Orchestra BioMed Holdings, Inc.
OBIO- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001814114
In the last 90 days, Orchestra BioMed Holdings, Inc. insiders filed 2 open-market purchases and 3 sales; 77 institutions reported holding it in 13F filings for Q2 2026, worth $119.4M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Orchestra BioMed Holdings, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 77
- +12 vs. Q1 2026
- Shares held
- 27.7M
- +4.60M (+19.9%) vs. Q1 2026
- Total value
- $119.4M
- +$21.2M (+21.6%) vs. Q1 2026
- New holders
- 25
- 22 more added
- Sold out
- 13
- 15 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OBIO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 77 | $119.4M |
| Q1 2026 | 65 | $98.2M |
| Q4 2025 | 63 | $90.1M |
| Q3 2025 | 52 | $56.1M |
| Q2 2025 | 59 | $47.6M |
| Q1 2025 | 56 | $81.3M |
| Q4 2024 | 54 | $77.0M |
| Q3 2024 | 48 | $97.8M |
| Q2 2024 | 47 | $116.0M |
| Q1 2024 | 43 | $70.5M |
| Q4 2023 | 39 | $121.5M |
| Q3 2023 | 42 | $114.2M |
| Q2 2023 | 39 | $75.5M |
| Q1 2023 | 22 | $193.2M |
| Q4 2022 | 24 | $56.6M |
| Q3 2022 | 23 | $56.4M |
| Q2 2022 | 62 | $142.5M |
| Q1 2022 | 59 | $139.4M |
| Q4 2021 | 53 | $133.5M |
| Q3 2021 | 48 | $120.6M |
| Q2 2021 | 51 | $128.7M |
| Q1 2021 | 46 | $130.2M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RTW Investments, LP | 9,556,063 | $41.2M | 0.35% | +1,250,000+15.0% | Added |
| Perceptive Advisors LLC | 5,037,906 | $21.7M | 0.34% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,510,387 | $10.8M | 0.00% | +1,874,673+294.9% | Added |
| Vanguard Capital Management LLC | 2,022,916 | $8.73M | 0.00% | −181,403−8.2% | Reduced |
| Geode Capital Management, LLC | 1,007,908 | $4.35M | 0.00% | +522,416+107.6% | Added |
| Alyeska Investment Group, L.P. | 1,000,000 | $4.32M | 0.01% | 00.0% | Unchanged |
| Propel Bio Management, LLC | 896,701 | $3.87M | 2.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 642,154 | $2.77M | 0.00% | +642,154 | New |
| State Street Corp | 516,050 | $2.23M | 0.00% | +346,640+204.6% | Added |
| Rice Hall James & Associates, LLC | 424,000 | $1.83M | 0.09% | +404,999+2,131.5% | Added |
| Charles Schwab Investment Management Inc | 349,544 | $1.51M | 0.00% | +84,045+31.7% | Added |
| Northern Trust Corp | 343,640 | $1.48M | 0.00% | +225,366+190.5% | Added |
| UBS Group AG | 325,773 | $1.41M | 0.00% | +275,463+547.5% | Added |
| Vanguard Fiduciary Trust Co | 292,253 | $1.26M | 0.00% | +57,039+24.2% | Added |
| Vanguard Portfolio Management LLC | 274,973 | $1.19M | 0.00% | +274,973 | New |
| Knott David M Jr | 253,651 | $1.09M | 0.58% | 00.0% | Unchanged |
| Flat Footed LLC | 251,372 | $1.08M | 0.19% | +251,372 | New |
| Simplify Asset Management Inc. | 219,387 | $946.7K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 179,606 | $775.0K | 0.00% | +24,364+15.7% | Added |
| DAFNA Capital Management LLC | 126,841 | $547.3K | 0.10% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 90,000 | $388.4K | 0.00% | +19,100+26.9% | Added |
| IFP Advisors, Inc | 89,608 | $386.7K | 0.01% | −9,279−9.4% | Reduced |
| Daytona Street Capital LLC | 96,398 | $379.3K | 0.28% | +43,798+83.3% | Added |
| Bank of New York Mellon Corp | 86,103 | $371.5K | 0.00% | +86,103 | New |
| Bridgeway Capital Management, LLC | 80,600 | $347.8K | 0.01% | +10,000+14.2% | Added |
| Susquehanna International Group, LLP | 65,804 | $283.9K | 0.00% | −31,717−32.5% | Reduced |
| Citadel Advisors LLC | 56,191 | $242.5K | 0.00% | −22,994−29.0% | Reduced |
| Nuveen, LLC | 52,118 | $224.9K | 0.00% | +52,118 | New |
| Holos Integrated Wealth LLC | 51,595 | $204.3K | 0.10% | 00.0% | Unchanged |
| GWM Advisors LLC | 44,083 | $190.2K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 43,486 | $187.6K | 0.00% | +43,486 | New |
| Deutsche Bank AG | 39,672 | $171.4K | 0.00% | +39,672 | New |
| XTX Topco Ltd | 38,814 | $167.5K | 0.00% | +38,814 | New |
| Wells Fargo & Company | 36,356 | $156.9K | 0.00% | +36,356 | New |
| HighTower Advisors, LLC | 35,375 | $152.6K | 0.00% | +17,100+93.6% | Added |
| Affinity Asset Advisors, LLC | 33,400 | $144.1K | 0.01% | −369,150−91.7% | Reduced |
| Price T Rowe Associates Inc | 32,689 | $142.0K | 0.00% | +32,689 | New |
| Rhumbline Advisers | 31,940 | $137.8K | 0.00% | +31,940 | New |
| Morgan Stanley | 29,160 | $125.8K | 0.00% | −6,479−18.2% | Reduced |
| Algert Global LLC | 28,486 | $122.9K | 0.00% | +13,830+94.4% | Added |
| Meramec Financial Planners, LLC | 30,000 | $114.6K | 0.04% | 00.0% | Unchanged |
| Axq Capital, LP | 25,448 | $109.8K | 0.01% | +25,448 | New |
| Invesco Ltd. | 24,689 | $106.5K | 0.00% | +24,689 | New |
| MetLife Investment Management | 23,994 | $103.5K | 0.00% | +23,994 | New |
| Bank of America Corp | 23,822 | $102.8K | 0.00% | −28,939−54.8% | Reduced |
| JPMorgan Chase & Co | 20,880 | $99.2K | 0.00% | +16,622+390.4% | Added |
| Two Sigma Investments, LP | 22,563 | $97.4K | 0.00% | −37,544−62.5% | Reduced |
| Canada Pension Plan Investment Board | 21,100 | $91.0K | 0.00% | +9,800+86.7% | Added |
| New York State Common Retirement Fund | 20,400 | $88.0K | 0.00% | +20,400 | New |
| Citigroup Inc | 20,165 | $87.0K | 0.00% | −5,364−21.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 18,352 | $79.2K | 0.00% | +18,352 | New |
| Jane Street Group, LLC | 15,360 | $66.3K | 0.00% | −40,320−72.4% | Reduced |
| Vanguard Global Advisers, LLC | 13,948 | $60.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 13,518 | $58.3K | 0.00% | −45,824−77.2% | Reduced |
| ABLE Financial Group, LLC | 13,402 | $57.8K | 0.01% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 13,120 | $56.6K | 0.01% | +13,120 | New |
| Frec Markets, Inc. | 13,048 | $56.3K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 11,755 | $50.7K | 0.00% | +11,755 | New |
| Garden State Investment Advisory Services LLC | 10,562 | $45.6K | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 9,530 | $41.1K | 0.00% | −490−4.9% | Reduced |
| BNP Paribas Arbitrage, SA | 8,214 | $35.4K | 0.00% | +6,758+464.1% | Added |
| Legal & General Group Plc | 3,924 | $16.9K | 0.00% | +3,924 | New |
| Ameritas Investment Partners, Inc. | 3,617 | $15.6K | 0.00% | +3,617 | New |
| Tower Research Capital LLC (TRC) | 3,601 | $15.5K | 0.00% | +3,054+558.3% | Added |
| Russell Investments Group, Ltd. | 3,187 | $13.8K | 0.00% | +3,187 | New |
| Mirae Asset Global Investments Co., Ltd. | 2,678 | $11.6K | 0.00% | −267−9.1% | Reduced |
| Simplex Trading, LLC | 2,564 | $11.1K | 0.00% | +183+7.7% | Added |
| Royal Bank of Canada | 1,864 | $8.00K | 0.00% | +928+99.1% | Added |
| AdvisorNet Financial, Inc | 1,696 | $7.32K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,173 | $5.06K | 0.00% | −87−6.9% | Reduced |
| Jones Financial Companies LLLP | 888 | $3.77K | 0.00% | +500+128.9% | Added |
| California State Teachers Retirement System | 549 | $2.37K | 0.00% | +549 | New |
| FMR LLC | 265 | $1.14K | 0.00% | −17,811−98.5% | Reduced |
| Sterling Capital Management LLC | 140 | $604 | 0.00% | +140 | New |
| Optiver Holding B.V. | 40 | $173 | 0.00% | +40 | New |
| Caitong International Asset Management Co., Ltd | 15 | $65 | 0.00% | +15 | New |
| SBI Securities Co., Ltd. | 6 | $26 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −702,543−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −188,484−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −185,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −108,953−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −87,888−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −71,134−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −36,769−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −27,644−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −22,607−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −18,919−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,389−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −10,953−100.0% | Sold out |