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