MORGAN STANLEY

Position in ORLY — O Reilly Automotive Inc

CIK 895421 NEW YORK, NY

Back to ORLY Full portfolio

Position in ORLY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,423,823,095

+$50,914,751 QoQ

Shares Held

15,461,213

+4.0% QoQ

Ownership

1.91%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

of 1,650 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Common Shares in ORLY Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $6,668,995,940 across 53 Auto Parts names. ORLY ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AUR	Aurora Innovation, Inc.	213,915,089	$1,458,900,902
2	ORLY	O Reilly Automotive Inc This page	15,461,213	$1,423,823,095
3	AZO	Autozone Inc	398,036	$1,272,099,127
4	GPC	Genuine Parts Co	2,145,716	$253,151,566
5	MGA	Magna International Inc	3,535,498	$232,140,794
6	LKQ	Lkq Corp	8,071,653	$212,526,616
7	MOD	Modine Manufacturing Co	776,527	$207,348,236
8	DORM	Dorman Products, Inc.	1,445,466	$197,233,828

All Filings in ORLY

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,423,823,095	15,461,213	+4.0%	Shares	Defined	2026-08-13
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	$1,635,310,980	1,141,515	-2.0%	Shares	Defined	2025-05-15
2024-12-31	$1,381,436,248	1,164,983	+0.1%	Shares	Defined	2025-05-15
2024-09-30	$1,340,390,413	1,163,938	+1.3%	Shares	Defined	2025-05-14
2024-06-30	$1,213,974,754	1,149,532	-1.6%	Shares	Defined	2025-05-14
2024-03-31	$1,319,088,952	1,168,493	-6.2%	Shares	Defined	2024-10-17
2023-12-31	$1,183,758,490	1,245,956	+6.0%	Shares	Defined	2024-08-16
2023-09-30	$1,068,389,141	1,175,526	-3.3%	Shares	Defined	2023-11-15
2023-06-30	$1,161,098,970	1,215,428	+1.0%	Shares	Defined	2023-08-14
2023-03-31	$1,021,638,506	1,203,371	+0.8%	Shares	Defined	2023-05-15
2022-12-31	$1,007,596,850	1,193,792	+113.8%	Shares	Defined	2023-02-14
2022-09-30	$392,733,755	558,376	-2.6%	Shares	Defined	2022-11-14
2022-06-30	$362,158,023	573,253	+100.5%	Shares	Defined	2022-10-27
2022-03-31	$195,838,280	285,912	-14.7%	Shares	Defined	2022-10-27
2021-12-31	$236,842,700	335,362	+5.4%	Shares	Defined	2022-02-14
2021-09-30	$194,461,736	318,237	+8.7%	Shares	Defined	2021-11-15
2021-06-30	$165,817,843	292,856	-0.0%	Shares	Defined	2021-08-23
2021-03-31	$148,604,101	292,960	+15.0%	Shares	Defined	2021-05-17
2020-12-31	$115,321,945	254,816	+53.9%	Shares	Defined	2021-02-16
2020-09-30	$76,347,088	165,583	+40.3%	Shares	Defined	2020-11-13
2020-06-30	$49,777,236	118,048	-11.4%	Shares	Defined	2020-08-14
2020-03-31	$40,117,616	133,259	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.