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 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $876.55 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 Slightly Bearish. This is evidenced by a $14.13 M net outflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 69.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for O'Reilly Automotive, Inc. (ORLY)
Major holders include Chuck Akre ($358.7 M), Steven Cohen ($193.62 M), Cliff Asness ($136.14 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 10.21 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $14.13 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 $73.91 M.
Yes, 2 managers opened new positions in ORLY, and 2 increased their existing holdings. The total reported buy value was $59.78 M.
