ORTHOFIX MED INC (OFIX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 38,295,699 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| ACADIAN ASSET MANAGEMENT LLC | $8.1M | 887,200 | 0.01% | 31q | +58.5%+$3.0M |
| 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 |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $960.0K | 104,998 | 0.00% | 14q | +39.2%+$270.3K |
| 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 | +10.4%+$69.5K |
| 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 |
| 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 | +126.6%+$174.1K |
| BARCLAYS PLC | $281.1K | 30,760 | 0.00% | 31q | -14.5%-$47.8K |
| RBF Capital, LLC | $274.2K | 30,000 | 0.01% | 9q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $272.1K | 29,769 | 0.00% | new | NEW |
| GSA CAPITAL PARTNERS LLP | $254.0K | 27,801 | 0.02% | 3q | -77.1%-$853.6K |
| 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 |
| Tower Research Capital LLC (TRC) | $30.2K | 3,303 | 0.00% | 25q | -5.9%-$1.9K |
| SIMPLEX TRADING, LLC | $28.0K incl. $25.6K options PUT | 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 |
| State of Alaska, Department of Revenue | $19.0K | 2,102 | 0.00% | 4q | HELD |
| ROYAL BANK OF CANADA | $16.0K | 1,692 | 0.00% | 21q | +149.6%+$9.6K |
Showing the largest 100 of 143 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-22 | Juniper Investment Company, LLC | 10% owner | Sold | 242,000 | $2.6M |
| 2026-09-21 | Juniper Investment Company, LLC | 10% owner | Sold | 190,000 | $1.7M |
| 2026-09-21 | Juniper Investment Company, LLC | 10% owner | Bought | 190,000 | $1.7M |
| 2026-09-18 | Juniper Investment Company, LLC | 10% owner | Sold | 120,000 | $1.0M |
| 2026-09-18 | Juniper Investment Company, LLC | 10% owner | Bought | 120,000 | $1.0M |
| 2026-08-14 | Juniper Investment Company, LLC | 10% owner | Sold | 19,500 | $202.5K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 20 | $2.8M | 297,029 | 3 | 7 | 8 | 0.0% |
| Q2 2026 | 143 | $350.3M | 38,295,699 | 25 | 57 | 37 | 0.0% |
| Q1 2026 | 147 | $414.8M | 36,033,614 | 25 | 51 | 42 | 0.3% |
| Q4 2025 | 145 | $533.8M | 35,209,572 | 20 | 35 | 53 | 0.0% |
| Q3 2025 | 147 | $521.1M | 35,494,520 | 27 | 46 | 48 | 0.3% |
| Q2 2025 | 158 | $402.7M | 36,112,414 | 28 | 67 | 35 | 0.0% |
| Q1 2025 | 159 | $543.0M | 33,292,635 | 22 | 53 | 46 | 0.0% |
| Q4 2024 | 150 | $577.0M | 33,046,771 | 18 | 48 | 39 | 0.0% |
| Q3 2024 | 150 | $543.2M | 34,759,687 | 23 | 41 | 47 | 0.0% |
| Q2 2024 | 130 | $472.1M | 35,582,055 | 22 | 43 | 44 | 0.1% |
| Q1 2024 | 134 | $600.4M | 41,339,852 | 8 | 41 | 52 | 0.0% |
| Q4 2023 | 154 | $511.9M | 37,960,736 | 37 | 42 | 49 | 0.0% |
| Q3 2023 | 158 | $439.7M | 34,170,757 | 27 | 45 | 64 | 0.0% |
| Q2 2023 | 147 | $596.9M | 33,050,964 | 9 | 48 | 55 | 0.0% |
| Q1 2023 | 160 | $545.9M | 32,587,341 | 38 | 81 | 21 | 0.0% |
| Q4 2022 | 153 | $419.8M | 20,446,891 | 26 | 56 | 52 | 0.0% |
| Q3 2022 | 135 | $418.2M | 21,886,581 | 28 | 56 | 27 | 0.0% |
| Q2 2022 | 122 | $498.0M | 21,151,719 | 11 | 45 | 40 | 0.0% |
| Q1 2022 | 141 | $686.3M | 20,990,511 | 23 | 43 | 46 | 0.0% |
| Q4 2021 | 130 | $804.7M | 25,890,696 | 9 | 50 | 46 | 0.0% |
| Q3 2021 | 137 | $982.0M | 25,741,210 | 18 | 51 | 41 | 0.0% |
| Q2 2021 | 130 | $1.0B | 25,196,720 | 13 | 53 | 44 | 0.0% |
| Q1 2021 | 134 | $1.1B | 25,752,405 | 17 | 43 | 49 | 0.0% |
| Q4 2020 | 137 | $1.9B | 45,349,493 | 14 | 39 | 57 | 0.0% |
| Q3 2020 | 130 | $1.3B | 42,936,125 | 8 | 46 | 52 | 0.1% |
| Q2 2020 | 135 | $1.3B | 41,952,755 | 13 | 50 | 51 | 0.1% |
| Q1 2020 | 141 | $1.6B | 55,898,774 | 10 | 66 | 47 | 0.0% |
| Q4 2019 | 151 | $1.2B | 25,228,277 | 20 | 49 | 56 | 0.1% |
| Q3 2019 | 152 | $2.0B | 37,111,755 | 16 | 63 | 47 | 0.0% |
| Q2 2019 | 155 | $2.0B | 38,035,059 | 13 | 56 | 58 | 0.5% |
| Q1 2019 | 167 | $2.3B | 40,808,132 | 21 | 74 | 49 | 0.5% |
| Q4 2018 | 167 | $2.1B | 39,217,422 | 6 | 1 | 5 | 0.4% |
