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 Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.01 B.
Top institutional holders include Chuck Akre and Cliff Asness.
Notably, Chuck Akre has expressed high conviction in this stock, allocating 6.72% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $211.64 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 160.9%. Conversely, Chuck Akre reduced exposure by 22.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for O'Reilly Automotive, Inc. (ORLY)
Major holders include Chuck Akre ($612.91 M), Cliff Asness ($226.12 M), Ken Fisher ($57.11 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 11.19 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $211.64 M, with 6 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited ORLY. The total reported sell value was $305.12 M.
Yes, 1 managers opened new positions in ORLY, and 5 increased their existing holdings. The total reported buy value was $93.47 M.
