Orange County Bancorp, Inc. (OBT) Ownership
OBT ownership summary
as of October 18, 2026- Institutions
- 55.2% of shares outstanding
- Insiders
- 8.19% of shares outstanding
- Shares outstanding
- 13.4M
- Float
- 11.4M shares available to trade
- Short interest
- 1.07% 132K shares short
- Days to cover
- 2.34 short interest down 20.1% vs prior month
- Institutions 55.16%
- Insiders 8.19%
- Other investors 36.65%
OBT top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 14.62% | 2.0M | $72.9M | +67,815 (+3.6%) | June 30, 2026 |
| 2 | Hudson Valley Investment Advisors, LLC | 7.91% | 1.1M | $39.5M | −568 (−0.1%) | June 30, 2026 |
| 3 | Vanguard Capital Management, LLC | 3.51% | 471K | $17.5M | +9,304 (+2.0%) | June 30, 2026 |
| 4 | American Century Companies Inc | 2.33% | 312K | $11.6M | +76,460 (+32.5%) | June 30, 2026 |
| 5 | Manufacturers Life Insurance Co | 2.29% | 308K | $11.4M | −1,780 (−0.6%) | June 30, 2026 |
| 6 | Geode Capital Management, LLC | 2.16% | 290K | $10.8M | +29,708 (+11.4%) | June 30, 2026 |
| 7 | State Street Corp | 1.61% | 216K | $8.0M | +29,141 (+15.6%) | June 30, 2026 |
| 8 | Banc Funds Co LLC | 1.39% | 186K | $6.9M | −11,501 (−5.8%) | June 30, 2026 |
| 9 | AllianceBernstein L.P. | 1.22% | 164K | $6.1M | −55,310 (−25.2%) | June 30, 2026 |
| 10 | Dimensional Fund Advisors, Inc. | 1.15% | 154K | $5.7M | +26,878 (+21.2%) | June 30, 2026 |
| 11 | Morgan Stanley - Brokerage Accounts | 0.83% | 111K | $4.1M | +9,752 (+9.6%) | June 30, 2026 |
| 12 | AQR Capital Management LLC | 0.81% | 108K | $4.0M | +78,851 (+270.1%) | June 30, 2026 |
| 13 | Two Sigma Investments LLC | 0.76% | 102K | $3.8M | +23,343 (+29.8%) | June 30, 2026 |
| 14 | Northern Trust Corp | 0.74% | 99K | $3.7M | +10,220 (+11.5%) | June 30, 2026 |
| 15 | Wellington Management Company LLP | 0.73% | 98K | $3.7M | −399,108 (−80.2%) | June 30, 2026 |
| 16 | Vanguard Portfolio Management, LLC | 0.64% | 86K | $3.2M | +17,965 (+26.5%) | June 30, 2026 |
| 17 | Brown Brothers Harriman & Co | 0.63% | 84K | $3.1M | — | June 30, 2026 |
| 18 | Marshall Wace Asset Management Ltd | 0.57% | 77K | $2.8M | −11,274 (−12.8%) | June 30, 2026 |
| 19 | The Goldman Sachs Group Inc | 0.56% | 76K | $2.8M | +3,573 (+5.0%) | June 30, 2026 |
| 20 | Vanguard Fiduciary Trust Co | 0.54% | 72K | $2.7M | +253 (+0.4%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 13 holders added 383K shares and 6 cut 480K.
OBT top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 2.52% | 338K | $12.6M | — | August 31, 2026 |
| 2 | iShares Russell 2000 ETF | 2.48% | 333K | $12.4M | — | September 30, 2026 |
| 3 | Avantis US Small Cap Value ETF | 2.30% | 308K | $11.5M | +360 (+0.1%) | September 30, 2026 |
| 4 | BlackRock Advantage Small Cap Core Instl | 1.93% | 258K | $9.6M | −126 (−0.0%) | August 31, 2026 |
| 5 | JHancock Regional Bank A | 1.21% | 162K | $6.0M | — | August 31, 2026 |
| 6 | BSF Systematic US Eq Abs Ret A2 USD | 1.12% | 150K | $5.6M | −334 (−0.2%) | December 31, 2025 |
| 7 | Fidelity Small Cap Index | 1.03% | 138K | $5.1M | +1,501 (+1.1%) | July 31, 2026 |
| 8 | JH Financial Opportunities | 0.92% | 123K | $4.6M | — | August 31, 2026 |
| 9 | iShares Russell 2000 Value ETF | 0.58% | 78K | $2.9M | — | September 30, 2026 |
| 10 | Vanguard Russell 2000 ETF | 0.54% | 73K | $2.7M | +1,771 (+2.5%) | August 31, 2026 |
| 11 | BlackRock Advantage Small Cap Gr Instl | 0.50% | 67K | $2.5M | −285 (−0.4%) | August 31, 2026 |
| 12 | First Trust Dow Jones Sel MicroCap ETF | 0.37% | 49K | $1.8M | — | September 30, 2026 |
| 13 | Fidelity Extended Market Index | 0.37% | 49K | $1.8M | −3,785 (−7.2%) | August 31, 2026 |
| 14 | iShares Micro-Cap ETF | 0.31% | 42K | $1.6M | — | September 30, 2026 |
| 15 | Dimensional US Small Cap ETF | 0.30% | 40K | $1.5M | — | September 30, 2026 |
| 16 | iShares Russell 2000 Growth ETF | 0.28% | 37K | $1.4M | — | September 30, 2026 |
| 17 | BlackRock Diversified Equity Alpha Inst | 0.24% | 32K | $1.2M | −7,676 (−19.3%) | June 30, 2026 |
| 18 | Schwab Small Cap Index | 0.23% | 31K | $1.1M | — | August 31, 2026 |
| 19 | DFA US Small Cap I | 0.20% | 26K | $976,758 | +566 (+2.2%) | August 31, 2026 |
| 20 | iShares Russell 2000 Small-Cap Idx Instl | 0.18% | 24K | $879,246 | +912 (+4.0%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
OBT insider transactions
latest 8| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-19 | Michael J Gilfeather | Buy | $31.25 | 200 | $6,250 |
| 2025-12-11 | David P Dineen | Sell | $28.81 | 1,000 | $28,810 |
| 2025-10-31 | Michael J Gilfeather | Buy | $24.02 | 1,300 | $31,226 |
| 2025-10-31 | Michael J Gilfeather | Buy | $24.02 | 350 | $8,407 |
| 2025-06-04 | Jon Schiller | Buy | $23.25 | 6,451 | $149,986 |
| 2025-05-16 | Joseph A Ruhl | Sell | $26.67 | 1,752 | $46,726 |
| 2025-05-05 | Michael J Coulter | Sell | $26.17 | 2,497 | $65,346 |
| 2025-05-02 | Gregory Sousa | Sell | $24.61 | 2,440 | $60,048 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
OBT shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns OBT
Institutional investors own 55.2% of Orange County Bancorp's shares and insiders 8.19%. The largest holder is BlackRock Inc with 14.62% of the shares (2.0M), as of June 30, 2026. Among the top 20 institutions, 13 added shares and 6 reduced their stake in the latest filings. Short interest is 1.07% of the float, or 2.34 days of average trading volume. The share count rose 240.9% since 2014.
Related: OBT analyst forecast, OBT key metrics, OBT dividend history. See the OBT stock overview for the latest quote and news.
OBT ownership FAQ
Who owns the most Orange County Bancorp stock?
The largest shareholders of Orange County Bancorp are BlackRock Inc (14.62%), Hudson Valley Investment Advisors, LLC (7.91%), Vanguard Capital Management, LLC (3.51%), American Century Companies Inc (2.33%), Manufacturers Life Insurance Co (2.29%).
What percentage of Orange County Bancorp is owned by institutions?
Institutions hold 55.2% of Orange County Bancorp's shares outstanding; insiders hold 8.19%.
Which funds own Orange County Bancorp?
The largest fund holders of Orange County Bancorp are Vanguard MStar Total Stk Mkt Idx Invest (2.52%), iShares Russell 2000 ETF (2.48%), Avantis US Small Cap Value ETF (2.30%), BlackRock Advantage Small Cap Core Instl (1.93%), JHancock Regional Bank A (1.21%).
What is Orange County Bancorp's short interest?
132K shares of Orange County Bancorp were sold short, 1.07% of the float; at the average daily volume it would take 2.34 days to cover.
Are insiders buying or selling Orange County Bancorp?
Of the latest 8 reported insider transactions in Orange County Bancorp (since May 2, 2025), 4 were purchases and 4 were sales.
How many shares of Orange County Bancorp are outstanding?
Orange County Bancorp has 13.4M shares outstanding, of which 11.4M are in the public float.