13FBOX
ORANGE CNTY BANCORP INC COM · 13F Institutional Holdings
Options Calculator Rankings
O

ORANGE CNTY BANCORP INC COM

OBT
Institutions
111
Combined AUM (Q2 2026)
$265.3M
Combined Shares (Q2 2026)
7.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+727,900
72 · 15 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-650,598
30 · 7 Exit · ≈
⚖️ Net
+77,302
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$265.3M
Institutions
111
New Buys
15
Adds
57
Reduces
23
Exits
7
Unchanged
16
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#39$72.1M2.0M$60.5M1.9M+67,815+3.58%Add
Orange Investment Advisors, Inc.
4.74%4.4%#1$39.0M1.1M$33.9M1.1M-568-0.05%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#56$17.3M471,006$14.8M461,702+9,304+2.02%Add
AMERICAN CENTURY COMPANIES INC
0.01%<0.01%#21$11.5M311,740$7.5M235,280+76,460+32.50%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.01%0.01%#18$11.3M307,530$9.9M309,310-1,780-0.58%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#51$10.7M290,181$8.3M260,473+29,708+11.41%Add
STATE STREET CORP
<0.01%<0.01%#69$8.0M216,289$6.0M187,148+29,141+15.57%Add
BANC FUNDS CO LLC
1.13%1.18%#3$6.8M186,035$6.3M197,536-11,501-5.82%Reduce
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#40$5.7M153,814$4.1M126,936+26,878+21.17%Add
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#30$5.2M163,889$6.3M219,199-55,310-25.23%Reduce
MORGAN STANLEY
<0.01%<0.01%#70$4.1M110,940$1.2M48,006+62,934+131.10%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#34$4.0M108,045$933,63629,194+78,851+270.09%Add
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#26$3.7M101,648$2.5M78,305+23,343+29.81%Add
NORTHERN TRUST CORP
<0.01%<0.01%#53$3.6M98,930$2.8M88,710+10,220+11.52%Add
WELLINGTON MANAGEMENT GROUP LLP
<0.01%<0.01%#47$3.6M98,314$15.9M497,422-399,108-80.24%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#77$3.2M85,765$2.2M67,800+17,965+26.50%Add
BROWN BROTHERS HARRIMAN & CO
0.01%0.01%#16$3.1M84,374$2.7M84,37400.00%Unchanged
MARSHALL WACE, LLP
<0.01%<0.01%#28$2.8M76,592$2.8M87,866-11,274-12.83%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#68$2.8M75,601$2.3M72,028+3,573+4.96%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#49$2.7M72,328$2.3M72,075+253+0.35%Add
EJF Capital LP
1.74%1.82%#2$2.6M70,543$2.6M80,842-10,299-12.74%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#78$2.1M57,789$1.5M47,658+10,131+21.26%Add
Bank of New York Mellon Corp
<0.01%<0.01%#62$2.0M55,095$1.6M50,444+4,651+9.22%Add
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#27$1.8M49,100$732,34222,900+26,200+114.41%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#61$1.6M44,789$1.4M43,097+1,692+3.93%Add
HSBC HOLDINGS PLC
<0.01%<0.01%#45$1.6M43,429$1.5M46,800-3,371-7.20%Reduce
Qube Research & Technologies Ltd
<0.01%<0.01%#33$1.5M40,764$355,93711,130+29,634+266.25%Add
FIRST TRUST ADVISORS LP
<0.01%<0.01%#42$1.5M39,446$1.2M37,878+1,568+4.14%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#73$1.4M37,711$1.0M32,789+4,922+15.01%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#48$1.4M37,278$571,67417,876+19,402+108.54%Add
Elizabeth Park Capital Advisors, Ltd.
0.94%#4$1.4M37,050$00+37,050New Buy
Quantinno Capital Management LP
<0.01%<0.01%#31$1.3M35,205$922,33528,841+6,364+22.07%Add
KEYBANK NATIONAL ASSOCIATION/OH
<0.01%<0.01%#23$1.3M35,000$1.1M35,00000.00%Unchanged
VICTORY CAPITAL MANAGEMENT INC
<0.01%<0.01%#44$1.3M34,950$1.1M34,000+950+2.79%Add
Carnegie Investment Counsel
0.02%0.02%#13$1.2M31,428$1.0M31,42800.00%Unchanged
SummerHaven Investment Management, LLC
0.54%0.53%#5$999,93827,187$869,44027,18700.00%Unchanged
MALTESE CAPITAL MANAGEMENT LLC
0.18%0.33%#7$993,06027,000$1.7M52,573-25,573-48.64%Reduce
XTX Topco Ltd
0.01%0.01%#17$980,37126,655$402,59612,589+14,066+111.73%Add
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#63$977,61226,580$1.5M47,538-20,958-44.09%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#84$962,01726,156$673,17921,050+5,106+24.26%Add
BARCLAYS PLC
<0.01%<0.01%#74$953,22725,917$1.1M33,498-7,581-22.63%Reduce
MARTINGALE ASSET MANAGEMENT L P
0.02%0.02%#15$911,40924,780$792,46524,78000.00%Unchanged
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#54$844,43222,959$347,91010,879+12,080+111.04%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#93$831,79222,336$153,8794,767+17,569+368.55%Add
Gator Capital Management, LLC
0.17%0.14%#8$809,89622,020$689,80921,570+450+2.09%Add
LPL Financial LLC
<0.01%<0.01%#75$781,94321,260$678,58421,219+41+0.19%Add
Nuveen, LLC
<0.01%<0.01%#72$775,13921,075$1.4M42,354-21,279-50.24%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#43$637,33017,328$538,17016,828+500+2.97%Add
Squarepoint Ops LLC
<0.01%<0.01%#46$579,50615,756$398,31112,455+3,301+26.50%Add
RHUMBLINE ADVISERS
<0.01%<0.01%#59$464,70712,635$337,47510,553+2,082+19.73%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow