Guru Ownership Trend
Guru Analysis for O'Reilly Automotive, Inc. (ORLY)
O'Reilly Automotive, Inc. (ORLY), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $943.95 M.
Top institutional holders include Chuck Akre and Steven Cohen.
Notably, Chuck Akre has expressed high conviction in this stock, allocating 5.85% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $75.77 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 128.0%. Conversely, Jefferies Group reduced exposure by 69.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for O'Reilly Automotive, Inc. (ORLY)
Major holders include Chuck Akre ($358.7 M), Steven Cohen ($197.85 M), Cliff Asness ($194.13 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 10.37 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $75.77 M, with 4 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited ORLY. The total reported sell value was $320.3 M.
Yes, 2 managers opened new positions in ORLY, and 2 increased their existing holdings. The total reported buy value was $244.53 M.
