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; 3,537 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 | 3,507 | $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 |
|---|---|---|---|---|---|
| Desjardins Global Asset Management Inc. | 86,874 | $7.58M | 0.65% | +86,874 | New |
| Evercore Wealth Management, LLC | 86,817 | $7.57M | 0.12% | −1,048−1.2% | Reduced |
| Edgestream Partners, L.P. | 86,619 | $7.55M | 0.47% | +83,860+3,039.5% | Added |
| Veritable, L.P. | 86,505 | $7.54M | 0.11% | −422−0.5% | Reduced |
| Neumann Capital Management, LLC | 85,469 | $7.45M | 3.04% | −1,495−1.7% | Reduced |
| AXS Investments LLC | 85,012 | $7.41M | 1.75% | +85,012 | New |
| Sandy Spring Bank | 83,847 | $7.31M | 0.35% | +2,000+2.4% | Added |
| Whittier Trust Co of Nevada Inc | 83,797 | $7.31M | 0.27% | −331−0.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 83,641 | $7.29M | 0.94% | +21,600+34.8% | Added |
| Heritage Trust Co | 83,393 | $7.27M | 0.93% | +2,481+3.1% | Added |
| Toroso Investments, LLC | 83,282 | $7.26M | 0.22% | −231,096−73.5% | Reduced |
| Archon Partners LLC | 82,800 | $7.22M | 0.88% | +82,800 | New |
| First Quadrant L P | 82,759 | $7.22M | 0.78% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 82,726 | $7.21M | 1.02% | −1,052−1.3% | Reduced |
| Pitcairn Co | 82,629 | $7.21M | 0.46% | +2,303+2.9% | Added |
| E. Ohman J:or Asset Management AB | 82,000 | $7.15M | 0.21% | −3,300−3.9% | Reduced |
| Webster Bank, N. A. | 81,603 | $7.12M | 0.74% | −3,783−4.4% | Reduced |
| Valeo Financial Advisors, LLC | 81,134 | $7.08M | 0.39% | −570−0.7% | Reduced |
| Advisory Research Inc | 81,122 | $7.08M | 0.56% | −1,104−1.3% | Reduced |
| Siemens Fonds Invest GmbH | 79,933 | $7.04M | 0.46% | −2,988−3.6% | Reduced |
| GHP Investment Advisors, Inc. | 80,575 | $7.03M | 0.50% | +46+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 80,352 | $7.01M | 0.73% | +997+1.3% | Added |
| Jefferies Group LLC | 79,900 | $6.97M | 0.13% | +65,650+460.7% | Added |
| First Personal Financial Services | 79,809 | $6.96M | 1.56% | −3,871−4.6% | Reduced |
| Capital Investment Advisors, LLC | 79,380 | $6.92M | 0.21% | +5,529+7.5% | Added |
| Long Road Investment Counsel, LLC | 78,740 | $6.87M | 2.73% | −3,000−3.7% | Reduced |
| Eagle Capital Management LLC | 78,494 | $6.84M | 0.02% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 78,196 | $6.82M | 0.46% | +15,918+25.6% | Added |
| Banque Cantonale Vaudoise | 78,117 | $6.81M | 0.27% | +11,200+16.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 77,844 | $6.79M | 0.13% | −3,282−4.0% | Reduced |
| Canandaigua National Corp | 77,830 | $6.79M | 1.00% | −1,407−1.8% | Reduced |
| Dorchester Wealth Management Co | 77,784 | $6.78M | 1.35% | −620−0.8% | Reduced |
| Pathstone Family Office, LLC | 77,479 | $6.75M | 0.17% | +5,172+7.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 76,693 | $6.75M | 0.09% | +76,693 | New |
| Northwest Investment Counselors, LLC | 77,304 | $6.74M | 1.66% | −789−1.0% | Reduced |
| WealthBridge Investment Counsel Inc. | 77,253 | $6.74M | 2.86% | −635−0.8% | Reduced |
| River & Mercantile Asset Management LLP | 76,160 | $6.64M | 0.52% | −34,600−31.2% | Reduced |
| Bessemer Group Inc | 76,129 | $6.64M | 0.01% | +10,854+16.6% | Added |
| Duality Advisers, LP | 75,901 | $6.62M | 0.72% | +75,901 | New |
| Coldstream Capital Management Inc | 75,697 | $6.60M | 0.21% | +59,661+372.0% | Added |
| Argent Trust Co | 75,504 | $6.58M | 0.39% | −2,656−3.4% | Reduced |
| Prospector Partners LLC | 75,380 | $6.57M | 0.76% | −1,150−1.5% | Reduced |
| JustInvest LLC | 75,207 | $6.56M | 0.39% | +34,729+85.8% | Added |
| Bar Harbor Trust Services | 75,042 | $6.54M | 1.75% | +16,460+28.1% | Added |
| Evoke Wealth, LLC | 74,718 | $6.52M | 0.21% | −1,079−1.4% | Reduced |
| Brandes Investment Partners, LP | 74,531 | $6.50M | 0.14% | −64,457−46.4% | Reduced |
| Easterly Investment Partners LLC | 74,479 | $6.50M | 0.47% | −677−0.9% | Reduced |
| Advisory Services Network, LLC | 74,438 | $6.49M | 0.19% | +6,502+9.6% | Added |
| Sitrin Capital Management LLC | 73,912 | $6.45M | 3.03% | +73,912 | New |
| Deseret Mutual Benefit Administrators | 72,788 | $6.35M | 1.07% | +4,480+6.6% | Added |
| Cohen Klingenstein LLC | 72,700 | $6.34M | 0.25% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 72,236 | $6.30M | 0.43% | +69,485+2,525.8% | Added |
| Toth Financial Advisory Corp | 72,158 | $6.29M | 0.86% | −10,561−12.8% | Reduced |
| Scotia Capital Inc. | 71,946 | $6.27M | 0.04% | −2,055−2.8% | Reduced |
| Fairfield, Bush & Co. | 71,570 | $6.24M | 3.00% | −31,230−30.4% | Reduced |
| Mark Stevens | 71,265 | $6.21M | 0.65% | −2,795−3.8% | Reduced |
| Hourglass Capital, LLC | 70,886 | $6.18M | 2.07% | −18,877−21.0% | Reduced |
| Smithfield Trust Co | 70,642 | $6.16M | 0.38% | −357−0.5% | Reduced |
| Sawyer & Company, Inc | 69,829 | $6.09M | 2.63% | +162+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 75,904 | $6.07M | 0.09% | −46,295−37.9% | Reduced |
| Westwood Holdings Group Inc. | 69,407 | $6.05M | 0.05% | +26,918+63.4% | Added |
| CAPROCK Group, Inc. | 69,154 | $6.03M | 0.50% | +361+0.5% | Added |
| Gifford Fong Associates | 69,000 | $6.02M | 1.05% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 68,860 | $6.00M | 0.75% | +1,006+1.5% | Added |
| Union Heritage Capital, LLC | 68,410 | $5.97M | 2.79% | −10,000−12.8% | Reduced |
| Arrow Financial Corp | 67,948 | $5.92M | 0.70% | +3,274+5.1% | Added |
| Baker Tilly Wealth Management, LLC | 67,844 | $5.92M | 0.64% | +9,854+17.0% | Added |
| Concentric Wealth Management, LLC | 67,680 | $5.90M | 1.66% | −525−0.8% | Reduced |
| Barrett Asset Management, LLC | 67,077 | $5.85M | 0.22% | +5,581+9.1% | Added |
| NJ State Employees Deferred Compensation Plan | 67,000 | $5.84M | 0.74% | −5,000−6.9% | Reduced |
| Smith Shellnut Wilson LLC | 66,986 | $5.84M | 2.89% | −281−0.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 66,201 | $5.77M | 0.29% | +16,926+34.4% | Added |
| Atlantic Union Bankshares Corp | 65,924 | $5.75M | 0.49% | −970−1.5% | Reduced |
| HB Wealth Management, LLC | 65,886 | $5.75M | 0.12% | +65,886 | New |
| Chicago Trust Co NA | 65,705 | $5.73M | 1.14% | −2,439−3.6% | Reduced |
| Bard Financial Services, Inc. | 65,580 | $5.72M | 0.46% | +1,500+2.3% | Added |
| Lountzis Asset Management, LLC | 65,191 | $5.69M | 3.25% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 65,068 | $5.67M | 0.11% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 64,946 | $5.66M | 0.15% | +2,185+3.5% | Added |
| Camden National Bank | 64,506 | $5.63M | 0.99% | −470−0.7% | Reduced |
| Calamos Wealth Management LLC | 64,466 | $5.62M | 0.41% | +5,780+9.8% | Added |
| Alpha Cubed Investments, LLC | 63,491 | $5.54M | 0.36% | −2,101−3.2% | Reduced |
| Griffin Asset Management, Inc. | 63,391 | $5.53M | 0.69% | −50−0.1% | Reduced |
| Abbrea Capital, LLC | 62,636 | $5.46M | 0.74% | −55−0.1% | Reduced |
| Stolper Co | 62,619 | $5.46M | 2.43% | −32−0.1% | Reduced |
| Investment House LLC | 62,527 | $5.45M | 0.35% | −1,950−3.0% | Reduced |
| Cannell Peter B & Co Inc | 62,099 | $5.42M | 0.15% | −4,006−6.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 61,798 | $5.39M | 0.45% | +3,871+6.7% | Added |
| FDx Advisors, Inc. | 61,754 | $5.39M | 0.15% | +22,037+55.5% | Added |
| Ethic Inc. | 61,609 | $5.37M | 0.41% | +5,253+9.3% | Added |
| De Burlo Group Inc | 61,433 | $5.36M | 0.78% | −49,600−44.7% | Reduced |
| Simmons Bank | 61,280 | $5.34M | 0.37% | −2,737−4.3% | Reduced |
| Spring Capital Management, LLC | 61,185 | $5.34M | 4.24% | +61,185 | New |
| Zeke Capital Advisors, LLC | 61,153 | $5.33M | 0.31% | +7,051+13.0% | Added |
| Balyasny Asset Management LLC | 60,502 | $5.28M | 0.02% | −544,560−90.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 60,296 | $5.26M | 0.33% | −1,456−2.4% | Reduced |
| Hantz Financial Services, Inc. | 60,243 | $5.25M | 0.15% | +2,609+4.5% | Added |
| Gillespie Robinson & Grimm Inc | 60,105 | $5.24M | 0.41% | −695−1.1% | Reduced |
| Coastline Trust Co | 59,436 | $5.18M | 0.59% | −340−0.6% | Reduced |
| Perkins Coie Trust Co | 59,379 | $5.18M | 1.52% | +656+1.1% | Added |