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, Q1 2022
Institutional positions in Oracle Corp as of Mar 31, 2022. 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
- 2,271
- −7 vs. Q4 2021
- Shares held
- 1.13B
- −2.84M (−0.3%) vs. Q4 2021
- Total value
- $93.0B
- −$5.47B (−5.6%) vs. Q4 2021
- New holders
- 131
- 827 more added
- Sold out
- 138
- 931 more reduced
25 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,015 | $332.0K | 0.11% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,019 | $332.6K | 0.12% | +3+0.1% | Added |
| Garrett Wealth Advisory Group, LLC | 4,021 | $333.0K | 0.17% | +20.0% | Added |
| High Note Wealth, LLC | 4,041 | $334.0K | 0.12% | +8+0.2% | Added |
| Frisch Financial Group, Inc. | 4,040 | $334.0K | 0.11% | +255+6.7% | Added |
| Tranquilli Financial Advisor LLC | 4,041 | $334.0K | 0.24% | +1,333+49.2% | Added |
| Doyle Wealth Management | 4,043 | $335.0K | 0.02% | −177−4.2% | Reduced |
| Bell Bank | 4,044 | $335.0K | 0.04% | −68−1.7% | Reduced |
| Financial Engines Advisors L.L.C. | 4,059 | $336.0K | 0.00% | −1,076−21.0% | Reduced |
| Navalign, LLC | 4,490 | $336.0K | 0.14% | +69+1.6% | Added |
| Townsend Asset Management Corp | 4,065 | $336.0K | 0.16% | +200+5.2% | Added |
| Wade Financial Advisory, Inc | 4,060 | $336.0K | 0.14% | +1,250+44.5% | Added |
| FSB Premier Wealth Management, Inc. | 4,434 | $337.0K | 0.17% | +454+11.4% | Added |
| Wealthquest Corp | 3,868 | $337.0K | 0.05% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 4,071 | $337.0K | 0.18% | −90−2.2% | Reduced |
| First Financial Corp | 4,089 | $338.0K | 0.20% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 4,083 | $338.0K | 0.41% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,097 | $339.0K | 0.04% | +1,606+64.5% | Added |
| Reynolds Investment Management, Inc. | 4,095 | $339.0K | 0.10% | +4,095 | New |
| Wendell David Associates Inc | 4,114 | $340.0K | 0.04% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 4,113 | $340.0K | 0.12% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 4,125 | $341.0K | 0.16% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 4,139 | $342.0K | 0.04% | −803−16.2% | Reduced |
| DGS Capital Management, LLC | 4,139 | $342.0K | 0.21% | +444+12.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,149 | $343.0K | 0.05% | −439−9.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 4,150 | $343.0K | 0.13% | −25−0.6% | Reduced |
| Grand Jean Capital Management Inc | 4,150 | $343.0K | 0.09% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 4,162 | $344.0K | 0.18% | −150−3.5% | Reduced |
| Parkside Advisors LLC | 4,157 | $344.0K | 0.11% | 00.0% | Unchanged |
| Ade, LLC | 4,159 | $344.0K | 0.32% | 00.0% | Unchanged |
| Vigilare Wealth Management | 4,156 | $344.0K | 0.28% | +9+0.2% | Added |
| Windsor Group LTD | 4,264 | $345.0K | 0.06% | +28+0.7% | Added |
| Manchester Financial Inc | 4,182 | $346.0K | 0.12% | −150−3.5% | Reduced |
| Vantage Consulting Group Inc | 4,179 | $346.0K | 0.14% | +596+16.6% | Added |
| Syntax Advisors, LLC | 4,179 | $346.0K | 0.29% | +596+16.6% | Added |
| Northeast Financial Consultants Inc | 4,184 | $346.0K | 0.02% | +900+27.4% | Added |
| West Family Investments, Inc. | 4,208 | $348.0K | 0.10% | −3,873−47.9% | Reduced |
| RHS Financial, LLC | 4,208 | $348.0K | 0.26% | −413−8.9% | Reduced |
| Polen Capital Management LLC | 4,216 | $349.0K | 0.00% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 4,242 | $351.0K | 0.08% | −255−5.7% | Reduced |
| Retirement Income Solutions, Inc | 4,248 | $351.0K | 0.10% | +17+0.4% | Added |
| Claraphi Advisory Network, LLC | 4,258 | $352.0K | 0.10% | −13,250−75.7% | Reduced |
| Flossbach Von Storch AG | 4,250 | $352.0K | 0.00% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 4,260 | $352.0K | 0.06% | +20+0.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,258 | $352.0K | 0.16% | +37+0.9% | Added |
| Baldwin Investment Management, LLC | 4,250 | $352.0K | 0.10% | +1,250+41.7% | Added |
| Berkeley, Inc | 4,266 | $352.9K | 0.25% | +1,843+76.1% | Added |
| Pensionmark Financial Group, LLC | 4,307 | $356.0K | 0.07% | +38+0.9% | Added |
| Beta Wealth Group, Inc. | 4,300 | $356.0K | 0.24% | +4,300 | New |
| Inscription Capital, LLC | 4,310 | $357.0K | 0.10% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 4,322 | $358.0K | 0.19% | 00.0% | Unchanged |
| King Wealth | 4,322 | $358.0K | 0.07% | +8+0.2% | Added |
| Aptus Capital Advisors, LLC | 4,328 | $358.0K | 0.01% | +674+18.4% | Added |
| Blue Edge Capital, LLC | 4,333 | $358.5K | 0.07% | 00.0% | Unchanged |
| First International Bank & Trust | 4,361 | $361.0K | 0.12% | +7+0.2% | Added |
| Buckingham Strategic Partners | 4,392 | $363.0K | 0.04% | −502−10.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,383 | $363.0K | 0.04% | −40−0.9% | Reduced |
| Apella Capital, LLC | 4,387 | $363.0K | 0.05% | +405+10.2% | Added |
| Winthrop Advisory Group LLC | 4,394 | $363.0K | 0.08% | +619+16.4% | Added |
| Camden Capital, LLC | 4,396 | $364.0K | 0.08% | −19−0.4% | Reduced |
| Domani Wealth, LLC | 4,414 | $365.0K | 0.08% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 4,406 | $365.0K | 0.10% | +583+15.2% | Added |
| CoreFirst Bank & Trust | 4,418 | $366.0K | 0.25% | −51−1.1% | Reduced |
| Mendel Money Management | 4,423 | $366.0K | 0.18% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 4,426 | $366.0K | 0.08% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 4,427 | $366.0K | 0.10% | +800+22.1% | Added |
| Kornitzer Capital Management Inc | 4,435 | $367.0K | 0.01% | −290−6.1% | Reduced |
| Perfromance Wealth Partners, LLC | 4,441 | $367.0K | 0.02% | −125−2.7% | Reduced |
| Affiance Financial, LLC | 4,443 | $368.0K | 0.18% | 00.0% | Unchanged |
| Wealth Architects, LLC | 4,463 | $369.0K | 0.06% | +34+0.8% | Added |
| Andesa Financial Management Inc. | 4,445 | $369.0K | 0.20% | +274+6.6% | Added |
| Noesis Capital Mangement Corp | 4,474 | $370.0K | 0.09% | 00.0% | Unchanged |
| First Farmers & Merchants Bank / Trust | 4,470 | $370.0K | 0.39% | +172+4.0% | Added |
| IFG Advisory, LLC | 4,494 | $371.0K | 0.04% | −917−16.9% | Reduced |
| Ironwood Financial, llc | 4,484 | $371.0K | 0.10% | −814−15.4% | Reduced |
| Greenspring Advisors, LLC | 4,490 | $371.0K | 0.10% | −200−4.3% | Reduced |
| Calton & Associates, Inc. | 4,489 | $371.0K | 0.11% | +60+1.4% | Added |
| Sendero Wealth Management, LLC | 4,510 | $373.0K | 0.17% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 4,515 | $374.0K | 0.21% | 00.0% | Unchanged |
| Private Capital Group, LLC | 4,537 | $375.0K | 0.09% | −448−9.0% | Reduced |
| Probity Advisors, Inc. | 4,531 | $375.0K | 0.08% | −54−1.2% | Reduced |
| Avitas Wealth Management LLC | 4,530 | $375.0K | 0.07% | +4,530 | New |
| Retirement Capital Strategies | 4,748 | $377.0K | 0.15% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 4,585 | $379.0K | 0.30% | +262+6.1% | Added |
| Compagnie Lombard Odier SCmA | 4,600 | $381.0K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 4,600 | $381.0K | 0.26% | 00.0% | Unchanged |
| American Planning Services, Inc. | 4,600 | $381.0K | 0.41% | 00.0% | Unchanged |
| Concentrum Wealth Management | 4,601 | $381.0K | 0.24% | +98+2.2% | Added |
| Global Financial Private Client, LLC | 4,653 | $381.6K | 0.18% | +500+12.0% | Added |
| Red Tortoise LLC | 4,634 | $383.0K | 0.30% | −145−3.0% | Reduced |
| Thrive Wealth Management, LLC | 4,641 | $384.0K | 0.11% | +12+0.3% | Added |
| Rathbone Brothers plc | 4,636 | $384.0K | 0.00% | +325+7.5% | Added |
| Change Path, LLC | 4,640 | $384.0K | 0.02% | +497+12.0% | Added |
| Kaydan Wealth Management, Inc. | 4,656 | $385.2K | 0.17% | 00.0% | Unchanged |
| Barings LLC | 4,656 | $386.0K | 0.01% | −23,315−83.4% | Reduced |
| TRUE Private Wealth Advisors | 5,145 | $386.0K | 0.05% | −270−5.0% | Reduced |
| Paulson Wealth Management Inc. | 4,682 | $387.0K | 0.18% | −219−4.5% | Reduced |
| Orca Investment Management, LLC | 4,691 | $388.0K | 0.32% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 4,683 | $388.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,711 | $390.0K | 0.10% | +122+2.7% | Added |