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, 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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 6 | $26 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 388 | $1.65K | 0.00% | +388 | New |
| Tower Research Capital LLC (TRC) | 547 | $2.33K | 0.00% | −99−15.3% | Reduced |
| Royal Bank of Canada | 936 | $4.00K | 0.00% | +565+152.3% | Added |
| GF Fund Management Co. Ltd. | 1,260 | $5.36K | 0.00% | +151+13.6% | Added |
| BNP Paribas Arbitrage, SA | 1,456 | $6.19K | 0.00% | −15,551−91.4% | Reduced |
| AdvisorNet Financial, Inc | 1,696 | $7.21K | 0.00% | +1,696 | New |
| Simplex Trading, LLC | 2,381 | $10.1K | 0.00% | +2,381 | New |
| Mirae Asset Global Investments Co., Ltd. | 2,945 | $12.5K | 0.00% | +201+7.3% | Added |
| JPMorgan Chase & Co | 4,258 | $17.3K | 0.00% | −328−7.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 10,020 | $42.6K | 0.00% | +819+8.9% | Added |
| Garden State Investment Advisory Services LLC | 10,562 | $44.9K | 0.01% | +10,562 | New |
| Schonfeld Strategic Advisors LLC | 10,953 | $46.5K | 0.00% | +10,953 | New |
| Canada Pension Plan Investment Board | 11,300 | $48.0K | 0.00% | +4,200+59.2% | Added |
| Prelude Capital Management, LLC | 12,389 | $52.7K | 0.00% | +12,389 | New |
| Frec Markets, Inc. | 13,048 | $55.5K | 0.01% | +13,048 | New |
| ABLE Financial Group, LLC | 13,402 | $57.0K | 0.01% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 13,948 | $59.3K | 0.00% | +13,948 | New |
| Algert Global LLC | 14,656 | $62.3K | 0.00% | +14,656 | New |
| Omers Administration Corp | 16,200 | $68.8K | 0.00% | −50,900−75.9% | Reduced |
| FMR LLC | 18,076 | $76.8K | 0.00% | +18,076 | New |
| HighTower Advisors, LLC | 18,275 | $77.7K | 0.00% | 00.0% | Unchanged |
| Diametric Capital, LP | 18,919 | $80.4K | 0.02% | +18,919 | New |
| Rice Hall James & Associates, LLC | 19,001 | $80.8K | 0.00% | +19,001 | New |
| Cannon Global Investment Management, LLC | 22,607 | $96.1K | 0.23% | +22,607 | New |
| Citigroup Inc | 25,529 | $108.5K | 0.00% | +6,071+31.2% | Added |
| Catalyst Funds Management Pty Ltd | 27,644 | $117.5K | 0.02% | +27,644 | New |
| Meramec Financial Planners, LLC | 30,000 | $130.5K | 0.05% | 00.0% | Unchanged |
| Morgan Stanley | 35,639 | $151.5K | 0.00% | −46,212−56.5% | Reduced |
| Brevan Howard Capital Management LP | 36,769 | $156.3K | 0.00% | +36,769 | New |
| GWM Advisors LLC | 44,083 | $187.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 50,310 | $213.8K | 0.00% | +38,921+341.7% | Added |
| Holos Integrated Wealth LLC | 51,595 | $219.8K | 0.11% | 00.0% | Unchanged |
| Bank of America Corp | 52,761 | $224.2K | 0.00% | +35,214+200.7% | Added |
| Daytona Street Capital LLC | 52,600 | $235.4K | 0.19% | +31,100+144.7% | Added |
| Jane Street Group, LLC | 55,680 | $236.6K | 0.00% | −118,085−68.0% | Reduced |
| Barclays PLC | 59,342 | $252.2K | 0.00% | −35,175−37.2% | Reduced |
| Two Sigma Investments, LP | 60,107 | $255.5K | 0.00% | −26,445−30.6% | Reduced |
| Bridgeway Capital Management, LLC | 70,600 | $300.1K | 0.01% | +45,600+182.4% | Added |
| Renaissance Technologies LLC | 70,900 | $301.3K | 0.00% | −80,400−53.1% | Reduced |
| Hudson Bay Capital Management LP | 71,134 | $302.3K | 0.00% | +21,709+43.9% | Added |
| Citadel Advisors LLC | 79,185 | $336.5K | 0.00% | +49,010+162.4% | Added |
| Point72 Asset Management, L.P. | 87,888 | $373.5K | 0.00% | −74,058−45.7% | Reduced |
| Susquehanna International Group, LLP | 97,521 | $414.5K | 0.00% | −57,609−37.1% | Reduced |
| IFP Advisors, Inc | 98,887 | $420.3K | 0.01% | +12,189+14.1% | Added |
| Qube Research & Technologies Ltd | 108,953 | $463.1K | 0.00% | +2,211+2.1% | Added |
| Northern Trust Corp | 118,274 | $502.7K | 0.00% | +7,375+6.7% | Added |
| DAFNA Capital Management LLC | 126,841 | $539.1K | 0.12% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 155,242 | $659.8K | 0.00% | +21,169+15.8% | Added |
| State Street Corp | 169,410 | $720.0K | 0.00% | +10,377+6.5% | Added |
| 683 Capital Management, LLC | 185,000 | $786.3K | 0.07% | −19,076−9.3% | Reduced |
| Marshall Wace, LLP | 188,484 | $801.1K | 0.00% | +16,803+9.8% | Added |
| Simplify Asset Management Inc. | 219,387 | $932.4K | 0.01% | +219,387 | New |
| Vanguard Fiduciary Trust Co | 235,214 | $999.7K | 0.00% | +235,214 | New |
| Knott David M Jr | 253,651 | $1.08M | 0.64% | +3,651+1.5% | Added |
| Charles Schwab Investment Management Inc | 265,499 | $1.13M | 0.00% | +1,711+0.6% | Added |
| Affinity Asset Advisors, LLC | 402,550 | $1.71M | 0.10% | −170,254−29.7% | Reduced |
| Geode Capital Management, LLC | 485,492 | $2.06M | 0.00% | +12,129+2.6% | Added |
| BlackRock, Inc. | 635,714 | $2.70M | 0.00% | +4,813+0.8% | Added |
| Millennium Management LLC | 702,543 | $2.99M | 0.00% | +459,070+188.6% | Added |
| Propel Bio Management, LLC | 896,701 | $3.83M | 2.41% | +896,701 | New |
| Alyeska Investment Group, L.P. | 1,000,000 | $4.25M | 0.01% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 2,204,319 | $9.37M | 0.00% | +2,204,319 | New |
| Perceptive Advisors LLC | 5,037,906 | $21.4M | 0.42% | −89,350−1.7% | Reduced |
| RTW Investments, LP | 8,306,063 | $35.3M | 0.35% | 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 |