Position in ODFL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$650,927,221
+$256,509,841 QoQ
Shares Held
3,331,255
+32.4% QoQ
Ownership
1.60%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in ODFL Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Mar 31, 2026MORGAN STANLEY holds $1,544,392,025 across 14 Trucking names. ODFL ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
This page
|
3,331,255 | $650,927,221 | |
| 2 | SAIA |
Saia Inc
|
807,731 | $283,739,741 | |
| 3 | XPO |
XPO, Inc.
|
1,026,370 | $199,680,278 | |
| 4 | KNX |
Knight-Swift Transportation Holdings Inc.
|
3,389,820 | $195,185,830 | |
| 5 | TFII |
TFI International Inc.
|
520,631 | $56,556,142 | |
| 6 | SNDR |
Schneider National, Inc.
|
1,977,417 | $52,124,709 | |
| 7 | ARCB |
Arcbest Corp /De/
|
483,808 | $47,587,352 | |
| 8 | RXO |
RXO, Inc.
|
1,249,014 | $18,260,580 |
All Filings in ODFL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $215,826,059 | 1,064,940 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $196,697,730 | 961,518 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $165,011,653 | 892,558 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $153,610,446 | 901,364 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $114,069,479 | 803,929 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $89,503,710 | 719,570 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $89,316,009 | 697,019 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $125,696,637 | 841,681 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $137,023,901 | 764,685 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $110,502,238 | 772,797 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $75,303,598 | 593,409 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $43,155,634 | 359,017 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $38,627,094 | 395,810 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $35,848,391 | 396,290 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $34,531,743 | 407,238 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $16,697,122 | 254,413 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||