OLD DOMINION FREIGHT LINE IN ODFL
COM · Common Stock · CUSIP 679580100 · ISIN US6795801009
American transportation company
* 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 ($46.8m this quarter). Holder counts are more reliable. Shares outstanding: 110.5m as of 2022-11-02, 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 ≈ $284.61. Options: 17 managers hold calls ($94.3m notional), 19 hold puts ($173.5m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 741 |
| Q4 2022 | 762 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $128.6m | $137.4m | 1.07 |
| Q4 2022 | $94.3m | $173.5m | 1.84 |
Biggest buyers
| Bank of New York Mellon Corp | Added | +978.0k |
| Capital World Investors | Added | +955.6k |
| Balyasny Asset Management L.P. | New | +345.3k |
| FMR LLC | Added | +254.4k |
| MILLENNIUM MANAGEMENT LLC | Added | +248.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +220.9k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +183.7k |
| TD Asset Management Inc | Added | +167.4k |
| NATIXIS | Added | +152.1k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +105.7k |
Biggest sellers
| Capital Research Global Investors | Reduced | -719.4k |
| Capital International Investors | Sold out | -653.0k |
| WCM INVESTMENT MANAGEMENT, LLC | Reduced | -434.6k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -273.0k |
| BlackRock Inc. | Reduced | -258.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -255.4k |
| AXA S.A. | Reduced | -194.3k |
| California Public Employees Retirement System | Reduced | -188.1k |
| Swedbank AB | Reduced | -140.3k |
| NORTHERN TRUST CORP | Reduced | -112.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $32.3m113.7k shares |
| CITADEL ADVISORS LLC | Reduced | $30.7m108.1k shares |
| PEAK6 Investments LLC | Added | $7.1m25.0k shares |
| Walleye Trading LLC | Reduced | $5.6m19.8k shares |
| JANE STREET GROUP, LLC | Reduced | $4.6m16.3k shares |
| SIMPLEX TRADING, LLC | Added | $3.0m10.7k shares |
| Parallax Volatility Advisers, L.P. | Added | $2.6m9.1k shares |
| Twin Tree Management, LP | New | $2.4m8.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.8m6.3k shares |
| HSBC HOLDINGS PLC | Added | $1.3m4.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $65.8m232.0k shares |
| CITADEL ADVISORS LLC | Reduced | $41.1m144.7k shares |
| Flat Footed LLC | New | $20.6m72.5k shares |
| Twin Tree Management, LP | Added | $16.7m58.7k shares |
| MILLENNIUM MANAGEMENT LLC | New | $5.9m20.8k shares |
| JANE STREET GROUP, LLC | Reduced | $4.2m14.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.4m12.0k shares |
| PEAK6 Investments LLC | Reduced | $3.3m11.5k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.7m9.4k shares |
| GROUP ONE TRADING LLC | Unchanged | $2.6m9.1k 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 |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 6.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 6.7% |
| FMR LLC 13G · institution new · filed 2026-05-06 | 5.6% |
Fell to 5% or below in the last year: PRICE T ROWE ASSOCIATES INC /MD/ (4.7%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), CONGDON DAVID S (3.7%, 2026-02-13)
Insider purchases and sales in Q4 2022
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 |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 2 | $16.0m | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 2 | $15.0m | — |
| Q4 2022 | 0 | — | 2 | $10.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-11-11 | CONGDON DAVID S Executive Chairman, director · By David S. Congdon Revocable Trust dated 12/3/91 | Sold | $10.0m32.0k shares |
| 2022-11-10 | Bates David J. SVP - Operations | Sold | $321.8k1.1k 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, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 10.8m $3.1bn | Added +4.5k |
| BlackRock Inc. 0.08% of their portfolio | 9.2m $2.6bn | Reduced -258.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.38% of their portfolio | 8.4m $2.4bn | Added +220.9k |
| Capital Research Global Investors 0.64% of their portfolio | 7.5m $2.1bn | Reduced -719.4k |
| STATE STREET CORP 0.06% of their portfolio | 3.7m $1.1bn | Reduced -98.8k |
| FMR LLC 0.07% of their portfolio | 2.3m $664.1m | Added +254.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 2.2m $615.4m | Added +22.8k |
| JPMORGAN CHASE & CO 0.08% of their portfolio | 2.1m $592.0m | Reduced -102.0k |
| Bank of New York Mellon Corp 0.11% of their portfolio | 1.8m $499.2m | Added +978.0k |
| Capital World Investors 0.10% of their portfolio | 1.7m $469.1m | Added +955.6k |
| CIBC Private Wealth Group LLC 1.28% of their portfolio | 1.4m $383.5m | Added +1.8k |
| WCM INVESTMENT MANAGEMENT, LLC 1.06% of their portfolio | 1.1m $316.6m | Reduced -434.6k |
| Invesco Ltd. 0.09% of their portfolio | 1.1m $310.1m | Reduced -102.6k |
| NORGES BANK 0.07% of their portfolio | 1.1m $302.2m | Added +90.5k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 1.0m $291.4m | Reduced -112.9k |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 1.0m $290.2m | Added +23.1k |
| MORGAN STANLEY 0.03% of their portfolio | 803.9k $228.1m | Added +84.4k |
| LONDON CO OF VIRGINIA 1.33% of their portfolio | 795.9k $225.8m | Reduced -7.6k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.97% of their portfolio | 759.5k $215.4m | Added +47.6k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 704.3k $199.9m | Reduced -10.4k |
| Legal & General Group Plc 0.07% of their portfolio | 661.8k $187.8m | Reduced -78.0k |
| ROYAL BANK OF CANADA 0.05% of their portfolio | 622.5k $176.6m | Added +2.9k |
| Thrivent Financial for Lutherans 0.39% of their portfolio | 530.4k $150.5m | Added +4.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 503.3k $142.8m | Added +10.6k |
| EAGLE ASSET MANAGEMENT INC 0.85% of their portfolio | 490.2k $138.5m | Reduced -8.5k |
| Nuveen Asset Management, LLC 0.05% of their portfolio | 489.8k $139.0m | Reduced -19.3k |
| EVENTIDE ASSET MANAGEMENT, LLC 2.49% of their portfolio | 445.7k $126.5m | Added +143 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% of their portfolio | 440.8k $125.1m | Reduced -41.6k |
| California Public Employees Retirement System 0.10% of their portfolio | 428.7k $121.7m | Reduced -188.1k |
| Swiss National Bank 0.08% of their portfolio | 386.1k $109.6m | Reduced -31.4k |
| Balyasny Asset Management L.P. 0.35% of their portfolio | 345.3k $98.0m | New |
| DF DENT & CO INC 1.40% of their portfolio | 330.0k $93.6m | Added +24.7k |
| FRANKLIN RESOURCES INC 0.05% of their portfolio | 312.7k $88.7m | Added +437 |
| AQR CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 289.3k $82.1m | Reduced -86.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio | 283.1k $80.3m | Reduced -5.2k |
| Quantum Capital Management, LLC / NJ 10.60% of their portfolio | 283.0k $80.3m | Reduced -3.5k |
| Canal Capital Management, LLC 19.42% of their portfolio | 282.0k $80.0m | Reduced -133 |
| TD Asset Management Inc 0.09% of their portfolio | 266.1k $75.5m | Added +167.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 264.9k $75.2m | Reduced -46.9k |
| Amundi 0.05% of their portfolio | 262.1k $82.1m | Added +16.6k |
| Alpha Omega Wealth Management LLC 13.01% of their portfolio | 258.1k $73.3m | Reduced -35 |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 256.0k $72.6m | Added +248.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.08% of their portfolio | 248.1k $70.4m | Added +183.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.08% of their portfolio | 244.3k $69.3m | Added +105.7k |
| FRED ALGER MANAGEMENT, LLC 0.37% of their portfolio | 243.4k $69.1m | Added +76.3k |
| PENSIOENFONDS RAIL & OV 2.79% of their portfolio | 236.3k $62.8m | Reduced -78.5k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.21% of their portfolio | 236.0k $67.0m | Added +4.1k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 228.6k $64.9m | Reduced -11.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 211.4k $60.1m | Added +15.2k |
| CONGRESS ASSET MANAGEMENT CO 0.58% of their portfolio | 203.2k $57.7m | Reduced -17.2k |
| BARCLAYS PLC 0.05% of their portfolio | 197.9k $56.2m | First filing |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 195.6k $55.5m | Added +7.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 191.2k $54.3m | Reduced -12.2k |
| NATIXIS ADVISORS, LLC 0.19% of their portfolio | 181.0k $51.4m | Added +20.7k |
| CREDIT SUISSE AG/ 0.05% of their portfolio | 175.6k $49.8m | Added +435 |
| Caisse de depot et placement du Quebec 0.14% of their portfolio | 166.0k $47.1m | Added +45.6k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 165.5k $47.0m | Added +2.4k |
| Swedbank AB 0.10% of their portfolio | 163.6k $46.4m | Reduced -140.3k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.48% of their portfolio | 162.0k $46.0m | Reduced -2.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 161.3k $45.8m | Added +824 |
| NATIXIS 0.27% of their portfolio | 160.5k $45.5m | Added +152.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.06% of their portfolio | 158.0k $44.8m | Reduced -2.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 151.2k $42.9m | Reduced -16.6k |
| BRIDGES INVESTMENT MANAGEMENT INC 1.53% of their portfolio | 146.9k $41.7m | Reduced -6.3k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 143.3k $40.6m | Added +43.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% of their portfolio | 141.6k $40.2m | Reduced -3.6k |
| Corient Private Wealth LP 0.14% of their portfolio | 135.2k $38.4m | First filing |
| STRS OHIO 0.17% of their portfolio | 135.1k $38.3m | Reduced -31.0k |
| National Pension Service 0.07% of their portfolio | 133.3k $37.8m | Reduced -43 |
| Ensign Peak Advisors, Inc 0.08% of their portfolio | 131.7k $37.4m | Added +4.7k |
| State of Tennessee, Department of Treasury 0.16% of their portfolio | 124.4k $35.3m | Added +36.1k |
| STIFEL FINANCIAL CORP 0.05% of their portfolio | 123.0k $34.9m | Added +3.7k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 122.5k $34.8m | Reduced -15.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.08% of their portfolio | 122.3k $34.7m | Reduced -4.1k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 121.9k $34.6m | Reduced -730 |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 121.0k $34.3m | Reduced -2.5k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 120.5k $34.2m | Reduced -8.4k |
| AXA S.A. 0.12% of their portfolio | 119.2k $33.8m | Reduced -194.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio | 118.2k $33.5m | Added +263 |
| Mitsubishi UFJ Trust & Banking Corp 0.09% of their portfolio | 118.0k $33.5m | Reduced -2.2k |
| UBS Group AG 0.02% of their portfolio | 117.0k $33.2m | Added +72.8k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 115.8k $33.2m | Added +35.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 110.5k $31.3m | Reduced -17.6k |
| PRIMECAP MANAGEMENT CO/CA/ 0.03% of their portfolio | 109.0k $30.9m | Reduced -72.8k |
| OSTERWEIS CAPITAL MANAGEMENT INC 2.11% of their portfolio | 102.6k $29.1m | Reduced -356 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.15% of their portfolio | 99.7k $28.3m | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio | 99.3k $28.2m | Added +16.5k |
| CITIGROUP INC 0.04% of their portfolio | 99.2k $28.1m | Added +12.6k |
| ProShare Advisors LLC 0.10% of their portfolio | 97.7k $27.7m | Reduced -11.4k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 97.0k $27.6m | Reduced -1.3k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 96.8k $27.5m | Added +741 |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 96.4k $27.4m | Added +7.8k |
| Mirae Asset Global Investments Co., Ltd. 0.07% of their portfolio | 95.9k $27.2m | Reduced -4.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.06% of their portfolio | 91.8k $26.0m | Reduced -1.6k |
| INTECH INVESTMENT MANAGEMENT LLC 0.19% of their portfolio | 88.8k $25.2m | Reduced -74.1k |
| SIB LLC 16.60% of their portfolio | 82.6k $23.4m | Reduced -4.0k |
| PRUDENTIAL FINANCIAL INC 0.04% of their portfolio | 81.0k $23.0m | Added +197 |
| TRUIST FINANCIAL CORP 0.04% of their portfolio | 79.7k $22.6m | Reduced -2.9k |
| Korea Investment CORP 0.07% of their portfolio | 79.2k $22.5m | Reduced -8.2k |
| Asset Management One Co., Ltd. 0.11% of their portfolio | 78.3k $22.4m | Reduced -2.9k |