Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in OFIX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Engine Capital Management, LP | 4.4M | $50.4M | +3.2% | 10.862% | 6.08% |
| 2 | Juniper Investment Company, LLC | 4.0M | $45.6M | +13.3% | 9.839% | 14.57% |
| 3 | Rubric Capital Management LP | 3.7M | $42.7M | 0.0% | 9.207% | 0.52% |
| 4 | PARADIGM CAPITAL MANAGEMENT INC/NY | 3.3M | $37.9M | 0.0% | 8.176% | 1.45% |
| 5 | BlackRock, Inc. | 3.2M | $36.8M | +2.2% | 7.936% | 0.00% |
| 6 | ARMISTICE CAPITAL, LLC | 2.7M | $31.0M | +2.0% | 6.680% | 0.91% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $19.0M | — | 4.095% | 0.00% |
| 8 | MILLENNIUM MANAGEMENT LLC | 1.1M | $12.2M | -26.0% | 2.639% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 939K | $10.8M | -0.9% | 2.323% | 0.00% |
| 10 | STATE STREET CORP | 907K | $10.4M | +5.8% | 2.245% | 0.00% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 842K | $9.7M | -11.3% | 2.082% | 0.00% |
| 12 | AYAL Capital Advisors Ltd | 784K | $9.0M | +5.6% | 1.939% | 5.45% |
| 13 | Philosophy Capital Management LLC | 559K | $6.4M | -45.0% | 1.383% | 0.73% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 397K | $4.5M | — | 0.981% | 0.00% |
| 15 | JACOBS LEVY EQUITY MANAGEMENT, INC | 379K | $4.3M | +162.3% | 0.938% | 0.02% |
| 16 | NORTHERN TRUST CORP | 337K | $3.9M | +5.9% | 0.835% | 0.00% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 326K | $3.7M | -2.4% | 0.806% | 0.00% |
| 18 | GOLDMAN SACHS GROUP INC | 324K | $3.7M | +53.4% | 0.803% | 0.00% |
| 19 | TUDOR INVESTMENT CORP ET AL | 263K | $3.0M | +29.8% | 0.651% | 0.01% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 256K | $2.9M | — | 0.633% | 0.00% |
| 21 | GABELLI FUNDS LLC | 224K | $2.6M | -4.8% | 0.554% | 0.02% |
| 22 | BANK OF AMERICA CORP /DE/ | 212K | $2.4M | -18.8% | 0.525% | 0.00% |
| 23 | Russell Investments Group, Ltd. | 212K | $2.4M | +7.0% | 0.524% | 0.00% |
| 24 | GAMCO INVESTORS, INC. ET AL | 202K | $2.3M | +17.5% | 0.499% | 0.02% |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 200K | $2.3M | -21.8% | 0.495% | 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.
Filings activity in OFIX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 144 | +3.6% | 107.44% | 32.90 pp | $404M | 23% |
| Q4 2025 | 139 | +1.5% | 140.34% | +4.37 pp | $528M | +3.2% |
| Q3 2025 | 137 | 13% | 135.97% | +30.59 pp | $512M | +29% |
| Q2 2025 | 158 | +0.0% | 105.38% | 36.12 pp | $397M | 26% |
| Q1 2025 | 158 | +5.3% | 141.50% | 8.32 pp | $533M | 5.5% |
| Q4 2024 | 150 | +0.7% | 149.82% | +9.73 pp | $564M | +6.9% |
| Q3 2024 | 149 | +14% | 140.09% | +15.03 pp | $527M | +12% |
| Q2 2024 | 131 | — | 125.06% | — | $471M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OFIX stock.
Based on Q1 2026 13F filings, institutional ownership of Orthofix Medical Inc. stands at 107.4%, held across 144 reporting institutions.
Engine Capital Management, LP is the largest reported institutional holder of OFIX, with approximately 4,390,779 shares worth $0.05B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of OFIX, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for OFIX is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
29 institutions opened new positions in OFIX during Q1 2026, while 24 fully exited. 26 added to existing positions and 89 trimmed.
OFIX institutional ownership fell by 32.90 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 73.4% of all reported 13F value in OFIX, and the top 25 account for 89.0%.
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