ORLYNasdaqRetail-Auto & Home Supply StoresFiscal year ends December 31
O REILLY AUTOMOTIVE INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$89.07−0.20 (-0.22%)
Close on Oct 19, 2026
- Market cap
- $73.83B
- P/E (TTM)
- 28.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
88.5%
716M of 809M shares
Institutional holders
1,660
156 new, 129 sold out
Net institutional buying
11M
In Q2 2026
Insider trades, 12 months
0 buys · 13 sales
Net sold $11.72M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 63,109,201 | 7.54% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 4,056,813 | 6.90% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ORLY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 64,611,159 | 7.99% | $5.95B | −596,817 | 0.09% |
| Vanguard Capital Management LLC | 54,153,543 | 6.69% | $4.99B | −588,517 | 0.11% |
| State Street Corp | 36,716,335 | 4.54% | $3.38B | −3,951 | 0.10% |
| Invesco Ltd. | 26,613,289 | 3.29% | $2.45B | +326,794 | 0.19% |
| Geode Capital Management, LLC | 24,183,471 | 2.99% | $2.23B | −398,314 | 0.12% |
| Vanguard Portfolio Management LLC | 15,823,209 | 1.96% | $1.46B | −853,067 | 0.07% |
| Morgan Stanley | 15,461,213 | 1.91% | $1.42B | +588,411 | 0.08% |
| Principal Financial Group Inc | 14,208,385 | 1.76% | $1.31B | −3,857,854 | 0.64% |
| FMR LLC | 13,912,750 | 1.72% | $1.28B | −4,467,372 | 0.06% |
| Norges Bank | 13,734,627 | 1.70% | $1.26B | New | 0.13% |
| Nuveen, LLC | 11,289,526 | 1.40% | $1.04B | −3,781,074 | 0.25% |
| Bank of New York Mellon Corp | 11,118,861 | 1.37% | $1.02B | −1,887,556 | 0.17% |
| Goldman Sachs Group Inc | 10,213,760 | 1.26% | $940.59M | +1,521,215 | 0.08% |
| UBS Asset Management Americas Inc | 9,329,667 | 1.15% | $859.17M | +141,915 | 0.16% |
| Price T Rowe Associates Inc /Md/ | 9,191,478 | 1.14% | $846.45K | +1,055,932 | 0.08% |
| Jennison Associates LLC | 9,057,929 | 1.12% | $834.14M | −195,800 | 0.50% |
| Arrowstreet Capital, Limited Partnership | 8,498,380 | 1.05% | $782.62M | +776,823 | 0.35% |
| Northern Trust Corp | 8,462,529 | 1.05% | $779.31M | −498,896 | 0.09% |
| Assenagon Asset Management S.A. | 8,378,402 | 1.04% | $771.57M | +5,344,298 | 0.48% |
| Bank Of America Corp /De/ | 7,837,408 | 0.97% | $721.75M | −1,443,636 | 0.05% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,660 | 716M | 88.5% | 156 / 565 | 691 / 129 | 69M | 58M |
| Q1 2026 | 1,657 | 709M | 87.7% | 122 / 609 | 673 / 157 | 135M | 74M |
| Q4 2025 | 1,720 | 732M | 90.5% | 214 / 629 | 617 / 136 | 78M | 55M |
| Q3 2025 | 1,676 | 711M | 87.9% | 179 / 621 | 612 / 87 | 43M | 59M |
| Q2 2025 | 1,607 | 728M | 90.0% | 172 / 596 | 583 / 96 | 55M | 55M |
| Q1 2025 | 1,551 | 729M | 90.1% | 176 / 539 | 576 / 117 | 50M | 47M |
| Q4 2024 | 1,517 | 735M | 90.8% | 214 / 514 | 517 / 59 | 47M | 83M |
| Q3 2024 | 1,391 | 774M | 95.7% | 111 / 449 | 560 / 96 | 109M | 45M |
| Q2 2024 | 1,393 | 772M | 95.4% | 123 / 523 | 484 / 100 | 57M | 100M |
| Q1 2024 | 1,385 | 818M | 100.0% | 159 / 461 | 533 / 89 | 85M | 39M |
| Q4 2023 | 1,331 | 783M | 96.8% | 178 / 440 | 489 / 70 | 80M | 49M |
| Q3 2023 | 1,241 | 754M | 93.2% | 101 / 433 | 459 / 81 | 37M | 45M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ORLY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 26,307,949 | 3.25% | $2.42B | 0.11% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 21,470,788 | 2.65% | $1.98B | 0.12% | Jun 30, 2026 |
| Invesco QQQ Trust, Series 1 | 17,591,289 | 2.17% | $1.62B | 0.33% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 11,399,643 | 1.41% | $1.05B | 0.12% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 10,773,922 | 1.33% | $936.04M | 0.11% | May 31, 2026 |
| Vanguard Growth Index Fund | 9,371,776 | 1.16% | $863.05M | 0.23% | Jun 30, 2026 |
| MidCap Fund | 8,697,097 | 1.08% | $777.09M | 3.36% | Jul 31, 2026 |
| Fidelity Magellan Fund | 4,690,917 | 0.58% | $431.99M | 1.14% | Jun 30, 2026 |
| State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | 4,658,747 | 0.58% | $429.02M | 1.90% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 4,499,030 | 0.56% | $414.32M | 0.12% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 3,720,449 | 0.46% | $342.62M | 0.24% | Jun 30, 2026 |
| Invesco NASDAQ 100 ETF | 3,562,663 | 0.44% | $309.52M | 0.32% | May 31, 2026 |
| College Retirement Equities Fund - Growth Account | 2,965,804 | 0.37% | $273.12M | 0.63% | Jun 30, 2026 |
| Fidelity SAI U.S. Quality Index Fund | 2,916,663 | 0.36% | $260.60M | 0.73% | Jul 31, 2026 |
| MFS Growth Fund | 2,490,665 | 0.31% | $216.39M | 0.52% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Gregory L. Henslee | CHAIRMAN OF THE BOARD, Director | 433,273 | 0.05% | May 18, 2026 |
| David E. Oreilly | EV CHAIRMAN OF THE BOARD, Director | 3,364,969 | 0.42% | Feb 2, 2026 |
| Christopher Andrew Mancini | SVP OF PROF SALES & STORE OPS | 4,826 | 0.00% | Aug 14, 2026 |
| Colin Yankee | EVP & CSCO | – | – | Jul 15, 2026 |
| Robert Allen Dumas | SVP OF EASTERN STORE OPS/SALES | 88,818 | 0.01% | May 22, 2026 |
| Philip M. Hopper | SVP OF REAL ESTATE & EXPANSION | 6,082 | 0.00% | May 11, 2026 |
| Brad W. Beckham | CEO | 42,268 | 0.01% | May 11, 2026 |
| Larry Dean Gray | SVP OF INVENTORY MANAGEMENT | 16,130 | 0.00% | Mar 17, 2026 |
| Najera Jose A. Montellano | SVP OF WESTERN STORE OPS/SALES | 38 | 0.00% | Mar 17, 2026 |
| Jason Lee Tarrant | EVP STORE OPS/SALES | 22,194 | 0.00% | Feb 2, 2026 |
| Carl David Wilbanks | SVP OF MERCHANDISE | 12,105 | 0.00% | Feb 2, 2026 |
| Jeremy Adam Fletcher | EVP & CFO | 39,134 | 0.00% | Feb 2, 2026 |
| Brent Gentry Kirby | PRESIDENT | 1,148 | 0.00% | Feb 2, 2026 |
| Mark Joseph Merz | SVP OF INTERNATIONAL | 7,260 | 0.00% | Feb 2, 2026 |
| Jeffery Thomas Loafman | SVP OF DISTRIBUTION OPERATIONS | 204 | 0.00% | Feb 2, 2026 |
| Tamara F. Conn | SVP OF LEGAL & GENERAL COUNSEL | 4,564 | 0.00% | Feb 2, 2026 |
| Scott Richard Ross | EVP & CIO | 2,398 | 0.00% | Feb 2, 2026 |
| Shari Lynne Reaves | SVP OF HR AND TRAINING | 38,459 | 0.00% | Feb 2, 2026 |
| Ramon Parises Odems | SVP NORTHEAST STORE OPS &SALES | 2,408 | 0.00% | Feb 2, 2026 |
| Justin Christopher Kale | SVP CENTRAL STORE OPS & SALES | 9,724 | 0.00% | Feb 2, 2026 |
| Charles Francis Rogers | FORMER SVP OF PRO SALES & OPS | 3,251 | 0.00% | Feb 18, 2025 |
| Thomas Hendrickson | Director | 18,675 | 0.00% | Sep 1, 2026 |
| Maria Sastre | Director | 14,970 | 0.00% | Aug 14, 2026 |
| John Raymond Murphy | Director | 12,125 | 0.00% | May 20, 2026 |
| Dana Perlman | Director | 17,855 | 0.00% | May 18, 2026 |
| Kimberly A. deBeers | Director | 4,000 | 0.00% | May 18, 2026 |
| Fred Alan Whitfield | Director | 14,605 | 0.00% | May 18, 2026 |
| Gregory D. Johnson | Director | 93,948 | 0.01% | May 18, 2026 |
| Lawrence P. Oreilly | Director | 159,115 | 0.02% | Feb 28, 2025 |
| Andrea Weiss | Director | 452 | 0.00% | Feb 26, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Thomas Hendrickson Director | Aug 28, 2026 | Sale | −1,000 | $87.83 | $87.83K | 18,675 |
| Christopher Andrew Mancini SVP OF PROF SALES & STORE OPS | Aug 12, 2026 | Option exercise | +3,000 | $16.71 | $50.13K | 3,189 |
| Christopher Andrew Mancini SVP OF PROF SALES & STORE OPS | Aug 12, 2026 | Sale | −3,000 | $93.00 | $279.00K | 189 |
| Maria Sastre Director | Aug 12, 2026 | Sale | −2,000 | $91.85 | $183.70K | 14,970 |
| Thomas Hendrickson Director | May 29, 2026 | Sale | −1,200 | $88.32 | $105.98K | 19,675 |
| Robert Allen Dumas SVP OF EASTERN STORE OPS/SALES | May 20, 2026 | Option exercise | +75,000 | $17.98 | $1.35M | 86,382 |
| Robert Allen Dumas SVP OF EASTERN STORE OPS/SALES | May 20, 2026 | Option exercise | +9,600 | $17.12 | $164.35K | 11,382 |
| Robert Allen Dumas SVP OF EASTERN STORE OPS/SALES | May 20, 2026 | Sale | −84,600 | $92.60 | $7.83M | 1,782 |
| John Raymond Murphy Director | May 18, 2026 | Sale | −2,595 | $88.67 | $230.10K | 4,000 |
| Thomas Hendrickson Director | May 15, 2026 | Award | +2,035 | $88.49 | $180.08K | 20,875 |
| Dana Perlman Director | May 15, 2026 | Award | +2,035 | $88.49 | $180.08K | 16,355 |
| Kimberly A. deBeers Director | May 15, 2026 | Award | +2,035 | $88.49 | $180.08K | 4,000 |
| John Raymond Murphy Director | May 15, 2026 | Award | +2,035 | $88.49 | $180.08K | 6,595 |
| Maria Sastre Director | May 15, 2026 | Award | +2,035 | $88.49 | $180.08K | 16,970 |
| Fred Alan Whitfield Director | May 15, 2026 | Award | +2,035 | $88.49 | $180.08K | 14,605 |
| Gregory D. Johnson Director | May 15, 2026 | Award | +2,035 | $88.49 | $180.08K | 79,248 |
| Brad W. Beckham CEO | May 8, 2026 | Option exercise | +13,635 | $17.12 | $233.43K | 25,885 |
| Brad W. Beckham CEO | May 8, 2026 | Sale | −13,635 | $95.00 | $1.30M | 12,250 |
| Philip M. Hopper SVP OF REAL ESTATE & EXPANSION | May 7, 2026 | Sale | −3,700 | $94.60 | $350.02K | 4,888 |
| Philip M. Hopper SVP OF REAL ESTATE & EXPANSION | May 7, 2026 | Option exercise | +3,700 | $17.98 | $66.53K | 8,588 |
| Maria Sastre Director | Feb 27, 2026 | Sale | −1,000 | $92.68 | $92.68K | 14,935 |
| Gregory L. Henslee CHAIRMAN OF THE BOARD, Director | Jan 30, 2026 | Tax withholding | −1,461 | $98.41 | $143.78K | 241,485 |
| David E. Oreilly EV CHAIRMAN OF THE BOARD, Director | Jan 30, 2026 | Tax withholding | −1,280 | $98.41 | $125.96K | 150,353 |
| Gregory L. Henslee CHAIRMAN OF THE BOARD, Director | Jan 29, 2026 | Award | +4,305 | $98.85 | $425.55K | 242,946 |
| David E. Oreilly EV CHAIRMAN OF THE BOARD, Director | Jan 29, 2026 | Award | +3,733 | $98.85 | $369.01K | 151,633 |
| Philip M. Hopper SVP OF REAL ESTATE & EXPANSION | Nov 26, 2025 | Option exercise | +3,500 | $17.98 | $62.93K | 8,292 |
| Philip M. Hopper SVP OF REAL ESTATE & EXPANSION | Nov 26, 2025 | Sale | −3,500 | $101.25 | $354.38K | 4,792 |
| Christopher Andrew Mancini SVP OF STORE OPERATIONS | Nov 26, 2025 | Sale | −2,355 | $101.31 | $238.59K | 28 |
| Christopher Andrew Mancini SVP OF STORE OPERATIONS | Nov 26, 2025 | Option exercise | +2,355 | $16.71 | $39.35K | 2,383 |
| Dana Perlman Director | Nov 24, 2025 | Gift | −1,000 | $99.00 | $99.00K | 14,320 |
| David E. Oreilly EV CHAIRMAN OF THE BOARD, Director | Nov 21, 2025 | Gift | −7,070 | $100.43 | $710.04K | 147,900 |
| Jeremy Adam Fletcher EVP & CFO | Nov 18, 2025 | Sale | −3,795 | $100.00 | $379.50K | 35,876 |
| Jeremy Adam Fletcher EVP & CFO | Nov 18, 2025 | Option exercise | +3,795 | $18.15 | $68.88K | 39,671 |
| John Raymond Murphy Director | Nov 4, 2025 | Sale | −3,125 | $92.60 | $289.38K | 8,125 |
| Maria Sastre Director | Aug 13, 2025 | Sale | −595 | $102.32 | $60.88K | 15,935 |
| Carl David Wilbanks SVP OF MERCHANDISE | Aug 13, 2025 | Option exercise | +75,000 | $18.15 | $1.36M | 98,790 |
| Carl David Wilbanks SVP OF MERCHANDISE | Aug 13, 2025 | Sale | −88,485 | $102.54 | $9.07M | 10,305 |
| Carl David Wilbanks SVP OF MERCHANDISE | Aug 13, 2025 | Option exercise | +13,485 | $17.09 | $230.46K | 23,790 |
| Shari Lynne Reaves SVP OF HR AND TRAINING | Aug 6, 2025 | Sale | −2,000 | $103.81 | $207.62K | 12,826 |
| Dana Perlman Director | Jul 30, 2025 | Gift | −1,000 | $99.38 | $99.38K | 15,320 |
| Mark Joseph Merz SVP OF INTERNATIONAL | Jul 29, 2025 | Sale | −29,505 | $98.25 | $2.90M | 4,234 |
| Mark Joseph Merz SVP OF INTERNATIONAL | Jul 29, 2025 | Sale | −5,050 | $99.07 | $500.30K | 2,876 |
| Mark Joseph Merz SVP OF INTERNATIONAL | Jul 29, 2025 | Option exercise | +29,505 | $18.11 | $534.34K | 33,739 |
| Ramon Parises Odems SVP NORTHEAST STORE OPS &SALES | May 30, 2025 | Sale | −2,000 | $1360.45 | $2.72M | 16 |
| Ramon Parises Odems SVP NORTHEAST STORE OPS &SALES | May 30, 2025 | Option exercise | +2,000 | $247.38 | $494.76K | 2,016 |
| Gregory L. Henslee CHAIRMAN OF THE BOARD, Director | May 30, 2025 | Gift | −4,905 | $1367.50 | $6.71M | 15,402 |
| Najera Jose A. Montellano SVP OF WESTERN STORE OPS/SALES | May 29, 2025 | Sale | −19 | $1351.91 | $25.69K | 0 |
| John Raymond Murphy Director | May 19, 2025 | Sale | −200 | $1379.00 | $275.80K | 304 |
| John Raymond Murphy Director | May 16, 2025 | Award | +131 | $1381.66 | $181.00K | 504 |
| Dana Perlman Director | May 16, 2025 | Award | +131 | $1381.66 | $181.00K | 1,088 |
| Maria Sastre Director | May 16, 2025 | Award | +131 | $1381.66 | $181.00K | 1,102 |
| Gregory D. Johnson Director | May 16, 2025 | Award | +131 | $1381.66 | $181.00K | 5,147 |
| Fred Alan Whitfield Director | May 16, 2025 | Award | +131 | $1381.66 | $181.00K | 838 |
| Thomas Hendrickson Director | May 16, 2025 | Award | +131 | $1381.66 | $181.00K | 1,256 |
| Shari Lynne Reaves SVP OF HR AND TRAINING | Feb 27, 2025 | Sale | −86 | $1344.31 | $115.61K | 984 |
| Shari Lynne Reaves SVP OF HR AND TRAINING | Feb 27, 2025 | Option exercise | +86 | $269.63 | $23.19K | 1,070 |
| Christopher Andrew Mancini SVP OF STORE OPERATIONS | Feb 27, 2025 | Option exercise | +1,557 | $269.63 | $419.81K | 1,557 |
| Christopher Andrew Mancini SVP OF STORE OPERATIONS | Feb 27, 2025 | Sale | −1,557 | $1354.01 | $2.11M | 0 |
| Lawrence P. Oreilly Director | Feb 26, 2025 | Gift | −375 | $1330.42 | $498.91K | 25,738 |
| Tamara F. Conn SVP OF LEGAL & GENERAL COUNSEL | Feb 26, 2025 | Option exercise | +150 | $250.51 | $37.58K | 1,805 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| T. Hendrickson Thomas Director | Aug 28, 2026 | 1,000 | $87.83K | Aug 28, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Christopher Andrew Mancini Officer | Aug 12, 2026 | 3,000 | $279.00K | Aug 12, 2026 | Stock Option Exercise |
| Maria Sastre Director | Aug 12, 2026 | 2,000 | $183.71K | Aug 12, 2026 | Restricted Stock Vesting |
| Thomas Hendrickson Director | May 29, 2026 | 1,200 | $105.98K | May 29, 2026 | Restricted Stock Vesting |
| Robert Allen Dumas Officer | May 20, 2026 | 84,600 | $7.83M | May 20, 2026 | Option Granted - 02/02/2017 |
| John Raymond Murphy Director | May 18, 2026 | 2,595 | $230.10K | May 18, 2026 | Restricted Stock Vesting |
| Brad W. Beckham Officer | May 8, 2026 | 13,635 | $1.30M | May 8, 2026 | Option Granted - 02/02/2017 |
| Philip M. Hopper Officer | May 7, 2026 | 3,700 | $350.04K | May 7, 2026 | Option Granted - 03/10/2017 |
| Maria Sastre Director | Feb 27, 2026 | 1,000 | $92.68K | Feb 27, 2026 | Restricted Stock Vesting |
| Philip M. Hopper Officer | Nov 26, 2025 | 3,500 | $354.36K | Nov 26, 2025 | Option Granted 03/10/2017 |
| Christopher Andrew Mancini Officer | Nov 26, 2025 | 2,355 | $238.59K | Nov 26, 2025 | Options Granted - 03/09/2018 |
| Jeremy Adam Fletcher Officer | Nov 18, 2025 | 3,795 | $379.50K | Nov 18, 2025 | Option Granted - 03/11/2016 |
| John Raymond Murphy Director | Nov 4, 2025 | 3,125 | $289.28K | Nov 4, 2025 | Open Market |
| Maria Sastre Director | Aug 13, 2025 | 595 | $60.88K | Aug 13, 2025 | Restricted Stock Vesting |
| Carl David Wilbanks Officer | Aug 13, 2025 | 88,485 | $9.07M | Aug 13, 2025 | Option Granted 01/28/2016 |