UMB Bank, n.a. has added 424,718 shares of $ORLY to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ORLY.
O'REILLY AUTO Hedge Fund Activity
We have seen 793 institutional investors add shares of O'REILLY AUTO stock to their portfolio, and 658 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORGES BANK added 10,812,330 shares (+inf%) to their portfolio in Q2 2025, for an estimated $974,515,302
- WELLINGTON MANAGEMENT GROUP LLP removed 5,512,931 shares (-19.1%) from their portfolio in Q2 2025, for an estimated $496,880,471
- VICTORY CAPITAL MANAGEMENT INC added 4,889,018 shares (+381.7%) to their portfolio in Q2 2025, for an estimated $440,647,192
- AMUNDI removed 4,716,752 shares (-42.8%) from their portfolio in Q2 2025, for an estimated $425,120,857
- WINSLOW CAPITAL MANAGEMENT, LLC removed 3,597,252 shares (-99.6%) from their portfolio in Q2 2025, for an estimated $324,220,322
- AKRE CAPITAL MANAGEMENT LLC removed 3,547,936 shares (-27.4%) from their portfolio in Q2 2025, for an estimated $319,775,471
- RAKUTEN INVESTMENT MANAGEMENT, INC. added 3,279,158 shares (+2973.1%) to their portfolio in Q3 2025, for an estimated $353,526,023
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
O'REILLY AUTO Insider Trading Activity
O'REILLY AUTO insiders have traded $ORLY stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $ORLY stock by insiders over the last 6 months:
- CARL DAVID WILBANKS (SVP OF MERCHANDISE) sold 88,485 shares for an estimated $9,073,039
- MARK JOSEPH MERZ (SVP OF INTERNATIONAL) has made 0 purchases and 2 sales selling 34,555 shares for an estimated $3,399,178.
- RAMON PARISES ODEMS (SVP NORTHEAST STORE OPS &SALES) sold 2,000 shares for an estimated $2,720,900
- JOHN RAYMOND MURPHY sold 200 shares for an estimated $275,800
- SHARI LYNNE REAVES (SVP OF HR AND TRAINING) sold 2,000 shares for an estimated $207,612
- MARIA SASTRE sold 595 shares for an estimated $60,877
- NAJERA JOSE A MONTELLANO (SVP OF WESTERN STORE OPS/SALES) sold 19 shares for an estimated $25,686
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
O'REILLY AUTO Congressional Stock Trading
Members of Congress have traded $ORLY stock 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $ORLY stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 08/04.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 05/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
O'REILLY AUTO Analyst Ratings
Wall Street analysts have issued reports on $ORLY in the last several months. We have seen 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 10/24/2025
- RBC Capital issued a "Outperform" rating on 10/24/2025
- Morgan Stanley issued a "Overweight" rating on 10/23/2025
- Wells Fargo issued a "Overweight" rating on 10/15/2025
- Wolfe Research issued a "Outperform" rating on 09/18/2025
- TD Cowen issued a "Buy" rating on 09/15/2025
- Evercore ISI Group issued a "Outperform" rating on 08/12/2025
To track analyst ratings and price targets for O'REILLY AUTO, check out Quiver Quantitative's $ORLY forecast page.
O'REILLY AUTO Price Targets
Multiple analysts have issued price targets for $ORLY recently. We have seen 15 analysts offer price targets for $ORLY in the last 6 months, with a median target of $114.0.
Here are some recent targets:
- Seth Sigman from Barclays set a target price of $91.0 on 10/27/2025
- Steven Shemesh from RBC Capital set a target price of $110.0 on 10/24/2025
- Kate McShane from Goldman Sachs set a target price of $121.0 on 10/24/2025
- Simeon Gutman from Morgan Stanley set a target price of $115.0 on 10/23/2025
- Michael Lasser from UBS set a target price of $120.0 on 10/15/2025
- Zachary Fadem from Wells Fargo set a target price of $115.0 on 10/15/2025
- Spencer Hanus from Wolfe Research set a target price of $121.0 on 09/18/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $ORLY ticker page for more data.
