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, Q4 2021
Institutional positions in Oracle Corp as of Dec 31, 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
- 2,303
- +225 vs. Q3 2021
- Shares held
- 1.13B
- −32.8M (−2.8%) vs. Q3 2021
- Total value
- $98.6B
- −$2.84B (−2.8%) vs. Q3 2021
- New holders
- 313
- 749 more added
- Sold out
- 88
- 889 more reduced
34 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 14,840 | $1.29M | 0.08% | +250+1.7% | Added |
| Roundview Capital LLC | 14,854 | $1.29M | 0.13% | 00.0% | Unchanged |
| Foster Group, Inc. | 14,907 | $1.30M | 0.11% | +11+0.1% | Added |
| Meristem Family Wealth, LLC | 14,917 | $1.30M | 0.11% | −70−0.5% | Reduced |
| Bedel Financial Consulting, Inc. | 14,998 | $1.31M | 0.41% | −73−0.5% | Reduced |
| Lowell Blake & Associates Inc. | 15,000 | $1.31M | 0.51% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 15,007 | $1.31M | 0.34% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,038 | $1.31M | 0.58% | −700−4.4% | Reduced |
| Investment Partners, Ltd. | 15,081 | $1.31M | 0.54% | +2,006+15.3% | Added |
| Hudson Canyon Capital Management | 15,100 | $1.32M | 0.96% | +15,100 | New |
| Leo H. Evart, Inc. | 15,104 | $1.32M | 1.28% | +15,104 | New |
| Vestmark Advisory Solutions, Inc. | 15,187 | $1.32M | 0.07% | −670−4.2% | Reduced |
| Kore Private Wealth LLC | 15,215 | $1.33M | 0.16% | −3,591−19.1% | Reduced |
| Cable Hill Partners, LLC | 15,256 | $1.33M | 0.27% | +329+2.2% | Added |
| American Trust | 15,318 | $1.34M | 0.10% | +15,318 | New |
| Accredited Investors Inc. | 15,337 | $1.34M | 0.12% | −400−2.5% | Reduced |
| Lifeworks Advisors, LLC | 15,476 | $1.35M | 1.08% | +15,476 | New |
| Empirical Finance, LLC | 15,495 | $1.35M | 0.16% | +4,826+45.2% | Added |
| Alpine Woods Capital Investors, LLC | 15,525 | $1.35M | 0.13% | −278−1.8% | Reduced |
| Caldwell Trust Co | 15,560 | $1.36M | 0.16% | 00.0% | Unchanged |
| American National Bank | 15,583 | $1.36M | 0.27% | −1,617−9.4% | Reduced |
| Ascent Group, LLC | 16,528 | $1.36M | 0.17% | +16,528 | New |
| Capital Planning LLC | 15,602 | $1.36M | 0.50% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 15,248 | $1.36M | 0.07% | −406−2.6% | Reduced |
| First Commonwealth Financial Corp | 15,722 | $1.37M | 0.44% | −33−0.2% | Reduced |
| E Fund Management Co., Ltd. | 15,727 | $1.37M | 0.05% | −2,071−11.6% | Reduced |
| Tevis Investment Management | 15,735 | $1.37M | 1.20% | +15,735 | New |
| Timber Creek Capital Management LLC | 15,746 | $1.37M | 0.41% | −2,486−13.6% | Reduced |
| Cornerstone National Bank & Trust Co | 15,755 | $1.37M | 0.60% | −26−0.2% | Reduced |
| Trust Asset Management LLC | 15,776 | $1.38M | 0.17% | 00.0% | Unchanged |
| CenterBook Partners LP | 15,812 | $1.38M | 0.81% | +15,812 | New |
| Quantamental Technologies LLC | 15,826 | $1.38M | 0.70% | +15,826 | New |
| OPSEU Pension Plan Trust Fund | 15,545 | $1.38M | 0.31% | +3,798+32.3% | Added |
| Pflug Koory, LLC | 15,867 | $1.38M | 0.70% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 15,930 | $1.39M | 0.39% | −200−1.2% | Reduced |
| Jacobs & Co | 15,948 | $1.39M | 0.14% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 15,975 | $1.39M | 1.34% | +15,975 | New |
| Seaport Global Advisors, LLC | 15,976 | $1.39M | 1.91% | +15,976 | New |
| Malaga Cove Capital, LLC | 15,985 | $1.39M | 0.55% | +485+3.1% | Added |
| Ifrah Financial Services, Inc. | 16,000 | $1.40M | 0.37% | −101−0.6% | Reduced |
| Biltmore Family Office, LLC | 16,006 | $1.40M | 0.27% | −910−5.4% | Reduced |
| AGF Investments LLC | 16,019 | $1.40M | 0.12% | +452+2.9% | Added |
| Avantax Planning Partners, Inc. | 16,027 | $1.40M | 0.06% | +2,156+15.5% | Added |
| Parisi Gray Wealth Management | 16,111 | $1.41M | 0.53% | −43−0.3% | Reduced |
| Papp L Roy & Associates | 16,109 | $1.41M | 0.16% | +997+6.6% | Added |
| Proffitt & Goodson Inc | 16,303 | $1.42M | 0.25% | −114−0.7% | Reduced |
| Central Bank & Trust Co | 16,354 | $1.43M | 0.22% | −297−1.8% | Reduced |
| Centric Wealth Management | 16,350 | $1.43M | 0.47% | +30.0% | Added |
| Callan Capital, LLC | 16,355 | $1.43M | 0.21% | +200+1.2% | Added |
| Montecito Bank & Trust | 16,386 | $1.43M | 0.25% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 16,381 | $1.43M | 0.72% | +425+2.7% | Added |
| Monticello Wealth Management, LLC | 16,391 | $1.43M | 0.13% | +1,401+9.3% | Added |
| Choate Investment Advisors | 16,458 | $1.44M | 0.08% | +24+0.1% | Added |
| Apollon Wealth Management, LLC | 16,451 | $1.44M | 0.12% | +6,585+66.7% | Added |
| South State Corp. | 16,505 | $1.44M | 0.11% | −368−2.2% | Reduced |
| Roman Butler Fullerton & Co | 16,604 | $1.45M | 0.64% | −20.0% | Reduced |
| Cascade Investment Advisors, Inc. | 16,660 | $1.45M | 0.85% | −500−2.9% | Reduced |
| Estate Counselors, LLC | 16,704 | $1.46M | 0.18% | +79+0.5% | Added |
| Viewpoint Capital Management LLC | 16,710 | $1.46M | 1.06% | +16,710 | New |
| Conning Inc. | 16,742 | $1.46M | 0.04% | −1,343−7.4% | Reduced |
| TKG Advisors, LLC | 16,841 | $1.47M | 1.16% | +16,841 | New |
| Monetary Management Group Inc | 16,885 | $1.47M | 0.36% | −250−1.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.48M | 0.45% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 17,031 | $1.49M | 0.28% | +2,200+14.8% | Added |
| WMS Partners, LLC | 17,059 | $1.49M | 0.32% | +935+5.8% | Added |
| Principle Wealth Partners LLC | 17,089 | $1.49M | 0.16% | −291−1.7% | Reduced |
| Archford Capital Strategies, LLC | 17,090 | $1.49M | 0.34% | +394+2.4% | Added |
| Ativo Capital Management LLC | 17,097 | $1.49M | 0.66% | −290−1.7% | Reduced |
| Maryland Capital Management | 17,169 | $1.50M | 0.08% | −125−0.7% | Reduced |
| Doman Group, LLC | 17,170 | $1.50M | 1.32% | +17,170 | New |
| Cobblestone Capital Advisors LLC | 17,227 | $1.50M | 0.10% | −60−0.3% | Reduced |
| Ossiam | 17,226 | $1.50M | 0.04% | +9,674+128.1% | Added |
| Wealthspire Advisors, LLC | 17,243 | $1.50M | 0.03% | +2,761+19.1% | Added |
| Castellan Group, LLC | 17,325 | $1.51M | 1.05% | +1,075+6.6% | Added |
| Qtron Investments LLC | 17,356 | $1.51M | 0.34% | −5,676−24.6% | Reduced |
| AIMZ Investment Advisors, LLC | 17,373 | $1.51M | 0.59% | −200−1.1% | Reduced |
| Verition Fund Management LLC | 17,378 | $1.52M | 0.02% | +17,378 | New |
| Duff & Phelps Investment Management Co | 17,464 | $1.52M | 0.02% | −2,332−11.8% | Reduced |
| Focus Financial Network, Inc. | 17,507 | $1.53M | 0.22% | +924+5.6% | Added |
| Claraphi Advisory Network, LLC | 17,508 | $1.53M | 0.53% | +1,854+11.8% | Added |
| Chesapeake Wealth Management | 17,521 | $1.53M | 0.51% | −1,274−6.8% | Reduced |
| Shayne & Co., LLC | 17,538 | $1.53M | 0.82% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 17,530 | $1.53M | 0.13% | 00.0% | Unchanged |
| H. L. Ormond & Company, LLC | 18,940 | $1.53M | 1.79% | +18,940 | New |
| Allworth Financial LP | 17,562 | $1.53M | 0.02% | +43+0.2% | Added |
| Wilson & Boucher Capital Management, LLC | 17,600 | $1.53M | 1.38% | +17,600 | New |
| Washington Trust Co | 17,621 | $1.54M | 0.06% | −1,005−5.4% | Reduced |
| Curbstone Financial Management Corp | 17,624 | $1.54M | 0.27% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 17,632 | $1.54M | 0.75% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 17,681 | $1.54M | 0.04% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 17,750 | $1.55M | 0.42% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 17,787 | $1.55M | 0.00% | −1,324−6.9% | Reduced |
| Meridian Wealth Management, LLC | 17,846 | $1.56M | 0.17% | +6,777+61.2% | Added |
| Platinum Investment Management Ltd | 17,875 | $1.56M | 0.04% | −7,338−29.1% | Reduced |
| Thomasville National Bank | 17,917 | $1.56M | 0.15% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 17,919 | $1.56M | 0.13% | +4,112+29.8% | Added |
| Dorsey & Whitney Trust CO LLC | 17,938 | $1.56M | 0.13% | −409−2.2% | Reduced |
| Notis-McConarty Edward | 18,075 | $1.58M | 0.53% | −400−2.2% | Reduced |
| Insight Inv LLC | 18,088 | $1.58M | 1.45% | +18,088 | New |
| Abundance Wealth Counselors | 18,148 | $1.58M | 0.41% | −586−3.1% | Reduced |