Orchestra BioMed Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RTW INVESTMENTS, LP | 05/15/2026 | 8.31 M | $35.30 M | 0.00% | 21.63% |
| PERCEPTIVE ADVISORS LLC | 05/29/2026 | 5.04 M | $21.41 M | -1.74% | 13.12% |
| 05/15/2026 | 2.20 M | $9.37 M | 100.00% | 5.74% | |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2026 | 1.00 M | $4.25 M | 0.00% | 2.60% |
| PROPEL BIO MANAGEMENT, LLC | 05/14/2026 | 896.70 K | $3.83 M | 100.00% | 2.34% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 702.54 K | $2.99 M | 188.55% | 1.83% |
| BLACKROCK, INC. | 05/13/2026 | 635.71 K | $2.70 M | 0.76% | 1.66% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 485.49 K | $2.06 M | 2.56% | 1.26% |
| AFFINITY ASSET ADVISORS, LLC | 05/14/2026 | 402.55 K | $1.71 M | -29.72% | 1.05% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 265.50 K | $1.13 M | 0.65% | 0.69% |
| KNOTT DAVID M JR | 05/14/2026 | 253.65 K | $1.08 M | 1.46% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 235.21 K | $999.66 K | 100.00% | 0.61% |
| SIMPLIFY ASSET MANAGEMENT INC. | 04/27/2026 | 219.39 K | $932.40 K | 100.00% | 0.57% |
| MARSHALL WACE, LLP | 05/15/2026 | 188.48 K | $801.06 K | 9.79% | 0.49% |
| 683 CAPITAL MANAGEMENT, LLC | 05/15/2026 | 185.00 K | $786.25 K | -9.35% | 0.48% |
| STATE STREET CORP | 05/15/2026 | 169.41 K | $719.99 K | 6.53% | 0.44% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 155.24 K | $659.78 K | 15.79% | 0.40% |
| DAFNA CAPITAL MANAGEMENT LLC | 05/15/2026 | 126.84 K | $539.07 K | 0.00% | 0.33% |
| NORTHERN TRUST CORP | 05/14/2026 | 118.27 K | $502.67 K | 6.65% | 0.31% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 108.95 K | $463.05 K | 2.07% | 0.28% |
| IFP ADVISORS, INC | 04/13/2026 | 98.89 K | $420.27 K | 14.06% | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 97.52 K | $414.46 K | -37.14% | 0.25% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 87.89 K | $373.52 K | -45.73% | 0.23% |
| CITADEL ADVISORS LLC | 05/15/2026 | 79.19 K | $336.54 K | 162.42% | 0.21% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 05/13/2026 | 71.13 K | $302.32 K | 43.92% | 0.19% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 70.90 K | $301.33 K | -53.14% | 0.18% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 70.60 K | $300.05 K | 182.40% | 0.18% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 60.11 K | $255.46 K | -30.55% | 0.16% |
| BARCLAYS PLC | 05/15/2026 | 59.34 K | $252.20 K | -37.22% | 0.15% |
| JANE STREET GROUP, LLC | 05/12/2026 | 55.68 K | $236.64 K | -67.96% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 52.76 K | $224.23 K | 200.68% | 0.14% |
| 04/10/2026 | 52.60 K | $235.44 K | 144.65% | 0.14% | |
| HOLOS INTEGRATED WEALTH LLC | 04/08/2026 | 51.60 K | $219.80 K | 0.00% | 0.13% |
| UBS GROUP AG | 05/05/2026 | 50.31 K | $213.82 K | 341.74% | 0.13% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 44.08 K | $187.35 K | 0.00% | 0.11% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 05/15/2026 | 36.77 K | $156.27 K | 100.00% | 0.10% |
| MORGAN STANLEY | 05/15/2026 | 35.64 K | $151.47 K | -56.46% | 0.09% |
| 04/27/2026 | 30.00 K | $130.50 K | 0.00% | 0.08% | |
| CATALYST FUNDS MANAGEMENT PTY LTD | 05/11/2026 | 27.64 K | $117.49 K | 100.00% | 0.07% |
| CITIGROUP INC | 05/11/2026 | 25.53 K | $108.50 K | 31.20% | 0.07% |
| CANNON GLOBAL INVESTMENT MANAGEMENT, LLC | 04/21/2026 | 22.61 K | $96.08 K | 100.00% | 0.06% |
| RICE HALL JAMES & ASSOCIATES, LLC | 05/15/2026 | 19.00 K | $80.75 K | 100.00% | 0.05% |
| DIAMETRIC CAPITAL, LP | 05/15/2026 | 18.92 K | $80.41 K | 100.00% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 18.28 K | $77.67 K | 0.00% | 0.05% |
| FMR LLC | 05/15/2026 | 18.08 K | $76.82 K | 100.00% | 0.05% |
| OMERS ADMINISTRATION CORP | 05/15/2026 | 16.20 K | $68.85 K | -75.86% | 0.04% |
| JANE STREET GROUP, LLC | 05/12/2026 | 15.30 K | $65.03 K | 10.07% | 0.04% |
| ALGERT GLOBAL LLC | 05/14/2026 | 14.66 K | $62.00 K | 100.00% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 13.95 K | $59.28 K | 100.00% | 0.04% |
| ABLE FINANCIAL GROUP, LLC | 04/21/2026 | 13.40 K | $56.96 K | 0.00% | 0.03% |
Orchestra BioMed Holdings Inc institutional Ownership - FAQ's
During the previous two years, 87 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: 5.04 M
Alyeska Investment Group, L.P.: 1,000,000
Propel Bio Management, LLC: 896,701
MILLENNIUM MANAGEMENT LLC: 702,543
BlackRock, Inc.: 635,714
60.15% of Orchestra BioMed Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 24.89 M shares in the last 24 months. This purchase volume represents approximately $116.22 M in transactions.