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 2.68% 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	86.48%	14.02%	-0.50%
Industry	Regional Banks Stocks	51.80%	12.03%	36.18%

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
Hennessy advisors	28.00K	0.99%	$1.56M
Northern trust	41.16K	0.73%	$2.18M

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
Eagle ridge investment management	14.20K	0.07%	$789.09K
Hennessy advisors	28.00K	0.05%	$1.56M
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
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
Mirae asset global etfs	3.25K	0.00%	3.25K

Top Sellers

Holder	Shares	% Assets	Change
First trust advisors lp	-	-	-12.08K
Banc funds	311.59K	1.95%	-10.23K
Hennessy advisors	28.00K	0.05%	-7.00K
Jpmorgan chase	3.59K	-	-5.81K
Jane street group	-	-	-4.79K

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
Versant capital management	96.00	0.00%	96.00	$5.33K

Sold Out

Holder	Change
Advisor group	-3.00
Metropolitan life insurance co/ny	-299.00
American group	-2.52K
Jane street group	-4.79K
First trust advisors lp	-12.08K

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	151.92K	2.68%	-575.00
Vanguard Total Stock Mkt Idx Inv	114.15K	1.01%	-
Fidelity Small Cap Index	52.68K	0.93%	345.00
iShares Russell 2000 Value ETF	49.58K	0.87%	-1.39K
Avantis US Small Cap Value ETF	44.76K	0.79%	60.00
Vanguard Institutional Extnd Mkt Idx Tr	75.03K	0.66%	15.85K
JHancock Regional Bank A	65.42K	0.58%	-
Fidelity Extended Market Index	24.72K	0.44%	-163.00
JH Financial Opportunities	43.74K	0.39%	-
Hennessy Small Cap Financial Investor	28.00K	0.25%	-7.00K

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 51.80%, 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 2.68% of its total shares outstanding invested in 151.92K Orange County Bancorp shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools