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 Total Stock Mkt Idx Inv is the top mutual fund, with 2.89% 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	35.75%	11.89%	52.37%
Industry	Biotech Stocks	36.05%	11.82%	52.13%

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
Millennium management	702.54K	1.83%	$2.99M
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

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
Cannon global investment management	22.61K	0.19%	$96.08K
Dafna capital management	126.84K	0.12%	$539.07K
Holos integrated wealth	51.59K	0.11%	$219.79K

Top Buyers

Holder	Shares	% Assets	Change
Propel bio management	896.70K	2.41%	896.70K
Millennium management	702.54K	0.00%	459.07K
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

Top Sellers

Holder	Shares	% Assets	Change
Pathstone	-	-	-1.01M
Price t rowe associates inc /md/	-	-	-364.64K
Affinity asset advisors	402.55K	0.09%	-170.25K
Jane street group	55.68K	-	-118.08K
Exoduspoint capital management, lp	-	-	-95.64K

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
Brevan howard capital management lp	36.77K	0.00%	36.77K	$156.27K

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 Total Stock Mkt Idx Inv	1.73M	2.89%	-
Vanguard Institutional Extnd Mkt Idx Tr	426.76K	0.71%	-
Simplify Propel Opportunities ETF	219.39K	0.37%	-
Fidelity Extended Market Index	216.40K	0.36%	-790.00
BlackRock Health Sciences Opps Inv A	206.13K	0.34%	-
Schwab US Small-Cap ETF™	178.32K	0.30%	117.00
Blackrock Extended Mkt Fund CF	105.13K	0.18%	-
Extended Equity Market Fund E	105.13K	0.18%	45.95K
Extended Equity Market Fund B	105.13K	0.18%	45.95K
iShares Micro-Cap ETF	103.62K	0.17%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
May 15, 2026	Aryeh Jason	-	Buy	$34.99K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	1
2026 Q2	5	2
2026 Q1	1	-
2025 Q4	1	-
2025 Q3	9	-

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 36.05%, 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 Total Stock Mkt Idx Inv is the top mutual fund holder of Orchestra BioMed shares, with 2.89% of its total shares outstanding invested in 1.73M Orchestra BioMed shares.

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