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 ($158.8m this quarter). Holder counts are more reliable. Shares outstanding: 208.0m as of 2026-05-01, 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 ≈ $195.21. Options: 16 managers hold calls ($137.7m notional), 12 hold puts ($69.7m).
Trends to Q1 2026
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 |
| Q1 2026 | 964 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 514 | 410 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $195.1m | $85.4m | 0.44 |
| Q3 2025 | $173.6m | $75.6m | 0.44 |
| Q4 2025 | $195.6m | $69.0m | 0.35 |
| Q1 2026 | $137.7m | $69.7m | 0.51 |
Biggest buyers
| FMR LLC | Added | +4.8m |
| PARNASSUS INVESTMENTS, LLC | Added | +1.5m |
| Balyasny Asset Management L.P. | Added | +1.3m |
| FRANKLIN RESOURCES INC | Added | +1.2m |
| MORGAN STANLEY | Added | +815.8k |
| JONES FINANCIAL COMPANIES LLLP | Added | +574.7k |
| Capital Research Global Investors | New | +537.3k |
| LORD, ABBETT & CO. LLC | New | +311.8k |
| Encompass Capital Advisors LLC | New | +310.1k |
| BlackRock, Inc. | Added | +299.9k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -2.5m |
| Capital World Investors | Sold out | -2.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.9m |
| TWO SIGMA ADVISERS, LP | Sold out | -1.0m |
| Invesco Ltd. | Reduced | -696.0k |
| UBS Group AG | Reduced | -690.5k |
| Bristol Gate Capital Partners Inc. | Sold out | -549.2k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -500.6k |
| Bank of New York Mellon Corp | Reduced | -478.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -456.1k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $70.1m358.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $18.2m93.2k shares |
| CITADEL ADVISORS LLC | Reduced | $14.2m72.7k shares |
| JPMORGAN CHASE & CO | New | $9.5m50.0k shares |
| IMC-Chicago, LLC | Reduced | $6.7m34.4k shares |
| Twin Tree Management, LP | Reduced | $2.7m13.7k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $2.6m13.3k shares |
| Walleye Trading LLC | Reduced | $2.6m13.2k shares |
| GROUP ONE TRADING LLC | Reduced | $2.5m12.6k shares |
| Squarepoint Ops LLC | New | $1.7m8.6k shares |
Biggest puts
| LOGAN CAPITAL MANAGEMENT INC | New | $17.9m91.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $12.1m62.1k shares |
| CITADEL ADVISORS LLC | Added | $9.4m48.3k shares |
| JANE STREET GROUP, LLC | Added | $6.9m35.5k shares |
| IMC-Chicago, LLC | Reduced | $6.9m35.2k shares |
| Walleye Capital LLC | Reduced | $5.1m26.3k shares |
| Walleye Trading LLC | Added | $4.3m21.8k shares |
| SIMPLEX TRADING, LLC | New | $2.6m13.2k shares |
| Squarepoint Ops LLC | New | $2.2m11.2k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $1.3m6.4k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2026 | 0 | — | 5 | $18.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-26 | CONGDON EARL E Chair Emeritus & Sr. Advisor · By Earl E. Congdon Trust - 1990 | Sold | $4.9m25.0k shares |
| 2026-02-19 | CONGDON DAVID S Executive Chairman, director · By David S. Congdon Revocable Trust Dated 12/3/91 | Sold | $10.1m52.0k shares |
| 2026-02-18 | Gabosch Bradley R Director | Sold | $608.8k3.1k shares |
| 2026-02-18 | Kelley Christopher James SVP - Operations · By 401(k) plan | Sold | $16.0k80 shares |
| 2026-02-09 | Gantt Greg C Director | Sold | $2.4m12.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.05% of their portfolio | 14.9m $2.9bn | Added +299.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.28% of their portfolio | 12.3m $2.4bn | Reduced -1.9m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 12.1m $2.4bn | First filing |
| FMR LLC 0.12% of their portfolio | 11.7m $2.3bn | Added +4.8m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.09% of their portfolio | 8.7m $1.7bn | First filing |
| STATE STREET CORP 0.05% of their portfolio | 7.8m $1.5bn | Added +87.9k |
| Invesco Ltd. 0.13% of their portfolio | 7.0m $1.4bn | Reduced -696.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 5.1m $992.7m | Added +98.2k |
| Bank of New York Mellon Corp 0.15% of their portfolio | 4.2m $829.8m | Reduced -478.6k |
| Boston Partners 0.82% of their portfolio | 4.0m $780.3m | Reduced -131.4k |
| T. Rowe Price Investment Management, Inc. 0.48% of their portfolio | 3.6m $699.3m | Reduced -2.5m |
| MORGAN STANLEY 0.04% of their portfolio | 3.3m $650.9m | Added +815.8k |
| CIBC Bancorp USA Inc. 0.85% of their portfolio | 3.2m $628.1m | First filing |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 3.1m $597.8m | Reduced -256.4k |
| FRANKLIN RESOURCES INC 0.15% of their portfolio | 3.0m $595.7m | Added +1.2m |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 2.7m $515.6m | Added +8.7k |
| PARNASSUS INVESTMENTS, LLC 1.10% of their portfolio | 1.9m $376.9m | Added +1.5m |
| NORTHERN TRUST CORP 0.04% of their portfolio | 1.7m $337.1m | Added +25.9k |
| Clearbridge Investments, LLC 0.24% of their portfolio | 1.4m $279.3m | Added +11.6k |
| Balyasny Asset Management L.P. 0.50% of their portfolio | 1.3m $254.7m | Added +1.3m |
| Legal & General Group Plc 0.06% of their portfolio | 1.3m $247.2m | Added +92.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 1.2m $237.0m | Added +45.7k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.1m $215.8m | Added +12.2k |
| Life Cycle Investment Partners Ltd 1.37% of their portfolio | 1.1m $215.6m | Reduced -100.0k |
| TD Asset Management Inc 0.17% of their portfolio | 1.1m $205.3m | Reduced -143.5k |
| VANGUARD FIDUCIARY TRUST CO 0.05% of their portfolio | 1.0m $203.2m | First filing |
| CITIGROUP INC 0.12% of their portfolio | 984.6k $192.4m | Reduced -31.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 971.5k $189.8m | Added +14.1k |
| LONDON CO OF VIRGINIA 1.16% of their portfolio | 964.7k $188.5m | Reduced -65.9k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.54% of their portfolio | 944.3k $184.5m | Added +42.2k |
| California Public Employees Retirement System 0.10% of their portfolio | 864.1k $168.8m | Added +1.3k |
| LAZARD ASSET MANAGEMENT LLC 0.27% of their portfolio | 835.0k $163.2m | Reduced -32.8k |
| FIRST TRUST ADVISORS LP 0.11% of their portfolio | 770.9k $150.6m | Reduced -327.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 671.2k $131.1m | Reduced -39.8k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 665.1k $130.0m | Reduced -150.3k |
| Amundi 0.04% of their portfolio | 662.4k $129.4m | Reduced -240.9k |
| BRIDGES INVESTMENT MANAGEMENT INC 1.70% of their portfolio | 642.4k $125.5m | Reduced -49.2k |
| NATIXIS ADVISORS, LLC 0.16% of their portfolio | 602.5k $117.7m | Added +31.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 601.6k $117.5m | Added +182.8k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.91% of their portfolio | 591.7k $115.5m | Reduced -19.0k |
| UBS Group AG 0.02% of their portfolio | 581.5k $113.6m | Reduced -690.5k |
| JONES FINANCIAL COMPANIES LLLP 0.05% of their portfolio | 579.3k $109.1m | Added +574.7k |
| Epoch Investment Partners, Inc. 0.68% of their portfolio | 578.5k $113.0m | Reduced -175.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 567.0k $110.8m | Reduced -500.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.11% of their portfolio | 558.5k $109.1m | Added +18.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.18% of their portfolio | 556.2k $108.7m | Reduced -380.1k |
| Nuveen, LLC 0.03% of their portfolio | 555.2k $108.5m | Reduced -295.6k |
| Swiss National Bank 0.06% of their portfolio | 552.3k $107.9m | Added +34.1k |
| Capital Research Global Investors 0.02% of their portfolio | 537.3k $105.0m | New |
| Caisse de depot et placement du Quebec 0.17% of their portfolio | 527.8k $103.1m | Added +194.6k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 522.1k $102.0m | Added +117.0k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 482.9k $94.4m | Added +201.0k |
| BARCLAYS PLC 0.03% of their portfolio | 469.2k $91.7m | Reduced -95.2k |
| Thrivent Financial for Lutherans 0.17% of their portfolio | 448.8k $87.7m | Reduced -153.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.06% of their portfolio | 442.9k $86.5m | Added +28.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio | 438.6k $85.7m | Reduced -55.4k |
| Markel Group Inc. 0.70% of their portfolio | 429.1k $83.9m | Added +7.5k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 420.5k $82.2m | Added +52.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 414.2k $80.9m | Added +89.7k |
| Vanguard Global Advisers, LLC 0.04% of their portfolio | 402.3k $78.6m | First filing |
| BROWN ADVISORY INC 0.13% of their portfolio | 394.7k $77.1m | Reduced -91.6k |
| Quantum Capital Management, LLC / NJ 9.40% of their portfolio | 376.0k $73.5m | Reduced -234.0k |
| Canal Capital Management, LLC 9.90% of their portfolio | 374.2k $73.1m | Reduced -748 |
| Employees Retirement System of Texas 0.63% of their portfolio | 366.7k $71.7m | Added +81.5k |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 353.7k $68.9m | Reduced -362.8k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 351.6k $68.7m | Reduced -183.6k |
| RHUMBLINE ADVISERS 0.06% of their portfolio | 333.0k $65.1m | Reduced -8.7k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.11% of their portfolio | 330.6k $64.6m | Added +255.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 327.9k $64.1m | Reduced -374.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.05% of their portfolio | 321.4k $62.8m | First filing |
| LORD, ABBETT & CO. LLC 0.20% of their portfolio | 311.8k $60.9m | New |
| Encompass Capital Advisors LLC 2.47% of their portfolio | 310.1k $60.6m | New |
| National Pension Service 0.05% of their portfolio | 304.0k $59.4m | Added +8.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 302.6k $59.1m | Reduced -8.1k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 300.4k $57.7m | Added +199.0k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 298.1k $58.2m | Added +16.0k |
| ProShare Advisors LLC 0.08% of their portfolio | 291.6k $57.0m | Reduced -67.6k |
| Jain Global LLC 0.71% of their portfolio | 284.6k $55.6m | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% of their portfolio | 277.0k $54.1m | Added +170.5k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.11% of their portfolio | 274.7k $53.7m | Reduced -2.8k |
| Fisher Funds Management LTD 1.57% of their portfolio | 274.5k $53.6m | Reduced -264.2k |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1.04% of their portfolio | 264.1k $51.6m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 248.5k $48.6m | Reduced -4.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.19% of their portfolio | 247.0k $48.3m | Reduced -456.1k |
| STIFEL FINANCIAL CORP 0.04% of their portfolio | 245.4k $48.0m | Added +10.7k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 239.6k $46.8m | Reduced -352.1k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 233.2k $45.6m | Reduced -23.4k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 226.3k $43.9m | Added +2.8k |
| SUMMITRY LLC 1.54% of their portfolio | 223.6k $43.7m | Added +5.5k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 217.3k $42.5m | Added +168.3k |
| Associated Banc-Corp 1.09% of their portfolio | 210.2k $41.1m | Added +84.4k |
| SCOTIA CAPITAL INC. 0.17% of their portfolio | 207.1k $40.5m | Added +162.6k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 203.3k $31.9m | Reduced -39.6k |
| Quantinno Capital Management LP 0.07% of their portfolio | 199.2k $38.9m | Added +64.8k |
| AVITY INVESTMENT MANAGEMENT INC. 2.63% of their portfolio | 184.9k $36.1m | Reduced -2.0k |
| STRS OHIO 0.14% of their portfolio | 184.1k $36.0m | Added +58.4k |
| Partners Group Holding AG 2.66% of their portfolio | 184.0k $36.0m | Reduced -10.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 176.4k $34.5m | Reduced -7.1k |
| 1832 Asset Management L.P. 0.05% of their portfolio | 174.2k $34.0m | Added +16.6k |
| DF DENT & CO INC 0.63% of their portfolio | 168.5k $32.9m | Reduced -144.6k |