Old Dominion Freight Line (ODFL) — Smart Money Tracker (13F, Q2 2026)

ODFL ranks #466 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

1021 institutions disclose a position in ODFL, but none treat it as a major bet — even Eventide Asset Management, LLC, its most concentrated holder, allocates just 1.7% of its own portfolio to it.

Fidelity has added to its ODFL position for two straight quarters, increasing it by $1.7B to reach $2.7B today.

First Trust Advisors LP has trimmed its ODFL position for two straight quarters, cutting it by $141.7M while still holding $30.6M.

ODFL is down 6.5% today, but institutions show net buying of $11.0B this quarter — a divergence between today's price move and the underlying institutional flow.

ODFL closed its latest fiscal year with net income of $1.0B, and currently trades at a P/E of 38.7.

• Profitable — net income of $1.0B in the latest fiscal year
• Revenue declined 5.5% year over year
• Net income declined year over year, from $1.2B to $1.0B
• Generated $1.4B in positive operating cash flow
• Current ratio of 1.44x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.27x equity — within a conventional range