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 ($103.0m this quarter). Holder counts are more reliable. Shares outstanding: 209.1m as of 2025-10-31, 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 ≈ $140.80. Options: 21 managers hold calls ($173.6m notional), 17 hold puts ($75.6m).
Trends to Q3 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 |
| Q3 2025 | 855 |
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 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 |
| Q3 2025 | 355 | 512 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $170.9m | $93.0m | 0.54 |
| Q1 2025 | $175.2m | $59.9m | 0.34 |
| Q2 2025 | $195.1m | $85.4m | 0.44 |
| Q3 2025 | $173.6m | $75.6m | 0.44 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +4.2m |
| Boston Partners | New | +2.1m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.4m |
| TWO SIGMA ADVISERS, LP | Added | +1.2m |
| CIBC Private Wealth Group LLC | Added | +776.0k |
| CITADEL ADVISORS LLC | Added | +712.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +563.3k |
| VANGUARD GROUP INC | Added | +494.7k |
| Fisher Funds Management LTD | New | +468.5k |
| GOLDMAN SACHS GROUP INC | Added | +393.9k |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -903.3k |
| Invesco Ltd. | Reduced | -472.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -446.0k |
| Bank of New York Mellon Corp | Reduced | -445.2k |
| BlackRock, Inc. | Reduced | -421.2k |
| MACQUARIE GROUP LTD | Reduced | -418.3k |
| AustralianSuper Pty Ltd | Reduced | -402.0k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -352.1k |
| LORD, ABBETT & CO. LLC | Sold out | -351.4k |
| ROYAL LONDON ASSET MANAGEMENT LTD | Reduced | -342.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $39.5m280.9k shares |
| JANE STREET GROUP, LLC | Reduced | $33.3m236.2k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $19.7m139.6k shares |
| GROUP ONE TRADING LLC | Added | $18.7m132.7k shares |
| CITADEL ADVISORS LLC | Reduced | $17.4m123.6k shares |
| Twin Tree Management, LP | Reduced | $13.2m94.0k shares |
| IMC-Chicago, LLC | Added | $7.8m55.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $5.2m37.0k shares |
| Walleye Capital LLC | Added | $3.5m24.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.8m20.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $25.1m178.3k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $13.0m92.4k shares |
| CITADEL ADVISORS LLC | Reduced | $8.1m57.6k shares |
| IMC-Chicago, LLC | Reduced | $4.6m32.9k shares |
| JANE STREET GROUP, LLC | Reduced | $4.4m30.9k shares |
| Qube Research & Technologies Ltd | Reduced | $4.0m28.7k shares |
| SIMPLEX TRADING, LLC | Added | $3.9m27.4k shares |
| D. E. Shaw & Co., Inc. | New | $2.8m20.0k shares |
| Walleye Capital LLC | Reduced | $2.1m14.8k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.0m14.2k 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
None reported in Q3 2025.
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 23.3m $3.3bn | Added +494.7k |
| BlackRock, Inc. 0.04% of their portfolio | 14.4m $2.0bn | Reduced -421.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.19% of their portfolio | 12.5m $1.8bn | Reduced -903.3k |
| STATE STREET CORP 0.04% of their portfolio | 7.7m $1.1bn | Reduced -30.4k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 7.1m $998.0m | Added +4.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 5.0m $699.9m | Reduced -29.3k |
| Bank of New York Mellon Corp 0.13% of their portfolio | 5.0m $701.6m | Reduced -445.2k |
| CIBC Private Wealth Group LLC 1.05% of their portfolio | 4.4m $614.8m | Added +776.0k |
| T. Rowe Price Investment Management, Inc. 0.29% of their portfolio | 3.3m $466.7m | Added +370.0k |
| MORGAN STANLEY 0.03% of their portfolio | 3.1m $432.0m | Reduced -334.3k |
| Invesco Ltd. 0.06% of their portfolio | 2.9m $402.4m | Reduced -472.9k |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 2.7m $376.5m | Added +393.9k |
| Capital World Investors 0.05% of their portfolio | 2.4m $333.7m | Reduced -197.6k |
| Boston Partners 0.30% of their portfolio | 2.1m $292.6m | New |
| LAZARD ASSET MANAGEMENT LLC 0.39% of their portfolio | 2.1m $289.2m | Added +120.6k |
| FMR LLC 0.01% of their portfolio | 1.8m $249.5m | Reduced -39.4k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.8m $247.4m | Reduced -97.0k |
| Clearbridge Investments, LLC 0.17% of their portfolio | 1.6m $226.9m | Reduced -66.9k |
| TWO SIGMA INVESTMENTS, LP 0.34% of their portfolio | 1.6m $221.9m | Added +1.4m |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 1.5m $215.1m | Reduced -50.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 1.3m $183.2m | Reduced -104.1k |
| Legal & General Group Plc 0.04% of their portfolio | 1.3m $182.7m | Added +18.2k |
| FIRST TRUST ADVISORS LP 0.13% of their portfolio | 1.3m $178.1m | Reduced -256.1k |
| TWO SIGMA ADVISERS, LP 0.36% of their portfolio | 1.3m $177.4m | Added +1.2m |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.2m $164.3m | Reduced -47.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.1m $159.3m | Reduced -179.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 1.1m $153.5m | Reduced -446.0k |
| LONDON CO OF VIRGINIA 0.85% of their portfolio | 1.1m $153.3m | Reduced -56.8k |
| CITIGROUP INC 0.10% of their portfolio | 1.0m $146.5m | Added +329.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.46% of their portfolio | 982.1k $138.3m | Added +563.3k |
| Fayez Sarofim & Co 0.32% of their portfolio | 973.6k $137.1m | Reduced -4.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 970.7k $136.6m | Reduced -66.5k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.32% of their portfolio | 938.4k $132.1m | Reduced -31.1k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 919.1k $129.4m | Added +124.1k |
| UBS Group AG 0.02% of their portfolio | 893.0k $125.7m | Added +299.8k |
| Nuveen, LLC 0.03% of their portfolio | 855.2k $120.4m | Reduced -143.1k |
| TD Asset Management Inc 0.09% of their portfolio | 819.7k $115.4m | Added +105.1k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 817.7k $115.1m | Reduced -260.0k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 806.7k $113.6m | Added +712.9k |
| Thrivent Financial for Lutherans 0.20% of their portfolio | 738.2k $103.9m | Reduced -21.3k |
| MACQUARIE GROUP LTD 0.12% of their portfolio | 733.5k $103.3m | Reduced -418.3k |
| Amundi 0.03% of their portfolio | 705.0k $100.7m | Added +129.0k |
| BRIDGES INVESTMENT MANAGEMENT INC 1.24% of their portfolio | 687.6k $96.8m | Reduced -1.3k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 638.3k $89.9m | Added +84.2k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.40% of their portfolio | 606.7k $85.4m | Added +7.8k |
| California Public Employees Retirement System 0.05% of their portfolio | 604.7k $85.1m | Added +285.6k |
| BARCLAYS PLC 0.03% of their portfolio | 601.9k $84.7m | Reduced -91.3k |
| Quantum Capital Management, LLC / NJ 9.17% of their portfolio | 594.4k $83.7m | Added +123.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio | 594.1k $83.6m | Added +142.8k |
| Swiss National Bank 0.04% of their portfolio | 548.3k $77.2m | Reduced -30.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 478.7k $67.4m | Added +1.4k |
| Fisher Funds Management LTD 1.74% of their portfolio | 468.5k $66.0m | New |
| NATIXIS ADVISORS, LLC 0.09% of their portfolio | 435.1k $61.3m | Reduced -50.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 417.3k $58.7m | Reduced -5.2k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 416.5k $58.6m | Reduced -282.7k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 414.6k $58.4m | Added +23.7k |
| Bristol Gate Capital Partners Inc. 3.37% of their portfolio | 405.3k $57.1m | Reduced -15.8k |
| Canal Capital Management, LLC 8.43% of their portfolio | 399.1k $56.2m | Added +363 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 396.9k $55.9m | Added +20.6k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 383.0k $53.8m | Added +19.6k |
| BROWN ADVISORY INC 0.07% of their portfolio | 380.1k $53.5m | Reduced -30.8k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 375.4k $52.8m | Added +37.7k |
| JANE STREET GROUP, LLC 0.06% of their portfolio | 361.8k $50.9m | Added +256.1k |
| Markel Group Inc. 0.41% of their portfolio | 358.8k $50.5m | Added +16.3k |
| Epoch Investment Partners, Inc. 0.27% of their portfolio | 353.9k $49.8m | Added +80.1k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 351.6k $49.5m | Reduced -10.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 349.6k $49.2m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 332.9k $46.9m | Reduced -172.3k |
| DF DENT & CO INC 0.60% of their portfolio | 329.8k $46.4m | Reduced -291.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 325.7k $45.9m | Reduced -7.9k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.19% of their portfolio | 313.7k $44.2m | Added +234.3k |
| Caisse de depot et placement du Quebec 0.08% of their portfolio | 313.3k $44.1m | Added +116.2k |
| Squarepoint Ops LLC 0.09% of their portfolio | 304.9k $42.9m | Added +272.2k |
| STIFEL FINANCIAL CORP 0.04% of their portfolio | 300.2k $42.3m | Reduced -5.2k |
| MENORA MIVTACHIM HOLDINGS LTD. 0.21% of their portfolio | 300.0k $42.2m | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 293.3k $41.3m | Reduced -314.0k |
| Employees Retirement System of Texas 0.33% of their portfolio | 289.8k $40.8m | Reduced -2.4k |
| DAVENPORT & Co LLC 0.21% of their portfolio | 281.9k $39.7m | Reduced -72.8k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.08% of their portfolio | 280.7k $39.5m | Reduced -342.5k |
| National Pension Service 0.03% of their portfolio | 276.6k $38.9m | Added +7.7k |
| Freestone Grove Partners LP 0.28% of their portfolio | 267.0k $37.6m | Reduced -110.8k |
| ProShare Advisors LLC 0.08% of their portfolio | 259.5k $36.5m | Reduced -60.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 259.0k $36.5m | Reduced -170.5k |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 253.5k $35.7m | Added +60.3k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 250.3k $35.2m | Reduced -41.1k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 242.5k $34.1m | Added +24.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 238.2k $33.5m | Added +12.4k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% of their portfolio | 231.3k $32.6m | Reduced -352.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 212.7k $29.9m | Reduced -10.6k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.05% of their portfolio | 209.7k $29.5m | Reduced -12.4k |
| WEITZ INVESTMENT MANAGEMENT, INC. 1.59% of their portfolio | 208.5k $29.4m | Unchanged |
| SUMMITRY LLC 1.23% of their portfolio | 207.0k $29.1m | Added +10.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 206.9k $29.1m | Reduced -62.3k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 205.7k $29.0m | Added +63.8k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 202.1k $28.4m | Reduced -52.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 190.8k $26.9m | Added +65.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.05% of their portfolio | 184.6k $26.0m | Reduced -10.6k |
| PARNASSUS INVESTMENTS, LLC 0.06% of their portfolio | 177.6k $25.0m | Reduced -240.7k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 173.1k $24.4m | Reduced -4.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 169.5k $23.9m | Reduced -300 |