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 |
|---|---|---|---|---|---|
| Fairhaven Wealth Management, LLC | 42,753 | $3.73M | 1.45% | +376+0.9% | Added |
| River Wealth Advisors LLC | 42,710 | $3.73M | 0.58% | −719−1.7% | Reduced |
| We Are One Seven, LLC | 42,618 | $3.72M | 0.39% | +11,304+36.1% | Added |
| DCF Advisers, LLC | 42,500 | $3.71M | 1.87% | +2,500+6.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 41,977 | $3.66M | 0.34% | −833−1.9% | Reduced |
| Core Alternative Capital | 41,937 | $3.66M | 0.74% | −1,276−3.0% | Reduced |
| Echo Street Capital Management LLC | 41,872 | $3.65M | 0.02% | +38,882+1,300.4% | Added |
| Trust Co of Vermont | 41,828 | $3.65M | 0.23% | −28−0.1% | Reduced |
| Capital City Trust Co | 41,773 | $3.64M | 1.03% | +1,697+4.2% | Added |
| Hennessy Advisors Inc | 41,607 | $3.63M | 0.21% | −1,832−4.2% | Reduced |
| Beacon Financial Group | 41,279 | $3.63M | 0.47% | +874+2.2% | Added |
| Gould Capital, LLC | 41,497 | $3.62M | 2.53% | +41,497 | New |
| Capstone Investment Advisors, LLC | 41,260 | $3.60M | 0.06% | +17,643+74.7% | Added |
| Logan Capital Management Inc | 41,072 | $3.58M | 0.16% | −2,849−6.5% | Reduced |
| DCM Advisors, LLC | 40,816 | $3.56M | 1.05% | +15,714+62.6% | Added |
| Redpoint Investment Management Pty Ltd | 40,584 | $3.54M | 0.28% | −4,863−10.7% | Reduced |
| Verdence Capital Advisors LLC | 40,432 | $3.53M | 0.42% | +119+0.3% | Added |
| First American Bank | 40,400 | $3.52M | 0.19% | 00.0% | Unchanged |
| Bailard, Inc. | 40,400 | $3.52M | 0.11% | +1,665+4.3% | Added |
| Heritage Wealth Advisors | 40,364 | $3.52M | 0.19% | +700+1.8% | Added |
| Chase Investment Counsel Corp | 40,274 | $3.51M | 1.41% | −55−0.1% | Reduced |
| Aspiriant, LLC | 40,060 | $3.49M | 0.19% | +24,750+161.7% | Added |
| RBF Capital, LLC | 40,000 | $3.49M | 0.22% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 39,955 | $3.48M | 2.26% | −3,795−8.7% | Reduced |
| Patton Fund Management, Inc. | 39,935 | $3.48M | 1.06% | +39,935 | New |
| Baker Avenue Asset Management, LP | 39,924 | $3.48M | 0.18% | +1,806+4.7% | Added |
| Corient Capital Partners, LLC | 39,896 | $3.48M | 0.23% | +605+1.5% | Added |
| Moody National Bank Trust Division | 39,542 | $3.45M | 0.10% | −96,734−71.0% | Reduced |
| Exeter Financial, LLC | 38,389 | $3.42M | 1.87% | −3,957−9.3% | Reduced |
| Northstar Advisory Group, LLC | 39,122 | $3.41M | 2.02% | +39,122 | New |
| Winton Group Ltd | 39,009 | $3.40M | 0.21% | −33,239−46.0% | Reduced |
| Welch Group, LLC | 38,808 | $3.38M | 0.20% | +1,791+4.8% | Added |
| National Asset Management, Inc. | 38,767 | $3.38M | 0.10% | +1,367+3.7% | Added |
| Banque Pictet & Cie SA | 38,711 | $3.38M | 0.02% | +3,807+10.9% | Added |
| Ropes Wealth Advisors LLC | 38,669 | $3.37M | 0.59% | −11,751−23.3% | Reduced |
| Central Trust Co | 38,499 | $3.36M | 0.09% | −235−0.6% | Reduced |
| Wedbush Securities Inc | 38,260 | $3.34M | 0.14% | +2,431+6.8% | Added |
| Lockheed Martin Investment Management Co | 38,207 | $3.33M | 0.18% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 38,158 | $3.33M | 0.06% | −3,164−7.7% | Reduced |
| Telemus Capital, LLC | 37,816 | $3.30M | 0.27% | −1,359−3.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 37,737 | $3.29M | 0.06% | −410−1.1% | Reduced |
| Bartlett & Co. LLC | 37,737 | $3.29M | 0.06% | −410−1.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 37,360 | $3.26M | 0.22% | −1,490−3.8% | Reduced |
| Virtu Financial LLC | 37,232 | $3.25M | 0.33% | +37,232 | New |
| Balasa Dinverno & Foltz LLC | 37,224 | $3.25M | 0.21% | −1,080−2.8% | Reduced |
| Transcend Wealth Collective, LLC | 37,155 | $3.24M | 0.29% | +575+1.6% | Added |
| Steel Peak Wealth Management LLC | 37,028 | $3.23M | 0.19% | −977−2.6% | Reduced |
| Westport Asset Management Inc | 37,000 | $3.23M | 1.46% | 00.0% | Unchanged |
| Cigna Investments Inc | 36,952 | $3.22M | 0.25% | −14,282−27.9% | Reduced |
| Ashfield Capital Partners, LLC | 36,914 | $3.22M | 0.21% | −1,999−5.1% | Reduced |
| Personal Capital Advisors Corp | 37,180 | $3.21M | 0.01% | +2,143+6.1% | Added |
| Resonant Capital Advisors, LLC | 36,801 | $3.21M | 0.48% | +3,011+8.9% | Added |
| Fishman Jay A Ltd | 36,785 | $3.21M | 0.34% | −100−0.3% | Reduced |
| Hartford Financial Management Inc. | 36,657 | $3.20M | 0.74% | −740−2.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 36,250 | $3.19M | 0.30% | −2,240−5.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 36,556 | $3.19M | 0.70% | +10,794+41.9% | Added |
| Pictet North America Advisors SA | 36,332 | $3.17M | 0.31% | +1,428+4.1% | Added |
| Spire Wealth Management | 36,326 | $3.17M | 0.07% | +13,792+61.2% | Added |
| Means Investment Co., Inc. | 36,073 | $3.15M | 0.56% | −54−0.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 35,985 | $3.14M | 1.79% | −375−1.0% | Reduced |
| Crestwood Advisors Group LLC | 35,926 | $3.13M | 0.08% | +882+2.5% | Added |
| Independent Investors Inc | 35,900 | $3.13M | 0.67% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 35,785 | $3.12M | 0.88% | −320−0.9% | Reduced |
| Private Trust Co NA | 35,608 | $3.10M | 0.43% | −1,464−3.9% | Reduced |
| SOL Capital Management CO | 35,410 | $3.09M | 0.56% | −500−1.4% | Reduced |
| Capital Insight Partners, LLC | 35,387 | $3.09M | 0.63% | +1,179+3.4% | Added |
| Harbor Investment Advisory, LLC | 35,378 | $3.08M | 0.39% | −909−2.5% | Reduced |
| Eukles Asset Management | 35,330 | $3.08M | 1.49% | +847+2.5% | Added |
| Madison Wealth Management | 35,051 | $3.06M | 0.61% | −349−1.0% | Reduced |
| Pearl River Capital, LLC | 35,054 | $3.06M | 0.83% | +35,054 | New |
| Voloridge Investment Management, LLC | 35,019 | $3.05M | 0.02% | +35,019 | New |
| Family Legacy, Inc. | 34,426 | $3.05M | 1.25% | −151−0.4% | Reduced |
| Quadrant Capital Group LLC | 34,869 | $3.04M | 0.36% | +2,107+6.4% | Added |
| Delta Financial Advisors LLC | 34,738 | $3.03M | 1.23% | −32−0.1% | Reduced |
| Manchester Capital Management LLC | 34,388 | $3.00M | 0.39% | −25−0.1% | Reduced |
| Taylor Hoffman Wealth Management | 34,019 | $2.97M | 1.13% | +27,060+388.8% | Added |
| Pensionfund DSM Netherlands | 34,000 | $2.96M | 0.34% | −6,500−16.0% | Reduced |
| Wealthcare Advisory Partners LLC | 33,998 | $2.96M | 0.18% | +714+2.1% | Added |
| Ion Asset Management Ltd. | 34,000 | $2.96M | 0.38% | +34,000 | New |
| West Oak Capital, LLC | 33,950 | $2.96M | 1.09% | −955−2.7% | Reduced |
| Savant Capital, LLC | 33,681 | $2.94M | 0.10% | +2,627+8.5% | Added |
| 6 Meridian | 33,668 | $2.94M | 0.21% | −487−1.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 33,312 | $2.90M | 0.13% | −5,727−14.7% | Reduced |
| XML Financial, LLC | 33,238 | $2.90M | 0.35% | −34−0.1% | Reduced |
| Security National Bank of So Dak | 33,221 | $2.90M | 1.95% | −115−0.3% | Reduced |
| Veriti Management LLC | 33,141 | $2.89M | 0.37% | −66−0.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 33,132 | $2.89M | 0.45% | −1,324−3.8% | Reduced |
| Financial Counselors Inc | 33,089 | $2.89M | 0.06% | −5,617−14.5% | Reduced |
| Eads & Heald Wealth Management | 33,005 | $2.88M | 1.25% | −1,237−3.6% | Reduced |
| Spirit of America Management Corp | 32,975 | $2.88M | 0.58% | −400−1.2% | Reduced |
| Sculati Wealth Management, LLC | 32,981 | $2.88M | 1.39% | +522+1.6% | Added |
| Ferris Capital, LLC | 32,922 | $2.87M | 0.62% | −855−2.5% | Reduced |
| West Branch Capital LLC | 32,882 | $2.87M | 1.22% | +630+2.0% | Added |
| TCW Group Inc | 32,851 | $2.87M | 0.02% | +32,851 | New |
| Capital Fund Management S.A. | 32,835 | $2.86M | 0.07% | +19,205+140.9% | Added |
| Selway Asset Management | 32,800 | $2.86M | 1.36% | +32,800 | New |
| Holderness Investments Co | 32,761 | $2.86M | 0.84% | −93−0.3% | Reduced |
| Schnieders Capital Management LLC | 32,756 | $2.86M | 0.67% | +2,930+9.8% | Added |
| Keene & Associates, Inc. | 32,621 | $2.85M | 2.46% | +32,621 | New |
| Meridian Investment Counsel Inc. | 32,616 | $2.84M | 0.94% | +3,483+12.0% | Added |