarily owned by institutional investors, who hold approximately 38.7% of shares. The largest shareholder is HUDSON VALLEY INVESTMENT ADVISORS INC /ADV with a 10.40% stake. Company insiders hold 20.00%. Data sourced from SEC Form 13F as of March 31, 2025.