Latest Period
Q4 2025
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
63
Shares (Excl. Options)
21,701,707
Price
$4.15
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- Type / Class
- Equity / Common Stock, par value $0.0001 per share
- Symbol
- OBIO on Nasdaq
- Shares outstanding
- 62,199,969
- Price per share
- $4.25
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 21,701,707
- Total reported value
- $90,065,005
- % of total 13F portfolios
- 0%
- Share change
- -486,142
- Value change
- -$304,511
- Number of holders
- 63
- Price from insider filings
- $4.25
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- OBIO - Orchestra BioMed Holdings, Inc. - Common Stock, par value $0.0001 per share is tracked under CUSIP 68572M106.
- 63 institutions reported positions in Q4 2025.
- 5 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 63 to 37 between Q4 2025 and Q1 2026.
- Reported value moved from $90,065,005 to $26,608,876.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 63 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 68572M106?
CUSIP 68572M106 identifies OBIO - Orchestra BioMed Holdings, Inc. - Common Stock, par value $0.0001 per share in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 68572M106:
Significant Owners of Orchestra BioMed Holdings, Inc. - Common Stock, par value $0.0001 per share (OBIO) based on Schedule 13D/G filings
| 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 Dec 2025, 63 institutional investors reported holding 21,701,707 shares of Orchestra BioMed Holdings, Inc. - Common Stock, par value $0.0001 per share (OBIO). This represents 35% of the company’s total 62,199,969 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Orchestra BioMed Holdings, Inc. - Common Stock, par value $0.0001 per share (OBIO) together control 33% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RTW INVESTMENTS, LP | 13% | 8,306,063 | 0% | 0.35% | $34,470,161 |
| PERCEPTIVE ADVISORS LLC | 8.2% | 5,127,256 | -3.1% | 0.39% | $21,278,112 |
| VANGUARD GROUP INC | 2.6% | 1,604,556 | +8.3% | 0% | $6,658,907 |
| Alyeska Investment Group, L.P. | 1.6% | 1,000,000 | -27% | 0.01% | $4,150,000 |
| BlackRock, Inc. | 1% | 630,901 | -5% | 0% | $2,618,239 |
| Affinity Asset Advisors, LLC | 0.92% | 572,804 | -21% | 0.17% | $2,377,137 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.76% | 473,363 | +22% | 0% | $1,965,479 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.59% | 364,645 | -14% | 0% | $1,514,000 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.42% | 263,788 | +46% | 0% | $1,094,720 |
| Knott David M Jr | 0.4% | 250,000 | +28% | 0.48% | $1,037,500 |
| MILLENNIUM MANAGEMENT LLC | 0.39% | 243,473 | -35% | 0% | $1,010,413 |
| 683 Capital Management, LLC | 0.33% | 204,076 | 0.07% | $846,915 | |
| JANE STREET GROUP, LLC | 0.28% | 173,765 | +165% | 0% | $721,124 |
| MARSHALL WACE, LLP | 0.28% | 171,681 | 0% | $712,476 | |
| Point72 Asset Management, L.P. | 0.26% | 161,946 | 0% | $672,076 | |
| STATE STREET CORP | 0.26% | 159,033 | +58% | 0% | $659,987 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.25% | 155,130 | +58% | 0% | $643,790 |
| RENAISSANCE TECHNOLOGIES LLC | 0.24% | 151,300 | -60% | 0% | $627,895 |
| GOLDMAN SACHS GROUP INC | 0.22% | 134,073 | +467% | 0% | $556,403 |
| DAFNA Capital Management LLC | 0.2% | 126,841 | -65% | 0.12% | $526,390 |
| NORTHERN TRUST CORP | 0.18% | 110,899 | +8.1% | 0% | $460,231 |
| Qube Research & Technologies Ltd | 0.17% | 106,742 | +312% | 0% | $442,979 |
| ExodusPoint Capital Management, LP | 0.15% | 95,635 | 0% | $396,885 | |
| BARCLAYS PLC | 0.15% | 94,517 | +9451600% | 0% | $392,246 |
| IFP Advisors, Inc | 0.14% | 86,698 | 0% | 0.01% | $359,797 |
Institutional Holders of Orchestra BioMed Holdings, Inc. - Common Stock, par value $0.0001 per share (OBIO) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 6,252,887 | $26,608,876 | +$3,213,805 | $4.25 | 37 |
| 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 |