Follow-The-Filings

Security

ORLY

Oreilly Automotive Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

19 owners 2 new max 5.9% (Chuck Akre - Akre Capital...)

grid → activity →
owners 19
rank #259
master % 0.07%
max % 5.9%
tracked value $10.8B
qoq N 2 A 7 R 8

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Chuck Akre - Akre Capital Management LLC 2026 Q1 5.9% Reduce -0.87 pp 3,885,813 $359M hist
David Rolfe - Wedgewood Partners Inc. 2026 Q1 3.4% Reduce +0.19 pp 178,397 $16M hist
Torray Investment Partners LLC 2026 Q2 stale 0.8% Reduce -0.09 pp 60,821 $6M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.3% Add +0.13 pp 2,808,267 $259M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.3% Add +0.20 pp 4,444,693 $410M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.3% New 0.3% 2,143,297 $198M hist
Natixis Advisors, LLC 2026 Q1 0.2% Reduce -0.05 pp 1,646,867 $152M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.12 pp 12,436,262 $1.1B hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add -0.02 pp 79,730,143 $7.3B hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.07 pp 2,442,944 $226M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -0.03 pp 2,103,025 $194M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.02 pp 851,688 $79M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Reduce +0.01 pp 4,851,312 $448M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.02 pp 248,251 $23M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce 0.00 pp 68,353 $6M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 174,759 $16M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce -0.01 pp 449,380 $41M hist
First Pacific Advisors, LP 2026 Q1 0.0% New 0.0% 8,355 $771 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 5,599 $517 hist

19 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.71B $16.71B $17.78B
Gross profit $1.89B $8.55B $9.17B
Gross margin * 51.0% 51.2% 51.6%
Net income $516.88M $2.39B $2.54B
Net margin * 13.9% 14.3% 14.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $5.56B $5.84B $6.74B
Total non-current assets * $8.31B $9.05B $9.79B
Total assets $13.87B $14.89B $16.54B
Total current liabilities $7.66B $8.28B $8.78B
Total non-current liabilities — — —
Total equity -$1.74B -$1.37B -$763.35M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $3.03B $3.05B $2.76B
Cash from investing -$995.94M -$1.17B -$1.15B
Cash from financing -$1.87B -$2.03B -$1.55B
Net change in cash $170.55M -$148.89M $63.55M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders