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, Q3 2021
Institutional positions in Oracle Corp as of Sep 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
- 2,112
- +42 vs. Q2 2021
- Shares held
- 1.17B
- −87.6M (−7.0%) vs. Q2 2021
- Total value
- $101.6B
- +$4.06B (+4.2%) vs. Q2 2021
- New holders
- 127
- 669 more added
- Sold out
- 85
- 933 more reduced
31 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $0 | 0.00% | −49−98.0% | Reduced |
| WestEnd Advisors, LLC | – | $958 | 0.00% | – | – |
| Highlander Capital Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 10 | $1.00K | 0.00% | +10 | New |
| JCIC Asset Management Inc. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Lenox Wealth Advisors, LLC | 47 | $4.00K | 0.00% | +19+67.9% | Added |
| Longfellow Investment Management Co LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 67 | $7.00K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 83 | $7.00K | 0.00% | +83 | New |
| Ritter Daniher Financial Advisory, LLC | 89 | $8.00K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 100 | $9.00K | 0.00% | +100 | New |
| Robbins Farley LLC | 101 | $9.00K | 0.01% | +101 | New |
| Globeflex Capital L P | 118 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 125 | $11.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 125 | $11.0K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 123 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 140 | $12.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 167 | $14.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 162 | $15.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 167 | $15.0K | 0.01% | +1+0.6% | Added |
| Pacitti Group Inc. | 171 | $15.0K | 0.01% | +171 | New |
| Corbenic Partners LLC | 189 | $16.0K | 0.00% | +59+45.4% | Added |
| Heritage Wealth Management, LLC | 180 | $16.0K | 0.01% | +54+42.9% | Added |
| Mizuho Securities Co. Ltd. | 188 | $16.0K | 0.00% | +100+113.6% | Added |
| Holloway Wealth Management, LLC | – | $17.0K | 0.01% | – | – |
| Lowe Wealth Advisors, LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 199 | $17.0K | 0.01% | +199 | New |
| Centiva Capital, LP | 200 | $18.0K | 0.00% | −8,599−97.7% | Reduced |
| Alaethes Wealth LLC | 210 | $18.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 228 | $20.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 237 | $20.6K | 0.01% | −1−0.4% | Reduced |
| Clearview Wealth Advisors LLC | 246 | $21.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 252 | $22.0K | 0.03% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 250 | $22.0K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 247 | $22.0K | 0.01% | +30+13.8% | Added |
| John W. Brooker & Co., CPAs | 270 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 298 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 291 | $25.0K | 0.01% | +156+115.6% | Added |
| American Research & Management Co. | 300 | $26.0K | 0.01% | −294−49.5% | Reduced |
| Fred Alger Management, LLC | 296 | $26.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 299 | $26.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 307 | $27.0K | 0.01% | +16+5.5% | Added |
| NewSquare Capital LLC | 309 | $27.0K | 0.00% | +200+183.5% | Added |
| McCarthy Asset Management, Inc. | 316 | $28.0K | 0.02% | −168−34.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 323 | $28.0K | 0.02% | +323 | New |
| Pittenger & Anderson Inc | 350 | $30.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 350 | $30.0K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 346 | $30.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 360 | $31.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 395 | $34.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 400 | $34.0K | 0.01% | +2+0.5% | Added |
| Cowen Prime Advisors LLC | 394 | $34.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 400 | $35.0K | 0.03% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 411 | $36.0K | 0.03% | +1+0.2% | Added |
| Legacy Bridge, LLC | 430 | $37.0K | 0.02% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 441 | $38.0K | 0.03% | +441 | New |
| Standard Family Office LLC | 450 | $39.0K | 0.01% | −94−17.3% | Reduced |
| Emfo, LLC | 444 | $39.0K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 459 | $40.0K | 0.02% | −55−10.7% | Reduced |
| RWM Asset Management, LLC | 471 | $41.0K | 0.01% | +471 | New |
| Baron Financial Group, LLC | 503 | $43.8K | 0.03% | +1+0.2% | Added |
| Investors Research Corp | 500 | $44.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 506 | $44.0K | 0.02% | +506 | New |
| Tortoise Investment Management, LLC | 532 | $46.0K | 0.01% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 526 | $46.0K | 0.03% | +2+0.4% | Added |
| Resolute Partners Group | 554 | $48.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 557 | $49.0K | 0.00% | −35−5.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 600 | $52.0K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 610 | $53.0K | 0.03% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 608 | $53.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 620 | $54.0K | 0.03% | +350+129.6% | Added |
| Newbridge Financial Services Group, Inc. | 643 | $56.0K | 0.04% | −600−48.3% | Reduced |
| CKW Financial Group | 639 | $57.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 610 | $58.5K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 673 | $59.0K | 0.01% | −356−34.6% | Reduced |
| Cedar Wealth Management, LLC | 704 | $61.0K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 708 | $62.0K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 710 | $62.0K | 0.02% | +710 | New |
| Core Wealth Advisors, Inc. | 750 | $65.0K | 0.04% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 763 | $66.0K | 0.00% | +763 | New |
| Riverview Trust Co | 776 | $68.0K | 0.07% | 00.0% | Unchanged |
| Truehand, Inc | 800 | $70.0K | 0.04% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 800 | $70.0K | 0.11% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 800 | $70.0K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 810 | $71.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 842 | $73.0K | 0.01% | −98,958−99.2% | Reduced |
| Earnest Partners LLC | 841 | $73.0K | 0.00% | 00.0% | Unchanged |