O'reilly Automotive Inc (ORLY) — 13F Holders Deep Dive (Q2 2026)

ORLY ranks #208 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ORLY is a top-conviction position for Marshfield Associates — at 5.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ORLY belongs to BlackRock, Inc., but the position matters far more to Marshfield Associates, who has 5.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Assenagon Asset Management S.A. has added to its ORLY position for two straight quarters, increasing it by $339.2M to reach $619.3M today.

Congress Asset Management Co has trimmed its ORLY position for two straight quarters, cutting it by $117.6M while still holding $23.2M.

ORLY is up 2.1% today, and institutions have been net buyers of $11.7B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

ORLY posted net income of $2.7B over the trailing twelve months, and currently trades at a P/E of 28.6.

• Profitable — net income of $2.7B over the trailing twelve months
• Revenue grew 8.5% year over year
• Net income improved year over year, from $2.4B to $2.7B
• Generated $2.8B in positive operating cash flow
• Current ratio of 0.77x — below the conventional 1.5x liquidity buffer