Save your place

Sign in to WhoBought

Please try again later.

Orange County Bancorp, Inc. (OBT) institutional ownership

Market cap$313M SectorFinancial Services
Funds holding · Q1 2026
87
reported OBT position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
51 buyers · 36 sellers

Orange County Bancorp, Inc. (OBT) price and institutional activity

Dates

Q1 2026

$0 bought by 51 investors
American Century Companies IncMaltese Capital Management LLC +49 more
$0 sold by 36 investors
Fourthstone LLCWellington Management Group LLP +34 more
Sign in to see who bought
Bought Sold Totals per quarter; hover a bar for the names.

Orange County Bancorp, Inc. (OBT) institutional activity · 87

Investor Type Est. change Change Δ Own Date
Fourthstone LLC · Reduced
Change −165K Date Q1 2026
Fourthstone LLC Reduced· Q1 2026 −165K Q1 2026
Wellington Management Group LLP · Reduced
Change −77K Δ Own −13.4% Date Q1 2026
Wellington Management Group LLP Reduced· Q1 2026 −77K −13.4% Q1 2026
American Century Companies Inc · Added
Change +69K Date Q1 2026
American Century Companies Inc Added· Q1 2026 +69K Q1 2026
Azora Capital LP · Exited
Change −54K Δ Own −100.0% Date Q1 2026
Azora Capital LP Exited· Q1 2026 −54K −100.0% Q1 2026
Maltese Capital Management LLC · New
Change +53K Date Q1 2026
Maltese Capital Management LLC New· Q1 2026 +53K Q1 2026
BlackRock · Reduced
Change −50K Date Q1 2026
BlackRock Reduced· Q1 2026 −50K Q1 2026
Morgan Stanley · Added
Change +46K Date Q1 2026
Morgan Stanley Added· Q1 2026 +46K Q1 2026
Orange Investment Advisors, Inc. · Reduced
Change −40K Date Q1 2026
Orange Investment Advisors, Inc. Reduced· Q1 2026 −40K Q1 2026
Two Sigma Investments, LP · Added
Change +39K Δ Own +96.9% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +39K +96.9% Q1 2026
Marshall Wace, LLP · Added
Change +34K Date Q1 2026
Marshall Wace, LLP Added· Q1 2026 +34K Q1 2026
Kennedy Capital Management LLC · Exited
Change −33K Δ Own −100.0% Date Q1 2026
Kennedy Capital Management LLC Exited· Q1 2026 −33K −100.0% Q1 2026
Dimensional · Added
Change +29K Date Q1 2026
Dimensional Added· Q1 2026 +29K Q1 2026
Vanguard · Added
Change +27K Date Q1 2026
Vanguard Added· Q1 2026 +27K Q1 2026
Northcrest Asset Manangement, LLC · Exited
Change −26K Δ Own −100.0% Date Q1 2026
Northcrest Asset Manangement, LLC Exited· Q1 2026 −26K −100.0% Q1 2026
Alliancebernstein L.P. · Reduced
Change −25K Date Q1 2026
Alliancebernstein L.P. Reduced· Q1 2026 −25K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 87

Famous investor activity in Orange County Bancorp, Inc. (OBT)

Orange County Bancorp, Inc. (OBT) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Tirado Olga Luz · Director Grant (A) $106
Price $35.35 Qty 3 Owned 534 Trade date Jun 15, 2026 Filed date Jun 17, 2026
Tirado Olga Luz Director Grant (A) $35.35 3 $106 534 Jun 15, 2026 Jun 17, 2026
Gilfeather Michael J. · Director Grant (A) $5K
Price $35.35 Qty 134 Owned 27K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Gilfeather Michael J. Director Grant (A) $35.35 134 $5K 27K Jun 15, 2026 Jun 17, 2026
Holcombe Gregory F. · Director Grant (A) $4K
Price $35.35 Qty 127 Owned 25K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Holcombe Gregory F. Director Grant (A) $35.35 127 $4K 25K Jun 15, 2026 Jun 17, 2026
Keane Kevin J. · Director Grant (A) $3K
Price $35.35 Qty 92 Owned 18K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Keane Kevin J. Director Grant (A) $35.35 92 $3K 18K Jun 15, 2026 Jun 17, 2026
Kennedy Marianna R. · Director Grant (A) $2K
Price $35.35 Qty 51 Owned 10K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Kennedy Marianna R. Director Grant (A) $35.35 51 $2K 10K Jun 15, 2026 Jun 17, 2026
Lesler Michael · CFO Grant (A) $460
Price $35.35 Qty 13 Owned 3K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Lesler Michael CFO Grant (A) $35.35 13 $460 3K Jun 15, 2026 Jun 17, 2026
Morrison William D. · Director Grant (A) $389
Price $35.35 Qty 11 Owned 2K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Morrison William D. Director Grant (A) $35.35 11 $389 2K Jun 15, 2026 Jun 17, 2026
Rouis Jonathan F. · Director Grant (A) $1K
Price $35.35 Qty 37 Owned 7K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Rouis Jonathan F. Director Grant (A) $35.35 37 $1K 7K Jun 15, 2026 Jun 17, 2026
Rowley Richard B. · Director Grant (A) $5K
Price $35.35 Qty 132 Owned 26K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Rowley Richard B. Director Grant (A) $35.35 132 $5K 26K Jun 15, 2026 Jun 17, 2026
Schiller Jon · Director Grant (A) $990
Price $35.35 Qty 28 Owned 5K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Schiller Jon Director Grant (A) $35.35 28 $990 5K Jun 15, 2026 Jun 17, 2026
Sousa Gregory · Officer Grant (A) $884
Price $35.35 Qty 25 Owned 5K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Sousa Gregory Officer Grant (A) $35.35 25 $884 5K Jun 15, 2026 Jun 17, 2026
Rowley Richard B. · Director Grant (A) $10K
Price $34.10 Qty 279 Owned 26K Trade date May 1, 2026 Filed date May 6, 2026
Rowley Richard B. Director Grant (A) $34.10 279 $10K 26K May 1, 2026 May 6, 2026
Holcombe Gregory F. · Director Grant (A) $23K
Price $32.32 Qty 701 Owned 25K Trade date Apr 1, 2026 Filed date Apr 2, 2026
Holcombe Gregory F. Director Grant (A) $32.32 701 $23K 25K Apr 1, 2026 Apr 2, 2026
Keane Kevin J. · Director Grant (A) $20K
Price $32.32 Qty 622 Owned 18K Trade date Apr 1, 2026 Filed date Apr 2, 2026
Keane Kevin J. Director Grant (A) $32.32 622 $20K 18K Apr 1, 2026 Apr 2, 2026
Kennedy Marianna R. · Director Grant (A) $6K
Price $32.32 Qty 175 Owned 10K Trade date Apr 1, 2026 Filed date Apr 2, 2026
Kennedy Marianna R. Director Grant (A) $32.32 175 $6K 10K Apr 1, 2026 Apr 2, 2026
15 of 131
15 of 131 Sign in to continue to older insider transactions.

Orange County Bancorp, Inc. (OBT) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 329K
% of shares outstanding 5.8% Filing date Jan 29, 2024
BlackRock Inc. 329K 5.8% Jan 29, 2024
Bay Pond Partners, L.P. 740K
% of shares outstanding 5.6% Filing date Jun 5, 2025
Bay Pond Partners, L.P. 740K 5.6% Jun 5, 2025
Wellington Management Group LLP 592K
% of shares outstanding 4.4% Filing date Nov 12, 2025
Wellington Management Group LLP 592K 4.4% Nov 12, 2025
3 of 3

Orange County Bancorp, Inc. (OBT) ownership FAQ

Who owns OBT?

87 reporting institutions disclosed OBT position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.