OBIO Institutional Ownership & Shareholders
ORCHESTRA BIOMED HOLDINGS IN (OBIO) is currently held by 75 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $116.98M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Rtw Investments, Lp is currently the largest disclosed institutional shareholder of OBIO tracked by InsiderSet, reporting ownership valued at approximately $41.23M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $55.47M, representing an estimated gain of +34.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed OBIO value among the investors covered in this analysis. Major shareholders include Rtw Investments, Lp, Perceptive Advisors Llc, Blackrock, Inc., and several other long-term asset managers with concentrated positions in ORCHESTRA BIOMED HOLDINGS IN (OBIO).
This page ranks the largest institutional OBIO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
75
Total Reported Value
$116.98M
Largest Holder
Rtw Investments, Lp
Largest Position
$41.23M
Insider Transactions (90d)
11
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rtw Investments, Lp | 0.35% | 9,556,063 | $41,234,412 | $55,472,946 | +$14,238,534 | +34.53% | |
| Perceptive Advisors Llc | 0.34% | 5,037,906 | $21,738,564 | $29,245,044 | +$7,506,480 | +34.53% | |
| Blackrock, Inc. | 0.00% | 2,510,387 | $10,832,320 | $14,572,797 | +$3,740,477 | +34.53% | |
| Vanguard Capital Management Llc | 0.00% | 2,022,916 | $8,728,883 | $11,743,027 | +$3,014,144 | +34.53% | |
| Geode Capital Management, Llc | 0.00% | 1,007,908 | $4,350,317 | $5,850,906 | +$1,500,589 | +34.49% | |
| Alyeska Investment Group, L.P. | 0.01% | 1,000,000 | $4,315,000 | $5,805,000 | +$1,490,000 | +34.53% | |
| Propel Bio Management, Llc | 2.02% | 896,701 | $3,869,265 | $5,205,349 | +$1,336,084 | +34.53% | |
| State Street Corp | 0.00% | 516,050 | $2,226,756 | $2,995,670 | +$768,914 | +34.53% | |
| Rice Hall James & Associates, Llc | 0.09% | 424,000 | $1,829,560 | $2,461,320 | +$631,760 | +34.53% | |
| Charles Schwab Investment Management Inc | 0.00% | 349,544 | $1,508,282 | $2,029,103 | +$520,821 | +34.53% | |
| Northern Trust Corp | 0.00% | 343,640 | $1,482,807 | $1,994,830 | +$512,023 | +34.53% | |
| Ubs Group Ag | 0.00% | 325,773 | $1,405,711 | $1,891,112 | +$485,401 | +34.53% | |
| Vanguard Fiduciary Trust Co | 0.00% | 292,253 | $1,261,072 | $1,696,529 | +$435,457 | +34.53% | |
| Vanguard Portfolio Management Llc | 0.00% | 274,973 | $1,186,508 | $1,596,218 | +$409,710 | +34.53% | |
| Knott David M Jr | 0.58% | 253,651 | $1,094,504 | $1,472,444 | +$377,940 | +34.53% | |
| Flat Footed Llc | 0.19% | 251,372 | $1,084,670 | $1,459,214 | +$374,544 | +34.53% | |
| Simplify Asset Management Inc. | 0.01% | 219,387 | $946,655 | $1,273,542 | +$326,887 | +34.53% | |
| Goldman Sachs Group Inc | 0.00% | 179,606 | $775,000 | $1,042,613 | +$267,613 | +34.53% | |
| Daytona Street Capital Llc | 0.53% | 123,148 | $743,814 | $714,874 | -$28,940 | -3.89% | |
| Ifp Advisors, Inc | 0.01% | 90,528 | $563,084 | $525,515 | -$37,569 | -6.67% | |
| Dafna Capital Management Llc | 0.10% | 126,841 | $547,319 | $736,312 | +$188,993 | +34.53% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 90,000 | $388,350 | $522,450 | +$134,100 | +34.53% |
| Bank Of New York Mellon Corp | 0.00% | 86,103 | $371,534 | $499,828 | +$128,294 | +34.53% | |
| Bridgeway Capital Management, Llc | 0.01% | 80,600 | $347,789 | $467,883 | +$120,094 | +34.53% | |
| Susquehanna International Group, Llp | 0.00% | 65,804 | $283,944 | $381,992 | +$98,048 | +34.53% | |
| Citadel Advisors Llc | 0.00% | 56,191 | $242,464 | $326,189 | +$83,725 | +34.53% | |
| Nuveen, Llc | 0.00% | 52,118 | $224,889 | $302,545 | +$77,656 | +34.53% | |
| Holos Integrated Wealth Llc | 0.10% | 51,595 | $204,316 | $299,509 | +$95,193 | +46.59% | |
| Newedge Advisors, Llc | 0.00% | 44,083 | $190,218 | $255,902 | +$65,684 | +34.53% | |
| Deutsche Bank Ag\ | 0.00% | 39,672 | $171,383 | $230,296 | +$58,913 | +34.38% | |
| Xtx Topco Ltd | 0.00% | 38,814 | $167,482 | $225,315 | +$57,833 | +34.53% | |
| Wells Fargo & Company/Mn | 0.00% | 36,356 | $156,876 | $211,047 | +$54,171 | +34.53% | |
| Affinity Asset Advisors, Llc | 0.01% | 33,400 | $144,121 | $193,887 | +$49,766 | +34.53% | |
| Price T Rowe Associates Inc | 0.00% | 32,689 | $142,000 | $189,760 | +$47,760 | +33.63% | |
| Rhumbline Advisers | 0.00% | 31,940 | $137,813 | $185,412 | +$47,599 | +34.54% | |
| Morgan Stanley | 0.00% | 29,160 | $125,826 | $169,274 | +$43,448 | +34.53% | |
| Algert Global Llc | 0.00% | 28,486 | $122,917 | $165,361 | +$42,444 | +34.53% | |
| Meramec Financial Planners, Llc | 0.04% | 30,000 | $114,600 | $174,150 | +$59,550 | +51.96% | |
| Axq Capital, Lp | 0.01% | 25,448 | $109,808 | $147,726 | +$37,918 | +34.53% | |
| Invesco Ltd. | 0.00% | 24,689 | $106,533 | $143,320 | +$36,787 | +34.53% | |
| Metlife Investment Management, Llc | 0.00% | 23,994 | $103,534 | $139,285 | +$35,751 | +34.53% | |
| Bank Of America Corp | 0.00% | 23,822 | $102,792 | $138,287 | +$35,495 | +34.53% | |
| Jpmorgan Chase & Co | 0.00% | 20,880 | $99,181 | $121,208 | +$22,027 | +22.21% | |
| Two Sigma Investments, Lp | 0.00% | 22,563 | $97,359 | $130,978 | +$33,619 | +34.53% | |
| Canada Pension Plan Investment Board | 0.00% | 21,100 | $91,047 | $122,486 | +$31,439 | +34.53% | |
| New York State Common Retirement Fund | 0.00% | 20,400 | $88,026 | $118,422 | +$30,396 | +34.53% | |
| Citigroup Inc | 0.00% | 20,165 | $87,012 | $117,058 | +$30,046 | +34.53% | |
| Able Financial Group, Llc | 0.01% | 13,402 | $83,360 | $77,799 | -$5,561 | -6.67% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 18,352 | $79,189 | $106,533 | +$27,344 | +34.53% | |
| Jane Street Group, Llc | 0.00% | 15,360 | $66,278 | $89,165 | +$22,887 | +34.53% |
Frequently asked questions about OBIO
Who are the largest institutional holders of OBIO?
The largest institutional holders of OBIO reported in the latest SEC Form 13F filings include Rtw Investments, Lp, Perceptive Advisors Llc, Blackrock, Inc., Vanguard Capital Management Llc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported OBIO position.
What is OBIO institutional ownership?
This page tracks OBIO positions reported by institutional investment managers through SEC Form 13F. ORCHESTRA BIOMED HOLDINGS IN (OBIO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OBIO?
InsiderSet currently tracks 75 institutional managers reporting OBIO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OBIO shareholders.
How much OBIO stock do institutions own?
Institutional investment managers disclosed approximately $116.98M in OBIO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OBIO institutional ownership last updated?
The latest OBIO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OBIO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OBIO position after the reporting date.
Are institutions buying or selling OBIO?
Institutional buying and selling can be analyzed by comparing OBIO positions across consecutive 13F reporting periods. InsiderSet's OBIO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OBIO ownership changes.
How has OBIO institutional ownership changed over time?
InsiderSet tracks OBIO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.