Illinois Municipal Retirement Fund has opened a new $14.0M position in $ODFL, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ODFL.
$ODFL Hedge Fund Activity
We have seen 494 institutional investors add shares of $ODFL stock to their portfolio, and 459 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 4,832,138 shares (+70.2%) to their portfolio in Q1 2026, for an estimated $944,199,765
- CAPITAL WORLD INVESTORS removed 2,375,101 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $464,094,735
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,898,077 shares (-13.3%) from their portfolio in Q1 2026, for an estimated $370,884,245
- BANK OF NEW YORK MELLON CORP removed 1,738,342 shares (-40.9%) from their portfolio in Q2 2026, for an estimated $376,524,877
- BALYASNY ASSET MANAGEMENT L.P. added 1,297,743 shares (+23399.6%) to their portfolio in Q1 2026, for an estimated $253,578,982
- FRANKLIN RESOURCES INC added 1,226,371 shares (+67.3%) to their portfolio in Q1 2026, for an estimated $239,632,893
- BLACKROCK, INC. added 877,086 shares (+5.9%) to their portfolio in Q2 2026, for an estimated $189,976,827
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ODFL Insider Trading Activity
$ODFL insiders have traded $ODFL 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 $ODFL stock by insiders over the last 6 months:
- DAVID S CONGDON (Executive Chairman) has made 0 purchases and 2 sales selling 52,000 shares for an estimated $10,127,839.
- GREG C GANTT has made 0 purchases and 4 sales selling 22,107 shares for an estimated $4,233,825.
- BRADLEY R GABOSCH sold 3,134 shares for an estimated $608,842
- CHRISTOPHER JAMES KELLEY (SVP - Operations) sold 80 shares for an estimated $16,034
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ODFL Price Targets
Multiple analysts have issued price targets for $ODFL recently. We have seen 14 analysts offer price targets for $ODFL in the last 6 months, with a median target of $231.5.
Here are some recent targets:
- Ariel Rosa from Citigroup set a target price of $228.0 on 07/09/2026
- Christian Wetherbee from Wells Fargo set a target price of $250.0 on 07/08/2026
- Thomas Wadewitz from UBS set a target price of $224.0 on 07/07/2026
- Ravi Shanker from Morgan Stanley set a target price of $245.0 on 07/06/2026
- Jonathan Chappell from Evercore ISI Group set a target price of $237.0 on 07/01/2026
- Brandon Oglenski from Barclays set a target price of $220.0 on 06/25/2026
- Jordan Alliger from Goldman Sachs set a target price of $235.0 on 06/23/2026
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 $ODFL ticker page for more data.
