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, 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 | 3,508 | $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, 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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 17,962 | $1.67M | 0.32% | −199−1.1% | Reduced |
| Eisler Capital (UK) Ltd. | 17,898 | $1.66M | 0.14% | −117,588−86.8% | Reduced |
| Trust Asset Management LLC | 17,898 | $1.66M | 0.19% | +121+0.7% | Added |
| Pacific Sage Partners, LLC | 17,816 | $1.66M | 0.53% | +30.0% | Added |
| RMB Capital Management, LLC | 17,805 | $1.65M | 0.06% | −418−2.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 17,730 | $1.65M | 1.58% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 17,628 | $1.64M | 0.06% | +10,169+136.3% | Added |
| Corundum Group, Inc. | 17,589 | $1.63M | 0.77% | +4,816+37.7% | Added |
| Heritage Wealth Advisors | 17,586 | $1.63M | 0.09% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 17,547 | $1.63M | 0.17% | +1,050+6.4% | Added |
| Shayne & Co., LLC | 17,538 | $1.63M | 0.89% | 00.0% | Unchanged |
| Washington Trust Co | 17,174 | $1.60M | 0.07% | −142−0.8% | Reduced |
| Ami Investment Management Inc | 17,054 | $1.58M | 0.74% | −916−5.1% | Reduced |
| Wealth Alliance | 17,042 | $1.58M | 0.26% | +1,758+11.5% | Added |
| Biltmore Family Office, LLC | 17,026 | $1.58M | 0.33% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.58M | 0.62% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 16,955 | $1.58M | 1.25% | +310+1.9% | Added |
| Meridian Wealth Management, LLC | 16,926 | $1.57M | 0.14% | −250−1.5% | Reduced |
| Cable Hill Partners, LLC | 16,894 | $1.57M | 0.26% | −1,496−8.1% | Reduced |
| Kenfarb & Co. | 16,878 | $1.57M | 1.40% | −650−3.7% | Reduced |
| Peoples Financial Services Corp. | 16,768 | $1.56M | 0.73% | −183−1.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 16,750 | $1.56M | 0.10% | −5,890−26.0% | Reduced |
| Spire Wealth Management | 16,719 | $1.55M | 0.06% | +3,970+31.1% | Added |
| Viewpoint Capital Management LLC | 16,710 | $1.55M | 1.39% | 00.0% | Unchanged |
| Terry L. Blaker | 16,659 | $1.55M | 0.14% | −338−2.0% | Reduced |
| Schechter Investment Advisors, LLC | 16,646 | $1.55M | 0.14% | +345+2.1% | Added |
| SeaCrest Wealth Management, LLC | 16,645 | $1.55M | 0.21% | +3,156+23.4% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 16,702 | $1.55M | 1.47% | −1,047−5.9% | Reduced |
| AIMZ Investment Advisors, LLC | 16,623 | $1.54M | 0.69% | −100−0.6% | Reduced |
| GSB Wealth Management, LLC | 16,620 | $1.54M | 0.50% | −140−0.8% | Reduced |
| Cornerstone National Bank & Trust Co | 16,605 | $1.54M | 0.84% | −259−1.5% | Reduced |
| E Fund Management Co., Ltd. | 16,585 | $1.54M | 0.11% | +1,207+7.8% | Added |
| Clare Market Investments LLC | 16,583 | $1.54M | 0.64% | +16,583 | New |
| Foster Group, Inc. | 16,583 | $1.54M | 0.10% | +555+3.5% | Added |
| Sassicaia Capital Advisers LLC | 16,572 | $1.54M | 1.34% | +16,572 | New |
| Geneos Wealth Management Inc. | 16,567 | $1.54M | 0.09% | +751+4.7% | Added |
| Kiley Juergens Wealth Management, LLC | 16,558 | $1.54M | 0.58% | −49−0.3% | Reduced |
| Summit Financial, LLC | 16,547 | $1.54M | 0.13% | +1,098+7.1% | Added |
| Duff & Phelps Investment Management Co | 16,519 | $1.53M | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 16,474 | $1.53M | 0.14% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 16,421 | $1.53M | 0.07% | −670−3.9% | Reduced |
| Legal Advantage Investments, Inc. | 16,415 | $1.53M | 1.12% | 00.0% | Unchanged |
| Centric Wealth Management | 16,305 | $1.52M | 0.66% | +30.0% | Added |
| Ontario Teachers Pension Plan Board | 16,220 | $1.51M | 0.02% | +11,440+239.3% | Added |
| Auto-Owners Insurance Co | 16,187 | $1.50M | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 16,171 | $1.50M | 0.43% | +106+0.7% | Added |
| Nadler Financial Group, Inc. | 16,150 | $1.50M | 0.24% | +18+0.1% | Added |
| Investment Partners, Ltd. | 16,144 | $1.50M | 0.79% | +1,032+6.8% | Added |
| Avidian Wealth Solutions, LLC | 16,098 | $1.50M | 0.08% | −2,114−11.6% | Reduced |
| Choate Investment Advisors | 16,079 | $1.49M | 0.07% | −48−0.3% | Reduced |
| Pflug Koory, LLC | 16,055 | $1.49M | 0.81% | −150−0.9% | Reduced |
| Versor Investments LP | 16,000 | $1.49M | 0.19% | −16,612−50.9% | Reduced |
| Baystate Wealth Management LLC | 15,969 | $1.48M | 0.13% | +2,632+19.7% | Added |
| Martin Capital Advisors, LLP | 15,966 | $1.48M | 1.53% | −1,620−9.2% | Reduced |
| Cypress Capital Group | 15,912 | $1.48M | 0.23% | −555−3.4% | Reduced |
| Chesapeake Wealth Management | 15,901 | $1.48M | 0.62% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 15,875 | $1.48M | 1.62% | −100−0.6% | Reduced |
| Modera Wealth Management, LLC | 15,756 | $1.46M | 0.06% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 16,182 | $1.46M | 0.16% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 15,697 | $1.46M | 0.85% | −463−2.9% | Reduced |
| Altman Advisors, Inc. | 18,065 | $1.46M | 1.33% | +344+1.9% | Added |
| Breakwater Capital Group | 15,636 | $1.45M | 0.61% | +2,080+15.3% | Added |
| Capital Planning LLC | 15,602 | $1.45M | 0.60% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 15,569 | $1.45M | 0.14% | −2,550−14.1% | Reduced |
| Trust Co | 15,508 | $1.44M | 0.22% | −667−4.1% | Reduced |
| L.M. Kohn & Company | 15,368 | $1.43M | 0.59% | +10.0% | Added |
| Midwest Professional Planners, LTD. | 15,270 | $1.42M | 0.69% | +504+3.4% | Added |
| Accredited Investors Inc. | 15,239 | $1.42M | 0.11% | −1,107−6.8% | Reduced |
| Roberts Glore & Co Inc | 15,183 | $1.41M | 0.47% | −455−2.9% | Reduced |
| Ibex Wealth Advisors | 15,157 | $1.41M | 0.37% | +15,157 | New |
| Leo H. Evart, Inc. | 15,109 | $1.40M | 2.05% | +10.0% | Added |
| Wedmont Private Capital | 14,956 | $1.40M | 0.19% | +507+3.5% | Added |
| PBMares Wealth Management LLC | 15,071 | $1.40M | 0.52% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 14,863 | $1.40M | 0.70% | −421−2.8% | Reduced |
| Convergence Investment Partners, LLC | 15,048 | $1.40M | 0.82% | +153+1.0% | Added |
| Close Asset Management Ltd | 15,043 | $1.40M | 0.07% | −1,485−9.0% | Reduced |
| Lowell Blake & Associates Inc. | 15,000 | $1.39M | 0.43% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 14,989 | $1.39M | 0.34% | −50−0.3% | Reduced |
| SRN Advisors, LLC | 15,384 | $1.39M | 1.28% | +856+5.9% | Added |
| Conning Inc. | 14,947 | $1.39M | 0.05% | −333−2.2% | Reduced |
| Prospera Financial Services Inc | 14,932 | $1.39M | 0.06% | −83−0.6% | Reduced |
| Ifrah Financial Services, Inc. | 14,921 | $1.39M | 0.44% | −359−2.3% | Reduced |
| First Interstate Bank | 14,866 | $1.38M | 0.11% | −1,353−8.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,863 | $1.38M | 0.52% | 00.0% | Unchanged |
| AIA Group Ltd | 14,860 | $1.38M | 0.07% | −2,185−12.8% | Reduced |
| Westside Investment Management, Inc. | 14,856 | $1.38M | 0.41% | −1,214−7.6% | Reduced |
| Qtron Investments LLC | 14,850 | $1.38M | 0.28% | −2,487−14.3% | Reduced |
| Abundance Wealth Counselors | 14,840 | $1.38M | 0.35% | −4,914−24.9% | Reduced |
| Roundview Capital LLC | 14,839 | $1.38M | 0.14% | +226+1.5% | Added |
| Daymark Wealth Partners, LLC | 14,788 | $1.37M | 0.18% | +1,271+9.4% | Added |
| Advance Capital Management, Inc. | 14,748 | $1.37M | 0.24% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14,680 | $1.36M | 0.06% | +4,013+37.6% | Added |
| Sargent Investment Group, LLC | 14,365 | $1.35M | 0.36% | +85+0.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,504 | $1.35M | 0.21% | −45−0.3% | Reduced |
| Caldwell Trust Co | 14,424 | $1.34M | 0.19% | −94−0.6% | Reduced |
| CX Institutional | 14,244 | $1.33M | 0.07% | −36,938−72.2% | Reduced |
| Decatur Capital Management, Inc. | 14,341 | $1.33M | 1.00% | −18,413−56.2% | Reduced |
| Centaurus Financial, Inc. | 14,331 | $1.33M | 0.11% | +2,135+17.5% | Added |
| Allred Capital Management, LLC | 14,325 | $1.33M | 0.71% | −171−1.2% | Reduced |
| Cito Capital Group, LLC | 14,325 | $1.33M | 0.66% | +500+3.6% | Added |