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, Q1 2024
Institutional positions in Orchestra BioMed Holdings, Inc. as of Mar 31, 2024. 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
- 43
- +4 vs. Q4 2023
- Shares held
- 13.3M
- +64.8K (+0.5%) vs. Q4 2023
- Total value
- $70.3M
- −$50.9M (−42.0%) vs. Q4 2023
- New holders
- 5
- 13 more added
- Sold out
- 1
- 17 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RTW Investments, LP | 5,620,640 | $29.6M | 0.44% | 00.0% | Unchanged |
| Perceptive Advisors LLC | 2,545,881 | $13.4M | 0.24% | +113,792+4.7% | Added |
| BlackRock Inc. | 1,441,189 | $7.60M | 0.00% | −27,579−1.9% | Reduced |
| Vanguard Group Inc | 1,228,347 | $6.47M | 0.00% | +1,065+0.1% | Added |
| Price T Rowe Associates Inc | 571,075 | $3.01M | 0.00% | −51,533−8.3% | Reduced |
| Geode Capital Management, LLC | 440,098 | $2.32M | 0.00% | +14,349+3.4% | Added |
| State Street Corp | 254,947 | $1.34M | 0.00% | −30,963−10.8% | Reduced |
| Boxer Capital, LLC | 238,193 | $1.26M | 0.06% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 179,710 | $947.1K | 0.00% | +4,165+2.4% | Added |
| Northern Trust Corp | 140,037 | $738.0K | 0.00% | −2,842−2.0% | Reduced |
| SVB Financial Group | 127,068 | $669.6K | 0.37% | 00.0% | Unchanged |
| TD Asset Management Inc | 92,678 | $488.4K | 0.00% | 00.0% | Unchanged |
| Lasry Marc | 60,869 | $320.8K | 0.27% | 00.0% | Unchanged |
| IFP Advisors, Inc | 59,122 | $311.6K | 0.01% | +54,992+1,331.5% | Added |
| HighTower Advisors, LLC | 53,000 | $280.0K | 0.00% | +37,000+231.3% | Added |
| Arkadios Wealth Advisors | 51,595 | $271.9K | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 38,837 | $204.7K | 0.00% | −1,105−2.8% | Reduced |
| Bank of New York Mellon Corp | 32,776 | $172.7K | 0.00% | −14,454−30.6% | Reduced |
| Nuveen Asset Management, LLC | 22,296 | $117.5K | 0.00% | +10,290+85.7% | Added |
| Catalytic Wealth RIA, LLC | 22,261 | $117.3K | 0.02% | +22,261 | New |
| Morgan Stanley | 18,672 | $98.4K | 0.00% | −7,109−27.6% | Reduced |
| UBS Group AG | 14,726 | $77.6K | 0.00% | +1,294+9.6% | Added |
| Barclays PLC | 10,448 | $55.1K | 0.00% | −9,693−48.1% | Reduced |
| SEI Investments Co | 10,290 | $54.2K | 0.00% | +10,290 | New |
| Rhumbline Advisers | 9,034 | $47.6K | 0.00% | +606+7.2% | Added |
| Deutsche Bank AG | 7,469 | $39.4K | 0.00% | −315−4.0% | Reduced |
| American International Group, Inc. | 7,181 | $37.8K | 0.00% | −62−0.9% | Reduced |
| Harbour Investments, Inc. | 6,900 | $36.4K | 0.00% | +3,400+97.1% | Added |
| JPMorgan Chase & Co | 6,196 | $32.7K | 0.00% | −3,410−35.5% | Reduced |
| Bank of America Corp | 4,448 | $23.4K | 0.00% | −40,980−90.2% | Reduced |
| Wells Fargo & Company | 4,448 | $23.4K | 0.00% | +585+15.1% | Added |
| New York State Common Retirement Fund | 4,202 | $22.1K | 0.00% | +579+16.0% | Added |
| Citigroup Inc | 2,403 | $12.7K | 0.00% | +332+16.0% | Added |
| Tower Research Capital LLC (TRC) | 1,711 | $9.02K | 0.00% | −757−30.7% | Reduced |
| Legal & General Group Plc | 1,508 | $7.95K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,465 | $7.72K | 0.00% | −933−38.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,396 | $7.36K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 802 | $4.23K | 0.00% | −2,547−76.1% | Reduced |
| Royal Bank of Canada | 664 | $4.00K | 0.00% | −4,595−87.4% | Reduced |
| Amalgamated Bank | 141 | $1.00K | 0.00% | −1,268−90.0% | Reduced |
| Nisa Investment Advisors, LLC | 4 | $21 | 0.00% | +4 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $15 | 0.00% | +3 | New |
| CWM, LLC | 2 | $0 | 0.00% | +2 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,112−100.0% | Sold out |