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, Q1 2026
Institutional positions in Orchestra BioMed Holdings, Inc. as of Mar 31, 2026. 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
- 65
- +3 vs. Q4 2025
- Shares held
- 23.1M
- +3.00M (+14.9%) vs. Q4 2025
- Total value
- $98.2M
- +$14.8M (+17.7%) vs. Q4 2025
- New holders
- 19
- 23 more added
- Sold out
- 16
- 14 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RTW Investments, LP | 8,306,063 | $35.3M | 0.35% | 00.0% | Unchanged |
| Perceptive Advisors LLC | 5,037,906 | $21.4M | 0.42% | −89,350−1.7% | Reduced |
| Vanguard Capital Management LLC | 2,204,319 | $9.37M | 0.00% | +2,204,319 | New |
| Alyeska Investment Group, L.P. | 1,000,000 | $4.25M | 0.01% | 00.0% | Unchanged |
| Propel Bio Management, LLC | 896,701 | $3.83M | 2.41% | +896,701 | New |
| Millennium Management LLC | 702,543 | $2.99M | 0.00% | +459,070+188.6% | Added |
| BlackRock, Inc. | 635,714 | $2.70M | 0.00% | +4,813+0.8% | Added |
| Geode Capital Management, LLC | 485,492 | $2.06M | 0.00% | +12,129+2.6% | Added |
| Affinity Asset Advisors, LLC | 402,550 | $1.71M | 0.10% | −170,254−29.7% | Reduced |
| Charles Schwab Investment Management Inc | 265,499 | $1.13M | 0.00% | +1,711+0.6% | Added |
| Knott David M Jr | 253,651 | $1.08M | 0.64% | +3,651+1.5% | Added |
| Vanguard Fiduciary Trust Co | 235,214 | $999.7K | 0.00% | +235,214 | New |
| Simplify Asset Management Inc. | 219,387 | $932.4K | 0.01% | +219,387 | New |
| Marshall Wace, LLP | 188,484 | $801.1K | 0.00% | +16,803+9.8% | Added |
| 683 Capital Management, LLC | 185,000 | $786.3K | 0.07% | −19,076−9.3% | Reduced |
| State Street Corp | 169,410 | $720.0K | 0.00% | +10,377+6.5% | Added |
| Goldman Sachs Group Inc | 155,242 | $659.8K | 0.00% | +21,169+15.8% | Added |
| DAFNA Capital Management LLC | 126,841 | $539.1K | 0.12% | 00.0% | Unchanged |
| Northern Trust Corp | 118,274 | $502.7K | 0.00% | +7,375+6.7% | Added |
| Qube Research & Technologies Ltd | 108,953 | $463.1K | 0.00% | +2,211+2.1% | Added |
| IFP Advisors, Inc | 98,887 | $420.3K | 0.01% | +12,189+14.1% | Added |
| Susquehanna International Group, LLP | 97,521 | $414.5K | 0.00% | −57,609−37.1% | Reduced |
| Point72 Asset Management, L.P. | 87,888 | $373.5K | 0.00% | −74,058−45.7% | Reduced |
| Citadel Advisors LLC | 79,185 | $336.5K | 0.00% | +49,010+162.4% | Added |
| Hudson Bay Capital Management LP | 71,134 | $302.3K | 0.00% | +21,709+43.9% | Added |
| Renaissance Technologies LLC | 70,900 | $301.3K | 0.00% | −80,400−53.1% | Reduced |
| Bridgeway Capital Management, LLC | 70,600 | $300.1K | 0.01% | +45,600+182.4% | Added |
| Two Sigma Investments, LP | 60,107 | $255.5K | 0.00% | −26,445−30.6% | Reduced |
| Barclays PLC | 59,342 | $252.2K | 0.00% | −35,175−37.2% | Reduced |
| Jane Street Group, LLC | 55,680 | $236.6K | 0.00% | −118,085−68.0% | Reduced |
| Daytona Street Capital LLC | 52,600 | $235.4K | 0.19% | +31,100+144.7% | Added |
| Bank of America Corp | 52,761 | $224.2K | 0.00% | +35,214+200.7% | Added |
| Holos Integrated Wealth LLC | 51,595 | $219.8K | 0.11% | 00.0% | Unchanged |
| UBS Group AG | 50,310 | $213.8K | 0.00% | +38,921+341.7% | Added |
| GWM Advisors LLC | 44,083 | $187.4K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 36,769 | $156.3K | 0.00% | +36,769 | New |
| Morgan Stanley | 35,639 | $151.5K | 0.00% | −46,212−56.5% | Reduced |
| Meramec Financial Planners, LLC | 30,000 | $130.5K | 0.05% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 27,644 | $117.5K | 0.02% | +27,644 | New |
| Citigroup Inc | 25,529 | $108.5K | 0.00% | +6,071+31.2% | Added |
| Cannon Global Investment Management, LLC | 22,607 | $96.1K | 0.23% | +22,607 | New |
| Rice Hall James & Associates, LLC | 19,001 | $80.8K | 0.00% | +19,001 | New |
| Diametric Capital, LP | 18,919 | $80.4K | 0.02% | +18,919 | New |
| HighTower Advisors, LLC | 18,275 | $77.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 18,076 | $76.8K | 0.00% | +18,076 | New |
| Omers Administration Corp | 16,200 | $68.8K | 0.00% | −50,900−75.9% | Reduced |
| Algert Global LLC | 14,656 | $62.3K | 0.00% | +14,656 | New |
| Vanguard Global Advisers, LLC | 13,948 | $59.3K | 0.00% | +13,948 | New |
| ABLE Financial Group, LLC | 13,402 | $57.0K | 0.01% | 00.0% | Unchanged |
| Frec Markets, Inc. | 13,048 | $55.5K | 0.01% | +13,048 | New |
| Prelude Capital Management, LLC | 12,389 | $52.7K | 0.00% | +12,389 | New |
| Canada Pension Plan Investment Board | 11,300 | $48.0K | 0.00% | +4,200+59.2% | Added |
| Schonfeld Strategic Advisors LLC | 10,953 | $46.5K | 0.00% | +10,953 | New |
| Garden State Investment Advisory Services LLC | 10,562 | $44.9K | 0.01% | +10,562 | New |
| China Universal Asset Management Co., Ltd. | 10,020 | $42.6K | 0.00% | +819+8.9% | Added |
| JPMorgan Chase & Co | 4,258 | $17.3K | 0.00% | −328−7.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,945 | $12.5K | 0.00% | +201+7.3% | Added |
| Simplex Trading, LLC | 2,381 | $10.1K | 0.00% | +2,381 | New |
| AdvisorNet Financial, Inc | 1,696 | $7.21K | 0.00% | +1,696 | New |
| BNP Paribas Arbitrage, SA | 1,456 | $6.19K | 0.00% | −15,551−91.4% | Reduced |
| GF Fund Management Co. Ltd. | 1,260 | $5.36K | 0.00% | +151+13.6% | Added |
| Royal Bank of Canada | 936 | $4.00K | 0.00% | +565+152.3% | Added |
| Tower Research Capital LLC (TRC) | 547 | $2.33K | 0.00% | −99−15.3% | Reduced |
| Jones Financial Companies LLLP | 388 | $1.65K | 0.00% | +388 | New |
| SBI Securities Co., Ltd. | 6 | $26 | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −364,645−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −95,635−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −50,358−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −45,692−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −44,343−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −32,518−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −27,100−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −24,900−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −18,268−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −16,290−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −16,290−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,623−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,773−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −1,988−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |