Which funds own ODFL
Old Dominion Freight Line In in the Q2 2026 filings. At least 9 of the 91 current managers on file reported a position, worth $6.9bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 7 managers opened or added against 2 cutting.
- Managers holding
- 9
- at least, of 91 current
- Combined value
- $6.9bn
- as reported
- Opened
- 2
- new this quarter
- Added to
- 5
- already held
- Trimmed or sold out
- 2
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Fidelity (FMR LLC) Long-only · $2304bn book | $2.7bn | 0.1% | 12,695,818 | +$461m+981,860 | Added |
| T. Rowe Price Associates Inc Long-only · $999bn book | $2.1bn | 0.2% | 9,783,717 | -$289m-2,542,166 | Trimmed |
| Invesco Ltd Long-only · $1264bn book | $1.6bn | 0.1% | 7,314,156 | +$223m+346,576 | Added |
| Marshall Wace LLP Quantitative · $127bn book | $155m | 0.1% | 713,679 | +$147m+675,590 | Added |
| Markel Group Inc Activist · $13.1bn book | $93m | 0.7% | 429,150 | +$9.1m0 | Held |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $71m | 0.3% | 329,779 | +$23m+82,765 | Added |
| Holocene Advisors LP Long/short equity · $44.4bn book | $57m | 0.1% | 263,007 | opened263,007 | New |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $39m | 0.2% | 179,312 | +$39m+177,828 | Added |
| Caxton Associates LLP Macro · $5.3bn book | $3.5m | 0.1% | 16,372 | opened16,372 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Winton Group Ltd · Quantitative$17m held before
Ownership through time
At least 15 of the 95 managers whose filings are on file listed ODFL in Q2 2026, against 7 in Q2 2013. 2 managers more than in Q1 2026: 2 started positions; 5 listed it again; 1 sold out, by its own filing; 4 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 7
- Q3 2013: 5
- Q4 2013: 2
- Q1 2014: 1
- Q2 2014: 3
- Q3 2014: 3
- Q4 2014: 5
- Q1 2015: 9
- Q2 2015: 11
- Q3 2015: 10
- Q4 2015: 6
- Q1 2016: 4
- Q2 2016: 3
- Q3 2016: 2
- Q4 2016: 4
- Q1 2017: 6
- Q2 2017: 6
- Q3 2017: 10
- Q4 2017: 9
- Q1 2018: 10
- Q2 2018: 11
- Q3 2018: 8
- Q4 2018: 6
- Q1 2019: 8
- Q2 2019: 5
- Q3 2019: 6
- Q4 2019: 15
- Q1 2020: 20
- Q2 2020: 18
- Q3 2020: 30
- Q4 2020: 21
- Q1 2021: 15
- Q2 2021: 17
- Q3 2021: 12
- Q4 2021: 13
- Q1 2022: 11
- Q2 2022: 10
- Q3 2022: 11
- Q4 2022: 10
- Q1 2023: 15
- Q2 2023: 12
- Q3 2023: 16
- Q4 2023: 19
- Q1 2024: 17
- Q2 2024: 18
- Q3 2024: 19
- Q4 2024: 18
- Q1 2025: 13
- Q2 2025: 17
- Q3 2025: 18
- Q4 2025: 16
- Q1 2026: 13
- Q2 2026: 15
- Q2 2013: $62m
- Q3 2013: $74m
- Q4 2013: $21m
- Q1 2014: $9.9m
- Q2 2014: $37m
- Q3 2014: $38m
- Q4 2014: $140m
- Q1 2015: $399m
- Q2 2015: $451m
- Q3 2015: $418m
- Q4 2015: $638m
- Q1 2016: $1.1bn
- Q2 2016: $818m
- Q3 2016: $942m
- Q4 2016: $1.0bn
- Q1 2017: $968m
- Q2 2017: $1.4bn
- Q3 2017: $1.6bn
- Q4 2017: $1.7bn
- Q1 2018: $2.0bn
- Q2 2018: $1.9bn
- Q3 2018: $1.5bn
- Q4 2018: $1.3bn
- Q1 2019: $1.7bn
- Q2 2019: $1.8bn
- Q3 2019: $2.1bn
- Q4 2019: $2.5bn
- Q1 2020: $2.7bn
- Q2 2020: $3.2bn
- Q3 2020: $3.9bn
- Q4 2020: $3.8bn
- Q1 2021: $4.5bn
- Q2 2021: $4.3bn
- Q3 2021: $4.9bn
- Q4 2021: $6.0bn
- Q1 2022: $5.0bn
- Q2 2022: $5.1bn
- Q3 2022: $5.3bn
- Q4 2022: $6.1bn
- Q1 2023: $7.1bn
- Q2 2023: $7.3bn
- Q3 2023: $7.3bn
- Q4 2023: $6.6bn
- Q1 2024: $7.3bn
- Q2 2024: $5.9bn
- Q3 2024: $6.7bn
- Q4 2024: $4.8bn
- Q1 2025: $3.8bn
- Q2 2025: $3.8bn
- Q3 2025: $3.6bn
- Q4 2025: $5.7bn
- Q1 2026: $6.6bn
- Q2 2026: $7.5bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Fidelity (FMR LLC)11,713,958 to 12,695,818 shares+$213m
- Invesco Ltd6,967,580 to 7,314,156 shares+$75m
- Holocene Advisors LPnew: 263,007 shares+$57m
- Voloridge Investment Management LLC247,014 to 329,779 shares+$18m
- Caxton Associates LLPnew: 16,372 shares+$3.5m
Largest decreases, by shares
- T. Rowe Price Associates Inc12,325,883 to 9,783,717 shares-$551m
- Baillie Gifford & Co82,159 to 39,990 shares-$9.1m
Left it
- Winton Group Ltdwas $16m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Fidelity (FMR LLC) | Q3 2020 | $2.7bn | $2.7bn | |
| T. Rowe Price Associates Inc | Q4 2015 | $3.6bn | $2.1bn | |
| Invesco Ltd | Q4 2014 | $1.6bn | $1.6bn | |
| Citadel Advisors LLC | Q4 2019 | $275m | $275m | |
| AQR Capital Management LLC | Q3 2014 | $290m | $195m | |
| Marshall Wace LLP | Q2 2013 | $155m | $155m | |
| Capital Research Global Investors | Q1 2015 | $2.3bn | $118m | |
| Markel Group Inc | Q2 2022 | $93m | $93m | |
| Voloridge Investment Management LLC | Q4 2016 | $138m | $71m | |
| Holocene Advisors LP | Q4 2019 | $57m | $57m | |
| Man Group PLC | Q1 2020 | $55m | $39m | |
| Freestone Grove Partners LP | Q2 2025 | $61m | $39m | |
| Baillie Gifford & Co | Q4 2025 | $16m | $8.7m | |
| Caxton Associates LLP | Q2 2013 | $19m | $3.5m | |
| First Eagle Investment Management LLC | Q4 2025 | $21k | $21k | |
| Capital World Investors | Q2 2018 | $698m | last listed Q4 2025 | |
| Janus Henderson Group Ltd | Q2 2017 | $407m | last listed Q1 2020 | |
| Wellington Management Group LLP | Q3 2017 | $285m | last listed Q4 2025 | |
| Balyasny Asset Management LLC | Q2 2019 | $255m | last listed Q1 2026 | |
| Durable Capital Partners LP | Q1 2020 | $239m | last listed Q4 2024 | |
| Two Sigma Investments LP | Q2 2013 | $222m | last listed Q4 2025 | |
| Two Sigma Advisers LP | Q2 2013 | $177m | last listed Q4 2025 | |
| Millennium Management LLC | Q2 2013 | $114m | last listed Q3 2025 | |
| Neuberger Berman Group LLC | Q1 2015 | $85m | last listed Q3 2024 | |
| Renaissance Technologies LLC | Q2 2015 | $83m | last listed Q4 2025 |
What ODFL is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around ODFL →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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