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 |
|---|---|---|---|---|---|
| Vivaldi Capital Management, LLC | 3,042 | $265.0K | 0.06% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 3,039 | $265.0K | 0.12% | −20−0.7% | Reduced |
| Northwest Capital Management Inc | 2,700 | $265.0K | 0.14% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,023 | $263.0K | 0.02% | −296−8.9% | Reduced |
| Day & Ennis, LLC | 3,019 | $263.0K | 0.09% | 00.0% | Unchanged |
| MBA Advisors LLC | 3,004 | $262.0K | 0.19% | 00.0% | Unchanged |
| Red Tortoise LLC | 4,284 | $262.0K | 0.21% | +4,284 | New |
| Echo Street Capital Management LLC | 2,990 | $261.0K | 0.00% | −3,814−56.1% | Reduced |
| Ar Asset Management Inc | 3,000 | $261.0K | 0.07% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 3,000 | $261.0K | 0.05% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 3,000 | $261.0K | 0.05% | +3,000 | New |
| Bickling Financial Services, Inc. | 2,985 | $260.0K | 0.13% | +10+0.3% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,970 | $259.0K | 0.11% | +79+2.7% | Added |
| Balentine LLC | 2,974 | $259.0K | 0.01% | +55+1.9% | Added |
| Kelly Financial Services LLC | 2,966 | $258.4K | 0.15% | −256,679−98.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,962 | $258.0K | 0.15% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 2,951 | $257.0K | 0.12% | 00.0% | Unchanged |
| Fosun International Ltd | 2,800 | $256.0K | 0.01% | −53,649−95.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,934 | $256.0K | 0.12% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,931 | $255.0K | 0.00% | −78−2.6% | Reduced |
| Apella Capital, LLC | 2,915 | $254.0K | 0.04% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,916 | $254.0K | 0.06% | +2,916 | New |
| Mosaic Family Wealth, LLC | 2,909 | $253.0K | 0.07% | −95−3.2% | Reduced |
| Madison Wealth Partners, Inc | 2,908 | $253.0K | 0.14% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,892 | $252.0K | 0.04% | +7+0.2% | Added |
| United Bank | 2,880 | $251.0K | 0.16% | −1,819−38.7% | Reduced |
| Peddock Capital Advisors, LLC | 2,857 | $249.0K | 0.09% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,862 | $249.0K | 0.07% | +2,862 | New |
| Exchange Capital Management, Inc. | 2,845 | $248.0K | 0.05% | −5,974−67.7% | Reduced |
| Community Financial Services Group, LLC | 2,842 | $248.0K | 0.07% | −1,793−38.7% | Reduced |
| Keebeck Wealth Management, LLC | 2,842 | $248.0K | 0.05% | 00.0% | Unchanged |
| HYA Advisors, Inc | 2,606 | $248.0K | 0.10% | +2+0.1% | Added |
| Estabrook Capital Management | 2,840 | $247.4K | 0.04% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 2,830 | $247.0K | 0.04% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,830 | $246.0K | 0.06% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 2,818 | $246.0K | 0.09% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,826 | $246.0K | 0.01% | +2,826 | New |
| Cahaba Wealth Management, Inc. | 2,813 | $245.0K | 0.04% | +2,813 | New |
| JSF Financial, LLC | 2,811 | $245.0K | 0.12% | +2,811 | New |
| Field & Main Bank | 2,800 | $244.0K | 0.16% | −50−1.8% | Reduced |
| Concord Wealth Partners | 2,783 | $242.0K | 0.10% | −2,083−42.8% | Reduced |
| Trust Co of Kansas | 2,773 | $242.0K | 0.14% | −22−0.8% | Reduced |
| Silvant Capital Management LLC | 2,783 | $242.0K | 0.04% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,777 | $242.0K | 0.06% | +6+0.2% | Added |
| Rosenberg Matthew Hamilton | 2,773 | $242.0K | 0.10% | +425+18.1% | Added |
| Bridgefront Capital, LLC | 2,777 | $242.0K | 0.25% | +2,777 | New |
| New England Asset Management Inc | 2,770 | $241.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,763 | $241.0K | 0.14% | 00.0% | Unchanged |
| F3Logic, LLC | 2,755 | $241.0K | 0.03% | +67+2.5% | Added |
| Edgestream Partners, L.P. | 2,759 | $240.0K | 0.01% | −7,460−73.0% | Reduced |
| All Season Financial Advisors, Inc. | 2,750 | $240.0K | 0.19% | −137−4.7% | Reduced |
| Annex Advisory Services, LLC | 2,751 | $240.0K | 0.02% | −46−1.6% | Reduced |
| Patten Group, Inc. | 2,757 | $240.0K | 0.07% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,754 | $240.0K | 0.09% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,750 | $240.0K | 0.08% | +10.0% | Added |
| Wealth Dimensions Group, Ltd. | 2,751 | $240.0K | 0.15% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,749 | $240.0K | 0.12% | +2,749 | New |
| Thoroughbred Financial Services, LLC | 2,749 | $239.0K | 0.06% | +2,749 | New |
| Lesa Sroufe & Co | 2,736 | $238.0K | 0.25% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 2,733 | $238.0K | 0.00% | +20+0.7% | Added |
| Merit Financial Group, LLC | 2,732 | $238.0K | 0.02% | +2,732 | New |
| Center For Asset Management LLC | 2,735 | $238.0K | 0.20% | +2,735 | New |
| Summit Trail Advisors, LLC | 2,721 | $237.0K | 0.02% | +2,721 | New |
| Wade Financial Advisory, Inc | 2,710 | $236.0K | 0.13% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 2,709 | $236.0K | 0.07% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,694 | $235.0K | 0.03% | −38−1.4% | Reduced |
| Bangor Savings Bank | 2,693 | $235.0K | 0.02% | 00.0% | Unchanged |
| Constitution Capital LLC | 2,700 | $235.0K | 0.14% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 2,700 | $235.0K | 0.29% | +2,700 | New |
| 55I, LLC | 2,698 | $235.0K | 0.01% | +2,698 | New |
| Carlson Capital Management | 2,687 | $234.0K | 0.02% | +94+3.6% | Added |
| Weaver Consulting Group | 2,688 | $234.0K | 0.13% | +90+3.5% | Added |
| Front Row Advisors LLC | 2,671 | $233.0K | 0.10% | −23−0.9% | Reduced |
| Ascent Wealth Partners, LLC | 2,676 | $233.0K | 0.04% | +66+2.5% | Added |
| Ontario Teachers Pension Plan Board | 2,679 | $233.0K | 0.00% | +2,679 | New |
| Ford Financial Group, LLC | 2,673 | $232.0K | 0.09% | 00.0% | Unchanged |
| Citizens Business Bank | 2,648 | $231.0K | 0.03% | −4,568−63.3% | Reduced |
| Diversified Portfolios, Inc. | 2,634 | $230.0K | 0.06% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,622 | $228.0K | 0.06% | +2,622 | New |
| Keel Point, LLC | 2,591 | $226.0K | 0.03% | +2,591 | New |
| First City Capital Management, Inc. | 2,567 | $224.0K | 0.13% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,569 | $224.0K | 0.10% | +2,569 | New |
| Lyell Wealth Management, LP | 2,565 | $223.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,543 | $222.0K | 0.13% | 00.0% | Unchanged |
| First Interstate Bank | 2,553 | $222.0K | 0.02% | +2,553 | New |
| Aspire Private Capital, LLC | 2,533 | $221.0K | 0.07% | +130+5.4% | Added |
| BlueSky Wealth Advisors, LLC | 2,525 | $220.0K | 0.04% | 00.0% | Unchanged |
| Sierra Capital LLC | 2,520 | $220.0K | 0.04% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 2,522 | $220.0K | 0.16% | +2,522 | New |
| Walled Lake Planning & Wealth Management, LLC | 2,514 | $219.0K | 0.13% | +504+25.1% | Added |
| Brio Consultants, LLC | 2,513 | $219.0K | 0.05% | +2,513 | New |
| Cedar Brook Financial Partners, LLC | 2,518 | $219.0K | 0.07% | +2,518 | New |
| Lazard Freres Gestion S.A.S. | 2,400 | $218.0K | 0.01% | +2,400 | New |
| New Jersey Better Educational Savings Trust | 2,500 | $218.0K | 0.43% | +2,500 | New |
| Levy Wealth Management Group, LLC | 2,487 | $217.0K | 0.12% | +2,487 | New |
| KB Financial Partners, LLC | 2,482 | $216.0K | 0.08% | −698−21.9% | Reduced |
| Bank Hapoalim BM | 2,484 | $216.0K | 0.02% | +2,484 | New |
| Shufro Rose & Co LLC | 2,475 | $216.0K | 0.02% | +2,475 | New |
| Wealth Advisory Solutions, LLC | 2,478 | $216.0K | 0.05% | +2,478 | New |
| ARS Wealth Advisors Group, LLC | 2,484 | $216.0K | 0.04% | +2,484 | New |