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
* 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 ($770.2m this quarter). Holder counts are more reliable. Shares outstanding: 809.0m as of 2026-08-03, 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 ≈ $92.03. Options: 34 managers hold calls ($212.7m notional), 27 hold puts ($187.5m).
Trends to Q2 2026
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 |
| Q3 2025 | 1,675 |
| Q4 2025 | 1,719 |
| Q1 2026 | 1,658 |
| Q2 2026 | 1,660 |
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 2024 | 538 | 656 |
| Q4 2024 | 631 | 576 |
| Q1 2025 | 699 | 690 |
| Q2 2025 | 745 | 680 |
| Q3 2025 | 786 | 696 |
| Q4 2025 | 729 | 753 |
| Q1 2026 | 710 | 827 |
| Q2 2026 | 700 | 819 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $361.0m | $237.2m | 0.66 |
| Q4 2025 | $189.8m | $162.1m | 0.85 |
| Q1 2026 | $201.7m | $131.9m | 0.65 |
| Q2 2026 | $212.7m | $187.5m | 0.88 |
Biggest buyers
| Assenagon Asset Management S.A. | Added | +5.3m |
| JANE STREET GROUP, LLC | Added | +4.0m |
| CITADEL ADVISORS LLC | Added | +2.2m |
| SG Americas Securities, LLC | Added | +2.0m |
| Junto Capital Management LP | New | +2.0m |
| Man Group plc | Added | +1.8m |
| Qube Research & Technologies Ltd | Added | +1.6m |
| GOLDMAN SACHS GROUP INC | Added | +1.5m |
| Alyeska Investment Group, L.P. | Added | +1.2m |
| FRANKLIN RESOURCES INC | Added | +1.2m |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -5.2m |
| FMR LLC | Reduced | -4.5m |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -3.9m |
| Nuveen, LLC | Reduced | -3.8m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -2.7m |
| Amundi | Reduced | -2.6m |
| Rathbones Group PLC | Reduced | -2.4m |
| Bank of New York Mellon Corp | Reduced | -1.9m |
| AKRE CAPITAL MANAGEMENT LLC | Reduced | -1.7m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.4m |
Biggest calls
| JANE STREET GROUP, LLC | Added | $46.5m504.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $37.8m410.1k shares |
| CITADEL ADVISORS LLC | Reduced | $27.6m299.6k shares |
| IMC-Chicago, LLC | Added | $25.4m275.5k shares |
| Cartenna Capital, LP | New | $18.4m200.0k shares |
| SIMPLEX TRADING, LLC | Added | $9.2m99.8k shares |
| Walleye Trading LLC | Reduced | $7.1m76.8k shares |
| ROYAL BANK OF CANADA | New | $6.0m65.0k shares |
| Walleye Capital LLC | Reduced | $4.6m49.9k shares |
| SG Americas Securities, LLC | Added | $4.5m648.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $100.9m1.1m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $13.8m150.1k shares |
| IMC-Chicago, LLC | Added | $13.7m149.1k shares |
| CITADEL ADVISORS LLC | Added | $12.3m133.1k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $9.2m99.8k shares |
| BRANT POINT INVESTMENT MANAGEMENT LLC | Reduced | $7.4m800 shares |
| Allianz Asset Management GmbH | Added | $5.2m56.8k shares |
| Walleye Trading LLC | Added | $4.8m51.6k shares |
| SIMPLEX TRADING, LLC | Added | $3.0m32.2k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $2.4m26.5k 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 since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 5 | $4.7m | — |
| Q1 2025 | 0 | — | 12 | $38.4m | — |
| Q2 2025 | 0 | — | 3 | $3.0m | — |
| Q3 2025 | 0 | — | 4 | $12.7m | — |
| Q4 2025 | 0 | — | 4 | $1.3m | — |
| Q1 2026 | 0 | — | 1 | $92.7k | — |
| Q2 2026 | 0 | — | 5 | $9.8m | — |
| Q3 2026 | 0 | — | 3 | $550.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-28 | HENDRICKSON THOMAS Director | Sold | $87.8k1.0k shares |
| 2026-08-12 | MANCINI CHRISTOPHER ANDREW SVP OF PROF SALES & STORE OPS | Sold | $279.0k3.0k shares |
| 2026-08-12 | SASTRE MARIA Director | Sold | $183.7k2.0k shares |
| 2026-05-29 | HENDRICKSON THOMAS Director | Sold | $106.0k1.2k shares |
| 2026-05-20 | DUMAS ROBERT ALLEN SVP OF EASTERN STORE OPS/SALES | Sold | $7.8m84.6k shares |
| 2026-05-18 | MURPHY JOHN RAYMOND Director | Sold | $230.1k2.6k shares |
| 2026-05-08 | BECKHAM BRAD W CEO | Sold | $1.3m13.6k shares |
| 2026-05-07 | HOPPER PHILIP M SVP OF REAL ESTATE & EXPANSION | Sold | $350.0k3.7k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.09% of their portfolio | 64.6m $6.0bn | Reduced -596.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 54.2m $5.0bn | Reduced -588.5k |
| STATE STREET CORP 0.10% of their portfolio | 36.7m $3.4bn | Reduced -4.0k |
| Invesco Ltd. 0.19% of their portfolio | 26.6m $2.5bn | Added +326.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.12% of their portfolio | 24.2m $2.2bn | Reduced -398.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.07% of their portfolio | 15.8m $1.5bn | Reduced -853.1k |
| MORGAN STANLEY 0.08% of their portfolio | 15.5m $1.4bn | Added +588.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.64% of their portfolio | 14.2m $1.3bn | Reduced -3.9m |
| FMR LLC 0.06% of their portfolio | 13.9m $1.3bn | Reduced -4.5m |
| NORGES BANK 0.13% of their portfolio | 13.7m $1.3bn | Not comparable |
| Nuveen, LLC 0.25% of their portfolio | 11.3m $1.0bn | Reduced -3.8m |
| Bank of New York Mellon Corp 0.17% of their portfolio | 11.1m $1.0bn | Reduced -1.9m |
| GOLDMAN SACHS GROUP INC 0.10% of their portfolio | 10.2m $940.6m | Added +1.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.16% of their portfolio | 9.3m $859.2m | Added +141.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.08% of their portfolio | 9.2m $846.4m | Added +1.1m |
| JENNISON ASSOCIATES LLC 0.50% of their portfolio | 9.1m $834.1m | Reduced -195.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.35% of their portfolio | 8.5m $782.6m | Added +776.8k |
| NORTHERN TRUST CORP 0.09% of their portfolio | 8.5m $779.3m | Reduced -498.9k |
| Assenagon Asset Management S.A. 0.50% of their portfolio | 8.4m $771.6m | Added +5.3m |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 7.8m $721.7m | Reduced -1.4m |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 7.5m $677.5m | Reduced -248.6k |
| CITADEL ADVISORS LLC 0.37% of their portfolio | 7.0m $646.4m | Added +2.2m |
| Baird Financial Group, Inc. 0.89% of their portfolio | 7.0m $645.0m | Added +161.8k |
| UBS Group AG 0.10% of their portfolio | 6.8m $625.1m | Added +280.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio | 6.7m $613.5m | Added +245.7k |
| Jupiter Topco LLC 0.24% of their portfolio | 6.3m $579.8m | First filing |
| JANE STREET GROUP, LLC 0.36% of their portfolio | 6.2m $572.4m | Added +4.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.18% of their portfolio | 6.1m $572.1m | Reduced -1.2m |
| Amundi 0.13% of their portfolio | 5.9m $547.1m | Reduced -2.6m |
| Legal & General Group Plc 0.09% of their portfolio | 4.8m $439.1m | Reduced -715.4k |
| VANGUARD FIDUCIARY TRUST CO 0.09% of their portfolio | 4.7m $428.5m | Reduced -194.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.23% of their portfolio | 4.5m $410.2m | Reduced -176.9k |
| ROYAL BANK OF CANADA 0.06% of their portfolio | 4.1m $377.8m | Reduced -1.0m |
| D. E. Shaw & Co., Inc. 0.21% of their portfolio | 3.7m $339.9m | Reduced -754.2k |
| WELLS FARGO & COMPANY/MN 0.06% of their portfolio | 3.6m $328.2m | Reduced -148.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio | 3.5m $324.3m | Reduced -130.6k |
| MILLENNIUM MANAGEMENT LLC 0.20% of their portfolio | 3.3m $301.7m | Added +833.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.21% of their portfolio | 3.3m $301.1m | Added +104.4k |
| Qube Research & Technologies Ltd 0.33% of their portfolio | 3.3m $299.5m | Added +1.6m |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 3.1m $289.0m | Reduced -5.2m |
| Man Group plc 0.51% of their portfolio | 3.0m $280.8m | Added +1.8m |
| Winslow Capital Management, LLC 0.96% of their portfolio | 3.0m $278.3m | Added +71.4k |
| Balyasny Asset Management L.P. 0.50% of their portfolio | 3.0m $276.0m | Added +188.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.15% of their portfolio | 3.0m $272.1m | Added +181.2k |
| Welch & Forbes LLC 3.14% of their portfolio | 2.8m $258.7m | Reduced -22.7k |
| Capital World Investors 0.03% of their portfolio | 2.8m $257.0m | Added +315.3k |
| MARSHFIELD ASSOCIATES 5.92% of their portfolio | 2.7m $252.4m | Reduced -773.2k |
| Alyeska Investment Group, L.P. 0.65% of their portfolio | 2.7m $251.0m | Added +1.2m |
| SG Americas Securities, LLC 0.14% of their portfolio | 2.7m $247.6m | Added +2.0m |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 2.6m $237.6m | Reduced -165.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.44% of their portfolio | 2.5m $233.4m | Added +1.0m |
| CIBC Bancorp USA Inc. 0.29% of their portfolio | 2.5m $231.9m | Added +634.0k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 2.4m $218.9m | Added +137.1k |
| Swiss National Bank 0.11% of their portfolio | 2.4m $217.3m | Reduced -117.5k |
| FRANKLIN RESOURCES INC 0.05% of their portfolio | 2.3m $213.3m | Added +1.2m |
| National Pension Service 0.14% of their portfolio | 2.3m $209.9m | Added +43.8k |
| STIFEL FINANCIAL CORP 0.17% of their portfolio | 2.2m $204.1m | Reduced -83.2k |
| FIRST MANHATTAN CO. LLC. 0.52% of their portfolio | 2.2m $203.8m | Reduced -54.7k |
| AKRE CAPITAL MANAGEMENT LLC 3.90% of their portfolio | 2.2m $199.1m | Reduced -1.7m |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.80% of their portfolio | 2.1m $195.5m | Reduced -82.4k |
| Point72 Asset Management, L.P. 0.30% of their portfolio | 2.1m $193.6m | Reduced -40.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.11% of their portfolio | 2.1m $193.0m | Added +121.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.10% of their portfolio | 2.1m $192.1m | Reduced -41.8k |
| LOOMIS SAYLES & CO L P 0.23% of their portfolio | 2.0m $187.5m | Reduced -72.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.11% of their portfolio | 2.0m $187.3m | Added +115 |
| NEUBERGER BERMAN GROUP LLC 0.12% of their portfolio | 2.0m $183.8m | Added +272.0k |
| Junto Capital Management LP 3.38% of their portfolio | 2.0m $182.6m | New |
| RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio | 1.9m $178.3m | Reduced -97.9k |
| Squarepoint Ops LLC 0.35% of their portfolio | 1.9m $178.0m | Reduced -434.2k |
| HSBC HOLDINGS PLC 0.08% of their portfolio | 1.9m $174.3m | Added +77.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.51% of their portfolio | 1.9m $170.8m | Reduced -355.0k |
| NATIXIS ADVISORS, LLC 0.19% of their portfolio | 1.8m $169.7m | Added +195.7k |
| BARCLAYS PLC 0.05% of their portfolio | 1.8m $166.0m | Reduced -1.1m |
| Vanguard Global Advisers, LLC 0.08% of their portfolio | 1.8m $165.0m | Reduced -55.5k |
| Russell Investments Group, Ltd. 0.14% of their portfolio | 1.7m $156.5m | Added +183.9k |
| RHUMBLINE ADVISERS 0.11% of their portfolio | 1.6m $151.8m | Reduced -116.0k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.6m $151.5m | Reduced -489.8k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 1.6m $150.7m | Reduced -50.4k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.10% of their portfolio | 1.6m $150.0m | Added +160.6k |
| TD Asset Management Inc 0.13% of their portfolio | 1.6m $147.9m | Reduced -236.7k |
| NOMURA ASSET MANAGEMENT CO LTD 0.31% of their portfolio | 1.6m $147.1m | Added +69.3k |
| BANK OF MONTREAL /CAN/ 0.05% of their portfolio | 1.6m $146.8m | Added +238.4k |
| JONES FINANCIAL COMPANIES LLLP 0.06% of their portfolio | 1.6m $139.9m | Added +254.1k |
| Simmons Bank 8.11% of their portfolio | 1.5m $142.1m | Reduced -6.7k |
| CITIGROUP INC 0.07% of their portfolio | 1.5m $141.0m | Added +528.6k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 1.5m $136.1m | Reduced -616.1k |
| Quantinno Capital Management LP 0.16% of their portfolio | 1.5m $136.1m | Added +596.2k |
| CONGRESS ASSET MANAGEMENT CO 0.83% of their portfolio | 1.5m $135.4m | Reduced -54.5k |
| California Public Employees Retirement System 0.08% of their portfolio | 1.4m $133.2m | Reduced -447.8k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 1.3m $122.2m | Added +23.5k |
| ING GROEP NV 0.59% of their portfolio | 1.3m $120.7m | Added +403.3k |
| SEI INVESTMENTS CO 0.10% of their portfolio | 1.3m $117.3m | Added +19.5k |
| Williams Jones Wealth Management, LLC. 1.32% of their portfolio | 1.3m $117.2m | Added +1.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.11% of their portfolio | 1.3m $117.2m | Reduced -14.8k |
| HUNTINGTON NATIONAL BANK 0.56% of their portfolio | 1.3m $115.4m | Added +687 |
| Ensign Peak Advisors, Inc 0.18% of their portfolio | 1.2m $109.4m | Reduced -99.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% of their portfolio | 1.2m $107.2m | Reduced -187.2k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.36% of their portfolio | 1.1m $104.8m | Reduced -35.8k |
| ABN AMRO INVESTMENT SOLUTIONS 0.90% of their portfolio | 1.1m $104.2m | Added +691.6k |
| Corient Private Wealth LP 0.14% of their portfolio | 1.1m $99.2m | Added +339.5k |