National Pension Service
ORLY icon

National Pension Service’s O'Reilly Automotive ORLY Stock Holding History

National Pension Service’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 		$210M Buy
2,279,184
+43,770
+2% +$3.99M 0.14% 162
2026
Q1 		$206M Buy
2,235,414
+107,741
+5% +$10.1M 0.16% 155
2025
Q4 		$194M Buy
2,127,673
+37,408
+2% +$3.65M 0.14% 163
2025
Q3 		$225M Buy
2,090,265
+34,709
+2% +$3.49M 0.18% 134
2025
Q2 		$185M Buy
2,055,556
+46,111
+2% +$4.2M 0.16% 153
2025
Q1 		$192M Buy
2,009,445
+101,955
+5% +$8.87M 0.18% 132
2024
Q4 		$151M Buy
1,907,490
+18,990
+1% +$1.53M 0.14% 163
2024
Q3 		$145M Buy
1,888,500
+160,470
+9% +$11.8M 0.14% 165
2024
Q2 		$122M Buy
1,728,030
+11,325
+0.7% +$783K 0.14% 160
2024
Q1 		$129M Buy
1,716,705
+21,420
+1% +$1.5M 0.16% 156
2023
Q4 		$107M Buy
1,695,285
+36,915
+2% +$2.33M 0.15% 159
2023
Q3 		$101M Buy
1,658,370
+13,200
+0.8% +$828K 0.16% 144
2023
Q2 		$103M Sell
1,645,170
-251,655
-13% -$15.4M 0.17% 147
2023
Q1 		$106M Sell
1,896,825
-81,825
-4% -$4.48M 0.19% 119
2022
Q4 		$111M Sell
1,978,650
-71,760
-3% -$3.86M 0.22% 106
2022
Q3 		$97.3M Buy
2,050,410
+90,150
+5% +$4.2M 0.2% 112
2022
Q2 		$82.6M Buy
1,960,260
+209,505
+12% +$9.01M 0.17% 138
2022
Q1 		$79.9M Buy
1,750,755
+124,620
+8% +$5.57M 0.15% 155
2021
Q4 		$76.6M Sell
1,626,135
-124,530
-7% -$5.39M 0.13% 164
2021
Q3 		$71.3M Buy
1,750,665
+52,995
+3% +$2.12M 0.14% 166
2021
Q2 		$64.1M Buy
1,697,670
+13,275
+0.8% +$476K 0.12% 193
2021
Q1 		$57M Sell
1,684,395
-148,005
-8% -$4.59M 0.12% 205
2020
Q4 		$55.3M Buy
1,832,400
+52,620
+3% +$1.59M 0.13% 183
2020
Q3 		$54.3M Hold
1,779,780
– – 0.14% 157
2020
Q2 		$50M Buy
1,779,780
+20,310
+1% +$531K 0.14% 158
2020
Q1 		$35.3M Buy
1,759,470
+34,530
+2% +$882K 0.12% 192
2019
Q4 		$50.4M Sell
1,724,940
-26,055
-1% -$745K 0.14% 186
2019
Q3 		$46.5M Buy
1,750,995
+82,965
+5% +$2.14M 0.15% 183
2019
Q2 		$41.1M Buy
1,668,030
+77,115
+5% +$1.95M 0.14% 195
2019
Q1 		$41.2M Buy
1,590,915
+58,350
+4% +$1.41M 0.16% 157
2018
Q4 		$39.1M Buy
1,532,565
+73,875
+5% +$1.68M 0.16% 158
2018
Q3 		$33.8M Sell
1,458,690
-5,595
-0.4% -$119K 0.14% 180
2018
Q2 		$27M Buy
1,464,285
+26,940
+2% +$469K 0.12% 208
2018
Q1 		$23.7M Sell
1,437,345
-86,880
-6% -$1.47M 0.12% 226
2017
Q4 		$24.4M Buy
1,524,225
+117,585
+8% +$1.75M 0.12% 216
2017
Q3 		$20.2M Buy
1,406,640
+55,650
+4% +$735K 0.11% 234
2017
Q2 		$19.5M Buy
1,350,990
+128,655
+11% +$2.1M 0.12% 234
2017
Q1 		$22.2M Buy
1,222,335
+67,740
+6% +$1.22M 0.15% 179
2016
Q4 		$21.4M Buy
1,154,595
+29,100
+3% +$532K 0.15% 193
2016
Q3 		$21M Buy
1,125,495
+85,575
+8% +$1.6M 0.17% 153
2016
Q2 		$18.8M Buy
1,039,920
+79,695
+8% +$1.41M 0.17% 152
2016
Q1 		$17.5M Buy
960,225
+35,505
+4% +$606K 0.18% 147
2015
Q4 		$15.6M Buy
924,720
+51,825
+6% +$899K 0.16% 155
2015
Q3 		$14.5M Buy
872,895
+49,635
+6% +$801K 0.18% 144
2015
Q2 		$12.4M Buy
823,260
+103,590
+14% +$1.54M 0.16% 166
2015
Q1 		$10.4M Buy
719,670
+237,585
+49% +$3.19M 0.15% 186
2014
Q4 		$6.19M Sell
482,085
-89,070
-16% -$1.04M 0.1% 242
2014
Q3 		$5.72M Buy
+571,155
New +$5.83M 0.09% 265

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

National Pension Service's ORLY Position: Q2 2026 in Review

National Pension Service increased its O'Reilly Automotive (ORLY) stake by 2% in Q2 2026, buying an estimated $3.99M and bringing the position to 2,279,184 shares worth $210M. The position accounts for 0.14% of the portfolio, ranked #162.

National Pension Service first reported a position in ORLY in Q3 2014 and has held it in 48 quarters since. The position peaked at $225M in Q3 2025. 1,369 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • National Pension Service held 2,279,184 shares of O'Reilly Automotive worth $210M as of Q2 2026.
  • National Pension Service bought 43,770 O'Reilly Automotive shares in Q2 2026, an estimated $3.99M.
  • O'Reilly Automotive made up 0.14% of National Pension Service's portfolio in Q2 2026, its #162 holding.
  • National Pension Service first reported a position in O'Reilly Automotive in Q3 2014 and has held it in 48 quarters since.
  • National Pension Service's O'Reilly Automotive position peaked at $225M in Q3 2025.
  • 1,369 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on National Pension Service's 13F filing for Q2 2026, filed 13 Aug 2026.