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; 3,538 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 | 3,538 | $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 | 2,819 | $148.6B |
| Q4 2023 | 2,700 | $124.2B |
| Q3 2023 | 2,535 | $124.0B |
| Q2 2023 | 2,569 | $138.9B |
| Q1 2023 | 2,355 | $107.5B |
| Q4 2022 | 2,303 | $93.7B |
| Q3 2022 | 2,107 | $68.7B |
| Q2 2022 | 2,195 | $78.5B |
| Q1 2022 | 2,270 | $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 |
|---|---|---|---|---|---|
| PFG Advisors | 3,900 | $340.0K | 0.03% | +123+3.3% | Added |
| Roble, Belko & Company, Inc | 3,900 | $340.0K | 0.06% | +200+5.4% | Added |
| Financial Perspectives, Inc | 3,886 | $338.9K | 0.16% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 3,879 | $338.0K | 0.03% | +3,872+55,314.3% | Added |
| Westshore Wealth, LLC | 3,880 | $338.0K | 0.23% | +3,880 | New |
| Wealthquest Corp | 3,868 | $337.0K | 0.05% | −467−10.8% | Reduced |
| Heron Financial Group, LLC | 4,161 | $337.0K | 0.18% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 3,865 | $337.0K | 0.16% | 00.0% | Unchanged |
| Astrantus Ltd | 3,869 | $337.0K | 0.25% | +3,869 | New |
| Summit Financial Group Inc | 3,825 | $334.0K | 0.11% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3,816 | $333.0K | 0.03% | +4+0.1% | Added |
| Five Oceans Advisors | 3,820 | $333.0K | 0.29% | +161+4.4% | Added |
| Sweet Financial Partners, LLC | 3,823 | $333.0K | 0.14% | +3,823 | New |
| Estabrook Capital Management | 3,807 | $332.0K | 0.05% | +967+34.0% | Added |
| Patron Partners Advisors, LLC | 3,810 | $332.0K | 0.22% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 3,806 | $332.0K | 0.05% | +433+12.8% | Added |
| qPULA Trading Management LP | 3,799 | $331.0K | 0.59% | −1,050−21.7% | Reduced |
| First Citizens Financial Corp | 3,800 | $331.0K | 0.24% | 00.0% | Unchanged |
| Gould Asset Management LLC | 3,801 | $331.0K | 0.09% | +361+10.5% | Added |
| Balentine LLC | 3,795 | $331.0K | 0.01% | +821+27.6% | Added |
| Oak Thistle LLC | 3,790 | $331.0K | 0.26% | +3,790 | New |
| TCWP LLC | 3,798 | $331.0K | 0.07% | +3,798 | New |
| Frisch Financial Group, Inc. | 3,785 | $330.0K | 0.10% | +10+0.3% | Added |
| New England Asset Management Inc | 3,790 | $330.0K | 0.01% | +1,020+36.8% | Added |
| Winthrop Advisory Group LLC | 3,775 | $329.0K | 0.07% | −763−16.8% | Reduced |
| Summit Trail Advisors, LLC | 3,768 | $329.0K | 0.02% | +1,047+38.5% | Added |
| Glen Eagle Advisors, LLC | 3,727 | $325.0K | 0.08% | 00.0% | Unchanged |
| Kendall Capital Management | 3,728 | $325.0K | 0.15% | −592−13.7% | Reduced |
| Apexium Financial, LP | 3,716 | $324.0K | 0.17% | −638−14.7% | Reduced |
| E&G Advisors, LP | 3,710 | $324.0K | 0.08% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,715 | $324.0K | 0.19% | +3,715 | New |
| CJM Wealth Advisers, Ltd. | 3,709 | $323.5K | 0.23% | +3,709 | New |
| Marathon Capital Management | 3,700 | $323.0K | 0.08% | −1,036−21.9% | Reduced |
| BancorpSouth Bank | 3,709 | $323.0K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,709 | $323.0K | 0.03% | +3,709 | New |
| Vista Investment Management | 3,698 | $322.0K | 0.17% | −325−8.1% | Reduced |
| DGS Capital Management, LLC | 3,695 | $322.0K | 0.20% | +3,695 | New |
| Quilter Plc | 3,655 | $321.0K | 0.01% | −6,830−65.1% | Reduced |
| CVA Family Office, LLC | 3,676 | $321.0K | 0.08% | +1,609+77.8% | Added |
| M. Kulyk & Associates, LLC | 3,664 | $320.0K | 0.08% | +3,664 | New |
| Aptus Capital Advisors, LLC | 3,654 | $319.0K | 0.01% | −54−1.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 3,656 | $319.0K | 0.02% | +56+1.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,658 | $319.0K | 0.02% | +73+2.0% | Added |
| DF Dent & Co Inc | 3,656 | $319.0K | 0.00% | +3,656 | New |
| Old Second National Bank of Aurora | 5,260 | $318.0K | 0.09% | −63−1.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,644 | $318.0K | 0.11% | +34+0.9% | Added |
| Buffington Mohr McNeal | 3,630 | $317.0K | 0.05% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 3,627 | $316.0K | 0.10% | +62+1.7% | Added |
| Gryphon Financial Partners LLC | 3,620 | $316.0K | 0.06% | +451+14.2% | Added |
| MQS Management LLC | 3,625 | $316.0K | 0.51% | +3,625 | New |
| Beacon Financial Advisory LLC | 3,612 | $315.0K | 0.15% | +103+2.9% | Added |
| Eagle Global Advisors LLC | 3,598 | $314.0K | 0.02% | 00.0% | Unchanged |
| Innovative Portfolios LLC | 3,591 | $313.0K | 1.78% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,575 | $312.0K | 0.05% | −1,535−30.0% | Reduced |
| Connolly Sarah T. | 3,575 | $312.0K | 0.17% | +375+11.7% | Added |
| First National Bank of South Miami | 3,580 | $312.0K | 0.19% | +1,565+77.7% | Added |
| Vantage Consulting Group Inc | 3,583 | $312.0K | 0.08% | +3,583 | New |
| Syntax Advisors, LLC | 3,583 | $312.0K | 0.23% | +3,583 | New |
| Jag Capital Management, LLC | 3,567 | $311.0K | 0.02% | −443−11.0% | Reduced |
| Summit X, LLC | 3,575 | $310.0K | 0.07% | −612−14.6% | Reduced |
| Karpus Management, Inc. | 3,550 | $310.0K | 0.01% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 3,550 | $310.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,554 | $310.0K | 0.10% | +1,337+60.3% | Added |
| KG&L Capital Management,LLC | 3,551 | $310.0K | 0.12% | +3,551 | New |
| John G Ullman & Associates Inc | 3,548 | $309.0K | 0.04% | −300−7.8% | Reduced |
| TCTC Holdings, LLC | 3,545 | $309.0K | 0.01% | 00.0% | Unchanged |
| Campbell Wealth Management | 3,545 | $309.0K | 0.04% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 3,542 | $309.0K | 0.05% | +10.0% | Added |
| 55I, LLC | 3,518 | $307.0K | 0.01% | +820+30.4% | Added |
| BCS Wealth Management | 3,525 | $307.0K | 0.11% | +3,525 | New |
| Westover Capital Advisors, LLC | 3,507 | $306.0K | 0.09% | −8−0.2% | Reduced |
| Ontario Teachers Pension Plan Board | 3,510 | $306.0K | 0.00% | +831+31.0% | Added |
| Beech Hill Advisors, Inc. | 3,500 | $305.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 3,496 | $305.0K | 0.23% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,491 | $304.0K | 0.05% | 00.0% | Unchanged |
| Vicus Capital | 3,875 | $304.0K | 0.03% | +3,875 | New |
| Eclectic Associates Inc | 3,477 | $303.0K | 0.19% | −323−8.5% | Reduced |
| Anchor Capital Advisors LLC | 3,475 | $303.0K | 0.01% | 00.0% | Unchanged |
| REDW Wealth LLC | 3,455 | $301.0K | 0.09% | 00.0% | Unchanged |
| Royal Harbor Partners, LLC | 3,448 | $301.0K | 0.19% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 3,456 | $301.0K | 0.05% | +780+29.1% | Added |
| Clarity Wealth Advisors, LLC | 3,447 | $300.0K | 0.14% | −11−0.3% | Reduced |
| Pictet & Cie (Europe) SA | 3,433 | $299.0K | 0.01% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 3,421 | $298.0K | 0.02% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,418 | $298.0K | 0.14% | +66+2.0% | Added |
| Windsor Capital Management, LLC | 3,412 | $297.0K | 0.09% | +4+0.1% | Added |
| One Charles Private Wealth Services, LLC | 3,400 | $297.0K | 0.17% | +6+0.2% | Added |
| MPS Loria Financial Planners, LLC | 3,415 | $297.0K | 0.12% | +105+3.2% | Added |
| Krilogy Financial LLC | 3,398 | $296.0K | 0.03% | +111+3.4% | Added |
| Pinnacle Bancorp, Inc. | 3,377 | $295.0K | 0.10% | −75−2.2% | Reduced |
| Hancock Whitney Investment Services Inc. | 3,333 | $295.0K | 0.05% | +3,333 | New |
| Waypoint Capital Advisors, LLC | 3,367 | $294.0K | 0.20% | +3,367 | New |
| Oxbow Advisors, LLC | 3,354 | $293.0K | 0.03% | 00.0% | Unchanged |
| Burt Wealth Advisors | 3,356 | $293.0K | 0.10% | 00.0% | Unchanged |
| Ignite Planners, LLC | 3,410 | $293.0K | 0.19% | +3,410 | New |
| Wealth Dimensions Group, Ltd. | 3,351 | $292.0K | 0.14% | +600+21.8% | Added |
| IMS Capital Management | 3,336 | $291.0K | 0.15% | +10.0% | Added |
| RKL Wealth Management LLC | 3,327 | $290.0K | 0.03% | −35−1.0% | Reduced |
| Condor Capital Management | 3,326 | $290.0K | 0.03% | 00.0% | Unchanged |
| West Coast Financial LLC | 3,324 | $290.0K | 0.04% | 00.0% | Unchanged |