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 2023
Institutional positions in Orchestra BioMed Holdings, Inc. as of Jun 30, 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
- 39
- +17 vs. Q1 2023
- Shares held
- 10.8M
- +908.9K (+9.2%) vs. Q1 2023
- Total value
- $75.5M
- −$117.7M (−60.9%) vs. Q1 2023
- New holders
- 20
- 10 more added
- Sold out
- 3
- 5 more reduced
Compare with Q1 2023: 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 | $115.9M |
| Q1 2024 | 43 | $70.3M |
| Q4 2023 | 39 | $121.2M |
| 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 | $142.3M |
| Q1 2022 | 59 | $139.4M |
| Q4 2021 | 53 | $129.0M |
| Q3 2021 | 48 | $120.6M |
| Q2 2021 | 51 | $124.1M |
| Q1 2021 | 46 | $130.2M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RTW Investments, LP | 5,620,640 | $39.3M | 0.75% | +502,133+9.8% | Added |
| Perceptive Advisors LLC | 2,052,868 | $14.4M | 0.42% | −225,358−9.9% | Reduced |
| BlackRock Inc. | 855,567 | $5.99M | 0.00% | +150,892+21.4% | Added |
| Price T Rowe Associates Inc | 647,457 | $4.53M | 0.00% | −33,090−4.9% | Reduced |
| Boxer Capital, LLC | 250,000 | $1.75M | 0.08% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 194,756 | $1.36M | 0.00% | +69,750+55.8% | Added |
| Vanguard Group Inc | 192,172 | $1.35M | 0.00% | +88,043+84.6% | Added |
| Citadel Advisors LLC | 170,421 | $1.19M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 141,837 | $992.9K | 0.00% | +107,651+314.9% | Added |
| SVB Financial Group | 127,068 | $889.5K | 1.68% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 83,647 | $585.5K | 0.00% | +17,052+25.6% | Added |
| Atika Capital Management LLC | 64,651 | $452.6K | 0.06% | +64,651 | New |
| Lasry Marc | 60,869 | $426.1K | 0.55% | +60,869 | New |
| Northern Trust Corp | 55,707 | $389.9K | 0.00% | +32,299+138.0% | Added |
| Millennium Management LLC | 54,057 | $378.4K | 0.00% | +54,057 | New |
| TD Asset Management Inc | 46,339 | $324.4K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 32,783 | $229.5K | 0.00% | +265+0.8% | Added |
| Swiss National Bank | 27,569 | $193.0K | 0.00% | +27,569 | New |
| Credit Suisse AG | 13,341 | $93.4K | 0.00% | +13,341 | New |
| Bank of New York Mellon Corp | 12,946 | $90.6K | 0.00% | +12,946 | New |
| Renaissance Technologies LLC | 12,600 | $88.0K | 0.00% | +12,600 | New |
| California State Teachers Retirement System | 12,516 | $87.6K | 0.00% | +12,516 | New |
| New York State Common Retirement Fund | 11,400 | $79.8K | 0.00% | +11,400 | New |
| Legal & General Group Plc | 9,138 | $63.9K | 0.00% | +9,138 | New |
| UBS Group AG | 7,415 | $51.9K | 0.00% | +7,415 | New |
| IFP Advisors, Inc | 4,130 | $47.5K | 0.00% | −808−16.4% | Reduced |
| JPMorgan Chase & Co | 3,404 | $23.8K | 0.00% | +3,404 | New |
| Rhumbline Advisers | 3,175 | $22.2K | 0.00% | +3,175 | New |
| Barclays PLC | 3,125 | $21.9K | 0.00% | −3,829−55.1% | Reduced |
| Morgan Stanley | 3,028 | $21.2K | 0.00% | +2,428+404.7% | Added |
| American International Group, Inc. | 2,016 | $14.1K | 0.00% | +2,016 | New |
| Wells Fargo & Company | 1,823 | $12.8K | 0.00% | +1,733+1,925.6% | Added |
| Citigroup Inc | 1,564 | $10.9K | 0.00% | +1,564 | New |
| Bank of America Corp | 1,114 | $7.80K | 0.00% | +1,114 | New |
| Amalgamated Bank | 635 | $4.00K | 0.00% | +635 | New |
| Royal Bank of Canada | 516 | $4.00K | 0.00% | +516 | New |
| Tower Research Capital LLC (TRC) | 545 | $3.81K | 0.00% | −363−40.0% | Reduced |
| FMR LLC | 377 | $2.64K | 0.00% | +377 | New |
| Ameritas Investment Partners, Inc. | 346 | $2.42K | 0.00% | +346 | New |
| Soleus Capital Management, L.P. | 0 | $0 | 0.00% | −60,450−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −29,036−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −10,015−100.0% | Sold out |