Position in ODFL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$557,945,564
-$92,981,657 QoQ
Shares Held
2,575,926
-22.7% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#14
of 1,022 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in ODFL Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $1,626,257,906 across 14 Trucking names. ODFL ranks #1 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
This page
|
2,575,926 | $557,945,564 | |
| 2 | SAIA |
Saia Inc
|
669,140 | $281,814,997 | |
| 3 | KNX |
Knight-Swift Transportation Holdings Inc.
|
3,295,823 | $256,645,728 | |
| 4 | XPO |
XPO, Inc.
|
1,019,999 | $209,395,586 | |
| 5 | TFII |
TFI International Inc.
|
704,922 | $101,205,646 | |
| 6 | ARCB |
Arcbest Corp /Tx/
|
437,172 | $62,751,665 | |
| 7 | SNDR |
Schneider National, Inc.
|
1,323,064 | $48,331,521 | |
| 8 | RXO |
RXO, Inc.
|
1,706,328 | $47,077,587 |
All Filings in ODFL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,945,564 | 2,575,926 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $650,927,221 | 3,331,255 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $394,417,380 | 2,515,417 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $431,993,840 | 3,068,574 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $552,289,691 | 3,402,894 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $486,188,881 | 2,938,585 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $471,207,260 | 2,671,243 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $449,668,113 | 2,263,734 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $469,947,251 | 2,661,083 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $422,558,167 | 1,926,762 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $431,652,122 | 1,064,940 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $393,395,468 | 961,518 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $330,023,314 | 892,558 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $307,220,898 | 901,364 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $228,138,966 | 803,929 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $179,007,425 | 719,570 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $178,632,024 | 697,019 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $251,393,277 | 841,681 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $274,047,806 | 764,685 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $221,004,482 | 772,797 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $150,607,202 | 593,409 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $86,311,272 | 359,017 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $77,254,192 | 395,810 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $71,696,785 | 396,290 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $69,063,489 | 407,238 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $33,394,248 | 254,413 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||