O'Reilly Automotive, Inc.
US ˙ NasdaqGS ˙ US67103H1077

SecurityORLY / O'Reilly Automotive, Inc.
InstitutionSigma Planning Corp
Latest Disclosed Ownership21,700 shares
Latest Disclosed Value $ 2,003,127
Sigma Planning Corp reports 14.84% increase in ownership of ORLY / O'Reilly Automotive, Inc.

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 21,700 shares of O'Reilly Automotive, Inc. (US:ORLY) valued at $2,003,127 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 18,896 shares of O'Reilly Automotive, Inc.. This represents a change in shares of 14.84% during the quarter. The current value of the position is $1,896,146 USD.

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)
2026-05-04 2026-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 21,700 2,804 14.84 2,003 28.89 0.0556
2026-01-30 2025-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 18,896 1,079 6.06 1,554 -19.06 0.0429
2025-11-10 2025-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 17,817 -1,690 -8.66 1,921 9.22 0.0546
2025-08-05 2025-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 19,507 18,369 1,614.15 1,758 7.85 0.0529
2025-05-02 2025-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 1,138 -251 -18.07 1,630 -0.97 0.0520
2025-02-03 2024-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 1,389 299 27.43 1,647 31.16 0.0517
2024-11-04 2024-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 1,090 138 14.50 1,255 24.88 0.0385
2024-08-06 2024-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 952 -37 -3.74 1,005 -9.95 0.0319
2024-05-02 2024-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 989 246 33.11 1,116 58.30 0.0351
2024-02-01 2023-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 743 -148 -16.61 706 -12.86 0.0552
2023-11-06 2023-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 891 -30 -3.26 810 -8.07 0.0304
2023-08-02 2023-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 921 -14 -1.50 880 10.83 0.0316
2023-05-08 2023-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 935 2 0.21 794 0.89 0.0264
2023-01-24 2022-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 933 81 9.51 787 31.39 0.0282
2022-11-10 2022-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 852 -5 -0.58 599 10.72 0.0228
2022-08-11 2022-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 857 -59 -6.44 541 -13.72 0.0188
2022-04-20 2022-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 916 8 0.88 627 -2.18 0.0188
2022-02-02 2021-12-31 13F O REILLY AUTOMOTIVE Stock 67103H107 908 46 5.34 641 21.63 0.0179
2021-10-28 2021-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 862 111 14.78 527 24.00 0.0158
2021-08-13 2021-06-30 13F O REILLY AUTOMOTIVE Stock 67103H107 751 32 4.45 425 16.44 0.0127
2021-05-06 2021-03-31 13F O REILLY AUTOMOTIVE Stock 67103H107 719 -9 -1.24 365 10.94 0.0117
2021-02-09 2020-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 728 -47 -6.06 329 -7.84 0.0112
2020-11-03 2020-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 775 4 0.52 357 9.85 0.0141
2020-07-31 2020-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 771 103 15.42 325 61.69 0.0143
2020-05-01 2020-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 668 -7 -1.04 201 -32.09 0.0119
2020-02-03 2019-12-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 675 -43 -5.99 296 3.50 0.0125
2019-11-01 2019-09-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 718 -29 -3.88 286 3.62 0.0137
2019-08-01 2019-06-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 747 -127 -14.53 276 -18.58 0.0142
2019-05-01 2019-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 874 264 43.28 339 61.43 0.0192
2019-01-31 2018-12-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 610 30 5.17 210 4.48 0.0153
2018-11-07 2018-09-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 580 580 201 0.0118
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.