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, Q2 2024
Institutional positions in Orchestra BioMed Holdings, Inc. as of Jun 30, 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
- 47
- +4 vs. Q1 2024
- Shares held
- 14.2M
- +882.3K (+6.6%) vs. Q1 2024
- Total value
- $115.9M
- +$45.6M (+64.9%) vs. Q1 2024
- New holders
- 8
- 23 more added
- Sold out
- 4
- 7 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RTW Investments, LP | 5,620,640 | $45.8M | 0.71% | 00.0% | Unchanged |
| Perceptive Advisors LLC | 2,545,881 | $20.7M | 0.50% | 00.0% | Unchanged |
| BlackRock Inc. | 1,864,973 | $15.2M | 0.00% | +423,784+29.4% | Added |
| Vanguard Group Inc | 1,288,981 | $10.5M | 0.00% | +60,634+4.9% | Added |
| Geode Capital Management, LLC | 556,217 | $4.53M | 0.00% | +116,119+26.4% | Added |
| Price T Rowe Associates Inc | 552,703 | $4.51M | 0.00% | −18,372−3.2% | Reduced |
| State Street Corp | 382,305 | $3.12M | 0.00% | +127,358+50.0% | Added |
| Boxer Capital, LLC | 238,193 | $1.94M | 0.10% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 208,901 | $1.70M | 0.00% | +29,191+16.2% | Added |
| Northern Trust Corp | 143,287 | $1.17M | 0.00% | +3,250+2.3% | Added |
| SVB Financial Group | 127,068 | $1.04M | 0.73% | 00.0% | Unchanged |
| TD Asset Management Inc | 92,678 | $755.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 75,108 | $612.1K | 0.02% | +15,986+27.0% | Added |
| Bank of New York Mellon Corp | 70,682 | $576.1K | 0.00% | +37,906+115.7% | Added |
| Lasry Marc | 60,869 | $496.1K | 0.49% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 51,000 | $416.0K | 0.00% | −2,000−3.8% | Reduced |
| Manufacturers Life Insurance Company, The | 42,082 | $343.0K | 0.00% | +3,245+8.4% | Added |
| Nuveen Asset Management, LLC | 41,729 | $340.1K | 0.00% | +19,433+87.2% | Added |
| Rhumbline Advisers | 26,439 | $215.5K | 0.00% | +17,405+192.7% | Added |
| Jane Street Group, LLC | 23,782 | $193.8K | 0.00% | +23,782 | New |
| Morgan Stanley | 22,496 | $183.3K | 0.00% | +3,824+20.5% | Added |
| SkyView Investment Advisors, LLC | 20,000 | $163.0K | 0.03% | +20,000 | New |
| M Holdings Securities, Inc. | 19,850 | $162.0K | 0.02% | +19,850 | New |
| Bank of America Corp | 15,770 | $128.5K | 0.00% | +11,322+254.5% | Added |
| IPG Investment Advisors LLC | 13,250 | $108.0K | 0.02% | +13,250 | New |
| Corebridge Financial, Inc. | 12,499 | $101.9K | 0.00% | +12,499 | New |
| JPMorgan Chase & Co | 11,320 | $92.3K | 0.00% | +5,124+82.7% | Added |
| SEI Investments Co | 10,290 | $83.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,024 | $73.5K | 0.00% | +4,576+102.9% | Added |
| Barclays PLC | 8,337 | $67.9K | 0.00% | −2,111−20.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,135 | $66.3K | 0.00% | +8,135 | New |
| UBS Group AG | 7,154 | $58.3K | 0.00% | −7,572−51.4% | Reduced |
| Harbour Investments, Inc. | 6,900 | $56.2K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 6,269 | $51.1K | 0.00% | +6,269 | New |
| Deutsche Bank AG | 6,083 | $49.6K | 0.00% | −1,386−18.6% | Reduced |
| Citigroup Inc | 5,152 | $42.0K | 0.00% | +2,749+114.4% | Added |
| Tower Research Capital LLC (TRC) | 4,885 | $39.8K | 0.00% | +3,174+185.5% | Added |
| Russell Investments Group, Ltd. | 3,850 | $31.4K | 0.00% | +3,850 | New |
| New York State Common Retirement Fund | 3,623 | $29.5K | 0.00% | −579−13.8% | Reduced |
| Royal Bank of Canada | 2,285 | $19.0K | 0.00% | +1,621+244.1% | Added |
| Legal & General Group Plc | 2,225 | $18.1K | 0.00% | +717+47.5% | Added |
| California State Teachers Retirement System | 1,683 | $13.7K | 0.00% | +218+14.9% | Added |
| Ameritas Investment Partners, Inc. | 1,396 | $11.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 512 | $4.00K | 0.00% | +371+263.1% | Added |
| FMR LLC | 456 | $3.72K | 0.00% | −346−43.1% | Reduced |
| Nisa Investment Advisors, LLC | 31 | $253 | 0.00% | +27+675.0% | Added |
| CWM, LLC | 19 | $0 | 0.00% | +17+850.0% | Added |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −51,595−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −22,261−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −7,181−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |