O'Reilly Automotive, Inc.
MX ˙ BMV ˙ US67103H1077
SecurityMX:ORLY / O'Reilly Automotive, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership24,581,785 shares
Latest Disclosed Value $ 2,270,962,751
Geode Capital Management, Llc reports 1.83% increase in ownership of ORLY / O'Reilly Automotive, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 24,581,785 shares of O'Reilly Automotive, Inc. (MX:ORLY) valued at $2,270,962,751 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 24,140,497 shares of O'Reilly Automotive, Inc.. This represents a change in shares of 1.83% 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)
2026-05-15 2026-03-31 13F O'REILLY AUTOMOTIVE COM 67103H107 24,581,785 441,288 1.83 2,270,963 3.15 0.0755
2026-02-09 2025-12-31 13F O'REILLY AUTOMOTIVE COM 67103H107 24,140,497 372,896 1.57 2,201,555 -14.00 0.1359
2025-11-12 2025-09-30 13F O'REILLY AUTOMOTIVE COM 67103H107 23,767,601 88,493 0.37 2,559,846 20.13 0.1633
2025-08-08 2025-06-30 13F O'REILLY AUTOMOTIVE COM 67103H107 23,679,108 22,144,563 1,443.07 2,130,866 -3.01 0.1494
2025-05-13 2025-03-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,534,545 51,847 3.50 2,197,016 24.99 0.1727
2025-02-12 2024-12-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,482,698 3,532 0.24 1,757,752 3.37 0.1362
2024-11-12 2024-09-30 13F O'REILLY AUTOMOTIVE COM 67103H107 1,479,166 24,135 1.66 1,700,513 10.80 0.1377
2024-08-09 2024-06-30 13F O'REILLY AUTOMOTIVE COM 67103H107 1,455,031 43,963 3.12 1,534,795 -3.54 0.1347
2024-05-13 2024-03-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,411,068 33,905 2.46 1,591,066 21.80 0.1471
2024-02-13 2023-12-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,377,163 -4,721 -0.34 1,306,322 4.14 0.1367
2023-11-13 2023-09-30 13F O'REILLY AUTOMOTIVE COM 67103H107 1,381,884 55,358 4.17 1,254,399 -0.85 0.1494
2023-08-11 2023-06-30 13F O'REILLY AUTOMOTIVE COM 67103H107 1,326,526 -162,827 -10.93 1,265,157 0.18 0.1487
2023-05-15 2023-03-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,489,353 26,201 1.79 1,262,904 102,325.30 0.1640
2023-02-13 2022-12-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,463,152 -5,650 -0.38 1,234 -99.88 0.1731
2022-11-14 2022-09-30 13F O'REILLY AUTOMOTIVE COM 67103H107 1,468,802 -12,766 -0.86 1,032,742 10.43 0.1567
2022-08-12 2022-06-30 13F O'REILLY AUTOMOTIVE COM 67103H107 1,481,568 15,294 1.04 935,163 -6.74 0.1370
2022-05-13 2022-03-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,466,274 37,389 2.62 1,002,723 -0.45 0.1252
2022-02-11 2021-12-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,428,885 -6,674 -0.46 1,007,237 15.04 0.1213
2021-11-12 2021-09-30 13F O'REILLY AUTOMOTIVE COM 67103H107 1,435,559 39,440 2.82 875,575 10.98 0.1179
2021-08-13 2021-06-30 13F O'REILLY AUTOMOTIVE COM 67103H107 1,396,119 42,219 3.12 788,922 15.11 0.1087
2021-05-12 2021-03-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,353,900 10,950 0.82 685,386 12.98 0.1048
2021-02-12 2020-12-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,342,950 50,677 3.92 606,627 1.95 0.1018
2020-11-13 2020-09-30 13F O'REILLY AUTOMOTIVE COM 67103H107 1,292,273 7,982 0.62 595,041 10.06 0.1166
2020-08-13 2020-06-30 13F O'REILLY AUTOMOTIVE COM 67103H107 1,284,291 2,535 0.20 540,662 40.35 0.1157
2020-05-14 2020-03-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,281,756 16,016 1.27 385,220 -30.43 0.1004
2020-02-20 2019-12-31 13F/A-1 O'REILLY AUTOMOTIVE COM 67103H107 1,265,740 7,109 0.56 553,690 10.54 0.1157
2020-02-13 2019-12-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,265,740 7,109 553,690 70,562.9357
2019-11-12 2019-09-30 13F O'REILLY AUTOMOTIVE COM 67103H107 1,258,631 -110,112 -8.04 500,903 -0.84 0.1169
2019-08-14 2019-06-30 13F O'REILLY AUTOMOTIVE COM 67103H107 1,368,743 26,929 2.01 505,126 -2.97 0.1222
2019-05-14 2019-03-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,341,814 220,255 19.64 520,573 35.02 0.1349
2019-03-06 2018-12-31 13F/A-1 O'REILLY AUTOMOTIVE COM 67103H107 1,121,559 100,713 9.87 385,559 8.94 0.1192
2019-02-13 2018-12-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,121,559 100,713 385,559
2018-11-13 2018-09-30 13F O'REILLY AUTOMOTIVE COM 67103H107 1,020,846 46,295 4.75 353,911 33.01 0.0997
2018-08-14 2018-06-30 13F O'REILLY AUTOMOTIVE COM 67103H107 974,551 -123,028 -11.21 266,071 -1.80 0.0818
2018-05-15 2018-03-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,097,579 33,535 3.15 270,940 6.05 0.0883
2018-02-13 2017-12-31 13F O'REILLY AUTOMOTIVE COM 67103H107 1,064,044 -6,598 -0.62 255,489 10.99 0.0868
2017-11-14 2017-09-30 13F O'REILLY AUTOMOTIVE COM 67103H107 1,070,642 5,200 0.49 230,201 -1.08 0.0850
2017-08-14 2017-06-30 13F O'REILLY AUTOMOTIVE COM 67103H107 1,065,442 14,906 1.42 232,706 -17.81 0.0915
2017-06-21 2017-03-31 13F/A-1 O REILLY AUTOMOTIVE INC COM COM 67103H107 1,050,536 68,500 6.98 283,129 3.66 0.1161
2017-05-12 2017-03-31 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 1,050,536 283,129
2017-02-14 2016-12-31 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 982,036 54,291 5.85 273,121 5.25 0.1270
2016-11-10 2016-09-30 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 927,745 39,681 4.47 259,506 7.96 0.1307
2016-08-12 2016-06-30 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 888,064 9,884 1.13 240,379 0.21 0.1307
2016-05-13 2016-03-31 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 878,180 43,897 5.26 239,885 13.68 0.1273
2016-02-12 2015-12-31 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 834,283 17,080 2.09 211,009 3.48 0.1203
2015-11-13 2015-09-30 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 817,203 -6,474 -0.79 203,912 9.76 0.1237
2015-08-14 2015-06-30 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 823,677 277 0.03 185,780 4.50 0.1061
2015-05-14 2015-03-31 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 823,400 25,263 3.17 177,783 15.79 0.1016
2015-02-12 2014-12-31 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 798,137 17,858 2.29 153,545 31.04 0.0913
2014-11-14 2014-09-30 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 780,279 -15,721 -1.98 117,177 -2.20 0.0760
2014-08-13 2014-06-30 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 796,000 -10,740 -1.33 119,807 0.12 0.0775
2014-05-14 2014-03-31 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 806,740 4,631 0.58 119,662 15.94 0.0803
2014-02-14 2013-12-31 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 802,109 12,724 1.61 103,210 2.50 0.0716
2013-11-14 2013-09-30 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 789,385 12,913 1.66 100,693 15.17 0.0807
2013-08-14 2013-06-30 13F O REILLY AUTOMOTIVE INC COM COM 67103H107 776,472 776,472 87,428 0.0769
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.