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 | $27.57M 1,178,905 shares | 3.29% | +576.72K(+95.80%)Added | SEC filing ↗ Apr 11, 2025 | ▾ |
| 02 | BlackRock, Inc. CIK 2012383 · View history | $17.21M 735,827 shares | 0.00% | +372.80K(+102.70%)Added | SEC filing ↗ May 2, 2025 | ▾ |
| 03 | WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history | $11.91M 509,258 shares | 0.00% | +244.50K(+92.40%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 04 | VANGUARD GROUP INC CIK 102909 · View history | $10.55M 451,212 shares | 0.00% | +225.62K(+100.00%)Added | SEC filing ↗ May 9, 2025 | ▾ |
| 05 | BANC FUNDS CO LLC CIK 1029311 · View history | $10.14M 433,632 shares | 1.34% | +195.61K(+82.20%)Added | SEC filing ↗ May 14, 2025 | ▾ |
| 06 | MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 928047 · View history | $5.76M 246,240 shares | 0.01% | +123.13K(+100.00%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 07 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $5.28M 225,482 shares | 0.00% | +114.32K(+102.80%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 08 | ALLIANCEBERNSTEIN L.P. CIK 1109448 · View history | $4.55M 194,662 shares | 0.00% | +93.91K(+93.20%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 09 | STATE STREET CORP CIK 93751 · View history | $3.59M 153,492 shares | 0.00% | +75.89K(+97.80%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 10 | AMERICAN CENTURY COMPANIES INC CIK 748054 · View history | $2.90M 123,996 shares | 0.00% | +70.24K(+130.70%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 11 | Meeder Advisory Services, Inc. CIK 1792167 · View history | $2.66M 113,749 shares | 0.16% | +113.75KNew | SEC filing ↗ May 7, 2025 | ▾ |
| 12 | NORTHERN TRUST CORP CIK 73124 · View history | $1.93M 82,703 shares | 0.00% | +39.77K(+92.60%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 13 | Bank of New York Mellon Corp CIK 1390777 · View history | $1.26M 53,772 shares | 0.00% | +25.73K(+91.80%)Added | SEC filing ↗ Apr 29, 2025 | ▾ |
| 14 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $1.06M 45,414 shares | 0.00% | +28.20K(+163.90%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 15 | GOLDMAN SACHS GROUP INC CIK 886982 · Amended · View history | $861.64K 36,838 shares | 0.00% | +16.93K(+85.00%)Added | SEC filing ↗ May 16, 2025 | ▾ |
| 16 | HENNESSY ADVISORS INC CIK 1145255 · View history | $818.65K 35,000 shares | 0.03% | +7.00K(+25.00%)Added | SEC filing ↗ Apr 16, 2025 | ▾ |
| 17 | KEYBANK NATIONAL ASSOCIATION/OH CIK 1089877 · View history | $818.65K 35,000 shares | 0.00% | +17.50K(+100.00%)Added | SEC filing ↗ Apr 28, 2025 | ▾ |
| 18 | CITADEL ADVISORS LLC CIK 1423053 · View history | $735.80K 31,458 shares | 0.00% | +15.77K(+100.50%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 19 | MORGAN STANLEY CIK 895421 · View history | $709.02K 30,313 shares | 0.00% | +10.88K(+56.00%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 20 | Carnegie Capital Asset Management, LLC CIK 1511506 · View history | $664.28K 28,400 shares | 0.02% | +28.40KNew | SEC filing ↗ May 6, 2025 | ▾ |
Showing 20 / 73 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 73 reporting institutions.
This page includes 20 of 73 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 73 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":"2025Q1","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.