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, 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 | 3,537 | $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, 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 |
|---|---|---|---|---|---|
| Phillips Wealth Planners LLC | 5,318 | $633.4K | 0.83% | −1,634−23.5% | Reduced |
| Verity Asset Management, Inc. | 5,328 | $634.5K | 0.47% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 5,350 | $637.1K | 0.08% | −10.0% | Reduced |
| Empire Financial Management Company, LLC | 5,352 | $637.4K | 0.25% | −1,100−17.0% | Reduced |
| StrategIQ Financial Group, LLC | 5,363 | $638.7K | 0.07% | +173+3.3% | Added |
| Perennial Investment Advisors, LLC | 5,365 | $638.9K | 0.11% | +200+3.9% | Added |
| Inscription Capital, LLC | 5,368 | $639.3K | 0.20% | −297−5.2% | Reduced |
| Change Path, LLC | 5,392 | $642.0K | 0.03% | +317+6.2% | Added |
| Aptus Capital Advisors, LLC | 5,395 | $642.5K | 0.02% | +888+19.7% | Added |
| Founders Financial Alliance, LLC | 5,402 | $643.3K | 0.25% | +564+11.7% | Added |
| Concord Wealth Partners | 5,435 | $647.2K | 0.14% | +1,274+30.6% | Added |
| Fort Point Capital Partners LLC | 5,469 | $651.3K | 0.10% | +69+1.3% | Added |
| Cornercap Investment Counsel Inc | 5,473 | $651.8K | 0.11% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 5,500 | $655.0K | 0.43% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,520 | $657.0K | 0.29% | +1,264+29.7% | Added |
| Gryphon Financial Partners LLC | 5,520 | $657.3K | 0.15% | +1,344+32.2% | Added |
| Wealth Dimensions Group, Ltd. | 5,520 | $657.4K | 0.24% | +798+16.9% | Added |
| Farmers National Bank | 5,530 | $658.6K | 0.22% | −36−0.6% | Reduced |
| Oxbow Advisors, LLC | 5,543 | $660.1K | 0.10% | +3,148+131.4% | Added |
| PFG Advisors | 5,544 | $660.3K | 0.05% | +16+0.3% | Added |
| Mirador Capital Partners LP | 5,556 | $661.7K | 0.16% | +109+2.0% | Added |
| Stewart & Patten Co LLC | 5,562 | $662.4K | 0.11% | 00.0% | Unchanged |
| MBL Wealth, LLC | 5,567 | $663.0K | 0.09% | +2,277+69.2% | Added |
| Delta Asset Management LLC | 5,569 | $663.2K | 0.07% | +1,000+21.9% | Added |
| Brave Asset Management Inc | 5,579 | $664.4K | 0.19% | 00.0% | Unchanged |
| Alesco Advisors LLC | 5,579 | $664.4K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,605 | $667.5K | 0.16% | −563−9.1% | Reduced |
| Sage Mountain Advisors LLC | 5,628 | $670.2K | 0.10% | +491+9.6% | Added |
| Walker Asset Management, LLC | 5,643 | $672.0K | 0.55% | +7+0.1% | Added |
| Exchange Bank | 5,673 | $675.6K | 0.65% | +5,673 | New |
| StoneX Group Inc. | 5,674 | $675.7K | 0.07% | +529+10.3% | Added |
| Allstate Corp | 5,694 | $678.1K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 5,696 | $678.3K | 0.09% | −300−5.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,715 | $680.6K | 0.00% | +417+7.9% | Added |
| Archford Capital Strategies, LLC | 5,777 | $682.1K | 0.13% | −338−5.5% | Reduced |
| SageView Advisory Group, LLC | 5,731 | $682.5K | 0.04% | +1,518+36.0% | Added |
| Davidson Trust Co | 5,755 | $685.4K | 0.50% | 00.0% | Unchanged |
| Claret Asset Management Corp | 5,771 | $687.0K | 0.13% | +644+12.6% | Added |
| LVM Capital Management Ltd | 5,786 | $689.0K | 0.09% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 5,790 | $689.5K | 0.12% | −300−4.9% | Reduced |
| DeDora Capital, Inc. | 5,790 | $689.6K | 0.27% | −848−12.8% | Reduced |
| Arkadios Wealth Advisors | 5,798 | $690.5K | 0.08% | +252+4.5% | Added |
| ORG Partners LLC | 5,913 | $692.3K | 0.11% | +5,913 | New |
| Wealth Effects LLC | 5,815 | $692.5K | 0.31% | 00.0% | Unchanged |
| Charter Trust Co | 5,834 | $694.8K | 0.05% | −60−1.0% | Reduced |
| True North Advisors, LLC | 5,834 | $694.8K | 0.20% | +149+2.6% | Added |
| Wharton Business Group, LLC | 5,833 | $695.0K | 0.05% | −245−4.0% | Reduced |
| Ascent Wealth Partners, LLC | 5,844 | $696.0K | 0.12% | +222+3.9% | Added |
| LCNB Corp | 5,865 | $698.5K | 0.30% | −2,078−26.2% | Reduced |
| Baker Ellis Asset Management LLC | 5,872 | $699.3K | 0.12% | +68+1.2% | Added |
| Sand Hill Global Advisors, LLC | 5,880 | $700.2K | 0.03% | −519−8.1% | Reduced |
| SignalPoint Asset Management, LLC | 5,912 | $704.1K | 0.22% | −135−2.2% | Reduced |
| Becker Capital Management Inc | 5,920 | $705.0K | 0.03% | −235−3.8% | Reduced |
| Ballast Advisors LLC | 5,923 | $705.4K | 0.27% | +1,963+49.6% | Added |
| Ellevest, Inc. | 5,929 | $706.1K | 0.05% | +1,236+26.3% | Added |
| S.A. Mason LLC | 7,607 | $706.9K | 0.51% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,957 | $709.4K | 0.71% | +429+7.8% | Added |
| Sitrin Capital Management LLC | 5,961 | $709.9K | 0.40% | −193−3.1% | Reduced |
| Hanseatic Management Services Inc | 5,962 | $710.0K | 1.31% | +57+1.0% | Added |
| Massmutual Trust Co FSB | 5,963 | $710.1K | 0.03% | +97+1.7% | Added |
| Sippican Capital Advisors | 5,983 | $712.5K | 0.66% | −57−0.9% | Reduced |
| Jump Financial, LLC | 5,987 | $713.0K | 0.03% | +5,987 | New |
| Legacy Capital Group California, Inc. | 5,994 | $713.8K | 0.29% | +1,555+35.0% | Added |
| CNB Bank | 6,017 | $716.6K | 0.42% | −261−4.2% | Reduced |
| M Holdings Securities, Inc. | 6,020 | $717.0K | 0.15% | −6,407−51.6% | Reduced |
| Professional Advisory Services Inc | 6,030 | $718.0K | 0.11% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 6,032 | $718.4K | 0.05% | −698−10.4% | Reduced |
| Drive Wealth Management, LLC | 6,040 | $719.1K | 0.27% | +91+1.5% | Added |
| Bordeaux Wealth Advisors LLC | 6,051 | $720.6K | 0.30% | +683+12.7% | Added |
| Bridge Advisory, LLC | 6,062 | $721.9K | 0.26% | +212+3.6% | Added |
| Everett Harris & Co | 6,069 | $722.8K | 0.01% | +200+3.4% | Added |
| Silver Oak Securities, Inc | 6,076 | $724.0K | 0.12% | +592+10.8% | Added |
| Farther Finance Advisors, LLC | 6,080 | $724.1K | 0.16% | +825+15.7% | Added |
| Goelzer Investment Management, Inc. | 6,085 | $724.6K | 0.06% | −50−0.8% | Reduced |
| Aletheian Wealth Advisors LLC | 6,089 | $725.1K | 0.50% | +6,089 | New |
| Charter Research & Investment Group, Inc. | 6,090 | $725.3K | 0.60% | −70−1.1% | Reduced |
| Novare Capital Management LLC | 6,093 | $725.6K | 0.08% | +1,195+24.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 6,110 | $727.6K | 0.24% | −700−10.3% | Reduced |
| Heritage Investment Group, Inc. | 6,113 | $728.0K | 0.20% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 6,165 | $734.2K | 0.14% | −269−4.2% | Reduced |
| Poplar Forest Capital LLC | 6,188 | $736.9K | 0.10% | 00.0% | Unchanged |
| Insight 2811, Inc. | 6,230 | $742.0K | 0.40% | −75−1.2% | Reduced |
| Symphony Financial, Ltd. Co. | 6,323 | $742.7K | 0.18% | −1,102−14.8% | Reduced |
| Fidelis Capital Partners, LLC | 6,239 | $743.0K | 0.27% | +348+5.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 6,241 | $743.2K | 0.43% | −367−5.6% | Reduced |
| Altrius Capital Management Inc | 6,247 | $744.0K | 0.22% | +6,247 | New |
| Red Door Wealth Management, LLC | 6,249 | $744.2K | 0.17% | +1,353+27.6% | Added |
| Plotkin Financial Advisors, LLC | 6,275 | $747.3K | 0.62% | −200−3.1% | Reduced |
| Avalon Trust Co | 6,276 | $747.4K | 0.07% | 00.0% | Unchanged |
| Landaas & Co | 6,292 | $749.0K | 0.33% | −2,172−25.7% | Reduced |
| Seelaus Asset Management LLC | 6,289 | $749.0K | 0.59% | −802−11.3% | Reduced |
| Northstar Group, Inc. | 6,302 | $750.5K | 0.18% | −30−0.5% | Reduced |
| Fca Corp | 6,340 | $755.0K | 0.28% | −131−2.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,357 | $757.1K | 0.56% | −544−7.9% | Reduced |
| Integrated Investment Consultants, LLC | 6,360 | $757.4K | 0.24% | +2,090+48.9% | Added |
| Peachtree Investment Partners, LLC | 6,363 | $757.8K | 0.35% | +6,363 | New |
| Hoylecohen, LLC | 6,397 | $761.9K | 0.07% | −154−2.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,413 | $763.8K | 0.05% | +20.0% | Added |
| Richwood Investment Advisors, LLC | 6,421 | $764.7K | 0.75% | −143−2.2% | Reduced |
| Planning Center, Inc. | 6,434 | $766.2K | 0.19% | −5,005−43.8% | Reduced |