O Reilly Automotive Inc (ORLY) shareholders
ORLYNasdaqRetail-Auto & Home Supply StoresFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 6, 2026Score 11/3041% above fair value
$92.19+0.63 (+0.69%)
Close on Nov 13, 2026Market cap $74.58BP/E 28.3Yield –
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 · 16 sales
Net sold $25.95M
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% | $846.45M | +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)
913 funds held ORLY in Q2 2026, 45% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 433,554 | 0.05% | Nov 6, 2026 |
| David E. Oreilly | EV CHAIRMAN OF THE BOARD, Director | 3,358,232 | 0.42% | Nov 5, 2026 |
| Jeremy Adam Fletcher | EVP & CFO | 41,338 | 0.01% | Nov 6, 2026 |
| Larry Dean Gray | SVP OF INVENTORY MANAGEMENT | 16,319 | 0.00% | Nov 5, 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 |
| 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 |
| 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 |
| Dana Perlman | Director | 17,580 | 0.00% | Nov 6, 2026 |
| Maria Sastre | Director | 13,770 | 0.00% | Nov 6, 2026 |
| Thomas Hendrickson | Director | 18,675 | 0.00% | Sep 1, 2026 |
| John Raymond Murphy | Director | 12,125 | 0.00% | May 20, 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 |
|---|---|---|---|---|---|---|
| Jeremy Adam Fletcher EVP & CFO | Nov 5, 2026 | Sale | −10,590 | $93.26 | $987.62K | 38,146 |
| Jeremy Adam Fletcher EVP & CFO | Nov 5, 2026 | Option exercise | +12,390 | $17.12 | $212.12K | 48,736 |
| Dana Perlman Director | Nov 5, 2026 | Gift | −275 | $91.49 | $25.16K | 16,080 |
| Gregory L. Henslee CHAIRMAN OF THE BOARD, Director | Nov 4, 2026 | Sale | −138,705 | $91.75 | $12.73M | 241,950 |
| Gregory L. Henslee CHAIRMAN OF THE BOARD, Director | Nov 4, 2026 | Option exercise | +138,705 | $17.12 | $2.37M | 380,655 |
| Maria Sastre Director | Nov 4, 2026 | Sale | −1,200 | $91.72 | $110.06K | 13,770 |
| Larry Dean Gray SVP OF INVENTORY MANAGEMENT | Nov 3, 2026 | Sale | −7,750 | $90.22 | $699.24K | 4,971 |
| Larry Dean Gray SVP OF INVENTORY MANAGEMENT | Nov 3, 2026 | Option exercise | +7,750 | $16.04 | $124.31K | 12,721 |
| 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 |
| David E. Oreilly EV CHAIRMAN OF THE BOARD, Director | Jan 1, 2026 | Gift | −56,484 | $91.21 | $5.15M | 3,153,954 |
| David E. Oreilly EV CHAIRMAN OF THE BOARD, Director | Dec 31, 2025 | Gift | −4,284 | $91.21 | $390.74K | 3,210,332 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.89%
23M shares short
Days to cover
3.8
At 6M shares a day
Change since last report
+4.5%
From 22M shares
Short volume, 20 days
39.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of O Reilly Automotive's stock actually held short. Settlement fails (shares not delivered on time) peaked at 6,600 shares on Oct 5, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jeremy Adam Fletcher Officer | Nov 5, 2026 | 10,590 | $987.62K | Nov 5, 2026 | Stock Option Exercise |
| Maria Sastre Director | Nov 4, 2026 | 1,200 | $110.06K | Nov 4, 2026 | Restricted Stock Vesting |
| Gregory L. Henslee Officer, Director | Nov 4, 2026 | 138,705 | $12.73M | Nov 4, 2026 | Stock Option Exercise |
| Larry Dean Gray Officer | Nov 3, 2026 | 7,750 | $699.24K | Nov 3, 2026 | Stock Option Exercise |
| Thomas Hendrickson 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 |
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