O'REILLY AUTOMOTIVE INC (ORLY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 716,444,167 shares against 808,960,792 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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $6.0B | 64,611,159 | 0.09% | 8q | -0.9%-$55.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.0B | 54,153,543 | 0.11% | 2q | -1.1%-$54.2M |
| STATE STREET CORP | $3.4B | 36,716,335 | 0.10% | 31q | HELD |
| Invesco Ltd. | $2.5B | 26,613,289 | 0.19% | 31q | +1.2%+$30.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $2.2B | 24,183,471 | 0.12% | 31q | -1.6%-$36.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5B | 15,823,209 | 0.07% | 2q | -5.1%-$78.6M |
| MORGAN STANLEY | $1.4B | 15,461,213 | 0.08% | 35q | +4.0%+$54.2M |
| PRINCIPAL FINANCIAL GROUP INC | $1.3B | 14,208,385 | 0.64% | 31q | -21.4%-$355.3M |
| FMR LLC | $1.3B | 13,912,750 | 0.06% | 31q | -24.3%-$411.4M |
| NORGES BANK | $1.3B | 13,734,627 | 0.13% | 32q | +10.4%+$119.6M |
| Nuveen, LLC | $1.0B | 11,289,526 | 0.25% | 6q | -25.1%-$348.2M |
| Bank of New York Mellon Corp | $1.0B | 11,118,861 | 0.17% | 31q | -14.5%-$173.8M |
| GOLDMAN SACHS GROUP INC | $940.6M | 10,213,760 | 0.08% | 31q | +17.5%+$140.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $859.2M | 9,329,667 | 0.16% | 31q | +1.5%+$13.1M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $846.4M | 9,191,478 | 0.08% | 31q | +13.0%+$97.2M |
| JENNISON ASSOCIATES LLC | $834.1M | 9,057,929 | 0.50% | 25q | -2.1%-$18.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $782.6M | 8,498,380 | 0.35% | 30q | +10.1%+$71.5M |
| NORTHERN TRUST CORP | $779.3M | 8,462,529 | 0.09% | 31q | -5.6%-$45.9M |
| Assenagon Asset Management S.A. | $771.6M | 8,378,402 | 0.48% | 31q | +176.1%+$492.2M |
| BANK OF AMERICA CORP /DE/ | $721.7M | 7,837,408 | 0.05% | 31q | -15.6%-$132.9M |
| CITADEL ADVISORS LLC | $686.3M incl. $39.8M options CALL+PUT | 7,019,578 | 0.08% | 31q | +44.7%+$212.0M |
| JPMORGAN CHASE & CO | $678.4M incl. $874.6K options CALL+PUT | 7,514,428 | 0.04% | 31q | -3.2%-$22.4M |
| Baird Financial Group, Inc. | $645.0M | 7,003,675 | 0.89% | 31q | +2.4%+$14.9M |
| UBS Group AG | $626.2M incl. $1.0M options CALL+PUT | 6,788,359 | 0.08% | 31q | +4.3%+$25.9M |
| JANE STREET GROUP, LLC | $621.1M incl. $48.7M options CALL+PUT | 6,215,262 | 0.05% | 31q | +185.1%+$403.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $613.5M | 6,661,984 | 0.08% | 31q | +3.8%+$22.6M |
| Jupiter Topco LLC | $579.8M | 6,295,569 | 0.24% | new | FIRST |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $572.1M | 6,097,344 | 0.18% | 31q | -16.1%-$110.0M |
| Amundi | $547.1M | 5,940,406 | 0.13% | 21q | -30.1%-$235.5M |
| Legal & General Group Plc | $439.1M | 4,768,412 | 0.09% | 31q | -13.0%-$65.9M |
| VANGUARD FIDUCIARY TRUST CO | $428.5M | 4,653,442 | 0.09% | 2q | -4.0%-$17.9M |
| VICTORY CAPITAL MANAGEMENT INC | $410.2M | 4,454,128 | 0.23% | 31q | -3.8%-$16.3M |
| ROYAL BANK OF CANADA | $383.8M incl. $6.0M options CALL | 4,102,287 | 0.06% | 31q | -20.0%-$95.8M |
| D. E. Shaw & Co., Inc. | $339.9M | 3,690,454 | 0.16% | 31q | -17.0%-$69.5M |
| WELLS FARGO & COMPANY/MN | $328.2M | 3,563,525 | 0.05% | 31q | -4.0%-$13.6M |
| ENVESTNET ASSET MANAGEMENT INC | $324.3M | 3,521,113 | 0.08% | 31q | -3.6%-$12.0M |
| MILLENNIUM MANAGEMENT LLC | $317.6M incl. $15.8M options CALL+PUT | 3,276,646 | 0.11% | 31q | +34.1%+$80.8M |
| Qube Research & Technologies Ltd | $301.3M incl. $1.8M options CALL+PUT | 3,252,062 | 0.28% | 20q | +94.8%+$146.6M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $301.1M | 3,269,362 | 0.21% | 31q | +3.3%+$9.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $289.0M | 3,138,599 | 0.05% | 31q | -62.5%-$481.1M |
| Man Group plc | $280.8M | 3,048,747 | 0.45% | 31q | +145.6%+$166.4M |
| Winslow Capital Management, LLC | $278.3M | 3,022,539 | 0.96% | 14q | +2.4%+$6.6M |
| Balyasny Asset Management L.P. | $278.3M incl. $2.3M options CALL | 2,996,975 | 0.35% | 16q | +6.7%+$17.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | $272.1M | 2,954,749 | 0.15% | 31q | +6.5%+$16.7M |
| Welch & Forbes LLC | $258.7M | 2,809,432 | 3.14% | 31q | -0.8%-$2.1M |
| Capital World Investors | $257.0M | 2,791,001 | 0.03% | 4q | +12.7%+$29.0M |
| MARSHFIELD ASSOCIATES | $252.4M | 2,740,457 | 5.92% | 31q | -22.0%-$71.2M |
| SG Americas Securities, LLC | $252.1M incl. $4.5M options CALL | 2,688,398 | 0.14% | 31q | +282.4%+$186.2M |
| Alyeska Investment Group, L.P. | $251.0M | 2,725,114 | 0.65% | 2q | +77.5%+$109.6M |
| DEUTSCHE BANK AG\ | $237.6M | 2,580,310 | 0.07% | 34q | -6.0%-$15.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $235.3M incl. $138.7M options CALL+PUT | 1,049,352 | 0.02% | 31q | +275.3%+$172.6M |
| Connor, Clark & Lunn Investment Management Ltd. | $233.4M | 2,534,581 | 0.44% | 7q | +70.2%+$96.2M |
| CIBC Bancorp USA Inc. | $231.9M | 2,515,902 | 0.28% | 3q | +33.7%+$58.4M |
| DIMENSIONAL FUND ADVISORS LP | $218.9M | 2,377,706 | 0.04% | 31q | +6.1%+$12.6M |
| Swiss National Bank | $217.3M | 2,359,700 | 0.11% | 31q | -4.7%-$10.8M |
| FRANKLIN RESOURCES INC | $213.3M | 2,316,499 | 0.05% | 31q | +99.5%+$106.4M |
| National Pension Service | $209.9M | 2,279,184 | 0.14% | 31q | +2.0%+$4.0M |
| STIFEL FINANCIAL CORP | $204.1M | 2,215,941 | 0.17% | 31q | -3.6%-$7.7M |
| FIRST MANHATTAN CO. LLC. | $203.8M | 2,213,280 | 0.52% | 31q | -2.4%-$5.0M |
| AKRE CAPITAL MANAGEMENT LLC | $199.1M | 2,161,818 | 3.89% | 31q | -44.4%-$158.8M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $195.5M | 2,123,459 | 0.80% | 31q | -3.7%-$7.6M |
| Point72 Asset Management, L.P. | $194.5M incl. $838.0K options CALL+PUT | 2,102,496 | 0.21% | 4q | -1.9%-$3.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $193.0M | 2,095,905 | 0.11% | 31q | +6.2%+$11.2M |
| BNP PARIBAS FINANCIAL MARKETS | $192.1M | 2,085,524 | 0.07% | 31q | -2.0%-$3.8M |
| LOOMIS SAYLES & CO L P | $187.5M | 2,035,771 | 0.23% | 27q | -3.4%-$6.6M |
| Sumitomo Mitsui Trust Group, Inc. | $187.3M | 2,033,477 | 0.11% | 31q | HELD |
| NEUBERGER BERMAN GROUP LLC | $183.8M | 1,996,090 | 0.12% | 31q | +15.8%+$25.0M |
| Junto Capital Management LP | $182.6M | 1,982,469 | 3.20% | new | NEW |
| Squarepoint Ops LLC | $179.8M incl. $1.8M options CALL+PUT | 1,933,402 | 0.20% | 27q | -18.3%-$40.4M |
| RAYMOND JAMES FINANCIAL INC | $178.3M | 1,936,189 | 0.05% | 7q | -4.8%-$9.0M |
| HSBC HOLDINGS PLC | $174.3M | 1,894,093 | 0.07% | 31q | +4.3%+$7.1M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $170.8M | 1,855,002 | 0.51% | 15q | -16.1%-$32.7M |
| NATIXIS ADVISORS, LLC | $169.7M | 1,842,612 | 0.19% | 31q | +11.9%+$18.0M |
| BARCLAYS PLC | $166.0M | 1,802,750 | 0.03% | 31q | -38.8%-$105.3M |
| Vanguard Global Advisers, LLC | $165.0M | 1,791,630 | 0.08% | 2q | -3.0%-$5.1M |
| Russell Investments Group, Ltd. | $156.5M | 1,700,255 | 0.14% | 31q | +12.1%+$16.9M |
| RHUMBLINE ADVISERS | $151.8M | 1,648,397 | 0.11% | 31q | -6.6%-$10.7M |
| AMERIPRISE FINANCIAL INC | $151.5M | 1,645,337 | 0.03% | 31q | -22.9%-$45.1M |
| AMERICAN CENTURY COMPANIES INC | $150.7M | 1,635,906 | 0.07% | 31q | -3.0%-$4.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $150.0M | 1,628,490 | 0.10% | 2q | +10.9%+$14.8M |
| TD Asset Management Inc | $147.9M | 1,606,251 | 0.13% | 31q | -12.8%-$21.8M |
| NOMURA ASSET MANAGEMENT CO LTD | $147.1M | 1,597,098 | 0.31% | 31q | +4.5%+$6.4M |
| BANK OF MONTREAL /CAN/ | $146.8M | 1,593,958 | 0.05% | 31q | +17.6%+$22.0M |
| Simmons Bank | $142.1M | 1,543,326 | 8.11% | 31q | HELD |
| CITIGROUP INC | $141.0M | 1,530,937 | 0.05% | 31q | +52.7%+$48.7M |
| JONES FINANCIAL COMPANIES LLLP | $139.9M | 1,562,085 | 0.06% | 23q | +19.4%+$22.8M |
| Quantinno Capital Management LP | $136.1M | 1,478,363 | 0.16% | 19q | +67.6%+$54.9M |
| AQR CAPITAL MANAGEMENT LLC | $136.1M | 1,486,886 | 0.05% | 31q | -29.3%-$56.4M |
| CONGRESS ASSET MANAGEMENT CO | $135.4M | 1,470,148 | 0.83% | 23q | -3.6%-$5.0M |
| California Public Employees Retirement System | $133.2M | 1,446,936 | 0.08% | 31q | -23.6%-$41.2M |
| ALLIANCEBERNSTEIN L.P. | $122.2M | 1,323,270 | 0.04% | 31q | +1.8%+$2.2M |
| ING GROEP NV | $120.7M | 1,310,396 | 0.59% | 28q | +44.5%+$37.1M |
| SEI INVESTMENTS CO | $117.3M | 1,273,304 | 0.10% | 31q | +1.6%+$1.8M |
| Williams Jones Wealth Management, LLC. | $117.2M | 1,273,001 | 1.32% | 28q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $117.2M | 1,272,504 | 0.11% | 31q | -1.2%-$1.4M |
| HUNTINGTON NATIONAL BANK | $115.4M | 1,252,912 | 0.56% | 31q | HELD |
| Ensign Peak Advisors, Inc | $109.4M | 1,187,702 | 0.18% | 27q | -7.7%-$9.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $107.2M | 1,165,225 | 0.11% | 31q | -13.8%-$17.2M |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $104.8M | 1,138,333 | 0.36% | 31q | -3.0%-$3.3M |
| ABN AMRO INVESTMENT SOLUTIONS | $104.2M | 1,131,262 | 0.90% | 14q | +157.3%+$63.7M |
Showing the largest 100 of 1,683 reported holders.
Q2 2026 in brief
In Q2 2026, 1,683 managers that file Form 13F reported holding O'Reilly Automotive Inc (ORLY), $66.3B in all, or about 89% of the shares outstanding. 158 managers opened a position and 145 sold out completely, against 1,670 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and State Street Corp. Largest new positions: Junto Capital Management Lp ($182.6M), Cartenna Capital, Lp ($32.2M) and Cartenna Capital, Lp ($18.4M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-14 | 2026-08-14 | Material agreement entered | filing |
| 2026-08-11 | 2026-08-10 | Material agreement entered | filing |
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.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-20 | DUMAS ROBERT ALLEN | SVP OF EASTERN STORE OPS/SALES | Sold | 84,600 | $7.8M |
| 2026-05-08 | BECKHAM BRAD W | CEO | Sold | 13,635 | $1.3M |
| 2026-08-12 | MANCINI CHRISTOPHER ANDREW | SVP OF PROF SALES & STORE OPS | Sold | 3,000 | $279.0K |
| 2026-05-18 | MURPHY JOHN RAYMOND | Director | Sold | 2,595 | $230.1K |
| 2026-08-12 | SASTRE MARIA | Director | Sold | 2,000 | $183.7K |
| 2026-05-29 | HENDRICKSON THOMAS | Director | Sold | 1,200 | $106.0K |
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 | 584 | $3.5B | 40,668,653 | 40 | 165 | 221 | 0.1% |
| Q2 2026 | 1,683 | $66.3B | 716,444,167 | 140 | 525 | 637 | 0.6% |
| Q1 2026 | 1,670 | $65.8B | 709,150,188 | 101 | 563 | 613 | 0.5% |
| Q4 2025 | 1,733 | $67.2B | 732,395,536 | 110 | 587 | 568 | 0.5% |
| Q3 2025 | 1,680 | $77.5B | 711,127,658 | 168 | 579 | 546 | 0.8% |
| Q2 2025 | 1,609 | $66.2B | 727,892,744 | 158 | 551 | 539 | 0.9% |
| Q1 2025 | 1,557 | $70.1B | 48,601,347 | 163 | 513 | 541 | 0.7% |
| Q4 2024 | 1,520 | $59.0B | 49,491,237 | 117 | 474 | 477 | 0.6% |
| Q3 2024 | 1,395 | $58.6B | 50,244,438 | 89 | 417 | 519 | 1.2% |
| Q2 2024 | 1,398 | $55.1B | 51,456,983 | 105 | 495 | 455 | 1.4% |
| Q1 2024 | 1,394 | $62.4B | 54,434,565 | 138 | 438 | 498 | 1.7% |
| Q4 2023 | 1,342 | $50.4B | 52,027,250 | 104 | 411 | 461 | 2.1% |
| Q3 2023 | 1,251 | $47.2B | 50,793,099 | 82 | 405 | 426 | 2.2% |
| Q2 2023 | 1,240 | $49.2B | 50,821,829 | 103 | 371 | 471 | 1.5% |
| Q1 2023 | 1,174 | $45.7B | 54,249,602 | 70 | 370 | 445 | 1.0% |
| Q4 2022 | 1,202 | $44.9B | 52,666,508 | 142 | 352 | 438 | 1.1% |
| Q3 2022 | 1,074 | $171.9B | 270,139,741 | 99 | 310 | 404 | 0.3% |
| Q2 2022 | 1,064 | $156.2B | 246,705,612 | 86 | 350 | 395 | 0.2% |
| Q1 2022 | 1,100 | $189.5B | 276,393,057 | 112 | 368 | 363 | 0.1% |
| Q4 2021 | 1,086 | $78.3B | 110,218,410 | 113 | 333 | 324 | 0.7% |
| Q3 2021 | 964 | $129.5B | 211,415,452 | 79 | 309 | 335 | 0.3% |
| Q2 2021 | 945 | $130.4B | 229,904,387 | 80 | 306 | 285 | 0.2% |
| Q1 2021 | 921 | $115.3B | 226,855,249 | 94 | 306 | 299 | 0.2% |
| Q4 2020 | 920 | $102.4B | 225,700,198 | 68 | 294 | 309 | 0.2% |
| Q3 2020 | 872 | $61.2B | 132,336,626 | 84 | 273 | 291 | 0.4% |
| Q2 2020 | 854 | $54.9B | 129,168,493 | 127 | 237 | 325 | 0.8% |
| Q1 2020 | 795 | $117.5B | 389,688,497 | 67 | 216 | 364 | 0.2% |
| Q4 2019 | 914 | $123.1B | 279,551,666 | 91 | 250 | 318 | 0.5% |
| Q3 2019 | 822 | $117.6B | 293,651,371 | 62 | 258 | 306 | 0.5% |
| Q2 2019 | 843 | $110.3B | 316,514,925 | 61 | 263 | 327 | 0.5% |
| Q1 2019 | 874 | $117.8B | 302,937,591 | 104 | 260 | 337 | 0.2% |
| Q4 2018 | 830 | $132.2B | 409,095,964 | 14 | 17 | 13 | 0.3% |