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Orchestra BioMed (OBIO) Institutional Ownership

Orchestra BioMed logo
$5.76 +0.04 (+0.61%)
As of 11:35 AM Eastern
This is a fair market value 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)
38
Total
Institutional Inflows
(last 12 months)
$31.49M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$6.69M
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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
9/9/2026IFP Advisors Inc89,608$387K0.0%-9.4%0.149%
8/26/2026HighTower Advisors LLC35,375$153K0.0%+93.6%0.059%
8/21/2026AXQ Capital LP25,448$110K0.0%N/A0.042%
8/20/2026Susquehanna International Group LLP65,804$284K0.0%-32.5%0.109%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC642,154$2.77M0.0%N/A1.068%
8/17/2026Bank of America Corp DE23,822$103K0.0%N/A0.040%
8/15/2026Flat Footed LLC251,372$1.08M0.0%N/A0.418%
8/14/2026Canada Pension Plan Investment Board21,100$91K0.0%N/A0.035%
8/14/2026Algert Global LLC28,486$123K0.0%+94.4%0.047%
8/7/2026BlackRock Inc.2,510,387$10.83M0.0%N/A4.192%
8/7/2026Deutsche Bank AG39,672$171K0.0%N/A0.066%
8/7/2026Rice Hall James & Associates LLC424,000$1.83M0.1%N/A0.708%
8/6/2026Bank of New York Mellon Corp86,103$372K0.0%N/A0.144%
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%
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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%
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%
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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%


OBIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 63 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), BlackRock Inc. ($10.83M), Alyeska Investment Group L.P. ($4.15M), Vanguard Group Inc. ($3.68M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.77M), and Pathstone Holdings LLC ($2.50M).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 56 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), BlackRock Inc. ($2.51M), Alyeska Investment Group L.P. ($1.37M), Pathstone Holdings LLC ($1.01M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($642.15K), Rice Hall James & Associates LLC ($443.00K), and Vanguard Group Inc. ($324.56K).

Institutional investors have bought a total of 8,632,102 shares in the last 24 months. This purchase volume represents approximately $31.49M in transactions.

Of the 10 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), Perceptive Advisors LLC ($254.65K), Millennium Management LLC ($166.20K), Price T Rowe Associates Inc. MD ($56.97K), and OMERS ADMINISTRATION Corp ($50.90K).

Institutional investors have sold a total of 1,616,512 shares in the last 24 months. This volume of shares sold represents approximately $6.69M in transactions.


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Institutional ownership data for NASDAQ:OBIO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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