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; 3,538 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
- 2,355
- +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
- 938 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 | 3,538 | $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 | 2,819 | $148.6B |
| Q4 2023 | 2,700 | $124.2B |
| Q3 2023 | 2,535 | $124.0B |
| Q2 2023 | 2,569 | $138.9B |
| Q1 2023 | 2,355 | $107.5B |
| Q4 2022 | 2,303 | $93.7B |
| Q3 2022 | 2,107 | $68.7B |
| Q2 2022 | 2,195 | $78.5B |
| Q1 2022 | 2,270 | $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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 5,228 | $485.7K | 0.02% | −2,760−34.6% | Reduced |
| Plancorp, LLC | 5,191 | $482.4K | 0.03% | −68−1.3% | Reduced |
| Hoey Investments, Inc | 5,190 | $482.3K | 0.19% | −1,157−18.2% | Reduced |
| StrategIQ Financial Group, LLC | 5,190 | $482.3K | 0.06% | −439−7.8% | Reduced |
| Perennial Investment Advisors, LLC | 5,165 | $479.9K | 0.09% | +5,165 | New |
| Pine Valley Investments Ltd Liability Co | 13,379 | $478.7K | 0.07% | +13,379 | New |
| Steigerwald, Gordon & Koch Inc. | 5,148 | $478.4K | 0.07% | −54−1.0% | Reduced |
| StoneX Group Inc. | 5,145 | $478.1K | 0.05% | −40−0.8% | Reduced |
| SlateStone Wealth, LLC | 5,140 | $478.0K | 0.10% | +570+12.5% | Added |
| Rathbone Brothers plc | 5,142 | $477.8K | 0.00% | −48−0.9% | Reduced |
| Sage Mountain Advisors LLC | 5,137 | $477.3K | 0.08% | +5,137 | New |
| Silicon Valley Capital Partners | 5,130 | $476.7K | 0.10% | −88−1.7% | Reduced |
| Claret Asset Management Corp | 5,127 | $476.0K | 0.09% | +327+6.8% | Added |
| Robertson Stephens Wealth Management, LLC | 5,121 | $475.8K | 0.04% | −2,623−33.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 5,120 | $475.8K | 0.03% | +128+2.6% | Added |
| Sabal Trust CO | 5,103 | $474.2K | 0.03% | −520−9.2% | Reduced |
| Orser Capital Management, LLC | 5,094 | $473.3K | 0.54% | 00.0% | Unchanged |
| Philadelphia Trust Co | 5,082 | $472.0K | 0.05% | 00.0% | Unchanged |
| Change Path, LLC | 5,075 | $472.0K | 0.02% | +839+19.8% | Added |
| Seed Wealth Management, Inc. | 5,062 | $470.4K | 0.53% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 5,060 | $470.2K | 0.14% | 00.0% | Unchanged |
| Centennial Bank | 5,059 | $470.1K | 0.31% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,054 | $469.6K | 0.07% | −60−1.2% | Reduced |
| C2C Wealth Management, LLC | 4,990 | $468.6K | 0.08% | 00.0% | Unchanged |
| NTV Asset Management LLC | 5,042 | $468.5K | 0.09% | +123+2.5% | Added |
| Geller Advisors LLC | 5,040 | $468.3K | 0.07% | +469+10.3% | Added |
| Zions Bancorporation, N.A. | 5,036 | $467.9K | 0.04% | −186−3.6% | Reduced |
| Birchcreek Wealth Management, LLC | 5,009 | $465.4K | 0.37% | +701+16.3% | Added |
| Beta Wealth Group, Inc. | 5,000 | $464.6K | 0.27% | +400+8.7% | Added |
| Stonebridge Financial Planning Group, LLC | 5,000 | $464.6K | 0.30% | +485+10.7% | Added |
| Jag Capital Management, LLC | 4,991 | $463.8K | 0.06% | +1,152+30.0% | Added |
| FinTrust Capital Advisors, LLC | 5,650 | $461.8K | 0.11% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 4,970 | $461.8K | 0.19% | 00.0% | Unchanged |
| Norris Perne & French LLP | 4,965 | $461.3K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 4,952 | $460.1K | 0.26% | +46+0.9% | Added |
| Founders Financial Alliance, LLC | 4,838 | $456.9K | 0.23% | −111−2.2% | Reduced |
| Bell Bank | 4,916 | $456.8K | 0.05% | +921+23.1% | Added |
| Private Portfolio Partners LLC | 4,911 | $456.3K | 0.12% | +21+0.4% | Added |
| Parthenon LLC | 4,903 | $455.6K | 0.07% | 00.0% | Unchanged |
| Novare Capital Management LLC | 4,898 | $455.1K | 0.05% | −350−6.7% | Reduced |
| Red Door Wealth Management, LLC | 4,896 | $454.9K | 0.14% | +4,896 | New |
| Lodestar Private Asset Management LLC | 4,892 | $454.6K | 0.08% | +673+16.0% | Added |
| Eqis Capital Management, Inc. | 4,892 | $454.5K | 0.05% | −205−4.0% | Reduced |
| Vista Investment Management | 4,889 | $454.3K | 0.24% | +96+2.0% | Added |
| Tradition Wealth Management, LLC | 4,881 | $454.0K | 0.06% | +747+18.1% | Added |
| Radnor Capital Management, LLC | 4,873 | $453.0K | 0.12% | +123+2.6% | Added |
| Optas, LLC | 4,864 | $452.0K | 0.16% | +253+5.5% | Added |
| Investors Asset Management of Georgia Inc | 4,850 | $450.7K | 0.24% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 4,850 | $450.7K | 0.33% | +4,850 | New |
| Ferguson Wellman Capital Management, Inc | 4,836 | $449.4K | 0.01% | −330−6.4% | Reduced |
| Lodestone Wealth Management LLC | 4,835 | $449.3K | 0.35% | −63−1.3% | Reduced |
| GW Henssler & Associates Ltd | 4,834 | $449.2K | 0.03% | +150+3.2% | Added |
| Consolidated Portfolio Review Corp | 4,829 | $448.7K | 0.12% | +4,829 | New |
| Northcape Wealth Management, LLC | 4,820 | $447.9K | 0.16% | +4,820 | New |
| Eudaimonia Partners, LLC | 4,810 | $447.0K | 0.11% | −78−1.6% | Reduced |
| Riverbridge Partners LLC | 4,800 | $446.0K | 0.01% | −125−2.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,825 | $446.0K | 0.36% | +25+0.5% | Added |
| Byrne Asset Management LLC | 4,804 | $446.0K | 0.32% | +24+0.5% | Added |
| Magnolia Capital Advisors LLC | 4,794 | $445.5K | 0.23% | +374+8.5% | Added |
| BTC Capital Management, Inc. | 4,783 | $444.4K | 0.05% | −140−2.8% | Reduced |
| Creative Financial Designs Inc | 4,766 | $442.9K | 0.06% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,750 | $441.4K | 0.42% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,754 | $441.0K | 0.07% | −512−9.7% | Reduced |
| Strategic Advisors LLC | 4,727 | $439.3K | 0.09% | +20.0% | Added |
| Wealth Dimensions Group, Ltd. | 4,722 | $438.8K | 0.17% | +1,450+44.3% | Added |
| TrinityPoint Wealth, LLC | 4,721 | $438.7K | 0.09% | +45+1.0% | Added |
| International Assets Investment Management, LLC | 4,707 | $437.3K | 0.06% | −6,566−58.2% | Reduced |
| Ellevest, Inc. | 4,693 | $436.1K | 0.03% | +3,052+186.0% | Added |
| Aire Advisors, LLC | 4,687 | $435.6K | 0.12% | −625−11.8% | Reduced |
| FirstPurpose Wealth LLC | 4,681 | $435.0K | 0.21% | −1,325−22.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,670 | $433.9K | 0.09% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 4,836 | $433.9K | 0.01% | +4,836 | New |
| Little House Capital LLC | 4,666 | $433.6K | 0.20% | −45−1.0% | Reduced |
| HTG Investment Advisors, Inc. | 4,665 | $433.5K | 0.40% | −23−0.5% | Reduced |
| Israel Discount Bank of New York | 4,665 | $433.5K | 0.33% | +4,665 | New |
| Occidental Asset Management, LLC | 4,617 | $429.0K | 0.11% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 4,600 | $427.4K | 0.01% | −2,597−36.1% | Reduced |
| Aberdeen Wealth Management LLC | 4,600 | $427.4K | 0.32% | 00.0% | Unchanged |
| American Planning Services, Inc. | 4,600 | $427.4K | 0.29% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 4,598 | $427.2K | 0.52% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,597 | $427.2K | 0.03% | −1,333−22.5% | Reduced |
| Trust Co of Kansas | 4,597 | $427.0K | 0.27% | −985−17.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,594 | $426.9K | 0.44% | 00.0% | Unchanged |
| Delta Asset Management LLC | 4,569 | $424.6K | 0.04% | −819−15.2% | Reduced |
| Per Stirling Capital Management, LLC. | 4,543 | $422.1K | 0.09% | −987−17.8% | Reduced |
| Cedar Brook Financial Partners, LLC | 4,533 | $421.2K | 0.11% | +52+1.2% | Added |
| Baldwin Brothers Inc | 4,525 | $420.5K | 0.04% | −371−7.6% | Reduced |
| Apexium Financial, LP | 4,515 | $419.5K | 0.04% | −30−0.7% | Reduced |
| Aptus Capital Advisors, LLC | 4,507 | $418.8K | 0.01% | −142,370−96.9% | Reduced |
| Intact Investment Management Inc. | 4,500 | $418.1K | 0.02% | +900+25.0% | Added |
| Allegheny Financial Group LTD | 4,498 | $417.9K | 0.17% | +11+0.2% | Added |
| Almanack Investment Partners, LLC. | 4,496 | $417.8K | 0.08% | −100−2.2% | Reduced |
| Cardiff Park Advisors, LLC | 4,495 | $417.7K | 0.05% | +120+2.7% | Added |
| Ironwood Financial, llc | 4,484 | $416.7K | 0.12% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,469 | $415.3K | 0.08% | +193+4.5% | Added |
| Column Capital Advisors, LLC | 4,468 | $415.2K | 0.06% | +351+8.5% | Added |
| CoreFirst Bank & Trust | 4,468 | $415.2K | 0.30% | 00.0% | Unchanged |
| AFS Financial Group, LLC | 4,451 | $413.6K | 0.28% | −359−7.5% | Reduced |
| Heron Financial Group, LLC | 4,450 | $413.5K | 0.23% | +164+3.8% | Added |
| Domani Wealth, LLC | 4,445 | $413.0K | 0.10% | 00.0% | Unchanged |