| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| RTW INVESTMENTS, LP | 20% | +29% | $49,561,068 | +$15,090,906 | 11,942,426 | +44% | RTW Investments, LP | 23 Feb 2026 |
| Medtronic plc | 15% | $14,848,357 | 5,868,916 | Medtronic plc | 31 Dec 2024 | |||
| PERCEPTIVE ADVISORS LLC | 10% | $14,085,110 | 5,679,480 | Perceptive Advisors LLC | 30 Sep 2025 | |||
| Tasso Partners, LLC | 5.5% | $7,684,508 | 3,098,592 | Dana Lorenzo | 15 Nov 2025 | |||
| BlackRock, Inc. | 3.7% | $3,619,674 | 1,430,701 | BlackRock, Inc. | 31 Mar 2025 |
As of 31 Dec 2025, 63 institutional investors reported holding 21,701,707 shares of Orchestra BioMed Holdings, Inc. - Common Stock, par value $0.0001 per share (OBIO). This represents 36% of the company’s total 60,621,452 outstanding shares.
The largest institutional shareholders of Orchestra BioMed Holdings, Inc. - Common Stock, par value $0.0001 per share (OBIO) together control 34% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RTW INVESTMENTS, LP | 14% | 8,306,063 | 0% | 0.35% | $34,470,161 |
| PERCEPTIVE ADVISORS LLC | 8.5% | 5,127,256 | -3.1% | 0.39% | $21,278,112 |
| VANGUARD GROUP INC | 2.6% | 1,604,556 | +8.3% | 0% | $6,658,907 |
| Alyeska Investment Group, L.P. | 1.6% | 1,000,000 | -27% | 0.01% | $4,150,000 |
| BlackRock, Inc. | 1% | 630,901 | -5% | 0% | $2,618,239 |
| Affinity Asset Advisors, LLC | 0.94% | 572,804 | -21% | 0.17% | $2,377,137 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.78% | 473,363 | +22% | 0% | $1,965,479 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.6% | 364,645 | -14% | 0% | $1,514,000 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.44% | 263,788 | +46% | 0% | $1,094,720 |
| Knott David M Jr | 0.41% | 250,000 | +28% | 0.48% | $1,037,500 |
| MILLENNIUM MANAGEMENT LLC | 0.4% | 243,473 | -35% | 0% | $1,010,413 |
| 683 Capital Management, LLC | 0.34% | 204,076 | 0.07% | $846,915 | |
| JANE STREET GROUP, LLC | 0.29% | 173,765 | +165% | 0% | $721,124 |
| MARSHALL WACE, LLP | 0.28% | 171,681 | 0% | $712,476 | |
| Point72 Asset Management, L.P. | 0.27% | 161,946 | 0% | $672,076 | |
| STATE STREET CORP | 0.26% | 159,033 | +58% | 0% | $659,987 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.26% | 155,130 | +58% | 0% | $643,790 |
| RENAISSANCE TECHNOLOGIES LLC | 0.25% | 151,300 | -60% | 0% | $627,895 |
| GOLDMAN SACHS GROUP INC | 0.22% | 134,073 | +467% | 0% | $556,403 |
| DAFNA Capital Management LLC | 0.21% | 126,841 | -65% | 0.12% | $526,390 |
| NORTHERN TRUST CORP | 0.18% | 110,899 | +8.1% | 0% | $460,231 |
| Qube Research & Technologies Ltd | 0.18% | 106,742 | +312% | 0% | $442,979 |
| ExodusPoint Capital Management, LP | 0.16% | 95,635 | 0% | $396,885 | |
| BARCLAYS PLC | 0.16% | 94,517 | +9451600% | 0% | $392,246 |
| IFP Advisors, Inc | 0.14% | 86,698 | 0% | 0.01% | $359,797 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 21,701,707 | $90,065,005 | -$304,511 | $4.15 | 63 |
| 2025 Q3 | 22,434,285 | $55,672,466 | +$11,747,809 | $2.48 | 49 |
| 2025 Q2 | 17,679,478 | $47,383,339 | -$3,869,274 | $2.68 | 57 |
| 2025 Q1 | 18,991,589 | $81,285,133 | -$1,022,777 | $4.28 | 55 |
| 2024 Q4 | 19,251,082 | $77,005,657 | -$602,359 | $4.00 | 53 |
| 2024 Q3 | 19,025,849 | $97,782,881 | +$23,796,821 | $5.14 | 47 |
| 2024 Q2 | 14,216,993 | $115,871,788 | +$7,254,151 | $8.15 | 46 |
| 2024 Q1 | 13,334,624 | $70,275,199 | +$299,341 | $5.27 | 42 |
| 2023 Q4 | 13,269,980 | $121,156,215 | +$1,621,325 | $9.13 | 39 |
| 2023 Q3 | 13,093,349 | $114,176,966 | +$20,438,436 | $8.72 | 42 |
| 2023 Q2 | 10,783,562 | $75,485,512 | +$5,117,242 | $7.00 | 39 |
| 2023 Q1 | 9,872,658 | $193,184,972 | +$179,728,876 | $19.57 | 22 |
| 2022 Q4 | 685,801 | $6,851,000 | +$6,851,000 | $9.99 | 1 |