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, 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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1 | $3 | 0.00% | −4−80.0% | Reduced |
| Essential Partners LLC | 4 | $11 | 0.00% | +4 | New |
| Sierra Ocean, LLC | 119 | $319 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 193 | $517 | 0.00% | +193 | New |
| Fortitude Family Office, LLC | 203 | $544 | 0.00% | +203 | New |
| Nisa Investment Advisors, LLC | 241 | $646 | 0.00% | −564−70.1% | Reduced |
| Point72 (DIFC) Ltd | 354 | $949 | 0.00% | +354 | New |
| CWM, LLC | 381 | $1.00K | 0.00% | +333+693.8% | Added |
| JPMorgan Chase & Co | 470 | $1.26K | 0.00% | −11,482−96.1% | Reduced |
| SBI Securities Co., Ltd. | 681 | $1.82K | 0.00% | +680+68,000.0% | Added |
| Barclays PLC | 874 | $2.34K | 0.00% | −24,735−96.6% | Reduced |
| FMR LLC | 1,646 | $4.41K | 0.00% | +550+50.2% | Added |
| Larson Financial Group LLC | 1,983 | $5.31K | 0.00% | +152+8.3% | Added |
| Harbour Investments, Inc. | 1,988 | $5.33K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,405 | $6.45K | 0.00% | +570+31.1% | Added |
| Wells Fargo & Company | 4,474 | $12.0K | 0.00% | −8,979−66.7% | Reduced |
| Citigroup Inc | 7,661 | $20.5K | 0.00% | −9,557−55.5% | Reduced |
| Royal Bank of Canada | 7,829 | $21.0K | 0.00% | +7,215+1,175.1% | Added |
| Catalyst Funds Management Pty Ltd | 11,400 | $30.6K | 0.01% | +11,400 | New |
| Morgan Stanley | 13,382 | $35.9K | 0.00% | −18,752−58.4% | Reduced |
| ABLE Financial Group, LLC | 13,402 | $35.9K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 15,000 | $40.2K | 0.00% | +15,000 | New |
| XTX Topco Ltd | 16,817 | $45.1K | 0.00% | +16,817 | New |
| Cubist Systematic Strategies, LLC | 17,716 | $47.5K | 0.00% | +17,716 | New |
| Jane Street Group, LLC | 18,513 | $49.6K | 0.00% | +18,513 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 18,710 | $50.1K | 0.01% | +18,710 | New |
| Bank of America Corp | 21,577 | $57.8K | 0.00% | +5,678+35.7% | Added |
| Dimensional Fund Advisors LP | 22,207 | $59.7K | 0.00% | +22,207 | New |
| Jain Global LLC | 24,462 | $65.6K | 0.00% | +24,462 | New |
| Bridgeway Capital Management, LLC | 25,000 | $67.0K | 0.00% | +25,000 | New |
| UBS Group AG | 26,139 | $70.1K | 0.00% | +8,869+51.4% | Added |
| Tower Research Capital LLC (TRC) | 27,922 | $74.8K | 0.00% | +25,666+1,137.7% | Added |
| HRT Financial LP | 28,217 | $75.0K | 0.00% | +28,217 | New |
| Squarepoint Ops LLC | 28,221 | $75.6K | 0.00% | +28,221 | New |
| Manufacturers Life Insurance Company, The | 32,518 | $87.1K | 0.00% | −9,466−22.5% | Reduced |
| GWM Advisors LLC | 44,083 | $118.1K | 0.00% | +44,083 | New |
| Y-Intercept (Hong Kong) Ltd | 45,447 | $121.8K | 0.00% | +45,447 | New |
| Citadel Advisors LLC | 49,441 | $132.5K | 0.00% | +28,961+141.4% | Added |
| Marshall Wace, LLP | 49,465 | $132.6K | 0.00% | +49,465 | New |
| Holos Integrated Wealth LLC | 51,595 | $139.8K | 0.08% | 00.0% | Unchanged |
| Lasry Marc | 60,869 | $163.1K | 0.91% | 00.0% | Unchanged |
| Knoll Capital Management, LLC | 455,128 | $169.8K | 0.12% | +455,128 | New |
| HighTower Advisors, LLC | 66,500 | $178.2K | 0.00% | +5,500+9.0% | Added |
| IFP Advisors, Inc | 85,358 | $228.8K | 0.01% | −76,563−47.3% | Reduced |
| TD Asset Management Inc | 92,678 | $248.4K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 96,841 | $259.5K | 0.00% | +48,112+98.7% | Added |
| Knott David M Jr | 100,000 | $268.0K | 0.12% | +100,000 | New |
| Northern Trust Corp | 100,435 | $269.2K | 0.00% | −138,266−57.9% | Reduced |
| Susquehanna International Group, LLP | 118,558 | $317.7K | 0.00% | +85,570+259.4% | Added |
| State Street Corp | 130,133 | $348.8K | 0.00% | −343,586−72.5% | Reduced |
| Charles Schwab Investment Management Inc | 138,591 | $371.4K | 0.00% | −78,394−36.1% | Reduced |
| Renaissance Technologies LLC | 169,400 | $454.0K | 0.00% | +169,400 | New |
| Geode Capital Management, LLC | 302,082 | $809.9K | 0.00% | −293,350−49.3% | Reduced |
| Millennium Management LLC | 409,674 | $1.10M | 0.00% | +409,674 | New |
| Price T Rowe Associates Inc | 438,369 | $1.18M | 0.00% | −21,751−4.7% | Reduced |
| BlackRock, Inc. | 681,349 | $1.83M | 0.00% | −1,264,307−65.0% | Reduced |
| Vanguard Group Inc | 1,157,317 | $3.10M | 0.00% | −150,449−11.5% | Reduced |
| Perceptive Advisors LLC | 4,592,556 | $12.3M | 0.46% | 00.0% | Unchanged |
| RTW Investments, LP | 8,306,062 | $22.3M | 0.32% | +99,900+1.2% | Added |
| 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 |