ORLY — O'REILLY AUTOMOTIVE INC - US
Public company
InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.
Sourced from SEC EDGAR public filings
Why are billionaires buying ORLY?
Built from public SEC filings and public economic data. Not a recommendation.
Why? — Evidence & Confidence ▾
Of 1 tracked investors who changed their ORLY position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 57/100 in a Contraction regime). 2 congressional purchases, 1 sale disclosed in the last 6 months.
- +1 tracked investor added or increased positions last quarter (Ray Dalio)
- +4 tracked investors reported holding ORLY at their latest filing
- +Macro Health is 57/100 in a Contraction regime — historically acceptable for this sectorsource
- +2 congressional purchases disclosed in the last 6 months
- −13F data is disclosed up to 45 days after quarter end — positions may have changed since
- · 13F disclosure lag (up to 45 days)
- · Tracked investors are a sample, not the whole market
- · Sector regime fit is a historical average, not a guarantee
Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/6/2026.
About O'REILLY AUTOMOTIVE INC - US (ORLY)
O'REILLY AUTOMOTIVE INC - US (ORLY) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $686M. Across recent filings, tracked investors recorded 3 new positions, 2 increased, 4 reduced, and 2 exited. All data sourced from SEC 13F filings.
Based on recent institutional activity in ORLY
How many top investors track ORLY
A small number of top investors own this.
ORLY Ownership Composition
How O'REILLY AUTOMOTIVE INC - US is held across tracked investor types, based on reported 13F positions.
- Multi-Strategy / Quant93.7%
- Macro6.3%
Tracked investors currently reporting ORLY
1 tracked investor has since exited this position — listed separately below.
- Ken GriffinJun 30, 2026Citadel AdvisorsShares7.5MValue$686.3M% Portfolio0.08%
- Izzy EnglanderJun 30, 2026Millennium ManagementShares3.4MValue$317.6M% Portfolio0.11%
- Paul Tudor JonesJun 30, 2026Tudor Investment CorpShares713.8KValue$65.7M% Portfolio0.09%
- Ray DalioJun 30, 2026Bridgewater AssociatesShares21KValue$1.9M% Portfolio0.01%
Previously held ORLY
These investors reported ORLY in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.
| Investor | Firm | Last reported shares | Value then | Last held |
|---|---|---|---|---|
| Steve Cohen | Point72 Asset Management | 780.4K | $84.1M | Sep 30, 2025 |
Recent activity
- Increased$28.7M(29.99%)Feb 14, 2024
- Reduced$19.7M(-42.22%)May 14, 2024
- Increased$18.9M(2.42%)Aug 14, 2024
- Reduced$17.1M(-17.17%)Nov 13, 2024
- Reduced$6.4M(-63.73%)Feb 13, 2025
- Sold$0(-100.00%)May 14, 2025
- New$1.9MAug 14, 2026
- Reduced$3.5M(-36.23%)Aug 14, 2024
- Sold$0(-100.00%)Nov 14, 2024
- New$21.1MNov 13, 2023
- $5.9MMay 15, 2024
Frequently asked questions
- How many institutional investors hold ORLY?
- 4 tracked institutional investors disclosed a position in ORLY (O'REILLY AUTOMOTIVE INC - US) in their most recent 13F filing.
- Who is the largest institutional holder of ORLY?
- Ken Griffin, Citadel Advisors, holds the largest disclosed position in ORLY, valued at $686M.
- Did institutional ownership of ORLY increase or decrease?
- Across recent 13F filings, tracked investors recorded 3 new positions, 2 increased, 4 reduced, and 2 fully exited ORLY.
- Where does this ORLY ownership data come from?
- SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.