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, Q4 2025
Institutional positions in Orchestra BioMed Holdings, Inc. as of Dec 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
- 63
- +16 vs. Q3 2025
- Shares held
- 21.7M
- −873.6K (−3.9%) vs. Q3 2025
- Total value
- $90.1M
- +$34.8M (+62.8%) vs. Q3 2025
- New holders
- 21
- 17 more added
- Sold out
- 5
- 14 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RTW Investments, LP | 8,306,063 | $34.5M | 0.35% | 00.0% | Unchanged |
| Perceptive Advisors LLC | 5,127,256 | $21.3M | 0.39% | −165,300−3.1% | Reduced |
| Vanguard Group Inc | 1,604,556 | $6.66M | 0.00% | +122,681+8.3% | Added |
| Alyeska Investment Group, L.P. | 1,000,000 | $4.15M | 0.01% | −365,482−26.8% | Reduced |
| BlackRock, Inc. | 630,901 | $2.62M | 0.00% | −33,432−5.0% | Reduced |
| Affinity Asset Advisors, LLC | 572,804 | $2.38M | 0.17% | −154,468−21.2% | Reduced |
| Geode Capital Management, LLC | 473,363 | $1.97M | 0.00% | +86,564+22.4% | Added |
| Price T Rowe Associates Inc | 364,645 | $1.51M | 0.00% | −56,967−13.5% | Reduced |
| Charles Schwab Investment Management Inc | 263,788 | $1.09M | 0.00% | +83,349+46.2% | Added |
| Knott David M Jr | 250,000 | $1.04M | 0.48% | +55,000+28.2% | Added |
| Millennium Management LLC | 243,473 | $1.01M | 0.00% | −130,514−34.9% | Reduced |
| 683 Capital Management, LLC | 204,076 | $846.9K | 0.07% | +204,076 | New |
| Jane Street Group, LLC | 173,765 | $721.1K | 0.00% | +108,241+165.2% | Added |
| Marshall Wace, LLP | 171,681 | $712.5K | 0.00% | +171,681 | New |
| Point72 Asset Management, L.P. | 161,946 | $672.1K | 0.00% | +161,946 | New |
| State Street Corp | 159,033 | $660.0K | 0.00% | +58,300+57.9% | Added |
| Susquehanna International Group, LLP | 155,130 | $643.8K | 0.00% | +57,025+58.1% | Added |
| Renaissance Technologies LLC | 151,300 | $627.9K | 0.00% | −229,208−60.2% | Reduced |
| Goldman Sachs Group Inc | 134,073 | $556.4K | 0.00% | +110,443+467.4% | Added |
| DAFNA Capital Management LLC | 126,841 | $526.4K | 0.12% | −236,795−65.1% | Reduced |
| Northern Trust Corp | 110,899 | $460.2K | 0.00% | +8,327+8.1% | Added |
| Qube Research & Technologies Ltd | 106,742 | $443.0K | 0.00% | +80,808+311.6% | Added |
| ExodusPoint Capital Management, LP | 95,635 | $396.9K | 0.00% | +95,635 | New |
| Barclays PLC | 94,517 | $392.2K | 0.00% | +94,516+9,451,600.0% | Added |
| IFP Advisors, Inc | 86,698 | $359.8K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 86,552 | $359.2K | 0.00% | +86,552 | New |
| Morgan Stanley | 81,851 | $339.7K | 0.00% | +71,528+692.9% | Added |
| Omers Administration Corp | 67,100 | $278.5K | 0.00% | +67,100 | New |
| Holos Integrated Wealth LLC | 51,595 | $222.4K | 0.12% | 00.0% | Unchanged |
| XTX Topco Ltd | 50,358 | $209.0K | 0.01% | +15,540+44.6% | Added |
| Hudson Bay Capital Management LP | 49,425 | $205.1K | 0.00% | +49,425 | New |
| TD Asset Management Inc | 45,692 | $189.6K | 0.00% | −46,986−50.7% | Reduced |
| Squarepoint Ops LLC | 44,343 | $184.0K | 0.00% | +44,343 | New |
| GWM Advisors LLC | 44,083 | $182.9K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 32,518 | $134.6K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 30,175 | $125.2K | 0.00% | −23,827−44.1% | Reduced |
| Meramec Financial Planners, LLC | 30,000 | $117.3K | 0.05% | +30,000 | New |
| Two Sigma Advisers, LP | 27,100 | $112.5K | 0.00% | +27,100 | New |
| Bridgeway Capital Management, LLC | 25,000 | $103.8K | 0.00% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 24,900 | $103.3K | 0.00% | +24,900 | New |
| Daytona Street Capital LLC | 21,500 | $89.2K | 0.07% | +21,500 | New |
| Cresset Asset Management, LLC | 20,000 | $83.0K | 0.00% | +20,000 | New |
| Citigroup Inc | 19,458 | $80.8K | 0.00% | +19,417+47,358.5% | Added |
| HighTower Advisors, LLC | 18,275 | $75.8K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 18,268 | $75.8K | 0.00% | +18,268 | New |
| Bank of America Corp | 17,547 | $72.8K | 0.00% | −13,572−43.6% | Reduced |
| BNP Paribas Arbitrage, SA | 17,007 | $70.6K | 0.00% | +16,443+2,915.4% | Added |
| AQR Capital Management LLC | 16,290 | $67.6K | 0.00% | −822−4.8% | Reduced |
| Creative Planning | 16,290 | $67.6K | 0.00% | −811−4.7% | Reduced |
| Virtu Financial LLC | 13,623 | $57.0K | 0.00% | +13,623 | New |
| ABLE Financial Group, LLC | 13,402 | $55.6K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 11,389 | $47.3K | 0.00% | +7,574+198.5% | Added |
| Gsa Capital Partners LLP | 10,773 | $45.0K | 0.00% | +10,773 | New |
| China Universal Asset Management Co., Ltd. | 9,201 | $38.2K | 0.00% | +9,201 | New |
| Canada Pension Plan Investment Board | 7,100 | $29.5K | 0.00% | +7,100 | New |
| JPMorgan Chase & Co | 4,586 | $19.0K | 0.00% | +4,116+875.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,744 | $11.4K | 0.00% | +2,744 | New |
| Harbour Investments, Inc. | 1,988 | $8.25K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,109 | $4.60K | 0.00% | +1,109 | New |
| Tower Research Capital LLC (TRC) | 646 | $2.68K | 0.00% | +646 | New |
| Optiver Holding B.V. | 312 | $1.29K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 371 | $1.00K | 0.00% | −5,992−94.2% | Reduced |
| SBI Securities Co., Ltd. | 6 | $25 | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −1,006,018−100.0% | Sold out |
| Knoll Capital Management, LLC | 0 | $0 | 0.00% | −455,128−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,577−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| AMH Equity Ltd | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Lasry Marc | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |