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