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Orchestra BioMed (OBIO) Institutional Ownership

Orchestra BioMed logo
$4.19 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$4.40 +0.21 (+5.01%)
As of 07/2/2026 05:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Orchestra BioMed (NASDAQ:OBIO)

Current
Institutional Ownership
Percentage
53.20%
Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$14.93M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$7.53M
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OBIO Institutional Buying and Selling by Quarter

Orchestra BioMed Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2026Perceptive Advisors LLC5,037,906$21.41M0.4%-1.7%8.413%
5/19/2026Bank of America Corp DE52,761$224K0.0%+200.7%0.088%
5/15/2026OMERS ADMINISTRATION Corp16,200$69K0.0%-75.9%0.027%
5/15/2026Rice Hall James & Associates LLC19,001$81K0.0%N/A0.032%
5/15/2026Affinity Asset Advisors LLC402,550$1.71M0.1%-29.7%0.672%
5/14/2026Renaissance Technologies LLC70,900$301K0.0%-53.1%0.118%
5/14/2026Knott David M Jr253,651$1.08M0.6%+1.5%0.424%
4/27/2026Simplify Asset Management Inc.219,387$932K0.0%N/A0.375%
4/21/2026Cannon Global Investment Management LLC22,607$96K0.2%N/A0.039%
2/23/2026Virtu Financial LLC13,623$57K0.0%N/A0.024%
2/18/2026XTX Topco Ltd50,358$209K0.0%+44.6%0.089%
2/18/2026Perceptive Advisors LLC5,127,256$21.28M0.4%-3.1%9.080%
2/18/2026Millennium Management LLC243,473$1.01M0.0%-34.9%0.431%
2/18/2026Balyasny Asset Management L.P.18,268$76K0.0%N/A0.032%
2/18/2026683 Capital Management LLC204,076$847K0.0%N/A0.361%
2/17/2026Price T Rowe Associates Inc. MD364,645$1.51M0.0%-13.5%0.646%
2/17/2026ExodusPoint Capital Management LP95,635$397K0.0%N/A0.169%
2/16/2026Squarepoint Ops LLC44,343$184K0.0%N/A0.079%
2/16/2026OMERS ADMINISTRATION Corp67,100$278K0.0%N/A0.119%
2/16/2026Barclays PLC94,517$392K0.0%+9,451,600.0%0.167%
2/13/2026Marshall Wace LLP171,681$712K0.0%N/A0.304%
2/13/2026Affinity Asset Advisors LLC572,804$2.38M0.1%-21.2%1.014%
2/13/2026Hudson Bay Capital Management LP49,425$205K0.0%N/A0.088%
2/13/2026Alyeska Investment Group L.P.1,000,000$4.15M0.0%-26.8%1.771%
2/13/2026Charles Schwab Investment Management Inc.263,788$1.10M0.0%+46.2%0.467%
2/13/2026State Street Corp159,033$660K0.0%+57.9%0.282%
2/12/2026Renaissance Technologies LLC151,300$628K0.0%-60.2%0.268%
2/12/2026Knott David M Jr250,000$1.04M0.5%+28.2%0.443%
2/10/2026TD Asset Management Inc45,692$190K0.0%-50.7%0.081%
2/10/2026Goldman Sachs Group Inc.134,073$556K0.0%+467.4%0.237%
2/9/2026Geode Capital Management LLC473,363$1.97M0.0%+22.4%0.838%
1/29/2026China Universal Asset Management Co. Ltd.9,201$38K0.0%N/A0.016%
1/21/2026Daytona Street Capital LLC21,500$89K0.1%N/A0.038%
1/5/2026Holos Integrated Wealth LLC51,595$222K0.1%N/A0.091%
11/17/2025Alyeska Investment Group L.P.1,365,482$3.39M0.0%N/A2.418%
11/17/2025Qube Research & Technologies Ltd25,934$64K0.0%N/A0.046%
11/17/2025Millennium Management LLC373,987$927K0.0%-8.7%0.662%
11/17/2025Citadel Advisors LLC54,002$134K0.0%+9.2%0.096%
11/17/2025Bank of America Corp DE31,119$77K0.0%+44.2%0.055%
11/13/2025Pathstone Holdings LLC1,006,018$2.50M0.0%N/A1.782%
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11/13/2025Knott David M Jr195,000$484K0.2%+95.0%0.345%
11/12/2025Cresset Asset Management LLC30,000$74K0.0%N/A0.053%
11/7/2025Vanguard Group Inc.1,481,875$3.68M0.0%+28.0%3.835%
10/29/2025AMH Equity Ltd166,000$412K0.5%N/A0.430%
8/15/2025Tower Research Capital LLC TRC 27,922$75K0.0%+1,137.7%0.072%
8/15/2025Bridgeway Capital Management LLC25,000$67K0.0%N/A0.065%
8/15/2025Bank of America Corp DE21,577$58K0.0%+35.7%0.056%
8/14/2025Jane Street Group LLC18,513$50K0.0%N/A0.048%
8/14/2025The Manufacturers Life Insurance Company 32,518$87K0.0%-22.5%0.084%
8/14/2025NewEdge Advisors LLC44,083$118K0.0%N/A0.114%
8/13/2025Marshall Wace LLP49,465$133K0.0%N/A0.128%
8/12/2025XTX Topco Ltd16,817$45K0.0%N/A0.044%
8/12/2025Catalyst Funds Management Pty Ltd11,400$31K0.0%N/A0.030%
8/11/2025Knott David M Jr100,000$268K0.1%N/A0.259%
8/8/2025Creative Planning15,000$40K0.0%N/A0.039%
8/8/2025Geode Capital Management LLC302,082$810K0.0%-49.3%0.782%
8/1/2025Y Intercept Hong Kong Ltd45,447$122K0.0%N/A0.119%
7/24/2025IFP Advisors Inc85,358$229K0.0%-47.3%0.223%
6/27/2025Goldman Sachs Group Inc.48,729$209K0.0%-21.6%0.127%
5/16/2025Goldman Sachs Group Inc.48,729$209K0.0%-21.6%0.127%
5/13/2025HighTower Advisors LLC61,000$261K0.0%-10.9%0.159%
5/12/2025Nuveen LLC41,729$179K0.0%N/A0.109%
5/9/2025Deutsche Bank AG20,219$87K0.0%+67.3%0.053%
5/5/2025IFP Advisors Inc161,921$693K0.0%+106.4%0.423%
2/17/2025Millennium Management LLC21,513$86K0.0%N/A0.057%
2/17/2025Citadel Advisors LLC12,279$49K0.0%-39.0%0.032%
2/17/2025Bank of America Corp DE23,780$95K0.0%+42.0%0.063%
2/14/2025Boxer Capital Management LLC238,193$953K0.1%N/A0.627%
2/14/2025Northern Trust Corp236,761$947K0.0%+2.5%0.623%
2/14/2025The Manufacturers Life Insurance Company37,009$148K0.0%+11.1%0.097%
2/14/2025Price T Rowe Associates Inc. MD487,170$1.95M0.0%-5.0%1.282%
2/13/2025Barclays PLC37,786$152K0.0%+18.9%0.099%
2/13/2025Wells Fargo & Company MN13,156$53K0.0%+43.6%0.035%
2/12/2025Geode Capital Management LLC572,441$2.29M0.0%+0.9%1.506%
2/12/2025JPMorgan Chase & Co.49,405$198K0.0%+354.5%0.130%
2/7/2025HighTower Advisors LLC68,500$274K0.0%+34.3%0.180%
1/17/2025SG Americas Securities LLC12,785$51K0.0%+26.0%0.034%
11/21/2024SkyView Investment Advisors LLC12,284$63K0.0%-38.6%0.032%
11/19/2024Barclays PLC31,785$163K0.0%+281.3%0.084%
11/16/2024Geode Capital Management LLC567,219$2.92M0.0%+2.0%1.492%
11/15/2024Barclays PLC31,785$163K0.0%+281.3%0.084%
11/15/2024Jane Street Group LLC19,070$98K0.0%-19.8%0.050%
11/15/2024State Street Corp429,613$2.21M0.0%+12.4%1.130%
11/15/2024RTW Investments LP8,206,159$42.18M0.6%+46.0%21.587%
11/13/2024The Manufacturers Life Insurance Company33,305$171K0.0%-20.9%0.088%
11/12/2024Charles Schwab Investment Management Inc.217,008$1.12M0.0%+3.9%0.574%
11/1/2024ABLE Financial Group LLC13,402$69K0.0%N/A0.035%
10/3/2024SG Americas Securities LLC10,143$52K0.0%N/A0.028%
8/16/2024SkyView Investment Advisors LLC20,000$163K0.0%N/A0.056%
8/15/2024The Manufacturers Life Insurance Company42,082$343K0.0%+8.4%0.118%
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8/1/2024Rhumbline Advisers26,439$215K0.0%+192.7%0.074%
7/26/2024Bank of New York Mellon Corp70,682$576K0.0%+115.7%0.197%
5/15/2024Price T Rowe Associates Inc. MD571,075$3.01M0.0%-8.3%1.596%
5/11/2024Catalytic Wealth RIA LLC22,261$117K0.0%N/A0.062%
2/1/2024New York State Common Retirement Fund3,623$33K0.0%-68.6%0.010%
10/27/2023Allspring Global Investments Holdings LLC4,904$43K0.0%N/A0.014%
10/27/2023TD Asset Management Inc92,678$808K0.0%+100.0%0.259%
10/24/2023Bank of New York Mellon Corp40,290$351K0.0%+211.2%0.113%
10/18/2023UMB Bank n.a.3,160$28K0.0%N/A0.009%
10/13/2023Arkadios Wealth Advisors51,595$450K0.0%N/A0.144%


OBIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 57 institutional investors and hedge funds held shares of Orchestra BioMed. The most heavily invested institutionals were RTW Investments LP ($42.18M), Perceptive Advisors LLC ($21.41M), Alyeska Investment Group L.P. ($4.15M), Vanguard Group Inc. ($3.68M), Pathstone Holdings LLC ($2.50M), Geode Capital Management LLC ($1.97M), and Affinity Asset Advisors LLC ($1.71M).Learn more on Orchestra BioMed's institutional investors.

53.20% of Orchestra BioMed's stock is owned by institutional investors. Learn more on OBIO's institutional investor holdings.

Of the 52 institutional investors that purchased Orchestra BioMed's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RTW Investments LP ($2.59M), Alyeska Investment Group L.P. ($1.37M), Pathstone Holdings LLC ($1.01M), Vanguard Group Inc. ($324.56K), Knott David M Jr ($253.65K), Boxer Capital Management LLC ($238.19K), and Marshall Wace LLP ($221.15K).

Institutional investors have bought a total of 4,934,183 shares in the last 24 months. This purchase volume represents approximately $14.93M in transactions.

Of the 11 institutional investors that sold Orchestra BioMed's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alyeska Investment Group L.P. ($365.48K), Affinity Asset Advisors LLC ($324.72K), Renaissance Technologies LLC ($309.61K), Geode Capital Management LLC ($293.35K), Perceptive Advisors LLC ($254.65K), Millennium Management LLC ($166.20K), and IFP Advisors Inc ($76.56K).

Institutional investors have sold a total of 1,954,895 shares in the last 24 months. This volume of shares sold represents approximately $7.53M in transactions.


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This page (NASDAQ:OBIO) was last updated on 7/5/2026 by MarketBeat.com Staff.
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