Who owns Orchestra BioMed Holdings (OBIO)
Which tracked institutional funds hold OBIO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OBIO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
13 tracked funds added or opened OBIO while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OBIO’s largest tracked holder by dollar value, RTW INVESTMENTS, LP, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OBIO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 76 tracked filers holding OBIO, 47 increased or opened the position and 29 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases. A multi-insider buy cluster also fired inside the quarter.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OBIO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
- Flat Footed LLC$1M
Full exits 3
- MILLENNIUM MANAGEMENT LLC$3M
- MARSHALL WACE, LLP$789K
- 683 Capital Management, LLC$786K
Largest adds
- BlackRock, Inc.$8M
- RTW INVESTMENTS, LP$6M
- GEODE CAPITAL MANAGEMENT, LLC$2M
- RICE HALL JAMES & ASSOCIATES, LLC$2M
- STATE STREET CORP$2M
- UBS Group AG$1M
Largest trims
- Affinity Asset Advisors, LLC$2M
- VANGUARD CAPITAL MANAGEMENT LLC$639K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RTW INVESTMENTS, LP added | 9,556,063 | $41M | 30.1% | 2026-Q2 |
| PERCEPTIVE ADVISORS LLC | 5,037,906 | $22M | 15.9% | 2026-Q2 |
| BlackRock, Inc. added | 2,510,387 | $11M | 7.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,022,916 | $9M | 6.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,007,908 | $4M | 3.2% | 2026-Q2 |
| Alyeska Investment Group, L.P. | 1,000,000 | $4M | 3.1% | 2026-Q2 |
| Propel Bio Management, LLC | 896,701 | $4M | 2.8% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 642,154 | $3M | 2.0% | 2026-Q2 |
| STATE STREET CORP added | 516,050 | $2M | 1.6% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 424,000 | $2M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 349,544 | $2M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 343,640 | $1M | 1.1% | 2026-Q2 |
| UBS Group AG added | 325,773 | $1M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 292,253 | $1M | 0.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 274,973 | $1M | 0.9% | 2026-Q2 |
| Knott David M Jr | 253,651 | $1M | 0.8% | 2026-Q2 |
| Flat Footed LLC new | 251,372 | $1M | 0.8% | 2026-Q2 |
| Simplify Asset Management Inc. | 219,387 | $947K | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 179,606 | $775K | 0.6% | 2026-Q2 |
| DAFNA Capital Management LLC | 126,841 | $547K | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 90,000 | $388K | 0.3% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 89,608 | $387K | 0.3% | 2026-Q2 |
| Daytona Street Capital LLC added | 96,398 | $379K | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 86,103 | $372K | 0.3% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 80,600 | $348K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 65,804 | $284K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 56,191 | $242K | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 52,118 | $225K | 0.2% | 2026-Q2 |
| Holos Integrated Wealth LLC | 51,595 | $204K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC | 44,083 | $190K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 43,486 | $188K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 39,672 | $171K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 38,814 | $167K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 36,356 | $157K | 0.1% | 2026-Q2 |
| Affinity Asset Advisors, LLC trimmed | 33,400 | $144K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 32,689 | $142K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 31,940 | $138K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 29,160 | $126K | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 28,486 | $123K | 0.1% | 2026-Q2 |
| Meramec Financial Planners, LLC | 30,000 | $115K | 0.1% | 2026-Q2 |
| AXQ CAPITAL, LP new | 25,448 | $110K | 0.1% | 2026-Q2 |
| Invesco Ltd. new | 24,689 | $107K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC new | 23,994 | $104K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 23,822 | $103K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 20,880 | $99K | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 22,563 | $97K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 21,100 | $91K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 20,400 | $88K | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 20,165 | $87K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 18,352 | $79K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 15,360 | $66K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 13,948 | $60K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 13,518 | $58K | 0.0% | 2026-Q2 |
| ABLE Financial Group, LLC | 13,402 | $58K | 0.0% | 2026-Q2 |
| Sargent Investment Group, LLC new | 13,120 | $57K | 0.0% | 2026-Q2 |
| Frec Markets, Inc. | 13,048 | $56K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 11,755 | $51K | 0.0% | 2026-Q2 |
| Garden State Investment Advisory Services LLC | 10,562 | $46K | 0.0% | 2026-Q2 |
| China Universal Asset Management Co., Ltd. trimmed | 9,530 | $41K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 8,214 | $35K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 3,924 | $17K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 3,617 | $16K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 3,601 | $16K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 3,187 | $14K | 0.0% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 2,678 | $12K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 2,564 | $11K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,864 | $8K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 1,696 | $7K | 0.0% | 2026-Q2 |
| GF FUND MANAGEMENT CO. LTD. trimmed | 1,173 | $5K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 888 | $4K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 549 | $2K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 265 | $1K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 140 | $604 | 0.0% | 2026-Q2 |
| Optiver Holding B.V. trimmed | 40 | $173 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd new | 15 | $65 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 6 | $26 | 0.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 702,543 | $3M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| MARSHALL WACE, LLP added | 185,713 | $789K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| 683 Capital Management, LLC trimmed | 185,000 | $786K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Qube Research & Technologies Ltd added | 108,953 | $463K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Point72 Asset Management, L.P. trimmed | 87,888 | $374K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Hudson Bay Capital Management LP added | 71,134 | $302K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Brevan Howard Capital Management LP new | 36,769 | $156K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Catalyst Funds Management Pty Ltd added | 27,644 | $117K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cannon Global Investment Management, LLC new | 22,607 | $96K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Diametric Capital, LP new | 18,919 | $80K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 18,275 | $78K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 1,604,556 | $7M | 4.9% | 2025-Q4 stale (2 quarters behind) |
| ExodusPoint Capital Management, LP new | 95,635 | $397K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| TD Asset Management Inc trimmed | 45,692 | $190K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Squarepoint Ops LLC added | 44,343 | $184K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 32,518 | $135K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA ADVISERS, LP new | 27,100 | $112K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Lighthouse Investment Partners, LLC new | 24,900 | $103K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Cresset Asset Management, LLC new | 20,000 | $83K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Pathstone Holdings, LLC new | 1,006,018 | $2M | 1.8% | 2025-Q3 stale (3 quarters behind) |
| Knoll Capital Management, LLC | 455,128 | $421K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| AMH Equity Ltd new | 166,000 | $412K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Cubist Systematic Strategies, LLC added | 77,892 | $193K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| LASRY MARC | 60,869 | $151K | 0.1% | 2025-Q3 stale (3 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.