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 |
|---|---|---|---|---|---|
| Cito Capital Group, LLC | 14,825 | $1.29M | 0.54% | −2,000−11.9% | Reduced |
| Kiley Juergens Wealth Management, LLC | 14,725 | $1.28M | 0.49% | +14,725 | New |
| Bank of Nova Scotia Trust Co | 14,700 | $1.28M | 0.11% | −199−1.3% | Reduced |
| St. Johns Investment Management Company, LLC | 14,702 | $1.28M | 0.65% | −109−0.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,691 | $1.28M | 0.19% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14,633 | $1.28M | 0.32% | +3,415+30.4% | Added |
| Harvest Fund Management Co., Ltd | 14,439 | $1.27M | 0.22% | +6,473+81.3% | Added |
| GSB Wealth Management, LLC | 14,590 | $1.27M | 0.37% | +14,590 | New |
| BDO Wealth Advisors, LLC | 14,551 | $1.27M | 0.13% | −85−0.6% | Reduced |
| Jeppson Wealth Management, LLC | 14,524 | $1.27M | 0.61% | −200−1.4% | Reduced |
| Salem Investment Counselors Inc | 14,475 | $1.26M | 0.04% | +2,381+19.7% | Added |
| Wintrust Investments LLC | 14,429 | $1.26M | 0.12% | +14,429 | New |
| Johnson Financial Group, Inc. | 14,380 | $1.25M | 0.08% | +1,489+11.6% | Added |
| Ausdal Financial Partners, Inc. | 14,354 | $1.25M | 0.17% | −1,019−6.6% | Reduced |
| Commerzbank Aktiengesellschaft | 14,352 | $1.25M | 0.07% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 14,348 | $1.25M | 0.35% | +14,348 | New |
| Lumature Wealth Partners, LLC | 14,301 | $1.25M | 0.48% | +304+2.2% | Added |
| Little House Capital LLC | 14,294 | $1.25M | 0.66% | +1,042+7.9% | Added |
| Allred Capital Management, LLC | 14,180 | $1.24M | 0.60% | −584−4.0% | Reduced |
| Renaissance Group LLC | 14,106 | $1.23M | 0.05% | +269+1.9% | Added |
| Trustco Bank Corp N Y | 13,988 | $1.22M | 1.07% | −725−4.9% | Reduced |
| Frontier Wealth Management LLC | 13,967 | $1.22M | 0.08% | −222−1.6% | Reduced |
| Davis R M Inc | 13,948 | $1.22M | 0.03% | +428+3.2% | Added |
| Sargent Investment Group, LLC | 13,903 | $1.21M | 0.28% | +445+3.3% | Added |
| Knuff & Co LLC | 13,850 | $1.21M | 0.37% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 13,744 | $1.20M | 0.08% | −1,358−9.0% | Reduced |
| White Pine Capital LLC | 13,749 | $1.20M | 0.35% | +630+4.8% | Added |
| MA Private Wealth | 13,737 | $1.20M | 0.22% | −8−0.1% | Reduced |
| Atlas Capital Advisors LLC | 13,716 | $1.20M | 0.18% | +1,923+16.3% | Added |
| Spinnaker Trust | 13,685 | $1.19M | 0.08% | 00.0% | Unchanged |
| Gries Financial LLC | 13,650 | $1.19M | 0.49% | −7,901−36.7% | Reduced |
| Centaurus Financial, Inc. | 13,561 | $1.18M | 0.09% | +259+1.9% | Added |
| United Asset Strategies, Inc. | 13,474 | $1.18M | 0.14% | −369−2.7% | Reduced |
| Clear Perspective Advisors, LLC | 13,409 | $1.17M | 0.35% | +575+4.5% | Added |
| Congress Wealth Management LLC | 13,377 | $1.17M | 0.02% | +13,377 | New |
| Avalon Investment & Advisory | 13,314 | $1.16M | 0.03% | −1,018−7.1% | Reduced |
| Semmax Financial Advisors Inc. | 13,304 | $1.16M | 0.43% | −7,409−35.8% | Reduced |
| GraniteShares Advisors LLC | 13,254 | $1.16M | 0.53% | +13,254 | New |
| Meadow Creek Wealth Advisors LLC | 13,209 | $1.15M | 1.09% | +13,209 | New |
| Roberts Wealth Advisors, LLC | 13,088 | $1.15M | 0.41% | −17,610−57.4% | Reduced |
| Charles Schwab Trust Co | 13,188 | $1.15M | 0.19% | −176−1.3% | Reduced |
| Bridge Creek Capital Management LLC | 13,090 | $1.14M | 0.39% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 13,079 | $1.14M | 0.22% | +10,015+326.9% | Added |
| Benin Management CORP | 13,075 | $1.14M | 0.34% | 00.0% | Unchanged |
| Smith, Moore & Co. | 13,075 | $1.14M | 0.16% | +135+1.0% | Added |
| Community Bank & Trust, Waco, Texas | 13,070 | $1.14M | 0.34% | +1,432+12.3% | Added |
| First National Bank Sioux Falls | 13,028 | $1.14M | 1.21% | +5,455+72.0% | Added |
| Integrated Advisors Network LLC | 12,979 | $1.13M | 0.07% | −1,476−10.2% | Reduced |
| Insight 2811, Inc. | 12,954 | $1.13M | 0.64% | −228−1.7% | Reduced |
| Great Valley Advisor Group, Inc. | 12,927 | $1.13M | 0.07% | +2,042+18.8% | Added |
| Tempus Wealth Planning, LLC | 12,923 | $1.13M | 0.61% | +76+0.6% | Added |
| Avidian Wealth Solutions, LLC | 12,910 | $1.13M | 0.07% | +615+5.0% | Added |
| Clark Capital Management Group, Inc. | 12,878 | $1.12M | 0.01% | +196+1.5% | Added |
| Cypress Capital Group | 12,769 | $1.11M | 0.14% | −11,226−46.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 12,695 | $1.11M | 0.02% | +75+0.6% | Added |
| Wealth Alliance | 12,663 | $1.10M | 0.22% | −352−2.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 12,651 | $1.10M | 0.36% | +100+0.8% | Added |
| WBH Advisory Inc | 12,625 | $1.10M | 0.13% | +10.0% | Added |
| Auxier Asset Management | 12,618 | $1.10M | 0.17% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 12,616 | $1.10M | 0.14% | +2,405+23.6% | Added |
| Marks Group Wealth Management, Inc | 12,546 | $1.10M | 0.13% | +3,092+32.7% | Added |
| Woodmont Investment Counsel LLC | 12,587 | $1.10M | 0.14% | −2,450−16.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 12,554 | $1.10M | 0.02% | +4,915+64.3% | Added |
| Barnett & Company, Inc. | 12,550 | $1.09M | 0.76% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 12,546 | $1.09M | 0.14% | +673+5.7% | Added |
| MBB Public Markets I LLC | 12,533 | $1.09M | 0.02% | +12,533 | New |
| Intercontinental Wealth Advisors, LLC | 12,525 | $1.09M | 0.23% | −961−7.1% | Reduced |
| Marcum Wealth, LLC | 12,438 | $1.08M | 0.15% | +617+5.2% | Added |
| Pine Haven Investment Counsel, Inc | 12,440 | $1.08M | 1.01% | +12,440 | New |
| London & Capital Asset Management Ltd | 12,397 | $1.08M | 0.07% | −288−2.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 12,256 | $1.07M | 0.28% | −1,190−8.9% | Reduced |
| Old National Bancorp | 12,214 | $1.07M | 0.04% | −6,783−35.7% | Reduced |
| Alpha Omega Wealth Management LLC | 12,111 | $1.06M | 0.16% | +801+7.1% | Added |
| Midwest Professional Planners, LTD. | 12,162 | $1.06M | 0.52% | +139+1.2% | Added |
| North Star Investment Management Corp. | 12,059 | $1.05M | 0.07% | +207+1.7% | Added |
| TruWealth Advisors, LLC | 11,947 | $1.04M | 0.11% | +333+2.9% | Added |
| Modera Wealth Management, LLC | 11,935 | $1.04M | 0.04% | +1,265+11.9% | Added |
| Silicon Valley Community Foundation | 11,912 | $1.04M | 0.07% | +11,912 | New |
| Cubic Asset Management, LLC | 11,865 | $1.03M | 0.23% | 00.0% | Unchanged |
| Brookstone Capital Management | 11,764 | $1.03M | 0.02% | +193+1.7% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 11,786 | $1.03M | 0.23% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 11,792 | $1.03M | 0.20% | +195+1.7% | Added |
| Koshinski Asset Management, Inc. | 11,771 | $1.03M | 0.08% | −175−1.5% | Reduced |
| Weatherly Asset Management L. P. | 11,730 | $1.02M | 0.11% | +30.0% | Added |
| American National Registered Investment Advisor, Inc. | 11,720 | $1.02M | 0.34% | −30.0% | Reduced |
| Grimes & Company, Inc. | 11,659 | $1.02M | 0.05% | +1,029+9.7% | Added |
| Ashton Thomas Private Wealth, LLC | 11,649 | $1.02M | 0.10% | +1,416+13.8% | Added |
| American Portfolios Advisors | 11,622 | $1.01M | 0.03% | +116+1.0% | Added |
| TD Private Client Wealth LLC | 11,547 | $1.01M | 0.04% | −5,981−34.1% | Reduced |
| Platform Technology Partners | 11,551 | $1.01M | 0.44% | −320−2.7% | Reduced |
| Atlas Brown,Inc. | 11,484 | $1.00M | 0.39% | −15−0.1% | Reduced |
| Moneta Group Investment Advisors LLC | 11,467 | $1.00M | 0.04% | +1,677+17.1% | Added |
| Enhancing Capital LLC | 11,470 | $1.00M | 1.09% | +11,470 | New |
| Capital Advisors Inc | 11,447 | $998.0K | 0.03% | −887−7.2% | Reduced |
| Capital Analysts, LLC | 11,446 | $998.0K | 0.06% | +746+7.0% | Added |
| Level Four Advisory Services, LLC | 11,430 | $997.0K | 0.08% | +4,409+62.8% | Added |
| CMG Global Holdings, LLC | 11,382 | $993.0K | 0.64% | 00.0% | Unchanged |
| Barton Investment Management | 11,375 | $992.0K | 0.09% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,350 | $990.0K | 0.04% | −197−1.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 11,252 | $981.0K | 0.12% | 00.0% | Unchanged |