OBIO · Company research
Orchestra BioMed Holdings, Inc. (OBIO): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16522 | 78480 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Holos Integrated Wealth LLC | 2080096 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51595 | 204316 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 65 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| China Universal Asset Management Co., Ltd. | 1906594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9530 | 41122 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3617 | 15607 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31940 | 137813 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Flat Footed LLC | 1799456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 251372 | 1084670 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52118 | 224889 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Alyeska Investment Group, L.P. | 1453072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000000 | 4315000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28486 | 122917 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13948 | 60186 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2369 | 549 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35375 | 152643 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20400 | 88026 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1411 | 6000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 104548 | 451125 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15893 | 68578 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sargent Investment Group, LLC | 1766157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13120 | 56613 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CANADA PENSION PLAN INVESTMENT BOARD | 1283718 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21100 | 91047 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32689 | 142 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38814 | 167482 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140 | 604 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| RICE HALL JAMES & ASSOCIATES, LLC | 1230765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 424000 | 1829560 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3187 | 13751 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65804 | 283944 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PERCEPTIVE ADVISORS LLC | 1224962 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5037906 | 21738564 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 337345 | 1455644 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Affinity Asset Advisors, LLC | 1773195 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33400 | 144121 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AXQ CAPITAL, LP | 1916908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25448 | 109808 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 173 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 349544 | 1508282 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3924 | 16932 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 308187 | 1329827 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64 | 0 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 856460 | 3696819 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36356 | 156876 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Meramec Financial Planners, LLC | 2100778 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30000 | 114600 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Simplify Asset Management Inc. | 1846368 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 219387 | 946655 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22563 | 97359 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63063 | 272117 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Daytona Street Capital LLC | 2101936 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96398 | 379336 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80600 | 347789 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 349544 | 1508282 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 888 | 3765 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3601 | 15538 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RTW INVESTMENTS, LP | 1493215 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9556063 | 41234412 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43486 | 187642 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23994 | 103534 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8214 | 35443 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90000 | 388350 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15360 | 66278 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17865 | 77087 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Garden State Investment Advisory Services LLC | 1965351 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10562 | 45575 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1342322 | 5792119 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 292253 | 1261072 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 516050 | 2226756 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 274973 | 1186508 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 900 | 3884 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11755 | 50723 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| AdvisorNet Financial, Inc | 1409362 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1696 | 7318 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44083 | 190218 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2022916 | 8728883 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38888 | 167996 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10835 | 46753 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 26 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ABLE Financial Group, LLC | 1977500 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13402 | 57830 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Propel Bio Management, LLC | 1969764 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 896701 | 3869265 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mirae Asset Global Investments Co., Ltd. | 1569395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2678 | 11556 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 158 | 682 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23822 | 102792 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GF FUND MANAGEMENT CO. LTD. | 2057060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1173 | 5062 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Frec Markets, Inc. | 2111359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13048 | 56302 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2564 | 11063 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89608 | 386659 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 381 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56191 | 242464 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 642154 | 2770895 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Knott David M Jr | 1892770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 253651 | 1094504 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DAFNA Capital Management LLC | 1389933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126841 | 547319 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18352 | 79189 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.