O'Reilly Automotive, Inc.
MX ˙ BMV ˙ US67103H1077
SecurityMX:ORLY / O'Reilly Automotive, Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership6,841,844 shares
Latest Disclosed Value $ 631,570,611
Baird Financial Group, Inc. reports 3.88% increase in ownership of ORLY / O'Reilly Automotive, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 6,841,844 shares of O'Reilly Automotive, Inc. (MX:ORLY) valued at $631,570,611 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,586,338 shares of O'Reilly Automotive, Inc.. This represents a change in shares of 3.88% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 6,841,844 255,506 3.88 631,571 5.13 0.9867
2026-02-13 2025-12-31 13F OREILLY AUTOMOTIVE INC COM COMMON 67103H107 6,586,338 153,790 2.39 600,740 -13.37 0.9364
2025-11-13 2025-09-30 13F O REILLY AUTOMOTIVE COMMON 67103H107 6,432,548 477,260 8.01 693,493 29.20 1.1152
2025-08-13 2025-06-30 13F OREILLY AUTOMOTIVE INC COM COMMON 67103H107 5,955,288 5,494,158 1,191.46 536,750 -18.75 0.9412
2025-05-15 2025-03-31 13F OREILLY AUTOMOTIVE INC COM COMMON 67103H107 461,130 24,739 5.67 660,606 27.66 1.2720
2025-02-14 2024-12-31 13F OREILLY AUTOMOTIVE INC NEW COMMON 67103H107 436,391 13,068 3.09 517,473 6.15 0.9897
2024-11-14 2024-09-30 13F OREILLY AUTOMOTIVE INC NEW COMMON 67103H107 423,323 7,964 1.92 487,499 11.14 0.9467
2024-08-14 2024-06-30 13F OREILLY AUTOMOTIVE INC NEW COMMON 67103H107 415,359 12,344 3.06 438,644 -3.59 0.9099
2024-05-14 2024-03-31 13F OREILLY AUTOMOTIVE INC NEW COMMON 67103H107 403,015 8,301 2.10 454,956 21.32 0.9540
2024-02-14 2023-12-31 13F OREILLY AUTOMOTIVE INC NEW COMMON 67103H107 394,714 42,379 12.03 375,010 17.11 0.8546
2023-11-13 2023-09-30 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 352,335 6,309 1.82 320,223 -3.13 0.8734
2023-08-11 2023-06-30 13F OREILLY AUTOMOTIVE INC NEW COMMON 67103H107 346,026 -223,986 -39.29 330,558 -31.69 0.8725
2023-05-15 2023-03-31 13F OREILLY AUTOMOTIVE INC NEW COMMON 67103H107 570,012 7,271 1.29 483,929 101,994.51 1.1937
2023-02-13 2022-12-31 13F OREILLY AUTOMOTIVE INC NEW COMMON 67103H107 562,741 60,967 12.15 475 -99.87 1.2507
2022-11-15 2022-09-30 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 501,774 24,123 5.05 352,924 16.95 1.0399
2022-08-08 2022-06-30 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 477,651 79,819 20.06 301,761 10.74 0.8377
2022-05-13 2022-03-31 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 397,832 8,249 2.12 272,500 -0.96 0.6734
2022-02-09 2021-12-31 13F O REILLY AUTOMOTIVE INC NEW COM COMMON 67103H107 389,583 925 0.24 275,135 15.85 0.6432
2021-11-12 2021-09-30 13F O REILLY AUTOMOTIVE INC NEW COM COMMON 67103H107 388,658 3,998 1.04 237,493 9.04 0.6074
2021-08-11 2021-06-30 13F O REILLY AUTOMOTIVE INC NEW COM COMMON 67103H107 384,660 -1,074 -0.28 217,798 11.31 0.5661
2021-05-13 2021-03-31 13F O REILLY AUTOMOTIVE INC NEW COM COMMON 67103H107 385,734 -5,549 -1.42 195,664 10.49 0.5488
2021-02-11 2020-12-31 13F O REILLY AUTOMOTIVE INC NEW COM COMMON 67103H107 391,283 -154,469 -28.30 177,083 -29.63 0.5294
2020-11-12 2020-09-30 13F O REILLY AUTOMOTIVE INC NEW COM COMMON 67103H107 545,752 -5,371 -0.97 251,636 8.28 0.8621
2020-10-22 2020-06-30 13F/A-1 O REILLY AUTOMOTIVE INC NEW COM COMMON 67103H107 551,123 2,898 0.53 232,392 40.81 0.8754
2020-08-14 2020-06-30 13F O REILLY AUTOMOTIVE INC NEW COM COMMON 67103H107 535,969 -12,256 230,797 457,387.2177
2020-05-14 2020-03-31 13F O REILLY AUTOMOTIVE INC NEW COM COMMON 67103H107 548,225 21,624 4.11 165,044 -28.49 0.7537
2020-02-14 2019-12-31 13F O REILLY AUTOMOTIVE INC NEW COM COMMON 67103H107 526,601 34,429 7.00 230,788 17.67 0.8285
2019-11-14 2019-09-30 13F O'REILLY AUTOMOTIVE Common 67103H107 492,172 12,847 2.68 196,136 10.80 0.7725
2019-08-14 2019-06-30 13F O'REILLY AUTOMOTIVE COMMON 67103H107 479,325 314,376 190.59 177,024 176.38 0.6883
2019-05-14 2019-03-31 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 164,949 -40,323 -19.64 64,050 -9.38 0.3745
2019-02-14 2018-12-31 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 205,272 5,425 2.71 70,681 2.28 0.4798
2018-11-13 2018-09-30 13F O'Reilly Automotive COMMON 67103H107 199,847 1,541 0.78 69,103 27.38 0.4330
2018-08-13 2018-06-30 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 198,306 46,126 30.31 54,251 44.11 0.3682
2018-05-14 2018-03-31 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 152,180 149,908 6,598.06 37,646 6,782.27 0.2651
2018-02-09 2017-12-31 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 2,272 1,263 125.17 547 152.07 0.0039
2017-11-14 2017-09-30 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 1,009 9 0.90 217 -0.91 0.0016
2017-08-14 2017-06-30 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 1,000 -120,698 -99.18 219 -99.33 0.0017
2017-06-19 2017-03-31 13F/A-1 O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 121,698 -49,938 -29.10 32,839 -31.28 0.2656
2017-05-09 2017-03-31 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 121,698 32,839
2017-02-10 2016-12-31 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 171,636 -45,469 -20.94 47,785 -21.42 0.4149
2016-11-10 2016-09-30 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 217,105 37,015 20.55 60,813 24.56 0.5447
2016-08-11 2016-06-30 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 180,090 6,179 3.55 48,822 2.58 0.4477
2016-05-12 2016-03-31 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 173,911 -568 -0.33 47,592 7.64 0.4554
2016-02-11 2015-12-31 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 174,479 -74,221 -29.84 44,216 -28.88 0.4423
2015-11-12 2015-09-30 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 248,700 25,788 11.57 62,175 23.43 0.6610
2015-08-14 2015-06-30 13F O'REILLY AUTOMOTIVE INC NEW COMMON 67103H107 222,912 222,912 50,374 0.4957
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.