O'Reilly Automotive, Inc.
MX ˙ BMV ˙ US67103H1077
SecurityMX:ORLY / O'Reilly Automotive, Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership1,281,270 shares
Latest Disclosed Value $ 118,274,034
Mackenzie Financial Corp reports 33.62% increase in ownership of ORLY / O'Reilly Automotive, Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 1,281,270 shares of O'Reilly Automotive, Inc. (MX:ORLY) valued at $118,274,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 958,896 shares of O'Reilly Automotive, Inc.. This represents a change in shares of 33.62% 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)
2026-05-13 2026-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 1,281,270 322,374 33.62 118,274 35.11 0.1419
2026-02-18 2025-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 958,896 -127,941 -11.77 87,538 -25.29 0.1037
2025-11-13 2025-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 1,086,837 134,656 14.14 117,172 36.53 0.1419
2025-08-13 2025-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 952,181 889,245 1,412.94 85,820 -4.81 0.1112
2025-05-07 2025-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 62,936 -8,803 -12.27 90,161 5.99 0.1282
2025-05-02 2024-12-31 13F/A-2 OREILLY AUTOMOTIVE COM 67103H107 71,739 -1,649 -2.25 85,068 0.66 0.1159
2025-02-20 2024-12-31 13F/A-1 OREILLY AUTOMOTIVE COM 67103H107 71,739 -1,649 85,068 0.1106
2025-02-14 2024-12-31 13F O'Reilly Automotive Common Stock 67103H107 71,739 -1,649 38,129 0.0547
2024-11-13 2024-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 73,388 5,565 8.21 84,514 17.99 0.1176
2024-08-14 2024-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 67,823 -303 -0.44 71,625 -6.87 0.1064
2024-05-10 2024-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 68,126 -5,003 -6.84 76,906 10.69 0.1108
2024-01-30 2023-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 73,129 -8,325 -10.22 69,478 -4.12 0.1048
2023-10-25 2023-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 81,454 -104 -0.13 72,461 -6.19 0.1218
2023-08-03 2023-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 81,558 -16,283 -16.64 77,242 -7.01 0.1172
2023-04-24 2023-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 97,841 -11,180 -10.25 83,065 -9.73 0.1283
2023-02-14 2022-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 109,021 7,883 7.79 92,017 29.35 0.1537
2022-10-07 2022-09-30 13F O'Reilly Automotive Common Stock 67103H107 101,138 624 0.62 71,135 12.02 0.1223
2022-08-10 2022-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 100,514 60,555 151.54 63,501 132.01 0.1017
2022-05-13 2022-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 39,959 -294 -0.73 27,370 -3.72 0.0367
2022-02-14 2021-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 40,253 2,287 6.02 28,428 22.53 0.0383
2021-11-08 2021-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 37,966 -5,778 -13.21 23,200 -6.33 0.0329
2021-08-11 2021-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 43,744 33,354 321.02 24,768 369.98 0.0344
2021-05-14 2021-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 10,390 3,777 57.11 5,270 76.08 0.0080
2021-02-10 2020-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 6,613 1,682 34.11 2,993 31.62 0.0065
2020-11-13 2020-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 4,931 926 23.12 2,274 34.64 0.0056
2020-08-13 2020-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 4,005 1,917 91.81 1,689 168.52 0.0045
2020-05-14 2020-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 2,088 242 13.11 629 -22.25 0.0020
2020-02-13 2019-12-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 1,846 733 65.86 809 82.21 0.0020
2019-11-14 2019-09-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 1,113 -9,045 -89.04 444 -88.17 0.0012
2019-08-23 2019-06-30 13F/A-1 O REILLY AUTOMOTIVE INC COM 67103H107 10,158 -228 -2.20 3,752 -6.97 0.0097
2019-08-14 2019-06-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 10,158 -228 3,752
2019-05-15 2019-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 10,386 -1,962 -15.89 4,033 -5.15 0.0097
2019-02-06 2018-12-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 12,348 10,515 573.65 4,252 567.50 0.0112
2018-11-15 2018-09-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 1,833 139 8.21 637 37.58 0.0015
2018-08-13 2018-06-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 1,694 281 19.89 463 32.29 0.0012
2018-05-14 2018-03-31 13F/A-1 O REILLY AUTOMOTIVE INC COM 67103H107 1,413 1,413 350 0.0009
2018-05-14 2018-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 1,413 350
2016-11-15 2016-09-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 0 -3,137 -100.00 0 -100.00
2016-08-12 2016-06-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 3,137 129 4.29 850 3.28 0.0048
2016-05-12 2016-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 3,008 1,484 97.38 823 113.21 0.0075
2016-02-12 2015-12-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 1,524 1,524 0.00 386 0.0024
2015-05-13 2015-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 0 -1,345 -100.00 0 -100.00
2015-02-11 2014-12-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 1,345 1,345 0.00 259 0.0013
2014-11-12 2014-09-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 0 -16,200 -100.00 0 -100.00
2014-08-11 2014-06-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 16,200 -7,550 -31.79 2,440 -30.76 0.0113
2014-05-14 2014-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 23,750 350 1.50 3,524 17.00 0.0173
2014-02-11 2013-12-31 13F/A-1 O REILLY AUTOMOTIVE INC COM 67103H107 23,400 -150 -0.64 3,012 0.23 0.0152
2014-02-03 2013-12-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 23,400 3,012
2013-11-12 2013-09-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 23,550 6,850 41.02 3,005 59.76 0.0152
2013-08-20 2013-06-30 13F/A-1 O REILLY AUTOMOTIVE INC COM 67103H107 16,700 16,700 1,881 0.0090
2013-08-09 2013-06-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 16,700 1,881 0.0090
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.