Old Dominion Freight Line, Inc.

ODFL Industrials
$157.46 $-2.03 (-1.27%)
Market Cap: $32.92 B
Gurus Holding
10
Popularity Rank
#446
% of Shares Held
0.60%
Net Activity (Q3 2025)
+$62.78 M

Guru Ownership Over Time

Guru Analysis for Old Dominion Freight Line, Inc. (ODFL)

Old Dominion Freight Line, Inc. (ODFL), a key player in the Industrials sector, continues to attract institutional attention.

As of Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $197.38 M.

Top institutional holders include Tom Gayner and Renaissance Technologies.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $62.78 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies who opened a new position. Conversely, Cliff Asness reduced exposure by 23.0%.

Portfolio Manager % of portfolio Activity Shares Value Peroid
0.41% Add 4.8% 358,750 $50.5 M Q3 2025
0.06% New Buy 349,582 $49.21 M Q3 2025
1.59% 208,500 $29.35 M Q3 2025
0.01% Reduce -23.0% 103,877 $14.5 M Q3 2025
2.28% Add 3.8% 88,547 $12.47 M Q3 2025
0.04% Add 90.0% 59,510 $8.38 M Q3 2025
0.01% New Buy 55,020 $7.75 M Q3 2025
0.01% New Buy 16,954 $2.39 M Q3 2025
0.01% New Buy 7,557 $1.06 M Q3 2025
0.02% 5,255 $739,799 Q3 2025

Key Holders

Top 5 by Value

$50.5 M
$29.35 M
$14.5 M
$12.47 M

Top 5 by Conviction

Recent Activity Breakdown(Q3 2025)

+$67.13 M
Total Buy Value
New Buys: 4
Additions: 3
-$4.34 M
Total Sell Value
Reductions: 1
Sold Out: 0

Guru Consensus (Q3 2025)

Based on recent guru activity
Net Sellers
1
Net Buyers
7

FAQs for Old Dominion Freight Line, Inc. (ODFL)

Top Guru holders include Tom Gayner ($50.5 M), Renaissance Technologies ($49.21 M), Wallace Weitz ($29.35 M). Collectively, tracked Gurus hold 1.25 M shares.

Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $62.78 M, with 7 Gurus buying and 1 Gurus selling.

In the recent quarter, 1 Gurus reduced their positions, and 0 Gurus sold out of ODFL completely. Total sell value was $4.34 M.

Yes, 4 Gurus opened new positions in ODFL, and 3 added to their existing holdings. Total buy value was $67.13 M.