Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in OBIO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | RTW INVESTMENTS, LP | 8.3M | $35.3M | 0.0% | 13.871% | 0.35% |
| 2 | PERCEPTIVE ADVISORS LLC | 5.0M | $21.4M | -1.7% | 8.413% | 0.42% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | $9.4M | β | 3.681% | 0.00% |
| 4 | Alyeska Investment Group, L.P. | 1.0M | $4.3M | 0.0% | 1.670% | 0.01% |
| 5 | Propel Bio Management, LLC | 897K | $3.8M | β | 1.498% | 2.41% |
| 6 | MILLENNIUM MANAGEMENT LLC | 703K | $3.0M | +188.5% | 1.173% | 0.00% |
| 7 | BlackRock, Inc. | 636K | $2.7M | +0.8% | 1.062% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 485K | $2.1M | +2.6% | 0.811% | 0.00% |
| 9 | Affinity Asset Advisors, LLC | 403K | $1.7M | -29.7% | 0.672% | 0.10% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 265K | $1.1M | +0.7% | 0.443% | 0.00% |
| 11 | Knott David M Jr | 254K | $1.1M | +1.5% | 0.424% | 0.64% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 235K | $1000K | β | 0.393% | 0.00% |
| 13 | Simplify Asset Management Inc. | 219K | $932K | β | 0.366% | 0.01% |
| 14 | MARSHALL WACE, LLP | 188K | $801K | +9.8% | 0.315% | 0.00% |
| 15 | 683 Capital Management, LLC | 185K | $786K | -9.3% | 0.309% | 0.06% |
| 16 | STATE STREET CORP | 169K | $720K | +6.5% | 0.283% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 155K | $660K | +15.8% | 0.259% | 0.00% |
| 18 | DAFNA Capital Management LLC | 127K | $539K | 0.0% | 0.212% | 0.12% |
| 19 | NORTHERN TRUST CORP | 118K | $503K | +6.7% | 0.198% | 0.00% |
| 20 | Qube Research & Technologies Ltd | 109K | $463K | +2.1% | 0.182% | 0.00% |
| 21 | IFP Advisors, Inc | 99K | $420K | +14.1% | 0.165% | 0.01% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 98K | $414K | -37.1% | 0.163% | 0.00% |
| 23 | Point72 Asset Management, L.P. | 88K | $374K | -45.7% | 0.147% | 0.00% |
| 24 | CITADEL ADVISORS LLC | 79K | $337K | β | 0.132% | 0.00% |
| 25 | Hudson Bay Capital Management LP | 71K | $302K | +43.9% | 0.119% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in OBIO β a direct measure of their conviction.
Filings activity in OBIO during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 63 | +1.6% | 39.81% | +3.83 pp | $98M | +11% |
| Q4 2025 | 62 | +22% | 35.98% | +13.62 pp | $88M | +61% |
| Q3 2025 | 51 | 14% | 22.36% | +3.50 pp | $55M | +19% |
| Q2 2025 | 59 | +5.4% | 18.86% | 13.30 pp | $46M | 41% |
| Q1 2025 | 56 | +3.7% | 32.16% | +1.76 pp | $79M | +5.8% |
| Q4 2024 | 54 | +13% | 30.40% | 8.07 pp | $75M | 21% |
| Q3 2024 | 48 | +0.0% | 38.47% | 6.72 pp | $94M | 15% |
| Q2 2024 | 48 | β | 45.19% | β | $111M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 14, 2026 | Fain Eric S | Buy | 20K | $4.13 | $83K |
Quick answers to the most common questions about buying OBIO stock.
Based on Q1 2026 13F filings, institutional ownership of Orchestra BioMed Holdings, Inc. stands at 39.8%, held across 63 reporting institutions.
RTW INVESTMENTS, LP is the largest reported institutional holder of OBIO, with approximately 8,306,063 shares worth $0.04B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of OBIO, including MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Point72 Asset Management, L.P., CITADEL ADVISORS LLC.
Our composite Smart Money Score for OBIO is 71 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
20 institutions opened new positions in OBIO during Q1 2026, while 19 fully exited. 31 added to existing positions and 12 trimmed.
OBIO institutional ownership rose by 3.83 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 86.7% of all reported 13F value in OBIO, and the top 25 account for 96.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Orchestra BioMed Holdings, Inc. (OBIO) Institutional Ownership