Company · Ownership research

Orchestra BioMed Holdings, Inc. OBIO

CIK 0001814114 · CUSIP 68572M106

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 68572M106 (OBIO), not CUSIP 68572M906 (OBIO), CUSIP 68572M956 (OBIO), CUSIP G4411D109 (OBIO), and does not merge CUSIPs.

This page lists the top 20 of 55 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	RTW INVESTMENTS, LP CIK 1493215 · View history	$32.82M 8,206,162 shares	0.50%	+3(0.00%)Added	SEC filing ↗ Feb 14, 2025	▾
02	PERCEPTIVE ADVISORS LLC CIK 1224962 · View history	$18.37M 4,592,556 shares	0.51%	0(0.00%)Unchanged	SEC filing ↗ Feb 14, 2025	▾
03	BlackRock, Inc. CIK 2012383 · View history	$7.92M 1,978,830 shares	0.00%	+36.44K(+1.90%)Added	SEC filing ↗ Feb 7, 2025	▾
04	VANGUARD GROUP INC CIK 102909 · View history	$5.27M 1,317,570 shares	0.00%	+7.77K(+0.60%)Added	SEC filing ↗ Feb 11, 2025	▾
05	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$2.29M 572,441 shares	0.00%	+5.22K(+0.90%)Added	SEC filing ↗ Feb 12, 2025	▾
06	PRICE T ROWE ASSOCIATES INC /MD/ CIK 80255 · View history	$1.95M 487,170 shares	0.00%	-25.49K(-5.00%)Reduced	SEC filing ↗ Feb 14, 2025	▾
07	STATE STREET CORP CIK 93751 · View history	$1.79M 447,712 shares	0.00%	+18.10K(+4.20%)Added	SEC filing ↗ Feb 14, 2025	▾
08	Boxer Capital Management, LLC CIK 2018299 · View history	$952.77K 238,193 shares	0.08%	—	SEC filing ↗ Feb 14, 2025	▾
09	NORTHERN TRUST CORP CIK 73124 · View history	$947.04K 236,761 shares	0.00%	+5.72K(+2.50%)Added	SEC filing ↗ Feb 14, 2025	▾
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$874.62K 218,655 shares	0.00%	+1.65K(+0.80%)Added	SEC filing ↗ Feb 6, 2025	▾
11	TD Asset Management Inc CIK 1056053 · View history	$370.71K 92,678 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Feb 11, 2025	▾
12	IFP Advisors, Inc CIK 1641866 · View history	$313.78K 78,440 shares	0.01%	-749(-0.90%)Reduced	SEC filing ↗ Feb 4, 2025	▾
13	HighTower Advisors, LLC CIK 1462245 · View history	$274.00K 68,500 shares	0.00%	+17.50K(+34.30%)Added	SEC filing ↗ Feb 7, 2025	▾
14	GOLDMAN SACHS GROUP INC CIK 886982 · View history	$248.55K 62,137 shares	0.00%	+20.10K(+47.80%)Added	SEC filing ↗ Feb 11, 2025	▾
15	LASRY MARC CIK 1259927 · View history	$243.48K 60,869 shares	1.08%	0(0.00%)Unchanged	SEC filing ↗ Feb 14, 2025	▾
16	Bank of New York Mellon Corp CIK 1390777 · View history	$211.22K 52,805 shares	0.00%	+315(+0.60%)Added	SEC filing ↗ Feb 4, 2025	▾
17	MORGAN STANLEY CIK 895421 · Amended · View history	$206.52K 51,631 shares	0.00%	-7.94K(-13.30%)Reduced	SEC filing ↗ May 15, 2025	▾
18	Holos Integrated Wealth LLC CIK 2080096 · View history	$206.38K 51,595 shares	0.14%	—	SEC filing ↗ Aug 8, 2025	▾
19	JPMORGAN CHASE & CO CIK 19617 · View history	$197.62K 49,405 shares	0.00%	+38.53K(+354.50%)Added	SEC filing ↗ Feb 12, 2025	▾
20	Nuveen Asset Management, LLC CIK 1521019 · View history	$166.92K 41,729 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Feb 14, 2025	▾

Showing 20 / 55 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

19,251,092

Not deduplicated across managers

Disclosed value

$77.00M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Orchestra BioMed Holdings, Inc. · Q4 2024

Explore all 55 reporting institutions.

This page includes 20 of 55 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.