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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 14,324 | $1.33M | 0.39% | +1,232+9.4% | Added |
| Salem Investment Counselors Inc | 14,297 | $1.33M | 0.05% | +123+0.9% | Added |
| Koshinski Asset Management, Inc. | 14,266 | $1.33M | 0.13% | +671+4.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,210 | $1.32M | 0.02% | +14,210 | New |
| Barrier Capital Management, LLC | 14,200 | $1.32M | 1.56% | +14,200 | New |
| Icon Wealth Partners, LLC | 14,192 | $1.32M | 0.14% | +14,192 | New |
| Roberts Wealth Advisors, LLC | 14,021 | $1.32M | 0.60% | +140+1.0% | Added |
| Vise Technologies, Inc. | 14,148 | $1.31M | 0.35% | +4,535+47.2% | Added |
| Notis-McConarty Edward | 14,100 | $1.31M | 0.52% | −950−6.3% | Reduced |
| Tempus Wealth Planning, LLC | 13,987 | $1.30M | 0.64% | +1,464+11.7% | Added |
| Northern Financial Advisors Inc | 13,978 | $1.30M | 1.22% | −782−5.3% | Reduced |
| Lumature Wealth Partners, LLC | 13,860 | $1.29M | 0.72% | −2,881−17.2% | Reduced |
| David Loasby | 13,379 | $1.28M | 0.15% | +4,540+51.4% | Added |
| Sutton Wealth Advisors Inc. | 13,806 | $1.28M | 0.69% | −8,038−36.8% | Reduced |
| Ervin Investment Management, LLC | 14,145 | $1.28M | 1.12% | −3,520−19.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,754 | $1.28M | 0.41% | +75+0.5% | Added |
| Curbstone Financial Management Corp | 13,750 | $1.28M | 0.31% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 13,719 | $1.27M | 0.05% | +457+3.4% | Added |
| Smith, Moore & Co. | 13,622 | $1.27M | 0.17% | +402+3.0% | Added |
| Bridge Creek Capital Management LLC | 13,600 | $1.26M | 0.47% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 13,580 | $1.26M | 0.36% | −715−5.0% | Reduced |
| Avantax Planning Partners, Inc. | 13,419 | $1.25M | 0.05% | −252−1.8% | Reduced |
| Stratos Wealth Advisors, LLC | 13,360 | $1.24M | 0.10% | −184−1.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 13,346 | $1.24M | 0.05% | +2,406+22.0% | Added |
| Nwam LLC | 13,287 | $1.23M | 0.13% | −7,497−36.1% | Reduced |
| United Asset Strategies, Inc. | 13,283 | $1.23M | 0.16% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13,278 | $1.23M | 0.11% | +83+0.6% | Added |
| Tevis Investment Management | 13,265 | $1.23M | 1.25% | −3,611−21.4% | Reduced |
| Spinnaker Trust | 13,224 | $1.23M | 0.09% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 13,190 | $1.23M | 0.28% | +6,822+107.1% | Added |
| Timber Creek Capital Management LLC | 13,148 | $1.22M | 0.44% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,112 | $1.22M | 0.07% | −9,583−42.2% | Reduced |
| BDO Wealth Advisors, LLC | 13,098 | $1.22M | 0.15% | −1,042−7.4% | Reduced |
| Auxier Asset Management | 13,069 | $1.21M | 0.21% | +451+3.6% | Added |
| Legacy Financial Advisors, Inc. | 13,013 | $1.21M | 0.25% | −1,001−7.1% | Reduced |
| Equitable Trust Co | 12,999 | $1.21M | 0.10% | −720−5.2% | Reduced |
| Cobblestone Capital Advisors LLC | 12,998 | $1.21M | 0.09% | −50−0.4% | Reduced |
| Level Four Advisory Services, LLC | 12,992 | $1.21M | 0.08% | −1,104−7.8% | Reduced |
| Founders Financial Securities LLC | 12,953 | $1.20M | 0.17% | +618+5.0% | Added |
| First National Bank Sioux Falls | 12,827 | $1.19M | 0.83% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 12,823 | $1.19M | 0.48% | −2,893−18.4% | Reduced |
| Harvest Fund Management Co., Ltd | 12,820 | $1.19M | 0.26% | −3,172−19.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 12,754 | $1.19M | 0.03% | +172+1.4% | Added |
| Proffitt & Goodson Inc | 12,721 | $1.18M | 0.24% | −4,166−24.7% | Reduced |
| Joel Isaacson & Co., LLC | 12,704 | $1.18M | 0.08% | 00.0% | Unchanged |
| Maven Securities LTD | 12,693 | $1.18M | 0.19% | −22,926−64.4% | Reduced |
| Marcum Wealth, LLC | 12,660 | $1.18M | 0.15% | −111−0.9% | Reduced |
| Perigon Wealth Management, LLC | 12,601 | $1.17M | 0.07% | +201+1.6% | Added |
| Circle Wealth Management, LLC | 12,595 | $1.17M | 0.17% | −349−2.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 12,536 | $1.16M | 0.58% | −424−3.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 12,444 | $1.16M | 0.39% | −40−0.3% | Reduced |
| PDS Planning, Inc | 12,434 | $1.16M | 0.16% | +3,858+45.0% | Added |
| M Holdings Securities, Inc. | 12,427 | $1.16M | 0.12% | −223−1.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 12,483 | $1.16M | 0.02% | +9+0.1% | Added |
| Lindbrook Capital, LLC | 12,374 | $1.15M | 0.13% | −3,876−23.9% | Reduced |
| Central Bank & Trust Co | 12,330 | $1.15M | 0.20% | −592−4.6% | Reduced |
| Moneta Group Investment Advisors LLC | 12,303 | $1.14M | 0.03% | +3,151+34.4% | Added |
| Miracle Mile Advisors, LLC | 12,210 | $1.13M | 0.04% | +116+1.0% | Added |
| Edgestream Partners, L.P. | 12,197 | $1.13M | 0.13% | +6,146+101.6% | Added |
| InterOcean Capital Group, LLC | 12,161 | $1.13M | 0.04% | +3,390+38.7% | Added |
| Keystone Financial Services | 12,142 | $1.13M | 0.60% | +70+0.6% | Added |
| Lantz Financial LLC | 12,137 | $1.13M | 0.47% | +824+7.3% | Added |
| Capital Advisors Inc | 12,136 | $1.13M | 0.03% | −140−1.1% | Reduced |
| Woodmont Investment Counsel LLC | 12,105 | $1.12M | 0.12% | −181−1.5% | Reduced |
| Boltwood Capital Management | 12,062 | $1.12M | 0.42% | +3,987+49.4% | Added |
| WBH Advisory Inc | 12,026 | $1.12M | 0.14% | +12,026 | New |
| Gyroscope Capital Management Group, LLC | 12,020 | $1.12M | 0.28% | +1,400+13.2% | Added |
| Voya Financial Advisors, Inc. | 12,338 | $1.12M | 0.14% | −2,838−18.7% | Reduced |
| Prestige Wealth Management Group LLC | 12,011 | $1.12M | 0.28% | −2,019−14.4% | Reduced |
| King Wealth | 11,949 | $1.11M | 0.25% | +1,109+10.2% | Added |
| Citizens & Northern Corp | 11,940 | $1.11M | 0.43% | +9,262+345.9% | Added |
| Pine Haven Investment Counsel, Inc | 11,935 | $1.11M | 1.16% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 11,909 | $1.11M | 0.65% | +1,567+15.2% | Added |
| Arete Wealth Advisors, LLC | 11,908 | $1.11M | 0.09% | +2,911+32.4% | Added |
| Kathmere Capital Management, LLC | 11,828 | $1.10M | 0.18% | +930+8.5% | Added |
| First Commonwealth Financial Corp | 11,822 | $1.10M | 0.40% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 11,803 | $1.10M | 0.21% | +11,803 | New |
| London & Capital Asset Management Ltd | 11,794 | $1.10M | 0.10% | −173−1.4% | Reduced |
| Trustco Bank Corp N Y | 11,781 | $1.09M | 1.20% | −200−1.7% | Reduced |
| Planning Center, Inc. | 11,439 | $1.09M | 0.30% | −200−1.7% | Reduced |
| Bank of Nova Scotia Trust Co | 11,731 | $1.09M | 0.12% | −3,628−23.6% | Reduced |
| BKD Wealth Advisors, LLC | 11,727 | $1.09M | 0.04% | −112−0.9% | Reduced |
| Engineers Gate Manager LP | 11,690 | $1.09M | 0.05% | +11,690 | New |
| Connective Portfolio Management, LLC | 12,000 | $1.09M | 3.44% | +12,000 | New |
| Highline Wealth Partners LLC | 11,648 | $1.08M | 0.74% | +180+1.6% | Added |
| Parkside Financial Bank & Trust | 11,617 | $1.08M | 0.29% | +262+2.3% | Added |
| Chicago Partners Investment Group LLC | 11,299 | $1.08M | 0.06% | +160+1.4% | Added |
| Fort Sheridan Advisors LLC | 11,592 | $1.08M | 0.27% | −62−0.5% | Reduced |
| Park Avenue Securities LLC | 11,500 | $1.07M | 0.02% | +829+7.8% | Added |
| GYL Financial Synergies, LLC | 11,479 | $1.07M | 0.13% | +733+6.8% | Added |
| Moreno Evelyn V | 11,473 | $1.07M | 0.24% | −9,560−45.5% | Reduced |
| Weatherly Asset Management L. P. | 11,452 | $1.06M | 0.14% | +30.0% | Added |
| Alpha Omega Wealth Management LLC | 11,397 | $1.06M | 0.18% | −89−0.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 11,393 | $1.06M | 0.03% | −1,000−8.1% | Reduced |
| Papp L Roy & Associates | 11,391 | $1.06M | 0.14% | −3,422−23.1% | Reduced |
| Atlas Brown,Inc. | 11,382 | $1.06M | 0.49% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 11,377 | $1.06M | 0.46% | +457+4.2% | Added |
| Grandfield & Dodd, LLC | 11,346 | $1.05M | 0.07% | +200+1.8% | Added |
| Sterling Investment Advisors, Ltd. | 11,315 | $1.05M | 0.35% | −117−1.0% | Reduced |
| Affinity Investment Advisors, LLC | 11,282 | $1.05M | 0.56% | −4,120−26.7% | Reduced |