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; 3,537 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 2022
Institutional positions in Oracle Corp as of Dec 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
- 2,304
- +238 vs. Q3 2022
- Shares held
- 1.15B
- +25.5M (+2.3%) vs. Q3 2022
- Total value
- $93.7B
- +$25.2B (+36.8%) vs. Q3 2022
- New holders
- 324
- 751 more added
- Sold out
- 86
- 903 more reduced
42 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,537 | $188.7B |
| Q1 2026 | 3,508 | $177.8B |
| Q4 2025 | 3,780 | $242.8B |
| Q3 2025 | 3,833 | $348.7B |
| Q2 2025 | 3,631 | $271.4B |
| Q1 2025 | 3,260 | $171.9B |
| Q4 2024 | 3,357 | $204.5B |
| Q3 2024 | 3,078 | $206.6B |
| Q2 2024 | 2,927 | $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 2022
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| W.G. Shaheen & Associates DBA Whitney & Co | 14,549 | $1.19M | 0.22% | −700−4.6% | Reduced |
| Wealthspire Advisors, LLC | 14,531 | $1.19M | 0.02% | +4,830+49.8% | Added |
| SRN Advisors, LLC | 14,528 | $1.19M | 1.18% | −14,580−50.1% | Reduced |
| Caldwell Trust Co | 14,518 | $1.19M | 0.17% | −839−5.5% | Reduced |
| Allred Capital Management, LLC | 14,496 | $1.18M | 0.65% | −9−0.1% | Reduced |
| Scissortail Wealth Management, LLC | 13,521 | $1.18M | 0.68% | +13,521 | New |
| Icon Wealth Advisors, LLC | 14,411 | $1.18M | 0.14% | −22−0.2% | Reduced |
| Shorepoint Capital Partners LLC | 14,295 | $1.17M | 0.32% | +14,295 | New |
| Sargent Investment Group, LLC | 14,280 | $1.17M | 0.36% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 14,760 | $1.16M | 1.32% | +14,760 | New |
| Roberts Wealth Advisors, LLC | 13,881 | $1.16M | 0.56% | +341+2.5% | Added |
| Salem Investment Counselors Inc | 14,174 | $1.16M | 0.05% | −51−0.4% | Reduced |
| BDO Wealth Advisors, LLC | 14,140 | $1.16M | 0.14% | +18+0.1% | Added |
| Level Four Advisory Services, LLC | 14,096 | $1.15M | 0.09% | +5,470+63.4% | Added |
| Seelaus Asset Management LLC | 14,061 | $1.15M | 0.86% | +14,061 | New |
| Prestige Wealth Management Group LLC | 14,030 | $1.15M | 0.30% | +3,743+36.4% | Added |
| Legacy Financial Advisors, Inc. | 14,014 | $1.15M | 0.25% | +1,909+15.8% | Added |
| Cito Capital Group, LLC | 13,825 | $1.13M | 0.62% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 13,750 | $1.12M | 0.28% | −150−1.1% | Reduced |
| Equitable Trust Co | 13,719 | $1.12M | 0.09% | +231+1.7% | Added |
| YorkBridge Wealth Partners, LLC | 13,680 | $1.12M | 0.28% | −130−0.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,679 | $1.12M | 0.36% | +90+0.7% | Added |
| Avantax Planning Partners, Inc. | 13,671 | $1.12M | 0.04% | +890+7.0% | Added |
| Intercontinental Wealth Advisors, LLC | 13,623 | $1.11M | 0.33% | +68+0.5% | Added |
| Bridge Creek Capital Management LLC | 13,600 | $1.11M | 0.43% | +400+3.0% | Added |
| Koshinski Asset Management, Inc. | 13,595 | $1.11M | 0.11% | +765+6.0% | Added |
| Breakwater Capital Group | 13,556 | $1.11M | 0.58% | +13,556 | New |
| Resources Investment Advisors, LLC. | 13,547 | $1.11M | 0.03% | +189+1.4% | Added |
| Stratos Wealth Advisors, LLC | 13,544 | $1.11M | 0.09% | −208−1.5% | Reduced |
| White Pine Capital LLC | 13,530 | $1.11M | 0.43% | +470+3.6% | Added |
| Daymark Wealth Partners, LLC | 13,517 | $1.10M | 0.20% | +13,517 | New |
| SeaCrest Wealth Management, LLC | 13,489 | $1.10M | 0.16% | +307+2.3% | Added |
| Baystate Wealth Management LLC | 13,337 | $1.09M | 0.10% | +13+0.1% | Added |
| United Asset Strategies, Inc. | 13,283 | $1.09M | 0.15% | −140−1.0% | Reduced |
| Boston Financial Mangement LLC | 13,262 | $1.08M | 0.04% | +472+3.7% | Added |
| Spinnaker Trust | 13,224 | $1.08M | 0.08% | −200−1.5% | Reduced |
| Smith, Moore & Co. | 13,220 | $1.08M | 0.15% | +345+2.7% | Added |
| AdvisorNet Financial, Inc | 13,195 | $1.08M | 0.11% | −2,001−13.2% | Reduced |
| Timber Creek Capital Management LLC | 13,148 | $1.07M | 0.41% | −1,498−10.2% | Reduced |
| Claro Advisors LLC | 13,092 | $1.07M | 0.35% | +4,955+60.9% | Added |
| Keystone Financial Services | 12,072 | $1.07M | 0.57% | +271+2.3% | Added |
| Alliance Wealth Advisors, LLC | 13,058 | $1.07M | 0.48% | +13,058 | New |
| Cobblestone Capital Advisors LLC | 13,048 | $1.07M | 0.08% | −500−3.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,006 | $1.06M | 0.01% | −7,713−37.2% | Reduced |
| ARGI Investment Services, LLC | 12,982 | $1.06M | 0.03% | −1,017−7.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 12,960 | $1.06M | 0.54% | −54−0.4% | Reduced |
| Circle Wealth Management, LLC | 12,944 | $1.06M | 0.16% | +166+1.3% | Added |
| Central Bank & Trust Co | 12,922 | $1.06M | 0.20% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 12,846 | $1.05M | 0.52% | +9,371+269.7% | Added |
| First National Bank Sioux Falls | 12,827 | $1.05M | 0.76% | −201−1.5% | Reduced |
| Corundum Group, Inc. | 12,773 | $1.04M | 0.59% | +826+6.9% | Added |
| Marcum Wealth, LLC | 12,771 | $1.04M | 0.14% | −344−2.6% | Reduced |
| Spire Wealth Management | 12,749 | $1.04M | 0.06% | +4,092+47.3% | Added |
| Joel Isaacson & Co., LLC | 12,704 | $1.04M | 0.08% | +1,115+9.6% | Added |
| M Holdings Securities, Inc. | 12,650 | $1.03M | 0.11% | −25−0.2% | Reduced |
| Auxier Asset Management | 12,618 | $1.03M | 0.18% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 12,610 | $1.03M | 0.03% | −48,213−79.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 12,582 | $1.03M | 0.02% | −848−6.3% | Reduced |
| Tempus Wealth Planning, LLC | 12,523 | $1.02M | 0.62% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 12,484 | $1.02M | 0.36% | +17+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 12,474 | $1.02M | 0.02% | −182−1.4% | Reduced |
| Perigon Wealth Management, LLC | 12,400 | $1.01M | 0.06% | +1,175+10.5% | Added |
| Douglass Winthrop Advisors, LLC | 12,393 | $1.01M | 0.03% | −20.0% | Reduced |
| Charles Schwab Trust Co | 12,343 | $1.01M | 0.13% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 12,335 | $1.01M | 0.16% | +836+7.3% | Added |
| Sage Rhino Capital LLC | 12,301 | $1.01M | 0.32% | +2,005+19.5% | Added |
| Woodmont Investment Counsel LLC | 12,286 | $1.00M | 0.11% | 00.0% | Unchanged |
| Capital Advisors Inc | 12,276 | $1.00M | 0.03% | +143+1.2% | Added |
| Centaurus Financial, Inc. | 12,196 | $997.0K | 0.09% | −2,526−17.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,163 | $994.2K | 0.02% | +12,163 | New |
| Larson Financial Group LLC | 12,129 | $991.4K | 0.12% | −11−0.1% | Reduced |
| Miracle Mile Advisors, LLC | 12,094 | $988.6K | 0.03% | +2,295+23.4% | Added |
| Cumberland Partners Ltd | 12,040 | $984.1K | 0.10% | +12,040 | New |
| XTX Topco Ltd | 11,993 | $980.3K | 0.21% | +11,993 | New |
| Trustco Bank Corp N Y | 11,981 | $979.3K | 1.08% | −77−0.6% | Reduced |
| London & Capital Asset Management Ltd | 11,967 | $978.2K | 0.09% | −96−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 11,139 | $977.4K | 0.06% | +772+7.4% | Added |
| Pine Haven Investment Counsel, Inc | 11,935 | $975.6K | 1.07% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 11,932 | $975.3K | 0.09% | +80+0.7% | Added |
| BKD Wealth Advisors, LLC | 11,839 | $967.7K | 0.03% | −252−2.1% | Reduced |
| First Commonwealth Financial Corp | 11,822 | $966.3K | 0.36% | −165−1.4% | Reduced |
| Rational Advisors LLC | 11,675 | $954.3K | 0.08% | −1,561−11.8% | Reduced |
| Fort Sheridan Advisors LLC | 11,654 | $952.6K | 0.31% | −500−4.1% | Reduced |
| Planning Center, Inc. | 11,639 | $951.4K | 0.29% | +11,639 | New |
| Brookstone Capital Management | 11,011 | $943.2K | 0.02% | +583+5.6% | Added |
| Alpha Omega Wealth Management LLC | 11,486 | $938.9K | 0.17% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 11,468 | $937.4K | 0.07% | −428−3.6% | Reduced |
| Highline Wealth Partners LLC | 11,468 | $937.4K | 0.69% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 11,449 | $935.8K | 0.13% | −187−1.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 11,432 | $934.5K | 0.33% | +61+0.5% | Added |
| Cozad Asset Management Inc | 11,423 | $933.7K | 0.13% | +716+6.7% | Added |
| First Foundation Advisors | 11,392 | $931.2K | 0.04% | −1,594−12.3% | Reduced |
| Atlas Brown,Inc. | 11,382 | $930.4K | 0.46% | −74−0.6% | Reduced |
| Renaissance Group LLC | 11,373 | $929.7K | 0.05% | −90−0.8% | Reduced |
| Parkside Financial Bank & Trust | 11,355 | $928.2K | 0.27% | +106+0.9% | Added |
| Osborne Partners Capital Management, LLC | 11,347 | $927.5K | 0.07% | +409+3.7% | Added |
| Lantz Financial LLC | 11,313 | $924.7K | 0.42% | +11,313 | New |
| International Assets Investment Management, LLC | 11,273 | $921.5K | 0.10% | +6,642+143.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 11,252 | $919.0K | 0.08% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 11,146 | $911.1K | 0.07% | +112+1.0% | Added |