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; 3,536 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, Q2 2023
Institutional positions in Oracle Corp as of Jun 30, 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
- 2,570
- +233 vs. Q1 2023
- Shares held
- 1.17B
- −25.3M (−2.1%) vs. Q1 2023
- Total value
- $138.9B
- +$31.4B (+29.2%) vs. Q1 2023
- New holders
- 308
- 866 more added
- Sold out
- 75
- 1,035 more reduced
19 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 3,536 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 3 | $357 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5 | $595 | 0.00% | −2,874−99.8% | Reduced |
| Highlander Capital Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 10 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 10 | $1.19K | 0.00% | +10 | New |
| Clearview Wealth Advisors LLC | 10 | $1.19K | 0.00% | +10 | New |
| Winch Advisory Services, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 25 | $2.98K | 0.00% | +25 | New |
| JCIC Asset Management Inc. | 27 | $3.21K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 29 | $3.44K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 30 | $3.57K | 0.00% | −253−89.4% | Reduced |
| Sofos Investments, Inc. | 119 | $4.53K | 0.02% | +26+28.0% | Added |
| Carolina Wealth Advisors, LLC | 40 | $4.76K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 44 | $5.24K | 0.32% | −13−22.8% | Reduced |
| Longfellow Investment Management Co LLC | 44 | $5.24K | 0.00% | −11−20.0% | Reduced |
| PFS Partners, LLC | 48 | $5.72K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 50 | $5.95K | 0.00% | +50 | New |
| Strategic Investment Solutions, Inc. | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 64 | $7.00K | 0.00% | +49+326.7% | Added |
| Y.D. More Investments Ltd | 60 | $7.14K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 61 | $7.26K | 0.00% | −366−85.7% | Reduced |
| Morgan Dempsey Capital Management LLC | 72 | $8.57K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 72 | $8.57K | 0.01% | +30+71.4% | Added |
| New Millennium Group LLC | 77 | $9.15K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 79 | $9.41K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 83 | $9.88K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 86 | $10.2K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 86 | $10.2K | 0.00% | +11+14.7% | Added |
| Cedar Mountain Advisors, LLC | 102 | $12.2K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 104 | $12.4K | 0.01% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 117 | $13.7K | 0.00% | −21−15.2% | Reduced |
| Tradewinds Capital Management, LLC | 120 | $14.3K | 0.00% | +24+25.0% | Added |
| DB Wealth Management Group, LLC | 125 | $14.9K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 129 | $15.4K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 140 | $16.7K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 155 | $18.5K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 156 | $19.0K | 0.00% | +121+345.7% | Added |
| NVWM, LLC | 166 | $19.8K | 0.01% | +2+1.2% | Added |
| Coston, McIsaac & Partners | 173 | $20.0K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 170 | $20.2K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 172 | $20.4K | 0.02% | +1+0.6% | Added |
| Guardian Wealth Management, Inc. | 173 | $20.6K | 0.02% | +1+0.6% | Added |
| Legend Financial Advisors, Inc. | 186 | $22.2K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 193 | $23.0K | 0.00% | −105−35.2% | Reduced |
| Barrett & Company, Inc. | 195 | $23.2K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 252 | $23.4K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 200 | $23.8K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $23.8K | 0.02% | – | – |
| Intelligent Financial Strategies | 200 | $23.8K | 0.02% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 215 | $24.6K | 0.03% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 209 | $24.9K | 0.02% | +20+10.6% | Added |
| RE Dickinson Investment Advisors, LLC | 232 | $28.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 237 | $28.2K | 0.01% | −1,352−85.1% | Reduced |
| JJJ Advisors Inc. | 240 | $28.6K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 240 | $28.6K | 0.01% | +196+445.5% | Added |
| Stephenson National Bank & Trust | 270 | $32.2K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 272 | $32.4K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 278 | $33.1K | 0.01% | +16+6.1% | Added |
| TD Ameritrade Investment Management, LLC | 286 | $34.0K | 0.00% | +9+3.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 289 | $34.4K | 0.01% | −129−30.9% | Reduced |
| Rational Advisors LLC | 290 | $34.5K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 298 | $34.6K | 0.02% | −88−22.8% | Reduced |
| Ogorek Anthony Joseph | 298 | $35.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 294 | $35.0K | 0.06% | −6−2.0% | Reduced |
| Chesapeake Asset Management LLC | 295 | $35.1K | 0.03% | −35−10.6% | Reduced |
| MB, Levis & Associates, LLC | 300 | $35.7K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 308 | $36.7K | 0.01% | +100+48.1% | Added |
| Investment Research & Advisory Group, Inc. | 323 | $38.5K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 326 | $38.8K | 0.02% | +148+83.1% | Added |
| Safeguard Financial, LLC | 340 | $40.0K | 0.02% | +340 | New |
| Cohen & Steers, Inc. | 349 | $42.0K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 353 | $42.0K | 0.01% | −12−3.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 368 | $43.8K | 0.01% | +368 | New |
| First PREMIER Bank | 370 | $44.0K | 0.01% | −1,067−74.3% | Reduced |
| Ulland Investment Advisors, LLC | 369 | $44.0K | 0.05% | −35−8.7% | Reduced |
| Steward Financial Group LLC | 385 | $45.0K | 0.01% | −35−8.3% | Reduced |
| Evolution Advisers, Inc. | 380 | $45.0K | 0.03% | 00.0% | Unchanged |
| First Pacific Financial | 391 | $46.6K | 0.02% | +391 | New |
| Atlantic Trust, LLC | 393 | $46.8K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 394 | $46.9K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 403 | $47.0K | 0.06% | +253+168.7% | Added |
| Tilia Fiduciary Partners, Inc. | 410 | $48.8K | 0.04% | +4+1.0% | Added |
| True Wealth Design, LLC | 421 | $50.1K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 423 | $50.3K | 0.04% | +2+0.5% | Added |
| IMA Wealth, Inc. | 428 | $51.0K | 0.01% | +100+30.5% | Added |
| Legacy Bridge, LLC | 430 | $51.2K | 0.03% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 430 | $51.2K | 0.04% | +430 | New |
| Tanglewood Legacy Advisors, LLC | 433 | $51.6K | 0.03% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 477 | $56.8K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 486 | $57.9K | 0.05% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 487 | $58.0K | 0.01% | +487 | New |
| Horan Securities, Inc. | 500 | $59.5K | 0.03% | −407−44.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $59.5K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 500 | $59.5K | 0.05% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 500 | $59.5K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 500 | $59.5K | 0.04% | +500 | New |
| DT Investment Partners, LLC | 526 | $62.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 540 | $64.0K | 0.01% | +433+404.7% | Added |
| GW&K Investment Management, LLC | 544 | $65.0K | 0.00% | +541+18,033.3% | Added |