| 9.207% |
| 0.31% |
| 4 | BlackRock, Inc. | 3.3M | $30.4M | +3.7% | 8.230% | 0.00% |
| 5 | PARADIGM CAPITAL MANAGEMENT INC/NY | 3.3M | $30.2M | -0.1% | 8.165% | 0.82% |
| 6 | ARMISTICE CAPITAL, LLC | 3.3M | $29.8M | +20.9% | 8.075% | 0.36% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $15.8M | +4.6% | 4.283% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.0M | $9.6M | +11.6% | 2.593% | 0.00% |
| 9 | STATE STREET CORP | 953K | $8.7M | +5.0% | 2.358% | 0.00% |
| 10 | AQR CAPITAL MANAGEMENT LLC | 887K | $8.1M | +369.1% | 2.195% | 0.00% |
| 11 | MILLENNIUM MANAGEMENT LLC | 862K | $7.9M | -19.2% | 2.133% | 0.00% |
| 12 | AYAL Capital Advisors Ltd | 775K | $7.1M | -1.1% | 1.918% | 1.92% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 732K | $6.7M | -13.1% | 1.810% | 0.00% |
| 14 | JACOBS LEVY EQUITY MANAGEMENT, INC | 481K | $4.4M | +26.8% | 1.190% | 0.02% |
| 15 | GOLDMAN SACHS GROUP INC | 446K | $4.1M | +37.5% | 1.104% | 0.00% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 405K | $3.7M | +2.1% | 1.002% | 0.00% |
| 17 | NORTHERN TRUST CORP | 364K | $3.3M | +7.9% | 0.900% | 0.00% |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 344K | $3.1M | +71.9% | 0.852% | 0.00% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 335K | $3.1M | +2.7% | 0.828% | 0.00% |
| 20 | MORGAN STANLEY | 296K | $2.7M | +49.8% | 0.731% | 0.00% |
| 21 | BANK OF AMERICA CORP /DE/ | 292K | $2.7M | +37.5% | 0.722% | 0.00% |
| 22 | TUDOR INVESTMENT CORP ET AL | 269K | $2.5M | +2.3% | 0.666% | 0.00% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 267K | $2.4M | +4.4% | 0.661% | 0.00% |
| 24 | FMR LLC | 265K | $2.4M | +180.2% | 0.657% | 0.00% |
| 25 | Russell Investments Group, Ltd. | 199K | $1.8M | -5.9% | 0.493% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OFIX — a direct measure of their conviction.
| 85.72% |
| 0.78 pp |
| $533M |
| 5.5% |
| Q4 2024 | 150 | +0.7% | 86.50% | 4.58 pp | $564M | +6.9% |
| Q3 2024 | 149 | — | 91.08% | — | $527M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
25 institutions opened new positions in OFIX during Q2 2026, while 27 fully exited. 29 added to existing positions and 84 trimmed.
OFIX institutional ownership rose by 4.11 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 73.1% of all reported 13F value in OFIX, and the top 25 account for 90.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Orthofix Medical Inc. (OFIX) Institutional Ownership