Orange County Bancorp, Inc. /DE/ OBT
CIK 0001754226 · CUSIP 68417L107
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | HUDSON VALLEY INVESTMENT ADVISORS INC /ADV CIK 943442 · View history | $33.46M 602,184 shares | 3.79% | -734(-0.10%)Reduced | SEC filing ↗ Jan 10, 2025 | ▾ |
| 02 | BlackRock, Inc. CIK 2012383 · View history | $20.17M 363,024 shares | 0.00% | +10.54K(+3.00%)Added | SEC filing ↗ Feb 7, 2025 | ▾ |
| 03 | WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · Amended · View history | $14.71M 264,755 shares | 0.00% | 0(0.00%)Unchanged | SEC filing ↗ Feb 12, 2025 | ▾ |
| 04 | BANC FUNDS CO LLC CIK 1029311 · View history | $13.23M 238,025 shares | 1.46% | -49.85K(-17.30%)Reduced | SEC filing ↗ Feb 13, 2025 | ▾ |
| 05 | VANGUARD GROUP INC CIK 102909 · View history | $12.54M 225,592 shares | 0.00% | +15.24K(+7.20%)Added | SEC filing ↗ Feb 11, 2025 | ▾ |
| 06 | MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 928047 · View history | $6.84M 123,109 shares | 0.01% | -90(-0.10%)Reduced | SEC filing ↗ Feb 14, 2025 | ▾ |
| 07 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $6.18M 111,161 shares | 0.00% | -253(-0.20%)Reduced | SEC filing ↗ Feb 12, 2025 | ▾ |
| 08 | ALLIANCEBERNSTEIN L.P. CIK 1109448 · View history | $5.60M 100,751 shares | 0.00% | -15.31K(-13.20%)Reduced | SEC filing ↗ Feb 12, 2025 | ▾ |
| 09 | STATE STREET CORP CIK 93751 · View history | $4.31M 77,600 shares | 0.00% | +2.63K(+3.50%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
| 10 | AMERICAN CENTURY COMPANIES INC CIK 748054 · View history | $2.99M 53,753 shares | 0.00% | +20.12K(+59.80%)Added | SEC filing ↗ Feb 11, 2025 | ▾ |
| 11 | NORTHERN TRUST CORP CIK 73124 · View history | $2.39M 42,933 shares | 0.00% | +2.67K(+6.60%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
| 12 | Bank of New York Mellon Corp CIK 1390777 · View history | $1.56M 28,038 shares | 0.00% | +9.40K(+50.50%)Added | SEC filing ↗ Feb 4, 2025 | ▾ |
| 13 | HENNESSY ADVISORS INC CIK 1145255 · View history | $1.56M 28,000 shares | 0.05% | -7.00K(-20.00%)Reduced | SEC filing ↗ Jan 15, 2025 | ▾ |
| 14 | AMERIPRISE FINANCIAL INC CIK 820027 · View history | $1.27M 22,916 shares | 0.00% | +3.75K(+19.60%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
| 15 | GOLDMAN SACHS GROUP INC CIK 886982 · View history | $1.11M 19,909 shares | 0.00% | +5.10K(+34.50%)Added | SEC filing ↗ Feb 11, 2025 | ▾ |
| 16 | MORGAN STANLEY CIK 895421 · Amended · View history | $1.08M 19,433 shares | 0.00% | -188(-1.00%)Reduced | SEC filing ↗ May 15, 2025 | ▾ |
| 17 | JPMORGAN CHASE & CO CIK 19617 · View history | $1.06M 19,100 shares | 0.00% | +10.76K(+129.00%)Added | SEC filing ↗ Feb 12, 2025 | ▾ |
| 18 | KEYBANK NATIONAL ASSOCIATION/OH CIK 1089877 · View history | $972.48K 17,500 shares | 0.00% | 0(0.00%)Unchanged | SEC filing ↗ Feb 6, 2025 | ▾ |
| 19 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $956.25K 17,211 shares | 0.00% | +4.97K(+40.60%)Added | SEC filing ↗ Feb 13, 2025 | ▾ |
| 20 | CITADEL ADVISORS LLC CIK 1423053 · View history | $872.06K 15,693 shares | 0.00% | +2.28K(+17.00%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
Showing 20 / 66 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 66 reporting institutions.
This page includes 20 of 66 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 66 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"holders","cusip":"68417L107","quarter":"2024Q4","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.