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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, Q3 2023

Institutional positions in Oracle Corp as of Sep 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
2,536
−5 vs. Q2 2023
Shares held
1.17B
+2.79M (+0.2%) vs. Q2 2023
Total value
$124.0B
−$14.7B (−10.6%) vs. Q2 2023
New holders
156
1,017 more added
Sold out
161
954 more reduced

29 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 2,536 institutions
Q1 2021: 2,045 institutionsQ2 2021: 2,101 institutionsQ3 2021: 2,112 institutionsQ4 2021: 2,303 institutionsQ1 2022: 2,271 institutionsQ2 2022: 2,196 institutionsQ3 2022: 2,108 institutionsQ4 2022: 2,304 institutionsQ1 2023: 2,356 institutionsQ2 2023: 2,570 institutionsQ3 2023: 2,536 institutionsQ4 2023: 2,701 institutionsQ1 2024: 2,820 institutionsQ2 2024: 2,926 institutionsQ3 2024: 3,077 institutionsQ4 2024: 3,356 institutionsQ1 2025: 3,259 institutionsQ2 2025: 3,630 institutionsQ3 2025: 3,832 institutionsQ4 2025: 3,779 institutionsQ1 2026: 3,507 institutionsQ2 2026: 3,536 institutions
Value heldQ3 2023: $124.0B
Q1 2021: $93.5BQ2 2021: $98.1BQ3 2021: $101.6BQ4 2021: $98.6BQ1 2022: $93.0BQ2 2022: $78.5BQ3 2022: $68.7BQ4 2022: $93.7BQ1 2023: $107.5BQ2 2023: $138.9BQ3 2023: $124.0BQ4 2023: $124.2BQ1 2024: $148.6BQ2 2024: $169.3BQ3 2024: $206.6BQ4 2024: $204.5BQ1 2025: $171.9BQ2 2025: $271.4BQ3 2025: $348.7BQ4 2025: $242.8BQ1 2026: $177.8BQ2 2026: $188.7B
Institutions holding ORCL and their total value by quarter
QuarterHoldersValue
Q2 20263,536$188.7B
Q1 20263,507$177.8B
Q4 20253,779$242.8B
Q3 20253,832$348.7B
Q2 20253,630$271.4B
Q1 20253,259$171.9B
Q4 20243,356$204.5B
Q3 20243,077$206.6B
Q2 20242,926$169.3B
Q1 20242,820$148.6B
Q4 20232,701$124.2B
Q3 20232,536$124.0B
Q2 20232,570$138.9B
Q1 20232,356$107.5B
Q4 20222,304$93.7B
Q3 20222,108$68.7B
Q2 20222,196$78.5B
Q1 20222,271$93.0B
Q4 20212,303$98.6B
Q3 20212,112$101.6B
Q2 20212,101$98.1B
Q1 20212,045$93.5B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q2 2023.

Institutions holding ORCL in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tfo-TDC, LLC4$4760.00%+1+33.3%Added
Sofos Investments, Inc.6$5910.00%−113−95.0%Reduced
Antonetti Capital Management LLC6$6360.00%−4−40.0%Reduced
GoalVest Advisory LLC8$8470.00%+8New
WestEnd Advisors, LLC9$9530.00%+9New
Bourgeon Capital Management LLC10$1.06K0.00%00.0%Unchanged
Winch Advisory Services, LLC16$2.00K0.00%00.0%Unchanged
JCIC Asset Management Inc.27$2.86K0.00%00.0%Unchanged
Intrepid Capital Management Inc30$3.18K0.00%−400−93.0%Reduced
Carolina Wealth Advisors, LLC40$4.24K0.00%00.0%Unchanged
LGT Financial Advisors LLC41$4.34K0.01%+41New
Team Financial Group, LLC41$4.39K0.00%+41New
Longfellow Investment Management Co LLC44$4.66K0.00%00.0%Unchanged
PayPay Securities Corp44$4.66K0.23%00.0%Unchanged
PFS Partners, LLC48$5.08K0.00%00.0%Unchanged
Robinswood Financial LLC50$5.30K0.00%00.0%Unchanged
VitalStone Financial, LLC50$6.00K0.01%+50New
Y.D. More Investments Ltd60$6.36K0.00%00.0%Unchanged
Morgan Dempsey Capital Management LLC72$7.63K0.00%00.0%Unchanged
Horizons Wealth Management72$7.63K0.01%00.0%Unchanged
New Millennium Group LLC77$8.15K0.01%00.0%Unchanged
TFC Financial Management83$8.79K0.00%−3−3.5%Reduced
Activest Wealth Management85$9.00K0.01%+85New
Avion Wealth100$10.0K0.00%+36+56.3%Added
Tradewinds Capital Management, LLC96$10.2K0.00%−24−20.0%Reduced
Cedar Mountain Advisors, LLC103$10.9K0.00%+1+1.0%Added
Level Financial Advisors, Inc.104$11.0K0.01%00.0%Unchanged
Briaud Financial Planning, Inc125$13.0K0.01%+125New
DB Wealth Management Group, LLC125$13.2K0.01%00.0%Unchanged
Annapolis Financial Services, LLC140$14.8K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.155$16.4K0.00%00.0%Unchanged
ClariVest Asset Management LLC169$17.0K0.00%+13+8.3%Added
Hibernia Wealth Partners, LLC161$17.1K0.01%+161New
Financial Synergies Wealth Advisors, Inc.166$17.6K0.00%−27−14.0%Reduced
Coston, McIsaac & Partners173$18.0K0.01%00.0%Unchanged
Creative Capital Management Investments LLC170$18.0K0.01%00.0%Unchanged
HighMark Wealth Management LLC172$18.2K0.02%00.0%Unchanged
Guardian Wealth Management, Inc.174$18.4K0.02%+1+0.6%Added
Power Corp of Canada183$19.4K0.00%+183New
Barrett & Company, Inc.195$20.7K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC200$21.2K0.01%00.0%Unchanged
Live Oak Investment Partners–$21.2K0.02%––
Intelligent Financial Strategies200$21.2K0.02%00.0%Unchanged
Pacifica Partners Inc.206$22.3K0.01%−92−30.9%Reduced
Fortis Group Advisors, LLC213$22.6K0.01%+213New
Sturgeon Ventures LLP215$22.8K0.03%00.0%Unchanged
Stone House Investment Management, LLC229$24.3K0.01%+200+689.7%Added
RE Dickinson Investment Advisors, LLC232$25.0K0.02%00.0%Unchanged
Orion Capital Management LLC237$25.1K0.02%+237New
Marquette Asset Management, LLC240$25.4K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC243$25.7K0.01%+182+298.4%Added
Rocky Mountain Advisers, LLC252$26.7K0.01%00.0%Unchanged
Spartan Planning & Wealth Management254$26.9K0.03%+254New
Stephenson National Bank & Trust270$28.6K0.02%00.0%Unchanged
Luken Investment Analytics, LLC272$28.8K0.02%00.0%Unchanged
Jamison Private Wealth Management, Inc.273$28.9K0.01%+273New
Raffa Wealth Management, LLC278$29.4K0.01%00.0%Unchanged
Quintet Private Bank (Europe) S.A.286$30.3K0.00%−334−53.9%Reduced
Ogorek Anthony Joseph298$31.0K0.01%00.0%Unchanged
Clear Investment Research, LLC294$31.1K0.05%00.0%Unchanged
MB, Levis & Associates, LLC300$31.8K0.02%00.0%Unchanged
Highlander Capital Management, LLC312$33.0K0.01%+300+2,500.0%Added
SJS Investment Consulting Inc.321$34.0K0.01%+13+4.2%Added
Rational Advisors LLC290$34.5K0.00%00.0%Unchanged
Chesapeake Asset Management LLC329$34.8K0.03%+34+11.5%Added
Cornerstone Planning Group LLC342$36.2K0.01%+317+1,268.0%Added
Cohen & Steers, Inc.349$37.0K0.00%00.0%Unchanged
Rock Creek Group, LP367$38.9K0.01%−1,485−80.2%Reduced
Cherry Tree Wealth Management, LLC368$39.0K0.01%00.0%Unchanged
First PREMIER Bank370$39.0K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC369$39.0K0.04%00.0%Unchanged
Evolution Advisers, Inc.380$40.0K0.03%00.0%Unchanged
Cape Investment Advisory, Inc.388$41.1K0.02%+62+19.0%Added
First Pacific Financial391$41.4K0.02%00.0%Unchanged
Atlantic Trust, LLC393$41.6K0.01%00.0%Unchanged
Steward Financial Group LLC406$43.0K0.01%+21+5.5%Added
True Wealth Design, LLC421$44.6K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC424$44.9K0.10%+1+0.2%Added
BluePath Capital Management, LLC425$45.0K0.04%+425New
Pathway Financial Advisers, LLC429$45.5K0.02%+429New
Legacy Bridge, LLC430$45.5K0.03%00.0%Unchanged
Tanglewood Legacy Advisors, LLC433$45.9K0.03%00.0%Unchanged
FSC Wealth Advisors, LLC477$50.5K0.05%00.0%Unchanged
Castleview Partners, LLC486$51.5K0.05%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC500$53.0K0.03%00.0%Unchanged
Islay Capital Management, LLC500$53.0K0.05%00.0%Unchanged
DT Investment Partners, LLC526$55.7K0.01%00.0%Unchanged
IMA Wealth, Inc.528$55.9K0.01%+100+23.4%Added
Hillsdale Investment Management Inc.537$56.9K0.01%−103−16.1%Reduced
First Community Trust NA583$61.8K0.07%00.0%Unchanged
Tortoise Investment Management, LLC596$63.1K0.01%−52−8.0%Reduced
Milestone Investment Advisors LLC600$63.6K0.02%+600New
Okabena Investment Services Inc610$64.6K0.05%00.0%Unchanged
Banque Pictet & Cie SA617$65.4K0.00%−35,166−98.3%Reduced
Investment Research & Advisory Group, Inc.623$66.0K0.04%+300+92.9%Added
DecisionPoint Financial, LLC625$66.2K0.03%00.0%Unchanged
Altshuler Shaham Ltd633$67.0K0.00%−249−28.2%Reduced
Pension & Wealth Management Advisors, Inc.650$68.8K0.05%00.0%Unchanged
Delos Wealth Advisors, LLC590$71.0K0.09%00.0%Unchanged
Caldwell Sutter Capital, Inc.672$71.2K0.04%−25−3.6%Reduced