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 |
|---|---|---|---|---|---|
| Activest Wealth Management | 838 | $73.0K | 0.05% | +2+0.2% | Added |
| Kowal Investment Group, LLC | 863 | $75.0K | 0.02% | +863 | New |
| SRS Capital Advisors, Inc. | 871 | $76.0K | 0.01% | −102−10.5% | Reduced |
| Altshuler Shaham Ltd | 881 | $77.0K | 0.00% | −16−1.8% | Reduced |
| James Investment Research Inc | 897 | $78.0K | 0.01% | 00.0% | Unchanged |
| Huber Capital Management LLC | 900 | $78.0K | 0.02% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 932 | $81.0K | 0.06% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 900 | $81.0K | 0.05% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 942 | $82.0K | 0.02% | +68+7.8% | Added |
| Consolidated Planning Corp | 958 | $83.0K | 0.05% | +958 | New |
| Sound Income Strategies, LLC | 962 | $84.0K | 0.01% | +833+645.7% | Added |
| Firestone Capital Management | 1,100 | $86.0K | 0.03% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,000 | $87.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 999 | $87.0K | 0.03% | +999 | New |
| Fure Financial Corp | 1,019 | $88.0K | 0.06% | +1,019 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,020 | $88.9K | 0.11% | 00.0% | Unchanged |
| Country Trust Bank | 1,031 | $90.0K | 0.00% | −341,149−99.7% | Reduced |
| Kings Point Capital Management | 1,057 | $92.0K | 0.01% | −60−5.4% | Reduced |
| Dark Forest Capital Management LP | 1,069 | $93.0K | 0.03% | −1,474−58.0% | Reduced |
| Dividend Assets Capital, LLC | 1,063 | $93.0K | 0.02% | −166−13.5% | Reduced |
| Rockbridge Investment Management, LCC | 1,076 | $94.0K | 0.02% | +86+8.7% | Added |
| Pin Oak Investment Advisors Inc | 1,120 | $98.0K | 0.11% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,128 | $98.0K | 0.06% | +58+5.4% | Added |
| Sterling Financial Planning, Inc. | 1,141 | $99.0K | 0.06% | +400+54.0% | Added |
| America First Investment Advisors, LLC | 1,153 | $100.0K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,155 | $101.0K | 0.02% | +100+9.5% | Added |
| Tacita Capital Inc | 1,165 | $102.0K | 0.06% | −200−14.7% | Reduced |
| Northern Oak Wealth Management Inc | 1,205 | $105.0K | 0.01% | −75−5.9% | Reduced |
| Benson Investment Management Company, Inc. | 1,240 | $108.0K | 0.06% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,235 | $108.0K | 0.02% | +1,000+425.5% | Added |
| Aua Capital Management, LLC | 1,250 | $109.0K | 0.07% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,250 | $109.0K | 0.12% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,285 | $112.0K | 0.03% | −96−7.0% | Reduced |
| Selective Wealth Management, Inc. | 1,300 | $113.0K | 0.06% | +1,100+550.0% | Added |
| Wagner Wealth Management, LLC | 1,192 | $114.0K | 0.09% | −149−11.1% | Reduced |
| Center for Financial Planning, Inc. | 1,325 | $115.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,325 | $115.0K | 0.03% | +148+12.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,330 | $116.0K | 0.02% | −9,150−87.3% | Reduced |
| Trust Co | 1,341 | $117.0K | 0.03% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,404 | $120.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,383 | $120.0K | 0.08% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,385 | $121.0K | 0.03% | +585+73.1% | Added |
| CVA Family Office, LLC | 2,067 | $123.0K | 0.09% | −1,609−43.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,479 | $129.0K | 0.00% | −104−6.6% | Reduced |
| Newton One Investments LLC | 1,497 | $130.0K | 0.10% | +6+0.4% | Added |
| HHM Wealth Advisors, LLC | 1,517 | $132.0K | 0.04% | −1,036−40.6% | Reduced |
| Piscataqua Savings Bank | 1,517 | $132.0K | 0.11% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 2,248 | $134.0K | 0.00% | +508+29.2% | Added |
| M&R Capital Management Inc | 1,544 | $134.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,545 | $135.0K | 0.04% | −400−20.6% | Reduced |
| Vigilant Capital Management, LLC | 1,552 | $135.0K | 0.01% | +122+8.5% | Added |
| Sugarloaf Wealth Management, LLC | 1,573 | $137.0K | 0.04% | +1+0.1% | Added |
| Syverson Strege & Co | 1,588 | $138.0K | 0.11% | +297+23.0% | Added |
| Joseph P. Lucia & Associates, LLC | 1,595 | $139.0K | 0.08% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,613 | $141.0K | 0.06% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 1,633 | $142.0K | 0.08% | +6+0.4% | Added |
| O'Dell Group, LLC | 1,625 | $142.0K | 0.04% | +1,625 | New |
| USA Financial Portformulas Corp | 1,658 | $144.0K | 0.13% | +974+142.4% | Added |
| TSFG, LLC | 1,664 | $145.0K | 0.06% | +306+22.5% | Added |
| Kozak & Associates, Inc. | 1,555 | $146.0K | 0.09% | +1,555 | New |
| Gradient Investments LLC | 1,749 | $152.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,769 | $154.0K | 0.07% | +3+0.2% | Added |
| Hall Laurie J Trustee | 1,795 | $157.0K | 0.06% | −750−29.5% | Reduced |
| JFS Wealth Advisors, LLC | 1,840 | $160.0K | 0.02% | −334−15.4% | Reduced |
| Addison Advisors LLC | 1,852 | $161.0K | 0.13% | +18+1.0% | Added |
| Valley National Advisers Inc | 1,854 | $162.0K | 0.03% | +33+1.8% | Added |
| Meridian Wealth Partners, LLC | 1,867 | $163.0K | 0.03% | +1,867 | New |
| Charter Oak Capital Management, LLC | 1,877 | $164.0K | 0.02% | +76+4.2% | Added |
| Truvestments Capital LLC | 1,932 | $168.0K | 0.09% | +129+7.2% | Added |
| FinTrust Capital Advisors, LLC | 1,937 | $169.0K | 0.04% | +635+48.8% | Added |
| AlphaMark Advisors, LLC | 1,970 | $172.0K | 0.06% | +1+0.1% | Added |
| Crewe Advisors LLC | 1,989 | $173.0K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,987 | $173.0K | 0.02% | +5+0.3% | Added |
| Crescent Capital Consulting, LLC | 2,000 | $174.0K | 0.03% | −2,200−52.4% | Reduced |
| Financial Management Professionals, Inc. | 2,002 | $174.0K | 0.04% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 2,000 | $174.0K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,010 | $175.0K | 0.06% | −82−3.9% | Reduced |
| Fortis Advisors, LLC | 2,005 | $175.0K | 0.11% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,015 | $176.0K | 0.12% | +1,776+743.1% | Added |
| First PREMIER Bank | 2,067 | $181.0K | 0.05% | +340+19.7% | Added |
| Pinz Capital Management, LP | 2,100 | $183.0K | 0.08% | +2,100 | New |
| Tarbox Family Office, Inc. | 2,147 | $187.0K | 0.03% | −54−2.5% | Reduced |
| Benjamin Edwards Inc | 2,217 | $193.0K | 0.12% | +698+46.0% | Added |
| Clean Yield Group | 2,229 | $194.0K | 0.07% | +966+76.5% | Added |
| West Paces Advisors Inc. | 2,249 | $196.0K | 0.07% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,260 | $197.0K | 0.14% | −11−0.5% | Reduced |
| ForthRight Wealth Management, LLC | 2,310 | $201.0K | 0.12% | +2,310 | New |
| Rock Creek Group, LP | 2,323 | $202.0K | 0.03% | −2,226−48.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,315 | $202.0K | 0.05% | +2+0.1% | Added |
| Garrett Investment Advisors LLC | 2,321 | $202.0K | 0.07% | +2,321 | New |
| MV Capital Management, Inc. | 2,332 | $203.0K | 0.03% | +1,474+171.8% | Added |
| Acorn Financial Advisory Services Inc | 2,337 | $204.0K | 0.06% | −338−12.6% | Reduced |
| Cooper/Haims Advisors, LLC | 2,367 | $206.0K | 0.12% | +2,367 | New |
| StrategIQ Financial Group, LLC | 2,360 | $206.0K | 0.04% | +2,360 | New |
| Advus Financial Partners, LLC | 2,363 | $206.0K | 0.11% | +2,363 | New |
| Insight Advisors, LLC | 2,164 | $207.0K | 0.06% | −573−20.9% | Reduced |
| Northstar Asset Management Inc | 2,392 | $208.4K | 0.06% | +2,392 | New |
| Acima Private Wealth, LLC | 2,400 | $209.0K | 0.10% | 00.0% | Unchanged |
| Meritage Portfolio Management | 2,412 | $210.0K | 0.01% | +2,412 | New |
| Bellevue Asset Management, LLC | 2,406 | $211.0K | 0.13% | 00.0% | Unchanged |