Recent Quarter Total Invested
$100.20 M
Recent Quarter Institutional Ownership Percentage
33.63%
Total Invested of Last Quarter
$115.26 M
Ownership Percentage of Last Quarter
44.51%
Orange County Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 327,314 | $17.31 M | 2.81% | 5.81% |
| BANC FUNDS CO LLC | 08/14/2024 | 311,590 | $16.48 M | -3.18% | 5.53% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 264,755 | $14.00 M | -1.63% | 4.70% |
| VANGUARD GROUP INC | 08/13/2024 | 203,749 | $10.77 M | 1.14% | 3.62% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 159,272 | $8.42 M | -2.57% | 2.83% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 08/14/2024 | 126,469 | $6.69 M | -0.56% | 2.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 109,765 | $5.80 M | 4.44% | 1.95% |
| STATE STREET CORP | 08/14/2024 | 70,906 | $3.75 M | 0.02% | 1.26% |
| NORTHERN TRUST CORP | 08/14/2024 | 41,158 | $2.18 M | -4.99% | 0.73% |
| HENNESSY ADVISORS INC | 07/23/2024 | 34,809 | $1.84 M | 28.92% | 0.62% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 22,730 | $1.20 M | 6.44% | 0.40% |
| KEYBANK NATIONAL ASSOCIATION/OH | 07/31/2024 | 17,500 | $925,400 | 0.00% | 0.31% |
| INVESCO LTD. | 08/13/2024 | 16,035 | $847,931 | -2.50% | 0.28% |
| EAGLE RIDGE INVESTMENT MANAGEMENT | 07/24/2024 | 14,200 | $750,896 | 0.00% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 13,922 | $736,195 | 4.37% | 0.25% |
| NORTHCREST ASSET MANANGEMENT, LLC | 07/16/2024 | 12,989 | $686,858 | 0.00% | 0.23% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 12,762 | $674,855 | 0.00% | 0.23% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 12,080 | $638,790 | -0.74% | 0.21% |
| COOMBE, BENDER & CO LLC | 08/12/2024 | 11,230 | $593,842 | -1.34% | 0.20% |
| MORGAN STANLEY | 08/14/2024 | 10,657 | $563,572 | -14.81% | 0.19% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 9,965 | $526,949 | 32.04% | 0.18% |
| CITADEL ADVISORS LLC | 08/14/2024 | 9,214 | $487,236 | 16.83% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 8,394 | $444,000 | 0.00% | 0.15% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 7,564 | $399,042 | 9.78% | 0.13% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 5,815 | $307,497 | 100.00% | 0.10% |
| HIGHTOWER ADVISORS, LLC | 08/13/2024 | 5,793 | $305,000 | -6.47% | 0.10% |
| RHUMBLINE ADVISERS | 08/01/2024 | 5,742 | $303,631 | 2.77% | 0.10% |
| JANE STREET GROUP, LLC | 08/15/2024 | 4,786 | $253,084 | 100.00% | 0.08% |
| ROYAL BANK OF CANADA | 08/14/2024 | 4,480 | $237,000 | 8.90% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 4,138 | $218,818 | 30.17% | 0.07% |
| KAHN BROTHERS GROUP INC | 08/14/2024 | 4,000 | $212,000 | 100.00% | 0.07% |
| JPMORGAN CHASE & CO | 08/12/2024 | 3,589 | $189,786 | -61.82% | 0.06% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 3,254 | $172,072 | 100.00% | 0.06% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 08/13/2024 | 3,183 | $168,317 | 10.37% | 0.06% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/31/2024 | 3,043 | $161,000 | 0.03% | 0.05% |
| BARCLAYS PLC | 08/14/2024 | 2,802 | $148,000 | -38.15% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 08/14/2024 | 2,749 | $145,367 | 100.00% | 0.05% |
| UBS GROUP AG | 08/14/2024 | 2,606 | $137,805 | -57.27% | 0.05% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 2,245 | $118,716 | 24.72% | 0.04% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 1,620 | $85,666 | -5.81% | 0.03% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2024 | 1,326 | $70,000 | -33.70% | 0.02% |
| CITIGROUP INC | 08/12/2024 | 1,306 | $69,061 | 34.64% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 1,219 | $64,461 | 156.63% | 0.02% |
| AMERITAS INVESTMENT PARTNERS, INC. | 08/13/2024 | 422 | $22,315 | 0.00% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 418 | $22,103 | 4,544.44% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 404 | $21,006 | 0.00% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/14/2024 | 370 | $19,566 | -28.02% | 0.01% |
| PICTON MAHONEY ASSET MANAGEMENT | 07/31/2024 | 194 | $11,000 | 100.00% | 0.00% |
| AMALGAMATED BANK | 08/12/2024 | 172 | $9,000 | 0.00% | 0.00% |
| FMR LLC | 08/13/2024 | 64 | $3,375 | -70.51% | 0.00% |
Orange County Bancorp, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of OBT shares?
During the previous two years, 56 institutional investors and hedge funds held shares of Orange County Bancorp, Inc.. The most heavily invested institutionals were:
BlackRock Inc.: 327,314
BANC FUNDS CO LLC: 311,590
WELLINGTON MANAGEMENT GROUP LLP: 264,755
VANGUARD GROUP INC: 203,749
ALLIANCEBERNSTEIN L.P.: 159,272
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 126,469
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What percentage of Orange County Bancorp, Inc. stock is owned by institutional investors?
33.63% of Orange County Bancorp, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at OBT ?
Institutional investors have bought a total of 1.89 M shares in the last 24 months. This purchase volume represents approximately $104.84 M in transactions.