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; 3,537 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 | 3,507 | $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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 36,580 | $3.55M | 0.32% | +36,580 | New |
| Intersect Capital LLC | 40,609 | $3.54M | 0.61% | +2,481+6.5% | Added |
| Pensionfund DSM Netherlands | 40,500 | $3.53M | 0.45% | −27,500−40.4% | Reduced |
| JustInvest LLC | 40,478 | $3.53M | 0.32% | +7,050+21.1% | Added |
| First American Bank | 40,400 | $3.52M | 0.20% | +400+1.0% | Added |
| Chase Investment Counsel Corp | 40,329 | $3.51M | 1.51% | −2,339−5.5% | Reduced |
| Verdence Capital Advisors LLC | 40,313 | $3.51M | 0.46% | −3,392−7.8% | Reduced |
| Capital City Trust Co | 40,076 | $3.49M | 1.08% | +166+0.4% | Added |
| DCF Advisers, LLC | 40,000 | $3.48M | 1.90% | −22,500−36.0% | Reduced |
| RBF Capital, LLC | 40,000 | $3.48M | 0.20% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 39,717 | $3.46M | 0.11% | −206−0.5% | Reduced |
| Heritage Wealth Advisors | 39,664 | $3.46M | 0.21% | +733+1.9% | Added |
| Iowa State Bank | 39,365 | $3.43M | 0.96% | −1,109−2.7% | Reduced |
| Corient Capital Partners, LLC | 39,291 | $3.42M | 0.25% | +850+2.2% | Added |
| Telemus Capital, LLC | 39,175 | $3.41M | 0.29% | −3,895−9.0% | Reduced |
| Van Eck Associates Corp | 39,111 | $3.41M | 0.01% | +5,043+14.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 39,039 | $3.40M | 0.17% | −2,187−5.3% | Reduced |
| Ashfield Capital Partners, LLC | 38,913 | $3.39M | 0.24% | −31−0.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 38,850 | $3.38M | 0.25% | −395−1.0% | Reduced |
| Bailard, Inc. | 38,735 | $3.38M | 0.12% | +2,481+6.8% | Added |
| Central Trust Co | 38,734 | $3.37M | 0.12% | −1,341−3.3% | Reduced |
| Financial Counselors Inc | 38,706 | $3.37M | 0.07% | +2,460+6.8% | Added |
| Analyst IMS Investment Management Services Ltd. | 38,490 | $3.35M | 0.41% | −9,123−19.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 38,304 | $3.34M | 0.23% | +1,306+3.5% | Added |
| Lockheed Martin Investment Management Co | 38,207 | $3.33M | 0.18% | −1,080−2.7% | Reduced |
| Bartlett & Co. LLC | 38,147 | $3.32M | 0.06% | −1,072−2.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 38,147 | $3.32M | 0.06% | −1,072−2.7% | Reduced |
| Baker Avenue Asset Management, LP | 38,118 | $3.32M | 0.19% | +132+0.3% | Added |
| Steel Peak Wealth Management LLC | 38,005 | $3.31M | 0.23% | +2,332+6.5% | Added |
| Family Legacy, Inc. | 34,577 | $3.26M | 1.47% | −89−0.3% | Reduced |
| Hartford Financial Management Inc. | 37,397 | $3.26M | 0.83% | −1,564−4.0% | Reduced |
| National Asset Management, Inc. | 37,400 | $3.25M | 0.10% | +261+0.7% | Added |
| Private Trust Co NA | 37,072 | $3.23M | 0.47% | +12,329+49.8% | Added |
| Welch Group, LLC | 37,017 | $3.23M | 0.22% | +4,518+13.9% | Added |
| Westport Asset Management Inc | 37,000 | $3.22M | 1.57% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 36,885 | $3.21M | 0.40% | 00.0% | Unchanged |
| First Hawaiian Bank | 36,464 | $3.18M | 0.13% | −1,384−3.7% | Reduced |
| Ferris Capital, LLC | 33,777 | $3.18M | 0.68% | +33,777 | New |
| Godshalk Welsh Capital Management, Inc. | 36,360 | $3.17M | 1.98% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 36,287 | $3.16M | 0.43% | −529−1.4% | Reduced |
| Means Investment Co., Inc. | 36,127 | $3.15M | 0.62% | +50.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 36,105 | $3.15M | 0.97% | −4,995−12.2% | Reduced |
| SOL Capital Management CO | 35,910 | $3.13M | 0.62% | −665−1.8% | Reduced |
| Independent Investors Inc | 35,900 | $3.13M | 0.78% | 00.0% | Unchanged |
| Wedbush Securities Inc | 35,829 | $3.12M | 0.15% | −6,100−14.5% | Reduced |
| Clear Harbor Asset Management, LLC | 35,558 | $3.10M | 0.37% | +960+2.8% | Added |
| Madison Wealth Management | 35,400 | $3.08M | 0.67% | −1,355−3.7% | Reduced |
| Personal Capital Advisors Corp | 35,037 | $3.05M | 0.02% | −1,349−3.7% | Reduced |
| Crestwood Advisors Group LLC | 35,044 | $3.05M | 0.09% | −218−0.6% | Reduced |
| Banque Pictet & Cie SA | 34,904 | $3.04M | 0.03% | −246,516−87.6% | Reduced |
| West Oak Capital, LLC | 34,905 | $3.04M | 1.18% | −1,640−4.5% | Reduced |
| Pictet North America Advisors SA | 34,904 | $3.04M | 0.30% | +191+0.6% | Added |
| Delta Financial Advisors LLC | 34,770 | $3.03M | 1.35% | +90.0% | Added |
| Eukles Asset Management | 34,483 | $3.00M | 1.64% | +1,121+3.4% | Added |
| We Are One Seven, LLC | 31,314 | $3.00M | 0.38% | −1,701−5.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 34,456 | $3.00M | 0.51% | −940−2.7% | Reduced |
| Manchester Capital Management LLC | 34,413 | $3.00M | 0.41% | +51+0.1% | Added |
| Eads & Heald Wealth Management | 34,242 | $2.98M | 1.44% | −377−1.1% | Reduced |
| Barings LLC | 34,249 | $2.98M | 0.07% | +21,323+165.0% | Added |
| Capital Insight Partners, LLC | 34,208 | $2.98M | 0.65% | +302+0.9% | Added |
| 6 Meridian | 34,155 | $2.98M | 0.23% | +34,155 | New |
| Gladstone Institutional Advisory LLC | 33,890 | $2.95M | 0.29% | +19,886+142.0% | Added |
| Resonant Capital Advisors, LLC | 33,790 | $2.94M | 0.51% | +2,807+9.1% | Added |
| Tiemann Investment Advisors, LLC | 33,380 | $2.91M | 1.38% | −250−0.7% | Reduced |
| Spirit of America Management Corp | 33,375 | $2.91M | 0.63% | 00.0% | Unchanged |
| Security National Bank of So Dak | 33,336 | $2.90M | 2.22% | +3,884+13.2% | Added |
| Wealthcare Advisory Partners LLC | 33,284 | $2.90M | 0.19% | +405+1.2% | Added |
| XML Financial, LLC | 33,272 | $2.90M | 0.39% | +19,788+146.8% | Added |
| Veriti Management LLC | 33,207 | $2.89M | 0.41% | +2,137+6.9% | Added |
| Mid Atlantic Financial Management Inc | 32,942 | $2.87M | 0.19% | −331−1.0% | Reduced |
| Holderness Investments Co | 32,854 | $2.86M | 0.95% | +1,922+6.2% | Added |
| Quadrant Capital Group LLC | 32,762 | $2.85M | 0.40% | +601+1.9% | Added |
| Congress Park Capital LLC | 32,712 | $2.85M | 1.46% | −79−0.2% | Reduced |
| Sculati Wealth Management, LLC | 32,459 | $2.83M | 1.50% | +125+0.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 32,448 | $2.83M | 1.52% | +32,448 | New |
| Cascadia Advisory Services, LLC | 32,424 | $2.83M | 0.57% | −408−1.2% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 32,358 | $2.82M | 1.03% | −200−0.6% | Reduced |
| CX Institutional | 32,302 | $2.81M | 0.23% | −1,042−3.1% | Reduced |
| West Branch Capital LLC | 32,252 | $2.81M | 1.35% | +63+0.2% | Added |
| Squarepoint Ops LLC | 32,132 | $2.80M | 0.02% | +5,816+22.1% | Added |
| Country Club Trust Company, n.a. | 30,629 | $2.79M | 0.24% | +423+1.4% | Added |
| Hills Bank & Trust Co | 31,980 | $2.79M | 0.42% | −4,552−12.5% | Reduced |
| Indiana Trust & Investment Management CO | 31,961 | $2.79M | 1.40% | −2,784−8.0% | Reduced |
| Cetera Advisors LLC | 31,914 | $2.78M | 0.05% | +4,067+14.6% | Added |
| Hancock Whitney Corp | 31,611 | $2.75M | 0.10% | −570−1.8% | Reduced |
| J.W. Cole Advisors, Inc. | 31,471 | $2.74M | 0.20% | +2,609+9.0% | Added |
| Reynders McVeigh Capital Management, LLC | 31,333 | $2.73M | 0.17% | −1,028−3.2% | Reduced |
| Reilly Financial Advisors, LLC | 31,293 | $2.73M | 0.23% | −2,189−6.5% | Reduced |
| EP Wealth Advisors, LLC | 31,289 | $2.73M | 0.07% | +1,052+3.5% | Added |
| Azimuth Capital Management LLC | 31,246 | $2.72M | 0.12% | −1,650−5.0% | Reduced |
| First Nebraska Trust Co | 31,073 | $2.71M | 0.35% | 00.0% | Unchanged |
| Savant Capital, LLC | 31,054 | $2.71M | 0.10% | −78−0.3% | Reduced |
| MidWestOne Financial Group, Inc. | 30,957 | $2.70M | 0.63% | −1,093−3.4% | Reduced |
| Wunderlich Capital Managemnt | 30,900 | $2.69M | 1.30% | +859+2.9% | Added |
| Sigma Planning Corp | 30,818 | $2.69M | 0.08% | −1,763−5.4% | Reduced |
| Roberts Wealth Advisors, LLC | 30,698 | $2.67M | 1.06% | +30,698 | New |
| Pacific Global Investment Management CO | 30,638 | $2.67M | 0.54% | +299+1.0% | Added |
| Quadrature Capital Ltd | 30,634 | $2.67M | 0.10% | +30,634 | New |
| McMillion Capital Management Inc | 30,624 | $2.67M | 1.57% | −69−0.2% | Reduced |
| Waldron Private Wealth LLC | 30,537 | $2.66M | 0.15% | +8,157+36.4% | Added |