Latest Period
Q1 2026
Security Snapshot
Orchestra BioMed Holdings, Inc. - Common Stock, par value $0.0001 per share (OBIO) Institutional Ownership
CUSIP: 68572M106
13F Institutional Holders and Ownership History from Q4 2022 to Q1 2026
Institutions Reporting
65
Shares (Excl. Options)
23,094,571
Price
$4.25
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock, par value $0.0001 per share
- Symbol
- OBIO on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 23,094,571
- Total 13F value
- $98,187,478
- Portfolio coverage rank
- 0%
- Share change
- +559,490
- Value change
- +$2,481,745
- Number of holders
- 65
- Shares outstanding
- 62,199,969
- SEC-reported price per share
- $4.06
- Insider filing price
- $4.06
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- OBIO - Orchestra BioMed Holdings, Inc. - Common Stock, par value $0.0001 per share is tracked under CUSIP 68572M106.
- 65 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 63 to 65 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $90,065,005 to $98,187,478.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 65 institutions filings for Q1 2026.
Security key
68572M106
Latest holder period
Q1 2026
13F holders
65
13D/G owners
5
CIK / CUSIP context first
Open Q1 2026 holders
OBIO full holder history
Orchestra BioMed Holdings, Inc. SEC filings
Orchestra BioMed Holdings, Inc. company facts
Orchestra BioMed Holdings, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 68572M106:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
OBIO
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| RTW INVESTMENTS, LP | 19% | -2.5% | $50,755,174 | -$136 | 11,942,394 | -0% | RTW Investments, LP | 27 Apr 2026 |
| Medtronic plc | 18% | +16% | $41,826,294 | +$17,470,292 | 10,078,625 | +72% | Medtronic plc | 31 Dec 2025 |
| PERCEPTIVE ADVISORS LLC | 10% | $14,085,110 | 5,679,480 | Perceptive Advisors LLC | 30 Sep 2025 | |||
| Tasso Partners, LLC | 5.5% | $7,684,508 | 3,098,592 | Dana Lorenzo | 15 Nov 2025 | |||
| BlackRock, Inc. | 3.7% | $3,619,674 | 1,430,701 | BlackRock, Inc. | 31 Mar 2025 |
As of 31 Mar 2026, 65 institutional investors reported holding 23,094,571 shares of Orchestra BioMed Holdings, Inc. - Common Stock, par value $0.0001 per share (OBIO). This represents 37% of the company’s total 62,199,969 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
36%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RTW INVESTMENTS, LP | 13% | 8,306,063 | 0% | 0.35% | $35,300,768 |
| PERCEPTIVE ADVISORS LLC | 8.1% | 5,037,906 | -1.7% | 0.42% | $21,411,101 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.5% | 2,204,319 | 0% | 0% | $9,368,356 |
| Alyeska Investment Group, L.P. | 1.6% | 1,000,000 | 0% | 0.01% | $4,250,000 |
| Propel Bio Management, LLC | 1.4% | 896,701 | 2.4% | $3,830,724 | |
| MILLENNIUM MANAGEMENT LLC | 1.1% | 702,543 | +189% | 0% | $2,985,808 |
| BlackRock, Inc. | 1% | 635,714 | +0.76% | 0% | $2,701,784 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.78% | 485,492 | +2.6% | 0% | $2,064,440 |
| Affinity Asset Advisors, LLC | 0.65% | 402,550 | -30% | 0.1% | $1,710,838 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.43% | 265,499 | +0.65% | 0% | $1,128,371 |
| Knott David M Jr | 0.41% | 253,651 | +1.5% | 0.64% | $1,078,017 |
| VANGUARD FIDUCIARY TRUST CO | 0.38% | 235,214 | 0% | 0% | $999,660 |
| Simplify Asset Management Inc. | 0.35% | 219,387 | 0.01% | $932,395 | |
| MARSHALL WACE, LLP | 0.3% | 188,484 | +9.8% | 0% | $801,059 |
| 683 Capital Management, LLC | 0.3% | 185,000 | -9.3% | 0.07% | $786,250 |
| STATE STREET CORP | 0.27% | 169,410 | +6.5% | 0% | $719,993 |
| GOLDMAN SACHS GROUP INC | 0.25% | 155,242 | +16% | 0% | $659,779 |
| DAFNA Capital Management LLC | 0.2% | 126,841 | 0% | 0.12% | $539,074 |
| NORTHERN TRUST CORP | 0.19% | 118,274 | +6.7% | 0% | $502,665 |
| Qube Research & Technologies Ltd | 0.18% | 108,953 | +2.1% | 0% | $463,050 |
| IFP Advisors, Inc | 0.16% | 98,887 | +14% | 0.01% | $420,270 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.16% | 97,521 | -37% | 0% | $414,464 |
| Point72 Asset Management, L.P. | 0.14% | 87,888 | -46% | 0% | $373,524 |
| CITADEL ADVISORS LLC | 0.13% | 79,185 | +162% | 0% | $336,536 |
| Hudson Bay Capital Management LP | 0.11% | 71,134 | +44% | 0% | $302,320 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
14
Latest
Q1 2026
Rows shown
1-14 of 14
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 23,094,571 | $98,187,478 | +$2,481,745 | $4.25 | 65 |
| 2025 Q4 | 21,701,707 | $90,065,005 | -$304,511 | $4.15 | 63 |
| 2025 Q3 | 22,434,285 | $55,672,466 | +$11,747,809 | $2.48 | 49 |
| 2025 Q2 | 17,679,478 | $47,383,339 | -$3,869,274 | $2.68 | 57 |
| 2025 Q1 | 18,991,589 | $81,285,133 | -$1,022,777 | $4.28 | 55 |
| 2024 Q4 | 19,251,082 | $77,005,657 | -$602,359 | $4.00 | 53 |
| 2024 Q3 | 19,025,849 | $97,782,881 | +$23,796,821 | $5.14 | 47 |
| 2024 Q2 | 14,216,993 | $115,871,788 | +$7,254,151 | $8.15 | 46 |
| 2024 Q1 | 13,334,624 | $70,275,199 | +$299,341 | $5.27 | 42 |
| 2023 Q4 | 13,269,980 | $121,156,215 | +$1,621,325 | $9.13 | 39 |
| 2023 Q3 | 13,093,349 | $114,176,966 | +$20,438,436 | $8.72 | 42 |
| 2023 Q2 | 10,783,562 | $75,485,512 | +$5,117,242 | $7.00 | 39 |
| 2023 Q1 | 9,872,658 | $193,184,972 | +$179,728,876 | $19.57 | 22 |
| 2022 Q4 | 685,801 | $6,851,000 | +$6,851,000 | $9.99 | 1 |