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 ($103.8m 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 ≈ $156.86. Options: 19 managers hold calls ($195.6m notional), 15 hold puts ($69.0m).
Trends to Q4 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 |
| Q4 2025 | 919 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2025 | 461 | 413 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $175.2m | $59.9m | 0.34 |
| Q2 2025 | $195.1m | $85.4m | 0.44 |
| Q3 2025 | $173.6m | $75.6m | 0.44 |
| Q4 2025 | $195.6m | $69.0m | 0.35 |
Biggest buyers
| FMR LLC | Added | +5.1m |
| Invesco Ltd. | Added | +4.8m |
| T. Rowe Price Investment Management, Inc. | Added | +2.8m |
| Boston Partners | Added | +2.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.8m |
| FRANKLIN RESOURCES INC | Added | +1.0m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Added | +726.6k |
| GOLDMAN SACHS GROUP INC | Added | +641.2k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +499.4k |
| Zurich Insurance Group Ltd/FI | New | +410.9k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -4.4m |
| AMERIPRISE FINANCIAL INC | Reduced | -1.2m |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -1.2m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -984.8k |
| MACQUARIE GROUP LTD | Reduced | -709.5k |
| Fayez Sarofim & Co | Reduced | -678.5k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -589.3k |
| MORGAN STANLEY | Reduced | -553.2k |
| CITADEL ADVISORS LLC | Reduced | -524.7k |
| VANGUARD GROUP INC | Reduced | -400.9k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $51.1m325.7k shares |
| JANE STREET GROUP, LLC | Reduced | $36.4m232.2k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $20.0m127.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $19.8m126.1k shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | $15.7m100.0k shares |
| GROUP ONE TRADING LLC | Reduced | $15.4m98.3k shares |
| IMC-Chicago, LLC | Added | $9.6m61.1k shares |
| Twin Tree Management, LP | Reduced | $5.7m36.2k shares |
| LMR Partners LLP | New | $4.3m27.7k shares |
| Maven Securities LTD | Added | $3.7m23.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $18.6m118.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $11.3m72.1k shares |
| Twin Tree Management, LP | New | $9.1m58.2k shares |
| IMC-Chicago, LLC | Added | $7.0m44.4k shares |
| Walleye Capital LLC | Added | $5.8m36.8k shares |
| CITADEL ADVISORS LLC | Reduced | $4.6m29.6k shares |
| JANE STREET GROUP, LLC | Reduced | $3.5m22.2k shares |
| Walleye Trading LLC | Added | $2.9m18.6k shares |
| GROUP ONE TRADING LLC | Added | $2.3m14.7k shares |
| UBS Group AG | New | $1.6m10.0k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 22.9m $3.6bn | Reduced -400.9k |
| BlackRock, Inc. 0.04% of their portfolio | 14.6m $2.3bn | Added +158.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.24% of their portfolio | 14.2m $2.2bn | Added +1.8m |
| STATE STREET CORP 0.04% of their portfolio | 7.7m $1.2bn | Added +70.7k |
| Invesco Ltd. 0.11% of their portfolio | 7.7m $1.2bn | Added +4.8m |
| FMR LLC 0.06% of their portfolio | 6.9m $1.1bn | Added +5.1m |
| T. Rowe Price Investment Management, Inc. 0.38% of their portfolio | 6.1m $957.9m | Added +2.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 5.0m $781.2m | Added +9.6k |
| Bank of New York Mellon Corp 0.13% of their portfolio | 4.7m $740.9m | Reduced -258.3k |
| CIBC Private Wealth Group LLC 1.15% of their portfolio | 4.4m $682.9m | Reduced -11.3k |
| Boston Partners 0.67% of their portfolio | 4.1m $648.2m | Added +2.0m |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 3.3m $519.9m | Added +641.2k |
| NORGES BANK 0.05% of their portfolio | 2.8m $445.0m | Not comparable |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 2.7m $424.7m | Reduced -4.4m |
| MORGAN STANLEY 0.02% of their portfolio | 2.5m $394.4m | Reduced -553.2k |
| Capital World Investors 0.05% of their portfolio | 2.4m $372.4m | Added +5.0k |
| FRANKLIN RESOURCES INC 0.07% of their portfolio | 1.8m $285.7m | Added +1.0m |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.7m $266.5m | Reduced -57.7k |
| Clearbridge Investments, LLC 0.18% of their portfolio | 1.4m $222.3m | Reduced -194.2k |
| UBS Group AG 0.04% of their portfolio | 1.3m $199.5m | Added +379.0k |
| Life Cycle Investment Partners Ltd 1.32% of their portfolio | 1.2m $188.7m | First filing |
| TD Asset Management Inc 0.15% of their portfolio | 1.2m $187.3m | Added +374.6k |
| Legal & General Group Plc 0.04% of their portfolio | 1.2m $183.9m | Reduced -124.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.2m $183.0m | Added +35.4k |
| FIRST TRUST ADVISORS LP 0.13% of their portfolio | 1.1m $172.2m | Reduced -166.7k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.1m $171.3m | Reduced -74.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 1.1m $167.4m | Reduced -233.9k |
| LONDON CO OF VIRGINIA 0.93% of their portfolio | 1.0m $161.6m | Reduced -58.1k |
| TWO SIGMA ADVISERS, LP 0.31% of their portfolio | 1.0m $159.4m | Reduced -243.5k |
| CITIGROUP INC 0.11% of their portfolio | 1.0m $159.3m | Reduced -24.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 957.4k $150.1m | Reduced -132.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.25% of their portfolio | 936.3k $146.8m | Added +726.6k |
| Amundi 0.04% of their portfolio | 903.3k $141.6m | Added +198.3k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.38% of their portfolio | 902.1k $141.4m | Reduced -36.3k |
| LAZARD ASSET MANAGEMENT LLC 0.23% of their portfolio | 867.9k $136.1m | Reduced -1.2m |
| California Public Employees Retirement System 0.08% of their portfolio | 862.7k $135.3m | Added +258.1k |
| Nuveen, LLC 0.03% of their portfolio | 850.8k $133.4m | Reduced -4.4k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 815.3k $127.8m | Reduced -103.8k |
| Epoch Investment Partners, Inc. 0.67% of their portfolio | 754.0k $118.2m | Added +400.1k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 716.5k $112.5m | Added +333.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 711.0k $111.5m | Reduced -259.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.39% of their portfolio | 703.2k $110.3m | Reduced -278.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio | 702.4k $110.1m | Added +108.3k |
| BRIDGES INVESTMENT MANAGEMENT INC 1.38% of their portfolio | 691.6k $108.4m | Added +3.9k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.50% of their portfolio | 610.6k $95.8m | Added +4.0k |
| Quantum Capital Management, LLC / NJ 11.07% of their portfolio | 609.9k $95.6m | Added +15.5k |
| Thrivent Financial for Lutherans 0.17% of their portfolio | 602.2k $94.4m | Reduced -136.1k |
| TWO SIGMA INVESTMENTS, LP 0.14% of their portfolio | 591.7k $92.8m | Reduced -984.8k |
| NATIXIS ADVISORS, LLC 0.13% of their portfolio | 571.0k $89.5m | Added +135.9k |
| BARCLAYS PLC 0.04% of their portfolio | 564.4k $88.5m | Reduced -37.6k |
| Bristol Gate Capital Partners Inc. 4.97% of their portfolio | 549.2k $86.1m | Added +144.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.08% of their portfolio | 539.8k $84.6m | Added +499.4k |
| Fisher Funds Management LTD 2.20% of their portfolio | 538.8k $85.0m | Added +70.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 535.2k $83.9m | Added +118.8k |
| Swiss National Bank 0.05% of their portfolio | 518.2k $81.3m | Reduced -30.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 494.0k $77.5m | Added +15.3k |
| BROWN ADVISORY INC 0.11% of their portfolio | 486.4k $76.3m | Added +106.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 451.9k $70.9m | Added +119.0k |
| BANK OF NOVA SCOTIA 0.10% of their portfolio | 425.1k $66.7m | Added +266.9k |
| Markel Group Inc. 0.53% of their portfolio | 421.6k $66.1m | Added +62.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 418.7k $65.7m | Added +159.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 414.9k $66.0m | Added +18.0k |
| Zurich Insurance Group Ltd/FI 0.45% of their portfolio | 410.9k $64.4m | New |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 405.1k $63.5m | Added +29.8k |
| PARNASSUS INVESTMENTS, LLC 0.16% of their portfolio | 383.5k $60.1m | Added +205.9k |
| Canal Capital Management, LLC 8.34% of their portfolio | 375.0k $58.8m | Reduced -24.2k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 368.4k $57.8m | Reduced -46.2k |
| MARSHALL WACE, LLP 0.05% of their portfolio | 361.8k $56.7m | Added +356.8k |
| ProShare Advisors LLC 0.10% of their portfolio | 359.2k $56.3m | Added +99.6k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 341.7k $53.6m | Reduced -9.9k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.21% of their portfolio | 337.8k $53.0m | Added +24.1k |
| Caisse de depot et placement du Quebec 0.09% of their portfolio | 333.1k $52.2m | Added +19.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 324.5k $50.9m | Reduced -92.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 323.3k $50.8m | Added +116.4k |
| DF DENT & CO INC 0.71% of their portfolio | 313.1k $49.1m | Reduced -16.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 310.7k $48.7m | Reduced -15.0k |
| National Pension Service 0.03% of their portfolio | 295.6k $46.4m | Added +19.0k |
| Fayez Sarofim & Co 0.11% of their portfolio | 295.1k $46.3m | Reduced -678.5k |
| Employees Retirement System of Texas 0.36% of their portfolio | 285.2k $44.7m | Reduced -4.6k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 282.1k $44.2m | Reduced -524.7k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 281.9k $44.2m | Reduced -11.3k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.09% of their portfolio | 277.6k $43.5m | Reduced -3.1k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% of their portfolio | 270.3k $42.4m | Added +39.0k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 256.6k $40.2m | Added +14.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 252.6k $39.7m | Reduced -1.2m |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 243.0k $38.1m | Added +40.9k |
| STIFEL FINANCIAL CORP 0.03% of their portfolio | 234.7k $36.8m | Reduced -65.5k |
| NATIONAL BANK OF CANADA /FI/ 0.04% of their portfolio | 223.7k $35.1m | Added +128.8k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 223.5k $35.1m | Reduced -26.8k |
| SUMMITRY LLC 1.43% of their portfolio | 218.2k $34.2m | Added +11.2k |
| WEITZ INVESTMENT MANAGEMENT, INC. 1.94% of their portfolio | 208.8k $32.7m | Added +300 |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 206.9k $32.4m | Reduced -142.7k |
| SG Americas Securities, LLC 0.04% of their portfolio | 197.6k $31.0m | Added +146.4k |
| Partners Group Holding AG 2.19% of their portfolio | 194.6k $30.5m | Added +52.5k |
| AVITY INVESTMENT MANAGEMENT INC. 2.06% of their portfolio | 186.9k $29.3m | Added +115.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 183.4k $28.8m | Added +20.8k |
| Corient Private Wealth LP 0.02% of their portfolio | 180.9k $25.3m | Added +97.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.05% of their portfolio | 172.6k $27.1m | Reduced -12.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 171.7k $26.9m | Reduced -19.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 163.3k $25.6m | Reduced -3.6k |