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, Q3 2025
Institutional positions in Orchestra BioMed Holdings, Inc. as of Sep 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
- 52
- −7 vs. Q2 2025
- Shares held
- 22.9M
- +4.76M (+26.2%) vs. Q2 2025
- Total value
- $56.1M
- +$8.54M (+18.0%) vs. Q2 2025
- New holders
- 10
- 15 more added
- Sold out
- 17
- 17 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RTW Investments, LP | 8,306,063 | $20.6M | 0.25% | +10.0% | Added |
| Perceptive Advisors LLC | 5,292,556 | $13.1M | 0.38% | +700,000+15.2% | Added |
| Vanguard Group Inc | 1,481,875 | $3.68M | 0.00% | +324,558+28.0% | Added |
| Alyeska Investment Group, L.P. | 1,365,482 | $3.39M | 0.01% | +1,365,482 | New |
| Pathstone Holdings, LLC | 1,006,018 | $2.49M | 0.01% | +1,006,018 | New |
| Affinity Asset Advisors, LLC | 727,272 | $1.80M | 0.17% | +727,272 | New |
| BlackRock, Inc. | 664,333 | $1.65M | 0.00% | −17,016−2.5% | Reduced |
| Price T Rowe Associates Inc | 421,612 | $1.05M | 0.00% | −16,757−3.8% | Reduced |
| Geode Capital Management, LLC | 386,799 | $959.6K | 0.00% | +84,717+28.0% | Added |
| Renaissance Technologies LLC | 380,508 | $943.7K | 0.00% | +211,108+124.6% | Added |
| Millennium Management LLC | 373,987 | $927.5K | 0.00% | −35,687−8.7% | Reduced |
| DAFNA Capital Management LLC | 363,636 | $901.8K | 0.22% | +363,636 | New |
| Knott David M Jr | 195,000 | $483.6K | 0.20% | +95,000+95.0% | Added |
| Charles Schwab Investment Management Inc | 180,439 | $447.5K | 0.00% | +41,848+30.2% | Added |
| Knoll Capital Management, LLC | 455,128 | $421.2K | 0.23% | 00.0% | Unchanged |
| AMH Equity Ltd | 166,000 | $411.7K | 0.52% | +166,000 | New |
| Northern Trust Corp | 102,572 | $254.4K | 0.00% | +2,137+2.1% | Added |
| State Street Corp | 100,733 | $249.8K | 0.00% | −29,400−22.6% | Reduced |
| Susquehanna International Group, LLP | 98,105 | $243.3K | 0.00% | −20,453−17.3% | Reduced |
| TD Asset Management Inc | 92,678 | $229.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 86,698 | $215.0K | 0.01% | +1,340+1.6% | Added |
| Cubist Systematic Strategies, LLC | 77,892 | $193.2K | 0.00% | +60,176+339.7% | Added |
| Holos Integrated Wealth LLC | 51,595 | $162.5K | 0.10% | 00.0% | Unchanged |
| Jane Street Group, LLC | 65,524 | $162.5K | 0.00% | +47,011+253.9% | Added |
| Lasry Marc | 60,869 | $151.0K | 1.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 54,002 | $133.9K | 0.00% | +4,561+9.2% | Added |
| GWM Advisors LLC | 44,083 | $109.3K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 34,818 | $86.3K | 0.00% | +18,001+107.0% | Added |
| Manufacturers Life Insurance Company, The | 32,518 | $80.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 31,119 | $77.2K | 0.00% | +9,542+44.2% | Added |
| Qube Research & Technologies Ltd | 25,934 | $64.3K | 0.00% | +25,934 | New |
| Bridgeway Capital Management, LLC | 25,000 | $62.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 23,630 | $58.6K | 0.00% | −73,211−75.6% | Reduced |
| HighTower Advisors, LLC | 18,275 | $45.3K | 0.00% | −48,225−72.5% | Reduced |
| AQR Capital Management LLC | 17,112 | $42.4K | 0.00% | +17,112 | New |
| Creative Planning | 17,101 | $42.4K | 0.00% | +2,101+14.0% | Added |
| Quadrature Capital Ltd | 15,577 | $38.5K | 0.00% | +15,577 | New |
| ABLE Financial Group, LLC | 13,402 | $33.2K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 10,323 | $25.6K | 0.00% | −3,059−22.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 9,346 | $23.2K | 0.00% | −9,364−50.0% | Reduced |
| Royal Bank of Canada | 6,363 | $16.0K | 0.00% | −1,466−18.7% | Reduced |
| UBS Group AG | 3,815 | $9.46K | 0.00% | −22,324−85.4% | Reduced |
| Harbour Investments, Inc. | 1,988 | $4.93K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 564 | $1.40K | 0.00% | −1,841−76.5% | Reduced |
| JPMorgan Chase & Co | 470 | $1.17K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 312 | $774 | 0.00% | +312 | New |
| Point72 (DIFC) Ltd | 272 | $675 | 0.00% | −82−23.2% | Reduced |
| Citigroup Inc | 41 | $102 | 0.00% | −7,620−99.5% | Reduced |
| SBI Securities Co., Ltd. | 6 | $15 | 0.00% | −675−99.1% | Reduced |
| Barclays PLC | 1 | $2 | 0.00% | −873−99.9% | Reduced |
| CWM, LLC | 2 | $0 | 0.00% | −379−99.5% | Reduced |
| Simplex Trading, LLC | 324 | $0 | 0.00% | +324 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −49,465−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −45,447−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −28,221−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,217−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −27,922−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −24,462−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −22,207−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −4,474−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −1,983−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1,646−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |