OREILLY AUTOMOTIVE INC ORLY
COM · Common Stock · CUSIP 67103H107 · ISIN US67103H1077
American automotive parts company
- SectorConsumer discretionary
- IndustryRetail-Auto & Home Supply Stores
- HeadquartersSpringfield, MO
- Founded1957
- Websiteoreillyauto.com
- FilingsSEC EDGAR
Q1 2025 share counts are adjusted for a 15-for-1 stock split, so holders aren't shown as buying or selling because of it.
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($246.0m this quarter). Holder counts are more reliable. Shares outstanding: 848.5m as of 2025-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $90.13. Options: 26 managers hold calls ($301.8m notional), 25 hold puts ($272.2m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,094 |
| Q4 2022 | 1,199 |
| Q1 2023 | 1,176 |
| Q2 2023 | 1,236 |
| Q3 2023 | 1,246 |
| Q4 2023 | 1,334 |
| Q1 2024 | 1,386 |
| Q2 2024 | 1,394 |
| Q3 2024 | 1,393 |
| Q4 2024 | 1,518 |
| Q1 2025 | 1,555 |
| Q2 2025 | 1,608 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 516 | 540 |
| Q4 2023 | 542 | 561 |
| Q1 2024 | 602 | 622 |
| Q2 2024 | 630 | 583 |
| Q3 2024 | 538 | 656 |
| Q4 2024 | 631 | 576 |
| Q1 2025 | 699 | 690 |
| Q2 2025 | 745 | 680 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $341.5m | $388.7m | 1.14 |
| Q4 2024 | $192.7m | $152.2m | 0.79 |
| Q1 2025 | $356.6m | $148.4m | 0.42 |
| Q2 2025 | $301.8m | $272.2m | 0.90 |
Biggest buyers
| VICTORY CAPITAL MANAGEMENT INC | Added | +4.9m |
| ROYAL BANK OF CANADA | Added | +4.7m |
| JENNISON ASSOCIATES LLC | Added | +3.1m |
| Nuveen, LLC | Added | +2.8m |
| Squarepoint Ops LLC | Added | +2.6m |
| BlackRock, Inc. | Added | +2.3m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +1.7m |
| Qube Research & Technologies Ltd | Added | +1.6m |
| AGF MANAGEMENT LTD | Added | +1.4m |
| GOLDMAN SACHS GROUP INC | Added | +1.3m |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -5.5m |
| Amundi | Reduced | -4.7m |
| Assenagon Asset Management S.A. | Reduced | -4.3m |
| Winslow Capital Management, LLC | Reduced | -3.6m |
| AKRE CAPITAL MANAGEMENT LLC | Reduced | -3.5m |
| CITADEL ADVISORS LLC | Reduced | -2.5m |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -1.6m |
| 1832 Asset Management L.P. | Sold out | -1.3m |
| Zurich Insurance Group Ltd/FI | Sold out | -1.2m |
| Bank of New York Mellon Corp | Reduced | -1.0m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $124.4m1.4m shares |
| CITADEL ADVISORS LLC | Reduced | $50.3m557.8k shares |
| JANE STREET GROUP, LLC | Added | $27.5m305.5k shares |
| GOLDMAN SACHS GROUP INC | Unchanged | $16.2m180.0k shares |
| IMC-Chicago, LLC | Added | $15.2m168.8k shares |
| WOLVERINE TRADING, LLC | Added | $14.1m157.9k shares |
| Squarepoint Ops LLC | New | $12.3m137.0k shares |
| D. E. Shaw & Co., Inc. | New | $7.7m85.0k shares |
| UBS Group AG | Reduced | $5.5m61.5k shares |
| TUDOR INVESTMENT CORP ET AL | New | $5.0m55.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $75.2m834.2k shares |
| CITADEL ADVISORS LLC | Added | $58.7m651.7k shares |
| BARCLAYS PLC | New | $46.5m516.0k shares |
| IMC-Chicago, LLC | New | $21.9m242.5k shares |
| JANE STREET GROUP, LLC | Added | $20.2m224.2k shares |
| UBS Group AG | Added | $8.0m88.5k shares |
| WOLVERINE TRADING, LLC | Reduced | $7.3m81.9k shares |
| Walleye Trading LLC | Added | $7.1m79.1k shares |
| SIMPLEX TRADING, LLC | Added | $6.4m70.9k shares |
| Qube Research & Technologies Ltd | Reduced | $4.2m46.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 5 | $32.4m | — |
| Q4 2023 | 0 | — | 10 | $20.2m | — |
| Q1 2024 | 0 | — | 14 | $121.3m | $36.3m |
| Q2 2024 | 0 | — | 2 | $11.9m | — |
| Q3 2024 | 0 | — | 10 | $99.2m | — |
| Q4 2024 | 0 | — | 5 | $4.7m | — |
| Q1 2025 | 0 | — | 12 | $38.4m | — |
| Q2 2025 | 0 | — | 3 | $3.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-30 | ODEMS RAMON PARISES SVP NORTHEAST STORE OPS &SALES | Sold | $2.7m2.0k shares |
| 2025-05-29 | MONTELLANO NAJERA JOSE A SVP OF WESTERN STORE OPS/SALES | Sold | $25.7k19 shares |
| 2025-05-19 | MURPHY JOHN RAYMOND Director | Sold | $275.8k200 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.12% of their portfolio | 78.8m $7.1bn | Added +259.0k |
| BlackRock, Inc. 0.11% of their portfolio | 64.6m $5.8bn | Added +2.3m |
| STATE STREET CORP 0.13% of their portfolio | 37.2m $3.4bn | Added +591.3k |
| PRINCIPAL FINANCIAL GROUP INC 1.19% of their portfolio | 24.9m $2.2bn | Reduced -1.6m |
| FMR LLC 0.13% of their portfolio | 24.7m $2.2bn | Added +713.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.15% of their portfolio | 23.7m $2.1bn | Added +660.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.38% of their portfolio | 23.4m $2.1bn | Reduced -5.5m |
| Bank of New York Mellon Corp 0.30% of their portfolio | 17.7m $1.6bn | Reduced -1.0m |
| MORGAN STANLEY 0.10% of their portfolio | 16.6m $1.5bn | Reduced -525.4k |
| JENNISON ASSOCIATES LLC 0.75% of their portfolio | 14.1m $1.3bn | Added +3.1m |
| Nuveen, LLC 0.30% of their portfolio | 12.2m $1.1bn | Added +2.8m |
| NORGES BANK 0.12% of their portfolio | 10.8m $974.5m | Added +167.9k |
| BANK OF AMERICA CORP /DE/ 0.07% of their portfolio | 9.7m $870.5m | Reduced -385.8k |
| NORTHERN TRUST CORP 0.12% of their portfolio | 9.6m $867.7m | Reduced -229.8k |
| Invesco Ltd. 0.15% of their portfolio | 9.5m $854.7m | Added +363.1k |
| AKRE CAPITAL MANAGEMENT LLC 8.31% of their portfolio | 9.4m $848.2m | Reduced -3.5m |
| ROYAL BANK OF CANADA 0.08% of their portfolio | 9.2m $830.6m | Added +4.7m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.26% of their portfolio | 9.2m $824.9m | Added +395.5k |
| GOLDMAN SACHS GROUP INC 0.13% of their portfolio | 8.8m $790.7m | Added +1.3m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% of their portfolio | 8.3m $749.0m | Added +728.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.08% of their portfolio | 8.2m $735.5m | Reduced -456.9k |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 8.1m $728.1m | Added +1.2m |
| UBS Group AG 0.14% of their portfolio | 7.2m $648.7m | Added +272.4k |
| Amundi 0.19% of their portfolio | 6.3m $562.5m | Reduced -4.7m |
| VICTORY CAPITAL MANAGEMENT INC 0.36% of their portfolio | 6.2m $555.2m | Added +4.9m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.09% of their portfolio | 6.0m $539.0m | Added +95.2k |
| Baird Financial Group, Inc. 0.94% of their portfolio | 6.0m $536.8m | Reduced -961.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.38% of their portfolio | 6.0m $536.3m | Added +303.2k |
| Legal & General Group Plc 0.12% of their portfolio | 5.4m $487.2m | Reduced -323.1k |
| BESSEMER GROUP INC 0.64% of their portfolio | 4.4m $392.6m | Added +415.7k |
| MARSHFIELD ASSOCIATES 7.10% of their portfolio | 3.9m $347.5m | Reduced -462.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio | 3.9m $347.3m | Reduced -31.2k |
| WELLS FARGO & COMPANY/MN 0.07% of their portfolio | 3.7m $333.2m | Added +36.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.85% of their portfolio | 3.5m $319.4m | Reduced -338.4k |
| BARCLAYS PLC 0.13% of their portfolio | 3.5m $316.2m | Added +774.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 1.20% of their portfolio | 3.4m $307.1m | Added +1.7m |
| California Public Employees Retirement System 0.18% of their portfolio | 3.1m $282.8m | Reduced -672.9k |
| AMERIPRISE FINANCIAL INC 0.07% of their portfolio | 3.0m $272.9m | Reduced -178.6k |
| JANUS HENDERSON GROUP PLC 0.13% of their portfolio | 3.0m $271.8m | Reduced -571.9k |
| Welch & Forbes LLC 3.32% of their portfolio | 2.9m $265.5m | Reduced -29.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.22% of their portfolio | 2.9m $262.5m | Added +37.7k |
| Squarepoint Ops LLC 0.56% of their portfolio | 2.8m $253.0m | Added +2.6m |
| Qube Research & Technologies Ltd 0.33% of their portfolio | 2.6m $237.5m | Added +1.6m |
| Swiss National Bank 0.14% of their portfolio | 2.6m $234.2m | Added +156.0k |
| LOOMIS SAYLES & CO L P 0.29% of their portfolio | 2.6m $230.4m | Reduced -415.2k |
| STIFEL FINANCIAL CORP 0.21% of their portfolio | 2.4m $214.2m | Added +7.4k |
| Russell Investments Group, Ltd. 0.27% of their portfolio | 2.4m $213.9m | Added +632.5k |
| RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio | 2.3m $211.5m | Reduced -209.2k |
| FIRST MANHATTAN CO. LLC. 0.59% of their portfolio | 2.3m $210.4m | Reduced -295.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.20% of their portfolio | 2.3m $204.5m | Reduced -849.5k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 2.2m $197.8m | Reduced -31.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.12% of their portfolio | 2.2m $197.8m | Added +1.9k |
| TD Asset Management Inc 0.17% of their portfolio | 2.2m $194.6m | Reduced -305.6k |
| NATIXIS ADVISORS, LLC 0.30% of their portfolio | 2.1m $192.0m | Added +80.1k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.82% of their portfolio | 2.1m $189.9m | Reduced -29.5k |
| National Pension Service 0.16% of their portfolio | 2.1m $185.3m | Added +46.1k |
| HSBC HOLDINGS PLC 0.12% of their portfolio | 2.0m $182.7m | Reduced -106.8k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 2.0m $178.4m | Reduced -565.4k |
| RHUMBLINE ADVISERS 0.14% of their portfolio | 1.9m $168.5m | Reduced -16.8k |
| Ensign Peak Advisors, Inc 0.28% of their portfolio | 1.8m $162.8m | Added +44.6k |
| CIBC Private Wealth Group LLC 0.29% of their portfolio | 1.8m $162.3m | Added +12.2k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1.45% of their portfolio | 1.7m $155.2m | Reduced -518.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.12% of their portfolio | 1.7m $151.9m | Added +79.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.12% of their portfolio | 1.6m $147.9m | Reduced -630.7k |
| CITIGROUP INC 0.10% of their portfolio | 1.6m $146.8m | Reduced -125.2k |
| CONGRESS ASSET MANAGEMENT CO 0.98% of their portfolio | 1.6m $142.4m | Reduced -15.8k |
| Simmons Bank 9.96% of their portfolio | 1.5m $139.7m | Added +1.0k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.54% of their portfolio | 1.5m $139.5m | Reduced -96.5k |
| Rathbones Group PLC 0.59% of their portfolio | 1.5m $135.7m | Reduced -40.9k |
| AQR CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 1.5m $133.6m | Reduced -755.8k |
| TCW GROUP INC 1.05% of their portfolio | 1.5m $133.9m | Reduced -5.5k |
| NOMURA ASSET MANAGEMENT CO LTD 0.36% of their portfolio | 1.4m $130.1m | Added +1.0m |
| AGF MANAGEMENT LTD 0.58% of their portfolio | 1.4m $127.1m | Added +1.4m |
| Robeco Institutional Asset Management B.V. 0.20% of their portfolio | 1.4m $125.2m | Added +34.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.14% of their portfolio | 1.4m $122.7m | Reduced -12.4k |
| Clearbridge Investments, LLC 0.10% of their portfolio | 1.4m $122.2m | Reduced -37.8k |
| ProShare Advisors LLC 0.24% of their portfolio | 1.3m $118.8m | Added +65.1k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 1.3m $115.0m | Reduced -7.9k |
| CCLA Investment Management 1.87% of their portfolio | 1.3m $113.9m | Added +2.6k |
| BANK OF MONTREAL /CAN/ 0.06% of their portfolio | 1.2m $112.4m | Reduced -91.5k |
| Epoch Investment Partners, Inc. 0.58% of their portfolio | 1.2m $111.7m | Reduced -305.4k |
| Williams Jones Wealth Management, LLC. 1.33% of their portfolio | 1.2m $110.9m | Added +35.8k |
| HUNTINGTON NATIONAL BANK 0.72% of their portfolio | 1.2m $110.4m | Added +52.2k |
| Railway Pension Investments Ltd 1.54% of their portfolio | 1.2m $108.9m | Reduced -65.3k |
| DAVENPORT & Co LLC 0.56% of their portfolio | 1.1m $101.6m | Reduced -89.5k |
| GABELLI FUNDS LLC 0.71% of their portfolio | 1.1m $100.4m | Reduced -18.5k |
| MARSHALL WACE, LLP 0.12% of their portfolio | 1.1m $99.0m | Reduced -248.7k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.1m $98.7m | Added +54.9k |
| D. E. Shaw & Co., Inc. 0.10% of their portfolio | 1.1m $97.4m | Added +787.2k |
| BLAIR WILLIAM & CO/IL 0.27% of their portfolio | 1.1m $97.3m | Reduced -16.2k |
| NICHOLAS COMPANY, INC. 1.63% of their portfolio | 1.1m $97.2m | Reduced -75 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.13% of their portfolio | 1.1m $97.0m | Reduced -42.7k |
| Alyeska Investment Group, L.P. 0.34% of their portfolio | 1.1m $96.9m | Reduced -891.0k |
| SAMLYN CAPITAL, LLC 1.40% of their portfolio | 1.1m $96.7m | New |
| TimesSquare Capital Management, LLC 1.36% of their portfolio | 1.0m $94.1m | Added +15.6k |
| HARVEY INVESTMENT CO LLC 9.63% of their portfolio | 972.7k $87.7m | Reduced -34.8k |
| Port Capital LLC 3.72% of their portfolio | 970.2k $87.4m | Reduced -95.5k |
| MACKENZIE FINANCIAL CORP 0.11% of their portfolio | 952.2k $85.8m | Added +8.1k |
| Rockefeller Capital Management L.P. 0.10% of their portfolio | 918.7k $85.1m | Added +548.0k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 915.0k $82.5m | Reduced -2.5m |