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