- Quarter end
- 31 Mar 2026
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 1 May 2026
- Managers listing it
- 32
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q4 2025 and Q1 2026; 12 listed it in both
- Shares listed
- 36,252,064
- combined, among listed positions
- Reported value
- $7.1bn
- combined, at the quarter end
AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.
Among the 91 comparable managers: 20 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +150,473.
Managers listing ODFL in Q1 2026
32 of 32 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 11,713,958 shares now+4,832,138
- Balyasny Asset Management LLCexisting position · 1,303,289 shares now+1,297,743
- Capital Research Global Investorsnew position · 537,287 shares now+537,287
- AQR Capital Management LLCexisting position · 300,427 shares now+198,953
- Millennium Management LLCexisting position · 217,256 shares now+168,336
Reductions
- T. Rowe Price Associates Incexisting position · 12,325,883 shares now-1,898,077
- Invesco Ltdexisting position · 6,967,580 shares now-696,008
- Wellington Management Group LLPexisting position · 567,041 shares now-500,626
- Voloridge Investment Management LLCexisting position · 247,014 shares now-456,140
- Two Sigma Investments LPexisting position · 239,593 shares now-352,060
New positions and exits
New (6)
Exited (5)
- Capital World Investorswas $372m
- Arrowstreet Capital LPwas $71m
- Renaissance Technologies LLCwas $32m
- Bridgewater Associates LPwas $1.5m
- GAMCO Investors Incwas $784k
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 →