Orchestra BioMed Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RTW INVESTMENTS, LP | 02/17/2026 | 8.31 M | $34.47 M | 0.00% | 21.63% |
| VANGUARD GROUP INC | 01/29/2026 | 1.60 M | $6.66 M | 8.28% | 4.18% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/13/2026 | 1.00 M | $4.15 M | -26.77% | 2.60% |
| BLACKROCK, INC. | 02/12/2026 | 630.90 K | $2.62 M | -5.03% | 1.64% |
| AFFINITY ASSET ADVISORS, LLC | 02/13/2026 | 572.80 K | $2.38 M | -21.24% | 1.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 473.36 K | $1.97 M | 22.38% | 1.23% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 364.65 K | $1.51 M | -13.51% | 0.95% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 263.79 K | $1.09 M | 46.19% | 0.69% |
| KNOTT DAVID M JR | 02/12/2026 | 250.00 K | $1.04 M | 28.21% | 0.65% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 243.47 K | $1.01 M | -34.90% | 0.63% |
| 683 CAPITAL MANAGEMENT, LLC | 02/17/2026 | 204.08 K | $846.92 K | 100.00% | 0.53% |
| JANE STREET GROUP, LLC | 02/12/2026 | 173.77 K | $721.12 K | 165.19% | 0.45% |
| MARSHALL WACE, LLP | 02/13/2026 | 171.68 K | $712.48 K | 100.00% | 0.45% |
| STATE STREET CORP | 02/13/2026 | 159.03 K | $659.99 K | 57.88% | 0.41% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 155.13 K | $643.79 K | 58.13% | 0.40% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 151.30 K | $627.90 K | -60.24% | 0.39% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 134.07 K | $556.40 K | 467.38% | 0.35% |
| DAFNA CAPITAL MANAGEMENT LLC | 02/17/2026 | 126.84 K | $526.39 K | -65.12% | 0.33% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/17/2026 | 95.64 K | $396.89 K | 100.00% | 0.25% |
| BARCLAYS PLC | 02/13/2026 | 94.52 K | $392.25 K | 9,451,600.00% | 0.25% |
| IFP ADVISORS, INC | 02/06/2026 | 86.70 K | $359.80 K | 0.00% | 0.23% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 86.55 K | $359.19 K | 100.00% | 0.23% |
| MORGAN STANLEY | 02/13/2026 | 81.85 K | $339.68 K | 692.90% | 0.21% |
| OMERS ADMINISTRATION CORP | 02/13/2026 | 67.10 K | $278.47 K | 100.00% | 0.17% |
| HOLOS INTEGRATED WEALTH LLC | 01/05/2026 | 51.60 K | $222.37 K | 0.00% | 0.13% |
| XTX TOPCO LTD | 02/17/2026 | 50.36 K | $208.99 K | 44.63% | 0.13% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 02/13/2026 | 49.43 K | $205.11 K | 100.00% | 0.13% |
| TD ASSET MANAGEMENT INC | 02/10/2026 | 45.69 K | $189.62 K | -50.70% | 0.12% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 44.34 K | $184.02 K | 100.00% | 0.12% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 44.08 K | $182.94 K | 0.00% | 0.11% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 32.52 K | $134.63 K | 0.00% | 0.08% |
| CITADEL ADVISORS LLC | 02/17/2026 | 30.18 K | $125.23 K | -44.12% | 0.08% |
| 02/10/2026 | 30.00 K | $117.30 K | 100.00% | 0.08% | |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 27.10 K | $112.47 K | 100.00% | 0.07% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 25.00 K | $103.75 K | 0.00% | 0.07% |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 02/17/2026 | 24.90 K | $103.34 K | 100.00% | 0.06% |
| CITADEL ADVISORS LLC | 02/17/2026 | 24.20 K | $100.43 K | 100.00% | 0.06% |
| 01/21/2026 | 21.50 K | $89.23 M | 100.00% | 0.06% | |
| CITIGROUP INC | 02/13/2026 | 19.46 K | $80.75 K | 47,358.54% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 18.28 K | $75.84 K | 0.00% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 17.55 K | $72.82 K | -43.61% | 0.05% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 17.01 K | $70.58 K | 2,915.43% | 0.04% |
| CITADEL ADVISORS LLC | 02/17/2026 | 16.60 K | $68.89 K | 100.00% | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 16.29 K | $67.60 K | -4.80% | 0.04% |
| JANE STREET GROUP, LLC | 02/12/2026 | 13.90 K | $57.69 K | 100.00% | 0.04% |
| ABLE FINANCIAL GROUP, LLC | 01/23/2026 | 13.40 K | $55.62 K | 0.00% | 0.03% |
| UBS GROUP AG | 01/29/2026 | 11.39 K | $47.27 K | 198.53% | 0.03% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 10.77 K | $45.00 K | 100.00% | 0.03% |
| CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD. | 01/29/2026 | 9.20 K | $38.18 K | 100.00% | 0.02% |
| JPMORGAN CHASE & CO | 02/11/2026 | 4.59 K | $19.03 K | 875.74% | 0.01% |
Orchestra BioMed Holdings Inc institutional Ownership - FAQ's
During the previous two years, 59 institutional investors and hedge funds held shares of Orchestra BioMed Holdings Inc. The most heavily invested institutionals were:
VANGUARD GROUP INC: 1.6 M
Alyeska Investment Group, L.P.: 1,000,000
BlackRock, Inc.: 630,901
Affinity Asset Advisors, LLC: 572,804
GEODE CAPITAL MANAGEMENT, LLC: 473,363
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 263,788
56.49% of Orchestra BioMed Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 9.56 M shares in the last 24 months. This purchase volume represents approximately $36.60 M in transactions.