Latest Period
Q2 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 Q2 2026
Institutions Reporting
77
Shares (Excl. Options)
27,693,079
Price
$4.32
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- Security type / class
- Equity / Common Stock, par value $0.0001 per share
- Symbol
- OBIO on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 27,693,079
- Total 13F value
- $119,437,157
- Portfolio coverage rank
- 0%
- Share change
- +4,591,750
- Value change
- +$19,902,605
- Number of holders
- 77
- Shares outstanding
- 62,199,969
- SEC-reported price per share
- $4.46
- Insider filing price
- $4.46
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.
- 77 institutions reported positions in Q2 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 65 to 77 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $98,187,766 to $119,437,157.
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 77 institutions filings for Q2 2026.
Security key
68572M106
Latest holder period
Q2 2026
13F holders
77
13D/G owners
5
CIK / CUSIP context first
Open Q2 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 30 Jun 2026, 77 institutional investors reported holding 27,693,079 shares of Orchestra BioMed Holdings, Inc. - Common Stock, par value $0.0001 per share (OBIO). This represents 45% 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
43%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RTW INVESTMENTS, LP | 15% | 9,556,063 | +15% | 0.35% | $41,234,412 |
| PERCEPTIVE ADVISORS LLC | 8.1% | 5,037,906 | 0% | 0.34% | $21,738,564 |
| BlackRock, Inc. | 4% | 2,510,387 | +295% | 0% | $10,832,320 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.3% | 2,022,916 | -8.2% | 0% | $8,728,883 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6% | 1,007,908 | +108% | 0% | $4,350,317 |
| Alyeska Investment Group, L.P. | 1.6% | 1,000,000 | 0% | 0.01% | $4,315,000 |
| Propel Bio Management, LLC | 1.4% | 896,701 | 0% | 2% | $3,869,265 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1% | 642,154 | 0% | $2,770,895 | |
| STATE STREET CORP | 0.83% | 516,050 | +205% | 0% | $2,226,756 |
| RICE HALL JAMES & ASSOCIATES, LLC | 0.68% | 424,000 | +2131% | 0.09% | $1,829,560 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.56% | 349,544 | +32% | 0% | $1,508,282 |
| NORTHERN TRUST CORP | 0.55% | 343,640 | +191% | 0% | $1,482,807 |
| UBS Group AG | 0.52% | 325,773 | +548% | 0% | $1,405,711 |
| VANGUARD FIDUCIARY TRUST CO | 0.47% | 292,253 | +24% | 0% | $1,261,072 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.44% | 274,973 | 0% | $1,186,508 | |
| Knott David M Jr | 0.41% | 253,651 | 0% | 0.59% | $1,094,504 |
| Flat Footed LLC | 0.4% | 251,372 | 0.19% | $1,084,670 | |
| Simplify Asset Management Inc. | 0.35% | 219,387 | 0% | 0.01% | $946,655 |
| GOLDMAN SACHS GROUP INC | 0.29% | 179,606 | +16% | 0% | $775,000 |
| DAFNA Capital Management LLC | 0.2% | 126,841 | 0% | 0.1% | $547,319 |
| Daytona Street Capital LLC | 0.15% | 96,398 | +83% | 0.28% | $379,336 |
| RENAISSANCE TECHNOLOGIES LLC | 0.14% | 90,000 | +27% | 0% | $388,350 |
| IFP Advisors, Inc | 0.14% | 89,608 | -9.4% | 0.01% | $386,659 |
| Bank of New York Mellon Corp | 0.14% | 86,103 | 0% | $371,534 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.13% | 80,600 | +14% | 0.01% | $347,789 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
15
Latest
Q2 2026
Rows shown
1-15 of 15
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 27,693,079 | $119,437,157 | +$19,902,605 | $4.32 | 77 |
| 2026 Q1 | 23,094,571 | $98,187,766 | +$2,482,033 | $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 |