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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 3,577 | $332.4K | 0.05% | +723+25.3% | Added |
| Verity & Verity, LLC | 3,592 | $333.8K | 0.04% | −68−1.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3,596 | $334.1K | 0.07% | 00.0% | Unchanged |
| Concentrum Wealth Management | 3,601 | $334.6K | 0.25% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,600 | $335.0K | 0.06% | −136−3.6% | Reduced |
| MainStreet Investment Advisors LLC | 3,614 | $335.8K | 0.04% | −396−9.9% | Reduced |
| TriaGen Wealth Management LLC | 3,621 | $336.5K | 0.17% | −43−1.2% | Reduced |
| Financial Insights, Inc. | 3,624 | $336.7K | 0.14% | −1,030−22.1% | Reduced |
| Monarch Capital Management Inc | 3,633 | $337.6K | 0.10% | −400−9.9% | Reduced |
| Gould Asset Management LLC | 3,636 | $337.9K | 0.10% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,656 | $339.7K | 0.21% | +2+0.1% | Added |
| Townsend Asset Management Corp | 3,658 | $339.9K | 0.18% | +21+0.6% | Added |
| Versant Capital Management, Inc | 3,664 | $340.4K | 0.11% | +1,736+90.0% | Added |
| L2 Asset Management, LLC | 3,679 | $341.9K | 0.20% | +158+4.5% | Added |
| Westwood Holdings Group Inc. | 3,688 | $343.0K | 0.00% | −26,474−87.8% | Reduced |
| Marathon Capital Management | 3,700 | $343.8K | 0.08% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,700 | $343.8K | 0.13% | 00.0% | Unchanged |
| Wendell David Associates Inc | 3,703 | $344.0K | 0.04% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3,700 | $344.0K | 0.07% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,708 | $344.6K | 0.06% | +1,170+46.1% | Added |
| Horizon Bancorp Inc | 3,712 | $345.0K | 0.22% | −675−15.4% | Reduced |
| Keebeck Wealth Management, LLC | 3,713 | $345.0K | 0.06% | +111+3.1% | Added |
| Strategic Blueprint, LLC | 3,716 | $345.3K | 0.04% | −275−6.9% | Reduced |
| Frisch Financial Group, Inc. | 3,721 | $346.0K | 0.13% | −119−3.1% | Reduced |
| Hamilton Wealth, LLC | 3,724 | $346.1K | 0.12% | +143+4.0% | Added |
| Five Oceans Advisors | 3,734 | $347.0K | 0.22% | −2−0.1% | Reduced |
| Perfromance Wealth Partners, LLC | 3,738 | $347.3K | 0.02% | −175−4.5% | Reduced |
| Sound Income Strategies, LLC | 3,740 | $347.5K | 0.04% | +996+36.3% | Added |
| LifePro Asset Management | 4,262 | $348.4K | 0.25% | 00.0% | Unchanged |
| Summit Financial Group Inc | 3,750 | $348.4K | 0.14% | −75−2.0% | Reduced |
| Kolinsky Wealth Management, LLC | 3,760 | $349.0K | 0.37% | +172+4.8% | Added |
| Cahill Financial Advisors Inc | 3,760 | $349.4K | 0.06% | −99−2.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,772 | $350.5K | 0.06% | +922+32.4% | Added |
| Garrett Investment Advisors LLC | 3,774 | $350.7K | 0.06% | −127−3.3% | Reduced |
| Patron Partners Advisors, LLC | 3,802 | $353.3K | 0.26% | −31−0.8% | Reduced |
| TCI Wealth Advisors, Inc. | 3,831 | $356.0K | 0.05% | −413−9.7% | Reduced |
| Windsor Group LTD | 3,801 | $356.0K | 0.07% | −252−6.2% | Reduced |
| Horizon Wealth Management, LLC | 3,835 | $356.3K | 0.27% | +4+0.1% | Added |
| Benjamin Edwards Inc | 3,847 | $357.0K | 0.09% | −330−7.9% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,844 | $357.2K | 0.14% | +347+9.9% | Added |
| Quantum Financial Advisors, LLC | 3,852 | $357.9K | 0.11% | 00.0% | Unchanged |
| Retirement Capital Strategies | 3,855 | $358.2K | 0.17% | −640−14.2% | Reduced |
| Laird Norton Trust Company, LLC | 3,858 | $358.5K | 0.04% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 3,864 | $359.0K | 0.08% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 3,878 | $360.3K | 0.13% | −250−6.1% | Reduced |
| Personal Cfo Solutions, LLC | 3,885 | $361.0K | 0.07% | +145+3.9% | Added |
| Canton Hathaway, LLC | 3,885 | $361.0K | 0.12% | +1,000+34.7% | Added |
| Financial Perspectives, Inc | 3,886 | $361.1K | 0.17% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 3,899 | $362.3K | 0.04% | −45−1.1% | Reduced |
| Defined Wealth Management, LLC | 3,923 | $364.5K | 0.34% | 00.0% | Unchanged |
| First International Bank & Trust | 3,937 | $365.8K | 0.12% | 00.0% | Unchanged |
| Vigilare Wealth Management | 3,944 | $366.5K | 0.21% | +6+0.2% | Added |
| Catalyst Financial Partners LLC | 3,944 | $366.5K | 0.16% | +666+20.3% | Added |
| High Falls Advisors, Inc | 3,956 | $367.6K | 0.11% | −200−4.8% | Reduced |
| Ofi Invest Asset Management | 34,167,520 | $367.7K | 1.90% | +34,167,520 | New |
| Ballast Advisors LLC | 3,960 | $368.0K | 0.15% | +194+5.2% | Added |
| BerganKDV Wealth Management, LLC | 3,962 | $368.1K | 0.04% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 3,968 | $368.7K | 0.03% | −7−0.2% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,967 | $369.0K | 0.20% | +40+1.0% | Added |
| Buffington Mohr McNeal | 3,978 | $369.6K | 0.08% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 3,980 | $369.8K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,999 | $371.6K | 0.15% | +325+8.8% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,000 | $371.7K | 0.00% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 4,000 | $372.0K | 0.20% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 4,006 | $372.3K | 0.21% | +15+0.4% | Added |
| Cornerstone Wealth Management, LLC | 4,010 | $372.7K | 0.04% | +4,010 | New |
| Focused Wealth Management, Inc | 4,011 | $372.7K | 0.08% | +3+0.1% | Added |
| Eukles Asset Management | 4,013 | $372.9K | 0.20% | −202−4.8% | Reduced |
| Goldstone Financial Group, LLC | 4,017 | $373.3K | 0.12% | +4,017 | New |
| Garrett Wealth Advisory Group, LLC | 4,029 | $374.4K | 0.18% | +20.0% | Added |
| Steel Peak Wealth Management LLC | 4,031 | $374.6K | 0.03% | +292+7.8% | Added |
| Benedetti & Gucer, Inc. | 4,035 | $375.0K | 0.22% | +4,035 | New |
| Clarity Wealth Advisors, LLC | 4,038 | $375.2K | 0.19% | +61+1.5% | Added |
| Vantage Consulting Group Inc | 4,038 | $375.2K | 0.21% | −253−5.9% | Reduced |
| Syntax Advisors, LLC | 4,038 | $375.2K | 0.28% | −253−5.9% | Reduced |
| First Financial Corp | 4,039 | $375.3K | 0.23% | 00.0% | Unchanged |
| Krilogy Financial LLC | 4,047 | $376.1K | 0.03% | +676+20.1% | Added |
| Wade Financial Advisory, Inc | 4,049 | $376.2K | 0.16% | −2,957−42.2% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,055 | $376.8K | 0.08% | −81−2.0% | Reduced |
| High Note Wealth, LLC | 4,056 | $376.9K | 0.16% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 4,057 | $377.0K | 0.04% | −1,272−23.9% | Reduced |
| GEM Asset Management, LLC | 4,066 | $377.8K | 0.31% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 4,075 | $378.6K | 0.04% | −325−7.4% | Reduced |
| Wambolt & Associates, LLC | 4,034 | $378.9K | 0.13% | −1,820−31.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,078 | $378.9K | 0.03% | −92−2.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 4,082 | $379.3K | 0.18% | +4+0.1% | Added |
| Wedgewood Investors Inc | 4,083 | $379.4K | 0.50% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 4,099 | $380.9K | 0.25% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,099 | $380.9K | 0.30% | +1,226+42.7% | Added |
| Advus Financial Partners, LLC | 4,105 | $381.4K | 0.16% | −266−6.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,113 | $382.0K | 0.14% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,912 | $382.8K | 0.08% | +991+33.9% | Added |
| Triumph Capital Management | 4,123 | $383.1K | 0.20% | +4,123 | New |
| Winthrop Advisory Group LLC | 4,126 | $383.4K | 0.07% | −248−5.7% | Reduced |
| Pointe Capital Management LLC | 4,128 | $383.6K | 0.28% | −880−17.6% | Reduced |
| Ade, LLC | 4,159 | $386.5K | 0.28% | 00.0% | Unchanged |
| Parkside Advisors LLC | 4,157 | $386.5K | 0.13% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,161 | $386.6K | 0.11% | −384−8.4% | Reduced |
| Heritage Investors Management Corp | 4,163 | $387.0K | 0.02% | −306−6.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,169 | $387.4K | 0.12% | +512+14.0% | Added |