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Jefferies Financial Group’s O'Reilly Automotive ORLY Stock Holding History

Jefferies Financial Group’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.3M Buy
383,155
+370,235
+2,866% +$33.8M 0.23% 87
2026
Q1 		$1.19M Sell
12,920
-29,927
-70% -$2.81M 0.01% 854
2025
Q4 		$3.91M Buy
+42,847
New +$4.19M 0.02% 558
2025
Q1 		– Sell
-15,375
Closed -$1.22M – 1903
2024
Q4 		$1.22M Sell
15,375
-31,440
-67% -$2.54M 0.01% 819
2024
Q3 		$3.59M Buy
46,815
+40,290
+617% +$2.96M 0.03% 399
2024
Q2 		$459K Buy
6,525
+330
+5% +$22.8K ﹤0.01% 992
2024
Q1 		$466K Sell
6,195
-8,805
-59% -$616K ﹤0.01% 1080
2023
Q4 		$950K Buy
+15,000
New +$948K 0.01% 982
2023
Q3 		– Sell
-22,500
Closed -$1.43M – 1889
2023
Q2 		$1.43M Sell
22,500
-138,240
-86% -$8.44M 0.01% 780
2023
Q1 		$9.1M Buy
160,740
+135,480
+536% +$7.42M 0.07% 229
2022
Q4 		$1.42M Buy
+25,260
New +$1.36M 0.01% 774
2018
Q1 		– Sell
-31,455
Closed -$504K – 110
2017
Q4 		$504K Buy
+31,455
New +$468K 0.04% 65

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jefferies Financial Group's ORLY Position: Q2 2026 in Review

Jefferies Financial Group increased its O'Reilly Automotive (ORLY) stake by 2,866% in Q2 2026, buying an estimated $33.8M and bringing the position to 383,155 shares worth $35.3M. The position accounts for 0.23% of the portfolio, ranked #87.

Jefferies Financial Group first reported a position in ORLY in Q4 2017 and has held it in 12 quarters since. 1,666 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Jefferies Financial Group held 383,155 shares of O'Reilly Automotive worth $35.3M as of Q2 2026.
  • Jefferies Financial Group bought 370,235 O'Reilly Automotive shares in Q2 2026, an estimated $33.8M.
  • O'Reilly Automotive made up 0.23% of Jefferies Financial Group's portfolio in Q2 2026, its #87 holding.
  • Jefferies Financial Group first reported a position in O'Reilly Automotive in Q4 2017 and has held it in 12 quarters since.
  • 1,666 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.