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 2023
Institutional positions in Oracle Corp as of Mar 31, 2023. 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
- 2,356
- +102 vs. Q4 2022
- Shares held
- 1.19B
- +49.4M (+4.3%) vs. Q4 2022
- Total value
- $107.5B
- +$13.9B (+14.9%) vs. Q4 2022
- New holders
- 192
- 842 more added
- Sold out
- 90
- 939 more reduced
50 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 3,507 | $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 2023
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stonehearth Capital Management, LLC | 2,563 | $238.1K | 0.13% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,563 | $238.2K | 0.11% | 00.0% | Unchanged |
| Trust Investment Advisors | 2,563 | $238.2K | 0.21% | +2,563 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 2,569 | $238.7K | 0.17% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,573 | $239.1K | 0.07% | −927−26.5% | Reduced |
| Lyell Wealth Management, LP | 2,581 | $239.9K | 0.03% | +2,581 | New |
| Paradigm Financial Partners, LLC | 2,584 | $240.1K | 0.06% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 2,655 | $240.3K | 0.15% | +2,655 | New |
| Financial Council Asset Management Inc | 2,590 | $240.7K | 0.20% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 2,591 | $240.8K | 0.05% | +4+0.2% | Added |
| Meridian Wealth Partners, LLC | 2,597 | $241.4K | 0.05% | +60+2.4% | Added |
| Shufro Rose & Co LLC | 2,600 | $241.6K | 0.02% | −660−20.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,603 | $241.9K | 0.09% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 2,612 | $242.7K | 0.01% | −8−0.3% | Reduced |
| Family CFO Inc | 2,632 | $244.6K | 0.19% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,645 | $245.8K | 0.10% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,648 | $246.1K | 0.08% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,653 | $246.5K | 0.17% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 2,658 | $247.0K | 0.04% | +55+2.1% | Added |
| Kendall Capital Management | 2,653 | $247.0K | 0.12% | −115−4.2% | Reduced |
| Manchester Financial Inc | 2,664 | $247.5K | 0.07% | −133−4.8% | Reduced |
| Opal Wealth Advisors, LLC | 2,672 | $248.3K | 0.14% | −328−10.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2,679 | $249.0K | 0.24% | +148+5.8% | Added |
| Tillman Hartley LLC | 2,681 | $249.1K | 0.11% | 00.0% | Unchanged |
| Iron Financial, LLC | 2,681 | $249.1K | 0.14% | +2,681 | New |
| Simon Quick Advisors, LLC | 2,685 | $249.5K | 0.03% | +2,685 | New |
| Angeles Wealth Management, LLC | 2,688 | $249.8K | 0.04% | −56−2.0% | Reduced |
| Palo Alto Wealth Advisors, LLC | 2,689 | $249.9K | 0.20% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 2,700 | $250.9K | 0.12% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 2,704 | $251.3K | 0.05% | 00.0% | Unchanged |
| RHS Financial, LLC | 2,717 | $252.5K | 0.19% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 2,719 | $252.6K | 0.09% | +10+0.4% | Added |
| Levy Wealth Management Group, LLC | 2,720 | $252.7K | 0.08% | +10.0% | Added |
| Ignite Planners, LLC | 2,704 | $253.5K | 0.10% | +338+14.3% | Added |
| Lesa Sroufe & Co | 2,736 | $254.0K | 0.26% | 00.0% | Unchanged |
| Bowman & Co S.C. | 2,742 | $254.8K | 0.19% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 2,748 | $255.3K | 0.10% | −1,000−26.7% | Reduced |
| IAG Wealth Partners, LLC | 2,754 | $255.9K | 0.07% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,833 | $256.4K | 0.04% | −2,673−48.5% | Reduced |
| Old Port Advisors | 2,730 | $256.6K | 0.09% | −125−4.4% | Reduced |
| Centurion Wealth Management LLC | 2,777 | $258.0K | 0.13% | −101−3.5% | Reduced |
| Left Brain Wealth Management, LLC | 2,733 | $258.9K | 0.18% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 2,790 | $259.2K | 0.22% | +2+0.1% | Added |
| Fulton Breakefield Broenniman LLC | 2,798 | $260.0K | 0.02% | +59+2.2% | Added |
| Alpha Family Trust | 2,800 | $260.2K | 0.21% | +200+7.7% | Added |
| Brandywine Oak Private Wealth LLC | 2,802 | $260.4K | 0.03% | +14+0.5% | Added |
| CPA Asset Management LLC | 2,803 | $260.5K | 0.19% | +2,803 | New |
| Connecticut Wealth Management, LLC | 2,804 | $260.5K | 0.02% | +10.0% | Added |
| Independent Solutions Wealth Management, LLC | 2,805 | $260.6K | 0.08% | +2,805 | New |
| Bridgewater Associates, LP | 2,809 | $261.0K | 0.00% | −310−9.9% | Reduced |
| Engrave Wealth Partners LLC | 2,776 | $261.1K | 0.09% | −64−2.3% | Reduced |
| Rappaport Reiches Capital Management, LLC | 2,811 | $261.2K | 0.12% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,813 | $261.4K | 0.03% | +2+0.1% | Added |
| Western Wealth Management, LLC | 2,821 | $262.1K | 0.02% | −133−4.5% | Reduced |
| Brio Consultants, LLC | 2,823 | $262.4K | 0.05% | +2,823 | New |
| Valley National Advisers Inc | 2,767 | $264.0K | 0.05% | −5−0.2% | Reduced |
| Athena Investment Management | 2,848 | $264.6K | 0.19% | +154+5.7% | Added |
| Keystone Wealth Services, LLC | 2,852 | $265.0K | 0.11% | +30+1.1% | Added |
| EP Wealth Advisors, LLC | 3,220 | $265.1K | 0.01% | −25,305−88.7% | Reduced |
| Peddock Capital Advisors, LLC | 2,857 | $265.5K | 0.09% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 2,860 | $265.8K | 0.13% | −670−19.0% | Reduced |
| Western Pacific Wealth Management, LP | 2,862 | $265.9K | 0.20% | 00.0% | Unchanged |
| Berkeley, Inc | 2,873 | $267.0K | 0.19% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,873 | $267.0K | 0.14% | 00.0% | Unchanged |
| JSF Financial, LLC | 2,873 | $267.0K | 0.10% | +250+9.5% | Added |
| State of Wyoming | 2,879 | $267.5K | 0.09% | −33−1.1% | Reduced |
| Smith Anglin Financial, LLC | 2,895 | $269.0K | 0.04% | +10+0.3% | Added |
| Constitution Capital LLC | 2,900 | $269.5K | 0.16% | −50−1.7% | Reduced |
| Coastal Bridge Advisors, LLC | 2,901 | $269.6K | 0.07% | +5+0.2% | Added |
| Aries Wealth Management | 2,908 | $270.2K | 0.11% | −544−15.8% | Reduced |
| OneAscent Wealth Management LLC | 2,914 | $271.0K | 0.11% | +2,914 | New |
| Callan Family Office, LLC | 2,921 | $271.4K | 0.07% | +2,921 | New |
| Financial Connections Group, Inc. | 2,929 | $272.0K | 0.19% | +100+3.5% | Added |
| Family Firm, Inc. | 2,933 | $272.5K | 0.08% | +10+0.3% | Added |
| Beacon Financial Advisory LLC | 2,940 | $273.2K | 0.17% | +10.0% | Added |
| MBA Advisors LLC | 2,959 | $274.9K | 0.17% | −113−3.7% | Reduced |
| Patten Group, Inc. | 2,961 | $275.1K | 0.08% | −229−7.2% | Reduced |
| Retirement Planning Group | 2,964 | $275.4K | 0.03% | +2,964 | New |
| TCG Advisory Services, LLC | 2,972 | $276.2K | 0.06% | +2,972 | New |
| Accurate Wealth Management, LLC | 2,946 | $276.2K | 0.10% | +338+13.0% | Added |
| Wedge Capital Management L L P | 2,982 | $277.1K | 0.00% | +43+1.5% | Added |
| Congress Asset Management Co | 2,990 | $277.8K | 0.00% | 00.0% | Unchanged |
| SFMG, LLC | 2,990 | $277.9K | 0.03% | +367+14.0% | Added |
| Polaris Wealth Advisory Group, LLC | 2,999 | $278.6K | 0.02% | +193+6.9% | Added |
| Sustainable Insight Capital Management, LLC | 3,000 | $278.8K | 0.28% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,000 | $278.9K | 0.02% | −5,539−64.9% | Reduced |
| Ar Asset Management Inc | 3,000 | $279.0K | 0.08% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 3,000 | $279.0K | 0.05% | 00.0% | Unchanged |
| REDW Wealth LLC | 3,005 | $279.2K | 0.09% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,015 | $280.0K | 0.08% | −5,301−63.7% | Reduced |
| Stanley-Laman Group, Ltd. | 3,017 | $280.3K | 0.05% | +3,017 | New |
| Day & Ennis, LLC | 3,019 | $280.6K | 0.10% | 00.0% | Unchanged |
| 626 Financial, LLC | 3,027 | $281.3K | 0.19% | +10.0% | Added |
| Wilkins Investment Counsel Inc | 3,050 | $283.0K | 0.07% | −250−7.6% | Reduced |
| Tilson Financial Group, Inc. | 3,060 | $284.0K | 0.23% | −24−0.8% | Reduced |
| Noesis Capital Mangement Corp | 3,052 | $284.0K | 0.07% | +52+1.7% | Added |
| TCWP LLC | 3,067 | $285.0K | 0.05% | −713−18.9% | Reduced |
| DDFG, Inc | 3,068 | $285.0K | 0.11% | +3+0.1% | Added |
| NEIRG Wealth Management, LLC | 3,071 | $285.4K | 0.05% | +25+0.8% | Added |
| Glen Eagle Advisors, LLC | 3,078 | $286.0K | 0.07% | 00.0% | Unchanged |