MORGAN STANLEY

Position in ORLY — O Reilly Automotive Inc

CIK 895421 NEW YORK, NY

Back to ORLY Full portfolio

Position in ORLY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,372,908,344

-$77,251,566 QoQ

Shares Held

14,872,802

-6.5% QoQ

Ownership

1.79%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 76.64288813903393.ToString("F0")% Shared 0.ToString("F0")% None 23.35711186096608.ToString("F0")%

Common Shares in ORLY Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Mar 31, 2026

MORGAN STANLEY holds $5,901,984,455 across 53 Auto Parts names. ORLY ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AZO	Autozone Inc	446,134	$1,506,942,494
2	ORLY	O Reilly Automotive Inc This page	14,872,802	$1,372,908,344
3	AUR	Aurora Innovation, Inc.	192,442,063	$792,861,295
4	LKQ	Lkq Corp	10,431,888	$306,384,542
5	GPC	Genuine Parts Co	2,417,318	$255,631,375
6	MGA	Magna International Inc	4,219,916	$235,513,507
7	APTV	Aptiv PLC	2,345,138	$162,846,377
8	DORM	Dorman Products, Inc.	1,415,141	$147,684,108

All Filings in ORLY

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,372,908,344	14,872,802	-6.5%	Shares	Defined	2026-05-15
2025-12-31	$1,450,159,910	15,899,133	-4.4%	Shares	Defined	2026-05-27
2025-09-30	$1,792,460,694	16,626,108	+0.2%	Shares	Defined	2026-05-27
2025-06-30	$1,495,917,345	16,597,330	+1354.0%	Shares	Defined	2025-08-15
2025-03-31	$109,020,723	1,141,515	-2.0%	Shares	Defined	2025-05-15
2024-12-31	$92,095,742	1,164,983	+0.1%	Shares	Defined	2025-05-15
2024-09-30	$89,359,352	1,163,938	+1.3%	Shares	Defined	2025-05-14
2024-06-30	$80,931,644	1,149,532	-1.6%	Shares	Defined	2025-05-14
2024-03-31	$87,939,257	1,168,493	-6.2%	Shares	Defined	2024-10-17
2023-12-31	$78,917,223	1,245,956	+6.0%	Shares	Defined	2024-08-16
2023-09-30	$71,225,934	1,175,526	-3.3%	Shares	Defined	2023-11-15
2023-06-30	$77,406,590	1,215,428	+1.0%	Shares	Defined	2023-08-14
2023-03-31	$68,109,227	1,203,371	+0.8%	Shares	Defined	2023-05-15
2022-12-31	$67,173,114	1,193,792	+113.8%	Shares	Defined	2023-02-14
2022-09-30	$26,182,246	558,376	-2.6%	Shares	Defined	2022-11-14
2022-06-30	$24,143,862	573,253	+100.5%	Shares	Defined	2022-10-27
2022-03-31	$13,055,879	285,912	-14.7%	Shares	Defined	2022-10-27
2021-12-31	$15,789,509	335,362	+5.4%	Shares	Defined	2022-02-14
2021-09-30	$12,964,111	318,237	+8.7%	Shares	Defined	2021-11-15
2021-06-30	$11,054,518	292,856	-0.0%	Shares	Defined	2021-08-23
2021-03-31	$9,906,935	292,960	+15.0%	Shares	Defined	2021-05-17
2020-12-31	$7,688,125	254,816	+53.9%	Shares	Defined	2021-02-16
2020-09-30	$5,089,801	165,583	+40.3%	Shares	Defined	2020-11-13
2020-06-30	$3,318,478	118,048	-11.4%	Shares	Defined	2020-08-14
2020-03-31	$2,674,503	133,259	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.