O'Reilly Automotive: which funds bought and sold

Institutions that bought and sold O'Reilly Automotive shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 695 institutions that filed 13F reports for both quarters added to or opened positions in O'Reilly Automotive, and 808 cut or closed them. Together they sold a net 9.7M shares, −1.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3.3M shares (−2.3%); index fund managers were net sellers of 3.2M shares (−1.5%). 133 opened a new position and 128 sold out entirely.

Bought, Q2 2026 695 institutions, 133 of them new holders Sold, Q2 2026 808 institutions, 128 of them sold out

Net change, all compared −9.7M shares (−1.4%)

Net change, active managers −3.3M shares (−2.3%), 48 bought, 55 sold

Buyers versus sellers

institutions compared, 1,751

695 bought 248 808 sold

Active managers and hedge funds 48 bought · 55 sold · −3.3M

Index fund managers 2 bought · 10 sold · −3.2M

Other institutions 645 bought · 743 sold · −3.2M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Assenagon Asset Management S.A.	+5.3M +176.1%	8.4M	$772M
Jane Street Group, LLC	+4.0M +185.1%	6.2M	$572M
Citadel Advisors LLC Hedge fund	+2.2M +44.7%	7.0M	$646M
SG Americas Securities, LLC	+2.0M +282.4%	2.7M	$248M
Junto Capital Management LP Hedge fund	+2.0M New position	2.0M	$183M
Man Group PLC Hedge fund	+1.8M +145.6%	3.0M	$281M
Qube Research & Technologies Ltd Hedge fund	+1.6M +94.8%	3.3M	$299M
Goldman Sachs Group Inc	+1.5M +17.5%	10.2M	$941M
Alyeska Investment Group, L.P. Hedge fund	+1.2M +77.5%	2.7M	$251M
Franklin Resources Inc Active manager	+1.2M +99.5%	2.3M	$213M
Price T Rowe Associates Inc Active manager	+1.1M +13.0%	9.2M	$846M
Connor, Clark & Lunn Investment Management Ltd.	+1.0M +70.2%	2.5M	$233M
Millennium Management LLC Hedge fund	+834K +34.1%	3.3M	$302M
Exoduspoint Capital Management, LP Hedge fund	+797K +1605.2%	847K	$78M
Arrowstreet Capital, Limited Partnership Hedge fund	+777K +10.1%	8.5M	$783M
Susquehanna International Group, LLP	+770K +275.3%	1.0M	$96.6M
Abn Amro Investment Solutions	+692K +157.3%	1.1M	$104M
Capital Fund Management S.A. Hedge fund	+643K +360.5%	821K	$75.6M
CIBC Bancorp Usa Inc.	+634K +33.7%	2.5M	$232M
Quantinno Capital Management LP	+596K +67.6%	1.5M	$136M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+2.2M +44.7%	7.0M	$646M
Junto Capital Management LP Hedge fund	+2.0M New position	2.0M	$183M
Man Group PLC Hedge fund	+1.8M +145.6%	3.0M	$281M
Qube Research & Technologies Ltd Hedge fund	+1.6M +94.8%	3.3M	$299M
Alyeska Investment Group, L.P. Hedge fund	+1.2M +77.5%	2.7M	$251M
Franklin Resources Inc Active manager	+1.2M +99.5%	2.3M	$213M
Price T Rowe Associates Inc Active manager	+1.1M +13.0%	9.2M	$846M
Millennium Management LLC Hedge fund	+834K +34.1%	3.3M	$302M
Exoduspoint Capital Management, LP Hedge fund	+797K +1605.2%	847K	$78M
Arrowstreet Capital, Limited Partnership Hedge fund	+777K +10.1%	8.5M	$783M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−5.2M −62.5%	3.1M	$289M
FMR LLC Active manager	−4.5M −24.3%	13.9M	$1.3B
Principal Financial Group Inc	−3.9M −21.4%	14.2M	$1.3B
Nuveen, LLC	−3.8M −25.1%	11.3M	$1B
Two Sigma Investments, LP Hedge fund	−2.7M −93.1%	197K	$18.2M
Amundi	−2.6M −30.1%	5.9M	$547M
Rathbones Group PLC	−2.4M −75.4%	800K	$73.7M
Bank Of New York Mellon Corp	−1.9M −14.5%	11.1M	$1B
Akre Capital Management LLC Active manager	−1.7M −44.4%	2.2M	$199M
Bank Of America Corp	−1.4M −15.6%	7.8M	$722M
Voya Investment Management LLC	−1.4M −91.8%	127K	$11.7M
Massachusetts Financial Services Co Active manager	−1.2M −16.1%	6.1M	$572M
Railway Pension Investments Ltd	−1.2M Sold out	0	—
Barclays PLC	−1.1M −38.8%	1.8M	$166M
Royal Bank Of Canada	−1.0M −20.0%	4.1M	$378M
Vanguard Portfolio Management LLC Index funds	−853K −5.1%	15.8M	$1.5B
Marshfield Associates	−773K −22.0%	2.7M	$252M
D. E. Shaw & Co., Inc. Hedge fund	−754K −17.0%	3.7M	$340M
Legal & General Group PLC	−715K −13.0%	4.8M	$439M
Abn Amro Bank N.V.	−684K −39.3%	1.1M	$97.3M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−5.2M −62.5%	3.1M	$289M
FMR LLC Active manager	−4.5M −24.3%	13.9M	$1.3B
Two Sigma Investments, LP Hedge fund	−2.7M −93.1%	197K	$18.2M
Akre Capital Management LLC Active manager	−1.7M −44.4%	2.2M	$199M
Massachusetts Financial Services Co Active manager	−1.2M −16.1%	6.1M	$572M
D. E. Shaw & Co., Inc. Hedge fund	−754K −17.0%	3.7M	$340M
AQR Capital Management LLC Hedge fund	−616K −29.3%	1.5M	$136M
Squarepoint Ops LLC Hedge fund	−434K −18.3%	1.9M	$178M
William Blair Investment Management, LLC Active manager	−355K −16.1%	1.9M	$171M
Federated Hermes, Inc. Active manager	−318K −96.2%	12K	$1.1M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Junto Capital Management LPHedge fund	2.0M	$183M
Cartenna Capital, LP	350K	$32.2M
Quadrature Capital LtdHedge fund	171K	$15.7M
Fundsmith LLPActive manager	163K	$15M
Holocene Advisors, LPHedge fund	150K	$13.8M
HRT Financial LP	147K	$13.5M
Y-Intercept (Hong Kong) Ltd	121K	$11.2M
Caisse De Depot Et Placement Du Quebec	117K	$10.8M
Renaissance Technologies LLCHedge fund	108K	$9.9M
Capitolis Liquid Global Markets LLC	99K	$9.1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Railway Pension Investments Ltd	1.2M	$107M
Adams Diversified Equity Fund, Inc.	209K	$19.2M
Dupont Capital Management Corp	93K	$8.6M
Seven Grand Managers, LLC	90K	$8.3M
Minichmacgregor Wealth Management, LLC	74K	$6.8M
Fora Capital, LLC	63K	$5.8M
Peregrine Asset Advisers, Inc.	58K	$5.3M
Jump Financial, LLC	56K	$5.2M
Longbow Finance SA	51K	$4.7M
Jain Global LLCHedge fund	41K	$3.8M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 1,646
Ten largest holders: 39.1%
Index fund managers: 30.5%
Active managers and hedge funds: 19.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	48	55	12	7	−3.3M	−2.3%
Index fund managers	2	10	0	0	−3.2M	−1.5%
Other institutions	645	743	121	121	−3.2M	−0.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on O'Reilly Automotive.

Only managers that filed a holdings report for both quarters are compared (1,751 here). 50 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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