The cluster is small relative to ODFL's market cap and the 45-day reporting lag means these positions may have been adjusted since quarter-end. Monitor upcoming 13F filings for confirmation and watch for insider buying patterns to corroborate the institutional thesis.
Executive Summary
Four asset managers accumulated ODFL shares in Q3 2026, led by Assenagon Asset Management nearly tripling its position to $90.9M.
Key Financial Metrics
Institutional Positions
Net institutional flow: $58.2M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +209.5% | $90.9M | $54.3M |
| Mather Group | DOUBLED | +111.9% | $5.9M | $2.4M |
| Concurrent Investment Advisors | DOUBLED | +180.9% | $2.4M | $1.3M |
| Farther Finance Advisors | ADD | +41% | $662.0K | $76.0K |
Key Facts
- 4 institutional buyers, 0 sellers in Q3 2026
- Aggregate net buying of $58.2M (total current holdings $99.9M)
- Assenagon Asset Management doubled its position (+209.5% shares) to $90.9M, representing 91% of total cluster holdings
- Mather Group doubled (+111.9%) to $5.9M; Concurrent Investment Advisors nearly doubled (+180.9%) to $2.4M
- All four buyers are active asset managers — no passive/index fund involvement
Financial Impact
4 institutions accumulated $58.2M in net new ODFL positions during Q3 2026, with total disclosed holdings of $99.9M
Risk Factors
- 13F data is stale (45-day lag); positions may have been unwound
- Small cluster size ($99.9M total) limits signal strength
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ODFL-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 5d ago | 8-K | $189.89 | awaiting T+5 | — | — |
Oct 16, 2026 11d ago | Institutional Cluster | $187.72 $182.70 | ▼ −2.67% | ▼ −2.24% | — |
Sep 22, 2026 5w ago | 8-K | $176.74 $177.37 | ▲ +0.36% | ▲ +1.54% | — |
Sep 3, 2026 7w ago | 8-K | $185.75 $179.79 | ▼ −3.21% | ▼ −2.06% | — |
Jul 29, 2026 12w ago | 8-K | $222.79 $215.45 | ▼ −3.29% | ▼ −8.82% | — |
Jul 23, 2026 13w ago | 8-K | $230.71 $212.47 | ▼ −7.91% | ▼ −8.38% | — |
Jun 3, 2026 20w ago | 8-K | $235.24 $235.95 | ▲ +0.30% | ▲ +4.12% | — |
May 21, 2026 22w ago | 8-K | $207.46 $225.10 | ▲ +8.50% | ▲ +6.65% | — |
Apr 29, 2026 25w ago | 8-K | $208.82 $200.35 | ▼ −4.06% | ▼ −7.17% | — |
Feb 28, 2026 34w ago | Institutional Cluster | $207.59 $196.63 | ▼ −5.28% | ▼ −4.07% | — |
US Market Status
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