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, 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 |
|---|---|---|---|---|---|
| CWM, LLC | 2 | $0 | 0.00% | −379−99.5% | Reduced |
| Simplex Trading, LLC | 324 | $0 | 0.00% | +324 | New |
| Barclays PLC | 1 | $2 | 0.00% | −873−99.9% | Reduced |
| SBI Securities Co., Ltd. | 6 | $15 | 0.00% | −675−99.1% | Reduced |
| Citigroup Inc | 41 | $102 | 0.00% | −7,620−99.5% | Reduced |
| Point72 (DIFC) Ltd | 272 | $675 | 0.00% | −82−23.2% | Reduced |
| Optiver Holding B.V. | 312 | $774 | 0.00% | +312 | New |
| JPMorgan Chase & Co | 470 | $1.17K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 564 | $1.40K | 0.00% | −1,841−76.5% | Reduced |
| Harbour Investments, Inc. | 1,988 | $4.93K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,815 | $9.46K | 0.00% | −22,324−85.4% | Reduced |
| Royal Bank of Canada | 6,363 | $16.0K | 0.00% | −1,466−18.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 9,346 | $23.2K | 0.00% | −9,364−50.0% | Reduced |
| Morgan Stanley | 10,323 | $25.6K | 0.00% | −3,059−22.9% | Reduced |
| ABLE Financial Group, LLC | 13,402 | $33.2K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 15,577 | $38.5K | 0.00% | +15,577 | New |
| Creative Planning | 17,101 | $42.4K | 0.00% | +2,101+14.0% | Added |
| AQR Capital Management LLC | 17,112 | $42.4K | 0.00% | +17,112 | New |
| HighTower Advisors, LLC | 18,275 | $45.3K | 0.00% | −48,225−72.5% | Reduced |
| Goldman Sachs Group Inc | 23,630 | $58.6K | 0.00% | −73,211−75.6% | Reduced |
| Bridgeway Capital Management, LLC | 25,000 | $62.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 25,934 | $64.3K | 0.00% | +25,934 | New |
| Bank of America Corp | 31,119 | $77.2K | 0.00% | +9,542+44.2% | Added |
| Manufacturers Life Insurance Company, The | 32,518 | $80.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 34,818 | $86.3K | 0.00% | +18,001+107.0% | Added |
| GWM Advisors LLC | 44,083 | $109.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 54,002 | $133.9K | 0.00% | +4,561+9.2% | Added |
| Lasry Marc | 60,869 | $151.0K | 1.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 65,524 | $162.5K | 0.00% | +47,011+253.9% | Added |
| Holos Integrated Wealth LLC | 51,595 | $162.5K | 0.10% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 77,892 | $193.2K | 0.00% | +60,176+339.7% | Added |
| IFP Advisors, Inc | 86,698 | $215.0K | 0.01% | +1,340+1.6% | Added |
| TD Asset Management Inc | 92,678 | $229.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 98,105 | $243.3K | 0.00% | −20,453−17.3% | Reduced |
| State Street Corp | 100,733 | $249.8K | 0.00% | −29,400−22.6% | Reduced |
| Northern Trust Corp | 102,572 | $254.4K | 0.00% | +2,137+2.1% | Added |
| AMH Equity Ltd | 166,000 | $411.7K | 0.52% | +166,000 | New |
| Knoll Capital Management, LLC | 455,128 | $421.2K | 0.23% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 180,439 | $447.5K | 0.00% | +41,848+30.2% | Added |
| Knott David M Jr | 195,000 | $483.6K | 0.20% | +95,000+95.0% | Added |
| DAFNA Capital Management LLC | 363,636 | $901.8K | 0.22% | +363,636 | New |
| Millennium Management LLC | 373,987 | $927.5K | 0.00% | −35,687−8.7% | Reduced |
| Renaissance Technologies LLC | 380,508 | $943.7K | 0.00% | +211,108+124.6% | Added |
| Geode Capital Management, LLC | 386,799 | $959.6K | 0.00% | +84,717+28.0% | Added |
| Price T Rowe Associates Inc | 421,612 | $1.05M | 0.00% | −16,757−3.8% | Reduced |
| BlackRock, Inc. | 664,333 | $1.65M | 0.00% | −17,016−2.5% | Reduced |
| Affinity Asset Advisors, LLC | 727,272 | $1.80M | 0.17% | +727,272 | New |
| Pathstone Holdings, LLC | 1,006,018 | $2.49M | 0.01% | +1,006,018 | New |
| Alyeska Investment Group, L.P. | 1,365,482 | $3.39M | 0.01% | +1,365,482 | New |
| Vanguard Group Inc | 1,481,875 | $3.68M | 0.00% | +324,558+28.0% | Added |
| Perceptive Advisors LLC | 5,292,556 | $13.1M | 0.38% | +700,000+15.2% | Added |
| RTW Investments, LP | 8,306,063 | $20.6M | 0.25% | +10.0% | Added |
| 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 |