ORTHOFIX MED INC (OFIX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
139
Reporting holders
$344.3M
Reported value
92.4%
Of shares outstanding
0.0%
Held as options
-1
Holder change
Institutions report 37,640,713 shares against 40,732,608 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Engine Capital Management, LP | $41.8M | 4,575,675 | 4.07% | 11q | +4.2%+$1.7M |
| Juniper Investment Company, LLC | $40.6M | 4,442,543 | 10.75% | 9q | +11.7%+$4.3M |
| Rubric Capital Management LP | $34.0M | 3,721,715 | 0.31% | 14q | HELD |
| BlackRock, Inc. | $30.4M | 3,326,560 | 0.00% | 8q | +3.7%+$1.1M |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $30.2M | 3,300,499 | 0.82% | 12q | HELD |
| ARMISTICE CAPITAL, LLC | $29.8M | 3,264,000 | 0.36% | 15q | +20.9%+$5.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $15.8M | 1,731,108 | 0.00% | 2q | +4.6%+$691.5K |
| GEODE CAPITAL MANAGEMENT, LLC | $9.6M | 1,048,081 | 0.00% | 31q | +11.6%+$998.3K |
| STATE STREET CORP | $8.7M | 953,148 | 0.00% | 31q | +5.0%+$417.8K |
| AQR CAPITAL MANAGEMENT LLC | $8.1M | 887,282 | 0.00% | 31q | +369.2%+$6.4M |
| MILLENNIUM MANAGEMENT LLC | $7.9M | 862,030 | 0.00% | 11q | -19.2%-$1.9M |
| AYAL Capital Advisors Ltd | $7.1M | 775,421 | 1.92% | 11q | -1.1%-$75.6K |
| DIMENSIONAL FUND ADVISORS LP | $6.7M | 731,638 | 0.00% | 31q | -13.1%-$1.0M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4.4M | 480,836 | 0.02% | 6q | +26.8%+$929.7K |
| GOLDMAN SACHS GROUP INC | $4.1M | 446,140 | 0.00% | 31q | +37.5%+$1.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.7M | 404,839 | 0.00% | 2q | +2.1%+$75.6K |
| NORTHERN TRUST CORP | $3.3M | 363,884 | 0.00% | 31q | +7.9%+$242.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.1M | 344,205 | 0.00% | 7q | +71.9%+$1.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.1M | 334,617 | 0.00% | 31q | +2.7%+$81.1K |
| Sixth Street Partners Management Company, L.P. | $3.1M | 334,617 | 0.00% | new | NEW |
| MORGAN STANLEY | $2.7M | 295,656 | 0.00% | 32q | +49.8%+$898.6K |
| BANK OF AMERICA CORP /DE/ | $2.7M | 291,827 | 0.00% | 31q | +37.5%+$728.1K |
| TUDOR INVESTMENT CORP ET AL | $2.5M | 269,038 | 0.00% | 11q | +2.3%+$55.4K |
| VANGUARD FIDUCIARY TRUST CO | $2.4M | 267,309 | 0.00% | 2q | +4.4%+$103.2K |
| FMR LLC | $2.4M | 265,477 | 0.00% | 18q | +180.2%+$1.6M |
| Russell Investments Group, Ltd. | $1.8M | 199,319 | 0.00% | 31q | -5.9%-$113.5K |
| GAMCO INVESTORS, INC. ET AL | $1.8M | 198,800 | 0.02% | 31q | -1.5%-$27.4K |
| UBS Group AG | $1.7M | 188,001 | 0.00% | 31q | +59.5%+$641.3K |
| Nuveen, LLC | $1.7M | 186,793 | 0.00% | 6q | +7.5%+$119.4K |
| JPMORGAN CHASE & CO | $1.6M | 164,866 | 0.00% | 31q | -13.4%-$246.8K |
| LAZARD ASSET MANAGEMENT LLC | $1.6M | 173,902 | 0.00% | new | NEW |
| GREAT LAKES ADVISORS, LLC | $1.2M | 135,241 | 0.01% | 14q | -12.1%-$170.2K |
| Bank of New York Mellon Corp | $1.1M | 119,129 | 0.00% | 31q | +4.9%+$50.5K |
| VOYA INVESTMENT MANAGEMENT LLC | $1.1M | 116,632 | 0.00% | 31q | +2.1%+$21.8K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.0M | 112,605 | 0.02% | new | NEW |
| GABELLI FUNDS LLC | $999.0K | 109,300 | 0.01% | 31q | -51.2%-$1.0M |
| VICTORY CAPITAL MANAGEMENT INC | $932.6K | 102,036 | 0.00% | 9q | +59.7%+$348.8K |
| BNP PARIBAS FINANCIAL MARKETS | $892.0K | 97,597 | 0.00% | 31q | -10.6%-$105.6K |
| RENAISSANCE TECHNOLOGIES LLC | $884.7K | 96,791 | 0.00% | 31q | -5.1%-$47.5K |
| DEUTSCHE BANK AG\ | $843.7K | 92,308 | 0.00% | 32q | +10.9%+$82.7K |
| MOORE CAPITAL MANAGEMENT, LP | $780.7K | 85,421 | 0.01% | new | NEW |
| Quantinno Capital Management LP | $761.3K | 83,288 | 0.00% | 4q | +122.1%+$418.6K |
| AMERIPRISE FINANCIAL INC | $738.7K | 80,818 | 0.00% | 2q | -44.8%-$599.7K |
| Susquehanna Portfolio Strategies, LLC | $685.7K | 75,017 | 0.01% | new | NEW |
| Inspire Investing, LLC | $678.5K | 74,234 | 0.03% | 8q | +64.9%+$267.1K |
| Invesco Ltd. | $668.2K | 73,110 | 0.00% | 31q | HELD |
| Point72 Asset Management, L.P. | $667.4K | 73,021 | 0.00% | 3q | -54.0%-$784.8K |
| AMERICAN CENTURY COMPANIES INC | $666.6K | 72,933 | 0.00% | 13q | -17.0%-$136.1K |
| Y-Intercept (Hong Kong) Ltd | $553.3K | 60,531 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $544.2K | 59,538 | 0.00% | new | NEW |
| Tejara Capital Ltd | $536.7K | 58,720 | 0.22% | 6q | +50.1%+$179.1K |
| Global Strategic Investment Solutions, LLC | $529.0K | 57,875 | 0.05% | 2q | HELD |
| RHUMBLINE ADVISERS | $513.8K | 56,211 | 0.00% | 31q | +2.3%+$11.8K |
| ALLIANCEBERNSTEIN L.P. | $494.9K | 43,149 | 0.00% | 31q | +15.2%+$65.4K |
| CITADEL ADVISORS LLC | $451.7K | 49,418 | 0.00% | 31q | -60.9%-$703.6K |
| Assenagon Asset Management S.A. | $389.5K | 42,620 | 0.00% | 8q | -40.2%-$262.0K |
| KIRR MARBACH & CO LLC /IN/ | $360.7K | 39,462 | 0.06% | 7q | HELD |
| ExodusPoint Capital Management, LP | $358.5K | 39,228 | 0.00% | 2q | +224.4%+$248.0K |
| CITIGROUP INC | $349.8K | 38,268 | 0.00% | 31q | +79.1%+$154.4K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $348.2K | 38,093 | 0.00% | 5q | +14.1%+$43.0K |
| IEQ CAPITAL, LLC | $340.6K | 37,268 | 0.00% | new | NEW |
| Mariner, LLC | $323.4K | 35,377 | 0.00% | new | NEW |
| Empowered Funds, LLC | $320.9K | 35,105 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $313.2K | 34,265 | 0.00% | 2q | -40.0%-$208.8K |
| WELLS FARGO & COMPANY/MN | $311.5K | 34,081 | 0.00% | 31q | +13.3%+$36.6K |
| BARCLAYS PLC | $281.1K | 30,760 | 0.00% | 31q | -14.5%-$47.8K |
| RBF Capital, LLC | $274.2K | 30,000 | 0.01% | 9q | HELD |
| Boston Partners | $241.8K | 26,454 | 0.00% | 14q | -11.2%-$30.5K |
| BAILARD, INC. | $234.3K | 25,638 | 0.00% | new | NEW |
| Dynamic Technology Lab Private Ltd | $225.0K | 24,619 | 0.05% | 2q | +57.0%+$81.7K |
| MetLife Investment Management, LLC | $218.7K | 23,927 | 0.00% | 32q | +15.1%+$28.8K |
| XTX Topco Ltd | $210.9K | 23,078 | 0.00% | 2q | -39.4%-$137.2K |
| STRS OHIO | $210.2K | 23,000 | 0.00% | 6q | +12.7%+$23.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $208.2K | 17,900 | 0.00% | new | NEW |
| State of Wyoming | $174.6K | 19,099 | 0.02% | 11q | +28.4%+$38.6K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $170.2K | 18,620 | 0.00% | 9q | HELD |
| Teton Advisors, LLC | $150.8K | 16,500 | 0.09% | 4q | -4.6%-$7.3K |
| Creative Planning | $127.1K | 13,911 | 0.00% | 4q | -84.5%-$693.0K |
| Cerity Partners LLC | $122.2K | 13,366 | 0.00% | new | NEW |
| MARTINGALE ASSET MANAGEMENT L P | $119.6K | 13,086 | 0.00% | 2q | -56.9%-$158.1K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $114.3K | 12,510 | 0.00% | 14q | +10.0%+$10.4K |
| nVerses Capital, LLC | $113.3K | 12,391 | 0.17% | new | NEW |
| D. E. Shaw & Co., Inc. | $104.2K | 11,400 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $97.4K | 10,658 | 0.00% | 7q | HELD |
| INTECH INVESTMENT MANAGEMENT LLC | $96.4K | 10,552 | 0.00% | 7q | -18.1%-$21.3K |
| TWO SIGMA INVESTMENTS, LP | $95.0K | 10,389 | 0.00% | new | NEW |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $92.1K | 10,072 | 0.00% | 12q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $74.8K | 8,180 | 0.00% | 31q | HELD |
| Arax Advisory Partners | $43.1K | 4,717 | 0.00% | 4q | +1059.0%+$39.4K |
| HighMark Wealth Management LLC | $39.4K | 4,310 | 0.01% | 14q | HELD |
| Legal & General Group Plc | $37.2K | 4,070 | 0.00% | 31q | +15.2%+$4.9K |
| Ameritas Investment Partners, Inc. | $31.9K | 3,494 | 0.00% | 31q | HELD |
| Integrated Wealth Concepts LLC | $30.4K | 3,324 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $30.2K | 3,303 | 0.00% | 25q | -5.9%-$1.9K |
| SIMPLEX TRADING, LLC | $28.0K | 262 | 0.00% | 5q | -41.0%-$19.4K |
| NISA INVESTMENT ADVISORS, LLC | $23.8K | 2,606 | 0.00% | 10q | +3421.6%+$23.1K |
| OSAIC HOLDINGS, INC. | $22.9K | 2,506 | 0.00% | 26q | HELD |
| ROYAL BANK OF CANADA | $16.0K | 1,692 | 0.00% | 21q | +159.1%+$9.8K |
| Allworth Financial LP | $13.3K | 1,453 | 0.00% | 5q | +633.8%+$11.5K |
| Versant Capital Management, Inc | $12.0K | 1,317 | 0.00% | 7q | -28.3%-$4.8K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Armistice Capital, LLCwith 1 co-filers | 8.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 139 | $344.3M | 37,640,713 | 27 | 53 | 36 | 0.0% |
| Q1 2026 | 140 | $406.7M | 35,327,867 | 23 | 48 | 43 | 0.3% |
| Q4 2025 | 138 | $529.1M | 34,894,967 | 19 | 33 | 51 | 0.0% |
| Q3 2025 | 139 | $517.5M | 35,245,745 | 26 | 42 | 46 | 0.3% |
| Q2 2025 | 146 | $400.2M | 35,934,483 | 25 | 64 | 33 | 0.0% |
| Q1 2025 | 148 | $540.5M | 33,319,241 | 21 | 48 | 45 | 0.0% |
| Q4 2024 | 136 | $571.9M | 32,936,653 | 17 | 43 | 37 | 0.0% |
| Q3 2024 | 136 | $538.6M | 34,679,992 | 16 | 39 | 45 | 0.0% |
| Q2 2024 | 124 | $471.4M | 35,701,066 | 21 | 42 | 42 | 0.1% |
| Q1 2024 | 125 | $596.2M | 41,270,285 | 7 | 39 | 47 | 0.0% |
| Q4 2023 | 142 | $499.4M | 37,278,932 | 33 | 41 | 43 | 0.0% |
| Q3 2023 | 139 | $422.0M | 32,936,230 | 23 | 43 | 55 | 0.0% |
| Q2 2023 | 130 | $570.2M | 31,663,425 | 8 | 45 | 46 | 0.0% |
| Q1 2023 | 135 | $480.8M | 28,705,651 | 32 | 67 | 17 | 0.0% |
| Q4 2022 | 115 | $296.7M | 14,494,749 | 23 | 43 | 34 | 0.0% |
| Q3 2022 | 140 | $377.0M | 19,728,176 | 28 | 59 | 28 | 0.0% |
| Q2 2022 | 126 | $466.8M | 19,826,520 | 11 | 45 | 42 | 0.0% |
| Q1 2022 | 147 | $635.2M | 19,426,940 | 23 | 44 | 49 | 0.0% |
| Q4 2021 | 134 | $605.8M | 19,493,497 | 9 | 51 | 47 | 0.0% |
| Q3 2021 | 141 | $746.2M | 19,554,207 | 18 | 53 | 41 | 0.0% |
| Q2 2021 | 134 | $762.0M | 18,993,688 | 13 | 54 | 45 | 0.0% |
| Q1 2021 | 138 | $842.5M | 19,846,738 | 17 | 45 | 48 | 0.0% |
| Q4 2020 | 141 | $817.0M | 18,992,212 | 14 | 40 | 59 | 0.1% |
| Q3 2020 | 133 | $584.7M | 18,738,977 | 8 | 47 | 52 | 0.2% |
| Q2 2020 | 138 | $590.5M | 18,451,710 | 13 | 51 | 53 | 0.1% |
| Q1 2020 | 143 | $518.3M | 18,501,655 | 10 | 66 | 49 | 0.1% |
| Q4 2019 | 154 | $873.6M | 18,898,136 | 20 | 51 | 55 | 0.1% |
| Q3 2019 | 155 | $981.6M | 18,496,877 | 16 | 65 | 48 | 0.1% |
| Q2 2019 | 158 | $968.2M | 18,119,516 | 13 | 58 | 59 | 1.0% |
| Q1 2019 | 170 | $1.1B | 18,592,121 | 21 | 75 | 49 | 1.1% |
| Q4 2018 | 170 | $977.2M | 18,468,966 | 6 | 1 | 5 | 0.8% |