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 ($106.4m this quarter). Holder counts are more reliable. Shares outstanding: 213.5m as of 2024-11-01, 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 ≈ $197.91. Options: 28 managers hold calls ($194.5m notional), 25 hold puts ($134.0m).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 741 |
| Q4 2022 | 762 |
| Q1 2023 | 791 |
| Q2 2023 | 786 |
| Q3 2023 | 829 |
| Q4 2023 | 889 |
| Q1 2024 | 886 |
| Q2 2024 | 879 |
| Q3 2024 | 882 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 322 | 375 |
| Q1 2023 | 369 | 360 |
| Q2 2023 | 343 | 400 |
| Q3 2023 | 383 | 368 |
| Q4 2023 | 439 | 362 |
| Q1 2024 | 406 | 446 |
| Q2 2024 | 476 | 403 |
| Q3 2024 | 449 | 402 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $209.6m | $226.8m | 1.08 |
| Q1 2024 | $209.3m | $133.0m | 0.64 |
| Q2 2024 | $163.5m | $120.5m | 0.74 |
| Q3 2024 | $194.5m | $134.0m | 0.69 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.9m |
| AMERIPRISE FINANCIAL INC | Added | +1.0m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +750.1k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Added | +681.9k |
| MACQUARIE GROUP LTD | Added | +524.8k |
| GOLDMAN SACHS GROUP INC | Added | +445.8k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +437.8k |
| FRANKLIN RESOURCES INC | Added | +437.7k |
| Clearbridge Investments, LLC | Added | +358.3k |
| STATE STREET CORP | Added | +279.9k |
Biggest sellers
| WCM INVESTMENT MANAGEMENT, LLC | Sold out | -2.0m |
| JPMORGAN CHASE & CO | Reduced | -1.4m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -826.2k |
| Qube Research & Technologies Ltd | Sold out | -659.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -606.3k |
| TWO SIGMA ADVISERS, LP | Reduced | -486.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -464.0k |
| CITADEL ADVISORS LLC | Reduced | -423.0k |
| MORGAN STANLEY | Reduced | -397.3k |
| FMR LLC | Reduced | -379.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $47.6m239.6k shares |
| CITADEL ADVISORS LLC | Added | $45.0m226.5k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $14.0m70.7k shares |
| GROUP ONE TRADING LLC | Reduced | $13.1m65.8k shares |
| JANE STREET GROUP, LLC | Added | $9.5m47.9k shares |
| IMC-Chicago, LLC | Added | $8.6m43.5k shares |
| SIMPLEX TRADING, LLC | Added | $8.1m40.7k shares |
| WOLVERINE TRADING, LLC | Added | $7.7m39.0k shares |
| CITIGROUP INC | Unchanged | $7.2m36.0k shares |
| HSBC HOLDINGS PLC | Unchanged | $4.6m23.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $23.2m116.9k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $20.4m102.5k shares |
| CITADEL ADVISORS LLC | Reduced | $16.9m84.9k shares |
| Qube Research & Technologies Ltd | Added | $16.6m83.7k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $10.9m55.1k shares |
| BARCLAYS PLC | New | $7.8m39.1k shares |
| Walleye Trading LLC | Added | $5.4m27.4k shares |
| IMC-Chicago, LLC | Added | $4.9m24.5k shares |
| JANE STREET GROUP, LLC | Added | $4.1m20.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $3.8m18.9k 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 Q3 2024
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 2022 | 0 | — | 2 | $10.4m | — |
| Q1 2023 | 0 | — | 3 | $8.4m | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 2 | $256.0k | — |
| Q4 2023 | 0 | — | 1 | $15.0m | — |
| Q1 2024 | 0 | — | 2 | $18.5m | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 3 | $15.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-08-30 | CONGDON DAVID S Executive Chairman, director · By David S. Congdon Revocable Trust dated 12/3/91 | Sold | $1.9m10.0k shares |
| 2024-08-29 | CONGDON DAVID S Executive Chairman, director · By David S. Congdon Revocable Trust dated 12/3/91 | Sold | $2.0m10.0k shares |
| 2024-08-26 | CONGDON DAVID S Executive Chairman, director · By David S. Congdon Revocable Trust dated 12/3/91 | Sold | $6.0m30.0k shares |
| 2024-07-30 | Stith Thomas A. III Director | Sold | $113.1k550 shares |
| 2024-07-29 | Gantt Greg C Director | Sold | $5.1m25.0k 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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 22.3m $4.4bn | Added +277.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.42% of their portfolio | 18.3m $3.6bn | Added +1.9m |
| BlackRock, Inc. 0.07% of their portfolio | 16.6m $3.3bn | First filing |
| CIBC Private Wealth Group LLC 3.13% of their portfolio | 8.8m $1.7bn | Reduced -6.5k |
| STATE STREET CORP 0.06% of their portfolio | 7.6m $1.5bn | Added +279.9k |
| Bank of New York Mellon Corp 0.23% of their portfolio | 6.1m $1.2bn | Reduced -107.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 4.8m $959.0m | Added +275.2k |
| Invesco Ltd. 0.19% of their portfolio | 4.8m $958.3m | Added +146.2k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 3.8m $749.4m | Reduced -1.4m |
| GOLDMAN SACHS GROUP INC 0.11% of their portfolio | 3.0m $596.7m | Added +445.8k |
| FMR LLC 0.03% of their portfolio | 2.7m $545.9m | Reduced -379.3k |
| Capital World Investors 0.08% of their portfolio | 2.5m $493.2m | Added +130.1k |
| NORGES BANK 0.07% of their portfolio | 2.4m $471.4m | Added +7.8k |
| MORGAN STANLEY 0.03% of their portfolio | 2.3m $449.7m | Reduced -397.3k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 1.7m $342.2m | Reduced -14.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 1.4m $285.1m | Added +750.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 1.08% of their portfolio | 1.4m $278.8m | Reduced -17.1k |
| FIRST TRUST ADVISORS LP 0.26% of their portfolio | 1.4m $270.5m | Reduced -32.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% of their portfolio | 1.3m $264.2m | Added +57.3k |
| Legal & General Group Plc 0.07% of their portfolio | 1.3m $259.4m | Reduced -15.2k |
| LAZARD ASSET MANAGEMENT LLC 0.34% of their portfolio | 1.3m $255.1m | Added +46.3k |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 1.2m $244.8m | Added +1.0m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 1.2m $239.1m | Added +78.6k |
| Durable Capital Partners LP 1.75% of their portfolio | 1.2m $239.0m | Added +142.3k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.1m $218.5m | Added +66.8k |
| LONDON CO OF VIRGINIA 1.14% of their portfolio | 1.1m $216.6m | Added +11.4k |
| Clearbridge Investments, LLC 0.17% of their portfolio | 1.1m $209.9m | Added +358.3k |
| Nuveen Asset Management, LLC 0.06% of their portfolio | 1.0m $206.3m | Reduced -16.7k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 1.0m $207.1m | Added +437.7k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.49% of their portfolio | 1.0m $199.8m | Reduced -173.6k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 894.3k $177.6m | Reduced -25.8k |
| DF DENT & CO INC 1.98% of their portfolio | 819.4k $162.8m | Reduced -58.9k |
| Fayez Sarofim & Co 0.41% of their portfolio | 814.0k $161.7m | Added +186.3k |
| Amundi 0.05% of their portfolio | 751.2k $144.3m | Added +61.1k |
| EVENTIDE ASSET MANAGEMENT, LLC 2.56% of their portfolio | 748.5k $148.7m | Reduced -3.6k |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 734.1k $145.8m | Added +143.2k |
| BRIDGES INVESTMENT MANAGEMENT INC 1.93% of their portfolio | 694.6k $138.0m | Added +79.3k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 685.3k $3.5k | Added +681.9k |
| EAGLE ASSET MANAGEMENT INC 0.78% of their portfolio | 674.5k $152.5m | Reduced -63.9k |
| TD Asset Management Inc 0.11% of their portfolio | 623.2k $122.6m | Reduced -30.1k |
| Thrivent Financial for Lutherans 0.23% of their portfolio | 621.7k $123.5m | Reduced -31.9k |
| California Public Employees Retirement System 0.08% of their portfolio | 606.8k $120.5m | Added +257.5k |
| Swiss National Bank 0.07% of their portfolio | 580.5k $115.3m | Added +600 |
| Canal Capital Management, LLC 17.64% of their portfolio | 556.0k $110.4m | Reduced -32.2k |
| MACQUARIE GROUP LTD 0.12% of their portfolio | 551.1k $109.5m | Added +524.8k |
| BARCLAYS PLC 0.05% of their portfolio | 547.2k $108.7m | Reduced -5.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.23% of their portfolio | 526.7k $104.6m | Added +16.4k |
| Quantum Capital Management, LLC / NJ 10.80% of their portfolio | 524.2k $104.1m | Added +4.3k |
| Bristol Gate Capital Partners Inc. 4.76% of their portfolio | 523.0k $103.9m | Reduced -1.9k |
| Allspring Global Investments Holdings, LLC 0.16% of their portfolio | 512.6k $101.8m | Added +115.7k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 504.2k $100.2m | Reduced -29.3k |
| UBS Group AG 0.03% of their portfolio | 492.2k $97.8m | Added +63.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio | 465.1k $92.4m | Added +7.5k |
| TWO SIGMA ADVISERS, LP 0.21% of their portfolio | 448.8k $89.1m | Reduced -486.2k |
| PARNASSUS INVESTMENTS, LLC 0.19% of their portfolio | 440.2k $87.4m | Reduced -5.5k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.09% of their portfolio | 438.5k $87.1m | Added +437.8k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 435.7k $86.6m | Added +107.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 421.1k $83.7m | Added +89.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 410.1k $81.5m | Added +3.8k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 401.2k $79.7m | Reduced -30.5k |
| BESSEMER GROUP INC 0.13% of their portfolio | 397.5k $79.0m | Reduced -49.4k |
| TWO SIGMA INVESTMENTS, LP 0.17% of their portfolio | 369.0k $73.3m | Reduced -826.2k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 362.5k $72.0m | Reduced -25.4k |
| AQR CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 344.1k $68.4m | Reduced -19.0k |
| Russell Investments Group, Ltd. 0.10% of their portfolio | 343.3k $68.2m | Added +666 |
| STIFEL FINANCIAL CORP 0.07% of their portfolio | 340.2k $67.6m | Reduced -20.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio | 327.2k $65.0m | Added +2.7k |
| NATIXIS ADVISORS, LLC 0.13% of their portfolio | 324.9k $64.5m | Added +47.4k |
| NATIONAL BANK OF CANADA /FI/ 0.08% of their portfolio | 319.6k $63.5m | Added +248.7k |
| Swedbank AB 0.08% of their portfolio | 313.2k $62.2m | Reduced -1.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.08% of their portfolio | 306.8k $60.9m | Reduced -7.6k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 296.4k $58.3m | Added +1.2k |
| Markel Group Inc. 0.53% of their portfolio | 295.0k $58.6m | Added +15.5k |
| Epoch Investment Partners, Inc. 0.26% of their portfolio | 293.7k $58.3m | Reduced -49.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio | 288.3k $57.3m | Reduced -55.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.06% of their portfolio | 286.8k $57.0m | Added +20.2k |
| CITIGROUP INC 0.05% of their portfolio | 285.9k $56.8m | Reduced -6.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 276.0k $54.8m | Added +204.0k |
| National Pension Service 0.05% of their portfolio | 271.4k $53.9m | Added +28.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio | 267.4k $53.1m | Reduced -199.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.12% of their portfolio | 256.1k $50.9m | Added +36.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio | 237.8k $47.2m | Added +40.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 226.8k $45.1m | Reduced -7.0k |
| ProShare Advisors LLC 0.11% of their portfolio | 225.4k $44.8m | Added +13.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.16% of their portfolio | 224.2k $44.5m | Reduced -464.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 221.4k $44.0m | Reduced -14.6k |
| AVIVA PLC 0.11% of their portfolio | 217.6k $43.2m | Added +4.7k |
| Employees Retirement System of Texas 0.37% of their portfolio | 217.5k $43.2m | Unchanged |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 216.7k $43.0m | Reduced -96.6k |
| FRED ALGER MANAGEMENT, LLC 0.21% of their portfolio | 215.9k $42.9m | Reduced -128.0k |
| WEITZ INVESTMENT MANAGEMENT, INC. 2.06% of their portfolio | 209.9k $41.7m | Unchanged |
| SUMMITRY LLC 1.98% of their portfolio | 209.1k $41.5m | Added +2.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.08% of their portfolio | 202.1k $40.1m | Reduced -5.9k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 194.8k $38.7m | Added +4.5k |
| STOREBRAND ASSET MANAGEMENT AS 0.12% of their portfolio | 190.3k $37.8m | Added +2.3k |
| Corient Private Wealth LP 0.06% of their portfolio | 187.0k $37.1m | Reduced -68.5k |
| Mitsubishi UFJ Trust & Banking Corp 0.08% of their portfolio | 186.7k $37.1m | Reduced -7.1k |
| CANADA LIFE ASSURANCE Co 0.06% of their portfolio | 182.3k $36.3m | Added +5.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 178.2k $35.4m | Reduced -9.3k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 168.2k $33.4m | Added +8.3k |