Oracle Corp
ORCL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001341439
In the last 90 days, Oracle Corp insiders filed 1 open-market purchase 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 |
|---|---|---|---|---|---|
| ERn Financial, LLC | 12,424 | $1.32M | 0.29% | +559+4.7% | Added |
| Miracle Mile Advisors, LLC | 12,439 | $1.32M | 0.04% | −101−0.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 12,454 | $1.32M | 0.45% | +115+0.9% | Added |
| Joel Isaacson & Co., LLC | 12,464 | $1.32M | 0.09% | −240−1.9% | Reduced |
| Emfo, LLC | 12,544 | $1.33M | 1.25% | +8,100+182.3% | Added |
| Kathmere Capital Management, LLC | 12,607 | $1.34M | 0.20% | +747+6.3% | Added |
| Ami Investment Management Inc | 12,661 | $1.34M | 0.60% | −861−6.4% | Reduced |
| Arete Wealth Advisors, LLC | 12,670 | $1.34M | 0.23% | +1,028+8.8% | Added |
| First National Bank Sioux Falls | 12,808 | $1.36M | 0.81% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 12,813 | $1.36M | 0.13% | +7,747+152.9% | Added |
| PBMares Wealth Management LLC | 12,814 | $1.36M | 0.49% | −300−2.3% | Reduced |
| Aptus Capital Advisors, LLC | 12,819 | $1.36M | 0.04% | +7,424+137.6% | Added |
| Ervin Investment Management, LLC | 12,825 | $1.36M | 1.14% | −675−5.0% | Reduced |
| Exchange Traded Concepts, LLC | 12,840 | $1.36M | 0.04% | −54,799−81.0% | Reduced |
| NorthRock Partners, LLC | 12,860 | $1.36M | 0.14% | +3,119+32.0% | Added |
| One Wealth Advisors, LLC | 12,865 | $1.36M | 0.30% | −470−3.5% | Reduced |
| Leeward Financial Partners, LLC | 12,913 | $1.37M | 0.76% | +12,913 | New |
| Parisi Gray Wealth Management | 12,936 | $1.37M | 0.62% | +87+0.7% | Added |
| Heartland Advisors Inc | 13,000 | $1.38M | 0.08% | −228−1.7% | Reduced |
| TD Private Client Wealth LLC | 13,019 | $1.38M | 0.06% | −1,147−8.1% | Reduced |
| Dynamic Advisor Solutions LLC | 13,035 | $1.38M | 0.07% | +3,246+33.2% | Added |
| Cobblestone Capital Advisors LLC | 13,046 | $1.38M | 0.10% | −17−0.1% | Reduced |
| First Interstate Bank | 13,074 | $1.38M | 0.12% | +8+0.1% | Added |
| Auxier Asset Management | 13,098 | $1.39M | 0.24% | +29+0.2% | Added |
| Oak Harvest Investment Services | 13,144 | $1.39M | 0.29% | +3,482+36.0% | Added |
| PDS Planning, Inc | 13,147 | $1.39M | 0.18% | +118+0.9% | Added |
| Timber Creek Capital Management LLC | 13,148 | $1.39M | 0.50% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 13,153 | $1.39M | 0.04% | −1,037−7.3% | Reduced |
| GFG Capital, LLC | 13,171 | $1.40M | 0.45% | +13,171 | New |
| Northstar Advisory Group, LLC | 13,174 | $1.40M | 1.02% | +728+5.8% | Added |
| Equitable Trust Co | 13,253 | $1.40M | 0.12% | +254+2.0% | Added |
| United Asset Strategies, Inc. | 13,293 | $1.41M | 0.18% | +10+0.1% | Added |
| Tobam | 13,297 | $1.41M | 0.11% | −1,165−8.1% | Reduced |
| Bridge Creek Capital Management LLC | 13,325 | $1.41M | 0.54% | −225−1.7% | Reduced |
| Accredited Investors Inc. | 13,336 | $1.41M | 0.11% | +449+3.5% | Added |
| Kenfarb & Co. | 13,528 | $1.43M | 1.31% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 13,620 | $1.44M | 1.32% | −371−2.7% | Reduced |
| Spinnaker Trust | 13,676 | $1.45M | 0.11% | −277−2.0% | Reduced |
| Smith, Moore & Co. | 13,678 | $1.45M | 0.19% | −495−3.5% | Reduced |
| Notis-McConarty Edward | 13,700 | $1.45M | 0.59% | −400−2.8% | Reduced |
| Harbour Investments, Inc. | 13,725 | $1.45M | 0.07% | +3,078+28.9% | Added |
| Boston Financial Mangement LLC | 13,730 | $1.45M | 0.05% | −489−3.4% | Reduced |
| Salem Investment Counselors Inc | 13,797 | $1.46M | 0.06% | +277+2.0% | Added |
| Carmel Capital Partners, LLC | 13,809 | $1.46M | 0.66% | +259+1.9% | Added |
| Prestige Wealth Management Group LLC | 13,814 | $1.46M | 0.36% | +2,206+19.0% | Added |
| Equitable Holdings, Inc. | 13,821 | $1.46M | 0.02% | +2,805+25.5% | Added |
| Citizens & Northern Corp | 13,849 | $1.47M | 0.59% | +99+0.7% | Added |
| Roundview Capital LLC | 13,892 | $1.47M | 0.15% | −279−2.0% | Reduced |
| First Foundation Advisors | 13,916 | $1.47M | 0.07% | +2,937+26.8% | Added |
| Terry L. Blaker | 13,932 | $1.48M | 0.13% | −402−2.8% | Reduced |
| Allred Capital Management, LLC | 13,970 | $1.48M | 0.74% | −7−0.1% | Reduced |
| Caldwell Trust Co | 13,999 | $1.48M | 0.20% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13,896 | $1.48M | 0.77% | +3,496+33.6% | Added |
| Walter & Keenan Financial Consulting Co | 14,033 | $1.49M | 0.58% | −10−0.1% | Reduced |
| Shell Asset Management Co | 14,069 | $1.49M | 0.06% | −54−0.4% | Reduced |
| CX Institutional | 14,128 | $1.50M | 0.08% | −37−0.3% | Reduced |
| Decatur Capital Management, Inc. | 14,133 | $1.50M | 1.08% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 14,228 | $1.51M | 0.17% | −54,262−79.2% | Reduced |
| Avantax Planning Partners, Inc. | 14,230 | $1.51M | 0.06% | +693+5.1% | Added |
| World Equity Group, Inc. | 14,246 | $1.51M | 0.31% | +1,180+9.0% | Added |
| E Fund Management Co., Ltd. | 14,293 | $1.51M | 0.12% | −460−3.1% | Reduced |
| Symmetry Partners, LLC | 14,294 | $1.51M | 0.08% | +3,384+31.0% | Added |
| FDx Advisors, Inc. | 14,315 | $1.52M | 0.13% | −22,460−61.1% | Reduced |
| Advisory Research Inc | 14,330 | $1.52M | 0.21% | −135−0.9% | Reduced |
| Gyroscope Capital Management Group, LLC | 14,390 | $1.52M | 0.35% | +3,958+37.9% | Added |
| Peoples Financial Services Corp. | 14,443 | $1.53M | 0.72% | −1,557−9.7% | Reduced |
| Bedel Financial Consulting, Inc. | 14,478 | $1.53M | 0.31% | −510−3.4% | Reduced |
| Bedel Financial Consulting Inc | 14,478 | $1.53M | 0.31% | +14,478 | New |
| Abundance Wealth Counselors | 14,482 | $1.53M | 0.44% | +121+0.8% | Added |
| Ifrah Financial Services, Inc. | 14,488 | $1.53M | 0.48% | −149−1.0% | Reduced |
| Forum Financial Management, LP | 14,493 | $1.54M | 0.03% | +968+7.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,504 | $1.54M | 0.23% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 14,149 | $1.54M | 0.68% | +144+1.0% | Added |
| Cypress Capital Group | 14,592 | $1.55M | 0.22% | −1,295−8.2% | Reduced |
| Ontario Teachers Pension Plan Board | 14,663 | $1.55M | 0.02% | +4,106+38.9% | Added |
| Leo H. Evart, Inc. | 14,724 | $1.56M | 2.39% | −265−1.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 14,750 | $1.56M | 0.04% | +3,357+29.5% | Added |
| Park National Corp | 14,773 | $1.56M | 0.07% | −144−1.0% | Reduced |
| Circle Wealth Management, LLC | 14,783 | $1.57M | 0.04% | +2,197+17.5% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 14,784 | $1.57M | 2.03% | −323−2.1% | Reduced |
| Westside Investment Management, Inc. | 14,788 | $1.57M | 0.45% | −44−0.3% | Reduced |
| St. Johns Investment Management Company, LLC | 14,845 | $1.57M | 0.90% | −161−1.1% | Reduced |
| Cito Capital Group, LLC | 14,930 | $1.58M | 0.77% | +605+4.2% | Added |
| Close Asset Management Ltd | 14,957 | $1.58M | 0.08% | −81−0.5% | Reduced |
| Lowell Blake & Associates Inc. | 15,000 | $1.59M | 0.45% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 14,718 | $1.59M | 0.75% | +70.0% | Added |
| Oakworth Capital, Inc. | 15,048 | $1.59M | 0.14% | −76−0.5% | Reduced |
| Parkside Financial Bank & Trust | 15,081 | $1.60M | 0.37% | +244+1.6% | Added |
| Sumitomo Life Insurance Co | 15,164 | $1.61M | 0.05% | −206−1.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 15,190 | $1.61M | 0.07% | −1,196−7.3% | Reduced |
| BCJ Capital Management, LLC | 15,307 | $1.62M | 0.15% | +13,558+775.2% | Added |
| Bank of Nova Scotia Trust Co | 15,317 | $1.62M | 0.19% | −2,023−11.7% | Reduced |
| Northern Oak Wealth Management Inc | 15,355 | $1.63M | 0.20% | −50−0.3% | Reduced |
| Claro Advisors LLC | 15,487 | $1.64M | 0.41% | +1,714+12.4% | Added |
| Prospera Financial Services Inc | 15,495 | $1.64M | 0.06% | +3,419+28.3% | Added |
| Legacy Financial Advisors, Inc. | 15,524 | $1.64M | 0.33% | +1,812+13.2% | Added |
| Legal Advantage Investments, Inc. | 15,562 | $1.65M | 1.18% | −854−5.2% | Reduced |
| Independent Financial Group, LLC | 15,600 | $1.65M | 0.11% | −9,014−36.6% | Reduced |
| Capital Planning LLC | 15,602 | $1.65M | 0.65% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 15,630 | $1.66M | 1.09% | +15,630 | Added |