Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ODFL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14.9M | $2.91B | +2.1% | 7.146% | 0.05% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 12.1M | $2.36B | — | 5.797% | 0.06% |
| 3 | FMR LLC | 11.7M | $2.29B | +70.2% | 5.620% | 0.12% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.7M | $1.69B | — | 4.161% | 0.09% |
| 5 | STATE STREET CORP | 7.8M | $1.53B | +1.1% | 3.759% | 0.05% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 5.1M | $992.7M | +2.0% | 2.447% | 0.06% |
| 7 | Bank of New York Mellon Corp | 4.2M | $829.8M | -10.1% | 2.038% | 0.15% |
| 8 | Boston Partners | 4.0M | $780.3M | -3.2% | 1.915% | 0.82% |
| 9 | MORGAN STANLEY | 3.3M | $650.9M | +32.4% | 1.598% | 0.04% |
| 10 | CIBC Bancorp USA Inc. | 3.2M | $628.1M | — | 1.542% | 0.85% |
| 11 | GOLDMAN SACHS GROUP INC | 3.1M | $597.8M | -7.7% | 1.468% | 0.07% |
| 12 | FRANKLIN RESOURCES INC | 3.0M | $595.7M | +67.3% | 1.463% | 0.15% |
| 13 | Invesco Ltd. | 2.6M | $506.7M | -12.6% | 1.244% | 0.08% |
| 14 | PARNASSUS INVESTMENTS /CA | 1.9M | $376.9M | +403.0% | 0.925% | 1.10% |
| 15 | NORTHERN TRUST CORP | 1.7M | $337.1M | +1.5% | 0.828% | 0.04% |
| 16 | Clearbridge Investments, LLC | 1.4M | $279.3M | +0.8% | 0.686% | 0.24% |
| 17 | BALYASNY ASSET MANAGEMENT LLC | 1.3M | $254.7M | +23399.6% | 0.625% | 0.87% |
| 18 | Legal & General Group Plc | 1.3M | $247.2M | +7.9% | 0.607% | 0.06% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $237.0M | +3.9% | 0.582% | 0.04% |
| 20 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $215.8M | +1.1% | 0.530% | 0.04% |
| 21 | Life Cycle Investment Partners Ltd | 1.1M | $215.6M | -8.3% | 0.529% | 1.37% |
| 22 | TD ASSET MANAGEMENT INC | 1.1M | $205.3M | -12.0% | 0.504% | 0.17% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 1.0M | $203.2M | — | 0.499% | 0.05% |
| 24 | CITIGROUP INC | 985K | $192.4M | -3.1% | 0.472% | 0.08% |
| 25 | UBS ASSET MANAGEMENT AMERICAS INC | 972K | $189.8M | +1.5% | 0.466% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ODFL — a direct measure of their conviction.
Filings activity in ODFL during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 941 | +4.7% | 53.38% | +8.19 pp | $27.34B | +18% |
| Q4 2025 | 899 | +7.9% | 45.19% | 6.65 pp | $23.15B | 13% |
| Q3 2025 | 833 | 5.2% | 51.84% | +9.30 pp | $26.55B | +22% |
| Q2 2025 | 879 | +5.3% | 42.54% | 2.32 pp | $21.79B | 5.2% |
| Q1 2025 | 835 | 8.4% | 44.86% | 4.19 pp | $22.98B | 8.5% |
| Q4 2024 | 912 | +8.2% | 49.05% | 4.70 pp | $25.12B | 8.8% |
| Q3 2024 | 843 | 0.7% | 53.75% | +4.28 pp | $27.53B | +8.6% |
| Q2 2024 | 849 | — | 49.47% | — | $25.34B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ODFL stock.
Based on Q1 2026 13F filings, institutional ownership of Old Dominion Freight Line, Inc. stands at 53.4%, held across 941 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ODFL, with approximately 14,893,953 shares worth $2.91B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ODFL.
Our composite Smart Money Score for ODFL is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
166 institutions opened new positions in ODFL during Q1 2026, while 124 fully exited. 662 added to existing positions and 110 trimmed.
ODFL institutional ownership rose by 8.19 percentage points quarter-over-quarter, with a net change of +42 holders.
The top 10 institutions account for 53.6% of all reported 13F value in ODFL, and the top 25 account for 70.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.