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, 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Professional Advisory Services Inc | 5,930 | $628.0K | 0.10% | −100−1.7% | Reduced |
| Sitrin Capital Management LLC | 5,961 | $631.4K | 0.39% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 5,971 | $632.4K | 0.17% | +5,971 | New |
| Driehaus Capital Management LLC | 5,976 | $633.0K | 0.01% | +2,130+55.4% | Added |
| KG&L Capital Management,LLC | 5,982 | $633.6K | 0.31% | +2,937+96.5% | Added |
| Goelzer Investment Management, Inc. | 5,992 | $634.7K | 0.04% | −93−1.5% | Reduced |
| Hanseatic Management Services Inc | 5,999 | $635.4K | 1.18% | +37+0.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 6,000 | $635.5K | 0.11% | −29,522−83.1% | Reduced |
| Wealth Effects LLC | 6,005 | $636.0K | 0.31% | +190+3.3% | Added |
| CWA Asset Management Group, LLC | 6,013 | $636.9K | 0.05% | +912+17.9% | Added |
| Landaas & Co | 6,029 | $639.0K | 0.28% | −263−4.2% | Reduced |
| Traphagen Investment Advisors LLC | 6,042 | $639.9K | 0.08% | −1,606−21.0% | Reduced |
| Everett Harris & Co | 6,069 | $642.8K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,081 | $644.1K | 0.12% | −3,284−35.1% | Reduced |
| Aletheian Wealth Advisors LLC | 6,089 | $644.9K | 0.49% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 6,100 | $646.1K | 0.05% | +68+1.1% | Added |
| Heritage Investment Group, Inc. | 6,113 | $647.0K | 0.18% | 00.0% | Unchanged |
| MCF Advisors LLC | 6,111 | $647.3K | 0.06% | −374−5.8% | Reduced |
| Compagnie Lombard Odier SCmA | 6,111 | $647.3K | 0.01% | −2,653−30.3% | Reduced |
| Arkadios Wealth Advisors | 6,117 | $647.9K | 0.06% | +319+5.5% | Added |
| Ellevest, Inc. | 6,118 | $648.0K | 0.05% | +189+3.2% | Added |
| HF Advisory Group, LLC | 5,958 | $651.4K | 0.48% | +1,224+25.9% | Added |
| Symphony Financial, Ltd. Co. | 6,125 | $652.1K | 0.16% | −198−3.1% | Reduced |
| RAM Investment Partners, LLC | 6,162 | $652.7K | 0.28% | +1,712+38.5% | Added |
| Western Wealth Management, LLC | 6,163 | $652.8K | 0.06% | +2,745+80.3% | Added |
| Poplar Forest Capital LLC | 6,188 | $655.4K | 0.08% | 00.0% | Unchanged |
| Insight 2811, Inc. | 6,208 | $657.6K | 0.37% | −22−0.4% | Reduced |
| BIP Wealth, LLC | 6,246 | $661.6K | 0.06% | +2,894+86.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 6,255 | $662.6K | 0.40% | +14+0.2% | Added |
| Plotkin Financial Advisors, LLC | 6,275 | $664.6K | 0.59% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 6,296 | $666.9K | 0.20% | +1,104+21.3% | Added |
| Northstar Group, Inc. | 6,302 | $667.5K | 0.16% | 00.0% | Unchanged |
| Consolidated Planning Corp | 6,322 | $669.6K | 0.15% | +1,605+34.0% | Added |
| Fca Corp | 6,340 | $671.5K | 0.25% | 00.0% | Unchanged |
| RB Capital Management, LLC | 6,372 | $674.9K | 0.22% | −321−4.8% | Reduced |
| Renaissance Group LLC | 6,376 | $675.3K | 0.03% | −1,184−15.7% | Reduced |
| Legacy Capital Group California, Inc. | 6,396 | $677.5K | 0.29% | +402+6.7% | Added |
| Aviance Capital Partners, LLC | 6,402 | $678.1K | 0.15% | −387−5.7% | Reduced |
| Drive Wealth Management, LLC | 6,405 | $678.4K | 0.25% | +365+6.0% | Added |
| SlateStone Wealth, LLC | 6,417 | $680.0K | 0.10% | +1,306+25.6% | Added |
| Richwood Investment Advisors, LLC | 6,421 | $680.1K | 0.69% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 6,428 | $680.8K | 0.13% | −77−1.2% | Reduced |
| Hilltop Holdings Inc. | 6,430 | $681.0K | 0.08% | −1,780−21.7% | Reduced |
| Ascent Wealth Partners, LLC | 6,446 | $682.8K | 0.13% | +602+10.3% | Added |
| Fortitude Advisory Group L.L.C. | 6,461 | $684.4K | 0.46% | +104+1.6% | Added |
| Stockman Wealth Management, Inc. | 6,474 | $685.7K | 0.15% | −2,056−24.1% | Reduced |
| United Community Bank | 6,485 | $686.9K | 0.34% | +6,406+8,108.9% | Added |
| Clarkston Capital Partners, LLC | 6,501 | $688.6K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 6,509 | $689.5K | 0.09% | +9+0.1% | Added |
| Warren Averett Asset Management, LLC | 6,510 | $689.6K | 0.03% | +34+0.5% | Added |
| Hoylecohen, LLC | 6,520 | $690.6K | 0.06% | +123+1.9% | Added |
| Key Financial Inc | 6,520 | $690.6K | 0.23% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 6,529 | $691.6K | 0.21% | +282+4.5% | Added |
| Radnor Capital Management, LLC | 6,573 | $696.0K | 0.14% | 00.0% | Unchanged |
| McLean Asset Management Corp | 6,348 | $696.4K | 0.29% | −218−3.3% | Reduced |
| Pointe Capital Management LLC | 6,577 | $696.6K | 0.55% | +22+0.3% | Added |
| Centerpoint Advisors, LLC | 6,584 | $697.0K | 0.30% | 00.0% | Unchanged |
| Rbo & Co LLC | 6,600 | $699.1K | 0.13% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 6,643 | $703.6K | 0.16% | −46−0.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 6,695 | $709.1K | 0.23% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 6,700 | $710.0K | 0.09% | 00.0% | Unchanged |
| Plancorp, LLC | 6,709 | $710.6K | 0.04% | +1,439+27.3% | Added |
| Willow Creek Wealth Management Inc. | 6,712 | $710.9K | 0.11% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 6,718 | $711.6K | 0.32% | 00.0% | Unchanged |
| Rockland Trust Co | 6,751 | $715.1K | 0.04% | −93−1.4% | Reduced |
| Thrive Wealth Management, LLC | 6,766 | $716.6K | 0.19% | −24−0.4% | Reduced |
| Sabal Trust CO | 6,773 | $717.4K | 0.05% | −37−0.5% | Reduced |
| Massmutual Trust Co FSB | 6,773 | $717.4K | 0.03% | +810+13.6% | Added |
| Norwood Financial Corp | 6,775 | $717.6K | 1.16% | −680−9.1% | Reduced |
| Blueshift Asset Management, LLC | 6,827 | $723.1K | 0.43% | +4,067+147.4% | Added |
| Armbruster Capital Management, Inc. | 6,831 | $723.5K | 0.18% | 00.0% | Unchanged |
| Lee Financial Co | 6,831 | $723.5K | 0.13% | +34+0.5% | Added |
| First National Bank & Trust Co of Newtown | 6,840 | $724.5K | 0.17% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 6,844 | $724.9K | 0.08% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 6,698 | $725.8K | 0.39% | +8+0.1% | Added |
| Prescott Group Capital Management, L.L.C. | 6,862 | $727.0K | 0.16% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 6,880 | $728.7K | 0.07% | +125+1.9% | Added |
| CFS Investment Advisory Services, LLC | 6,894 | $730.0K | 0.12% | +112+1.7% | Added |
| Prairiewood Capital, LLC | 6,895 | $730.3K | 0.47% | 00.0% | Unchanged |
| Laraway Financial Inc | 6,909 | $731.8K | 0.76% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 6,929 | $733.9K | 0.31% | 00.0% | Unchanged |
| Garde Capital, Inc. | 6,937 | $735.0K | 0.06% | +40+0.6% | Added |
| Guardian Wealth Advisors, LLC | 6,945 | $735.6K | 0.13% | +3,400+95.9% | Added |
| Donaldson Capital Management, LLC | 6,972 | $738.5K | 0.03% | −149−2.1% | Reduced |
| Avestar Capital, LLC | 6,975 | $738.8K | 0.11% | +343+5.2% | Added |
| Landmark Wealth Management, LLC | 6,975 | $739.0K | 0.42% | −6−0.1% | Reduced |
| Summit Global Investments | 6,983 | $740.0K | 0.05% | −604−8.0% | Reduced |
| Forte Capital LLC | 6,993 | $740.7K | 0.11% | +30.0% | Added |
| TBH Global Asset Management, LLC | 7,012 | $742.7K | 0.14% | +1,060+17.8% | Added |
| Berger Financial Group, Inc | 7,014 | $742.9K | 0.09% | +495+7.6% | Added |
| CNB Bank | 7,048 | $746.5K | 0.44% | +1,031+17.1% | Added |
| Everhart Financial Group, Inc. | 7,067 | $748.5K | 0.32% | +472+7.2% | Added |
| Schrum Private Wealth Management LLC | 7,082 | $750.3K | 0.86% | +20.0% | Added |
| Intellectus Partners, LLC | 7,084 | $750.4K | 0.24% | +368+5.5% | Added |
| Occudo Quantitative Strategies LP | 7,111 | $753.2K | 0.10% | +7,111 | New |
| Magnus Financial Group LLC | 7,111 | $753.2K | 0.11% | −58−0.8% | Reduced |
| Dover Advisors, LLC | 7,119 | $754.0K | 0.76% | −20−0.3% | Reduced |
| Schwerin Boyle Capital Management Inc | 7,124 | $754.6K | 0.09% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 7,134 | $755.6K | 0.01% | +7,134 | New |
| Carnegie Capital Asset Management, LLC | 7,146 | $756.9K | 0.03% | +100+1.4% | Added |