OBIO · Orchestra BioMed Holdings, Inc. · Shareholders & Ownership

$5.82 +0.17 (+3.01%) At close · Oct 20

Russell 2000 member Rebalance outlook locked

Market Cap

$339.59M

60.11M

Volume · Oct 20 992.16K Avg daily vol (3M) 316.66K

Every disclosed holder of OBIO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns OBIO

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	77	27,676,006	46.05%	Yes
Insiders (Forms 3, 4, 5)	10	3,234,668	5.38%	Yes
13D/G-only blocks	3	14,882,922	24.76%	Yes
Remaining	—	14,311,453	23.81%	Rest
Registered funds (N-PORT, not summed)	65	5,581,485	9.29%	No

Shares outstanding: 60,105,049, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of OBIO

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Medtronic plc 13G CIK 1613103 · Non-US institution · Dec 31, 2025 Rule 13d-1(c), passive investor	10,078,625	16.77%	+4,209,709	Dec 31, 2025	Rule 13d-1(c), passive investor
2	RTW INVESTMENTS, LP 13F CIK 1493215 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,556,063	15.90%	+1,250,000	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	RTW INVESTMENTS, LP Insider CIK 1493215 · Apr 27, 2026 10% Owner, issuer-wide, not summed	9,556,063	15.90%	+1,250,000	Apr 27, 2026	10% Owner, issuer-wide, not summed
3	PERCEPTIVE ADVISORS LLC 13F CIK 1224962 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,037,906	8.38%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	PERCEPTIVE ADVISORS LLC Insider CIK 1224962 · Aug 1, 2025 10% Owner, issuer-wide, not summed	5,292,556	8.81%	+700,000	Aug 1, 2025	10% Owner, issuer-wide, not summed
4	Dana Lorenzo 13G CIK 1965743 · Unknown · Nov 15, 2025 Rule 13d-1(c), passive investor	3,098,592	5.16%	—	Nov 15, 2025	Rule 13d-1(c), passive investor
5	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,510,387	4.18%	+1,874,673	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	830,752	1.38%	—	Jun 30, 2026	iShares Trust, not summed
5.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	374,286	0.62%	—	Jun 30, 2026	iShares Trust, not summed
5.3	BlackRock Health Sciences Opportunities Portfolio Fund S000001877 · Registered fund · May 29, 2026 BlackRock Funds, not summed	206,130	0.34%	0	May 29, 2026	BlackRock Funds, not summed
5.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	133,768	0.22%	+32,961	Jun 30, 2026	iShares Trust, not summed
5.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	74,501	0.12%	—	Jun 30, 2026	Quantitative Master Series LLC, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,022,916	3.37%	-181,403	Jun 30, 2026	carried, not yet filed for the newest quarter
7	HSAC 2 Holdings, LLC 13D CIK 1814116 · Aug 5, 2024	1,705,705	2.84%	—	Aug 5, 2024
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,470,063	2.45%	-257,900	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Sherman Darren Insider CIK 1723524 · Oct 1, 2026 Director, See Remarks, issuer-wide	1,121,402	1.87%	-15,000	Oct 1, 2026	Director, See Remarks, issuer-wide
10	Hochman David P Insider CIK 1292834 · Sep 10, 2026 Director, See Remarks, issuer-wide	1,070,603	1.78%	—	Sep 10, 2026	Director, See Remarks, issuer-wide
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,007,908	1.68%	+522,416	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,000	1.66%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Propel Bio Management, LLC 13F CIK 1969764 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	896,701	1.49%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
14	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	642,154	1.07%	+642,154	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Taylor Andrew Lawrence Insider CIK 1723889 · Aug 26, 2026 Chief Financial Officer, issuer-wide	589,989	0.98%	-3,076	Aug 26, 2026	Chief Financial Officer, issuer-wide
16	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	516,050	0.86%	+346,640	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,006	0.00%	—	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
17	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	498,632	0.83%	+71,874	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	RICE HALL JAMES & ASSOCIATES, LLC 13F CIK 1230765 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	424,000	0.71%	+404,999	Jun 30, 2026	carried, not yet filed for the newest quarter
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	349,544	0.58%	+84,045	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	178,322	0.30%	-2,834	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	97,254	0.16%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	43,636	0.07%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	40,496	0.07%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	343,640	0.57%	+225,366	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	18,442	0.03%	—	Jun 30, 2026	Northern Funds, not summed
20.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,620	0.02%	-454	Jun 30, 2026	Northern Funds, not summed
21	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	325,773	0.54%	+275,463	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	292,253	0.49%	+57,039	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	274,973	0.46%	+274,973	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Knott David M Jr 13F CIK 1892770 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	253,651	0.42%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Flat Footed LLC 13F CIK 1799456 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	251,372	0.42%	+251,372	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Simplify Asset Management Inc. 13F CIK 1846368 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	219,387	0.37%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Simplify Propel Opportunities ETF Fund S000078061 · Registered fund · Jun 30, 2026 Simplify Exchange Traded Funds, not summed	219,387	0.37%	0	Jun 30, 2026	Simplify Exchange Traded Funds, not summed
27	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	179,606	0.30%	+24,364	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	20,207	0.03%	+9,904	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
28	DAFNA Capital Management LLC 13F CIK 1389933 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	126,841	0.21%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Daytona Street Capital LLC 13F CIK 2101936 · Unknown · Sep 30, 2026	123,148	0.20%	+26,750	Sep 30, 2026
30	Aryeh Jason Insider CIK 1376960 · May 18, 2026 Director, issuer-wide	118,118	0.20%	+665	May 18, 2026	Director, issuer-wide
31	Fain Eric S Insider CIK 1402222 · Aug 12, 2026 Director, issuer-wide	99,630	0.17%	-114,181	Aug 12, 2026	Director, issuer-wide
32	IFP Advisors, Inc 13F CIK 1641866 · Registered investment adviser · Sep 30, 2026	90,528	0.15%	+920	Sep 30, 2026
33	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	90,000	0.15%	+19,100	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Clearwater Select Equity Fund Fund S000000698 · Registered fund · Jun 30, 2026 Clearwater Investment Trust, not summed	86,424	0.14%	+82,512	Jun 30, 2026	Clearwater Investment Trust, not summed
35	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	86,103	0.14%	+86,103	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	80,600	0.13%	+10,000	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	73,500	0.12%	+10,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
37	Mack John Prosper Insider CIK 2031699 · Aug 12, 2026 Director, issuer-wide	66,544	0.11%	-79,824	Aug 12, 2026	Director, issuer-wide
38	Connealy Pamela Ann Insider CIK 1796310 · Jun 23, 2026 CFO & COO, issuer-wide	66,038	0.11%	+17,327	Jun 23, 2026	CFO & COO, issuer-wide
39	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	65,804	0.11%	-31,717	Jun 30, 2026	carried, not yet filed for the newest quarter
40	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	56,191	0.09%	-22,994	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Pacitti David Insider CIK 1722733 · Aug 12, 2026 Chief Executive Officer, issuer-wide	54,750	0.09%	-66,056	Aug 12, 2026	Chief Executive Officer, issuer-wide
42	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	52,118	0.09%	+52,118	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	52,118	0.09%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
43	Holos Integrated Wealth LLC 13F CIK 2080096 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	51,595	0.09%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
44	NewEdge Advisors, LLC 13F CIK 1633516 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	44,083	0.07%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
45	EQ/2000 Managed Volatility Portfolio Fund S000025800 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	41,425	0.07%	—	Jun 30, 2026	EQ Advisors Trust, not summed
46	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	39,672	0.07%	+39,672	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	6,295	0.01%	—	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
47	XTX Topco Ltd 13F CIK 1828301 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	38,814	0.06%	+38,814	Jun 30, 2026	carried, not yet filed for the newest quarter
48	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	36,356	0.06%	+36,356	Jun 30, 2026	carried, not yet filed for the newest quarter
49	HighTower Advisors, LLC 13F CIK 1462245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	35,375	0.06%	+17,100	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Affinity Asset Advisors, LLC 13F CIK 1773195 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	33,400	0.06%	-369,150	Jun 30, 2026	carried, not yet filed for the newest quarter

2 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 127 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1814114 CUSIP 68572M106 13F (30d) 6 filings 6 filers Visit website Investor relations