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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 3,622 | $316.0K | 0.03% | +291+8.7% | Added |
| Measured Wealth Private Client Group, LLC | 3,610 | $315.0K | 0.12% | −985−21.4% | Reduced |
| TriaGen Wealth Management LLC | 3,621 | $315.0K | 0.17% | −100−2.7% | Reduced |
| Private Portfolio Partners LLC | 3,614 | $315.0K | 0.09% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 3,600 | $314.0K | 0.02% | 00.0% | Unchanged |
| Innovative Portfolios LLC | 3,591 | $313.0K | 1.78% | −139−3.7% | Reduced |
| Eagle Global Advisors LLC | 3,598 | $313.0K | 0.02% | +98+2.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,585 | $312.0K | 0.02% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 3,565 | $311.0K | 0.10% | −1,900−34.8% | Reduced |
| RGT Wealth Advisors, LLC | 3,556 | $310.0K | 0.06% | +140+4.1% | Added |
| BTC Capital Management, Inc. | 3,550 | $309.0K | 0.03% | −651−15.5% | Reduced |
| Karpus Management, Inc. | 3,550 | $309.0K | 0.01% | 00.0% | Unchanged |
| Campbell Wealth Management | 3,545 | $309.0K | 0.04% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 3,541 | $309.0K | 0.05% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,545 | $309.0K | 0.01% | +1,075+43.5% | Added |
| Paulson Wealth Management Inc. | 3,526 | $307.0K | 0.15% | −2,057−36.8% | Reduced |
| Beacon Financial Advisory LLC | 3,509 | $306.0K | 0.16% | −8,998−71.9% | Reduced |
| Westover Capital Advisors, LLC | 3,515 | $306.0K | 0.10% | −9−0.3% | Reduced |
| Beech Hill Advisors, Inc. | 3,500 | $305.0K | 0.13% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 3,496 | $305.0K | 0.23% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,491 | $304.0K | 0.06% | +10.0% | Added |
| Laidlaw Wealth Management LLC | 3,482 | $303.0K | 0.08% | −287−7.6% | Reduced |
| Anchor Capital Advisors LLC | 3,475 | $303.0K | 0.01% | +3,475 | New |
| Pinnacle Bancorp, Inc. | 3,452 | $301.0K | 0.12% | −55−1.6% | Reduced |
| Clarity Wealth Advisors, LLC | 3,458 | $301.0K | 0.15% | −30−0.9% | Reduced |
| REDW Wealth LLC | 3,455 | $301.0K | 0.10% | 00.0% | Unchanged |
| Gould Asset Management LLC | 3,440 | $300.0K | 0.09% | −1,342−28.1% | Reduced |
| Royal Harbor Partners, LLC | 3,448 | $300.0K | 0.21% | −600−14.8% | Reduced |
| InterOcean Capital Group, LLC | 3,445 | $300.0K | 0.02% | +3,445 | New |
| Pictet & Cie (Europe) SA | 3,433 | $299.0K | 0.01% | −73,816−95.6% | Reduced |
| Whitener Capital Management, Inc. | 4,630 | $299.0K | 0.14% | −100−2.1% | Reduced |
| Wilkinson Global Asset Management LLC | 3,421 | $298.0K | 0.02% | +821+31.6% | Added |
| Soundmark Wealth Management, LLC | 3,414 | $297.0K | 0.11% | −84−2.4% | Reduced |
| Windsor Capital Management, LLC | 3,408 | $297.0K | 0.10% | +3+0.1% | Added |
| Wealth Management Partners, LLC | 3,411 | $297.0K | 0.22% | +390+12.9% | Added |
| Flaharty Asset Management, LLC | 3,405 | $297.0K | 0.06% | +3,405 | New |
| One Charles Private Wealth Services, LLC | 3,394 | $296.0K | 0.17% | +2+0.1% | Added |
| Krane Funds Advisors LLC | 3,397 | $296.0K | 0.01% | +3,397 | New |
| Kathmere Capital Management, LLC | 3,396 | $296.0K | 0.05% | +3,396 | New |
| Montis Financial, LLC | 3,293 | $294.0K | 0.25% | −1,980−37.5% | Reduced |
| Certified Advisory Corp | 3,377 | $294.0K | 0.07% | −101−2.9% | Reduced |
| Global Strategic Investment Solutions, LLC | 3,373 | $294.0K | 0.05% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 3,362 | $293.0K | 0.04% | −34−1.0% | Reduced |
| Oxbow Advisors, LLC | 3,354 | $292.0K | 0.03% | −454−11.9% | Reduced |
| Burt Wealth Advisors | 3,356 | $292.0K | 0.09% | 00.0% | Unchanged |
| Hudock, Inc. | 3,354 | $292.0K | 0.09% | +5+0.1% | Added |
| Lantz Financial LLC | 3,352 | $292.0K | 0.15% | +64+1.9% | Added |
| RFG Advisory, LLC | 3,351 | $292.0K | 0.02% | +527+18.7% | Added |
| IMS Capital Management | 3,335 | $291.0K | 0.17% | 00.0% | Unchanged |
| Hartline Investment Corp | 3,325 | $290.0K | 0.04% | −550−14.2% | Reduced |
| West Coast Financial LLC | 3,324 | $290.0K | 0.05% | −22−0.7% | Reduced |
| Condor Capital Management | 3,326 | $290.0K | 0.03% | +274+9.0% | Added |
| Bridgeworth, LLC | 3,332 | $290.0K | 0.08% | +3,332 | New |
| Laurel Wealth Advisors, Inc. | 3,318 | $289.0K | 0.05% | −486−12.8% | Reduced |
| Gilman Hill Asset Management, LLC | 3,311 | $288.0K | 0.07% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 3,300 | $288.0K | 0.07% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 3,310 | $288.0K | 0.13% | +5+0.2% | Added |
| McIlrath & Eck, LLC | 3,291 | $287.0K | 0.09% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,284 | $286.0K | 0.02% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,287 | $286.0K | 0.03% | −4−0.1% | Reduced |
| Sax Wealth Advisors, LLC | 3,285 | $286.0K | 0.07% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 3,293 | $286.0K | 0.14% | +3,293 | New |
| Old Port Advisors | 3,120 | $285.0K | 0.10% | −5−0.2% | Reduced |
| Teza Capital Management LLC | 3,270 | $285.0K | 0.14% | +3,270 | New |
| Summit Financial, LLC | 3,262 | $284.2K | 0.02% | +3,262 | New |
| Wealth Quarterback LLC | 3,257 | $284.0K | 0.19% | −109−3.2% | Reduced |
| Sloy Dahl & Holst, LLC | 3,260 | $284.0K | 0.06% | −55−1.7% | Reduced |
| Wellington Shields & Co., LLC | 3,257 | $284.0K | 0.10% | 00.0% | Unchanged |
| Meridian Management Co | 3,255 | $284.0K | 0.09% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,247 | $283.0K | 0.07% | −5−0.2% | Reduced |
| Southeast Asset Advisors Inc. | 3,223 | $281.0K | 0.05% | +79+2.5% | Added |
| HC Financial Advisors Inc | 3,217 | $280.0K | 0.17% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 3,198 | $279.0K | 0.08% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 3,202 | $279.0K | 0.14% | +2+0.1% | Added |
| Connolly Sarah T. | 3,200 | $279.0K | 0.23% | 00.0% | Unchanged |
| First Bank & Trust | 3,189 | $277.0K | 0.13% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,169 | $276.0K | 0.06% | +45+1.4% | Added |
| Connable Office Inc | 3,152 | $275.0K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,147 | $274.0K | 0.02% | −3,403−52.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,150 | $274.0K | 0.04% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 2,900 | $274.0K | 0.20% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 3,146 | $274.0K | 0.11% | +268+9.3% | Added |
| Paradigm Financial Partners, LLC | 2,948 | $272.0K | 0.06% | +20+0.7% | Added |
| Brendel Financial Advisors LLC | 3,110 | $271.0K | 0.32% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 3,115 | $271.0K | 0.26% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,106 | $271.0K | 0.04% | +748+31.7% | Added |
| Archer Investment Corp | 3,100 | $270.1K | 0.10% | 00.0% | Unchanged |
| Goodwin Daniel L | 3,100 | $270.0K | 0.13% | −1,600−34.0% | Reduced |
| Summit Asset Management, LLC | 3,104 | $270.0K | 0.08% | 00.0% | Unchanged |
| Aries Wealth Management | 3,095 | $270.0K | 0.11% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,082 | $269.0K | 0.05% | +802+35.2% | Added |
| AlphaStar Capital Management, LLC | 2,788 | $269.0K | 0.02% | +2,788 | New |
| Wedge Capital Management L L P | 3,075 | $268.0K | 0.00% | −194−5.9% | Reduced |
| Fundamentun, LLC | 3,080 | $268.0K | 0.05% | +492+19.0% | Added |
| BFT Financial Group, LLC | 3,069 | $267.0K | 0.05% | −712−18.8% | Reduced |
| Congress Asset Management Co | 3,064 | $267.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,064 | $267.0K | 0.06% | +250+8.9% | Added |
| Patton Albertson Miller Group, LLC | 3,055 | $266.0K | 0.05% | −216−6.6% | Reduced |
| Zevin Asset Management LLC | 3,050 | $266.0K | 0.05% | −107−3.4% | Reduced |
| RMR Wealth Builders | 3,051 | $266.0K | 0.08% | +3,051 | New |