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
- +224 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
- 89
- 889 more reduced
33 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 |
|---|---|---|---|---|---|
| Perkins Coie Trust Co | 59,379 | $5.18M | 1.52% | +656+1.1% | Added |
| Coastline Trust Co | 59,436 | $5.18M | 0.59% | −340−0.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 60,105 | $5.24M | 0.41% | −695−1.1% | Reduced |
| Hantz Financial Services, Inc. | 60,243 | $5.25M | 0.15% | +2,609+4.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 60,296 | $5.26M | 0.33% | −1,456−2.4% | Reduced |
| Balyasny Asset Management LLC | 60,502 | $5.28M | 0.02% | −544,560−90.0% | Reduced |
| Zeke Capital Advisors, LLC | 61,153 | $5.33M | 0.31% | +7,051+13.0% | Added |
| Spring Capital Management, LLC | 61,185 | $5.34M | 4.24% | +61,185 | New |
| Simmons Bank | 61,280 | $5.34M | 0.37% | −2,737−4.3% | Reduced |
| De Burlo Group Inc | 61,433 | $5.36M | 0.78% | −49,600−44.7% | Reduced |
| Ethic Inc. | 61,609 | $5.37M | 0.41% | +5,253+9.3% | Added |
| FDx Advisors, Inc. | 61,754 | $5.39M | 0.15% | +22,037+55.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 61,798 | $5.39M | 0.45% | +3,871+6.7% | Added |
| Cannell Peter B & Co Inc | 62,099 | $5.42M | 0.15% | −4,006−6.1% | Reduced |
| Investment House LLC | 62,527 | $5.45M | 0.35% | −1,950−3.0% | Reduced |
| Stolper Co | 62,619 | $5.46M | 2.43% | −32−0.1% | Reduced |
| Abbrea Capital, LLC | 62,636 | $5.46M | 0.74% | −55−0.1% | Reduced |
| Griffin Asset Management, Inc. | 63,391 | $5.53M | 0.69% | −50−0.1% | Reduced |
| Alpha Cubed Investments, LLC | 63,491 | $5.54M | 0.36% | −2,101−3.2% | Reduced |
| Calamos Wealth Management LLC | 64,466 | $5.62M | 0.41% | +5,780+9.8% | Added |
| Camden National Bank | 64,506 | $5.63M | 0.99% | −470−0.7% | Reduced |
| Beacon Pointe Advisors, LLC | 64,946 | $5.66M | 0.15% | +2,185+3.5% | Added |
| Richard Bernstein Advisors LLC | 65,068 | $5.67M | 0.11% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 65,191 | $5.69M | 3.25% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 65,580 | $5.72M | 0.46% | +1,500+2.3% | Added |
| Chicago Trust Co NA | 65,705 | $5.73M | 1.14% | −2,439−3.6% | Reduced |
| HB Wealth Management, LLC | 65,886 | $5.75M | 0.12% | +65,886 | New |
| Atlantic Union Bankshares Corp | 65,924 | $5.75M | 0.49% | −970−1.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 66,201 | $5.77M | 0.29% | +16,926+34.4% | Added |
| Smith Shellnut Wilson LLC | 66,986 | $5.84M | 2.89% | −281−0.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 67,000 | $5.84M | 0.74% | −5,000−6.9% | Reduced |
| Barrett Asset Management, LLC | 67,077 | $5.85M | 0.22% | +5,581+9.1% | Added |
| Concentric Wealth Management, LLC | 67,680 | $5.90M | 1.66% | −525−0.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 67,844 | $5.92M | 0.64% | +9,854+17.0% | Added |
| Arrow Financial Corp | 67,948 | $5.92M | 0.70% | +3,274+5.1% | Added |
| Union Heritage Capital, LLC | 68,410 | $5.97M | 2.79% | −10,000−12.8% | Reduced |
| Stokes Family Office, LLC | 68,860 | $6.00M | 0.75% | +1,006+1.5% | Added |
| Gifford Fong Associates | 69,000 | $6.02M | 1.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 69,154 | $6.03M | 0.50% | +361+0.5% | Added |
| Westwood Holdings Group Inc. | 69,407 | $6.05M | 0.05% | +26,918+63.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 75,904 | $6.07M | 0.09% | −46,295−37.9% | Reduced |
| Sawyer & Company, Inc | 69,829 | $6.09M | 2.63% | +162+0.2% | Added |
| Smithfield Trust Co | 70,642 | $6.16M | 0.38% | −357−0.5% | Reduced |
| Hourglass Capital, LLC | 70,886 | $6.18M | 2.07% | −18,877−21.0% | Reduced |
| Mark Stevens | 71,265 | $6.21M | 0.65% | −2,795−3.8% | Reduced |
| Fairfield, Bush & Co. | 71,570 | $6.24M | 3.00% | −31,230−30.4% | Reduced |
| Scotia Capital Inc. | 71,946 | $6.27M | 0.04% | −2,055−2.8% | Reduced |
| Toth Financial Advisory Corp | 72,158 | $6.29M | 0.86% | −10,561−12.8% | Reduced |
| Annex Advisory Services, LLC | 72,236 | $6.30M | 0.43% | +69,485+2,525.8% | Added |
| Cohen Klingenstein LLC | 72,700 | $6.34M | 0.25% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 72,788 | $6.35M | 1.07% | +4,480+6.6% | Added |
| Sitrin Capital Management LLC | 73,912 | $6.45M | 3.03% | +73,912 | New |
| Advisory Services Network, LLC | 74,438 | $6.49M | 0.19% | +6,502+9.6% | Added |
| Easterly Investment Partners LLC | 74,479 | $6.50M | 0.47% | −677−0.9% | Reduced |
| Brandes Investment Partners, LP | 74,531 | $6.50M | 0.14% | −64,457−46.4% | Reduced |
| Evoke Wealth, LLC | 74,718 | $6.52M | 0.21% | −1,079−1.4% | Reduced |
| Bar Harbor Trust Services | 75,042 | $6.54M | 1.75% | +16,460+28.1% | Added |
| JustInvest LLC | 75,207 | $6.56M | 0.39% | +34,729+85.8% | Added |
| Prospector Partners LLC | 75,380 | $6.57M | 0.76% | −1,150−1.5% | Reduced |
| Argent Trust Co | 75,504 | $6.58M | 0.39% | −2,656−3.4% | Reduced |
| Coldstream Capital Management Inc | 75,697 | $6.60M | 0.21% | +59,661+372.0% | Added |
| Duality Advisers, LP | 75,901 | $6.62M | 0.72% | +75,901 | New |
| Bessemer Group Inc | 76,129 | $6.64M | 0.01% | +10,854+16.6% | Added |
| River & Mercantile Asset Management LLP | 76,160 | $6.64M | 0.52% | −34,600−31.2% | Reduced |
| WealthBridge Investment Counsel Inc. | 77,253 | $6.74M | 2.86% | −635−0.8% | Reduced |
| Northwest Investment Counselors, LLC | 77,304 | $6.74M | 1.66% | −789−1.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 76,693 | $6.75M | 0.09% | +76,693 | New |
| Pathstone Family Office, LLC | 77,479 | $6.75M | 0.17% | +5,172+7.2% | Added |
| Dorchester Wealth Management Co | 77,784 | $6.78M | 1.35% | −620−0.8% | Reduced |
| Canandaigua National Corp | 77,830 | $6.79M | 1.00% | −1,407−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 77,844 | $6.79M | 0.13% | −3,282−4.0% | Reduced |
| Banque Cantonale Vaudoise | 78,117 | $6.81M | 0.27% | +11,200+16.7% | Added |
| Moody Lynn & Lieberson, LLC | 78,196 | $6.82M | 0.46% | +15,918+25.6% | Added |
| Eagle Capital Management LLC | 78,494 | $6.84M | 0.02% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 78,740 | $6.87M | 2.73% | −3,000−3.7% | Reduced |
| Capital Investment Advisors, LLC | 79,380 | $6.92M | 0.21% | +5,529+7.5% | Added |
| First Personal Financial Services | 79,809 | $6.96M | 1.56% | −3,871−4.6% | Reduced |
| Jefferies Group LLC | 79,900 | $6.97M | 0.13% | +65,650+460.7% | Added |
| Mount Yale Investment Advisors, LLC | 80,352 | $7.01M | 0.73% | +997+1.3% | Added |
| GHP Investment Advisors, Inc. | 80,575 | $7.03M | 0.50% | +46+0.1% | Added |
| Siemens Fonds Invest GmbH | 79,933 | $7.04M | 0.46% | −2,988−3.6% | Reduced |
| Advisory Research Inc | 81,122 | $7.08M | 0.56% | −1,104−1.3% | Reduced |
| Valeo Financial Advisors, LLC | 81,134 | $7.08M | 0.39% | −570−0.7% | Reduced |
| Webster Bank, N. A. | 81,603 | $7.12M | 0.74% | −3,783−4.4% | Reduced |
| E. Ohman J:or Asset Management AB | 82,000 | $7.15M | 0.21% | −3,300−3.9% | Reduced |
| Pitcairn Co | 82,629 | $7.21M | 0.46% | +2,303+2.9% | Added |
| Thompson Investment Management, Inc. | 82,726 | $7.21M | 1.02% | −1,052−1.3% | Reduced |
| First Quadrant L P | 82,759 | $7.22M | 0.78% | 00.0% | Unchanged |
| Archon Partners LLC | 82,800 | $7.22M | 0.88% | +82,800 | New |
| Toroso Investments, LLC | 83,282 | $7.26M | 0.22% | −231,096−73.5% | Reduced |
| Heritage Trust Co | 83,393 | $7.27M | 0.93% | +2,481+3.1% | Added |
| Te Ahumairangi Investment Management Ltd | 83,641 | $7.29M | 0.94% | +21,600+34.8% | Added |
| Whittier Trust Co of Nevada Inc | 83,797 | $7.31M | 0.27% | −331−0.4% | Reduced |
| Sandy Spring Bank | 83,847 | $7.31M | 0.35% | +2,000+2.4% | Added |
| AXS Investments LLC | 85,012 | $7.41M | 1.75% | +85,012 | New |
| Neumann Capital Management, LLC | 85,469 | $7.45M | 3.04% | −1,495−1.7% | Reduced |
| Veritable, L.P. | 86,505 | $7.54M | 0.11% | −422−0.5% | Reduced |
| Edgestream Partners, L.P. | 86,619 | $7.55M | 0.47% | +83,860+3,039.5% | Added |
| Evercore Wealth Management, LLC | 86,817 | $7.57M | 0.12% | −1,048−1.2% | Reduced |
| Desjardins Global Asset Management Inc. | 86,874 | $7.58M | 0.65% | +86,874 | New |