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, Q2 2025
Institutional positions in Orchestra BioMed Holdings, Inc. as of Jun 30, 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
- 59
- +3 vs. Q1 2025
- Shares held
- 18.1M
- −857.2K (−4.5%) vs. Q1 2025
- Total value
- $47.6M
- −$33.7M (−41.5%) vs. Q1 2025
- New holders
- 22
- 14 more added
- Sold out
- 19
- 16 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RTW Investments, LP | 8,306,062 | $22.3M | 0.32% | +99,900+1.2% | Added |
| Perceptive Advisors LLC | 4,592,556 | $12.3M | 0.46% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,157,317 | $3.10M | 0.00% | −150,449−11.5% | Reduced |
| BlackRock, Inc. | 681,349 | $1.83M | 0.00% | −1,264,307−65.0% | Reduced |
| Price T Rowe Associates Inc | 438,369 | $1.18M | 0.00% | −21,751−4.7% | Reduced |
| Millennium Management LLC | 409,674 | $1.10M | 0.00% | +409,674 | New |
| Geode Capital Management, LLC | 302,082 | $809.9K | 0.00% | −293,350−49.3% | Reduced |
| Renaissance Technologies LLC | 169,400 | $454.0K | 0.00% | +169,400 | New |
| Charles Schwab Investment Management Inc | 138,591 | $371.4K | 0.00% | −78,394−36.1% | Reduced |
| State Street Corp | 130,133 | $348.8K | 0.00% | −343,586−72.5% | Reduced |
| Susquehanna International Group, LLP | 118,558 | $317.7K | 0.00% | +85,570+259.4% | Added |
| Northern Trust Corp | 100,435 | $269.2K | 0.00% | −138,266−57.9% | Reduced |
| Knott David M Jr | 100,000 | $268.0K | 0.12% | +100,000 | New |
| Goldman Sachs Group Inc | 96,841 | $259.5K | 0.00% | +48,112+98.7% | Added |
| TD Asset Management Inc | 92,678 | $248.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 85,358 | $228.8K | 0.01% | −76,563−47.3% | Reduced |
| HighTower Advisors, LLC | 66,500 | $178.2K | 0.00% | +5,500+9.0% | Added |
| Knoll Capital Management, LLC | 455,128 | $169.8K | 0.12% | +455,128 | New |
| Lasry Marc | 60,869 | $163.1K | 0.91% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 51,595 | $139.8K | 0.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 49,465 | $132.6K | 0.00% | +49,465 | New |
| Citadel Advisors LLC | 49,441 | $132.5K | 0.00% | +28,961+141.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 45,447 | $121.8K | 0.00% | +45,447 | New |
| GWM Advisors LLC | 44,083 | $118.1K | 0.00% | +44,083 | New |
| Manufacturers Life Insurance Company, The | 32,518 | $87.1K | 0.00% | −9,466−22.5% | Reduced |
| Squarepoint Ops LLC | 28,221 | $75.6K | 0.00% | +28,221 | New |
| HRT Financial LP | 28,217 | $75.0K | 0.00% | +28,217 | New |
| Tower Research Capital LLC (TRC) | 27,922 | $74.8K | 0.00% | +25,666+1,137.7% | Added |
| UBS Group AG | 26,139 | $70.1K | 0.00% | +8,869+51.4% | Added |
| Bridgeway Capital Management, LLC | 25,000 | $67.0K | 0.00% | +25,000 | New |
| Jain Global LLC | 24,462 | $65.6K | 0.00% | +24,462 | New |
| Dimensional Fund Advisors LP | 22,207 | $59.7K | 0.00% | +22,207 | New |
| Bank of America Corp | 21,577 | $57.8K | 0.00% | +5,678+35.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 18,710 | $50.1K | 0.01% | +18,710 | New |
| Jane Street Group, LLC | 18,513 | $49.6K | 0.00% | +18,513 | New |
| Cubist Systematic Strategies, LLC | 17,716 | $47.5K | 0.00% | +17,716 | New |
| XTX Topco Ltd | 16,817 | $45.1K | 0.00% | +16,817 | New |
| Creative Planning | 15,000 | $40.2K | 0.00% | +15,000 | New |
| ABLE Financial Group, LLC | 13,402 | $35.9K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 13,382 | $35.9K | 0.00% | −18,752−58.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 11,400 | $30.6K | 0.01% | +11,400 | New |
| Royal Bank of Canada | 7,829 | $21.0K | 0.00% | +7,215+1,175.1% | Added |
| Citigroup Inc | 7,661 | $20.5K | 0.00% | −9,557−55.5% | Reduced |
| Wells Fargo & Company | 4,474 | $12.0K | 0.00% | −8,979−66.7% | Reduced |
| BNP Paribas Arbitrage, SA | 2,405 | $6.45K | 0.00% | +570+31.1% | Added |
| Harbour Investments, Inc. | 1,988 | $5.33K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,983 | $5.31K | 0.00% | +152+8.3% | Added |
| FMR LLC | 1,646 | $4.41K | 0.00% | +550+50.2% | Added |
| Barclays PLC | 874 | $2.34K | 0.00% | −24,735−96.6% | Reduced |
| SBI Securities Co., Ltd. | 681 | $1.82K | 0.00% | +680+68,000.0% | Added |
| JPMorgan Chase & Co | 470 | $1.26K | 0.00% | −11,482−96.1% | Reduced |
| CWM, LLC | 381 | $1.00K | 0.00% | +333+693.8% | Added |
| Point72 (DIFC) Ltd | 354 | $949 | 0.00% | +354 | New |
| Nisa Investment Advisors, LLC | 241 | $646 | 0.00% | −564−70.1% | Reduced |
| Fortitude Family Office, LLC | 203 | $544 | 0.00% | +203 | New |
| Russell Investments Group, Ltd. | 193 | $517 | 0.00% | +193 | New |
| Sierra Ocean, LLC | 119 | $319 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $11 | 0.00% | +4 | New |
| EverSource Wealth Advisors, LLC | 1 | $3 | 0.00% | −4−80.0% | Reduced |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −52,490−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −41,729−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −31,657−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −20,219−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −16,002−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −15,043−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −12,030−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −10,290−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −4,671−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −3,623−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −1,396−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |