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, Q4 2023
Institutional positions in Orchestra BioMed Holdings, Inc. as of Dec 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
- 39
- −3 vs. Q3 2023
- Shares held
- 13.3M
- +176.5K (+1.3%) vs. Q3 2023
- Total value
- $121.2M
- +$6.98M (+6.1%) vs. Q3 2023
- New holders
- 2
- 18 more added
- Sold out
- 5
- 7 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RTW Investments, LP | 5,620,640 | $51.3M | 0.80% | 00.0% | Unchanged |
| Perceptive Advisors LLC | 2,432,089 | $22.2M | 0.50% | 00.0% | Unchanged |
| BlackRock Inc. | 1,468,768 | $13.4M | 0.00% | +138,854+10.4% | Added |
| Vanguard Group Inc | 1,227,282 | $11.2M | 0.00% | −18,827−1.5% | Reduced |
| Price T Rowe Associates Inc | 622,608 | $5.68M | 0.00% | −2,012−0.3% | Reduced |
| Geode Capital Management, LLC | 425,749 | $3.89M | 0.00% | +10,044+2.4% | Added |
| State Street Corp | 285,910 | $2.61M | 0.00% | +106,029+58.9% | Added |
| Boxer Capital, LLC | 238,193 | $2.17M | 0.11% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 175,545 | $1.60M | 0.00% | +21,781+14.2% | Added |
| Northern Trust Corp | 142,879 | $1.30M | 0.00% | −1,632−1.1% | Reduced |
| SVB Financial Group | 127,068 | $1.16M | 1.03% | 00.0% | Unchanged |
| TD Asset Management Inc | 92,678 | $846.1K | 0.00% | 00.0% | Unchanged |
| Lasry Marc | 60,869 | $555.7K | 0.82% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 51,595 | $471.1K | 0.04% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 47,230 | $431.2K | 0.00% | +6,940+17.2% | Added |
| Bank of America Corp | 45,428 | $414.8K | 0.00% | +39,033+610.4% | Added |
| Manufacturers Life Insurance Company, The | 39,942 | $364.7K | 0.00% | +1,588+4.1% | Added |
| Morgan Stanley | 25,781 | $235.4K | 0.00% | +8,517+49.3% | Added |
| Barclays PLC | 20,141 | $183.9K | 0.00% | +16,988+538.8% | Added |
| HighTower Advisors, LLC | 16,000 | $146.0K | 0.00% | +3,500+28.0% | Added |
| UBS Group AG | 13,432 | $122.6K | 0.00% | +5,938+79.2% | Added |
| Nuveen Asset Management, LLC | 12,006 | $109.6K | 0.00% | +12,006 | New |
| Citadel Advisors LLC | 10,112 | $92.3K | 0.00% | −160,309−94.1% | Reduced |
| JPMorgan Chase & Co | 9,606 | $87.7K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 8,428 | $76.9K | 0.00% | +874+11.6% | Added |
| Deutsche Bank AG | 7,784 | $71.1K | 0.00% | +7,784 | New |
| American International Group, Inc. | 7,243 | $66.1K | 0.00% | −28−0.4% | Reduced |
| Royal Bank of Canada | 5,259 | $48.0K | 0.00% | +3,266+163.9% | Added |
| IFP Advisors, Inc | 4,130 | $37.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,863 | $35.3K | 0.00% | +863+28.8% | Added |
| New York State Common Retirement Fund | 3,623 | $33.1K | 0.00% | −7,931−68.6% | Reduced |
| Harbour Investments, Inc. | 3,500 | $32.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,349 | $30.6K | 0.00% | +1,083+47.8% | Added |
| Tower Research Capital LLC (TRC) | 2,468 | $22.5K | 0.00% | +911+58.5% | Added |
| California State Teachers Retirement System | 2,398 | $21.9K | 0.00% | −817−25.4% | Reduced |
| Citigroup Inc | 2,071 | $18.9K | 0.00% | +2,069+103,450.0% | Added |
| Legal & General Group Plc | 1,508 | $13.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,409 | $13.0K | 0.00% | +774+121.9% | Added |
| Ameritas Investment Partners, Inc. | 1,396 | $12.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,647−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −4,904−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −3,160−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |