ORLY

O'reilly Automotive Inc$86.25 4.25%
Consumer DiscretionaryUSCUSIP 67103H107· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
957
-6 QoQ
13F Value (tracked)
$59.4B
Insider Net · 180d
-$9.9M
0↑ 6↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)21 adding · 29 trimming
Insider net (180d)-$9.9M

Price & smart-money activity

$86.25 4.25%5Y +117.6%
$33.69$53.35$73.02$92.68$112.342021202220232024202520261452219271024911235145153545
Hover for who · click for detailEnd-of-day closing prices52w $82.73 – $107.82
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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.

Top institutional holders

957 tracked 13F filers
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
New
+54.7M sh
Q1 2026
3STATE STREET CORP
$3.4B
36.7M
−1.3%
Reduced · −486K sh
Q1 2026
4GEODE CAPITAL MANAGEMENT, LLC
$2.3B
24.6M
+1.8%
Added · +441K sh
Q1 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
New
+16.7M sh
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.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
20
funds
Reduced
29
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$9.9M
6 insiders
Net
-$9.9M
6 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
May 29, 2026HENDRICKSON THOMASDirectorSell (S)1K$106K
May 20, 2026DUMAS ROBERT ALLENSVP OF EASTERN STORE OPS/SALESOption exercise (M)10K$164K
May 20, 2026DUMAS ROBERT ALLENSVP OF EASTERN STORE OPS/SALESOption exercise (M)75K$1.3M
May 20, 2026DUMAS ROBERT ALLENSVP OF EASTERN STORE OPS/SALESSell (S)85K$7.8M
May 20, 2026DUMAS ROBERT ALLENSVP OF EASTERN STORE OPS/SALESOption exercise (M)10K$0
May 20, 2026DUMAS ROBERT ALLENSVP OF EASTERN STORE OPS/SALESOption exercise (M)75K$0
May 18, 2026MURPHY JOHN RAYMONDDirectorSell (S)3K$230K
May 15, 2026MURPHY JOHN RAYMONDDirectorGrant (A)2K$180K
May 15, 2026WHITFIELD FRED ALANDirectorGrant (A)2K$180K
May 15, 2026deBeers Kimberly A.DirectorGrant (A)2K$180K
May 15, 2026JOHNSON GREGORY DDirectorGrant (A)2K$180K
May 15, 2026HENDRICKSON THOMASDirectorGrant (A)2K$180K

Institutional ownership over time

959 funds+221 since Q3 2024
0483965Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $58.3B · 1 values withheld

Funds that own ORLY also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN474 funds$247.5B
MICROSOFT CORPMSFT471 funds$325.7B
NVIDIA CORPNVDA470 funds$452.3B
APPLE INCAAPL467 funds$348.4B
ALPHABET INC-CL AGOOGL467 funds$213.4B
META PLATFORMS INC-CLASS AMETA466 funds$135.0B
VISA INC-CLASS A SHARESV464 funds$74.3B
BROADCOM INCAVGO463 funds$176.6B
JPMORGAN CHASE & COJPM459 funds$84.0B
COSTCO WHOLESALE CORPCOST457 funds$51.6B
ELI LILLY & COLLY455 funds$88.6B
ALPHABET INC-CL CGOOG452 funds$142.0B

Ranked by how many of ORLY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.