13FPulse
OD

ODC OIL-DRI CORP OF AMERICA

2026Q2 · CUSIP 677864100 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
161
Institutions that reported holding it to the SEC
Net increase in holders
+22
Last quarter 139 → now 161
How unusual is that
Top 20%
Stronger buying than 85% of US stocks
What the filings say, in one paragraph

161 funds held ODC at the end of 2026Q2, up 22 from the quarter before. That is stronger buying than 84.7% of US stocks — among the most piled-into names this quarter. ODC has had 6 buying rushes in its history, and the price moved +20.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=56 2013Q4: holders=66 2014Q1: holders=62 2014Q2: holders=59 2014Q3: holders=57 2014Q4: holders=53 2015Q1: holders=55 2015Q2: holders=53 2015Q3: holders=54 2015Q4: holders=63 2016Q1: holders=74 2016Q2: holders=75 2016Q3: holders=72 2016Q4: holders=77 2017Q1: holders=67 2017Q2: holders=67 2017Q3: holders=73 2017Q4: holders=76 2018Q1: holders=73 2018Q2: holders=75 2018Q3: holders=72 2018Q4: holders=69 2019Q1: holders=67 2019Q2: holders=66 2019Q3: holders=66 2019Q4: holders=66 2020Q1: holders=68 2020Q2: holders=70 2020Q3: holders=69 2020Q4: holders=67 2021Q1: holders=67 2021Q2: holders=63 2021Q3: holders=65 2021Q4: holders=62 2022Q1: holders=61 2022Q2: holders=57 2022Q3: holders=48 2022Q4: holders=52 2023Q1: holders=63 2023Q2: holders=81 2023Q3: holders=88 2023Q4: holders=91 2024Q1: holders=90 2024Q2: holders=90 2024Q3: holders=87 2024Q4: holders=98 2025Q1: holders=113 2025Q2: holders=124 2025Q3: holders=151 2025Q4: holders=135 2026Q1: holders=139 2026Q2: holders=161 -27 -13.5 +0 +13.5 +27 43107170 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 6 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q3 Top 20% -13.3% +13.9%
2025Q1 Top 20% +24.3% +20.9%
2023Q2 Top 20% -11.4% -12.3%
2023Q1 Top 20% +46.9% +60.8%
2016Q1 Top 20% +13.8% +20.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
95
Change in large funds
+15
Total value they hold
$791M
Funds buying for the first time
32
Funds that sold out entirely
10
Price change that quarter
+19.0%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.