ORLY

O'reilly Automotive Inc
Consumer DiscretionaryUSCUSIP 67103H107◍ Confluence graph
Tracked 13F Holders
1477
-330 QoQ
13F Value (tracked)
$60.8B
Insider Net · 180d
-$10.4M
0↑ 7↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)24 adding · 26 trimming
Insider net (180d)-$10.4M

Who owns ORLY?

1477 tracked 13F filers

1477 tracked 13F filers disclose a position in ORLY as of the latest SEC 13F filings, a combined $60.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$6.0B
65.2M
+2.2%
Added · +1.4M sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$5.1B
54.7M
First observed position
No prior filed position
Q1 2026
3STATE STREET CORP
$3.4B
36.7M
~0%
Reduced · −4K sh
Q2 2026
4GEODE CAPITAL MANAGEMENT, LLC
$2.2B
24.2M
−1.6%
Reduced · −398K sh
Q2 2026
5FMR LLC
$1.7B
18.4M
−15%
Reduced · −3.2M sh
Q1 2026
6PRINCIPAL FINANCIAL GROUP INC
$1.7B
18.1M
−16%
Reduced · −3.6M sh
Q1 2026
7VANGUARD PORTFOLIO MANAGEMENT LLC
$1.5B
16.7M
First observed position
No prior filed position
Q1 2026
8Nuveen, LLC
$1.4B
15.1M
+33%
Added · +3.7M sh
Q1 2026
9MORGAN STANLEY
$1.4B
14.9M
−6.5%
Reduced · −1.0M sh
Q1 2026
10Bank of New York Mellon Corp
$1.2B
13.0M
−9.0%
Reduced · −1.3M sh
Q1 2026
11NORGES BANK
$1.1B
12.4M
+15%
Added · +1.6M sh
Q4 2025
12BANK OF AMERICA CORP /DE/
$856.7M
9.3M
−7.7%
Reduced · −772K sh
Q1 2026
13JENNISON ASSOCIATES LLC
$854.2M
9.3M
−23%
Reduced · −2.7M sh
Q1 2026
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$848.1M
9.2M
+20%
Added · +1.5M sh
Q1 2026
15NORTHERN TRUST CORP
$827.2M
9.0M
−1.6%
Reduced · −147K sh
Q1 2026
16GOLDMAN SACHS GROUP INC
$802.4M
8.7M
−6.9%
Reduced · −649K sh
Q1 2026
17Amundi
$784.4M
8.5M
+20%
Added · +1.4M sh
Q1 2026
18PRICE T ROWE ASSOCIATES INC /MD/
$751.0M
8.1M
+15%
Added · +1.1M sh
Q1 2026
19JPMORGAN CHASE & CO
$715.0M
7.8M
+12%
Added · +825K sh
Q1 2026
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$712.8M
7.7M
−3.7%
Reduced · −294K sh
Q1 2026
21MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$681.9M
7.3M
−9.2%
Reduced · −734K sh
Q1 2026
22Baird Financial Group, Inc.
$631.6M
6.8M
+3.9%
Added · +256K sh
Q1 2026
23UBS Group AG
$600.7M
6.5M
+6.1%
Added · +377K sh
Q1 2026
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$592.3M
6.4M
+2.5%
Added · +160K sh
Q1 2026
25Legal & General Group Plc
$506.2M
5.5M
+0.6%
Added · +35K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ORLY being bought or sold by institutions?

Last quarter, 2 funds opened a new position in ORLY and 22 added to an existing one, while 26 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
22
funds
Reduced
26
funds
Exited
0
funds

Funds that own ORLY also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT952 funds$376.9B
NVIDIA CORPNVDA946 funds$542.0B
AMAZON.COM INCAMZN942 funds$287.3B
APPLE INCAAPL937 funds$421.1B
ALPHABET INC-CL AGOOGL927 funds$253.0B
META PLATFORMS INC-CLASS AMETA920 funds$156.2B
JPMORGAN CHASE & COJPM906 funds$97.9B
VISA INC-CLASS A SHARESV900 funds$91.8B
BROADCOM INCAVGO894 funds$214.6B
ALPHABET INC-CL CGOOG890 funds$172.5B
ELI LILLY & COLLY890 funds$110.7B
COSTCO WHOLESALE CORPCOST881 funds$55.3B

Ranked by how many of ORLY's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$10.4M
7 insiders
Net
-$10.4M
8 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 28, 2026HENDRICKSON THOMASDirectorSell (S)1K$88K
Aug 12, 2026SASTRE MARIADirectorSell (S)2K$184K
Aug 12, 2026MANCINI CHRISTOPHER ANDREWSVP OF PROF SALES & STORE OPSSell (S)3K$279K
May 29, 2026HENDRICKSON THOMASDirectorSell (S)1K$106K
May 20, 2026DUMAS ROBERT ALLENSVP OF EASTERN STORE OPS/SALESSell (S)85K$7.8M
May 18, 2026MURPHY JOHN RAYMONDDirectorSell (S)3K$230K
May 8, 2026BECKHAM BRAD WCEOSell (S)14K$1.3M
May 7, 2026HOPPER PHILIP MSVP OF REAL ESTATE & EXPANSIONSell (S)4K$350K
Feb 27, 2026SASTRE MARIADirectorSell (S)1K$93K
Nov 26, 2025MANCINI CHRISTOPHER ANDREWSVP OF STORE OPERATIONSSell (S)2K$239K
Nov 26, 2025HOPPER PHILIP MSVP OF REAL ESTATE & EXPANSIONSell (S)4K$354K
Nov 18, 2025FLETCHER JEREMY ADAMEVP & CFOSell (S)4K$380K

Institutional ownership over time

1091 funds+137 since Q3 2024
07261451Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $13.2B · 1 values withheld

Recent filings

15 shown

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Connected entities for ORLY

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Ask your agent what changed in ORLY

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ORLY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ORLY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ORLY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.