L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
38
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 26 listed it in both
Shares listed
121,116,903
combined, among listed positions
Reported value
$11.0bn
combined, at the quarter end

Among the 92 comparable managers: 25 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +22,153,353.

Managers listing ORLY in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

38 of 38 holders

ActionFiling
Invesco Ltd28,964,084$2.6bn0.25%Added+19,527,00819 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)21,596,741$2.0bn0.10%Trimmed-4,792,74317 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP14,755,276$1.3bn0.24%Added+2,964,94517 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP8,015,058$731m0.43%Added+773,67313 Feb 2026 (the filing on sec.gov)
MFS Investment Management8,003,704$730m0.24%Added+89,17922 Jan 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc7,072,803$645m0.07%Trimmed-800,96617 Feb 2026 (the filing on sec.gov)
Akre Capital Management LLC6,719,819$613m6.72%Trimmed-1,892,60913 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC4,859,980$443m0.07%Added+1,729,38117 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC2,479,147$226m0.12%Added+696,27817 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC2,384,465$217m0.23%Added+717,96113 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd2,211,790$202m0.09%Trimmed-183,49317 Feb 2026 (the filing on sec.gov)
Capital World Investors1,944,937$177munder 0.1%Added+519,74911 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC1,782,209$163m0.21%Added+1,773,24717 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC1,514,961$138munder 0.1%Trimmed-195,33012 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP1,425,131$130munder 0.1%Added+102,09217 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,024,892$93m0.05%Added+507,45017 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC986,943$90m0.07%Added+223,05827 Oct 2026 (the filing on sec.gov)
Man Group PLC872,617$80m0.14%Added+393,00517 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC872,381$80m0.28%Added+867,99017 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP715,842$65m0.06%Added+398,00913 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc583,788$53m0.51%Trimmed-38,3995 Feb 2026 (the filing on sec.gov)
Millennium Management LLC542,526$49munder 0.1%Trimmed-185,54917 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp310,894$28m0.05%Added+161,00117 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP294,840$27munder 0.1%Added+72,48317 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP233,844$21m0.17%Added+185,13517 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
22 in Q3 2024 to 32 in Q2 2026

Tracked managers listing it, at least.

010203040split2014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ORLY by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201322$2.7bnn.a.n.a.
Q3 201318$3.1bnn.a.n.a.
Q4 201317$3.1bnn.a.n.a.
Q1 201419$3.6bnn.a.n.a.
Q2 201417$3.5bnn.a.n.a.
Q3 201419$3.5bnn.a.n.a.
Q4 201422$4.5bnn.a.n.a.
Q1 201524$5.1bnn.a.n.a.
Q2 201522$5.1bnn.a.n.a.
Q3 201524$5.5bnn.a.n.a.
Q4 201523$5.6bnn.a.n.a.
Q1 201628$5.8bnn.a.n.a.
Q2 201628$5.6bnn.a.n.a.
Q3 201626$6.5bnn.a.n.a.
Q4 201626$6.8bnn.a.n.a.
Q1 201720$6.3bnn.a.n.a.
Q2 201722$5.7bnn.a.n.a.
Q3 201714$3.4bnn.a.n.a.
Q4 201711$3.1bnn.a.n.a.
Q1 201814$2.7bnn.a.n.a.
Q2 201824$3.2bnn.a.n.a.
Q3 201825$4.1bnn.a.n.a.
Q4 201829$4.3bnn.a.n.a.
Q1 201927$4.7bnn.a.n.a.
Q2 201925$4.5bnn.a.n.a.
Q3 201926$4.9bnn.a.n.a.
Q4 201933$5.2bnn.a.n.a.
Q1 202028$3.2bnn.a.n.a.
Q2 202028$4.0bnn.a.n.a.
Q3 202029$4.5bnn.a.n.a.
Q4 202022$3.6bnn.a.n.a.
Q1 202126$4.1bnn.a.n.a.
Q2 202124$4.1bnn.a.n.a.
Q3 202126$4.6bnn.a.n.a.
Q4 202131$5.3bnn.a.n.a.
Q1 202228$5.9bnn.a.n.a.
Q2 202221$5.0bnn.a.n.a.
Q3 202225$5.4bnn.a.n.a.
Q4 202224$6.7bnn.a.n.a.
Q1 202330$6.5bnn.a.n.a.
Q2 202332$8.0bnn.a.n.a.
Q3 202332$7.2bnn.a.n.a.
Q4 202329$7.4bn1418
Q1 202424$8.3bn719
Q2 202422$7.2bn1013
Q3 202422$8.4bn815
Q4 202429$9.3bn1711
Q1 202526$11.0bn1514
Q2 2025 (split)27$9.5bn33
Q3 202531$10.5bn1615
Q4 202532$11.0bn2518
Q1 202631$11.1bn1821
Q2 202632$10.8bn2217

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

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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 ORLY, latest filings →Back to the 13F Explorer →