Orchestra BioMed Ownership | Who Owns Orchestra BioMed?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Orchestra BioMed | 59.90% | 26.21% | 13.89% |
| Sector | Healthcare Stocks | 50.50% | 12.33% | 37.17% |
| Industry | Biotech Stocks | 49.09% | 12.06% | 38.85% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Rtw investments, lp | 8.31M | 21.63% | $35.30M |
| Perceptive advisors | 5.04M | 13.12% | $21.41M |
| Vanguard group | 1.60M | 4.18% | $6.66M |
| Alyeska investment group | 1.00M | 2.60% | $4.25M |
| Propel bio management | 896.70K | 2.34% | $3.83M |
| Blackrock funding, inc. /de | 635.71K | 1.66% | $2.70M |
| Geode capital management | 485.49K | 1.26% | $2.06M |
| Knoll capital management | 455.13K | 1.19% | $421.16K |
| Affinity asset advisors | 402.55K | 1.05% | $1.71M |
| Charles schwab investment management | 265.50K | 0.69% | $1.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Propel bio management | 896.70K | 2.41% | $3.83M |
| Lasry marc | 60.87K | 1.00% | $150.96K |
| Knott david m jr | 253.65K | 0.64% | $1.08M |
| Amh equity | 166.00K | 0.51% | $411.68K |
| Perceptive advisors | 5.04M | 0.42% | $21.41M |
| Rtw investments, lp | 8.31M | 0.35% | $35.30M |
| Knoll capital management | 455.13K | 0.23% | $421.16K |
| Dafna capital management | 126.84K | 0.12% | $539.07K |
| Holos integrated wealth | 51.59K | 0.11% | $219.79K |
| Affinity asset advisors | 402.55K | 0.09% | $1.71M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Propel bio management | 896.70K | 2.41% | 896.70K |
| Vanguard fiduciary trust | 235.21K | 0.00% | 235.21K |
| Simplify asset management | 219.39K | 0.01% | 219.39K |
| Amh equity | 166.00K | 0.51% | 166.00K |
| Vanguard group | 1.60M | 0.00% | 122.68K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Propel bio management | 896.70K | 2.41% | 896.70K | $3.83M |
| Vanguard fiduciary trust | 235.21K | 0.00% | 235.21K | $999.66K |
| Simplify asset management | 219.39K | 0.01% | 219.39K | $932.39K |
| Amh equity | 166.00K | 0.51% | 166.00K | $411.68K |
| Rice hall james & associates | 19.00K | 0.00% | 19.00K | $80.75K |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 64 | -3.03% | 22,997,802 | 5.97% | 59 | 1.87% | 42 | 16.67% | 13 | -18.75% |
| Dec 31, 2025 | 11 | -78.85% | 1,738,363 | -92.42% | 4 | 0.13% | 7 | -72.00% | - | -100.00% |
| Sep 30, 2025 | 10 | -82.76% | 1,953,498 | -89.23% | 5 | 0.23% | 4 | -88.57% | 3 | -81.25% |
| Jun 30, 2025 | 58 | 5.45% | 18,134,637 | -4.51% | 47 | 1.91% | 35 | 52.17% | 16 | -11.11% |
| Mar 31, 2025 | 54 | 8.00% | 18,940,149 | 1.07% | 49 | 2.00% | 22 | -31.25% | 18 | 157.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Morn Total Stk Mkt Idx Investor | 1.47M | 2.46% | -257.90K |
| Vanguard Total Stock Mkt Idx Inv | 1.47M | 2.46% | -257.90K |
| iShares Russell 2000 ETF | 812.75K | 1.36% | -14.40K |
| Vanguard Institutional Extnd Mkt Idx Tr | 498.63K | 0.83% | 60.98K |
| iShares Russell 2000 Growth ETF | 365.20K | 0.61% | -3.35K |
| Russell 2000 Equity Index Fund B | 246.00K | 0.41% | 246.00K |
| Russell 2000 Index Non-Lendable Fund | 246.00K | 0.41% | 246.00K |
| Vanguard Russell 2000 ETF | 228.06K | 0.38% | 228.06K |
| Simplify Propel Opportunities ETF | 219.39K | 0.37% | - |
| Fidelity Extended Market Index | 211.97K | 0.35% | 6.25K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 03, 2026 | Sherman Darren | See Remarks | Sell | $61.35K |
| Jul 01, 2026 | Sherman Darren | See Remarks | Sell | $64.05K |
| Jun 01, 2026 | Hochman David P | See Remarks | Buy | $19.15K |
| Jun 01, 2026 | Sherman Darren | See Remarks | Sell | $58.05K |
| May 18, 2026 | Aryeh Jason | - | Buy | $2.49K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 2 |
| 2026 Q2 | 5 | 2 |
| 2026 Q1 | 1 | - |
| 2025 Q4 | 1 | - |
| 2025 Q3 | 9 | - |
OBIO Ownership FAQ
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