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, Q1 2025
Institutional positions in Orchestra BioMed Holdings, Inc. as of Mar 31, 2025. 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
- 56
- +3 vs. Q4 2024
- Shares held
- 19.0M
- −217.6K (−1.1%) vs. Q4 2024
- Total value
- $81.3M
- +$4.45M (+5.8%) vs. Q4 2024
- New holders
- 7
- 16 more added
- Sold out
- 4
- 18 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RTW Investments, LP | 8,206,162 | $35.1M | 0.54% | 00.0% | Unchanged |
| Perceptive Advisors LLC | 4,592,556 | $19.7M | 0.70% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,945,656 | $8.33M | 0.00% | −33,174−1.7% | Reduced |
| Vanguard Group Inc | 1,307,766 | $5.60M | 0.00% | −9,804−0.7% | Reduced |
| Geode Capital Management, LLC | 595,432 | $2.55M | 0.00% | +22,991+4.0% | Added |
| State Street Corp | 473,719 | $2.03M | 0.00% | +26,007+5.8% | Added |
| Price T Rowe Associates Inc | 460,120 | $1.97M | 0.00% | −27,050−5.6% | Reduced |
| Northern Trust Corp | 238,701 | $1.02M | 0.00% | +1,940+0.8% | Added |
| Charles Schwab Investment Management Inc | 216,985 | $928.7K | 0.00% | −1,670−0.8% | Reduced |
| IFP Advisors, Inc | 161,921 | $693.0K | 0.02% | +83,481+106.4% | Added |
| TD Asset Management Inc | 92,678 | $396.7K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 61,000 | $261.1K | 0.00% | −7,500−10.9% | Reduced |
| Lasry Marc | 60,869 | $260.5K | 1.20% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 52,490 | $224.7K | 0.00% | −315−0.6% | Reduced |
| Holos Integrated Wealth LLC | 51,595 | $220.8K | 0.14% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 48,729 | $208.6K | 0.00% | −13,408−21.6% | Reduced |
| Manufacturers Life Insurance Company, The | 41,984 | $179.7K | 0.00% | +4,975+13.4% | Added |
| Nuveen, LLC | 41,729 | $178.6K | 0.00% | +41,729 | New |
| Susquehanna International Group, LLP | 32,988 | $141.2K | 0.00% | +20,819+171.1% | Added |
| Morgan Stanley | 32,134 | $137.5K | 0.00% | −19,497−37.8% | Reduced |
| Rhumbline Advisers | 31,657 | $135.5K | 0.00% | +914+3.0% | Added |
| Barclays PLC | 25,609 | $109.6K | 0.00% | −12,177−32.2% | Reduced |
| Citadel Advisors LLC | 20,480 | $87.7K | 0.00% | +8,201+66.8% | Added |
| Deutsche Bank AG | 20,219 | $86.5K | 0.00% | +8,134+67.3% | Added |
| UBS Group AG | 17,270 | $73.9K | 0.00% | −6,795−28.2% | Reduced |
| Citigroup Inc | 17,218 | $73.7K | 0.00% | −2,029−10.5% | Reduced |
| Intech Investment Management LLC | 16,002 | $68.5K | 0.00% | +5,511+52.5% | Added |
| Bank of America Corp | 15,899 | $68.0K | 0.00% | −7,881−33.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 15,043 | $64.4K | 0.00% | +1,747+13.1% | Added |
| Wells Fargo & Company | 13,453 | $57.6K | 0.00% | +297+2.3% | Added |
| ABLE Financial Group, LLC | 13,402 | $57.4K | 0.02% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 12,030 | $51.5K | 0.00% | −178−1.5% | Reduced |
| JPMorgan Chase & Co | 11,952 | $51.2K | 0.00% | −37,453−75.8% | Reduced |
| SEI Investments Co | 10,290 | $44.0K | 0.00% | 00.0% | Unchanged |
| Massar Capital Management, LP | 10,000 | $42.8K | 0.05% | +10,000 | New |
| Police & Firemen's Retirement System of New Jersey | 4,671 | $20.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,623 | $15.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,256 | $9.66K | 0.00% | −67−2.9% | Reduced |
| Legal & General Group Plc | 2,225 | $9.52K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,988 | $8.51K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,893 | $8.10K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,835 | $7.85K | 0.00% | −2,623−58.8% | Reduced |
| Larson Financial Group LLC | 1,831 | $7.84K | 0.00% | +1,831 | New |
| Ameritas Investment Partners, Inc. | 1,396 | $5.97K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,096 | $4.69K | 0.00% | +89+8.8% | Added |
| Amalgamated Bank | 847 | $4.00K | 0.00% | +335+65.4% | Added |
| Nisa Investment Advisors, LLC | 805 | $3.44K | 0.00% | +733+1,018.1% | Added |
| Royal Bank of Canada | 614 | $3.00K | 0.00% | −3,450−84.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 447 | $1.91K | 0.00% | +447 | New |
| Sterling Capital Management LLC | 247 | $1.06K | 0.00% | −215−46.5% | Reduced |
| Sierra Ocean, LLC | 119 | $509 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 101 | $432 | 0.00% | +101 | New |
| True Wealth Design, LLC | 6 | $26 | 0.00% | +6 | New |
| EverSource Wealth Advisors, LLC | 5 | $21 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 1 | $4 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 48 | $0 | 0.00% | +38+380.0% | Added |
| Boxer Capital Management, LLC | 0 | $0 | 0.00% | −238,193−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −21,513−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,785−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |