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