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, Q4 2024
Institutional positions in Orchestra BioMed Holdings, Inc. as of Dec 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
- 54
- +6 vs. Q3 2024
- Shares held
- 19.3M
- +225.1K (+1.2%) vs. Q3 2024
- Total value
- $77.0M
- −$20.8M (−21.3%) vs. Q3 2024
- New holders
- 10
- 26 more added
- Sold out
- 4
- 7 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RTW Investments, LP | 8,206,162 | $32.8M | 0.50% | +30.0% | Added |
| Perceptive Advisors LLC | 4,592,556 | $18.4M | 0.51% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,978,830 | $7.92M | 0.00% | +36,439+1.9% | Added |
| Vanguard Group Inc | 1,317,570 | $5.27M | 0.00% | +7,767+0.6% | Added |
| Geode Capital Management, LLC | 572,441 | $2.29M | 0.00% | +5,222+0.9% | Added |
| Price T Rowe Associates Inc | 487,170 | $1.95M | 0.00% | −25,493−5.0% | Reduced |
| State Street Corp | 447,712 | $1.79M | 0.00% | +18,099+4.2% | Added |
| Boxer Capital Management, LLC | 238,193 | $952.8K | 0.08% | +238,193 | New |
| Northern Trust Corp | 236,761 | $947.0K | 0.00% | +5,725+2.5% | Added |
| Charles Schwab Investment Management Inc | 218,655 | $874.6K | 0.00% | +1,647+0.8% | Added |
| TD Asset Management Inc | 92,678 | $370.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 78,440 | $313.8K | 0.01% | −749−0.9% | Reduced |
| HighTower Advisors, LLC | 68,500 | $274.0K | 0.00% | +17,500+34.3% | Added |
| Goldman Sachs Group Inc | 62,137 | $248.5K | 0.00% | +20,098+47.8% | Added |
| Lasry Marc | 60,869 | $243.5K | 1.08% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 52,805 | $211.2K | 0.00% | +315+0.6% | Added |
| Morgan Stanley | 51,631 | $206.5K | 0.00% | −7,939−13.3% | Reduced |
| Holos Integrated Wealth LLC | 51,595 | $206.4K | 0.14% | +51,595 | New |
| JPMorgan Chase & Co | 49,405 | $197.6K | 0.00% | +38,535+354.5% | Added |
| Nuveen Asset Management, LLC | 41,729 | $166.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 37,786 | $151.1K | 0.00% | +6,001+18.9% | Added |
| Manufacturers Life Insurance Company, The | 37,009 | $148.0K | 0.00% | +3,704+11.1% | Added |
| Rhumbline Advisers | 30,743 | $123.0K | 0.00% | +1,196+4.0% | Added |
| UBS Group AG | 24,065 | $96.3K | 0.00% | +12,583+109.6% | Added |
| Bank of America Corp | 23,780 | $95.1K | 0.00% | +7,036+42.0% | Added |
| Millennium Management LLC | 21,513 | $86.1K | 0.00% | +21,513 | New |
| Citigroup Inc | 19,247 | $77.0K | 0.00% | +2,397+14.2% | Added |
| ABLE Financial Group, LLC | 13,402 | $53.6K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 13,296 | $53.2K | 0.00% | +608+4.8% | Added |
| Wells Fargo & Company | 13,156 | $52.6K | 0.00% | +3,992+43.6% | Added |
| SG Americas Securities, LLC | 12,785 | $51.0K | 0.00% | +2,642+26.0% | Added |
| Citadel Advisors LLC | 12,279 | $49.1K | 0.00% | −7,836−39.0% | Reduced |
| Corebridge Financial, Inc. | 12,208 | $48.8K | 0.00% | −215−1.7% | Reduced |
| Susquehanna International Group, LLP | 12,169 | $48.7K | 0.00% | +12,169 | New |
| Deutsche Bank AG | 12,085 | $48.3K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 10,491 | $42.0K | 0.00% | +10,491 | New |
| SEI Investments Co | 10,290 | $41.2K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 4,671 | $18.7K | 0.00% | +4,671 | New |
| BNP Paribas Arbitrage, SA | 4,458 | $17.8K | 0.00% | +4,458 | New |
| Royal Bank of Canada | 4,064 | $16.0K | 0.00% | +1,251+44.5% | Added |
| New York State Common Retirement Fund | 3,623 | $14.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,323 | $9.29K | 0.00% | +407+21.2% | Added |
| Legal & General Group Plc | 2,225 | $8.89K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,988 | $7.95K | 0.00% | +1,988 | New |
| California State Teachers Retirement System | 1,893 | $7.57K | 0.00% | +210+12.5% | Added |
| Ameritas Investment Partners, Inc. | 1,396 | $5.58K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,007 | $4.03K | 0.00% | −1,868−65.0% | Reduced |
| Amalgamated Bank | 512 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 462 | $1.85K | 0.00% | +409+771.7% | Added |
| Russell Investments Group, Ltd. | 125 | $500 | 0.00% | −198−61.3% | Reduced |
| Sierra Ocean, LLC | 119 | $476 | 0.00% | +119 | New |
| Nisa Investment Advisors, LLC | 72 | $288 | 0.00% | +2+2.9% | Added |
| SBI Securities Co., Ltd. | 1 | $4 | 0.00% | +1 | New |
| CWM, LLC | 10 | $0 | 0.00% | +2+25.0% | Added |
| Boxer Capital, LLC | 0 | $0 | 0.00% | −238,193−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −19,070−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −12,284−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −8−100.0% | Sold out |