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 |
|---|---|---|---|---|---|
| Allred Capital Management, LLC | 13,977 | $1.66M | 0.82% | −348−2.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,980 | $1.66M | 0.02% | −230−1.6% | Reduced |
| Caldwell Trust Co | 13,999 | $1.67M | 0.22% | −425−2.9% | Reduced |
| Roberts Wealth Advisors, LLC | 14,005 | $1.67M | 0.73% | −16−0.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,043 | $1.67M | 0.61% | −820−5.5% | Reduced |
| Notis-McConarty Edward | 14,100 | $1.68M | 0.64% | 00.0% | Unchanged |
| Shell Asset Management Co | 14,123 | $1.68M | 0.07% | −10,977−43.7% | Reduced |
| Decatur Capital Management, Inc. | 14,133 | $1.68M | 1.15% | −208−1.5% | Reduced |
| Chicago Partners Investment Group LLC | 14,575 | $1.69M | 0.09% | +3,276+29.0% | Added |
| CX Institutional | 14,165 | $1.69M | 0.09% | −79−0.6% | Reduced |
| TD Private Client Wealth LLC | 14,166 | $1.69M | 0.07% | −514−3.5% | Reduced |
| Icon Wealth Partners, LLC | 14,167 | $1.69M | 0.18% | −25−0.2% | Reduced |
| Roundview Capital LLC | 14,171 | $1.69M | 0.16% | −668−4.5% | Reduced |
| Smith, Moore & Co. | 14,173 | $1.69M | 0.22% | +551+4.0% | Added |
| InterOcean Capital Group, LLC | 14,190 | $1.69M | 0.05% | +2,029+16.7% | Added |
| O'Neil Global Advisors, Inc. | 14,205 | $1.69M | 0.35% | +14,205 | New |
| Boston Financial Mangement LLC | 14,219 | $1.69M | 0.06% | +500+3.6% | Added |
| Cito Capital Group, LLC | 14,325 | $1.71M | 0.78% | 00.0% | Unchanged |
| Terry L. Blaker | 14,334 | $1.71M | 0.14% | −2,325−14.0% | Reduced |
| Abundance Wealth Counselors | 14,361 | $1.71M | 0.88% | −479−3.2% | Reduced |
| Tempus Wealth Planning, LLC | 14,377 | $1.71M | 0.77% | +390+2.8% | Added |
| Sargent Investment Group, LLC | 14,400 | $1.71M | 0.42% | +35+0.2% | Added |
| Tobam | 14,462 | $1.72M | 0.13% | −15,958−52.5% | Reduced |
| Advisory Research Inc | 14,465 | $1.72M | 0.22% | +6,672+85.6% | Added |
| Convergence Investment Partners, LLC | 14,484 | $1.73M | 0.99% | −564−3.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,504 | $1.73M | 0.25% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 14,637 | $1.74M | 0.53% | −284−1.9% | Reduced |
| Roman Butler Fullerton & Co | 14,711 | $1.75M | 0.80% | −152−1.0% | Reduced |
| Princeton Global Asset Management LLC | 14,693 | $1.75M | 0.51% | −1,478−9.1% | Reduced |
| Citizens National Bank Trust Department | 14,730 | $1.75M | 0.46% | +4,225+40.2% | Added |
| E Fund Management Co., Ltd. | 14,753 | $1.76M | 0.14% | −1,832−11.0% | Reduced |
| Westside Investment Management, Inc. | 14,832 | $1.76M | 0.50% | −24−0.2% | Reduced |
| Parkside Financial Bank & Trust | 14,837 | $1.77M | 0.42% | +3,220+27.7% | Added |
| Sowell Financial Services LLC | 14,914 | $1.78M | 0.10% | +4,336+41.0% | Added |
| Park National Corp | 14,917 | $1.78M | 0.08% | −6,676−30.9% | Reduced |
| Bedel Financial Consulting, Inc. | 14,988 | $1.78M | 0.37% | −10.0% | Reduced |
| Leo H. Evart, Inc. | 14,989 | $1.79M | 2.48% | −120−0.8% | Reduced |
| Lowell Blake & Associates Inc. | 15,000 | $1.79M | 0.52% | 00.0% | Unchanged |
| Lynwood Capital Management Inc. | 15,000 | $1.79M | 2.26% | +15,000 | New |
| St. Johns Investment Management Company, LLC | 15,006 | $1.79M | 0.97% | −691−4.4% | Reduced |
| Close Asset Management Ltd | 15,038 | $1.79M | 0.08% | −50.0% | Reduced |
| Ronald Blue Trust, Inc. | 19,292 | $1.79M | 0.03% | −1,780−8.4% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 15,107 | $1.80M | 2.09% | −1,595−9.5% | Reduced |
| Oakworth Capital, Inc. | 15,124 | $1.80M | 0.15% | −1,350−8.2% | Reduced |
| Baystate Wealth Management LLC | 15,132 | $1.80M | 0.15% | −837−5.2% | Reduced |
| Avitas Wealth Management LLC | 15,259 | $1.82M | 0.33% | +3,456+29.3% | Added |
| Sumitomo Life Insurance Co | 15,370 | $1.83M | 0.08% | −8,959−36.8% | Reduced |
| Northern Oak Wealth Management Inc | 15,405 | $1.83M | 0.22% | −4,785−23.7% | Reduced |
| Edgestream Partners, L.P. | 15,528 | $1.85M | 0.17% | +3,331+27.3% | Added |
| Autumn Glory Partners, LLC | 15,546 | $1.85M | 1.36% | +15,546 | New |
| Private Wealth Partners, LLC | 15,569 | $1.85M | 0.17% | 00.0% | Unchanged |
| Wealth Alliance | 15,584 | $1.86M | 0.28% | −1,458−8.6% | Reduced |
| David Loasby | 16,081 | $1.86M | 0.20% | +2,702+20.2% | Added |
| Capital Planning LLC | 15,602 | $1.86M | 0.72% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 0 | $1.86M | 1.18% | −19,140−100.0% | Reduced |
| Gsa Capital Partners LLP | 15,670 | $1.87M | 0.19% | +15,670 | New |
| Meiji Yasuda Life Insurance Co | 15,756 | $1.88M | 0.05% | +6,660+73.2% | Added |
| Fifth Third Wealth Advisors LLC | 15,822 | $1.88M | 1.21% | +13,375+546.6% | Added |
| Cascade Investment Advisors, Inc. | 15,837 | $1.89M | 1.41% | −1,118−6.6% | Reduced |
| Spire Wealth Management | 15,838 | $1.89M | 0.07% | −881−5.3% | Reduced |
| L.M. Kohn & Company | 15,868 | $1.89M | 0.71% | +500+3.3% | Added |
| Linker Capital Management Inc. | 15,875 | $1.89M | 1.99% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 15,875 | $1.89M | 0.21% | +1,127+7.6% | Added |
| Crawford Investment Counsel Inc | 15,885 | $1.89M | 0.04% | +6,059+61.7% | Added |
| Cypress Capital Group | 15,887 | $1.89M | 0.27% | −25−0.2% | Reduced |
| Mill Capital Management, LLC | 15,897 | $1.89M | 0.18% | −1,650−9.4% | Reduced |
| Pflug Koory, LLC | 15,930 | $1.90M | 0.97% | −125−0.8% | Reduced |
| Qtron Investments LLC | 15,950 | $1.90M | 0.36% | +1,100+7.4% | Added |
| Martin Capital Advisors, LLP | 15,966 | $1.90M | 1.74% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 16,000 | $1.91M | 0.85% | −768−4.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 16,000 | $1.91M | 0.59% | +16,000 | New |
| Cable Hill Partners, LLC | 16,015 | $1.91M | 0.25% | −879−5.2% | Reduced |
| AIMZ Investment Advisors, LLC | 16,023 | $1.91M | 0.82% | −600−3.6% | Reduced |
| Wedmont Private Capital | 16,012 | $1.91M | 0.21% | +1,056+7.1% | Added |
| Investment Partners, Ltd. | 16,152 | $1.92M | 1.00% | +80.0% | Added |
| Kiley Juergens Wealth Management, LLC | 16,153 | $1.92M | 0.66% | −405−2.4% | Reduced |
| Auto-Owners Insurance Co | 16,187 | $1.93M | 0.06% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 16,292 | $1.94M | 0.44% | +4,700+40.5% | Added |
| Biltmore Family Office, LLC | 16,321 | $1.94M | 0.41% | −705−4.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 16,386 | $1.95M | 0.08% | −35−0.2% | Reduced |
| Legal Advantage Investments, Inc. | 16,416 | $1.95M | 1.30% | +10.0% | Added |
| Nadler Financial Group, Inc. | 16,417 | $1.96M | 0.29% | +267+1.7% | Added |
| Midwest Professional Planners, LTD. | 16,602 | $1.98M | 0.87% | +1,332+8.7% | Added |
| Monticello Wealth Management, LLC | 16,610 | $1.98M | 0.20% | +428+2.6% | Added |
| GSB Wealth Management, LLC | 16,689 | $1.99M | 0.65% | +69+0.4% | Added |
| Marion Wealth Management | 16,697 | $1.99M | 0.71% | +16,697 | New |
| Viewpoint Capital Management LLC | 16,710 | $1.99M | 1.54% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 16,750 | $1.99M | 0.14% | 00.0% | Unchanged |
| Foster Group, Inc. | 16,753 | $2.00M | 0.12% | +170+1.0% | Added |
| Chesapeake Wealth Management | 16,781 | $2.00M | 0.79% | +880+5.5% | Added |
| Schechter Investment Advisors, LLC | 16,814 | $2.00M | 0.18% | +168+1.0% | Added |
| Heritage Wealth Advisors | 16,886 | $2.01M | 0.11% | −700−4.0% | Reduced |
| Duff & Phelps Investment Management Co | 16,909 | $2.01M | 0.02% | +390+2.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $2.02M | 0.73% | 00.0% | Unchanged |
| Centric Wealth Management | 17,843 | $2.04M | 0.81% | +1,538+9.4% | Added |
| Foundations Investment Advisors, LLC | 17,262 | $2.06M | 0.07% | −10,303−37.4% | Reduced |
| Bank of Nova Scotia Trust Co | 17,340 | $2.07M | 0.22% | +5,609+47.8% | Added |
| Leonteq Securities AG | 17,386 | $2.07M | 0.21% | −28,377−62.0% | Reduced |
| Capital Advisors Inc | 17,427 | $2.08M | 0.05% | +5,291+43.6% | Added |
| Summit Financial, LLC | 17,501 | $2.08M | 0.15% | +954+5.8% | Added |