Orchestra Biomed HoldingsOBIO

13F holders, Q1 2024 (March 31)
43holders
$5.27avg. 13F price*

At the end of Q1 2024, 43 institutions reported holding Orchestra Biomed Holdings Inc. (OBIO) in their 13F filings. The largest holders were RTW Investments, LP ($29.6M), Perceptive Advisors LLC ($13.4M) and BlackRock Inc. ($7.6M).

Company
Orchestra Biomed Holdings Inc.
CUSIP
68572M106
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 43Q1 2024Q2 2024: 47Q2 2024Q3 2024: 48Q3 2024Q4 2024: 54Q4 2024Q1 2025: 56Q1 2025Q2 2025: 59Q2 2025Q3 2025: 52Q3 2025Q4 2025: 63Q4 2025Q1 2026: 65Q1 2026Q2 2026: 77Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions5$172K
Exits1$92K

Ownership 43 holders

RTW Investments, LP 0.44% No change 5,620,640 $29.6M
Perceptive Advisors LLC 0.24% Add +4.7% 2,545,881 $13.4M
BlackRock Inc. 0.00% Reduce -1.9% 1,441,189 $7.6M
Vanguard Group Inc. 0.00% Add +0.1% 1,228,347 $6.5M
T. Rowe Price Associates Inc. 0.00% Reduce -8.3% 571,075 $3.0M
Geode Capital Management, LLC 0.00% Add +3.4% 440,098 $2.3M
State Street Corp. 0.00% Reduce -10.8% 254,947 $1.3M
Boxer Capital, LLC 0.06% No change 238,193 $1.3M
Charles Schwab Investment Management Inc. 0.00% Add +2.4% 179,710 $947K
Northern Trust Corp. 0.00% Reduce -2.0% 140,037 $738K
SVB Financial Group 0.37% No change 127,068 $670K
TD Asset Management Inc 0.00% No change 92,678 $488K
Lasry Marc 0.27% No change 60,869 $321K
IFP Advisors, Inc 0.01% Add +1331.5% 59,122 $312K
HighTower Advisors, LLC 0.00% Add +231.3% 53,000 $280K
Arkadios Wealth Advisors 0.02% No change 51,595 $272K
Manufacturers Life Insurance Company, The 0.00% Reduce -2.8% 38,837 $205K
Bank of New York Mellon Corp 0.00% Reduce -30.6% 32,776 $173K
Nuveen Asset Management, LLC 0.00% Add +85.7% 22,296 $118K
GC Wealth Management RIA, LLC 0.02% New 22,261 $117K
Morgan Stanley 0.00% Reduce -27.6% 18,672 $98K
UBS Group AG 0.00% Add +9.6% 14,726 $78K
Barclays PLC 0.00% Reduce -48.1% 10,448 $55K
Sei Investments Co. 0.00% New 10,290 $54K
Rhumbline Advisers 0.00% Add +7.2% 9,034 $48K
Deutsche Bank AG 0.00% Reduce -4.0% 7,469 $39K
American International Group, Inc. 0.00% Reduce -0.9% 7,181 $38K
Harbour Investments, Inc. 0.00% Add +97.1% 6,900 $36K
JPMorgan Chase & Co. 0.00% Reduce -35.5% 6,196 $33K
Bank of America Corp. 0.00% Reduce -90.2% 4,448 $23K
Wells Fargo & Company 0.00% Add +15.1% 4,448 $23K
New York State Common Retirement Fund 0.00% Add +16.0% 4,202 $22K
Citigroup Inc. 0.00% Add +16.0% 2,403 $13K
Tower Research Capital LLC (TRC) 0.00% Reduce -30.7% 1,711 $9K
Legal & General Group Plc 0.00% No change 1,508 $8K
California State Teachers Retirement System 0.00% Reduce -38.9% 1,465 $8K
Ameritas Investment Partners, Inc. 0.00% No change 1,396 $7K
FMR LLC 0.00% Reduce -76.0% 802 $4K
Royal Bank of Canada 0.00% Reduce -87.4% 664 $4K
Amalgamated Bank 0.00% Reduce -90.0% 141 $1K
Nisa Investment Advisors, LLC 0.00% New 4 $21
Avior Wealth Management, LLC 0.00% New 3 $15
Cwm, LLC 0.00% New 2 $0

"% of holder's portfolio" is OBIO's weight in each manager's 13F, not the share of Orchestra Biomed Holdings Inc. the manager owns.