MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in ORLY — O Reilly Automotive Inc

CIK 912938 Boston, MA

Position in ORLY

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$671,028,987

-$58,988,850 QoQ

Shares Held

7,269,299

-9.2% QoQ

Ownership

0.877%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 74.2885662015003.ToString("F0")% Shared 19.894848182747747.ToString("F0")% None 5.816585615751945.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $1,661,520,803 across 13 Auto Parts names. ORLY ranks #1 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc This page	7,269,299	$671,028,987
2	LKQ	Lkq Corp	9,653,122	$283,512,190
3	LEA	Lear Corp	1,752,046	$212,137,727
4	MOD	Modine Manufacturing Co	608,498	$131,867,598
5	VGNT	Versigent PLC	2,661,893	$84,781,287
6	ALV	Autoliv Inc	788,438	$82,912,138
7	APTV	Aptiv PLC	846,448	$58,777,346
8	VC	Visteon Corp	539,137	$49,120,771

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$671,028,987	7,269,299	-9.2%	Shares	Defined	2026-05-14
2025-12-31	$730,017,837	8,003,704	+1.1%	Shares	Sole	2026-01-22
2025-09-30	$853,264,937	7,914,525	-13.5%	Shares	Sole	2025-10-29
2025-06-30	$824,934,290	9,152,716	+1467.8%	Shares	Sole	2025-08-08
2025-03-31	$55,757,137	583,812	+33.9%	Shares	Sole	2025-05-02
2024-12-31	$34,459,962	435,908	-27.5%	Shares	Sole	2025-02-12
2024-09-30	$46,187,735	601,612	+28.4%	Shares	Sole	2024-11-12
2024-06-30	$32,982,368	468,473	-38.4%	Shares	Sole	2024-08-09
2024-03-31	$57,214,821	760,242	-8.7%	Shares	Sole	2024-05-14
2023-12-31	$52,754,356	832,893	-0.1%	Shares	Sole	2024-02-08
2023-09-30	$50,500,890	833,476	-12.1%	Shares	Sole	2023-11-08
2023-06-30	$60,411,479	948,573	-4.4%	Shares	Sole	2023-08-09
2023-03-31	$56,131,644	991,748	+0.5%	Shares	Sole	2023-05-10
2022-12-31	$55,533,546	986,935	+25.0%	Shares	Sole	2023-02-13
2022-09-30	$37,013,509	789,369	+88.8%	Shares	Sole	2022-11-09
2022-06-30	$17,606,924	418,045	+13.0%	Shares	Sole	2022-08-09
2022-03-31	$16,886,818	369,806	+40.5%	Shares	Sole	2022-05-11
2021-12-31	$12,393,675	263,236	+1.2%	Shares	Sole	2022-02-10
2021-09-30	$10,599,559	260,193	-1.0%	Shares	Sole	2021-11-10
2021-06-30	$9,919,308	262,782	+12.9%	Shares	Sole	2021-08-13
2021-03-31	$7,871,850	232,780	-2.8%	Shares	Sole	2021-05-13
2020-12-31	$7,223,520	239,417	+4.6%	Shares	Sole	2021-05-12
2020-09-30	$7,035,595	228,884	-23.1%	Shares	Sole	2020-11-12
2020-06-30	$8,368,367	297,687	-25.0%	Shares	Sole	2020-11-20
2020-03-31	$7,963,514	396,787	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.