Skip to main content

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; 3,536 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, Q3 2022

Institutional positions in Oracle Corp as of Sep 30, 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
2,108
−60 vs. Q2 2022
Shares held
1.13B
+4.12M (+0.4%) vs. Q2 2022
Total value
$68.7B
−$9.67B (−12.3%) vs. Q2 2022
New holders
109
843 more added
Sold out
169
779 more reduced

28 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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.

Institutional holdersQ3 2022: 2,108 institutions
Q1 2021: 2,045 institutionsQ2 2021: 2,101 institutionsQ3 2021: 2,112 institutionsQ4 2021: 2,303 institutionsQ1 2022: 2,271 institutionsQ2 2022: 2,196 institutionsQ3 2022: 2,108 institutionsQ4 2022: 2,304 institutionsQ1 2023: 2,356 institutionsQ2 2023: 2,570 institutionsQ3 2023: 2,536 institutionsQ4 2023: 2,701 institutionsQ1 2024: 2,820 institutionsQ2 2024: 2,926 institutionsQ3 2024: 3,077 institutionsQ4 2024: 3,356 institutionsQ1 2025: 3,259 institutionsQ2 2025: 3,630 institutionsQ3 2025: 3,832 institutionsQ4 2025: 3,779 institutionsQ1 2026: 3,507 institutionsQ2 2026: 3,536 institutions
Value heldQ3 2022: $68.7B
Q1 2021: $93.5BQ2 2021: $98.1BQ3 2021: $101.6BQ4 2021: $98.6BQ1 2022: $93.0BQ2 2022: $78.5BQ3 2022: $68.7BQ4 2022: $93.7BQ1 2023: $107.5BQ2 2023: $138.9BQ3 2023: $124.0BQ4 2023: $124.2BQ1 2024: $148.6BQ2 2024: $169.3BQ3 2024: $206.6BQ4 2024: $204.5BQ1 2025: $171.9BQ2 2025: $271.4BQ3 2025: $348.7BQ4 2025: $242.8BQ1 2026: $177.8BQ2 2026: $188.7B
Institutions holding ORCL and their total value by quarter
QuarterHoldersValue
Q2 20263,536$188.7B
Q1 20263,507$177.8B
Q4 20253,779$242.8B
Q3 20253,832$348.7B
Q2 20253,630$271.4B
Q1 20253,259$171.9B
Q4 20243,356$204.5B
Q3 20243,077$206.6B
Q2 20242,926$169.3B
Q1 20242,820$148.6B
Q4 20232,701$124.2B
Q3 20232,536$124.0B
Q2 20232,570$138.9B
Q1 20232,356$107.5B
Q4 20222,304$93.7B
Q3 20222,108$68.7B
Q2 20222,196$78.5B
Q1 20222,271$93.0B
Q4 20212,303$98.6B
Q3 20212,112$101.6B
Q2 20212,101$98.1B
Q1 20212,045$93.5B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q2 2022.

Institutions holding ORCL in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
American Planning Services, Inc.4$2810.35%−4,596−99.9%Reduced
Canada Pension Plan Investment Board10$1.00K0.00%−51,819−100.0%Reduced
Bourgeon Capital Management LLC10$1.00K0.00%00.0%Unchanged
Highlander Capital Management, LLC12$1.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC16$1.00K0.00%00.0%Unchanged
WestEnd Advisors, LLC12$1.00K0.00%−2−14.3%Reduced
Financial Synergies Wealth Advisors, Inc.25$1.53K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC40$2.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC38$2.00K0.00%+11+40.7%Added
JCIC Asset Management Inc.27$2.00K0.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.35$2.00K0.00%00.0%Unchanged
J.Safra Asset Management Corp122$2.00K0.03%−17−12.2%Reduced
New Millennium Group LLC33$2.00K0.00%00.0%Unchanged
Marquette Asset Management, LLC44$3.00K0.00%−97−68.8%Reduced
Longfellow Investment Management Co LLC55$3.00K0.00%00.0%Unchanged
TFC Financial Management57$3.00K0.00%00.0%Unchanged
Sage Private Wealth Group, LLC57$3.00K0.00%00.0%Unchanged
Cribstone Capital Management, LLC41$3.00K0.00%00.0%Unchanged
GoalVest Advisory LLC48$3.00K0.00%00.0%Unchanged
Horizons Wealth Management42$3.00K0.00%00.0%Unchanged
CFS Investment Advisory Services, LLC160,065$3.00K0.00%+160,065New
EdgeRock Capital LLC50$3.00K0.00%+50New
Newbridge Financial Services Group, Inc.59$4.00K0.00%−18−23.4%Reduced
Sageworth Trust Co60$4.00K0.00%00.0%Unchanged
United Community Bank79$4.83K0.01%00.0%Unchanged
Mizuho Securities Co. Ltd.89$5.00K0.00%00.0%Unchanged
Disciplined Investments, LLC86$5.00K0.00%00.0%Unchanged
PFS Partners, LLC93$5.68K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC96$6.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC101$6.00K0.00%00.0%Unchanged
PYA Waltman Capital, LLC97$6.00K0.00%00.0%Unchanged
Level Financial Advisors, Inc.104$6.00K0.00%00.0%Unchanged
Raleigh Capital Management Inc.93$6.00K0.00%+31+50.0%Added
Lumbard & Kellner, LLC126$8.00K0.00%00.0%Unchanged
Bellwether Advisors, LLC135$8.00K0.00%00.0%Unchanged
Lansing Street Advisors127$8.00K0.01%00.0%Unchanged
BOK Financial Private Wealth, Inc.155$9.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC140$9.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC169$10.0K0.01%00.0%Unchanged
Advanced Research Investment Solutions, LLC166$10.0K0.01%00.0%Unchanged
Guardian Wealth Management, Inc.171$10.0K0.01%+1+0.6%Added
Coston, McIsaac & Partners173$10.0K0.00%00.0%Unchanged
NVWM, LLC164$10.0K0.00%00.0%Unchanged
Schubert & Co172$11.0K0.01%+8+4.9%Added
Intelligent Financial Strategies200$12.0K0.01%−100−33.3%Reduced
Lowe Wealth Advisors, LLC200$12.0K0.01%00.0%Unchanged
Selective Wealth Management, Inc.200$12.0K0.01%00.0%Unchanged
Baldrige Asset Management LLC191$12.0K0.01%00.0%Unchanged
Morgan Dempsey Capital Management LLC195$12.0K0.00%+195New
Hillsdale Investment Management Inc.200$12.0K0.00%+200New
WR Wealth Planners, LLC200$12.2K0.01%00.0%Unchanged
Legend Financial Advisors, Inc.206$12.6K0.01%+206New
Orion Capital Management LLC209$13.0K0.01%00.0%Unchanged
RE Dickinson Investment Advisors, LLC232$14.0K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC252$15.0K0.02%00.0%Unchanged
NewSquare Capital LLC238$15.0K0.00%+38+19.0%Added
Raffa Wealth Management, LLC246$15.0K0.01%00.0%Unchanged
Barrett & Company, Inc.195$15.9K0.01%+195New
JJJ Advisors Inc.252$16.0K0.01%−84−25.0%Reduced
Stephenson National Bank & Trust270$16.0K0.01%00.0%Unchanged
John W. Brooker & Co., CPAs270$16.0K0.01%00.0%Unchanged
Ogorek Anthony Joseph298$18.0K0.01%00.0%Unchanged
Paloma Partners Management Co300$18.0K0.00%+300New
IMA Wealth, Inc.328$20.0K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.323$20.0K0.02%00.0%Unchanged
Cohen & Steers, Inc.349$21.0K0.00%00.0%Unchanged
Mach-1 Financial Group, Inc.345$21.0K0.02%00.0%Unchanged
Accel Wealth Management326$21.0K0.01%00.0%Unchanged
Evolution Advisers, Inc.380$23.0K0.02%00.0%Unchanged
American Research & Management Co.379$23.0K0.01%+79+26.3%Added
MBM Wealth Consultants, LLC370$23.0K0.01%+100+37.0%Added
First Community Trust NA400$24.0K0.03%00.0%Unchanged
Islay Capital Management, LLC400$24.0K0.03%00.0%Unchanged
Ellis Investment Partners, LLC406$24.0K0.01%+2+0.5%Added
Cowen Prime Advisors LLC394$24.0K0.01%00.0%Unchanged
Karlinski Andrew C399$24.0K0.04%−7−1.7%Reduced
Beutel, Goodman & Co Ltd.400$24.0K0.00%+400New
Atlantic Trust, LLC393$24.0K0.01%+393New
Cornerstone Management, Inc.403$24.6K0.01%00.0%Unchanged
Tilia Fiduciary Partners, Inc.406$25.0K0.03%00.0%Unchanged
Ulland Investment Advisors, LLC404$25.0K0.03%00.0%Unchanged
Legacy Bridge, LLC430$26.0K0.02%00.0%Unchanged
Johnson Midwest Financial, LLC418$26.0K0.10%+2+0.5%Added
Emfo, LLC444$27.0K0.03%00.0%Unchanged
PSI Advisors, LLC446$27.0K0.01%+66+17.4%Added
McClarren Financial Advisors, Inc.470$28.0K0.03%+470New
RWM Asset Management, LLC471$29.0K0.01%00.0%Unchanged
Pacifica Partners Inc.401$29.0K0.02%+209+108.9%Added
Axiom Investment Management LLC481$29.0K0.06%+481New
FSC Wealth Advisors, LLC477$29.0K0.28%+477New
Castleview Partners, LLC486$30.0K0.03%−514−51.4%Reduced
Cowa, LLC490$30.0K0.02%+490New
Life Planning Partners, Inc500$30.5K0.03%00.0%Unchanged
Halpern Financial, Inc.500$30.5K0.01%00.0%Unchanged
Activest Wealth Management508$31.0K0.01%+1+0.2%Added
Mark Sheptoff Financial Planning, LLC500$31.0K0.02%+500New
TD Ameritrade Investment Management, LLC520$32.0K0.00%+41+8.6%Added
DT Investment Partners, LLC526$32.0K0.01%+526New
SJS Investment Consulting Inc.523$32.0K0.01%+523New
Oliver Lagore Vanvalin Investment Group538$33.0K0.02%−156−22.5%Reduced