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 |
|---|---|---|---|---|---|
| JTC Employer Solutions Trusteee Ltd | 11,252 | $1.04M | 0.11% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 11,230 | $1.04M | 0.68% | +680+6.4% | Added |
| Oarsman Capital, Inc. | 11,206 | $1.04M | 0.49% | +445+4.1% | Added |
| Bogart Wealth, LLC | 11,191 | $1.04M | 0.07% | +251+2.3% | Added |
| Field & Main Bank | 11,170 | $1.04M | 0.62% | +1,210+12.1% | Added |
| NWK Group, Inc. | 11,102 | $1.03M | 0.67% | +11,102 | New |
| Pinnacle West Asset Management, Inc. | 11,100 | $1.03M | 1.08% | +11,100 | New |
| Boyd Wealth Management, LLC | 11,052 | $1.03M | 0.71% | −40.0% | Reduced |
| Cubic Asset Management, LLC | 11,040 | $1.03M | 0.29% | +75+0.7% | Added |
| Delta Financial Group, Inc. | 11,020 | $1.02M | 0.40% | −30−0.3% | Reduced |
| SG Americas Securities, LLC | 10,962 | $1.02M | 0.01% | −114,017−91.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,931 | $1.02M | 0.14% | +109+1.0% | Added |
| Independent Financial Group, LLC | 10,928 | $1.02M | 0.08% | +1,279+13.3% | Added |
| Symmetry Partners, LLC | 10,910 | $1.01M | 0.06% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 10,685 | $1.01M | 0.03% | +672+6.7% | Added |
| White Pine Capital LLC | 10,881 | $1.01M | 0.39% | −2,649−19.6% | Reduced |
| GM Advisory Group, Inc. | 10,874 | $1.01M | 0.09% | +438+4.2% | Added |
| Platform Technology Partners | 10,831 | $1.01M | 0.50% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 10,813 | $1.00M | 0.18% | +1,113+11.5% | Added |
| Osborne Partners Capital Management, LLC | 10,801 | $1.00M | 0.07% | −546−4.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 10,791 | $1.00M | 0.26% | −2,832−20.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,751 | $999.0K | 0.09% | +738+7.4% | Added |
| Harbour Investments, Inc. | 10,749 | $998.8K | 0.05% | +1,318+14.0% | Added |
| Cozad Asset Management Inc | 10,707 | $994.9K | 0.13% | −716−6.3% | Reduced |
| US Asset Management LLC | 10,693 | $994.0K | 1.02% | −71−0.7% | Reduced |
| CMG Global Holdings, LLC | 10,642 | $988.9K | 0.90% | −66−0.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,593 | $984.3K | 0.26% | +8,000+308.5% | Added |
| Sowell Financial Services LLC | 10,578 | $983.0K | 0.08% | −4,607−30.3% | Reduced |
| Congress Wealth Management LLC | 10,576 | $982.8K | 0.02% | −175−1.6% | Reduced |
| Independence Bank of Kentucky | 10,555 | $980.8K | 0.43% | +410+4.0% | Added |
| Benin Management CORP | 10,555 | $980.7K | 0.37% | −19−0.2% | Reduced |
| Abner Herrman & Brock LLC | 10,532 | $979.0K | 0.15% | +10,532 | New |
| Brookstone Capital Management | 10,217 | $976.6K | 0.02% | −794−7.2% | Reduced |
| Citizens National Bank Trust Department | 10,505 | $976.1K | 0.27% | −10−0.1% | Reduced |
| Vista Private Wealth Partners. LLC | 10,080 | $974.2K | 0.43% | +80+0.8% | Added |
| Gamco Investors, Inc. Et Al | 10,465 | $972.4K | 0.01% | +98+0.9% | Added |
| Keudell/Morrison Wealth Management | 10,415 | $967.8K | 0.29% | −114−1.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,408 | $967.1K | 0.30% | −32−0.3% | Reduced |
| Equitable Holdings, Inc. | 10,326 | $959.5K | 0.02% | +797+8.4% | Added |
| Forum Financial Management, LP | 10,261 | $953.5K | 0.03% | +43+0.4% | Added |
| Wealthspire Advisors, LLC | 10,260 | $953.3K | 0.02% | −4,271−29.4% | Reduced |
| Hollencrest Capital Management | 10,222 | $949.8K | 0.10% | +4,625+82.6% | Added |
| First Foundation Advisors | 10,213 | $949.0K | 0.04% | −1,179−10.3% | Reduced |
| Boston Research & Management Inc | 10,207 | $948.0K | 0.28% | −71−0.7% | Reduced |
| Sage Rhino Capital LLC | 10,202 | $948.0K | 0.28% | −2,099−17.1% | Reduced |
| Clear Creek Financial Management, LLC | 10,194 | $947.2K | 0.18% | +790+8.4% | Added |
| Altfest L J & Co Inc | 10,166 | $945.0K | 0.15% | +1,793+21.4% | Added |
| Apeiron RIA LLC | 10,039 | $944.5K | 0.32% | −537−5.1% | Reduced |
| Lakeview Capital Partners, LLC | 9,685 | $943.7K | 0.29% | +331+3.5% | Added |
| Paragon Capital Management Ltd | 10,143 | $942.5K | 0.22% | +50.0% | Added |
| Clark Capital Management Group, Inc. | 10,128 | $941.1K | 0.01% | +31+0.3% | Added |
| Etesian Wealth Advisors, Inc. | 10,112 | $939.6K | 0.63% | −410−3.9% | Reduced |
| Flagship Harbor Advisors, LLC | 10,111 | $939.5K | 0.09% | +726+7.7% | Added |
| Boit C F David | 9,800 | $938.9K | 0.64% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 10,100 | $938.0K | 0.39% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,075 | $936.2K | 0.13% | +398+4.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,064 | $935.1K | 0.16% | +664+7.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 10,059 | $934.7K | 0.05% | +1,516+17.7% | Added |
| Summit Trail Advisors, LLC | 10,057 | $934.5K | 0.04% | +329+3.4% | Added |
| All Terrain Financial Advisors, LLC | 10,052 | $934.0K | 0.45% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 9,938 | $933.0K | 0.20% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 9,982 | $927.5K | 0.11% | −2,361−19.1% | Reduced |
| Grimes & Company, Inc. | 9,950 | $924.6K | 0.04% | −686−6.4% | Reduced |
| Armstrong Advisory Group, Inc | 9,946 | $924.2K | 0.11% | −10.0% | Reduced |
| RW Investment Management LLC | 9,935 | $923.2K | 0.26% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 9,890 | $918.9K | 0.10% | −699−6.6% | Reduced |
| Sky Investment Group LLC | 9,850 | $915.3K | 0.21% | −231−2.3% | Reduced |
| EverSource Wealth Advisors, LLC | 9,843 | $914.6K | 0.11% | −70−0.7% | Reduced |
| Beaumont Financial Advisors, LLC | 9,835 | $913.8K | 0.09% | −1,275−11.5% | Reduced |
| Crawford Investment Counsel Inc | 9,826 | $913.0K | 0.02% | −1,261−11.4% | Reduced |
| Miller Investment Management, LP | 9,823 | $912.8K | 0.15% | 00.0% | Unchanged |
| Financial Architects, Inc | 9,821 | $912.6K | 0.15% | +142+1.5% | Added |
| Xcel Wealth Management, LLC | 9,783 | $909.0K | 0.32% | −385−3.8% | Reduced |
| Appleton Partners Inc | 9,696 | $901.0K | 0.08% | +1,198+14.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 9,687 | $900.1K | 0.50% | +146+1.5% | Added |
| Moloney Securities Asset Management, LLC | 9,681 | $899.6K | 0.17% | +2,698+38.6% | Added |
| Wealth Alliance Advisory Group, LLC | 9,631 | $894.9K | 0.33% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 9,608 | $892.8K | 0.16% | −80−0.8% | Reduced |
| Capital Analysts, LLC | 9,586 | $891.0K | 0.05% | −625−6.1% | Reduced |
| Lipe & Dalton | 9,585 | $891.0K | 0.51% | 00.0% | Unchanged |
| Peoples Bank | 9,567 | $889.0K | 0.57% | −100−1.0% | Reduced |
| Montecito Bank & Trust | 9,554 | $887.8K | 0.21% | −93−1.0% | Reduced |
| Missouri Trust & Investment Co | 9,515 | $884.1K | 0.57% | −70−0.7% | Reduced |
| Austin Private Wealth, LLC | 9,515 | $884.1K | 0.14% | +383+4.2% | Added |
| Options Solutions, LLC | 9,514 | $884.0K | 1.01% | +4,582+92.9% | Added |
| BSW Wealth Partners | 9,489 | $881.7K | 0.18% | +574+6.4% | Added |
| AlphaCore Capital LLC | 9,472 | $880.1K | 0.23% | −130−1.4% | Reduced |
| Jacobs & Co | 9,470 | $879.0K | 0.11% | −620−6.1% | Reduced |
| Birch Capital Management, LLC | 9,409 | $874.3K | 0.56% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 9,403 | $873.7K | 0.49% | −320−3.3% | Reduced |
| Disciplined Equity Management, Inc. | 9,370 | $870.7K | 0.74% | −1,251−11.8% | Reduced |
| Sun Life Financial INC | 9,350 | $866.3K | 0.06% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 9,322 | $866.2K | 0.22% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 9,300 | $864.2K | 0.65% | +1,365+17.2% | Added |
| Fulton Bank, N.A. | 9,248 | $859.3K | 0.05% | +1,718+22.8% | Added |
| Rehmann Capital Advisory Group | 9,246 | $859.2K | 0.08% | +83+0.9% | Added |
| JNBA Financial Advisors | 9,231 | $857.7K | 0.11% | −216−2.3% | Reduced |
| Dynamic Advisor Solutions LLC | 9,227 | $857.3K | 0.05% | −1,365−12.9% | Reduced |
| Laurel Wealth Advisors LLC | 9,224 | $857.1K | 0.18% | +363+4.1% | Added |
| Rossmore Private Capital | 9,204 | $855.2K | 0.13% | 00.0% | Unchanged |