Orchestra BioMed Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RTW INVESTMENTS, LP | 08/14/2026 | 9.56 M | $41.23 M | 15.05% | 14.98% |
| PERCEPTIVE ADVISORS LLC | 08/14/2026 | 5.04 M | $21.74 M | 0.00% | 7.89% |
| BLACKROCK, INC. | 08/07/2026 | 2.51 M | $10.83 M | 294.89% | 3.93% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.02 M | $8.73 M | -8.23% | 3.17% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.01 M | $4.35 M | 107.61% | 1.58% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 1.00 M | $4.32 M | 0.00% | 1.57% |
| PROPEL BIO MANAGEMENT, LLC | 08/13/2026 | 896.70 K | $3.87 M | 0.00% | 1.41% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 642.15 K | $2.77 M | 100.00% | 1.01% |
| STATE STREET CORP | 08/07/2026 | 516.05 K | $2.23 M | 204.62% | 0.81% |
| RICE HALL JAMES & ASSOCIATES, LLC | 08/07/2026 | 424.00 K | $1.83 M | 2,131.46% | 0.66% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 349.54 K | $1.51 M | 31.66% | 0.55% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 349.54 K | $1.51 M | 100.00% | 0.55% |
| NORTHERN TRUST CORP | 08/13/2026 | 343.64 K | $1.48 M | 190.55% | 0.54% |
| UBS GROUP AG | 08/13/2026 | 325.77 K | $1.41 M | 547.53% | 0.51% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 292.25 K | $1.26 M | 24.25% | 0.46% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 274.97 K | $1.19 M | 100.00% | 0.43% |
| KNOTT DAVID M JR | 08/12/2026 | 253.65 K | $1.09 M | 0.00% | 0.40% |
| FLAT FOOTED LLC | 08/14/2026 | 251.37 K | $1.08 M | 100.00% | 0.39% |
| SIMPLIFY ASSET MANAGEMENT INC. | 07/16/2026 | 219.39 K | $946.66 K | 0.00% | 0.34% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 179.61 K | $775.00 K | 15.69% | 0.28% |
| DAFNA CAPITAL MANAGEMENT LLC | 08/14/2026 | 126.84 K | $547.32 K | 0.00% | 0.20% |
| DAYTONA STREET CAPITAL LLC | 08/03/2026 | 96.40 K | $379.34 K | 83.27% | 0.15% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 90.00 K | $388.35 K | 26.94% | 0.14% |
| IFP ADVISORS, INC | 07/20/2026 | 89.61 K | $386.66 K | -9.38% | 0.14% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 86.10 K | $371.53 K | 100.00% | 0.13% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 80.60 K | $347.79 K | 14.16% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 65.80 K | $283.94 K | -32.52% | 0.10% |
| CITADEL ADVISORS LLC | 09/02/2026 | 56.19 K | $242.46 K | -29.04% | 0.09% |
| NUVEEN, LLC | 08/11/2026 | 52.12 K | $224.89 K | 100.00% | 0.08% |
| HOLOS INTEGRATED WEALTH LLC | 07/15/2026 | 51.60 K | $204.32 K | 0.00% | 0.08% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 44.08 K | $190.22 K | 0.00% | 0.07% |
| Y-INTERCEPT (HONG KONG) LTD | 07/14/2026 | 43.49 K | $187.64 K | 100.00% | 0.07% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 39.67 K | $171.38 K | 100.00% | 0.06% |
| XTX TOPCO LTD | 08/14/2026 | 38.81 K | $167.48 K | 100.00% | 0.06% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 36.36 K | $156.88 K | 100.00% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 35.38 K | $152.64 K | 93.57% | 0.06% |
| AFFINITY ASSET ADVISORS, LLC | 08/13/2026 | 33.40 K | $144.12 K | -91.70% | 0.05% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 32.69 K | $142.00 K | 100.00% | 0.05% |
| RHUMBLINE ADVISERS | 08/12/2026 | 31.94 K | $137.81 K | 100.00% | 0.05% |
| MERAMEC FINANCIAL PLANNERS, LLC | 07/29/2026 | 30.00 K | $114.60 K | 0.00% | 0.05% |
| MORGAN STANLEY | 08/13/2026 | 29.16 K | $125.83 K | -18.18% | 0.05% |
| ALGERT GLOBAL LLC | 08/13/2026 | 28.49 K | $122.92 K | 94.36% | 0.04% |
| AXQ CAPITAL, LP | 08/06/2026 | 25.45 K | $109.81 K | 100.00% | 0.04% |
| INVESCO LTD. | 08/14/2026 | 24.69 K | $106.53 K | 100.00% | 0.04% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 23.99 K | $103.53 K | 100.00% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 23.82 K | $102.79 K | -54.85% | 0.04% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 22.56 K | $97.36 K | -62.46% | 0.04% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 21.10 K | $91.05 K | 86.73% | 0.03% |
| JPMORGAN CHASE & CO | 08/12/2026 | 20.88 K | $99.18 K | 390.37% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 20.40 K | $88.03 K | 100.00% | 0.03% |
Orchestra BioMed Holdings Inc institutional Ownership - FAQ's
During the previous two years, 102 institutional investors and hedge funds held shares of Orchestra BioMed Holdings Inc. The most heavily invested institutionals were:
RTW INVESTMENTS, LP: 9.56 M
PERCEPTIVE ADVISORS LLC: 5.04 M
BlackRock, Inc.: 2.51 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.02 M
GEODE CAPITAL MANAGEMENT, LLC: 1.01 M
Alyeska Investment Group, L.P.: 1,000,000
43.95% of Orchestra BioMed Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 32.13 M shares in the last 24 months. This purchase volume represents approximately $150.06 M in transactions.