| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| RTW INVESTMENTS, LP | 15% | -29% | $22,011,067 | 8,306,063 | 0% | RTW Investments, LP | 04 Aug 2025 | |
| Medtronic plc | 15% | $16,374,276 | 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% | $3,991,656 | 1,430,701 | BlackRock, Inc. | 31 Mar 2025 |
As of 30 Sep 2025, 51 institutional investors reported holding 22,919,413 shares of Orchestra BioMed Holdings, Inc. - Common Stock, par value $0.0001 per share (OBIO). This represents 41% of the company’s total 56,338,036 outstanding shares.
The largest institutional shareholders of Orchestra BioMed Holdings, Inc. - Common Stock, par value $0.0001 per share (OBIO) together control 40% 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 | 15% | 8,306,063 | +0% | 0.25% | $20,599,036 |
| PERCEPTIVE ADVISORS LLC | 9.4% | 5,292,556 | +15% | 0.38% | $13,125,539 |
| VANGUARD GROUP INC | 2.6% | 1,481,875 | +28% | 0% | $3,675,050 |
| Alyeska Investment Group, L.P. | 2.4% | 1,365,482 | 0.01% | $3,386,395 | |
| Pathstone Holdings, LLC | 1.8% | 1,006,018 | 0.01% | $2,494,924 | |
| Affinity Asset Advisors, LLC | 1.3% | 727,272 | 0.17% | $1,803,635 | |
| BlackRock, Inc. | 1.2% | 664,333 | -2.5% | 0% | $1,647,546 |
| Knoll Capital Management, LLC | 0.81% | 455,128 | 0% | 0.23% | $421,163 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.75% | 421,612 | -3.8% | 0% | $1,046,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.69% | 386,799 | +28% | 0% | $959,585 |
| RENAISSANCE TECHNOLOGIES LLC | 0.68% | 380,508 | +125% | 0% | $943,660 |
| MILLENNIUM MANAGEMENT LLC | 0.66% | 373,987 | -8.7% | 0% | $927,488 |
| DAFNA Capital Management LLC | 0.65% | 363,636 | 0.22% | $901,817 | |
| Knott David M Jr | 0.35% | 195,000 | +95% | 0.2% | $483,600 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.32% | 180,439 | +30% | 0% | $447,489 |
| AMH Equity Ltd | 0.29% | 166,000 | 0.52% | $411,680 | |
| NORTHERN TRUST CORP | 0.18% | 102,572 | +2.1% | 0% | $254,379 |
| STATE STREET CORP | 0.18% | 100,733 | -23% | 0% | $249,818 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.17% | 98,105 | -17% | 0% | $243,300 |
| TD Asset Management Inc | 0.16% | 92,678 | 0% | 0% | $229,841 |
| IFP Advisors, Inc | 0.15% | 86,698 | +1.6% | 0.01% | $215,011 |
| Cubist Systematic Strategies, LLC | 0.14% | 77,892 | +340% | 0% | $193,172 |
| JANE STREET GROUP, LLC | 0.12% | 65,524 | +254% | 0% | $162,499 |
| LASRY MARC | 0.11% | 60,869 | 0% | 1% | $150,955 |
| CITADEL ADVISORS LLC | 0.1% | 54,002 | +9.2% | 0% | $133,925 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 51,595 | $222,374 | $4.31 | 1 | |
| 2025 Q3 | 22,919,413 | $56,168,029 | +$11,822,203 | $2.48 | 51 |
| 2025 Q2 | 17,679,478 | $47,383,339 | -$3,869,284 | $2.68 | 57 |
| 2025 Q1 | 18,991,589 | $81,285,627 | -$1,022,773 | $4.28 | 55 |
| 2024 Q4 | 19,199,487 | $76,798,785 | -$539,360 | $4.00 | 52 |
| 2024 Q3 | 19,025,849 | $97,783,259 | +$23,796,820 | $5.14 | 47 |
| 2024 Q2 | 14,216,993 | $115,872,261 | +$7,548,898 | $8.15 | 46 |
| 2024 Q1 | 13,122,958 | $69,159,471 | +$81,607 | $5.27 | 35 |
| 2023 Q4 | 13,269,980 | $121,156,137 | +$1,560,391 | $9.13 | 39 |
| 2023 Q3 | 13,091,525 | $114,161,215 | +$20,426,958 | $8.72 | 41 |
| 2023 Q2 | 10,783,562 | $75,485,712 | +$5,313,437 | $7.00 | 39 |
| 2023 Q1 | 9,869,678 | $193,150,702 | +$179,532,879 | $19.57 | 21 |
| 2022 Q4 | 685,801 | $6,851,000 | +$6,851,015 | $9.99 | 1 |