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 ($87.2m this quarter). Holder counts are more reliable. Shares outstanding: 210.2m as of 2025-08-01, 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 ≈ $162.33. Options: 23 managers hold calls ($195.1m notional), 18 hold puts ($85.4m).
Trends to Q2 2025
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 |
| Q4 2024 | 949 |
| Q1 2025 | 868 |
| Q2 2025 | 899 |
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 | 383 | 368 |
| Q4 2023 | 439 | 362 |
| Q1 2024 | 406 | 446 |
| Q2 2024 | 476 | 403 |
| Q3 2024 | 449 | 402 |
| Q4 2024 | 418 | 428 |
| Q1 2025 | 403 | 469 |
| Q2 2025 | 474 | 398 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $194.5m | $134.0m | 0.69 |
| Q4 2024 | $170.9m | $93.0m | 0.54 |
| Q1 2025 | $175.2m | $59.9m | 0.34 |
| Q2 2025 | $195.1m | $85.4m | 0.44 |
Biggest buyers
| Clearbridge Investments, LLC | Added | +702.3k |
| FIRST TRUST ADVISORS LP | Added | +592.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +529.5k |
| JPMORGAN CHASE & CO | Added | +492.6k |
| MORGAN STANLEY | Added | +464.3k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Added | +426.9k |
| CITIGROUP INC | Added | +425.8k |
| Freestone Grove Partners LP | New | +377.8k |
| T. Rowe Price Investment Management, Inc. | Added | +346.3k |
| BANK OF AMERICA CORP /DE/ | Added | +283.0k |
Biggest sellers
| CIBC Private Wealth Group LLC | Reduced | -5.1m |
| BlackRock, Inc. | Reduced | -2.0m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -1.8m |
| Invesco Ltd. | Reduced | -940.9k |
| FMR LLC | Reduced | -621.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -448.7k |
| California Public Employees Retirement System | Reduced | -371.0k |
| MIRABELLA FINANCIAL SERVICES LLP | Reduced | -316.0k |
| FLOSSBACH VON STORCH SE | Reduced | -266.1k |
| MACQUARIE GROUP LTD | Reduced | -237.4k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $49.1m302.4k shares |
| JANE STREET GROUP, LLC | Added | $42.9m264.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $24.2m148.8k shares |
| Twin Tree Management, LP | Reduced | $15.3m94.1k shares |
| GROUP ONE TRADING LLC | Added | $15.2m93.5k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $12.4m76.6k shares |
| WOLVERINE TRADING, LLC | Added | $7.4m45.0k shares |
| IMC-Chicago, LLC | Added | $5.9m36.6k shares |
| Walleye Trading LLC | Added | $4.9m30.4k shares |
| HSBC HOLDINGS PLC | Unchanged | $3.3m20.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $24.0m147.7k shares |
| CITADEL ADVISORS LLC | Added | $10.9m67.4k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $8.8m54.2k shares |
| Qube Research & Technologies Ltd | Reduced | $8.2m50.5k shares |
| Walleye Trading LLC | Added | $7.6m47.1k shares |
| IMC-Chicago, LLC | Added | $6.1m37.8k shares |
| JANE STREET GROUP, LLC | Added | $6.1m37.6k shares |
| Walleye Capital LLC | Added | $3.6m22.2k shares |
| SIMPLEX TRADING, LLC | Added | $3.5m21.7k shares |
| WOLVERINE TRADING, LLC | Added | $2.5m15.0k 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 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 | — | 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 | — |
| Q4 2024 | 0 | — | 3 | $15.7m | — |
| Q1 2025 | 1 | $432.3k | 1 | $1.3m | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 22.8m $3.7bn | Added +91.8k |
| BlackRock, Inc. 0.05% of their portfolio | 14.9m $2.4bn | Reduced -2.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.25% of their portfolio | 13.4m $2.2bn | Reduced -448.7k |
| STATE STREET CORP 0.05% of their portfolio | 7.7m $1.3bn | Reduced -106.5k |
| Bank of New York Mellon Corp 0.17% of their portfolio | 5.4m $881.1m | Reduced -221.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 5.0m $815.6m | Reduced -128.3k |
| CIBC Private Wealth Group LLC 1.04% of their portfolio | 3.6m $582.8m | Reduced -5.1m |
| MORGAN STANLEY 0.04% of their portfolio | 3.4m $552.3m | Added +464.3k |
| Invesco Ltd. 0.09% of their portfolio | 3.3m $540.7m | Reduced -940.9k |
| T. Rowe Price Investment Management, Inc. 0.30% of their portfolio | 2.9m $478.0m | Added +346.3k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 2.9m $474.3m | Added +492.6k |
| Capital World Investors 0.06% of their portfolio | 2.6m $416.7m | Added +28.1k |
| NORGES BANK 0.05% of their portfolio | 2.3m $372.0m | Reduced -47.3k |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 2.3m $370.1m | Reduced -218.5k |
| LAZARD ASSET MANAGEMENT LLC 0.43% of their portfolio | 1.9m $313.8m | Added +200.7k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 1.9m $300.9m | Reduced -126.1k |
| FMR LLC 0.02% of their portfolio | 1.8m $294.0m | Reduced -621.9k |
| Clearbridge Investments, LLC 0.22% of their portfolio | 1.7m $272.4m | Added +702.3k |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 1.5m $251.0m | Added +137.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 1.5m $249.3m | Added +210.3k |
| FIRST TRUST ADVISORS LP 0.20% of their portfolio | 1.5m $246.9m | Added +592.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 1.4m $228.1m | Added +94.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 1.3m $212.7m | Added +3.3k |
| Legal & General Group Plc 0.05% of their portfolio | 1.3m $207.7m | Reduced -36.2k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.2m $197.2m | Reduced -34.0k |
| MACQUARIE GROUP LTD 0.23% of their portfolio | 1.2m $186.9m | Reduced -237.4k |
| LONDON CO OF VIRGINIA 1.05% of their portfolio | 1.1m $185.9m | Reduced -31.3k |
| FRANKLIN RESOURCES INC 0.05% of their portfolio | 1.1m $174.9m | Added +66.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.0m $168.3m | Added +283.0k |
| Nuveen, LLC 0.04% of their portfolio | 998.3k $162.0m | Added +85.0k |
| Fayez Sarofim & Co 0.38% of their portfolio | 978.1k $158.8m | Added +30.7k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.38% of their portfolio | 969.5k $157.3m | Added +426.9k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 795.0k $129.0m | Reduced -122.5k |
| Thrivent Financial for Lutherans 0.27% of their portfolio | 759.6k $123.3m | Reduced -111.4k |
| TD Asset Management Inc 0.10% of their portfolio | 714.6k $116.0m | Reduced -20.7k |
| CITIGROUP INC 0.08% of their portfolio | 710.8k $115.4m | Added +425.8k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 699.1k $113.5m | Added +264.0k |
| BARCLAYS PLC 0.04% of their portfolio | 693.2k $112.5m | Added +93.8k |
| BRIDGES INVESTMENT MANAGEMENT INC 1.51% of their portfolio | 689.0k $111.8m | Added +4.8k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.23% of their portfolio | 623.2k $101.1m | Reduced -203.5k |
| DF DENT & CO INC 1.28% of their portfolio | 621.3k $100.8m | Reduced -169.9k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 607.3k $98.6m | Reduced -6.3k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.70% of their portfolio | 598.8k $97.2m | Added +22.3k |
| UBS Group AG 0.02% of their portfolio | 593.2k $96.3m | Reduced -103.6k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.10% of their portfolio | 583.4k $94.7m | Reduced -1.8m |
| Swiss National Bank 0.06% of their portfolio | 578.6k $93.9m | Added +36.6k |
| Amundi 0.03% of their portfolio | 576.0k $97.8m | Added +132.6k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 554.1k $89.9m | Added +529.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 505.2k $82.0m | Added +211.5k |
| NATIXIS ADVISORS, LLC 0.13% of their portfolio | 485.5k $78.8m | Added +115.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 477.4k $77.5m | Added +6.5k |
| Quantum Capital Management, LLC / NJ 8.26% of their portfolio | 471.1k $76.5m | Reduced -54.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio | 451.3k $73.2m | Reduced -83.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 429.5k $69.7m | Added +1.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 422.4k $68.6m | Added +5.0k |
| Bristol Gate Capital Partners Inc. 3.89% of their portfolio | 421.0k $68.3m | Reduced -91.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.25% of their portfolio | 418.8k $68.0m | Added +269.2k |
| PARNASSUS INVESTMENTS, LLC 0.16% of their portfolio | 418.3k $67.9m | Reduced -55.0k |
| BROWN ADVISORY INC 0.09% of their portfolio | 410.9k $66.7m | Added +142.4k |
| AustralianSuper Pty Ltd 0.34% of their portfolio | 409.1k $66.4m | Reduced -132.6k |
| Canal Capital Management, LLC 10.20% of their portfolio | 398.7k $64.7m | Reduced -119.7k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 390.9k $63.4m | Added +32.8k |
| Freestone Grove Partners LP 0.46% of their portfolio | 377.8k $61.3m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio | 376.3k $61.1m | Added +23.9k |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 363.4k $59.0m | Reduced -25.6k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 361.9k $58.7m | Reduced -43.2k |
| DAVENPORT & Co LLC 0.32% of their portfolio | 354.7k $57.8m | Added +93.3k |
| LORD, ABBETT & CO. LLC 0.18% of their portfolio | 351.4k $57.0m | Added +1.2k |
| Markel Group Inc. 0.47% of their portfolio | 342.4k $55.6m | Added +29.2k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 337.6k $54.8m | Added +48.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 333.6k $54.1m | Added +17.0k |
| Allspring Global Investments Holdings, LLC 0.09% of their portfolio | 331.9k $55.9m | Reduced -159.8k |
| ProShare Advisors LLC 0.10% of their portfolio | 320.0k $51.9m | Added +14.3k |
| California Public Employees Retirement System 0.03% of their portfolio | 319.0k $51.8m | Reduced -371.0k |
| STIFEL FINANCIAL CORP 0.05% of their portfolio | 305.5k $49.6m | Reduced -60.7k |
| MENORA MIVTACHIM HOLDINGS LTD. 0.28% of their portfolio | 300.0k $48.7m | Reduced -200.0k |
| Employees Retirement System of Texas 0.39% of their portfolio | 292.2k $47.4m | Added +19.0k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 291.4k $47.3m | Added +19.9k |
| Epoch Investment Partners, Inc. 0.23% of their portfolio | 273.8k $44.4m | Reduced -15.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 269.2k $43.7m | Added +82.6k |
| National Pension Service 0.04% of their portfolio | 268.9k $43.6m | Reduced -28.9k |
| SAMLYN CAPITAL, LLC 0.60% of their portfolio | 256.2k $41.6m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 254.8k $41.3m | Added +9.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.03% of their portfolio | 225.7k $36.6m | Added +12.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 223.2k $36.2m | Added +22.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.07% of their portfolio | 222.1k $36.0m | Reduced -12.8k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 217.9k $35.4m | Reduced -37.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.14% of their portfolio | 215.8k $35.0m | Added +25.0k |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 213.8k $34.7m | Reduced -7.0k |
| WEITZ INVESTMENT MANAGEMENT, INC. 1.82% of their portfolio | 208.5k $33.8m | Unchanged |
| Caisse de depot et placement du Quebec 0.07% of their portfolio | 197.1k $32.0m | Added +195.7k |
| SUMMITRY LLC 1.45% of their portfolio | 196.9k $32.0m | Added +7.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.06% of their portfolio | 195.2k $31.7m | Added +2.4k |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 193.2k $31.4m | Added +186.4k |
| HRT FINANCIAL LP 0.16% of their portfolio | 189.9k $30.8m | New |
| NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio | 186.1k $30.2m | Added +94.1k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 177.7k $28.9m | Reduced -5.5k |
| Mitsubishi UFJ Trust & Banking Corp 0.06% of their portfolio | 171.8k $27.9m | Added +7.4k |
| Vest Financial, LLC 0.39% of their portfolio | 170.8k $27.7m | Added +68.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 169.8k $27.6m | Added +5.9k |