- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 17 Nov 2025
- latest of these filings; the earliest 31 Oct 2025
- Managers listing it
- 18
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 14 listed it in both
- Shares listed
- 25,271,880
- combined, among listed positions
- Reported value
- $3.6bn
- combined, at the quarter end
Among the 95 comparable managers: 10 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing ODFL in Q3 2025
18 of 18 holders
Largest increases and reductions, by shares
Increases
- Two Sigma Investments LPexisting position · 1,576,470 shares now+1,362,697
- Two Sigma Advisers LPexisting position · 1,260,400 shares now+1,152,300
- Voloridge Investment Management LLCexisting position · 982,066 shares now+563,254
- Renaissance Technologies LLCnew position · 349,582 shares now+349,582
- Millennium Management LLCexisting position · 638,266 shares now+84,181
Reductions
- T. Rowe Price Associates Incexisting position · 12,462,449 shares now-903,257
- Invesco Ltdexisting position · 2,858,399 shares now-472,925
- Capital World Investorsexisting position · 2,370,053 shares now-197,627
- Arrowstreet Capital LPexisting position · 332,902 shares now-172,322
- Freestone Grove Partners LPexisting position · 267,046 shares now-110,788
New positions and exits
New (3)
Exited (2)
- Eisler Capital Management Ltdwas $22m
- Caxton Associates LLPwas $4.8m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 7 | $62m | n.a. | n.a. |
| Q3 2013 | 6 | $132m | n.a. | n.a. |
| Q4 2013 | 2 | $21m | n.a. | n.a. |
| Q1 2014 | 1 | $9.9m | n.a. | n.a. |
| Q2 2014 | 3 | $37m | n.a. | n.a. |
| Q3 2014 | 4 | $81m | n.a. | n.a. |
| Q4 2014 | 5 | $140m | n.a. | n.a. |
| Q1 2015 | 9 | $399m | n.a. | n.a. |
| Q2 2015 | 12 | $525m | n.a. | n.a. |
| Q3 2015 | 10 | $418m | n.a. | n.a. |
| Q4 2015 | 6 | $638m | n.a. | n.a. |
| Q1 2016 | 4 | $1.1bn | n.a. | n.a. |
| Q2 2016 | 3 | $818m | n.a. | n.a. |
| Q3 2016 | 2 | $942m | n.a. | n.a. |
| Q4 2016 | 4 | $1.0bn | n.a. | n.a. |
| Q1 2017 | 6 | $968m | n.a. | n.a. |
| Q2 2017 | 6 | $1.4bn | n.a. | n.a. |
| Q3 2017 | 10 | $1.6bn | n.a. | n.a. |
| Q4 2017 | 9 | $1.7bn | n.a. | n.a. |
| Q1 2018 | 10 | $2.0bn | n.a. | n.a. |
| Q2 2018 | 11 | $1.9bn | n.a. | n.a. |
| Q3 2018 | 8 | $1.5bn | n.a. | n.a. |
| Q4 2018 | 6 | $1.3bn | n.a. | n.a. |
| Q1 2019 | 8 | $1.7bn | n.a. | n.a. |
| Q2 2019 | 5 | $1.8bn | n.a. | n.a. |
| Q3 2019 | 6 | $2.1bn | n.a. | n.a. |
| Q4 2019 | 15 | $2.5bn | n.a. | n.a. |
| Q1 2020 | 20 | $2.7bn | n.a. | n.a. |
| Q2 2020 | 18 | $3.2bn | n.a. | n.a. |
| Q3 2020 | 30 | $3.9bn | n.a. | n.a. |
| Q4 2020 | 21 | $3.8bn | n.a. | n.a. |
| Q1 2021 | 15 | $4.5bn | n.a. | n.a. |
| Q2 2021 | 17 | $4.3bn | n.a. | n.a. |
| Q3 2021 | 12 | $4.9bn | n.a. | n.a. |
| Q4 2021 | 13 | $6.0bn | n.a. | n.a. |
| Q1 2022 | 11 | $5.0bn | n.a. | n.a. |
| Q2 2022 | 10 | $5.1bn | n.a. | n.a. |
| Q3 2022 | 11 | $5.3bn | n.a. | n.a. |
| Q4 2022 | 10 | $6.1bn | n.a. | n.a. |
| Q1 2023 | 15 | $7.1bn | n.a. | n.a. |
| Q2 2023 | 12 | $7.3bn | n.a. | n.a. |
| Q3 2023 | 16 | $7.3bn | n.a. | n.a. |
| Q4 2023 | 19 | $6.6bn | 14 | 7 |
| Q1 2024 (split) | 17 | $7.3bn | 2 | 0 |
| Q2 2024 | 18 | $5.9bn | 13 | 7 |
| Q3 2024 | 19 | $6.7bn | 11 | 9 |
| Q4 2024 | 18 | $4.8bn | 9 | 9 |
| Q1 2025 | 13 | $3.8bn | 9 | 5 |
| Q2 2025 | 17 | $3.8bn | 13 | 5 |
| Q3 2025 | 18 | $3.6bn | 10 | 10 |
| Q4 2025 | 16 | $5.7bn | 18 | 20 |
| Q1 2026 | 13 | $6.6bn | 20 | 17 |
| Q2 2026 | 15 | $7.5bn | 20 | 16 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
ODFL and KLAC →ODFL and GE →ODFL and LRCX →Choose a stock to compare with ODFL →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own ODFL, latest filings →Back to the 13F Explorer →