Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in ORLY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 64.6M | $5.95B | -0.9% | 7.797% | 0.09% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 54.2M | $4.99B | -1.1% | 6.535% | 0.11% |
| 3 | STATE STREET CORP | 36.7M | $3.38B | -0.0% | 4.430% | 0.05% |
| 4 | Invesco Ltd. | 26.6M | $2.45B | +51.2% | 3.211% | 0.19% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 24.2M | $2.23B | -1.6% | 2.918% | 0.12% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 15.8M | $1.46B | -5.1% | 1.909% | 0.07% |
| 7 | MORGAN STANLEY | 15.5M | $1.42B | +4.0% | 1.866% | 0.08% |
| 8 | PRINCIPAL FINANCIAL GROUP INC | 14.2M | $1.31B | -21.3% | 1.715% | 0.64% |
| 9 | FMR LLC | 13.9M | $1.28B | -24.3% | 1.679% | 0.06% |
| 10 | NORGES BANK | 13.7M | $1.26B | — | 1.657% | 0.13% |
| 11 | Nuveen, LLC | 11.3M | $1.04B | -25.1% | 1.362% | 0.25% |
| 12 | Bank of New York Mellon Corp | 11.1M | $1.02B | -14.5% | 1.342% | 0.17% |
| 13 | GOLDMAN SACHS GROUP INC | 10.2M | $940.6M | +17.5% | 1.232% | 0.08% |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 9.3M | $859.2M | +1.5% | 1.126% | 0.16% |
| 15 | JENNISON ASSOCIATES LLC | 9.1M | $834.1M | -2.1% | 1.093% | 0.50% |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8.5M | $782.6M | +10.1% | 1.026% | 0.35% |
| 17 | NORTHERN TRUST CORP | 8.5M | $779.3M | -5.6% | 1.021% | 0.09% |
| 18 | BANK OF AMERICA CORP /DE/ | 7.8M | $721.7M | -15.6% | 0.946% | 0.05% |
| 19 | CITADEL ADVISORS LLC | 7.5M | $686.3M | +40.0% | 0.899% | 0.04% |
| 20 | JPMORGAN CHASE & CO | 7.5M | $677.5M | -3.2% | 0.907% | 0.04% |
| 21 | Baird Financial Group, Inc. | 7.0M | $645.0M | +2.4% | 0.845% | 0.89% |
| 22 | UBS Group AG | 6.8M | $626.2M | +4.3% | 0.821% | 0.08% |
| 23 | JANE STREET GROUP, LLC | 6.7M | $621.1M | +192.0% | 0.814% | 0.05% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.7M | $613.5M | +3.8% | 0.804% | 0.08% |
| 25 | Jupiter Topco LLC | 6.3M | $579.8M | — | 0.760% | 0.24% |
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 ORLY — a direct measure of their conviction.
Filings activity in ORLY during Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,661 | +1.5% | 86.20% | +1.67 pp | $63.75B | +1.3% |
| Q1 2026 | 1,636 | 2.3% | 84.53% | +0.07 pp | $62.93B | +0.8% |
| Q4 2025 | 1,674 | +3.5% | 84.46% | +0.60 pp | $62.45B | 15% |
| Q3 2025 | 1,618 | +3.8% | 83.86% | 1.18 pp | $73.67B | +18% |
| Q2 2025 | 1,559 | +4.6% | 85.04% | +6.62 pp | $62.58B | 2.9% |
| Q1 2025 | 1,490 | +2.8% | 78.42% | 4.43 pp | $64.46B | +18% |
| Q4 2024 | 1,450 | +8.8% | 82.85% | +1.10 pp | $54.69B | +4.1% |
| Q3 2024 | 1,333 | — | 81.75% | — | $52.56B | — |
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 ORLY stock.
Based on Q2 2026 13F filings, institutional ownership of O'Reilly Automotive, Inc. stands at 86.2%, held across 1,661 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ORLY, with approximately 64,611,159 shares worth $5.95B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of ORLY, including CITADEL ADVISORS LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for ORLY is 69 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
136 institutions opened new positions in ORLY during Q2 2026, while 128 fully exited. 535 added to existing positions and 932 trimmed.
ORLY institutional ownership rose by 1.67 percentage points quarter-over-quarter, with a net change of +25 holders.
The top 10 institutions account for 40.4% of all reported 13F value in ORLY, and the top 25 account for 58.3%.
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.
O'Reilly Automotive, Inc. (ORLY) Institutional Ownership