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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, Q1 2023

Institutional positions in Orchestra BioMed Holdings, Inc. as of Mar 31, 2023. 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
22
−2 vs. Q4 2022
Shares held
9.87M
+4.22M (+74.7%) vs. Q4 2022
Total value
$193.2M
+$136.6M (+241.2%) vs. Q4 2022
New holders
13
2 more added
Sold out
15
5 more reduced

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 22 institutions
Q1 2021: 46 institutionsQ2 2021: 51 institutionsQ3 2021: 48 institutionsQ4 2021: 53 institutionsQ1 2022: 59 institutionsQ2 2022: 62 institutionsQ3 2022: 23 institutionsQ4 2022: 24 institutionsQ1 2023: 22 institutionsQ2 2023: 39 institutionsQ3 2023: 42 institutionsQ4 2023: 39 institutionsQ1 2024: 43 institutionsQ2 2024: 47 institutionsQ3 2024: 48 institutionsQ4 2024: 54 institutionsQ1 2025: 56 institutionsQ2 2025: 59 institutionsQ3 2025: 52 institutionsQ4 2025: 63 institutionsQ1 2026: 65 institutionsQ2 2026: 77 institutions
Value heldQ1 2023: $193.2M
Q1 2021: $130.2MQ2 2021: $124.1MQ3 2021: $120.6MQ4 2021: $129.0MQ1 2022: $139.4MQ2 2022: $142.3MQ3 2022: $56.4MQ4 2022: $56.6MQ1 2023: $193.2MQ2 2023: $75.5MQ3 2023: $114.2MQ4 2023: $121.2MQ1 2024: $70.3MQ2 2024: $115.9MQ3 2024: $97.8MQ4 2024: $77.0MQ1 2025: $81.3MQ2 2025: $47.6MQ3 2025: $56.1MQ4 2025: $90.1MQ1 2026: $98.2MQ2 2026: $119.4M
Institutions holding OBIO and their total value by quarter
QuarterHoldersValue
Q2 202677$119.4M
Q1 202665$98.2M
Q4 202563$90.1M
Q3 202552$56.1M
Q2 202559$47.6M
Q1 202556$81.3M
Q4 202454$77.0M
Q3 202448$97.8M
Q2 202447$115.9M
Q1 202443$70.3M
Q4 202339$121.2M
Q3 202342$114.2M
Q2 202339$75.5M
Q1 202322$193.2M
Q4 202224$56.6M
Q3 202223$56.4M
Q2 202262$142.3M
Q1 202259$139.4M
Q4 202153$129.0M
Q3 202148$120.6M
Q2 202151$124.1M
Q1 202146$130.2M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q4 2022.

Institutions holding OBIO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
RTW Investments, LP5,118,507$100.2M2.09%+4,118,507+411.9%Added
Perceptive Advisors LLC2,278,226$44.6M1.32%+2,278,226New
BlackRock Inc.704,675$13.8M0.00%−85,761−10.8%Reduced
Price T Rowe Associates Inc680,547$13.3M0.00%−5,254−0.8%Reduced
Boxer Capital, LLC250,000$4.89M0.24%00.0%Unchanged
Citadel Advisors LLC170,421$3.34M0.00%−370.0%Reduced
SVB Financial Group127,068$2.49M4.76%+127,068New
Geode Capital Management, LLC125,006$2.45M0.00%+112,585+906.4%Added
Vanguard Group Inc104,129$2.04M0.00%+104,129New
Charles Schwab Investment Management Inc66,595$1.30M0.00%+66,595New
Soleus Capital Management, L.P.60,450$1.18M0.15%+60,450New
TD Asset Management Inc46,339$906.9K0.00%00.0%Unchanged
State Street Corp34,186$669.0K0.00%+34,186New
Manufacturers Life Insurance Company, The32,518$636.4K0.00%+32,518New
HRT Financial LP29,036$568.0K0.01%−20,822−41.8%Reduced
Northern Trust Corp23,408$458.1K0.00%+23,408New
LMR Partners LLP10,015$196.0K0.00%+10,015New
Barclays PLC6,954$136.1K0.00%+6,954New
IFP Advisors, Inc4,938$56.6K0.00%+4,938New
Tower Research Capital LLC (TRC)908$18.0K0.00%−1,215−57.2%Reduced
Morgan Stanley600$11.7K0.00%+600New
Wells Fargo & Company90$1.76K0.00%+90New
Ra Capital Management, L.P.0$00.00%−610,283−100.0%Sold out
EcoR1 Capital, LLC0$00.00%−400,000−100.0%Sold out
Avidity Partners Management LP0$00.00%−400,000−100.0%Sold out
Tang Capital Management LLC0$00.00%−392,500−100.0%Sold out
Sio Capital Management, LLC0$00.00%−250,000−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−245,213−100.0%Sold out
Woodline Partners LP0$00.00%−126,061−100.0%Sold out
PenderFund Capital Management Ltd.0$00.00%−55,300−100.0%Sold out
Graham Capital Wealth Management, LLC0$00.00%−65,005−100.0%Sold out
Rpo LLC0$00.00%−27,755−100.0%Sold out
Spartan Fund Management Inc.0$00.00%−26,757−100.0%Sold out
Berkley W R Corp0$00.00%−19,902−100.0%Sold out
Deutsche Bank AG0$00.00%−15,041−100.0%Sold out
Altium Capital Management LP0$00.00%−10,000−100.0%Sold out
Elequin Capital LP0$00.00%−1,542−100.0%Sold out