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 2 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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 346 | $2.42K | 0.00% | +346 | New |
| FMR LLC | 377 | $2.64K | 0.00% | +377 | New |
| Tower Research Capital LLC (TRC) | 545 | $3.81K | 0.00% | −363−40.0% | Reduced |
| Amalgamated Bank | 635 | $4.00K | 0.00% | +635 | New |
| Royal Bank of Canada | 516 | $4.00K | 0.00% | +516 | New |
| Bank of America Corp | 1,114 | $7.80K | 0.00% | +1,114 | New |
| Citigroup Inc | 1,564 | $10.9K | 0.00% | +1,564 | New |
| Wells Fargo & Company | 1,823 | $12.8K | 0.00% | +1,733+1,925.6% | Added |
| American International Group, Inc. | 2,016 | $14.1K | 0.00% | +2,016 | New |
| Morgan Stanley | 3,028 | $21.2K | 0.00% | +2,428+404.7% | Added |
| Barclays PLC | 3,125 | $21.9K | 0.00% | −3,829−55.1% | Reduced |
| Rhumbline Advisers | 3,175 | $22.2K | 0.00% | +3,175 | New |
| JPMorgan Chase & Co | 3,404 | $23.8K | 0.00% | +3,404 | New |
| IFP Advisors, Inc | 4,130 | $47.5K | 0.00% | −808−16.4% | Reduced |
| UBS Group AG | 7,415 | $51.9K | 0.00% | +7,415 | New |
| Legal & General Group Plc | 9,138 | $63.9K | 0.00% | +9,138 | New |
| New York State Common Retirement Fund | 11,400 | $79.8K | 0.00% | +11,400 | New |
| California State Teachers Retirement System | 12,516 | $87.6K | 0.00% | +12,516 | New |
| Renaissance Technologies LLC | 12,600 | $88.0K | 0.00% | +12,600 | New |
| Bank of New York Mellon Corp | 12,946 | $90.6K | 0.00% | +12,946 | New |
| Credit Suisse AG | 13,341 | $93.4K | 0.00% | +13,341 | New |
| Swiss National Bank | 27,569 | $193.0K | 0.00% | +27,569 | New |
| Manufacturers Life Insurance Company, The | 32,783 | $229.5K | 0.00% | +265+0.8% | Added |
| TD Asset Management Inc | 46,339 | $324.4K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 54,057 | $378.4K | 0.00% | +54,057 | New |
| Northern Trust Corp | 55,707 | $389.9K | 0.00% | +32,299+138.0% | Added |
| Lasry Marc | 60,869 | $426.1K | 0.55% | +60,869 | New |
| Atika Capital Management LLC | 64,651 | $452.6K | 0.06% | +64,651 | New |
| Charles Schwab Investment Management Inc | 83,647 | $585.5K | 0.00% | +17,052+25.6% | Added |
| SVB Financial Group | 127,068 | $889.5K | 1.68% | 00.0% | Unchanged |
| State Street Corp | 141,837 | $992.9K | 0.00% | +107,651+314.9% | Added |
| Citadel Advisors LLC | 170,421 | $1.19M | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 192,172 | $1.35M | 0.00% | +88,043+84.6% | Added |
| Geode Capital Management, LLC | 194,756 | $1.36M | 0.00% | +69,750+55.8% | Added |
| Boxer Capital, LLC | 250,000 | $1.75M | 0.08% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 647,457 | $4.53M | 0.00% | −33,090−4.9% | Reduced |
| BlackRock Inc. | 855,567 | $5.99M | 0.00% | +150,892+21.4% | Added |
| Perceptive Advisors LLC | 2,052,868 | $14.4M | 0.42% | −225,358−9.9% | Reduced |
| RTW Investments, LP | 5,620,640 | $39.3M | 0.75% | +502,133+9.8% | Added |
| 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 |