Orange County Bancorp Ownership | Who Owns Orange County Bancorp?

Orange County Bancorp Ownership Summary

Orange County Bancorp is owned by 44.64% institutional investors, 19.83% insiders, and 35.53% retail investors. Blackrock is the largest institutional shareholder, holding 5.81% of OBT shares. iShares Russell 2000 ETF is the top mutual fund, with 2.47% of its assets in Orange County Bancorp shares.

OBT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Orange County Bancorp	44.64%	19.83%	35.53%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	327.31K	5.81%	$17.31M
Banc funds	311.59K	5.53%	$16.48M
Wellington management group llp	264.75K	4.70%	$14.00M
Vanguard group	203.75K	3.62%	$10.77M
Alliancebernstein	159.27K	2.83%	$8.42M
Manufacturers life insurance company, the	126.47K	2.24%	$6.69M
Geode capital management	109.77K	1.95%	$5.80M
State street	70.91K	1.26%	$3.75M
Northern trust	41.16K	0.73%	$2.18M
Hennessy advisors	34.81K	0.62%	$1.84M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Banc funds	311.59K	1.95%	$16.48M
Coombe, bender	11.23K	0.35%	$593.84K
Hennessy advisors	34.81K	0.07%	$1.84M
Eagle ridge investment management	14.20K	0.07%	$750.90K
Kahn brothers group	4.00K	0.04%	$212.00K
Northcrest asset manangement	12.99K	0.02%	$686.86K
Manufacturers life insurance company, the	126.47K	0.01%	$6.69M
Keybank national association/oh	17.50K	0.00%	$925.40K
Alliancebernstein	159.27K	0.00%	$8.42M
Wellington management group llp	264.75K	0.00%	$14.00M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	327.31K	0.00%	8.96K
Hennessy advisors	34.81K	0.07%	7.81K
Goldman sachs group	5.82K	0.00%	5.82K
Geode capital management	109.77K	0.00%	4.67K
Kahn brothers group	4.00K	0.04%	4.00K

Top Sellers

Holder	Shares	% Assets	Change
First trust advisors lp	-	-	-12.08K
Banc funds	311.59K	1.95%	-10.23K
Jpmorgan chase	3.59K	-	-5.81K
Jane street group	-	-	-4.79K
Wellington management group llp	264.75K	0.00%	-4.39K

New Positions

Holder	Shares	% Assets	Change	Value
Kahn brothers group	4.00K	0.04%	4.00K	$212.00K
Mirae asset global etfs	3.25K	0.00%	3.25K	$172.07K
Corebridge financial	2.75K	0.00%	2.75K	$145.37K
Picton mahoney asset management	194.00	0.00%	194.00	$11.00K
Cwm	29.00	-	29.00	$2.00K

Sold Out

Holder	Change
Advisor group	-3.00
Gamma investing	-6.00
Metropolitan life insurance co/ny	-299.00
American group	-2.52K
Jane street group	-4.79K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	58	7.41%	2,523,932	1.23%	44	2.29%	34	30.77%	10	-47.37%
Jun 30, 2024	53	6.00%	1,894,809	-24.38%	33	1.70%	26	44.44%	18	-18.18%
Mar 31, 2024	50	-1.96%	2,505,559	-0.76%	44	2.21%	18	-33.33%	22	69.23%
Dec 31, 2023	51	-	2,524,663	0.28%	44	2.24%	27	17.39%	13	-13.33%
Sep 30, 2023	51	18.60%	2,517,690	-0.69%	44	2.20%	23	-23.33%	15	66.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	140.30K	2.47%	-322.00
Vanguard Total Stock Mkt Idx Inv	114.15K	2.01%	-
JHancock Regional Bank A	65.42K	1.15%	-
Vanguard Institutional Extnd Mkt Idx Tr	59.17K	1.04%	-
Fidelity Small Cap Index	52.54K	0.93%	-1.45K
iShares Russell 2000 Value ETF	49.75K	0.88%	-
JH Financial Opportunities	43.74K	0.77%	-
Hennessy Small Cap Financial Investor	35.00K	0.62%	191.00
Avantis US Small Cap Value ETF	33.16K	0.58%	-
Fidelity Extended Market Index	26.21K	0.46%	660.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 02, 2024	Rooney Stephen	SVP, Chief Credit Officer	Sell	$40.82K
Nov 21, 2024	Ruhl Joseph A	Reg Pres, Westchester County	Sell	$52.55K
Nov 06, 2024	Listner Michael	SVP and Chief Risk Officer	Sell	$12.86K
Nov 06, 2024	Listner Michael	SVP and Chief Risk Officer	Sell	$22.13K
Nov 05, 2024	Sousa Gregory	EVP and Deputy CLO	Sell	$23.43K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	2	6
2024 Q3	-	-
2024 Q2	-	8
2024 Q1	-	-
2023 Q4	-	8

OBT Ownership FAQ

Who Owns Orange County Bancorp?

Orange County Bancorp shareholders are primarily institutional investors at 44.64%, followed by 19.83% insiders and 35.53% retail investors. The average institutional ownership in Orange County Bancorp's industry, Regional Banks Stocks, is 51.67%, which Orange County Bancorp falls below.

Who owns the most shares of Orange County Bancorp?

Orange County Bancorp’s largest shareholders are Blackrock (327.31K shares, 5.81%), Banc funds (311.59K shares, 5.53%), and Wellington management group llp (264.76K shares, 4.70%). Together, they hold 16.04% of Orange County Bancorp’s total shares outstanding.

Does Blackrock own Orange County Bancorp?

Yes, BlackRock owns 5.81% of Orange County Bancorp, totaling 327.31K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 17.31M$. In the last quarter, BlackRock increased its holdings by 8.96K shares, a 2.81% change.

Who is Orange County Bancorp’s biggest shareholder by percentage of total assets invested?

Banc funds is Orange County Bancorp’s biggest shareholder by percentage of total assets invested, with 1.95% of its assets in 311.59K Orange County Bancorp shares, valued at 16.48M$.

Who is the top mutual fund holder of Orange County Bancorp shares?

iShares Russell 2000 ETF is the top mutual fund holder of Orange County Bancorp shares, with 2.47% of its total shares outstanding invested in 140.3K Orange County Bancorp shares.

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