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, 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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 6 | $25 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 371 | $1.00K | 0.00% | −5,992−94.2% | Reduced |
| Optiver Holding B.V. | 312 | $1.29K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 646 | $2.68K | 0.00% | +646 | New |
| GF Fund Management Co. Ltd. | 1,109 | $4.60K | 0.00% | +1,109 | New |
| Harbour Investments, Inc. | 1,988 | $8.25K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,744 | $11.4K | 0.00% | +2,744 | New |
| JPMorgan Chase & Co | 4,586 | $19.0K | 0.00% | +4,116+875.7% | Added |
| Canada Pension Plan Investment Board | 7,100 | $29.5K | 0.00% | +7,100 | New |
| China Universal Asset Management Co., Ltd. | 9,201 | $38.2K | 0.00% | +9,201 | New |
| Gsa Capital Partners LLP | 10,773 | $45.0K | 0.00% | +10,773 | New |
| UBS Group AG | 11,389 | $47.3K | 0.00% | +7,574+198.5% | Added |
| ABLE Financial Group, LLC | 13,402 | $55.6K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,623 | $57.0K | 0.00% | +13,623 | New |
| 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 |
| BNP Paribas Arbitrage, SA | 17,007 | $70.6K | 0.00% | +16,443+2,915.4% | Added |
| Bank of America Corp | 17,547 | $72.8K | 0.00% | −13,572−43.6% | Reduced |
| Balyasny Asset Management LLC | 18,268 | $75.8K | 0.00% | +18,268 | New |
| HighTower Advisors, LLC | 18,275 | $75.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 19,458 | $80.8K | 0.00% | +19,417+47,358.5% | Added |
| Cresset Asset Management, LLC | 20,000 | $83.0K | 0.00% | +20,000 | New |
| Daytona Street Capital LLC | 21,500 | $89.2K | 0.07% | +21,500 | New |
| Lighthouse Investment Partners, LLC | 24,900 | $103.3K | 0.00% | +24,900 | New |
| Bridgeway Capital Management, LLC | 25,000 | $103.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 27,100 | $112.5K | 0.00% | +27,100 | New |
| Meramec Financial Planners, LLC | 30,000 | $117.3K | 0.05% | +30,000 | New |
| Citadel Advisors LLC | 30,175 | $125.2K | 0.00% | −23,827−44.1% | Reduced |
| Manufacturers Life Insurance Company, The | 32,518 | $134.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 44,083 | $182.9K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 44,343 | $184.0K | 0.00% | +44,343 | New |
| TD Asset Management Inc | 45,692 | $189.6K | 0.00% | −46,986−50.7% | Reduced |
| Hudson Bay Capital Management LP | 49,425 | $205.1K | 0.00% | +49,425 | New |
| XTX Topco Ltd | 50,358 | $209.0K | 0.01% | +15,540+44.6% | Added |
| Holos Integrated Wealth LLC | 51,595 | $222.4K | 0.12% | 00.0% | Unchanged |
| Omers Administration Corp | 67,100 | $278.5K | 0.00% | +67,100 | New |
| Morgan Stanley | 81,851 | $339.7K | 0.00% | +71,528+692.9% | Added |
| Two Sigma Investments, LP | 86,552 | $359.2K | 0.00% | +86,552 | New |
| IFP Advisors, Inc | 86,698 | $359.8K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 94,517 | $392.2K | 0.00% | +94,516+9,451,600.0% | Added |
| ExodusPoint Capital Management, LP | 95,635 | $396.9K | 0.00% | +95,635 | New |
| Qube Research & Technologies Ltd | 106,742 | $443.0K | 0.00% | +80,808+311.6% | Added |
| Northern Trust Corp | 110,899 | $460.2K | 0.00% | +8,327+8.1% | Added |
| DAFNA Capital Management LLC | 126,841 | $526.4K | 0.12% | −236,795−65.1% | Reduced |
| Goldman Sachs Group Inc | 134,073 | $556.4K | 0.00% | +110,443+467.4% | Added |
| Renaissance Technologies LLC | 151,300 | $627.9K | 0.00% | −229,208−60.2% | Reduced |
| Susquehanna International Group, LLP | 155,130 | $643.8K | 0.00% | +57,025+58.1% | Added |
| State Street Corp | 159,033 | $660.0K | 0.00% | +58,300+57.9% | Added |
| Point72 Asset Management, L.P. | 161,946 | $672.1K | 0.00% | +161,946 | New |
| Marshall Wace, LLP | 171,681 | $712.5K | 0.00% | +171,681 | New |
| Jane Street Group, LLC | 173,765 | $721.1K | 0.00% | +108,241+165.2% | Added |
| 683 Capital Management, LLC | 204,076 | $846.9K | 0.07% | +204,076 | New |
| Millennium Management LLC | 243,473 | $1.01M | 0.00% | −130,514−34.9% | Reduced |
| Knott David M Jr | 250,000 | $1.04M | 0.48% | +55,000+28.2% | Added |
| Charles Schwab Investment Management Inc | 263,788 | $1.09M | 0.00% | +83,349+46.2% | Added |
| Price T Rowe Associates Inc | 364,645 | $1.51M | 0.00% | −56,967−13.5% | Reduced |
| Geode Capital Management, LLC | 473,363 | $1.97M | 0.00% | +86,564+22.4% | Added |
| Affinity Asset Advisors, LLC | 572,804 | $2.38M | 0.17% | −154,468−21.2% | Reduced |
| BlackRock, Inc. | 630,901 | $2.62M | 0.00% | −33,432−5.0% | Reduced |
| Alyeska Investment Group, L.P. | 1,000,000 | $4.15M | 0.01% | −365,482−26.8% | Reduced |
| Vanguard Group Inc | 1,604,556 | $6.66M | 0.00% | +122,681+8.3% | Added |
| Perceptive Advisors LLC | 5,127,256 | $21.3M | 0.39% | −165,300−3.1% | Reduced |
| RTW Investments, LP | 8,306,063 | $34.5M | 0.35% | 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 |