O'Reilly Automotive ORLY
$89.89 −$1.60 (-1.75%)
Market closed · Nov 8, 10:10 pm ET · Last extended-hours $89.89 0.00%
Open$89.73
Prev close$91.49
Day range$89.20 – $90.74
Volume7.24M
Market cap$72.10B
P/E (TTM)27.6
Dividend yield–
Ownership & positioning
Who holds it, who is betting against it, and where the big money is moving
Institutional ownership90.5%+1.44 pts vs. prior quarter
Institutions holding1,936-11 vs. prior quarter
Insider trades (recent)29 buys / 20 sellsNet buying
Short interest2.75% of floatDays to cover 4.2 · as of 15 Oct 2026
Short-sale volume share13.5%5-day average of daily volume
Short-sale volume as % of daily volume
Large-order net flow, last 20 sessions
Net of large-order buying minus selling, in USD. Over this window: −$55.32M (6 inflow days, 14 outflow days).
Net flow by order size, last 20 sessions
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 26.1% of shares outstanding.
Largest holders
By investor type
Reported short interest has fallen from 3.07% to 2.75% of float over the last 6 biweekly reports (31 Jul 2026 to 15 Oct 2026).
Recent institutional activity
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | Mutual Fund | 2026/Q3 | +3,061,855 | 0.9% |
| Hartford Funds Management Company, LLC | Mutual Fund | 2026/Q3 | +891,504 | 0.1% |
| Hartford Funds Management Company, LLC | Mutual Fund | 2026/Q3 | +857,455 | 0.1% |
| Jane Street Group, LLC | Private Company | 2026/Q3 | +4,034,886 | 0.8% |
| Janus Henderson Group plc | Mutual Fund | 2026/Q3 | +3,233,467 | 0.8% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +2,168,266 | 0.9% |
| SG Americas Securities, LLC | Private Company | 2026/Q3 | +1,985,383 | 0.3% |
| Junto Capital Management LP | Hedge Fund | 2026/Q3 | +1,982,469 | 0.2% |
| Numeric Investors LLC | Hedge Fund | 2026/Q3 | +1,740,236 | 0.3% |
| Goldman Sachs Asset Management, L.P. | Mutual Fund | 2026/Q3 | +1,655,097 | 1.1% |
| Qube Research & Technologies Ltd | Mutual Fund | 2026/Q3 | +1,582,409 | 0.4% |
| Norges Bank Investment Management | Sovereign Wealth Fund | 2026/Q3 | +1,298,365 | 1.7% |
| Alyeska Investment Group, L.P. | Hedge Fund | 2026/Q3 | +1,190,116 | 0.3% |
| Millennium Management LLC | Hedge Fund | 2026/Q3 | +1,189,585 | 0.5% |
| Assenagon Asset Management S.A. | Mutual Fund | 2026/Q3 | +1,155,097 | 0.5% |
Institutional buy/sell activity by reporting period, largest moves first.
Insider transactions
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 27 Aug 2026 | Thomas Hendrickson | Lead Independent Director | Open Market Disposition | -1,000 | $87.83 | 18,675 |
| 11 Aug 2026 | Maria Sastre | Independent Director | Open Market Disposition | -2,000 | $91.85 | 14,970 |
| 11 Aug 2026 | Chris Mancini | Senior Vice President of Professional Sales and Store Operations | Derivative Exercise and Sale | -3,000 | $93.00 | 1,826 |
| 12 Jul 2026 | Colin Yankee | Chief Supply Chain Officer | Initial Statement of Beneficial | +0 | – | 14,279 |
| 28 May 2026 | Thomas Hendrickson | Lead Independent Director | Open Market Disposition | -1,200 | $88.32 | 19,675 |
| 19 May 2026 | Robert Dumas | Senior Vice President of Eastern Store Operations & Sales | Derivative Exercise and Sale | -84,600 | $92.60 | 4,218 |
| 17 May 2026 | John Murphy | Independent Director | Open Market Disposition | -2,595 | $88.67 | 12,125 |
| 14 May 2026 | Thomas Hendrickson | Lead Independent Director | Other Acquisition | +2,035 | $88.49 | 20,875 |
| 14 May 2026 | Maria Sastre | Independent Director | Other Acquisition | +2,035 | $88.49 | 16,970 |
| 14 May 2026 | Kimberly DeBeers | Independent Director | Other Acquisition | +2,035 | $88.49 | 4,000 |
| 14 May 2026 | Fred Whitfield | Independent Director | Other Acquisition | +2,035 | $88.49 | 14,605 |
| 14 May 2026 | Gregory Johnson | Affiliated Director | Other Acquisition | +2,035 | $88.49 | 93,948 |
| 14 May 2026 | Dana Perlman | Independent Director | Other Acquisition | +2,035 | $88.49 | 17,855 |
| 14 May 2026 | John Murphy | Independent Director | Other Acquisition | +2,035 | $88.49 | 14,720 |
| 13 May 2026 | Gregory Henslee | Executive Chairperson | Other Derivative Acquisition | +56,039 | $89.68 | 56,039 |
| 7 May 2026 | Brad Beckham | Chief Executive Officer | Derivative Exercise and Sale | -13,635 | $95.00 | 28,633 |
| 6 May 2026 | Philip Hopper | Senior Vice President of Real Estate | Derivative Exercise and Sale | -3,700 | $94.60 | 6,082 |
| 12 Mar 2026 | Larry Gray | Senior Vice President of Inventory Management | Other Derivative Acquisition | +3,480 | $91.54 | 3,480 |
| 12 Mar 2026 | Najera Montellano | Senior Vice President of Western Operations & Sales | Other Derivative Acquisition | +6,720 | $91.54 | 6,720 |
| 26 Feb 2026 | Maria Sastre | Independent Director | Open Market Disposition | -1,000 | $92.68 | 14,935 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
Short interest, by report
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 22,221,690 | 2.7% | 4.2 |
| 30 Sep 2026 | 24,621,442 | 3.0% | 3.6 |
| 15 Sep 2026 | 25,741,427 | 3.2% | 4.7 |
| 31 Aug 2026 | 26,518,972 | 3.3% | 5.6 |
| 14 Aug 2026 | 24,347,695 | 3.0% | 5.6 |
| 31 Jul 2026 | 25,064,472 | 3.1% | 2.9 |
No comments yet — be the first to weigh in on ORLY.
Sign in to join the discussion.