Orchestra BioMed Ownership | Who Owns Orchestra BioMed?


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Orchestra BioMed Ownership Summary


Orchestra BioMed is owned by 59.90% institutional investors, 26.21% insiders, and 13.89% retail investors. Rtw investments, lp is the largest institutional shareholder, holding 21.63% of OBIO shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 2.46% of its assets in Orchestra BioMed shares.

OBIO Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockOrchestra BioMed59.90%26.21%13.89%
SectorHealthcare Stocks 50.50%12.33%37.17%
IndustryBiotech Stocks 49.09%12.06%38.85%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Rtw investments, lp8.31M21.63%$35.30M
Perceptive advisors5.04M13.12%$21.41M
Vanguard group1.60M4.18%$6.66M
Alyeska investment group1.00M2.60%$4.25M
Propel bio management896.70K2.34%$3.83M
Blackrock funding, inc. /de635.71K1.66%$2.70M
Geode capital management485.49K1.26%$2.06M
Knoll capital management455.13K1.19%$421.16K
Affinity asset advisors402.55K1.05%$1.71M
Charles schwab investment management265.50K0.69%$1.13M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Propel bio management896.70K2.41%$3.83M
Lasry marc60.87K1.00%$150.96K
Knott david m jr253.65K0.64%$1.08M
Amh equity166.00K0.51%$411.68K
Perceptive advisors5.04M0.42%$21.41M
Rtw investments, lp8.31M0.35%$35.30M
Knoll capital management455.13K0.23%$421.16K
Dafna capital management126.84K0.12%$539.07K
Holos integrated wealth51.59K0.11%$219.79K
Affinity asset advisors402.55K0.09%$1.71M

Top Buyers

HolderShares% AssetsChange
Propel bio management896.70K2.41%896.70K
Vanguard fiduciary trust235.21K0.00%235.21K
Simplify asset management219.39K0.01%219.39K
Amh equity166.00K0.51%166.00K
Vanguard group1.60M0.00%122.68K

Top Sellers

HolderShares% AssetsChange
Pathstone---1.01M
Millennium management---702.54K
Price t rowe associates inc /md/---364.64K
Marshall wace, llp---188.48K
683 capital management---185.00K

New Positions

HolderShares% AssetsChangeValue
Propel bio management896.70K2.41%896.70K$3.83M
Vanguard fiduciary trust235.21K0.00%235.21K$999.66K
Simplify asset management219.39K0.01%219.39K$932.39K
Amh equity166.00K0.51%166.00K$411.68K
Rice hall james & associates19.00K0.00%19.00K$80.75K

Sold Out

HolderChange
Eversource wealth advisors-1.00
True wealth design-6.00
Gamma investing-101.00
Sierra ocean-119.00
Russell investments group-193.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202664-3.03%22,997,8025.97%591.87%4216.67%13-18.75%
Dec 31, 202511-78.85%1,738,363-92.42%40.13%7-72.00%--100.00%
Sep 30, 202510-82.76%1,953,498-89.23%50.23%4-88.57%3-81.25%
Jun 30, 2025585.45%18,134,637-4.51%471.91%3552.17%16-11.11%
Mar 31, 2025548.00%18,940,1491.07%492.00%22-31.25%18157.14%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Morn Total Stk Mkt Idx Investor1.47M2.46%-257.90K
Vanguard Total Stock Mkt Idx Inv1.47M2.46%-257.90K
iShares Russell 2000 ETF812.75K1.36%-14.40K
Vanguard Institutional Extnd Mkt Idx Tr498.63K0.83%60.98K
iShares Russell 2000 Growth ETF365.20K0.61%-3.35K
Russell 2000 Equity Index Fund B246.00K0.41%246.00K
Russell 2000 Index Non-Lendable Fund246.00K0.41%246.00K
Vanguard Russell 2000 ETF228.06K0.38%228.06K
Simplify Propel Opportunities ETF219.39K0.37%-
Fidelity Extended Market Index211.97K0.35%6.25K

Recent Insider Transactions


DateNameRoleActivityValue
Aug 03, 2026Sherman Darren See RemarksSell$61.35K
Jul 01, 2026Sherman Darren See RemarksSell$64.05K
Jun 01, 2026Hochman David P See RemarksBuy$19.15K
Jun 01, 2026Sherman Darren See RemarksSell$58.05K
May 18, 2026Aryeh Jason-Buy$2.49K

Insider Transactions Trends


DateBuySell
2026 Q3-2
2026 Q252
2026 Q11-
2025 Q41-
2025 Q39-

OBIO Ownership FAQ


Who Owns Orchestra BioMed?

Orchestra BioMed shareholders are primarily institutional investors at 59.90%, followed by 26.21% insiders and 13.89% retail investors. The average institutional ownership in Orchestra BioMed's industry, Biotech Stocks , is 49.09%, which Orchestra BioMed exceeds.

Who owns the most shares of Orchestra BioMed?

Orchestra BioMed’s largest shareholders are Rtw investments, lp (8.31M shares, 21.63%), Perceptive advisors (5.04M shares, 13.12%), and Vanguard group (1.6M shares, 4.18%). Together, they hold 38.94% of Orchestra BioMed’s total shares outstanding.

Does Blackrock own Orchestra BioMed?

BlackRock is not among the top 10 institutional shareholders of Orchestra BioMed.

Who is Orchestra BioMed’s biggest shareholder by percentage of total assets invested?

Propel bio management is Orchestra BioMed’s biggest shareholder by percentage of total assets invested, with 2.41% of its assets in 896.7K Orchestra BioMed shares, valued at 3.83M$.

Who is the top mutual fund holder of Orchestra BioMed shares?

Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund holder of Orchestra BioMed shares, with 2.46% of its total shares outstanding invested in 1.47M Orchestra BioMed shares.

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