Who owns ODFL (ODFL)
Which tracked institutional funds hold ODFL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ODFL company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ODFL is one-sided between 2025-Q4 and 2026-Q1: 376 added or opened and 119 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ODFL’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes ODFL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ODFL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 954 tracked filers holding ODFL, 526 increased or opened the position and 430 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ODFL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 51
- VANGUARD CAPITAL MANAGEMENT LLC$2.4B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B
- CIBC Bancorp USA Inc.$628M
- VANGUARD FIDUCIARY TRUST CO$203M
- Capital Research Global Investors$105M
- Vanguard Global Advisers, LLC$79M
Full exits 55
- VANGUARD GROUP INC$3.6B
- CIBC Private Wealth Group LLC$683M
- Capital World Investors$372M
- TWO SIGMA ADVISERS, LP$159M
- Bristol Gate Capital Partners Inc.$86M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$71M
Largest adds
- FMR LLC$1.2B
- Invesco Ltd.$390M
- T. Rowe Price Investment Management, Inc.$319M
- PARNASSUS INVESTMENTS, LLC$317M
- STATE STREET CORP$316M
- FRANKLIN RESOURCES INC$310M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$137M
- UBS Group AG$86M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$62M
- NORGES BANK$58M
- WELLINGTON MANAGEMENT GROUP LLP$57M
- MARSHALL WACE, LLP$49M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 12,325,883 | $2.4B | 7.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 12,081,682 | $2.4B | 7.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 11,997,282 | $2.3B | 7.0% | 2026-Q1 |
| FMR LLC added | 11,713,958 | $2.3B | 6.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 8,672,600 | $1.7B | 5.0% | 2026-Q1 |
| STATE STREET CORP added | 7,834,137 | $1.5B | 4.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,099,400 | $993M | 3.0% | 2026-Q1 |
| Invesco Ltd. added | 4,374,399 | $855M | 2.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 4,246,603 | $830M | 2.5% | 2026-Q1 |
| Boston Partners trimmed | 3,991,336 | $780M | 2.3% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 3,578,790 | $699M | 2.1% | 2026-Q1 |
| MORGAN STANLEY added | 3,331,255 | $651M | 1.9% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 3,214,659 | $628M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 3,059,169 | $598M | 1.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 3,048,675 | $596M | 1.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,717,134 | $516M | 1.5% | 2026-Q1 |
| NORGES BANK trimmed | 2,339,123 | $387M | 1.2% | 2026-Q1 |
| PARNASSUS INVESTMENTS, LLC added | 1,928,810 | $377M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,725,404 | $337M | 1.0% | 2026-Q1 |
| Clearbridge Investments, LLC added | 1,429,160 | $279M | 0.8% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,303,289 | $255M | 0.8% | 2026-Q1 |
| Legal & General Group Plc added | 1,265,285 | $247M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,212,815 | $237M | 0.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,104,713 | $216M | 0.6% | 2026-Q1 |
| Life Cycle Investment Partners Ltd trimmed | 1,103,161 | $216M | 0.6% | 2026-Q1 |
| TD Asset Management Inc trimmed | 1,050,781 | $205M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,039,909 | $203M | 0.6% | 2026-Q1 |
| CITIGROUP INC trimmed | 984,575 | $192M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 971,536 | $190M | 0.6% | 2026-Q1 |
| LONDON CO OF VIRGINIA trimmed | 964,653 | $188M | 0.6% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 944,294 | $185M | 0.5% | 2026-Q1 |
| California Public Employees Retirement System added | 864,078 | $169M | 0.5% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 835,025 | $163M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 770,853 | $151M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 671,156 | $131M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 665,078 | $130M | 0.4% | 2026-Q1 |
| Amundi trimmed | 662,403 | $129M | 0.4% | 2026-Q1 |
| BRIDGES INVESTMENT MANAGEMENT INC trimmed | 642,375 | $126M | 0.4% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 602,462 | $118M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 601,586 | $118M | 0.3% | 2026-Q1 |
| EVENTIDE ASSET MANAGEMENT, LLC trimmed | 591,691 | $115M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 581,531 | $114M | 0.3% | 2026-Q1 |
| Epoch Investment Partners, Inc. trimmed | 578,532 | $113M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 567,041 | $111M | 0.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 558,534 | $109M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 579,333 | $109M | 0.3% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 556,226 | $109M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 555,213 | $108M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 552,300 | $108M | 0.3% | 2026-Q1 |
| Capital Research Global Investors added | 537,287 | $105M | 0.3% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 527,791 | $103M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 522,071 | $102M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 482,914 | $94M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 469,182 | $92M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 448,777 | $88M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 442,916 | $87M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 438,635 | $86M | 0.3% | 2026-Q1 |
| Markel Group Inc. added | 429,150 | $84M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 420,505 | $82M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 414,230 | $81M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 402,306 | $79M | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 394,718 | $77M | 0.2% | 2026-Q1 |
| Quantum Capital Management, LLC / NJ trimmed | 375,972 | $73M | 0.2% | 2026-Q1 |
| Canal Capital Management, LLC trimmed | 374,203 | $73M | 0.2% | 2026-Q1 |
| Employees Retirement System of Texas added | 366,686 | $72M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 353,692 | $69M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 351,613 | $69M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 333,035 | $65M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 330,576 | $65M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 327,909 | $64M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 321,366 | $63M | 0.2% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 311,817 | $61M | 0.2% | 2026-Q1 |
| Encompass Capital Advisors LLC new | 310,061 | $61M | 0.2% | 2026-Q1 |
| National Pension Service added | 303,962 | $59M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 302,558 | $59M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 298,080 | $58M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 298,844 | $57M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 291,585 | $57M | 0.2% | 2026-Q1 |
| Jain Global LLC added | 284,560 | $56M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 277,007 | $54M | 0.2% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 274,718 | $54M | 0.2% | 2026-Q1 |
| Fisher Funds Management LTD trimmed | 274,549 | $54M | 0.2% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new | 264,092 | $52M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 248,492 | $49M | 0.1% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 247,014 | $48M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 245,403 | $48M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 239,593 | $47M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 233,227 | $46M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 226,314 | $44M | 0.1% | 2026-Q1 |
| SUMMITRY LLC added | 223,576 | $44M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 217,256 | $42M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 22,762,730 | $3.6B | 10.6% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 4,355,518 | $683M | 2.0% | 2025-Q4 stale |
| Capital World Investors added | 2,375,101 | $372M | 1.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 1,016,900 | $159M | 0.5% | 2025-Q4 stale |
| Bristol Gate Capital Partners Inc. added | 549,239 | $86M | 0.3% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 451,948 | $71M | 0.2% | 2025-Q4 stale |
| Zurich Insurance Group Ltd/FI added | 410,936 | $64M | 0.2% | 2025-Q4 stale |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 337,792 | $53M | 0.2% | 2025-Q4 stale |
| MENORA MIVTACHIM HOLDINGS LTD. | 300,000 | $42M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.