Who owns ORLY (ORLY)
Which tracked institutional funds hold ORLY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ORLY 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
335 tracked funds added or opened ORLY while 350 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
ORLY’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 ORLY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ORLY 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 1641 tracked filers holding ORLY, 722 increased or opened the position and 863 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 ORLY 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$5.1B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B
- VANGUARD FIDUCIARY TRUST CO$448M
- CIBC Bancorp USA Inc.$174M
- Vanguard Global Advisers, LLC$171M
- Alyeska Investment Group, L.P.$142M
Full exits 83
- VANGUARD GROUP INC$7.3B
- Alphinity Investment Management Pty Ltd$325M
- CIBC Private Wealth Group LLC$158M
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$119M
- CCLA Investment Management$106M
- SCOPUS ASSET MANAGEMENT, L.P.$45M
Largest adds
- Invesco Ltd.$712M
- Nuveen, LLC$356M
- D. E. Shaw & Co., Inc.$317M
- Winslow Capital Management, LLC$271M
- TWO SIGMA INVESTMENTS, LP$247M
- Point72 Asset Management, L.P.$198M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$574M
- BlackRock, Inc.$400M
- PRINCIPAL FINANCIAL GROUP INC$305M
- FMR LLC$273M
- AKRE CAPITAL MANAGEMENT LLC$254M
- JENNISON ASSOCIATES LLC$238M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 58,712,144 | $5.4B | 8.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 54,742,060 | $5.1B | 8.3% | 2026-Q1 |
| STATE STREET CORP trimmed | 36,720,286 | $3.4B | 5.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 24,581,785 | $2.3B | 3.7% | 2026-Q1 |
| FMR LLC trimmed | 18,380,122 | $1.7B | 2.8% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 18,066,239 | $1.7B | 2.7% | 2026-Q1 |
| Invesco Ltd. added | 17,597,875 | $1.6B | 2.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 16,676,276 | $1.5B | 2.5% | 2026-Q1 |
| Nuveen, LLC added | 15,070,600 | $1.4B | 2.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 14,872,802 | $1.4B | 2.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 13,006,417 | $1.2B | 2.0% | 2026-Q1 |
| NORGES BANK trimmed | 709,626 | $1.0B | 1.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 9,281,044 | $857M | 1.4% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 9,253,729 | $854M | 1.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 9,187,752 | $848M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 8,961,425 | $827M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 8,692,545 | $802M | 1.3% | 2026-Q1 |
| Amundi added | 8,497,984 | $784M | 1.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 8,361,693 | $772M | 1.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 8,135,546 | $751M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 7,762,998 | $715M | 1.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 7,721,557 | $713M | 1.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 7,269,299 | $682M | 1.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 6,841,844 | $632M | 1.0% | 2026-Q1 |
| UBS Group AG added | 6,507,410 | $601M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 6,416,260 | $592M | 1.0% | 2026-Q1 |
| Legal & General Group Plc added | 5,483,793 | $506M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 5,125,882 | $473M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 4,851,312 | $448M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 4,847,806 | $448M | 0.7% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 4,631,035 | $427M | 0.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 4,444,693 | $410M | 0.7% | 2026-Q1 |
| AKRE CAPITAL MANAGEMENT LLC trimmed | 3,885,813 | $359M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,711,699 | $343M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,651,679 | $337M | 0.6% | 2026-Q1 |
| MARSHFIELD ASSOCIATES trimmed | 3,513,674 | $324M | 0.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 3,165,002 | $292M | 0.5% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 3,062,102 | $283M | 0.5% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 3,034,104 | $280M | 0.5% | 2026-Q1 |
| Winslow Capital Management, LLC added | 2,951,148 | $272M | 0.4% | 2026-Q1 |
| BARCLAYS PLC trimmed | 2,946,688 | $272M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 2,851,180 | $263M | 0.4% | 2026-Q1 |
| Welch & Forbes LLC trimmed | 2,832,170 | $261M | 0.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,808,267 | $259M | 0.4% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 2,773,581 | $256M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 2,745,542 | $253M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 2,477,200 | $229M | 0.4% | 2026-Q1 |
| Capital World Investors added | 2,475,711 | $229M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 2,442,944 | $226M | 0.4% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 2,367,622 | $219M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 2,299,145 | $212M | 0.3% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. trimmed | 2,268,003 | $209M | 0.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,240,651 | $207M | 0.3% | 2026-Q1 |
| National Pension Service added | 2,235,414 | $206M | 0.3% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 2,210,034 | $204M | 0.3% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 2,205,859 | $204M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 2,180,376 | $201M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 2,143,297 | $198M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,135,173 | $197M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,127,318 | $196M | 0.3% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 2,107,746 | $195M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 2,096,247 | $194M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,034,134 | $188M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 2,033,362 | $188M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,974,366 | $182M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 1,894,717 | $175M | 0.3% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 1,881,940 | $174M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,847,128 | $171M | 0.3% | 2026-Q1 |
| TD Asset Management Inc trimmed | 1,842,997 | $170M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 1,816,772 | $168M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,764,355 | $163M | 0.3% | 2026-Q1 |
| ABN AMRO Bank N.V. added | 1,741,322 | $162M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 1,724,114 | $159M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,686,282 | $156M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 1,669,653 | $154M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 1,646,867 | $152M | 0.2% | 2026-Q1 |
| Rathbones Group PLC added | 1,623,190 | $150M | 0.2% | 2026-Q1 |
| Simmons Bank added | 1,550,021 | $143M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 1,552,243 | $143M | 0.2% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 1,534,998 | $142M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 1,527,846 | $141M | 0.2% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 1,524,657 | $141M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 1,516,381 | $140M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 1,489,555 | $138M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,467,921 | $136M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,355,508 | $125M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 1,352,437 | $125M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,287,318 | $119M | 0.2% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 1,287,220 | $119M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,299,787 | $119M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 1,281,270 | $118M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,307,988 | $118M | 0.2% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. trimmed | 1,271,426 | $117M | 0.2% | 2026-Q1 |
| TCW GROUP INC trimmed | 1,263,314 | $117M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC added | 79,729,993 | $7.3B | 11.9% | 2025-Q4 stale |
| Alphinity Investment Management Pty Ltd trimmed | 3,562,580 | $325M | 0.5% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 1,733,821 | $158M | 0.3% | 2025-Q4 stale |
| SAMLYN CAPITAL, LLC added | 1,324,426 | $143M | 0.2% | 2025-Q3 stale |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 1,309,361 | $119M | 0.2% | 2025-Q4 stale |
| Zurich Insurance Group Ltd/FI added | 82,628 | $118M | 0.2% | 2025-Q1 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.