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 |
|---|---|---|---|---|---|
| YHB Investment Advisors, Inc. | 86,281 | $8.02M | 0.80% | −855−1.0% | Reduced |
| Beacon Pointe Advisors, LLC | 86,280 | $8.02M | 0.14% | +8,094+10.4% | Added |
| Heritage Trust Co | 85,998 | $7.99M | 1.26% | +814+1.0% | Added |
| Ritholtz Wealth Management | 85,869 | $7.98M | 0.40% | +233+0.3% | Added |
| GQG Partners LLC | 85,813 | $7.97M | 0.02% | +18,053+26.6% | Added |
| Culbertson A N & Co Inc | 85,374 | $7.93M | 1.62% | −1,200−1.4% | Reduced |
| Argent Trust Co | 85,043 | $7.90M | 0.50% | +4,278+5.3% | Added |
| Federation des caisses Desjardins du Quebec | 85,042 | $7.90M | 0.09% | +311+0.4% | Added |
| Stock Yards Bank & Trust Co | 84,945 | $7.89M | 0.30% | −1,342−1.6% | Reduced |
| Industrial Alliance Investment Management Inc. | 84,771 | $7.88M | 0.22% | −80−0.1% | Reduced |
| QV Investors Inc. | 84,595 | $7.86M | 0.73% | −4,620−5.2% | Reduced |
| Leuthold Group, LLC | 84,203 | $7.82M | 1.03% | +84,203 | New |
| Stonegate Investment Group, LLC | 83,869 | $7.79M | 0.29% | +74,865+831.5% | Added |
| Exchange Traded Concepts, LLC | 83,524 | $7.76M | 0.21% | +77,622+1,315.2% | Added |
| PFS Investments Inc. | 80,641 | $7.74M | 0.13% | +4,003+5.2% | Added |
| Te Ahumairangi Investment Management Ltd | 82,822 | $7.70M | 1.10% | −4,650−5.3% | Reduced |
| Valeo Financial Advisors, LLC | 82,661 | $7.68M | 0.37% | +1,708+2.1% | Added |
| Neumann Capital Management, LLC | 82,569 | $7.67M | 3.37% | −1,400−1.7% | Reduced |
| Gotham Asset Management, LLC | 82,341 | $7.65M | 0.19% | +11,327+16.0% | Added |
| Fairfield, Bush & Co. | 81,485 | $7.57M | 2.67% | +26,042+47.0% | Added |
| Innovis Asset Management LLC | 80,837 | $7.51M | 3.05% | −1,910−2.3% | Reduced |
| Thompson Investment Management, Inc. | 80,746 | $7.50M | 1.27% | −6,213−7.1% | Reduced |
| Advisory Services Network, LLC | 80,384 | $7.47M | 0.21% | +3,884+5.1% | Added |
| Quadrant Private Wealth Management, LLC | 80,006 | $7.43M | 2.32% | −835−1.0% | Reduced |
| Man Group plc | – | $7.42M | 0.03% | – | – |
| Calamos Wealth Management LLC | 79,613 | $7.40M | 0.58% | −10,328−11.5% | Reduced |
| Coldstream Capital Management Inc | 79,561 | $7.39M | 0.25% | −941−1.2% | Reduced |
| Sandy Spring Bank | 79,511 | $7.39M | 0.42% | −1,542−1.9% | Reduced |
| Guardian Capital Advisors LP | 78,597 | $7.38M | 0.85% | −4,105−5.0% | Reduced |
| Northwest Investment Counselors, LLC | 79,100 | $7.35M | 2.05% | −1,144−1.4% | Reduced |
| Eagle Capital Management LLC | 78,494 | $7.29M | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 78,196 | $7.27M | 0.01% | −379,905−82.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 80,635 | $7.26M | 3.03% | +11,154+16.1% | Added |
| Long Road Investment Counsel, LLC | 77,840 | $7.23M | 3.48% | −1,425−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 77,603 | $7.21M | 0.19% | −4,277−5.2% | Reduced |
| Sycomore Asset Management | 79,438 | $7.16M | 2.05% | +33,838+74.2% | Added |
| First Personal Financial Services | 76,751 | $7.13M | 1.85% | −1,621−2.1% | Reduced |
| Winton Group Ltd | 76,726 | $7.13M | 0.43% | +17,268+29.0% | Added |
| Lido Advisors, LLC | 76,595 | $7.12M | 0.10% | −47,784−38.4% | Reduced |
| Siemens Fonds Invest GmbH | 76,297 | $7.09M | 0.74% | −175−0.2% | Reduced |
| Easterly Investment Partners LLC | 75,684 | $7.03M | 0.62% | −3,978−5.0% | Reduced |
| Hourglass Capital, LLC | 75,370 | $7.00M | 2.53% | −3,489−4.4% | Reduced |
| Canandaigua National Bank & Trust Co | 75,200 | $6.99M | 1.18% | +75,200 | New |
| Two Point Capital Management, Inc. | 75,124 | $6.98M | 4.11% | +50.0% | Added |
| Whittier Trust Co of Nevada Inc | 75,100 | $6.98M | 0.26% | +407+0.5% | Added |
| Dana Investment Advisors, Inc. | 74,611 | $6.93M | 0.35% | +69,300+1,304.8% | Added |
| Veritable, L.P. | 74,560 | $6.93M | 0.12% | −4,295−5.4% | Reduced |
| Evercore Wealth Management, LLC | 74,340 | $6.91M | 0.14% | −5,824−7.3% | Reduced |
| Greenleaf Trust | 73,530 | $6.83M | 0.08% | +3,058+4.3% | Added |
| Northwestern Mutual Wealth Management Co | 73,071 | $6.79M | 0.01% | +17,295+31.0% | Added |
| Cohen Klingenstein LLC | 72,700 | $6.76M | 0.32% | 00.0% | Unchanged |
| DCM Advisors, LLC | 72,120 | $6.70M | 3.12% | −330−0.5% | Reduced |
| Sawyer & Company, Inc | 71,325 | $6.69M | 3.60% | −3,442−4.6% | Reduced |
| Wellington Management Group LLP | 71,678 | $6.66M | 0.00% | −2,324−3.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 71,662 | $6.66M | 0.72% | +63,660+795.6% | Added |
| Prudential PLC | 71,632 | $6.66M | 0.08% | +16,780+30.6% | Added |
| Hantz Financial Services, Inc. | 71,425 | $6.64M | 0.18% | +2,140+3.1% | Added |
| New Mexico Educational Retirement Board | 71,090 | $6.61M | 0.33% | −2,300−3.1% | Reduced |
| Texas Yale Capital Corp. | 70,840 | $6.58M | 0.33% | −340−0.5% | Reduced |
| Capital Investment Advisors, LLC | 70,611 | $6.56M | 0.19% | −1,954−2.7% | Reduced |
| Cresset Asset Management, LLC | 70,177 | $6.52M | 0.13% | +3,940+5.9% | Added |
| Lighthouse Investment Partners, LLC | 70,033 | $6.51M | 0.57% | +70,033 | New |
| Metavasi Capital LP | 70,000 | $6.50M | 4.85% | +70,000 | New |
| Ariel Investments, LLC | 69,850 | $6.49M | 0.06% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 69,544 | $6.46M | 2.14% | +320+0.5% | Added |
| Stolper Co | 69,391 | $6.45M | 2.76% | +102+0.1% | Added |
| Grant/GrossMendelsohn, LLC | 69,376 | $6.45M | 3.68% | −374−0.5% | Reduced |
| Gifford Fong Associates | 69,000 | $6.41M | 1.69% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 68,740 | $6.39M | 0.33% | −18,019−20.8% | Reduced |
| Meeder Asset Management Inc | 68,648 | $6.38M | 0.51% | +4,115+6.4% | Added |
| Banque Cantonale Vaudoise | 68,433 | $6.36M | 0.31% | +5,065+8.0% | Added |
| Parcion Private Wealth LLC | 68,391 | $6.35M | 0.66% | +6,207+10.0% | Added |
| First National Trust Co | 68,348 | $6.35M | 0.34% | −295−0.4% | Reduced |
| Vident Investment Advisory, LLC | 68,328 | $6.35M | 0.21% | +19,244+39.2% | Added |
| Arrow Financial Corp | 67,793 | $6.30M | 0.82% | −475−0.7% | Reduced |
| Webster Bank, N. A. | 67,523 | $6.27M | 0.82% | −3,591−5.0% | Reduced |
| Principle Wealth Partners LLC | 67,454 | $6.27M | 0.67% | +1,780+2.7% | Added |
| Evoke Wealth, LLC | 67,173 | $6.24M | 0.23% | −1,043−1.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 67,087 | $6.23M | 0.96% | +595+0.9% | Added |
| Clearstead Advisors, LLC | 66,670 | $6.19M | 0.45% | +8,839+15.3% | Added |
| Parus Finance (UK) Ltd | 66,245 | $6.16M | 3.68% | +16,229+32.4% | Added |
| Wetherby Asset Management Inc | 65,846 | $6.12M | 0.36% | +887+1.4% | Added |
| Smith Shellnut Wilson LLC | 65,825 | $6.12M | 3.72% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 65,614 | $6.10M | 0.67% | +65,614 | New |
| Bard Financial Services, Inc. | 65,580 | $6.09M | 0.49% | −1,000−1.5% | Reduced |
| Smithfield Trust Co | 65,594 | $6.09M | 0.39% | −192−0.3% | Reduced |
| Edge Capital Group, LLC | 65,433 | $6.08M | 0.37% | +48,356+283.2% | Added |
| Stokes Family Office, LLC | 65,268 | $6.06M | 0.76% | −2,466−3.6% | Reduced |
| Mutual Advisors, LLC | 65,022 | $6.04M | 0.25% | −7,035−9.8% | Reduced |
| Schnieders Capital Management LLC | 64,632 | $6.01M | 1.35% | −50−0.1% | Reduced |
| Abbrea Capital, LLC | 64,597 | $6.00M | 1.02% | +280+0.4% | Added |
| Griffin Asset Management, Inc. | 64,221 | $5.97M | 0.83% | −7,384−10.3% | Reduced |
| Spring Capital Management, LLC | 64,182 | $5.96M | 4.80% | −89−0.1% | Reduced |
| CAPROCK Group, Inc. | 64,050 | $5.95M | 0.46% | −6,902−9.7% | Reduced |
| Ingalls & Snyder LLC | 63,858 | $5.93M | 0.31% | −1,823−2.8% | Reduced |
| Integrated Advisors Network LLC | 63,649 | $5.91M | 0.36% | −623−1.0% | Reduced |
| Lountzis Asset Management, LLC | 63,372 | $5.89M | 3.49% | 00.0% | Unchanged |
| Investment House LLC | 63,254 | $5.88M | 0.48% | −873−1.4% | Reduced |
| Capital Investment Counsel, Inc | 62,934 | $5.85M | 1.33% | −8,364−11.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 62,778 | $5.83M | 0.40% | +4,960+8.6% | Added |