- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 2 Feb 2024
- Managers listing it
- 19
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 11 listed it in both
- Shares listed
- 16,275,606
- combined, among listed positions
- Reported value
- $6.6bn
- combined, at the quarter end
Among the 93 comparable managers: 14 buyers (opened or added shares) and 7 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 Q4 2023
19 of 19 holders
Largest increases and reductions, by shares
Increases
- T. Rowe Price Associates Incexisting position · 6,325,321 shares now+81,122
- Invesco Ltdexisting position · 1,453,005 shares now+55,623
- Durable Capital Partners LPexisting position · 107,003 shares now+27,534
- Markel Group Incexisting position · 91,000 shares now+11,500
- Fidelity (FMR LLC)existing position · 2,216,921 shares now+11,262
Reductions
- Capital Research Global Investorsexisting position · 4,145,473 shares now-1,200,086
- Capital World Investorsexisting position · 1,215,654 shares now-490,157
- Holocene Advisors LPexisting position · 23,825 shares now-53,581
- Winton Group Ltdexisting position · 2,359 shares now-1,505
- Neuberger Berman Group LLCexisting position · 97,548 shares now-1,453
New positions and exits
New (2)
Exited (2)
- Artisan Partners LPwas $41m
- Element Capital Management LLCwas $9.1m
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 →