Oracle Corp
ORCL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001341439
In the last 90 days, Oracle Corp insiders filed 0 open-market purchases and 3 sales; 3,536 institutions reported holding it in 13F filings for Q2 2026, worth $188.7B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and Weitz Investment Management.
Other share classesORCL.PD
13F holders, Q2 2021
Institutional positions in Oracle Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,101
- +78 vs. Q1 2021
- Shares held
- 1.26B
- −68.3M (−5.1%) vs. Q1 2021
- Total value
- $98.1B
- +$4.88B (+5.2%) vs. Q1 2021
- New holders
- 154
- 660 more added
- Sold out
- 76
- 971 more reduced
22 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ORCL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,536 | $188.7B |
| Q1 2026 | 3,507 | $177.8B |
| Q4 2025 | 3,779 | $242.8B |
| Q3 2025 | 3,832 | $348.7B |
| Q2 2025 | 3,630 | $271.4B |
| Q1 2025 | 3,259 | $171.9B |
| Q4 2024 | 3,356 | $204.5B |
| Q3 2024 | 3,077 | $206.6B |
| Q2 2024 | 2,926 | $169.3B |
| Q1 2024 | 2,820 | $148.6B |
| Q4 2023 | 2,701 | $124.2B |
| Q3 2023 | 2,536 | $124.0B |
| Q2 2023 | 2,570 | $138.9B |
| Q1 2023 | 2,356 | $107.5B |
| Q4 2022 | 2,304 | $93.7B |
| Q3 2022 | 2,108 | $68.7B |
| Q2 2022 | 2,196 | $78.5B |
| Q1 2022 | 2,271 | $93.0B |
| Q4 2021 | 2,303 | $98.6B |
| Q3 2021 | 2,112 | $101.6B |
| Q2 2021 | 2,101 | $98.1B |
| Q1 2021 | 2,045 | $93.5B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WestEnd Advisors, LLC | – | $934 | 0.00% | – | New |
| Lloyd Advisory Services, LLC. | 17 | $1.00K | 0.00% | −205−92.3% | Reduced |
| Highlander Capital Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | +14 | New |
| Lenox Wealth Advisors, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 35 | $3.00K | 0.00% | −8,242−99.6% | Reduced |
| Carolina Wealth Advisors, LLC | 40 | $3.00K | 0.00% | −133−76.9% | Reduced |
| JCIC Asset Management Inc. | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 259,645 | $3.34K | 0.13% | +256,312+7,690.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 48 | $4.00K | 0.00% | +48 | New |
| Longfellow Investment Management Co LLC | 55 | $5.00K | 0.00% | −10,991−99.5% | Reduced |
| Cordasco Financial Network | 63 | $5.00K | 0.00% | −900−93.5% | Reduced |
| Sageworth Trust Co | 60 | $5.00K | 0.00% | −430−87.8% | Reduced |
| Retirement Group, LLC | 69 | $5.00K | 0.00% | +20+40.8% | Added |
| Navigation Wealth Management, Inc. | 67 | $5.00K | 0.00% | +67 | New |
| Lake Point Wealth Management | 75 | $6.00K | 0.00% | +75 | New |
| Mizuho Securities Co. Ltd. | 88 | $7.00K | 0.00% | −1,376−94.0% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 89 | $7.00K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $7.00K | 0.00% | +100 | New |
| ClariVest Asset Management LLC | 103 | $8.00K | 0.00% | −68−39.8% | Reduced |
| NewSquare Capital LLC | 109 | $8.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 100 | $8.00K | 0.00% | +100 | New |
| Globeflex Capital L P | 118 | $9.00K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 113 | $9.00K | 0.00% | +113 | New |
| Sound Income Strategies, LLC | 129 | $10.0K | 0.00% | −503−79.6% | Reduced |
| Corbenic Partners LLC | 130 | $10.0K | 0.00% | −130−50.0% | Reduced |
| Heritage Wealth Management, LLC | 126 | $10.0K | 0.00% | −65−34.0% | Reduced |
| Bellwether Advisors, LLC | 135 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 125 | $10.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 125 | $10.0K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 123 | $10.0K | 0.00% | +123 | New |
| Perennial Advisors, LLC | 140 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 140 | $11.0K | 0.00% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 146 | $11.0K | 0.00% | +146 | New |
| Pacifica Partners Inc. | 162 | $13.0K | 0.01% | −13,510−98.8% | Reduced |
| HighMark Wealth Management LLC | 166 | $13.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 167 | $13.0K | 0.01% | +1+0.6% | Added |
| Lowe Wealth Advisors, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| HWG Holdings LP | 200 | $16.0K | 0.01% | +200 | New |
| Personal Wealth Partners | 210 | $16.0K | 0.01% | +210 | New |
| Alaethes Wealth LLC | 210 | $16.0K | 0.01% | +210 | New |
| Holloway Wealth Management, LLC | – | $17.0K | 0.01% | – | – |
| Atlas Private Wealth Advisors | 217 | $17.0K | 0.01% | +15+7.4% | Added |
| Financial Enhancement Group LLC | 235 | $18.0K | 0.00% | −66−21.9% | Reduced |
| IMA Wealth, Inc. | 228 | $18.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 238 | $18.5K | 0.01% | −11−4.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 250 | $19.0K | 0.01% | −150−37.5% | Reduced |
| First National Bank of South Miami | 239 | $19.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 246 | $19.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 252 | $20.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 270 | $21.0K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 270 | $21.0K | 0.01% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 281 | $22.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 300 | $23.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 299 | $23.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 298 | $23.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 291 | $23.0K | 0.01% | +194+200.0% | Added |
| Fred Alger Management, LLC | 296 | $23.0K | 0.00% | +296 | New |
| Mach-1 Financial Group, Inc. | 345 | $26.0K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 346 | $27.0K | 0.01% | −42−10.8% | Reduced |
| Pittenger & Anderson Inc | 350 | $27.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 350 | $27.0K | 0.02% | +200+133.3% | Added |
| Financial Insights, Inc. | 360 | $28.0K | 0.02% | +360 | New |
| Baldrige Asset Management LLC | 360 | $28.0K | 0.01% | +360 | New |
| MBM Wealth Consultants, LLC | 395 | $31.0K | 0.01% | −205−34.2% | Reduced |
| Savior LLC | 396 | $31.0K | 0.03% | −162−29.0% | Reduced |
| Ellis Investment Partners, LLC | 398 | $31.0K | 0.01% | −24−5.7% | Reduced |
| Cowen Prime Services LLC | 394 | $31.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 400 | $31.0K | 0.03% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 394 | $31.0K | 0.01% | +394 | New |
| Johnson Midwest Financial, LLC | 410 | $32.0K | 0.03% | +2+0.5% | Added |
| Legacy Bridge, LLC | 430 | $33.0K | 0.02% | 00.0% | Unchanged |
| QVR LLC | 429 | $33.0K | 0.08% | +429 | New |
| Emfo, LLC | 444 | $35.0K | 0.03% | +444 | New |
| tru Independence LLC | 480 | $37.0K | 0.01% | +480 | New |
| McCarthy Asset Management, Inc. | 484 | $38.0K | 0.03% | +330+214.3% | Added |
| Investors Research Corp | 500 | $39.0K | 0.01% | −67−11.8% | Reduced |
| Baron Financial Group, LLC | 502 | $39.0K | 0.02% | +2+0.4% | Added |
| Atticus Wealth Management, LLC | 514 | $40.0K | 0.02% | +75+17.1% | Added |
| Filbrandt Wealth Management, LLC | 524 | $41.0K | 0.02% | +2+0.4% | Added |
| Tortoise Investment Management, LLC | 532 | $41.0K | 0.01% | +182+52.0% | Added |
| Standard Family Office LLC | 544 | $42.0K | 0.01% | +450+478.7% | Added |
| Resolute Partners Group | 554 | $43.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 592 | $46.0K | 0.00% | −65−9.9% | Reduced |
| American Research & Management Co. | 594 | $46.0K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 610 | $47.0K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 600 | $47.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 608 | $47.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 610 | $47.5K | 0.02% | −1,500−71.1% | Reduced |
| CKW Financial Group | 639 | $51.0K | 0.01% | +639 | New |
| USA Financial Portformulas Corp | 684 | $53.0K | 0.04% | −554−44.7% | Reduced |
| Cedar Wealth Management, LLC | 704 | $55.0K | 0.02% | −243−25.7% | Reduced |
| Gables Capital Management Inc. | 708 | $55.0K | 0.04% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 750 | $58.0K | 0.04% | −36−4.6% | Reduced |
| Sterling Financial Planning, Inc. | 741 | $58.0K | 0.04% | 00.0% | Unchanged |