Orchestra BioMed Holdings OBIO Institutional Ownership

NASDAQ OBIO

$5.07 +0.33 (+6.96%)

As of: Sep 4, 2026 · 3:16 PM EDT

Institutions by Trading Activity

77 Institutions

Increased 47 61.0%

Unchanged 15 19.5%

Reduced 15 19.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

43.93%

▲+7.10 pp QoQ

Shares Held by Institutions

28.03Mn

of 63.81Mn outstanding

▲+29.74% QoQ

Shares Outstanding

63.81Mn

35.78Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+12 vs prior quarter

Net Shares Added (QoQ)

+6.42Mn

accumulated since last quarter

Value of Holdings

$132.86Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Orchestra BioMed Holdings, Inc. (NASDAQ:OBIO) has 77 institutional investors with active 13F positions as of June 2026.

These investors held 43.9% of outstanding shares in June 2026, up from 36.8% in March 2026.
Their total shares held in OBIO increased 29.74% quarter over quarter, and separately, investors owning Orchestra BioMed Holdings increased 35.09% from a year ago.
Of these 77 funds, 47 grew their exposure to Orchestra BioMed Holdings, 15 cut back, and 15 maintained positions.
Altogether, these fund groups held 28.03Mn shares in OBIO by June 2026, up by 6.42Mn shares quarter on quarter, and up 9.92Mn shares year over year.
RTW INVESTMENTS, LP leads ownership in OBIO with 9.56Mn shares as of June 30, 2026, equal to 14.98% of outstanding shares.
The largest buyers of Orchestra BioMed Holdings for the quarter ending June 2026 were BlackRock, Inc. (1.87Mn), RTW INVESTMENTS, LP (1.25Mn), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (642.15K), GEODE CAPITAL MANAGEMENT, LLC (522.42K), RICE HALL JAMES & ASSOCIATES, LLC (405.0K).
The largest sellers of Orchestra BioMed Holdings for the quarter ending June 2026 were Affinity Asset Advisors, LLC (369.15K), VANGUARD CAPITAL MANAGEMENT LLC (181.4K), Barclays Plc (45.82K), JANE STREET GROUP, LLC (40.32K), TWO SIGMA INVESTMENTS, LP (37.54K).
Per Business Quant, the top 10 investors in OBIO for the quarter ending June 2026 include RTW INVESTMENTS, LP (9.56Mn), PERCEPTIVE ADVISORS LLC (5.04Mn), BlackRock, Inc. (2.51Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.02Mn), GEODE CAPITAL MANAGEMENT, LLC (1.01Mn), Alyeska Investment Group, L.P. (1.0Mn), Propel Bio Management, LLC (896.7K), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (642.15K), State Street Corp (516.05K), RICE HALL JAMES & ASSOCIATES, LLC (424.0K).

Form 13F Holdings

77 Institutional Holders

Report period 30 Jun, 2026

Total shares held 28.03Mn

Of outstanding 43.93%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	RTW INVESTMENTS, LP	0001493215	9,556,063	14.98%	▲1,250,000	+15.05%	$41.23Mn
2	PERCEPTIVE ADVISORS LLC	0001224962	5,037,906	7.89%	0	0.00%	$21.74Mn
3	BlackRock, Inc.	0002012383	2,510,387	3.93%	▲1,874,673	+294.89%	$10.83Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,022,916	3.17%	▼181,403	-8.23%	$8.73Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,007,908	1.58%	▲522,416	+107.61%	$4.35Mn
6	Alyeska Investment Group, L.P.	0001453072	1,000,000	1.57%	0	0.00%	$4.32Mn
7	Propel Bio Management, LLC	0001969764	896,701	1.41%	0	0.00%	$3.87Mn
8	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0000861177	642,154	1.01%	▲642,154	0.00%	$2.77Mn
9	State Street Corp	0000093751	516,050	0.81%	▲346,640	+204.62%	$2.23Mn
10	RICE HALL JAMES & ASSOCIATES, LLC	0001230765	424,000	0.66%	▲404,999	+2,131.46%	$1.83Mn
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	349,544	0.55%	▲84,045	+31.66%	$1.51Mn
11	Sixth Street Partners Management Company, L.P.	0001812095	349,544	0.55%	▲349,544	0.00%	$1.51Mn
12	Northern Trust Corp	0000073124	343,640	0.54%	▲225,366	+190.55%	$1.48Mn
13	UBS Group AG	0001610520	325,773	0.51%	▲275,463	+547.53%	$1.41Mn
14	VANGUARD FIDUCIARY TRUST CO	0000933478	292,253	0.46%	▲57,039	+24.25%	$1.26Mn
15	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	274,973	0.43%	▲274,973	0.00%	$1.19Mn
16	Knott David M Jr	0001892770	253,651	0.40%	0	0.00%	$1.09Mn
17	Flat Footed LLC	0001799456	251,372	0.39%	▲251,372	0.00%	$1.08Mn
18	Simplify Asset Management Inc.	0001846368	219,387	0.34%	0	0.00%	$946.66K
19	Goldman Sachs Group Inc	0000886982	179,606	0.28%	▲24,364	+15.69%	$775.00K

Showing 1 to 20 of 77 holders