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