Orchestra BioMed Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RTW INVESTMENTS, LP | 11/14/2025 | 8.31 M | $20.60 M | 0.00% | 21.63% |
| PERCEPTIVE ADVISORS LLC | 11/14/2025 | 5.29 M | $13.13 M | 15.24% | 13.79% |
| VANGUARD GROUP INC | 11/07/2025 | 1.48 M | $3.68 M | 28.04% | 3.86% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/17/2025 | 1.37 M | $3.39 M | 100.00% | 3.56% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 1.01 M | $2.49 M | 100.00% | 2.62% |
| AFFINITY ASSET ADVISORS, LLC | 11/13/2025 | 727.27 K | $1.80 M | 100.00% | 1.89% |
| BLACKROCK, INC. | 11/12/2025 | 664.33 K | $1.65 M | -2.50% | 1.73% |
| KNOLL CAPITAL MANAGEMENT, LLC | 11/14/2025 | 455.13 K | $421.16 K | 0.00% | 1.19% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 421.61 K | $1.05 M | -3.82% | 1.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 386.80 K | $959.59 K | 28.04% | 1.01% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 380.51 K | $943.66 K | 124.62% | 0.99% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 373.99 K | $927.49 K | -8.71% | 0.97% |
| DAFNA CAPITAL MANAGEMENT LLC | 11/14/2025 | 363.64 K | $901.82 K | 100.00% | 0.95% |
| KNOTT DAVID M JR | 11/12/2025 | 195.00 K | $483.60 K | 95.00% | 0.51% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 180.44 K | $447.49 K | 30.20% | 0.47% |
| AMH EQUITY LTD | 10/29/2025 | 166.00 K | $411.68 K | 100.00% | 0.43% |
| NORTHERN TRUST CORP | 11/14/2025 | 102.57 K | $254.38 K | 2.13% | 0.27% |
| STATE STREET CORP | 11/14/2025 | 100.73 K | $249.82 K | -22.59% | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 98.11 K | $243.30 K | -17.25% | 0.26% |
| TD ASSET MANAGEMENT INC | 11/10/2025 | 92.68 K | $229.84 K | 0.00% | 0.24% |
| IFP ADVISORS, INC | 12/02/2025 | 86.70 K | $215.01 K | 1.57% | 0.23% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 77.89 K | $193.17 K | 339.67% | 0.20% |
| JANE STREET GROUP, LLC | 11/14/2025 | 65.52 K | $162.50 K | 253.94% | 0.17% |
| LASRY MARC | 11/14/2025 | 60.87 K | $150.96 K | 0.00% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 60.10 K | $149.05 K | 100.00% | 0.16% |
| CITADEL ADVISORS LLC | 11/14/2025 | 54.00 K | $133.93 K | 9.23% | 0.14% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 44.08 K | $109.33 K | 0.00% | 0.11% |
| XTX TOPCO LTD | 11/14/2025 | 34.82 K | $86.35 K | 107.04% | 0.09% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 32.52 K | $80.65 K | 0.00% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 31.12 K | $77.18 K | 44.22% | 0.08% |
| CRESSET ASSET MANAGEMENT, LLC | 11/12/2025 | 30.00 K | $74.40 K | 100.00% | 0.08% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 25.93 K | $64.32 K | 100.00% | 0.07% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 25.00 K | $62.00 K | 0.00% | 0.07% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 23.63 K | $58.60 K | -75.60% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 18.28 K | $45.32 K | -72.52% | 0.05% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 17.11 K | $42.44 K | 100.00% | 0.04% |
| CREATIVE PLANNING | 11/14/2025 | 17.10 K | $42.41 K | 14.01% | 0.04% |
| QUADRATURE CAPITAL LTD | 11/13/2025 | 15.58 K | $38.48 K | 100.00% | 0.04% |
| ABLE FINANCIAL GROUP, LLC | 10/10/2025 | 13.40 K | $33.24 K | 0.00% | 0.03% |
| MORGAN STANLEY | 11/14/2025 | 10.32 K | $25.60 K | -22.86% | 0.03% |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 11/14/2025 | 9.35 K | $23.18 K | -50.05% | 0.02% |
| ROYAL BANK OF CANADA | 11/14/2025 | 6.36 K | $16.00 K | -18.73% | 0.02% |
| UBS GROUP AG | 11/13/2025 | 3.82 K | $9.46 K | -85.41% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 1.99 K | $4.93 K | 0.00% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 564 | $1.40 K | -76.55% | 0.00% |
| JPMORGAN CHASE & CO | 11/26/2025 | 470 | $1.17 K | 0.00% | 0.00% |
| OPTIVER HOLDING B.V. | 11/10/2025 | 312 | $774 | 100.00% | 0.00% |
| POINT72 (DIFC) LTD | 11/14/2025 | 272 | $675 | -23.16% | 0.00% |
| CITIGROUP INC | 11/10/2025 | 41 | $102 | -99.46% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 6 | $15 | -99.12% | 0.00% |
Orchestra BioMed Holdings, Inc. institutional Ownership - FAQ's
During the previous two years, 72 institutional investors and hedge funds held shares of Orchestra BioMed Holdings, Inc.. The most heavily invested institutionals were:
RTW INVESTMENTS, LP: 8.31 M
PERCEPTIVE ADVISORS LLC: 5.29 M
VANGUARD GROUP INC: 1.48 M
Alyeska Investment Group, L.P.: 1.37 M
Pathstone Holdings, LLC: 1.01 M
Affinity Asset Advisors, LLC: 727,272
59.56% of Orchestra BioMed Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 25.06 M shares in the last 24 months. This purchase volume represents approximately $67.92 M in transactions.