Net institutional value dropped $966M in Q1 2026, with 705 net buyers vs 818 net sellers, and the only insider trade in 90 days was a $92,680 sale, with zero buys.

Confirmation

Further insider selling or continued institutional outflows would confirm the bearish outlook.

Invalidation Risk

A shift to insider buying or institutional accumulation would invalidate the bearish verdict.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice and should not be used as the basis for any buy or sell decision.

Insider Trading (Form 4)

90d confidence

unique buyers

—

buy value

data as of 2026-07-16

12-Month Buy/Sell Activity

Feb 25

Aug 25

BuySell

操作	內部人	職稱	交易日	金額
賣出	SASTRE MARIA	Director	2026-02-27	$93K
賣出	MANCINI CHRISTOPHER ANDREW	SVP OF STORE OPERATIONS	2025-11-26	$239K
賣出	HOPPER PHILIP M	SVP OF REAL ESTATE & EXPANSION	2025-11-26	$354K
賣出	FLETCHER JEREMY ADAM	EVP & CFO	2025-11-18	$380K
賣出	MURPHY JOHN RAYMOND	Director	2025-11-04	$289K
賣出	SASTRE MARIA	Director	2025-08-13	$61K
賣出	WILBANKS CARL DAVID	SVP OF MERCHANDISE	2025-08-13	$9.07M
賣出	REAVES SHARI LYNNE	SVP OF HR AND TRAINING	2025-08-06	$208K

View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-10

2026-07-10

O'Reilly Automotive has appointed Colin Yankee as Executive Vice President and Chief Supply Chain Officer, effective July 13, 2026. Yankee brings over 20 years of retail supply chain experience from Tractor Supply Company, Neiman Marcus, and Target. His compensation includes a $700,000 base salary, a performance bonus target of 85% of base, and stock option awards including a one-time grant valued at $500,000. The appointment is part of a routine executive change disclosure.

View Full Filing (SEC EDGAR)

2026-07-01

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding O'REILLY AUTOMOTIVE INC (ORLY)?

Major stakeholders currently include BlackRock, Inc. ($6.0B), Vanguard Capital Management LLC ($5.1B), State Street CORP ($3.4B). Based on the latest 13F filings, there are a total of 1635 tracked investment funds and institutions maintaining positions in ORLY.

What is the overall institutional sentiment toward ORLY recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $966.3M, driven by 705 managers accumulating shares while 818 reduced their exposure.

Which institutions have been selling or reducing their ORLY positions?

In the latest period, 661 funds trimmed their holdings, and 157 managers completely exited their positions. The aggregate reported sell value was $34.7B.

Are there any notable investors adding ORLY to their portfolios?

Yes, buying activity remains notable. 103 institutions opened new positions in {ticker}, and 602 existing holders added to their shares. The total reported buy value for the quarter amounted to $27.9B.