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, Q2 2026
Institutional positions in Orchestra BioMed Holdings, Inc. as of Jun 30, 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
- 77
- +12 vs. Q1 2026
- Shares held
- 27.7M
- +4.60M (+19.9%) vs. Q1 2026
- Total value
- $119.4M
- +$21.2M (+21.6%) vs. Q1 2026
- New holders
- 25
- 22 more added
- Sold out
- 13
- 15 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 6 | $26 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 15 | $65 | 0.00% | +15 | New |
| Optiver Holding B.V. | 40 | $173 | 0.00% | +40 | New |
| Sterling Capital Management LLC | 140 | $604 | 0.00% | +140 | New |
| FMR LLC | 265 | $1.14K | 0.00% | −17,811−98.5% | Reduced |
| California State Teachers Retirement System | 549 | $2.37K | 0.00% | +549 | New |
| Jones Financial Companies LLLP | 888 | $3.77K | 0.00% | +500+128.9% | Added |
| GF Fund Management Co. Ltd. | 1,173 | $5.06K | 0.00% | −87−6.9% | Reduced |
| AdvisorNet Financial, Inc | 1,696 | $7.32K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,864 | $8.00K | 0.00% | +928+99.1% | Added |
| Simplex Trading, LLC | 2,564 | $11.1K | 0.00% | +183+7.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,678 | $11.6K | 0.00% | −267−9.1% | Reduced |
| Russell Investments Group, Ltd. | 3,187 | $13.8K | 0.00% | +3,187 | New |
| Tower Research Capital LLC (TRC) | 3,601 | $15.5K | 0.00% | +3,054+558.3% | Added |
| Ameritas Investment Partners, Inc. | 3,617 | $15.6K | 0.00% | +3,617 | New |
| Legal & General Group Plc | 3,924 | $16.9K | 0.00% | +3,924 | New |
| BNP Paribas Arbitrage, SA | 8,214 | $35.4K | 0.00% | +6,758+464.1% | Added |
| China Universal Asset Management Co., Ltd. | 9,530 | $41.1K | 0.00% | −490−4.9% | Reduced |
| Garden State Investment Advisory Services LLC | 10,562 | $45.6K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 11,755 | $50.7K | 0.00% | +11,755 | New |
| Frec Markets, Inc. | 13,048 | $56.3K | 0.01% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 13,120 | $56.6K | 0.01% | +13,120 | New |
| ABLE Financial Group, LLC | 13,402 | $57.8K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 13,518 | $58.3K | 0.00% | −45,824−77.2% | Reduced |
| Vanguard Global Advisers, LLC | 13,948 | $60.2K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,360 | $66.3K | 0.00% | −40,320−72.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 18,352 | $79.2K | 0.00% | +18,352 | New |
| Citigroup Inc | 20,165 | $87.0K | 0.00% | −5,364−21.0% | Reduced |
| New York State Common Retirement Fund | 20,400 | $88.0K | 0.00% | +20,400 | New |
| Canada Pension Plan Investment Board | 21,100 | $91.0K | 0.00% | +9,800+86.7% | Added |
| Two Sigma Investments, LP | 22,563 | $97.4K | 0.00% | −37,544−62.5% | Reduced |
| JPMorgan Chase & Co | 20,880 | $99.2K | 0.00% | +16,622+390.4% | Added |
| Bank of America Corp | 23,822 | $102.8K | 0.00% | −28,939−54.8% | Reduced |
| MetLife Investment Management | 23,994 | $103.5K | 0.00% | +23,994 | New |
| Invesco Ltd. | 24,689 | $106.5K | 0.00% | +24,689 | New |
| Axq Capital, LP | 25,448 | $109.8K | 0.01% | +25,448 | New |
| Meramec Financial Planners, LLC | 30,000 | $114.6K | 0.04% | 00.0% | Unchanged |
| Algert Global LLC | 28,486 | $122.9K | 0.00% | +13,830+94.4% | Added |
| Morgan Stanley | 29,160 | $125.8K | 0.00% | −6,479−18.2% | Reduced |
| Rhumbline Advisers | 31,940 | $137.8K | 0.00% | +31,940 | New |
| Price T Rowe Associates Inc | 32,689 | $142.0K | 0.00% | +32,689 | New |
| Affinity Asset Advisors, LLC | 33,400 | $144.1K | 0.01% | −369,150−91.7% | Reduced |
| HighTower Advisors, LLC | 35,375 | $152.6K | 0.00% | +17,100+93.6% | Added |
| Wells Fargo & Company | 36,356 | $156.9K | 0.00% | +36,356 | New |
| XTX Topco Ltd | 38,814 | $167.5K | 0.00% | +38,814 | New |
| Deutsche Bank AG | 39,672 | $171.4K | 0.00% | +39,672 | New |
| Y-Intercept (Hong Kong) Ltd | 43,486 | $187.6K | 0.00% | +43,486 | New |
| GWM Advisors LLC | 44,083 | $190.2K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 51,595 | $204.3K | 0.10% | 00.0% | Unchanged |
| Nuveen, LLC | 52,118 | $224.9K | 0.00% | +52,118 | New |
| Citadel Advisors LLC | 56,191 | $242.5K | 0.00% | −22,994−29.0% | Reduced |
| Susquehanna International Group, LLP | 65,804 | $283.9K | 0.00% | −31,717−32.5% | Reduced |
| Bridgeway Capital Management, LLC | 80,600 | $347.8K | 0.01% | +10,000+14.2% | Added |
| Bank of New York Mellon Corp | 86,103 | $371.5K | 0.00% | +86,103 | New |
| Daytona Street Capital LLC | 96,398 | $379.3K | 0.28% | +43,798+83.3% | Added |
| IFP Advisors, Inc | 89,608 | $386.7K | 0.01% | −9,279−9.4% | Reduced |
| Renaissance Technologies LLC | 90,000 | $388.4K | 0.00% | +19,100+26.9% | Added |
| DAFNA Capital Management LLC | 126,841 | $547.3K | 0.10% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 179,606 | $775.0K | 0.00% | +24,364+15.7% | Added |
| Simplify Asset Management Inc. | 219,387 | $946.7K | 0.01% | 00.0% | Unchanged |
| Flat Footed LLC | 251,372 | $1.08M | 0.19% | +251,372 | New |
| Knott David M Jr | 253,651 | $1.09M | 0.58% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 274,973 | $1.19M | 0.00% | +274,973 | New |
| Vanguard Fiduciary Trust Co | 292,253 | $1.26M | 0.00% | +57,039+24.2% | Added |
| UBS Group AG | 325,773 | $1.41M | 0.00% | +275,463+547.5% | Added |
| Northern Trust Corp | 343,640 | $1.48M | 0.00% | +225,366+190.5% | Added |
| Charles Schwab Investment Management Inc | 349,544 | $1.51M | 0.00% | +84,045+31.7% | Added |
| Rice Hall James & Associates, LLC | 424,000 | $1.83M | 0.09% | +404,999+2,131.5% | Added |
| State Street Corp | 516,050 | $2.23M | 0.00% | +346,640+204.6% | Added |
| UBS Asset Management Americas Inc | 642,154 | $2.77M | 0.00% | +642,154 | New |
| Propel Bio Management, LLC | 896,701 | $3.87M | 2.02% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 1,000,000 | $4.32M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,007,908 | $4.35M | 0.00% | +522,416+107.6% | Added |
| Vanguard Capital Management LLC | 2,022,916 | $8.73M | 0.00% | −181,403−8.2% | Reduced |
| BlackRock, Inc. | 2,510,387 | $10.8M | 0.00% | +1,874,673+294.9% | Added |
| Perceptive Advisors LLC | 5,037,906 | $21.7M | 0.34% | 00.0% | Unchanged |
| RTW Investments, LP | 9,556,063 | $41.2M | 0.35% | +1,250,000+15.0% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −702,543−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −188,484−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −185,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −108,953−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −87,888−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −71,134−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −36,769−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −27,644−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −22,607−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −18,919−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,389−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −10,953−100.0% | Sold out |