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; 3,536 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 | 3,536 | $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, 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 |
|---|---|---|---|---|---|
| Smallwood Wealth Investment Management, LLC | 2,760 | $241.0K | 0.22% | +2,760 | New |
| Hurlow Wealth Management Group, Inc. | 4,000 | $242.0K | 0.19% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 2,780 | $242.0K | 0.04% | −275−9.0% | Reduced |
| Werlinich Asset Management, LLC | 2,785 | $242.9K | 0.18% | +2,785 | New |
| Silvant Capital Management LLC | 2,783 | $243.0K | 0.04% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 2,788 | $243.0K | 0.19% | +2,788 | New |
| Asset Management Resources, LLC | 2,786 | $243.0K | 0.21% | +2,786 | New |
| First Citizens Bank & Trust Co | 2,816 | $245.0K | 0.01% | −10−0.4% | Reduced |
| Cahaba Wealth Management, Inc. | 2,809 | $245.0K | 0.03% | −4−0.1% | Reduced |
| Wade Financial Advisory, Inc | 2,810 | $245.0K | 0.13% | +100+3.7% | Added |
| Drive Wealth Management, LLC | 2,811 | $245.0K | 0.22% | +2,811 | New |
| Opes Wealth Management LLC | 2,818 | $246.0K | 0.08% | 00.0% | Unchanged |
| Fosun International Ltd | 2,800 | $247.0K | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,848 | $248.0K | 0.06% | −14−0.5% | Reduced |
| Keebeck Wealth Management, LLC | 2,842 | $248.0K | 0.04% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 2,860 | $249.0K | 0.04% | −622−17.9% | Reduced |
| Peddock Capital Advisors, LLC | 2,857 | $249.0K | 0.08% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 2,861 | $250.0K | 0.06% | −450−13.6% | Reduced |
| Rosenberg Matthew Hamilton | 2,868 | $250.0K | 0.09% | +95+3.4% | Added |
| InterOcean Capital Group, LLC | 2,885 | $252.0K | 0.01% | −560−16.3% | Reduced |
| Eagle Bay Advisors LLC | 2,901 | $253.0K | 0.16% | −1,576−35.2% | Reduced |
| Prentice Wealth Management LLC | 2,892 | $253.0K | 0.12% | −59−2.0% | Reduced |
| McGowan Group Asset Management, Inc. | 2,897 | $253.0K | 0.04% | +5+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 2,934 | $256.0K | 0.12% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,940 | $256.0K | 0.16% | +2,940 | New |
| Burton Enright Welch | 2,957 | $257.9K | 0.17% | +2,957 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,962 | $258.0K | 0.14% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,953 | $258.0K | 0.00% | +22+0.8% | Added |
| Kelly Financial Services LLC | 2,968 | $258.8K | 0.12% | +2+0.1% | Added |
| Watershed Asset Management, L.L.C. | 2,973 | $259.0K | 0.23% | +2,973 | New |
| MBA Advisors LLC | 3,004 | $262.0K | 0.16% | 00.0% | Unchanged |
| Ar Asset Management Inc | 3,000 | $262.0K | 0.07% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 3,000 | $262.0K | 0.07% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 3,000 | $262.0K | 0.04% | 00.0% | Unchanged |
| Carlson Capital Management | 3,008 | $262.0K | 0.02% | +321+11.9% | Added |
| Unionview, LLC | 3,004 | $262.0K | 0.25% | +3,004 | New |
| NEIRG Wealth Management, LLC | 3,007 | $262.0K | 0.05% | +3,007 | New |
| RGT Wealth Advisors, LLC | 3,016 | $263.0K | 0.04% | −540−15.2% | Reduced |
| Fundamentun, LLC | 3,021 | $263.0K | 0.04% | −59−1.9% | Reduced |
| Day & Ennis, LLC | 3,019 | $263.0K | 0.09% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,018 | $263.0K | 0.05% | +3,018 | New |
| Wealth Management Partners, LLC | 3,000 | $264.0K | 0.18% | −411−12.0% | Reduced |
| Dearborn Partners LLC | 3,031 | $264.0K | 0.01% | +3,031 | New |
| Allegheny Financial Group LTD | 3,044 | $265.0K | 0.11% | +5+0.2% | Added |
| Cedar Brook Financial Partners, LLC | 3,042 | $265.0K | 0.07% | +524+20.8% | Added |
| Crewe Advisors LLC | 3,039 | $265.0K | 0.05% | +1,050+52.8% | Added |
| Congress Asset Management Co | 3,049 | $266.0K | 0.00% | −15−0.5% | Reduced |
| Vivaldi Capital Management, LLC | 3,053 | $266.0K | 0.06% | +11+0.4% | Added |
| Madison Wealth Partners, Inc | 3,050 | $266.0K | 0.13% | +142+4.9% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,052 | $266.0K | 0.05% | +3,052 | New |
| Segment Wealth Management, LLC | 3,049 | $266.0K | 0.03% | +3,049 | New |
| Sompo Asset Management Co., Ltd. | 3,080 | $268.0K | 0.05% | +250+8.8% | Added |
| Old Port Advisors | 3,120 | $269.0K | 0.09% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 3,084 | $269.0K | 0.05% | +600+24.2% | Added |
| Goodwin Daniel L | 3,100 | $270.0K | 0.12% | 00.0% | Unchanged |
| Aries Wealth Management | 3,095 | $270.0K | 0.10% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,096 | $270.0K | 0.03% | +402+14.9% | Added |
| Archer Investment Corp | 3,100 | $270.4K | 0.09% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 3,107 | $271.0K | 0.12% | −39−1.2% | Reduced |
| Patten Group, Inc. | 3,105 | $271.0K | 0.07% | +348+12.6% | Added |
| Kolinsky Wealth Management, LLC | 3,112 | $271.0K | 0.25% | +3,112 | New |
| Coastal Investment Advisors, Inc. | 3,122 | $272.0K | 0.06% | −125−3.8% | Reduced |
| Bluesphere Advisors, LLC | 3,115 | $272.0K | 0.23% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 3,115 | $272.0K | 0.19% | +2,183+234.2% | Added |
| S&T Bank | 3,112 | $272.0K | 0.04% | +3,112 | New |
| Financial Planners of Cleveland, Inc. | 3,095 | $272.0K | 0.11% | +3,095 | New |
| IMPACTfolio, LLC | 3,129 | $273.0K | 0.24% | +3,129 | New |
| International Assets Investment Management, LLC | 3,145 | $274.0K | 0.05% | −2,338−42.6% | Reduced |
| Cornerstone Wealth Group, LLC | 3,142 | $274.0K | 0.05% | −1,126−26.4% | Reduced |
| Connable Office Inc | 3,152 | $275.0K | 0.03% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 3,150 | $275.0K | 0.03% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,153 | $275.0K | 0.06% | +205+7.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,606 | $275.0K | 0.18% | +3,606 | New |
| KilterHowling LLC | 3,162 | $275.8K | 0.25% | +3,162 | New |
| Financial Connections Group, Inc. | 3,175 | $276.0K | 0.27% | +3,175 | New |
| First Bank & Trust | 3,187 | $277.0K | 0.12% | −2−0.1% | Reduced |
| Nixon Peabody Trust Co | 3,193 | $278.0K | 0.08% | +3,193 | New |
| Secure Asset Management, LLC | 3,204 | $279.0K | 0.11% | +2+0.1% | Added |
| Johnson Bixby & Associates, LLC | 3,198 | $279.0K | 0.07% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 3,207 | $280.0K | 0.04% | −16−0.5% | Reduced |
| Merriman Wealth Management, LLC | 3,213 | $280.0K | 0.02% | +190+6.3% | Added |
| Warren Averett Asset Management, LLC | 3,522 | $281.0K | 0.02% | −11−0.3% | Reduced |
| HC Financial Advisors Inc | 3,217 | $281.0K | 0.16% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 3,232 | $282.0K | 0.04% | −5,000−60.7% | Reduced |
| Flynn Zito Capital Management, LLC | 3,251 | $282.0K | 0.24% | +3,251 | New |
| Wellington Shields & Co., LLC | 3,257 | $284.0K | 0.06% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 3,260 | $284.0K | 0.06% | 00.0% | Unchanged |
| Bridgeworth, LLC | 3,280 | $286.0K | 0.06% | −52−1.6% | Reduced |
| Northeast Financial Consultants Inc | 3,284 | $286.0K | 0.02% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 3,278 | $286.0K | 0.07% | +369+12.7% | Added |
| Shufro Rose & Co LLC | 3,275 | $286.0K | 0.02% | +800+32.3% | Added |
| Montis Financial, LLC | 3,293 | $287.0K | 0.21% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,291 | $287.0K | 0.08% | 00.0% | Unchanged |
| Hartline Investment Corp | 3,303 | $288.0K | 0.04% | −22−0.7% | Reduced |
| Wilkins Investment Counsel Inc | 3,300 | $288.0K | 0.06% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,308 | $288.0K | 0.08% | +204+6.6% | Added |
| Brewin Dolphin Wealth Management Ltd | 3,315 | $289.0K | 0.03% | −697−17.4% | Reduced |
| Hudock, Inc. | 3,316 | $289.0K | 0.08% | −38−1.1% | Reduced |
| TCI Wealth Advisors, Inc. | 3,313 | $289.0K | 0.04% | +207+6.7% | Added |
| RKL Wealth Management LLC | 3,327 | $290.0K | 0.03% | −35−1.0% | Reduced |