13F QoQ Ownership Changes
ORLY Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 2 new · 3 added · 8 reduced · 3 exited
New Positions(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Legato Capital Management LLC | 9,017 | +9,017 | $822.4K | +$822.4K | — |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 6,181 | +6,181 | $563.8K | +$563.8K | — |
Added To(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FORBES J M & CO LLP | 74,359 | +909 | $6.8M | -$1.1M | 1.2% |
| Douglass Winthrop Advisors, LLC | 9,345 | +15 | $852.4K | -$153.5K | 0.2% |
| Ancora Advisors LLC | 5,574 | +345 | $508.4K | -$55.3K | 6.6% |
Reduced(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| DF DENT & CO INC | 488,052 | -9,579 | $44.5M | -$9.1M | -1.9% |
| BARR E S & CO | 197,583 | -1,675 | $18.0M | -$3.5M | -0.8% |
| MITCHELL CAPITAL MANAGEMENT CO | 62,541 | -1,361 | $5.7M | -$1.2M | -2.1% |
| GLOBALT Investments LLC / GA | 31,514 | -1,223 | $2.9M | -$655.0K | -3.7% |
| SVB WEALTH LLC | 17,403 | -198 | $1.6M | -$310.2K | -1.1% |
| Calydon Capital | 7,917 | -134 | $722.1K | -$145.9K | -1.7% |
| ISTHMUS PARTNERS, LLC | 3,525 | 0 | $321.5K | -$58.5K | 0.0% |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 5,835 | 0 | $532 | -$97 | 0.0% |
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 0 | -8,720 | $0 | -$940.1K | — |
| Curbstone Financial Management Corp | 0 | -3,750 | $0 | -$404.3K | — |
| BAHL & GAYNOR INC | 0 | -2,100 | $0 | -$226.4K | — |