Orchestra Biomed HoldingsOBIO

13F holders, Q4 2024 (December 31)
54holders +6
5new positions
3sold out
2famous investors
$4.00avg. 13F price*

At the end of Q4 2024, 54 institutions reported holding Orchestra Biomed Holdings Inc. (OBIO) in their 13F filings, up 6 from Q3 2024. 5 opened new positions and 3 sold out. The largest holders were RTW Investments, LP ($32.8M), Perceptive Advisors LLC ($18.4M) and BlackRock, Inc. ($7.9M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$202K
Exits3$161K

All 13F filers, Q3 2024 → Q4 2024: 244,409 shares bought and 75,660 shares sold, net +168,749 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 54 holders

RTW Investments, LP 0.50% Add +0.0% 8,206,162 $32.8M
Perceptive Advisors LLC 0.51% No change 4,592,556 $18.4M
BlackRock, Inc. 0.00% Add +1.9% 1,978,830 $7.9M
Vanguard Group Inc. 0.00% Add +0.6% 1,317,570 $5.3M
Geode Capital Management, LLC 0.00% Add +0.9% 572,441 $2.3M
T. Rowe Price Associates Inc. 0.00% Reduce -5.0% 487,170 $1.9M
State Street Corp. 0.00% Add +4.2% 447,712 $1.8M
Boxer Capital Management, LLC 0.08% — 238,193 $953K
Northern Trust Corp. 0.00% Add +2.5% 236,761 $947K
Charles Schwab Investment Management Inc. 0.00% Add +0.8% 218,655 $875K
TD Asset Management Inc 0.00% No change 92,678 $371K
IFP Advisors, Inc 0.01% Reduce -0.9% 78,440 $314K
HighTower Advisors, LLC 0.00% Add +34.3% 68,500 $274K
Goldman Sachs Group Inc. 0.00% Add +47.8% 62,137 $249K
Lasry Marc 1.08% No change 60,869 $243K
Bank of New York Mellon Corp 0.00% Add +0.6% 52,805 $211K
Morgan Stanley 0.00% Reduce -13.3% 51,631 $207K
Holos Integrated Wealth LLC 0.14% — 51,595 $206K
JPMorgan Chase & Co. 0.00% Add +354.5% 49,405 $198K
Nuveen Asset Management, LLC 0.00% No change 41,729 $167K
Barclays PLC 0.00% Add +18.9% 37,786 $151K
Manufacturers Life Insurance Company, The 0.00% Add +11.1% 37,009 $148K
Rhumbline Advisers 0.00% Add +4.0% 30,743 $123K
UBS Group AG 0.00% Add +109.6% 24,065 $96K
Bank of America Corp. 0.00% Add +42.0% 23,780 $95K
Millennium Management 0.00% New 21,513 $86K
Citigroup Inc. 0.00% Add +14.2% 19,247 $77K
ABLE Financial Group, LLC 0.02% No change 13,402 $54K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.8% 13,296 $53K
Wells Fargo & Company 0.00% Add +43.6% 13,156 $53K
SG Americas Securities, LLC 0.00% Add +26.1% 12,785 $51K
Citadel Advisors 0.00% Reduce -39.0% 12,279 $49K
Corebridge Financial, Inc. 0.00% Reduce -1.7% 12,208 $49K
Susquehanna International Group, LLP 0.00% New 12,169 $49K
Deutsche Bank AG 0.00% No change 12,085 $48K
Intech Investment Management LLC 0.00% New 10,491 $42K
Sei Investments Co. 0.00% No change 10,290 $41K
Police & Firemen's Retirement System of New Jersey 0.00% — 4,671 $19K
BNP Paribas Financial Markets 0.00% New 4,458 $18K
Royal Bank of Canada 0.00% Add +44.5% 4,064 $16K
New York State Common Retirement Fund 0.00% No change 3,623 $14K
Tower Research Capital LLC (TRC) 0.00% Add +21.2% 2,323 $9K
Legal & General Group Plc 0.00% No change 2,225 $9K
Harbour Investments, Inc. 0.00% New 1,988 $8K
California State Teachers Retirement System 0.00% Add +12.5% 1,893 $8K
Ameritas Investment Partners, Inc. 0.00% No change 1,396 $6K
FMR LLC 0.00% Reduce -65.0% 1,007 $4K
Amalgamated Bank 0.00% No change 512 $2K
Sterling Capital Management LLC 0.00% Add +771.7% 462 $2K
Russell Investments Group, Ltd. 0.00% Reduce -61.3% 125 $500
Sierra Ocean, LLC 0.00% — 119 $476
Nisa Investment Advisors, LLC 0.00% Add +2.9% 72 $288
SBI Securities Co., Ltd. 0.00% — 1 $4
Cwm, LLC 0.00% Add +25.0% 10 $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.