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