Guru Ownership Over Time
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 Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.27 B.
Top institutional holders include Chuck Akre and Cliff Asness.
Notably, Chuck Akre has expressed high conviction in this stock, allocating 9.26% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $44.97 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 60.2%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 9.26% | Reduce -8.5% | 8,612,428 | $928.51 M | Q3 2025 | |
| 0.12% | Add 19.5% | 1,782,869 | $192.16 M | Q3 2025 | |
| 0.14% | New Buy | 780,417 | $84.14 M | Q3 2025 | |
| 0.03% | Reduce -2.7% | 655,988 | $70.72 M | Q3 2025 | |
| 0.65% | Reduce -2.4% | 622,187 | $67.08 M | Q3 2025 | |
| 0.05% | New Buy | 365,210 | $39.37 M | Q3 2025 | |
| 3.77% | Add 3.5% | 191,668 | $20.66 M | Q3 2025 | |
| 0.03% | Reduce -60.2% | 149,893 | $16.16 M | Q3 2025 | |
| 0.04% | Add 54.3% | 77,420 | $8.35 M | Q3 2025 | |
| 0.01% | New Buy | 32,518 | $3.51 M | Q3 2025 | |
| 0.03% | Reduce -58.8% | 23,101 | $2.49 M | Q3 2025 | |
| 0.01% | New Buy | 5,675 | $611,822 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for O'Reilly Automotive, Inc. (ORLY)
Top Guru holders include Chuck Akre ($928.51 M), Cliff Asness ($192.16 M), Steven Cohen ($84.14 M). Collectively, tracked Gurus hold 13.3 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $44.97 M, with 7 Gurus buying and 5 Gurus selling.
In the recent quarter, 5 Gurus reduced their positions, and 0 Gurus sold out of ORLY completely. Total sell value was $117.62 M.
Yes, 4 Gurus opened new positions in ORLY, and 3 added to their existing holdings. Total buy value was $162.6 M.