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 |
|---|---|---|---|---|---|
| Meridian Investment Counsel Inc. | 32,616 | $2.84M | 0.94% | +3,483+12.0% | Added |
| Keene & Associates, Inc. | 32,621 | $2.85M | 2.46% | +32,621 | New |
| Holderness Investments Co | 32,761 | $2.86M | 0.84% | −93−0.3% | Reduced |
| Schnieders Capital Management LLC | 32,756 | $2.86M | 0.67% | +2,930+9.8% | Added |
| Selway Asset Management | 32,800 | $2.86M | 1.36% | +32,800 | New |
| Capital Fund Management S.A. | 32,835 | $2.86M | 0.07% | +19,205+140.9% | Added |
| TCW Group Inc | 32,851 | $2.87M | 0.02% | +32,851 | New |
| West Branch Capital LLC | 32,882 | $2.87M | 1.22% | +630+2.0% | Added |
| Ferris Capital, LLC | 32,922 | $2.87M | 0.62% | −855−2.5% | Reduced |
| Spirit of America Management Corp | 32,975 | $2.88M | 0.58% | −400−1.2% | Reduced |
| Sculati Wealth Management, LLC | 32,981 | $2.88M | 1.39% | +522+1.6% | Added |
| Eads & Heald Wealth Management | 33,005 | $2.88M | 1.25% | −1,237−3.6% | Reduced |
| Financial Counselors Inc | 33,089 | $2.89M | 0.06% | −5,617−14.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 33,132 | $2.89M | 0.45% | −1,324−3.8% | Reduced |
| Veriti Management LLC | 33,141 | $2.89M | 0.37% | −66−0.2% | Reduced |
| Security National Bank of So Dak | 33,221 | $2.90M | 1.95% | −115−0.3% | Reduced |
| XML Financial, LLC | 33,238 | $2.90M | 0.35% | −34−0.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 33,312 | $2.90M | 0.13% | −5,727−14.7% | Reduced |
| 6 Meridian | 33,668 | $2.94M | 0.21% | −487−1.4% | Reduced |
| Savant Capital, LLC | 33,681 | $2.94M | 0.10% | +2,627+8.5% | Added |
| West Oak Capital, LLC | 33,950 | $2.96M | 1.09% | −955−2.7% | Reduced |
| Pensionfund DSM Netherlands | 34,000 | $2.96M | 0.34% | −6,500−16.0% | Reduced |
| Wealthcare Advisory Partners LLC | 33,998 | $2.96M | 0.18% | +714+2.1% | Added |
| Ion Asset Management Ltd. | 34,000 | $2.96M | 0.38% | +34,000 | New |
| Taylor Hoffman Wealth Management | 34,019 | $2.97M | 1.13% | +27,060+388.8% | Added |
| Manchester Capital Management LLC | 34,388 | $3.00M | 0.39% | −25−0.1% | Reduced |
| Delta Financial Advisors LLC | 34,738 | $3.03M | 1.23% | −32−0.1% | Reduced |
| Quadrant Capital Group LLC | 34,869 | $3.04M | 0.36% | +2,107+6.4% | Added |
| Family Legacy, Inc. | 34,426 | $3.05M | 1.25% | −151−0.4% | Reduced |
| Voloridge Investment Management, LLC | 35,019 | $3.05M | 0.02% | +35,019 | New |
| Madison Wealth Management | 35,051 | $3.06M | 0.61% | −349−1.0% | Reduced |
| Pearl River Capital, LLC | 35,054 | $3.06M | 0.83% | +35,054 | New |
| Eukles Asset Management | 35,330 | $3.08M | 1.49% | +847+2.5% | Added |
| Harbor Investment Advisory, LLC | 35,378 | $3.08M | 0.39% | −909−2.5% | Reduced |
| Capital Insight Partners, LLC | 35,387 | $3.09M | 0.63% | +1,179+3.4% | Added |
| SOL Capital Management CO | 35,410 | $3.09M | 0.56% | −500−1.4% | Reduced |
| Private Trust Co NA | 35,608 | $3.10M | 0.43% | −1,464−3.9% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 35,785 | $3.12M | 0.88% | −320−0.9% | Reduced |
| Independent Investors Inc | 35,900 | $3.13M | 0.67% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 35,926 | $3.13M | 0.08% | +882+2.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 35,985 | $3.14M | 1.79% | −375−1.0% | Reduced |
| Means Investment Co., Inc. | 36,073 | $3.15M | 0.56% | −54−0.1% | Reduced |
| Spire Wealth Management | 36,326 | $3.17M | 0.07% | +13,792+61.2% | Added |
| Pictet North America Advisors SA | 36,332 | $3.17M | 0.31% | +1,428+4.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 36,556 | $3.19M | 0.70% | +10,794+41.9% | Added |
| Analyst IMS Investment Management Services Ltd. | 36,250 | $3.19M | 0.30% | −2,240−5.8% | Reduced |
| Hartford Financial Management Inc. | 36,657 | $3.20M | 0.74% | −740−2.0% | Reduced |
| Fishman Jay A Ltd | 36,785 | $3.21M | 0.34% | −100−0.3% | Reduced |
| Resonant Capital Advisors, LLC | 36,801 | $3.21M | 0.48% | +3,011+8.9% | Added |
| Personal Capital Advisors Corp | 37,180 | $3.21M | 0.01% | +2,143+6.1% | Added |
| Ashfield Capital Partners, LLC | 36,914 | $3.22M | 0.21% | −1,999−5.1% | Reduced |
| Cigna Investments Inc | 36,952 | $3.22M | 0.25% | −14,282−27.9% | Reduced |
| Westport Asset Management Inc | 37,000 | $3.23M | 1.46% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 37,028 | $3.23M | 0.19% | −977−2.6% | Reduced |
| Transcend Wealth Collective, LLC | 37,155 | $3.24M | 0.29% | +575+1.6% | Added |
| Balasa Dinverno & Foltz LLC | 37,224 | $3.25M | 0.21% | −1,080−2.8% | Reduced |
| Virtu Financial LLC | 37,232 | $3.25M | 0.33% | +37,232 | New |
| Smith Chas P & Associates Pa Cpas | 37,360 | $3.26M | 0.22% | −1,490−3.8% | Reduced |
| Bartlett & Co. LLC | 37,737 | $3.29M | 0.06% | −410−1.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 37,737 | $3.29M | 0.06% | −410−1.1% | Reduced |
| Telemus Capital, LLC | 37,816 | $3.30M | 0.27% | −1,359−3.5% | Reduced |
| Oppenheimer & Co Inc | 38,158 | $3.33M | 0.06% | −3,164−7.7% | Reduced |
| Lockheed Martin Investment Management Co | 38,207 | $3.33M | 0.18% | 00.0% | Unchanged |
| Wedbush Securities Inc | 38,260 | $3.34M | 0.14% | +2,431+6.8% | Added |
| Central Trust Co | 38,499 | $3.36M | 0.09% | −235−0.6% | Reduced |
| Ropes Wealth Advisors LLC | 38,669 | $3.37M | 0.59% | −11,751−23.3% | Reduced |
| Banque Pictet & Cie SA | 38,711 | $3.38M | 0.02% | +3,807+10.9% | Added |
| National Asset Management, Inc. | 38,767 | $3.38M | 0.10% | +1,367+3.7% | Added |
| Welch Group, LLC | 38,808 | $3.38M | 0.20% | +1,791+4.8% | Added |
| Winton Group Ltd | 39,009 | $3.40M | 0.21% | −33,239−46.0% | Reduced |
| Northstar Advisory Group, LLC | 39,122 | $3.41M | 2.02% | +39,122 | New |
| Exeter Financial, LLC | 38,389 | $3.42M | 1.87% | −3,957−9.3% | Reduced |
| Moody National Bank Trust Division | 39,542 | $3.45M | 0.10% | −96,734−71.0% | Reduced |
| Corient Capital Partners, LLC | 39,896 | $3.48M | 0.23% | +605+1.5% | Added |
| Baker Avenue Asset Management, LP | 39,924 | $3.48M | 0.18% | +1,806+4.7% | Added |
| Patton Fund Management, Inc. | 39,935 | $3.48M | 1.06% | +39,935 | New |
| New Potomac Partners, LLC | 39,955 | $3.48M | 2.26% | −3,795−8.7% | Reduced |
| RBF Capital, LLC | 40,000 | $3.49M | 0.22% | 00.0% | Unchanged |
| Aspiriant, LLC | 40,060 | $3.49M | 0.19% | +24,750+161.7% | Added |
| Chase Investment Counsel Corp | 40,274 | $3.51M | 1.41% | −55−0.1% | Reduced |
| Heritage Wealth Advisors | 40,364 | $3.52M | 0.19% | +700+1.8% | Added |
| First American Bank | 40,400 | $3.52M | 0.19% | 00.0% | Unchanged |
| Bailard, Inc. | 40,400 | $3.52M | 0.11% | +1,665+4.3% | Added |
| Verdence Capital Advisors LLC | 40,432 | $3.53M | 0.42% | +119+0.3% | Added |
| Redpoint Investment Management Pty Ltd | 40,584 | $3.54M | 0.28% | −4,863−10.7% | Reduced |
| DCM Advisors, LLC | 40,816 | $3.56M | 1.05% | +15,714+62.6% | Added |
| Logan Capital Management Inc | 41,072 | $3.58M | 0.16% | −2,849−6.5% | Reduced |
| Capstone Investment Advisors, LLC | 41,260 | $3.60M | 0.06% | +17,643+74.7% | Added |
| Gould Capital, LLC | 41,497 | $3.62M | 2.53% | +41,497 | New |
| Beacon Financial Group | 41,279 | $3.63M | 0.47% | +874+2.2% | Added |
| Hennessy Advisors Inc | 41,607 | $3.63M | 0.21% | −1,832−4.2% | Reduced |
| Capital City Trust Co | 41,773 | $3.64M | 1.03% | +1,697+4.2% | Added |
| Trust Co of Vermont | 41,828 | $3.65M | 0.23% | −28−0.1% | Reduced |
| Echo Street Capital Management LLC | 41,872 | $3.65M | 0.02% | +38,882+1,300.4% | Added |
| Core Alternative Capital | 41,937 | $3.66M | 0.74% | −1,276−3.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 41,977 | $3.66M | 0.34% | −833−1.9% | Reduced |
| DCF Advisers, LLC | 42,500 | $3.71M | 1.87% | +2,500+6.3% | Added |
| We Are One Seven, LLC | 42,618 | $3.72M | 0.39% | +11,304+36.1% | Added |
| River Wealth Advisors LLC | 42,710 | $3.73M | 0.58% | −719−1.7% | Reduced |
| Fairhaven Wealth Management, LLC | 42,753 | $3.73M | 1.45% | +376+0.9% | Added |