Oracle Corp
ORCL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001341439
In the last 90 days, Oracle Corp insiders filed 1 open-market purchase and 3 sales; 3,537 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 | 3,537 | $188.7B |
| Q1 2026 | 3,508 | $177.8B |
| Q4 2025 | 3,780 | $242.8B |
| Q3 2025 | 3,833 | $348.7B |
| Q2 2025 | 3,631 | $271.4B |
| Q1 2025 | 3,260 | $171.9B |
| Q4 2024 | 3,357 | $204.5B |
| Q3 2024 | 3,078 | $206.6B |
| Q2 2024 | 2,927 | $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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 4,252 | $379.0K | 0.14% | −63−1.5% | Reduced |
| Apexium Financial, LP | 4,354 | $379.0K | 0.22% | −106−2.4% | Reduced |
| Blue Edge Capital, LLC | 4,333 | $377.5K | 0.08% | 00.0% | Unchanged |
| Windsor Group LTD | 4,200 | $377.0K | 0.08% | −785−15.7% | Reduced |
| Wealthquest Corp | 4,335 | $377.0K | 0.06% | −201−4.4% | Reduced |
| Manchester Financial Inc | 4,332 | $377.0K | 0.14% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 4,322 | $377.0K | 0.23% | +15+0.3% | Added |
| Inscription Capital, LLC | 4,310 | $376.0K | 0.12% | −18,740−81.3% | Reduced |
| Kendall Capital Management | 4,320 | $376.0K | 0.20% | −430−9.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,292 | $374.0K | 0.09% | +84+2.0% | Added |
| Cornerstone Wealth Group, LLC | 4,268 | $372.0K | 0.07% | +187+4.6% | Added |
| Providence Capital Advisors, LLC | 4,275 | $372.0K | 0.12% | +20+0.5% | Added |
| BerganKDV Wealth Management, LLC | 4,271 | $372.0K | 0.04% | +693+19.4% | Added |
| Bank Ozk | 4,249 | $370.0K | 0.17% | −678−13.8% | Reduced |
| Flossbach Von Storch AG | 4,250 | $370.0K | 0.00% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 4,252 | $370.0K | 0.04% | +666+18.6% | Added |
| Bluefin Capital Management, LLC | 4,250 | $370.0K | 0.04% | +4,250 | New |
| Stewart & Patten Co LLC | 4,240 | $369.0K | 0.06% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,231 | $369.0K | 0.12% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,233 | $369.0K | 0.05% | +44+1.1% | Added |
| Doyle Wealth Management | 4,220 | $368.0K | 0.03% | +616+17.1% | Added |
| Polen Capital Management LLC | 4,216 | $367.0K | 0.00% | +4,216 | New |
| Noesis Capital Mangement Corp | 4,200 | $366.0K | 0.07% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 4,196 | $366.0K | 0.13% | −77−1.8% | Reduced |
| Summit X, LLC | 4,187 | $366.0K | 0.09% | 00.0% | Unchanged |
| King Wealth | 4,196 | $366.0K | 0.07% | +123+3.0% | Added |
| WealthPLAN Partners, LLC | 4,057 | $365.0K | 0.02% | −55−1.3% | Reduced |
| Smith Anglin Financial, LLC | 4,184 | $365.0K | 0.07% | −418−9.1% | Reduced |
| Wendell David Associates Inc | 4,188 | $365.0K | 0.04% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 4,186 | $365.0K | 0.06% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 4,177 | $364.0K | 0.05% | −1,263−23.2% | Reduced |
| Investors Financial Group, LLC | 4,177 | $364.0K | 0.19% | +20.0% | Added |
| Symphony Financial, Ltd. Co. | 3,994 | $364.0K | 0.13% | +3,994 | New |
| Heron Financial Group, LLC | 4,161 | $363.0K | 0.20% | 00.0% | Unchanged |
| Parkside Advisors LLC | 4,157 | $362.0K | 0.11% | 00.0% | Unchanged |
| Ade, LLC | 4,159 | $362.0K | 0.33% | 00.0% | Unchanged |
| Grand Jean Capital Management Inc | 4,150 | $362.0K | 0.09% | 00.0% | Unchanged |
| Vigilare Wealth Management | 4,141 | $361.0K | 0.22% | +726+21.3% | Added |
| Palisades Hudson Asset Management, L.P. | 4,125 | $359.0K | 0.16% | 00.0% | Unchanged |
| QVR LLC | 4,120 | $359.0K | 0.73% | +3,691+860.4% | Added |
| Bell Bank | 4,112 | $358.0K | 0.04% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 4,113 | $358.0K | 0.13% | 00.0% | Unchanged |
| Wealth Architects, LLC | 4,094 | $357.0K | 0.07% | −158−3.7% | Reduced |
| First Financial Corp | 4,089 | $356.0K | 0.24% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 4,083 | $356.0K | 0.46% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 4,071 | $355.0K | 0.19% | −344−7.8% | Reduced |
| High Falls Advisors, Inc | 4,079 | $355.0K | 0.10% | +10.0% | Added |
| Interchange Capital Partners, LLC | 4,085 | $355.0K | 0.59% | +140+3.5% | Added |
| Ramsey Quantitative Systems | 4,080 | $355.0K | 1.77% | +880+27.5% | Added |
| Autus Asset Management, LLC | 4,054 | $354.0K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,055 | $353.0K | 0.02% | +4,055 | New |
| Farr Miller & Washington LLC | 4,036 | $352.0K | 0.02% | −1,000−19.9% | Reduced |
| NEXT Financial Group, Inc | 4,040 | $352.0K | 0.03% | −66−1.6% | Reduced |
| Change Path, LLC | 4,045 | $352.0K | 0.02% | +439+12.2% | Added |
| Vista Investment Management | 4,023 | $351.0K | 0.21% | −617−13.3% | Reduced |
| High Note Wealth, LLC | 4,035 | $351.0K | 0.13% | −4−0.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,022 | $350.0K | 0.13% | −112−2.7% | Reduced |
| Column Capital Advisors, LLC | 4,019 | $350.0K | 0.07% | −84−2.0% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 4,012 | $349.6K | 0.04% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 4,010 | $349.0K | 0.03% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,000 | $349.0K | 0.00% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 4,000 | $349.0K | 0.16% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,000 | $349.0K | 0.21% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,012 | $349.0K | 0.14% | +4,012 | New |
| Tranquilli Financial Advisor LLC | 3,982 | $347.0K | 0.26% | −88−2.2% | Reduced |
| Somerville Kurt F | 3,966 | $346.0K | 0.05% | −1,000−20.1% | Reduced |
| Everhart Financial Group, Inc. | 3,951 | $344.0K | 0.24% | −274−6.5% | Reduced |
| Defined Wealth Management, LLC | 3,923 | $342.0K | 0.30% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,922 | $342.0K | 0.02% | +243+6.6% | Added |
| Evermay Wealth Management LLC | 3,912 | $341.0K | 0.07% | −553−12.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,917 | $341.0K | 0.22% | +2+0.1% | Added |
| Range Financial Group LLC | 3,917 | $341.0K | 0.25% | +21+0.5% | Added |
| MCF Advisors LLC | 3,919 | $341.0K | 0.03% | +353+9.9% | Added |
| Financial Perspectives, Inc | 3,886 | $338.6K | 0.17% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,871 | $337.0K | 0.21% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 3,865 | $337.0K | 0.18% | +10.0% | Added |
| John G Ullman & Associates Inc | 3,848 | $335.0K | 0.05% | −200−4.9% | Reduced |
| Main Street Financial Solutions, LLC | 3,831 | $334.0K | 0.05% | +404+11.8% | Added |
| Summit Financial Group Inc | 3,825 | $333.0K | 0.12% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,533 | $332.0K | 0.03% | +32+0.9% | Added |
| Zions Bancorporation, N.A. | 3,812 | $332.0K | 0.03% | +8+0.2% | Added |
| NinePointTwo Capital | 3,812 | $332.0K | 0.13% | +3,812 | New |
| Patron Partners Advisors, LLC | 3,810 | $331.0K | 0.24% | −64−1.7% | Reduced |
| Eclectic Associates Inc | 3,800 | $331.0K | 0.24% | 00.0% | Unchanged |
| First Citizens Financial Corp | 3,800 | $331.0K | 0.26% | 00.0% | Unchanged |
| PFG Advisors | 3,777 | $329.0K | 0.04% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 3,775 | $329.0K | 0.11% | +12+0.3% | Added |
| Ballast Advisors LLC | 3,766 | $328.0K | 0.14% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,747 | $326.0K | 0.04% | +91+2.5% | Added |
| Glen Eagle Advisors, LLC | 3,727 | $324.7K | 0.09% | +10.0% | Added |
| Aptus Capital Advisors, LLC | 3,708 | $323.0K | 0.01% | −24,468−86.8% | Reduced |
| BancorpSouth Bank | 3,709 | $323.0K | 0.05% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,710 | $323.0K | 0.09% | +3,710 | Added |
| Destination Wealth Management | 3,696 | $322.0K | 0.01% | −462−11.1% | Reduced |
| Roble, Belko & Company, Inc | 3,700 | $322.0K | 0.07% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,687 | $321.0K | 0.03% | +224+6.5% | Added |
| Five Oceans Advisors | 3,659 | $319.0K | 0.37% | +3,659 | New |
| LFA - Lugano Financial Advisors SA | 3,634 | $317.0K | 0.21% | 00.0% | Unchanged |
| Graypoint LLC | 3,634 | $317.0K | 0.04% | +3,634 | New |
| Buffington Mohr McNeal | 3,630 | $316.0K | 0.06% | 00.0% | Unchanged |