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Orthofix Medical Inc.

OFIX
Exchange
Nasdaq
Industry
Surgical & Medical Instruments & Apparatus
SEC CIK
0000884624

In the last 90 days, Orthofix Medical Inc. insiders filed 1 open-market purchase and 3 sales; 143 institutions reported holding it in 13F filings for Q2 2026, worth $350.3M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Orthofix Medical Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
156
−2 vs. Q3 2023
Shares held
38.0M
+3.81M (+11.2%) vs. Q3 2023
Total value
$511.9M
+$72.7M (+16.6%) vs. Q3 2023
New holders
46
44 more added
Sold out
48
53 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OFIX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 156 institutions
Q1 2021: 140 institutionsQ2 2021: 134 institutionsQ3 2021: 142 institutionsQ4 2021: 136 institutionsQ1 2022: 149 institutionsQ2 2022: 130 institutionsQ3 2022: 144 institutionsQ4 2022: 154 institutionsQ1 2023: 162 institutionsQ2 2023: 150 institutionsQ3 2023: 159 institutionsQ4 2023: 156 institutionsQ1 2024: 136 institutionsQ2 2024: 130 institutionsQ3 2024: 149 institutionsQ4 2024: 150 institutionsQ1 2025: 160 institutionsQ2 2025: 159 institutionsQ3 2025: 145 institutionsQ4 2025: 144 institutionsQ1 2026: 147 institutionsQ2 2026: 143 institutions
Value heldQ4 2023: $511.9M
Q1 2021: $844.5MQ2 2021: $761.9MQ3 2021: $845.7MQ4 2021: $605.6MQ1 2022: $635.2MQ2 2022: $466.9MQ3 2022: $377.0MQ4 2022: $419.7MQ1 2023: $546.4MQ2 2023: $596.9MQ3 2023: $439.5MQ4 2023: $511.9MQ1 2024: $600.2MQ2 2024: $471.8MQ3 2024: $543.0MQ4 2024: $577.0MQ1 2025: $543.0MQ2 2025: $402.7MQ3 2025: $519.6MQ4 2025: $533.8MQ1 2026: $413.4MQ2 2026: $350.3M
Institutions holding OFIX and their total value by quarter
QuarterHoldersValue
Q2 2026143$350.3M
Q1 2026147$413.4M
Q4 2025144$533.8M
Q3 2025145$519.6M
Q2 2025159$402.7M
Q1 2025160$543.0M
Q4 2024150$577.0M
Q3 2024149$543.0M
Q2 2024130$471.8M
Q1 2024136$600.2M
Q4 2023156$511.9M
Q3 2023159$439.5M
Q2 2023150$596.9M
Q1 2023162$546.4M
Q4 2022154$419.7M
Q3 2022144$377.0M
Q2 2022130$466.9M
Q1 2022149$635.2M
Q4 2021136$605.6M
Q3 2021142$845.7M
Q2 2021134$761.9M
Q1 2021140$844.5M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Orthofix Medical Inc.; share changes are against Q3 2023.

Institutions holding OFIX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley4,185,738$56.4M0.00%+3,744,102+847.8%Added
Rubric Capital Management LP3,665,000$49.4M1.84%+230,335+6.7%Added
Armistice Capital, LLC3,600,000$48.5M1.29%+636,000+21.5%Added
BlackRock Inc.3,317,319$44.7M0.00%−2,646,049−44.4%Reduced
Engine Capital Management, LP3,035,301$40.9M6.75%+3,035,301New
Vanguard Group Inc1,999,666$27.0M0.00%−486,407−19.6%Reduced
State Street Corp1,163,825$15.7M0.00%−334,442−22.3%Reduced
Newtyn Management, LLC1,053,320$14.2M2.79%+1,053,320New
Paradigm Capital Management Inc936,300$12.6M0.66%+645,800+222.3%Added
Geode Capital Management, LLC791,806$10.7M0.00%+43,457+5.8%Added
Emerald Advisers, LLC757,186$10.2M0.44%+195,704+34.9%Added
Jacobs Levy Equity Management, Inc646,380$8.71M0.04%+646,380New
Assenagon Asset Management S.A.568,519$7.66M0.02%−120.0%Reduced
Millennium Management LLC508,108$6.85M0.01%+508,108New
Glenview Capital Management, LLC500,000$6.74M0.16%+500,000New
Boone Capital Management LLC500,000$6.74M1.57%+500,000New
AYAL Capital Advisors Ltd475,242$6.41M5.01%+475,242New
AWM Investment Company, Inc.474,456$6.40M0.84%−124,007−20.7%Reduced
Charles Schwab Investment Management Inc461,885$6.23M0.00%+32,400+7.5%Added
Dimensional Fund Advisors LP458,099$6.18M0.00%−439,271−49.0%Reduced
Emerald Mutual Fund Advisers Trust394,662$5.32M0.28%−63,819−13.9%Reduced
Tejara Capital Ltd394,095$5.31M2.23%+184,300+87.8%Added
Northern Trust Corp355,111$4.79M0.00%−33,057−8.5%Reduced
Renaissance Technologies LLC339,318$4.57M0.01%−186,418−35.5%Reduced
Clearline Capital LP321,122$4.33M0.48%−200,624−38.5%Reduced
Jupiter Asset Management Ltd297,013$4.00M0.04%+297,013New
Jane Street Group, LLC277,664$3.74M0.00%+277,664New
Citadel Advisors LLC270,918$3.65M0.00%+31,909+13.4%Added
ExodusPoint Capital Management, LP270,506$3.65M0.05%−116,887−30.2%Reduced
Nuveen Asset Management, LLC263,293$3.55M0.00%+42,633+19.3%Added
Algert Global LLC249,747$3.37M0.14%+111,593+80.8%Added
Russell Investments Group, Ltd.233,979$3.15M0.01%+118,269+102.2%Added
Great Lakes Advisors, LLC230,253$3.10M0.03%−49,802−17.8%Reduced
Cubist Systematic Strategies, LLC225,339$3.04M0.04%+122,181+118.4%Added
Voya Investment Management LLC214,048$2.89M0.00%+199,166+1,338.3%Added
Western Standard LLC170,319$2.30M2.17%−159,332−48.3%Reduced
HRT Financial LP168,817$2.27M0.02%+168,817New
Bank of New York Mellon Corp154,636$2.08M0.00%−132,283−46.1%Reduced
Mutual of America Capital Management LLC152,347$2.05M0.02%−9,029−5.6%Reduced
Gabelli Funds LLC139,500$1.88M0.01%+4,500+3.3%Added
Goldman Sachs Group Inc137,590$1.85M0.00%+60,473+78.4%Added
Clough Capital Partners L P136,100$1.83M0.20%+136,100New
Connor, Clark & Lunn Investment Management Ltd.136,044$1.83M0.01%+752+0.6%Added
Ameriprise Financial Inc126,755$1.71M0.00%−153,959−54.8%Reduced
Gamco Investors, Inc. Et Al123,300$1.66M0.02%+31,900+34.9%Added
Two Sigma Investments, LP116,197$1.57M0.00%+102,521+749.6%Added
Marshall Wace, LLP109,574$1.48M0.00%−37,340−25.4%Reduced
Barclays PLC107,354$1.45M0.00%+82,276+328.1%Added
Jump Financial, LLC107,197$1.45M0.05%+107,197New
Bank of America Corp96,818$1.31M0.00%+40,762+72.7%Added
Susquehanna International Group, LLP83,175$1.12M0.00%+65,049+358.9%Added
UBS Oconnor LLC80,249$1.08M0.03%−27,783−25.7%Reduced
JPMorgan Chase & Co73,272$987.7K0.00%+36,236+97.8%Added
Swiss National Bank72,400$976.0K0.00%−4,000−5.2%Reduced
Kennedy Capital Management, Inc.71,469$963.4K0.02%−1,092−1.5%Reduced
UBS Group AG69,839$941.4K0.00%+56,704+431.7%Added
Deutsche Bank AG68,685$925.9K0.00%+51,897+309.1%Added
Two Sigma Advisers, LP62,911$848.0K0.00%−47,824−43.2%Reduced
Occudo Quantitative Strategies LP59,486$801.9K0.11%+21,620+57.1%Added
HighTower Advisors, LLC59,090$797.0K0.00%−64,214−52.1%Reduced
Rhumbline Advisers57,723$778.1K0.00%−61,171−51.5%Reduced
Global Strategic Investment Solutions, LLC57,691$777.7K0.10%00.0%Unchanged
Qube Research & Technologies Ltd56,175$757.2K0.00%+56,175New
Invesco Ltd.55,026$741.8K0.00%−168,066−75.3%Reduced
Public Employees Retirement System of Ohio54,552$735.4K0.00%+53,925+8,600.5%Added
Factorial Partners, LLC54,254$731.3K0.46%+14,400+36.1%Added
AREX Capital Management, LP51,368$692.4K1.01%+51,368New
Keeley-Teton Advisors, LLC50,339$678.6K0.09%+29,689+143.8%Added
Marathon Trading Investment Management LLC50,000$674.0K0.13%+50,000New
Engineers Gate Manager LP48,955$659.9K0.02%+48,955New
Arrowstreet Capital, Limited Partnership46,801$631.0K0.00%+46,801New
Tudor Investment Corp Et Al46,748$630.2K0.01%+46,748New
Segall Bryant & Hamill, LLC44,484$599.6K0.01%−1,298,458−96.7%Reduced
Credit Suisse AG41,840$564.0K0.00%−699−1.6%Reduced
Alliancebernstein L.P.39,129$527.5K0.00%−2,169−5.3%Reduced
SEI Investments Co38,841$523.6K0.00%−6,805−14.9%Reduced
California State Teachers Retirement System38,530$519.4K0.00%+130+0.3%Added
Centiva Capital, LP36,691$494.6K0.03%+36,691New
American Century Companies Inc35,372$476.8K0.00%+9,844+38.6%Added
Turtle Creek Wealth Advisors, LLC35,135$473.6K0.14%+35,135New
UBS Asset Management Americas Inc33,873$456.6K0.00%+1,513+4.7%Added
Boston Partners32,893$443.4K0.00%−8,960−21.4%Reduced
Legal & General Group Plc31,984$431.1K0.00%−66,817−67.6%Reduced
Price T Rowe Associates Inc31,721$428.0K0.00%+977+3.2%Added
AQR Capital Management LLC30,278$408.1K0.00%−51−0.2%Reduced
Fox Run Management, L.L.C.29,801$401.7K0.10%+29,801New
Putnam Investments LLC29,800$401.7K0.00%+8,305+38.6%Added
Quantbot Technologies LP29,728$400.7K0.02%+29,728New
Landscape Capital Management, L.L.C.26,033$350.9K0.03%+26,033New
Principal Financial Group Inc24,918$335.9K0.00%−189,428−88.4%Reduced
Tower Research Capital LLC (TRC)23,776$320.5K0.00%+19,556+463.4%Added
SG Americas Securities, LLC23,497$317.0K0.00%−230−1.0%Reduced
Schonfeld Strategic Advisors LLC23,287$313.9K0.00%+23,287New
Teton Advisors, Inc.22,500$303.3K0.10%−3,000−11.8%Reduced
Shell Asset Management Co22,499$303.0K0.01%−6,744−23.1%Reduced
HighMark Wealth Management LLC7,073$302.0K0.22%−107,987−93.9%Reduced
New York Life Investment Management LLC20,777$280.1K0.00%−479−2.3%Reduced
Mirabella Financial Services LLP19,937$269.0K0.04%+19,937New
Entropy Technologies, LP19,462$262.3K0.05%+19,462New
Janus Henderson Group PLC19,326$260.6K0.00%−28−0.1%Reduced