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, Q3 2024
Institutional positions in Orchestra BioMed Holdings, Inc. as of Sep 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
- 48
- +2 vs. Q2 2024
- Shares held
- 19.0M
- +6.67M (+54.0%) vs. Q2 2024
- Total value
- $97.8M
- −$2.89M (−2.9%) vs. Q2 2024
- New holders
- 7
- 20 more added
- Sold out
- 5
- 10 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RTW Investments, LP | 8,206,159 | $42.2M | 0.61% | +2,585,519+46.0% | Added |
| Perceptive Advisors LLC | 4,592,556 | $23.6M | 0.51% | +2,046,675+80.4% | Added |
| BlackRock, Inc. | 1,942,391 | $9.98M | 0.00% | +1,942,391 | New |
| Vanguard Group Inc | 1,309,803 | $6.73M | 0.00% | +20,822+1.6% | Added |
| Geode Capital Management, LLC | 567,219 | $2.92M | 0.00% | +11,002+2.0% | Added |
| Price T Rowe Associates Inc | 512,663 | $2.64M | 0.00% | −40,040−7.2% | Reduced |
| State Street Corp | 429,613 | $2.21M | 0.00% | +47,308+12.4% | Added |
| Boxer Capital, LLC | 238,193 | $1.22M | 0.06% | 00.0% | Unchanged |
| Northern Trust Corp | 231,036 | $1.19M | 0.00% | +87,749+61.2% | Added |
| Charles Schwab Investment Management Inc | 217,008 | $1.12M | 0.00% | +8,107+3.9% | Added |
| TD Asset Management Inc | 92,678 | $465.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 79,189 | $407.0K | 0.01% | +4,081+5.4% | Added |
| Lasry Marc | 60,869 | $312.9K | 0.57% | 00.0% | Unchanged |
| Morgan Stanley | 59,570 | $306.2K | 0.00% | +37,074+164.8% | Added |
| Bank of New York Mellon Corp | 52,490 | $269.8K | 0.00% | −18,192−25.7% | Reduced |
| HighTower Advisors, LLC | 51,000 | $263.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 42,039 | $216.1K | 0.00% | +42,039 | New |
| Nuveen Asset Management, LLC | 41,729 | $214.5K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 33,305 | $171.2K | 0.00% | −8,777−20.9% | Reduced |
| Barclays PLC | 31,785 | $163.4K | 0.00% | +23,448+281.3% | Added |
| Rhumbline Advisers | 29,547 | $151.9K | 0.00% | +3,108+11.8% | Added |
| Citadel Advisors LLC | 20,115 | $103.4K | 0.00% | +20,115 | New |
| Jane Street Group, LLC | 19,070 | $98.0K | 0.00% | −4,712−19.8% | Reduced |
| Citigroup Inc | 16,850 | $86.6K | 0.00% | +11,698+227.1% | Added |
| Bank of America Corp | 16,744 | $86.1K | 0.00% | +974+6.2% | Added |
| ABLE Financial Group, LLC | 13,402 | $68.9K | 0.02% | +13,402 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 12,688 | $65.2K | 0.00% | +4,553+56.0% | Added |
| Corebridge Financial, Inc. | 12,423 | $63.9K | 0.00% | −76−0.6% | Reduced |
| SkyView Investment Advisors, LLC | 12,284 | $63.0K | 0.01% | −7,716−38.6% | Reduced |
| Deutsche Bank AG | 12,085 | $62.1K | 0.00% | +6,002+98.7% | Added |
| UBS Group AG | 11,482 | $59.0K | 0.00% | +4,328+60.5% | Added |
| JPMorgan Chase & Co | 10,870 | $55.9K | 0.00% | −450−4.0% | Reduced |
| SEI Investments Co | 10,290 | $52.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,143 | $52.0K | 0.00% | +10,143 | New |
| Wells Fargo & Company | 9,164 | $47.1K | 0.00% | +140+1.6% | Added |
| New York State Common Retirement Fund | 3,623 | $18.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,875 | $14.8K | 0.00% | +2,419+530.5% | Added |
| Royal Bank of Canada | 2,813 | $14.0K | 0.00% | +528+23.1% | Added |
| Legal & General Group Plc | 2,225 | $11.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,916 | $9.85K | 0.00% | −2,969−60.8% | Reduced |
| California State Teachers Retirement System | 1,683 | $8.65K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,396 | $7.17K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 512 | $3.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 323 | $1.66K | 0.00% | −3,527−91.6% | Reduced |
| Nisa Investment Advisors, LLC | 70 | $360 | 0.00% | +39+125.8% | Added |
| Sterling Capital Management LLC | 53 | $272 | 0.00% | +53 | New |
| Capital Performance Advisors LLP | 8 | $41 | 0.00% | +8 | New |
| CWM, LLC | 8 | $0 | 0.00% | −11−57.9% | Reduced |
| SVB Financial Group | 0 | $0 | 0.00% | −127,068−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −19,850−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −13,250−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −6,269−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |