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, 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 |
|---|---|---|---|---|---|
| CWM, LLC | 8 | $0 | 0.00% | −11−57.9% | Reduced |
| Capital Performance Advisors LLP | 8 | $41 | 0.00% | +8 | New |
| Sterling Capital Management LLC | 53 | $272 | 0.00% | +53 | New |
| Nisa Investment Advisors, LLC | 70 | $360 | 0.00% | +39+125.8% | Added |
| Russell Investments Group, Ltd. | 323 | $1.66K | 0.00% | −3,527−91.6% | Reduced |
| Amalgamated Bank | 512 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,396 | $7.17K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,683 | $8.65K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,916 | $9.85K | 0.00% | −2,969−60.8% | Reduced |
| Legal & General Group Plc | 2,225 | $11.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,813 | $14.0K | 0.00% | +528+23.1% | Added |
| FMR LLC | 2,875 | $14.8K | 0.00% | +2,419+530.5% | Added |
| New York State Common Retirement Fund | 3,623 | $18.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,164 | $47.1K | 0.00% | +140+1.6% | Added |
| SG Americas Securities, LLC | 10,143 | $52.0K | 0.00% | +10,143 | New |
| SEI Investments Co | 10,290 | $52.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10,870 | $55.9K | 0.00% | −450−4.0% | Reduced |
| UBS Group AG | 11,482 | $59.0K | 0.00% | +4,328+60.5% | Added |
| Deutsche Bank AG | 12,085 | $62.1K | 0.00% | +6,002+98.7% | Added |
| SkyView Investment Advisors, LLC | 12,284 | $63.0K | 0.01% | −7,716−38.6% | Reduced |
| Corebridge Financial, Inc. | 12,423 | $63.9K | 0.00% | −76−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,688 | $65.2K | 0.00% | +4,553+56.0% | Added |
| ABLE Financial Group, LLC | 13,402 | $68.9K | 0.02% | +13,402 | New |
| Bank of America Corp | 16,744 | $86.1K | 0.00% | +974+6.2% | Added |
| Citigroup Inc | 16,850 | $86.6K | 0.00% | +11,698+227.1% | Added |
| Jane Street Group, LLC | 19,070 | $98.0K | 0.00% | −4,712−19.8% | Reduced |
| Citadel Advisors LLC | 20,115 | $103.4K | 0.00% | +20,115 | New |
| Rhumbline Advisers | 29,547 | $151.9K | 0.00% | +3,108+11.8% | Added |
| Barclays PLC | 31,785 | $163.4K | 0.00% | +23,448+281.3% | Added |
| Manufacturers Life Insurance Company, The | 33,305 | $171.2K | 0.00% | −8,777−20.9% | Reduced |
| Nuveen Asset Management, LLC | 41,729 | $214.5K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 42,039 | $216.1K | 0.00% | +42,039 | New |
| HighTower Advisors, LLC | 51,000 | $263.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 52,490 | $269.8K | 0.00% | −18,192−25.7% | Reduced |
| Morgan Stanley | 59,570 | $306.2K | 0.00% | +37,074+164.8% | Added |
| Lasry Marc | 60,869 | $312.9K | 0.57% | 00.0% | Unchanged |
| IFP Advisors, Inc | 79,189 | $407.0K | 0.01% | +4,081+5.4% | Added |
| TD Asset Management Inc | 92,678 | $465.2K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 217,008 | $1.12M | 0.00% | +8,107+3.9% | Added |
| Northern Trust Corp | 231,036 | $1.19M | 0.00% | +87,749+61.2% | Added |
| Boxer Capital, LLC | 238,193 | $1.22M | 0.06% | 00.0% | Unchanged |
| State Street Corp | 429,613 | $2.21M | 0.00% | +47,308+12.4% | Added |
| Price T Rowe Associates Inc | 512,663 | $2.64M | 0.00% | −40,040−7.2% | Reduced |
| Geode Capital Management, LLC | 567,219 | $2.92M | 0.00% | +11,002+2.0% | Added |
| Vanguard Group Inc | 1,309,803 | $6.73M | 0.00% | +20,822+1.6% | Added |
| BlackRock, Inc. | 1,942,391 | $9.98M | 0.00% | +1,942,391 | New |
| Perceptive Advisors LLC | 4,592,556 | $23.6M | 0.51% | +2,046,675+80.4% | Added |
| RTW Investments, LP | 8,206,159 | $42.2M | 0.61% | +2,585,519+46.0% | Added |
| 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 |