Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Orchestra BioMed Holdings, Inc.

CIK 0001814114OBIO· quarter ending 2026-06-30

Shares outstanding

60,105,049

as of 2026-08-06 · 10-Q cover page, filed 2026-08-10

Held by 13F filers

27,693,080

46.1% of shares outstanding

Holders

+12 vs 2026-03-31 · 25 new, 13 exited

Value

$119.4M

shares +19.9% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-10, as of 2026-08-06)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	OBIO · NASDAQ	60,105,049	27,693,080	46.1%	77	68572M106

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	68572M106	COM	77	27,693,080	60,105,049	46.1%	$119.4M	1 call / 2 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (77 of 77 · 68572M106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	RTW INVESTMENTS, LP	9,556,063	15.90%	$41.2M	+1,250,000 (+15.0%)
2	PERCEPTIVE ADVISORS LLC	5,037,906	8.38%	$21.7M	—
3	BlackRock, Inc.	2,510,387	4.18%	$10.8M	+1,874,673 (+294.9%)
4	VANGUARD CAPITAL MANAGEMENT LLC	2,022,916	3.37%	$8.7M	-181,403 (-8.2%)
5	GEODE CAPITAL MANAGEMENT, LLC	1,007,908	1.68%	$4.4M	+522,416 (+107.6%)
6	Alyeska Investment Group, L.P.	1,000,000	1.66%	$4.3M	—
7	Propel Bio Management, LLC	896,701	1.49%	$3.9M	—
8	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	642,154	1.07%	$2.8M	NEW
9	STATE STREET CORP	516,050	0.86%	$2.2M	+346,640 (+204.6%)
10	RICE HALL JAMES & ASSOCIATES, LLC	424,000	0.71%	$1.8M	+404,999 (+2131.5%)
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	349,544	0.58%	$1.5M	+84,045 (+31.7%)
12	NORTHERN TRUST CORP	343,640	0.57%	$1.5M	+225,366 (+190.5%)
13	UBS Group AG	325,773	0.54%	$1.4M	+275,463 (+547.5%)
14	VANGUARD FIDUCIARY TRUST CO	292,253	0.49%	$1.3M	+57,039 (+24.2%)
15	VANGUARD PORTFOLIO MANAGEMENT LLC	274,973	0.46%	$1.2M	NEW
16	Knott David M Jr	253,651	0.42%	$1.1M	—
17	Flat Footed LLC	251,372	0.42%	$1.1M	NEW
18	Simplify Asset Management Inc.	219,387	0.37%	$947K	—
19	GOLDMAN SACHS GROUP INC	179,606	0.30%	$775K	+24,364 (+15.7%)
20	DAFNA Capital Management LLC	126,841	0.21%	$547K	—
21	Daytona Street Capital LLC	96,398	0.16%	$379K	+43,798 (+83.3%)
22	RENAISSANCE TECHNOLOGIES LLC	90,000	0.15%	$388K	+19,100 (+26.9%)
23	IFP Advisors, Inc	89,608	0.15%	$387K	-9,279 (-9.4%)
24	Bank of New York Mellon Corp	86,103	0.14%	$372K	NEW
25	BRIDGEWAY CAPITAL MANAGEMENT, LLC	80,600	0.13%	$348K	+10,000 (+14.2%)
26	SUSQUEHANNA INTERNATIONAL GROUP, LLP	65,804	0.11%	$284K	-31,717 (-32.5%)
27	CITADEL ADVISORS LLC	56,191	0.09%	$242K	-22,994 (-29.0%)
28	Nuveen, LLC	52,118	0.09%	$225K	NEW
29	Holos Integrated Wealth LLC	51,595	0.09%	$204K	—
30	NewEdge Advisors, LLC	44,083	0.07%	$190K	—
31	Y-Intercept (Hong Kong) Ltd	43,486	0.07%	$188K	NEW
32	DEUTSCHE BANK AG\	39,672	0.07%	$171K	NEW
33	XTX Topco Ltd	38,814	0.06%	$167K	NEW
34	WELLS FARGO & COMPANY/MN	36,356	0.06%	$157K	NEW
35	HighTower Advisors, LLC	35,375	0.06%	$153K	+17,100 (+93.6%)
36	Affinity Asset Advisors, LLC	33,400	0.06%	$144K	-369,150 (-91.7%)
37	PRICE T ROWE ASSOCIATES INC /MD/	32,689	0.05%	$142K	NEW
38	RHUMBLINE ADVISERS	31,940	0.05%	$138K	NEW
39	Meramec Financial Planners, LLC	30,000	0.05%	$115K	—
40	MORGAN STANLEY	29,160	0.05%	$126K	-6,479 (-18.2%)
41	ALGERT GLOBAL LLC	28,486	0.05%	$123K	+13,830 (+94.4%)
42	AXQ CAPITAL, LP	25,448	0.04%	$110K	NEW
43	Invesco Ltd.	24,689	0.04%	$107K	NEW
44	MetLife Investment Management, LLC	23,994	0.04%	$104K	NEW
45	BANK OF AMERICA CORP /DE/	23,822	0.04%	$103K	-28,939 (-54.8%)
46	TWO SIGMA INVESTMENTS, LP	22,563	0.04%	$97K	-37,544 (-62.5%)
47	CANADA PENSION PLAN INVESTMENT BOARD	21,100	0.04%	$91K	+9,800 (+86.7%)
48	JPMORGAN CHASE & CO	20,880	0.03%	$99K	+16,622 (+390.4%)
49	NEW YORK STATE COMMON RETIREMENT FUND	20,400	0.03%	$88K	NEW
50	CITIGROUP INC	20,165	0.03%	$87K	-5,364 (-21.0%)
51	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	18,352	0.03%	$79K	NEW
52	JANE STREET GROUP, LLC	15,360	0.03%	$66K	-40,320 (-72.4%)
53	Vanguard Global Advisers, LLC	13,948	0.02%	$60K	—
54	BARCLAYS PLC	13,518	0.02%	$58K	-45,824 (-77.2%)
55	ABLE Financial Group, LLC	13,402	0.02%	$58K	—
56	Sargent Investment Group, LLC	13,120	0.02%	$57K	NEW
57	Frec Markets, Inc.	13,048	0.02%	$56K	—
58	Police & Firemen's Retirement System of New Jersey	11,755	0.02%	$51K	NEW
59	Garden State Investment Advisory Services LLC	10,562	0.02%	$46K	—
60	China Universal Asset Management Co., Ltd.	9,530	0.02%	$41K	-490 (-4.9%)
61	BNP PARIBAS FINANCIAL MARKETS	8,214	0.01%	$35K	+6,758 (+464.1%)
62	Legal & General Group Plc	3,924	0.01%	$17K	NEW
63	Ameritas Investment Partners, Inc.	3,617	0.01%	$16K	NEW
64	Tower Research Capital LLC (TRC)	3,601	0.01%	$16K	+3,054 (+558.3%)
65	Russell Investments Group, Ltd.	3,187	0.01%	$14K	NEW
66	Mirae Asset Global Investments Co., Ltd.	2,678	0.00%	$12K	-267 (-9.1%)
67	SIMPLEX TRADING, LLC	2,564	0.00%	$11K	+183 (+7.7%)
68	ROYAL BANK OF CANADA	1,864	0.00%	$8K	+928 (+99.1%)
69	AdvisorNet Financial, Inc	1,696	0.00%	$7K	—
70	GF FUND MANAGEMENT CO. LTD.	1,173	0.00%	$5K	-87 (-6.9%)
71	JONES FINANCIAL COMPANIES LLLP	888	0.00%	$4K	+500 (+128.9%)
72	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	549	0.00%	$2K	NEW
73	FMR LLC	265	0.00%	$1K	-17,811 (-98.5%)
74	Sterling Capital Management LLC	140	0.00%	$604	NEW
75	Optiver Holding B.V.	40	0.00%	$173	NEW
76	Caitong International Asset Management Co., Ltd	15	0.00%	$65	NEW
77	SBI Securities Co., Ltd.	6	0.00%	$26	—

Exited since 2026-03-31 (13 filers; largest 13 shown)

MILLENNIUM MANAGEMENT LLC	−702,543
MARSHALL WACE, LLP	−188,484
683 Capital Management, LLC	−185,000
Qube Research & Technologies Ltd	−108,953
Point72 Asset Management, L.P.	−87,888
Hudson Bay Capital Management LP	−71,134
Brevan Howard Capital Management LP	−36,769
Catalyst Funds Management Pty Ltd	−27,644
Cannon Global Investment Management, LLC	−22,607
Diametric Capital, LP	−18,919
OMERS ADMINISTRATION Corp	−16,200
PRELUDE CAPITAL MANAGEMENT, LLC	−12,389
Schonfeld Strategic Advisors LLC	−10,953

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
RTW Innovation Master Fund, Ltd.	SCHEDULE 13D/A	2026-04-29	2026-04-27	4,931,714	8.1%
RTW Master Fund, Ltd.	SCHEDULE 13D/A	2026-04-29	2026-04-27	5,820,915	9.6%
RTW Investments, LP	SCHEDULE 13D/A	2026-04-29	2026-04-27	11,942,394	19.2%
Roderick Wong	SCHEDULE 13D/A	2026-04-29	2026-04-27	11,942,394	19.2%
Covidien Group S.a.r.l.	SCHEDULE 13G/A	2026-02-27	2025-12-31	10,078,625	17.8%
Medtronic plc	SCHEDULE 13G/A	2026-02-27	2025-12-31	10,078,625	17.8%
Dana Lorenzo	SCHEDULE 13G	2025-11-19	2025-11-15	3,098,592	5.5%
Tasso Partners, LLC	SCHEDULE 13G	2025-11-19	2025-11-15	2,849,592	5%
Joseph Edelman	SCHEDULE 13G/A	2025-11-14	2025-09-30	5,679,480	9.99%
Perceptive Life Sciences Master Fund, Ltd.	SCHEDULE 13G/A	2025-11-14	2025-09-30	5,679,480	9.99%
Perceptive Advisors LLC	SCHEDULE 13G/A	2025-11-14	2025-09-30	5,679,480	9.99%
Roderick Wong, M.D.	SCHEDULE 13D/A	2025-05-01	2025-04-29	8,306,063	21.7%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-29	2025-03-31	1,430,701	3.7%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.