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 ($183.5m this quarter). Holder counts are more reliable. Shares outstanding: 207.4m as of 2026-07-31, 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 ≈ $216.59. Options: 12 managers hold calls ($174.5m notional), 12 hold puts ($86.7m).
Trends to Q2 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 |
| Q2 2026 | 1,021 |
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 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 |
| Q2 2026 | 528 | 417 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $173.6m | $75.6m | 0.44 |
| Q4 2025 | $195.6m | $69.0m | 0.35 |
| Q1 2026 | $137.7m | $69.7m | 0.51 |
| Q2 2026 | $174.5m | $86.7m | 0.50 |
Biggest buyers
| FMR LLC | Added | +981.9k |
| CITADEL ADVISORS LLC | Added | +972.6k |
| BlackRock, Inc. | Added | +877.1k |
| Nuveen, LLC | Added | +850.3k |
| MARSHALL WACE, LLP | Added | +675.6k |
| AQR CAPITAL MANAGEMENT LLC | Added | +610.5k |
| STATE STREET CORP | Added | +445.8k |
| 1832 Asset Management L.P. | Added | +394.3k |
| Caisse de depot et placement du Quebec | Added | +352.0k |
| Invesco Ltd. | Added | +346.6k |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.5m |
| Bank of New York Mellon Corp | Reduced | -1.7m |
| T. Rowe Price Investment Management, Inc. | Reduced | -1.2m |
| Balyasny Asset Management L.P. | Reduced | -1.2m |
| FRANKLIN RESOURCES INC | Reduced | -1.1m |
| Life Cycle Investment Partners Ltd | Reduced | -859.4k |
| MORGAN STANLEY | Reduced | -755.3k |
| FIRST TRUST ADVISORS LP | Reduced | -629.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Reduced | -412.8k |
| Jain Global LLC | Sold out | -284.6k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $63.3m292.2k shares |
| CITADEL ADVISORS LLC | Added | $59.8m275.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $24.7m114.2k shares |
| IMC-Chicago, LLC | Added | $10.0m46.0k shares |
| WELLS FARGO & COMPANY/MN | New | $6.5m30.2k shares |
| GROUP ONE TRADING LLC | Added | $5.5m25.3k shares |
| Squarepoint Ops LLC | Added | $2.3m10.8k shares |
| Walleye Trading LLC | Reduced | $1.1m5.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $953.0k4.4k shares |
| MILLENNIUM MANAGEMENT LLC | New | $216.6k1.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $34.6m159.9k shares |
| CITADEL ADVISORS LLC | Added | $18.3m84.3k shares |
| IMC-Chicago, LLC | Added | $11.3m52.2k shares |
| JANE STREET GROUP, LLC | Reduced | $7.0m32.2k shares |
| Walleye Trading LLC | Added | $6.5m29.9k shares |
| Jefferies Financial Group Inc. | New | $2.6m12.2k shares |
| GROUP ONE TRADING LLC | Added | $2.5m11.7k shares |
| Squarepoint Ops LLC | Reduced | $1.6m7.4k shares |
| MILLENNIUM MANAGEMENT LLC | New | $779.8k3.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $671.5k3.1k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2026 | 0 | — | 1 | $4.2m | — |
| Q3 2026 | 0 | — | 1 | $4.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-25 | Overbey Cecil E. Jr. SVP - Strategic Development | Sold | $4.0m20.0k shares |
| 2026-05-04 | Gantt Greg C Director | Sold | $4.2m22.1k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.05% of their portfolio | 15.8m $3.4bn | Added +877.1k |
| FMR LLC 0.12% of their portfolio | 12.7m $2.7bn | Added +981.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 12.1m $2.6bn | Added +17.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.21% of their portfolio | 9.8m $2.1bn | Reduced -2.5m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.09% of their portfolio | 8.7m $1.9bn | Added +45.2k |
| STATE STREET CORP 0.05% of their portfolio | 8.3m $1.8bn | Added +445.8k |
| Invesco Ltd. 0.13% of their portfolio | 7.3m $1.6bn | Added +346.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 5.2m $1.1bn | Added +101.7k |
| Boston Partners 0.74% of their portfolio | 3.8m $828.4m | Reduced -173.6k |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 3.3m $721.3m | Added +271.1k |
| CIBC Bancorp USA Inc. 0.86% of their portfolio | 3.2m $695.1m | Reduced -5.5k |
| NORGES BANK 0.06% of their portfolio | 3.0m $645.6m | Not comparable |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 2.6m $579.2m | Reduced -80.8k |
| MORGAN STANLEY 0.03% of their portfolio | 2.6m $557.9m | Reduced -755.3k |
| Bank of New York Mellon Corp 0.09% of their portfolio | 2.5m $543.3m | Reduced -1.7m |
| T. Rowe Price Investment Management, Inc. 0.33% of their portfolio | 2.3m $504.7m | Reduced -1.2m |
| PARNASSUS INVESTMENTS, LLC 1.24% of their portfolio | 2.1m $462.7m | Added +207.4k |
| FRANKLIN RESOURCES INC 0.09% of their portfolio | 2.0m $426.9m | Reduced -1.1m |
| NORTHERN TRUST CORP 0.04% of their portfolio | 1.8m $383.2m | Added +43.9k |
| Clearbridge Investments, LLC 0.25% of their portfolio | 1.4m $306.0m | Reduced -16.3k |
| Nuveen, LLC 0.07% of their portfolio | 1.4m $304.4m | Added +850.3k |
| CITADEL ADVISORS LLC 0.16% of their portfolio | 1.3m $275.2m | Added +972.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 1.2m $264.9m | Added +10.0k |
| Legal & General Group Plc 0.05% of their portfolio | 1.2m $253.2m | Reduced -96.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 1.1m $241.4m | Added +142.8k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.1m $236.8m | Reduced -11.6k |
| VANGUARD FIDUCIARY TRUST CO 0.05% of their portfolio | 1.0m $224.6m | Reduced -3.2k |
| LONDON CO OF VIRGINIA 1.15% of their portfolio | 935.0k $202.5m | Reduced -29.6k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 911.0k $194.7m | Added +610.5k |
| Caisse de depot et placement du Quebec 0.27% of their portfolio | 879.8k $190.6m | Added +352.0k |
| TD Asset Management Inc 0.15% of their portfolio | 787.5k $170.6m | Reduced -263.3k |
| CITIGROUP INC 0.08% of their portfolio | 782.4k $169.5m | Reduced -202.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.14% of their portfolio | 750.5k $162.6m | Added +191.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 739.4k $160.1m | Added +68.2k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 714.9k $154.9m | Added +49.9k |
| MARSHALL WACE, LLP 0.13% of their portfolio | 713.7k $154.6m | Added +675.6k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.47% of their portfolio | 698.1k $151.2m | Reduced -246.1k |
| California Public Employees Retirement System 0.08% of their portfolio | 681.2k $147.6m | Reduced -182.8k |
| Amundi 0.03% of their portfolio | 668.3k $144.7m | Added +5.9k |
| BRIDGES INVESTMENT MANAGEMENT INC 1.69% of their portfolio | 641.3k $138.9m | Reduced -1.1k |
| LAZARD ASSET MANAGEMENT LLC 0.20% of their portfolio | 599.5k $129.8m | Reduced -235.5k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.74% of their portfolio | 599.5k $129.9m | Added +7.8k |
| UBS Group AG 0.02% of their portfolio | 598.9k $129.7m | Added +17.4k |
| 1832 Asset Management L.P. 0.15% of their portfolio | 568.5k $123.1m | Added +394.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 554.6k $120.1m | Reduced -47.0k |
| Capital Research Global Investors 0.02% of their portfolio | 546.1k $118.3m | Added +8.8k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 543.4k $117.7m | Added +21.3k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 539.8k $116.9m | Added +119.3k |
| Swiss National Bank 0.06% of their portfolio | 529.1k $114.6m | Reduced -23.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 494.7k $107.1m | Reduced -72.4k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 484.7k $105.0m | Added +1.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.06% of their portfolio | 470.8k $102.0m | Added +27.9k |
| Epoch Investment Partners, Inc. 0.57% of their portfolio | 464.1k $100.5m | Reduced -114.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio | 452.2k $97.9m | Added +13.6k |
| Markel Group Inc. 0.71% of their portfolio | 429.1k $93.0m | Unchanged |
| NATIXIS ADVISORS, LLC 0.10% of their portfolio | 418.0k $90.5m | Reduced -184.4k |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 399.0k $86.2m | Added +45.3k |
| JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio | 396.3k $86.7m | Reduced -183.1k |
| Vanguard Global Advisers, LLC 0.04% of their portfolio | 396.0k $85.8m | Reduced -6.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 386.1k $83.6m | Added +34.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 373.4k $80.9m | Reduced -40.8k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.12% of their portfolio | 373.4k $80.9m | Added +42.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.05% of their portfolio | 363.1k $78.6m | Added +41.7k |
| Canal Capital Management, LLC 9.50% of their portfolio | 358.9k $77.7m | Reduced -15.3k |
| Thrivent Financial for Lutherans 0.13% of their portfolio | 343.6k $74.4m | Reduced -105.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 342.2k $74.1m | Added +14.3k |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 337.9k $73.2m | Added +293.7k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 332.1k $71.9m | Reduced -928 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.30% of their portfolio | 329.8k $71.4m | Added +82.8k |
| BARCLAYS PLC 0.02% of their portfolio | 315.7k $68.4m | Reduced -153.5k |
| LORD, ABBETT & CO. LLC 0.19% of their portfolio | 311.9k $67.6m | Added +92 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 306.4k $66.4m | Added +251.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 295.2k $63.9m | Added +118.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 294.9k $63.9m | Reduced -7.7k |
| SG Americas Securities, LLC 0.03% of their portfolio | 278.7k $60.4m | Added +118.9k |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1.06% of their portfolio | 272.4k $59.0m | Added +8.3k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.11% of their portfolio | 271.2k $58.7m | Reduced -3.5k |
| National Pension Service 0.04% of their portfolio | 266.3k $57.7m | Reduced -37.7k |
| Employees Retirement System of Texas 0.46% of their portfolio | 265.9k $57.6m | Reduced -100.8k |
| BROWN ADVISORY INC 0.09% of their portfolio | 264.2k $57.2m | Reduced -130.5k |
| Holocene Advisors, LP 0.13% of their portfolio | 263.0k $57.0m | New |
| NATIONAL BANK OF CANADA /FI/ 0.05% of their portfolio | 248.8k $53.9m | Added +186.2k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 245.6k $53.3m | Added +19.2k |
| Life Cycle Investment Partners Ltd 0.25% of their portfolio | 243.8k $52.8m | Reduced -859.4k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 238.6k $51.7m | Added +5.4k |
| BANK OF NOVA SCOTIA 0.08% of their portfolio | 230.3k $50.2m | Added +105.4k |
| Quantinno Capital Management LP 0.06% of their portfolio | 228.0k $49.4m | Added +28.8k |
| ProShare Advisors LLC 0.07% of their portfolio | 222.9k $48.3m | Reduced -68.7k |
| Associated Banc-Corp 1.13% of their portfolio | 218.7k $47.4m | Added +8.6k |
| SCOTIA CAPITAL INC. 0.18% of their portfolio | 217.7k $47.1m | Added +10.6k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 203.2k $39.7m | Reduced -159 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 201.8k $43.7m | New |
| Encompass Capital Advisors LLC 1.87% of their portfolio | 200.0k $43.3m | Reduced -110.1k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.25% of their portfolio | 195.8k $42.4m | Added +58.5k |
| SUMMITRY LLC 1.30% of their portfolio | 182.0k $39.4m | Reduced -41.6k |
| AVITY INVESTMENT MANAGEMENT INC. 2.51% of their portfolio | 181.6k $39.3m | Reduced -3.3k |
| Man Group plc 0.07% of their portfolio | 180.2k $39.0m | Added +139.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 179.9k $39.0m | Reduced -68.6k |
| Freestone Grove Partners LP 0.25% of their portfolio | 179.3k $38.8m | Added +177.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.06% of their portfolio | 176.1k $38.1m | Added +10.0k |