Orange County Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 04/11/2025 | 1.18 M | $27.57 M | 95.77% | 10.40% |
| BLACKROCK, INC. | 05/02/2025 | 735.83 K | $17.21 M | 102.69% | 6.49% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 509.26 K | $11.91 M | 92.35% | 4.49% |
| VANGUARD GROUP INC | 05/09/2025 | 451.21 K | $10.55 M | 100.01% | 3.98% |
| BANC FUNDS CO LLC | 05/14/2025 | 433.63 K | $10.14 M | 82.18% | 3.83% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2025 | 246.24 K | $5.76 M | 100.02% | 2.17% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 225.48 K | $5.28 M | 102.84% | 1.99% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 194.66 K | $4.55 M | 93.21% | 1.72% |
| STATE STREET CORP | 05/15/2025 | 153.49 K | $3.59 M | 97.80% | 1.35% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 124.00 K | $2.90 M | 130.68% | 1.09% |
| MEEDER ADVISORY SERVICES, INC. | 05/07/2025 | 113.75 K | $2.66 M | 100.00% | 1.00% |
| NORTHERN TRUST CORP | 05/13/2025 | 82.70 K | $1.93 M | 92.63% | 0.73% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 53.77 K | $1.26 M | 91.78% | 0.47% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 45.41 K | $1.06 M | 163.87% | 0.40% |
| GOLDMAN SACHS GROUP INC | 06/27/2025 | 36.84 K | $861.64 K | 85.03% | 0.33% |
| KEYBANK NATIONAL ASSOCIATION/OH | 04/28/2025 | 35.00 K | $818.65 K | 100.00% | 0.31% |
| HENNESSY ADVISORS INC | 04/16/2025 | 35.00 K | $818.65 K | 25.00% | 0.31% |
| CITADEL ADVISORS LLC | 05/15/2025 | 31.46 K | $735.80 K | 100.46% | 0.28% |
| MORGAN STANLEY | 05/15/2025 | 30.31 K | $709.02 K | 55.99% | 0.27% |
| CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 05/06/2025 | 28.40 K | $664.28 K | 100.00% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 27.84 K | $651.27 K | 100.00% | 0.25% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 04/29/2025 | 27.00 K | $631.48 K | 100.00% | 0.24% |
| NORTHCREST ASSET MANANGEMENT, LLC | 04/16/2025 | 25.99 K | $607.79 K | 100.05% | 0.23% |
| BARCLAYS PLC | 05/15/2025 | 22.65 K | $530.00 K | 120.06% | 0.20% |
| LPL FINANCIAL LLC | 05/07/2025 | 21.56 K | $504.29 K | 85.78% | 0.19% |
| MARTINGALE ASSET MANAGEMENT L P | 05/14/2025 | 21.46 K | $501.97 K | 100.00% | 0.19% |
| 05/12/2025 | 19.93 K | $466.16 K | 100.00% | 0.18% | |
| JPMORGAN CHASE & CO | 05/12/2025 | 19.59 K | $458.12 K | 2.54% | 0.17% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 19.41 K | $453.91 K | -15.32% | 0.17% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 18.81 K | $440.04 K | 116.69% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 16.87 K | $395.00 K | 100.99% | 0.15% |
| HSBC HOLDINGS PLC | 05/14/2025 | 14.76 K | $345.31 K | 100.00% | 0.13% |
| INVESCO LTD. | 05/12/2025 | 14.23 K | $332.84 K | 66.51% | 0.13% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 13.13 K | $307.20 K | 148.09% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 13.07 K | $305.61 K | 100.00% | 0.12% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2025 | 12.28 K | $287.30 K | 230.72% | 0.11% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 11.66 K | $272.73 K | 100.00% | 0.10% |
| DEUTSCHE BANK AG\ | 05/09/2025 | 10.75 K | $251.42 K | 74.30% | 0.09% |
| RHUMBLINE ADVISERS | 05/29/2025 | 10.50 K | $245.61 K | 84.71% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 05/13/2025 | 10.38 K | $242.68 K | 92.36% | 0.09% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 9.50 K | $222.21 K | 55.74% | 0.08% |
| JANE STREET GROUP, LLC | 05/19/2025 | 8.73 K | $204.13 K | 100.00% | 0.08% |
| CITIGROUP INC | 05/12/2025 | 7.62 K | $178.12 K | 82.09% | 0.07% |
| ROYAL BANK OF CANADA | 05/15/2025 | 6.71 K | $156.00 K | 49.43% | 0.06% |
| UBS GROUP AG | 05/13/2025 | 6.61 K | $154.70 K | 59.68% | 0.06% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 05/14/2025 | 6.23 K | $145.70 K | 95.70% | 0.06% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 6.13 K | $143.45 K | 104.50% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2025 | 6.04 K | $141.18 K | 107.85% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/01/2025 | 5.29 K | $124.00 K | 100.00% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 05/14/2025 | 5.01 K | $117.11 K | 97.05% | 0.04% |
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Orange County Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 77 institutional investors and hedge funds held shares of Orange County Bancorp, Inc.. The most heavily invested institutionals were:
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV: 1.18 M
BlackRock, Inc.: 735,827
WELLINGTON MANAGEMENT GROUP LLP: 509,258
VANGUARD GROUP INC: 451,212
BANC FUNDS CO LLC: 433,632
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 246,240
45.76% of Orange County Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.53 M shares in the last 24 months. This purchase volume represents approximately $151.51 M in transactions.