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, Q3 2023
Institutional positions in Orchestra BioMed Holdings, Inc. as of Sep 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
- 42
- +3 vs. Q2 2023
- Shares held
- 13.1M
- +2.31M (+21.4%) vs. Q2 2023
- Total value
- $114.2M
- +$38.7M (+51.2%) vs. Q2 2023
- New holders
- 8
- 23 more added
- Sold out
- 5
- 5 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RTW Investments, LP | 5,620,640 | $49.0M | 1.03% | 00.0% | Unchanged |
| Perceptive Advisors LLC | 2,432,089 | $21.2M | 0.71% | +379,221+18.5% | Added |
| BlackRock Inc. | 1,329,914 | $11.6M | 0.00% | +474,347+55.4% | Added |
| Vanguard Group Inc | 1,246,109 | $10.9M | 0.00% | +1,053,937+548.4% | Added |
| Price T Rowe Associates Inc | 624,620 | $5.45M | 0.00% | −22,837−3.5% | Reduced |
| Geode Capital Management, LLC | 415,705 | $3.63M | 0.00% | +220,949+113.4% | Added |
| Boxer Capital, LLC | 238,193 | $2.08M | 0.11% | −11,807−4.7% | Reduced |
| State Street Corp | 179,881 | $1.57M | 0.00% | +38,044+26.8% | Added |
| Citadel Advisors LLC | 170,421 | $1.49M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 153,764 | $1.34M | 0.00% | +70,117+83.8% | Added |
| Northern Trust Corp | 144,511 | $1.26M | 0.00% | +88,804+159.4% | Added |
| SVB Financial Group | 127,068 | $1.11M | 2.08% | 00.0% | Unchanged |
| TD Asset Management Inc | 92,678 | $808.2K | 0.00% | +46,339+100.0% | Added |
| Lasry Marc | 60,869 | $530.8K | 0.52% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 51,595 | $449.9K | 0.04% | +51,595 | New |
| Bank of New York Mellon Corp | 40,290 | $351.3K | 0.00% | +27,344+211.2% | Added |
| Manufacturers Life Insurance Company, The | 38,354 | $334.4K | 0.00% | +5,571+17.0% | Added |
| Morgan Stanley | 17,264 | $150.5K | 0.00% | +14,236+470.1% | Added |
| Susquehanna International Group, LLP | 12,647 | $110.3K | 0.00% | +12,647 | New |
| HighTower Advisors, LLC | 12,500 | $109.0K | 0.00% | +12,500 | New |
| New York State Common Retirement Fund | 11,554 | $100.8K | 0.00% | +154+1.4% | Added |
| JPMorgan Chase & Co | 9,606 | $83.8K | 0.00% | +6,202+182.2% | Added |
| Rhumbline Advisers | 7,554 | $65.9K | 0.00% | +4,379+137.9% | Added |
| UBS Group AG | 7,494 | $65.3K | 0.00% | +79+1.1% | Added |
| American International Group, Inc. | 7,271 | $63.4K | 0.00% | +5,255+260.7% | Added |
| Bank of America Corp | 6,395 | $55.8K | 0.00% | +5,281+474.1% | Added |
| Allspring Global Investments Holdings, LLC | 4,904 | $42.8K | 0.00% | +4,904 | New |
| IFP Advisors, Inc | 4,130 | $36.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,500 | $30.5K | 0.00% | +3,500 | New |
| California State Teachers Retirement System | 3,215 | $28.0K | 0.00% | −9,301−74.3% | Reduced |
| Umb Bank N A | 3,160 | $27.6K | 0.00% | +3,160 | New |
| Barclays PLC | 3,153 | $27.5K | 0.00% | +28+0.9% | Added |
| Wells Fargo & Company | 3,000 | $26.2K | 0.00% | +1,177+64.6% | Added |
| FMR LLC | 2,266 | $19.8K | 0.00% | +1,889+501.1% | Added |
| Royal Bank of Canada | 1,993 | $17.0K | 0.00% | +1,477+286.2% | Added |
| Tower Research Capital LLC (TRC) | 1,557 | $13.6K | 0.00% | +1,012+185.7% | Added |
| Legal & General Group Plc | 1,508 | $13.2K | 0.00% | −7,630−83.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,396 | $12.2K | 0.00% | +1,050+303.5% | Added |
| Amalgamated Bank | 635 | $6.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 91 | $794 | 0.00% | +91 | New |
| Nisa Investment Advisors, LLC | 22 | $192 | 0.00% | +22 | New |
| Citigroup Inc | 2 | $17 | 0.00% | −1,562−99.9% | Reduced |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −64,651−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −54,057−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −27,569−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −13,341−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |