O'Reilly Automotive, Inc.
MX ˙ BMV ˙ US67103H1077
SecurityMX:ORLY / O'Reilly Automotive, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership2,299,145 shares
Latest Disclosed Value $ 212,234,338
Stifel Financial Corp reports 0.34% increase in ownership of ORLY / O'Reilly Automotive, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 2,299,145 shares of O'Reilly Automotive, Inc. (MX:ORLY) valued at $212,234,338 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,291,308 shares of O'Reilly Automotive, Inc.. This represents a change in shares of 0.34% 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)
2026-05-12 2026-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 2,299,145 7,837 0.34 212,234 1.55 0.1951
2026-02-13 2025-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 2,291,308 -26,135 -1.13 208,990 -16.35 0.1880
2025-11-12 2025-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 2,317,443 -59,248 -2.49 249,843 16.63 0.2281
2025-08-14 2025-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 2,376,691 2,218,738 1,404.68 214,213 -5.33 0.2084
2025-05-14 2025-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 157,953 543 0.34 226,280 21.23 0.2405
2025-02-13 2024-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 157,410 117,542 294.83 186,657 306.56 0.1944
2024-11-14 2024-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 39,868 -968 -2.37 45,912 6.46 0.0481
2024-08-13 2024-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 40,836 780 1.95 43,125 -4.63 0.0485
2024-05-14 2024-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 40,056 3,328 9.06 45,219 29.59 0.0515
2024-02-12 2023-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 36,728 2,535 7.41 34,894 12.29 0.0439
2023-11-13 2023-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 34,193 2,825 9.01 31,077 3.70 0.0437
2023-08-14 2023-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 31,368 -25,473 -44.81 29,966 -37.90 0.0410
2023-05-12 2023-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 56,841 -22,493 -28.35 48,257 -27.93 0.0692
2023-02-13 2022-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 79,334 3,450 4.55 66,960 25.45 0.1005
2022-11-14 2022-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 75,884 12,590 19.89 53,373 33.48 0.0874
2022-08-15 2022-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 63,294 30,803 94.80 39,986 79.67 0.0626
2022-05-13 2022-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 32,491 -11,341 -25.87 22,255 -28.10 0.0304
2022-02-14 2021-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 43,832 7,417 20.37 30,954 39.11 0.0409
2021-11-15 2021-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 36,415 -775 -2.08 22,251 5.68 0.0326
2021-08-13 2021-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 37,190 -21,790 -36.94 21,056 -29.62 0.0315
2021-05-14 2021-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 58,980 21,453 57.17 29,918 76.17 0.0493
2021-02-12 2020-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 37,527 -4,392 -10.48 16,982 -12.14 0.0303
2020-11-16 2020-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 41,919 1,839 4.59 19,329 14.37 0.0398
2020-08-14 2020-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 40,080 538 1.36 16,900 41.34 0.0389
2020-05-14 2020-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 39,542 -5,781 -12.76 11,957 -39.90 0.0330
2020-02-13 2019-12-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 45,323 976 2.20 19,896 12.41 0.0415
2019-11-19 2019-09-30 13F/A-1 O REILLY AUTOMOTIVE INC COM 67103H107 44,347 5,493 14.14 17,700 23.41 0.0452
2019-11-13 2019-09-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 44,456 5,602 17,744 9,946.4014
2019-08-14 2019-06-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 38,854 -2,750 -6.61 14,343 -10.98 0.0370
2019-05-14 2019-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 41,604 621 1.52 16,113 14.27 0.0455
2019-02-13 2018-12-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 40,983 -2,067 -4.80 14,101 -5.77 0.0456
2018-11-13 2018-09-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 43,050 3,017 7.54 14,965 36.89 0.0429
2018-08-14 2018-06-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 40,033 5,187 14.89 10,932 27.10 0.0335
2018-05-11 2018-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 34,846 921 2.71 8,601 5.34 0.0271
2018-02-14 2017-12-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 33,925 -69,892 -67.32 8,165 -63.48 0.0259
2017-11-13 2017-09-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 103,817 -16,014 -13.36 22,357 -14.67 0.0776
2017-08-14 2017-06-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 119,831 -17,393 -12.67 26,202 -29.25 0.0973
2017-05-10 2017-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 137,224 4,889 3.69 37,036 0.50 0.1434
2017-02-16 2016-12-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 132,335 16,561 14.30 36,852 13.64 0.1565
2016-11-15 2016-09-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 115,774 2,726 2.41 32,428 5.80 0.1458
2016-08-17 2016-06-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 113,048 20,914 22.70 30,649 21.56 0.1418
2016-05-16 2016-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 92,134 83,441 959.86 25,213 1,044.48 0.1344
2016-03-21 2015-12-31 13F/A-2 O REILLY AUTOMOTIVE INC COM 67103H107 8,693 -776 -8.20 2,203 -6.93 0.0115
2016-02-26 2015-12-31 13F/A-1 O REILLY AUTOMOTIVE INC COM 67103H107 8,686 -7 2,202 0.0115
2016-02-16 2015-12-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 8,686 7,135
2015-11-16 2015-09-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 9,469 1,729 22.34 2,367 35.88 0.0133
2015-08-17 2015-06-30 13F/A-1 O REILLY AUTOMOTIVE INC COM 67103H107 7,740 -175 -2.21 1,742 1.81 0.0090
2015-08-17 2015-06-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 6,820 1,541
2015-05-14 2015-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 7,915 526 7.12 1,711 20.32 0.0094
2015-02-13 2014-12-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 7,389 1,890 34.37 1,422 71.95 0.0079
2014-11-13 2014-09-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 5,499 -909 -14.19 827 -14.30 0.0073
2014-08-14 2014-06-30 13F O REILLY AUTOMOTIVE INC COM 67103H107 6,408 1,471 29.80 965 31.65 0.0087
2014-05-15 2014-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 4,937 4,937 733 0.0070
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.