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 | 3,508 | $177.8B |
| Q4 2025 | 3,780 | $242.8B |
| Q3 2025 | 3,833 | $348.7B |
| Q2 2025 | 3,631 | $271.4B |
| Q1 2025 | 3,260 | $171.9B |
| Q4 2024 | 3,357 | $204.5B |
| Q3 2024 | 3,078 | $206.6B |
| Q2 2024 | 2,927 | $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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 15,652 | $1.66M | 0.21% | +15,652 | New |
| Sargent Investment Group, LLC | 15,711 | $1.66M | 0.40% | +1,311+9.1% | Added |
| Chicago Partners Investment Group LLC | 16,068 | $1.67M | 0.09% | +1,493+10.2% | Added |
| Cascade Investment Advisors, Inc. | 15,772 | $1.67M | 1.32% | −65−0.4% | Reduced |
| Employees Retirement System of Texas | 15,813 | $1.68M | 0.02% | −26,391−62.5% | Reduced |
| BlueCrest Capital Management Ltd | 15,839 | $1.68M | 0.26% | +12,835+427.3% | Added |
| L.M. Kohn & Company | 15,868 | $1.68M | 0.61% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 15,897 | $1.68M | 0.16% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 15,903 | $1.68M | 0.58% | +1,951+14.0% | Added |
| Semmax Financial Advisors Inc. | 14,780 | $1.69M | 0.68% | +14,780 | New |
| Pflug Koory, LLC | 15,930 | $1.69M | 0.98% | 00.0% | Unchanged |
| Qtron Investments LLC | 15,950 | $1.69M | 0.32% | 00.0% | Unchanged |
| Leonteq Securities AG | 15,979 | $1.69M | 0.18% | −1,407−8.1% | Reduced |
| Advance Capital Management, Inc. | 15,989 | $1.69M | 0.16% | +114+0.7% | Added |
| AIMZ Investment Advisors, LLC | 16,023 | $1.70M | 0.75% | 00.0% | Unchanged |
| Twin Capital Management Inc | 16,031 | $1.70M | 0.24% | +16,031 | New |
| Baystate Wealth Management LLC | 16,085 | $1.70M | 0.14% | +953+6.3% | Added |
| Biltmore Family Office, LLC | 16,121 | $1.71M | 0.39% | −200−1.2% | Reduced |
| Verus Capital Partners, LLC | 16,183 | $1.71M | 0.24% | +14,210+720.2% | Added |
| Auto-Owners Insurance Co | 16,187 | $1.71M | 0.06% | 00.0% | Unchanged |
| Foster Group, Inc. | 16,197 | $1.72M | 0.10% | −556−3.3% | Reduced |
| Continuum Advisory, LLC | 16,233 | $1.72M | 0.28% | −2,267−12.3% | Reduced |
| Kiley Juergens Wealth Management, LLC | 16,318 | $1.73M | 0.62% | +165+1.0% | Added |
| IFP Advisors, Inc | 16,328 | $1.73M | 0.08% | +3,678+29.1% | Added |
| Nadler Financial Group, Inc. | 16,435 | $1.74M | 0.26% | +18+0.1% | Added |
| Cigna Investments Inc | 16,469 | $1.74M | 0.40% | −2,134−11.5% | Reduced |
| NWK Group, Inc. | 16,561 | $1.75M | 1.08% | +5,378+48.1% | Added |
| Resources Investment Advisors, LLC. | 16,607 | $1.76M | 0.04% | −5,540−25.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,608 | $1.76M | 0.05% | +852+5.4% | Added |
| Martin Capital Advisors, LLP | 16,613 | $1.76M | 1.71% | +647+4.1% | Added |
| Chesapeake Wealth Management | 16,616 | $1.76M | 0.73% | −165−1.0% | Reduced |
| Citizens National Bank Trust Department | 16,630 | $1.76M | 0.48% | +1,900+12.9% | Added |
| Schechter Investment Advisors, LLC | 16,646 | $1.76M | 0.17% | −168−1.0% | Reduced |
| VeraBank, N.A. | 16,676 | $1.77M | 0.68% | +8,000+92.2% | Added |
| Marion Wealth Management | 16,697 | $1.77M | 0.62% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 16,710 | $1.77M | 1.41% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 16,740 | $1.77M | 0.59% | +51+0.3% | Added |
| Cable Hill Partners, LLC | 16,748 | $1.77M | 0.24% | +733+4.6% | Added |
| Summit Financial, LLC | 16,874 | $1.79M | 0.13% | −627−3.6% | Reduced |
| Marks Group Wealth Management, Inc | 16,878 | $1.79M | 0.22% | −1,178−6.5% | Reduced |
| Heritage Wealth Advisors | 16,886 | $1.79M | 0.10% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 16,933 | $1.79M | 0.51% | +2,240+15.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.80M | 0.68% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 17,026 | $1.80M | 0.11% | +2,112+14.2% | Added |
| Altman Advisors, Inc. | 17,046 | $1.81M | 1.13% | +17,046 | New |
| Lindbrook Capital, LLC | 17,166 | $1.82M | 0.20% | −335−1.9% | Reduced |
| Q3 Asset Management | 17,281 | $1.83M | 0.73% | +17,281 | New |
| David Loasby | 17,100 | $1.83M | 0.20% | +1,019+6.3% | Added |
| Spire Wealth Management | 17,291 | $1.83M | 0.07% | +1,453+9.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 17,331 | $1.84M | 1.21% | −380−2.1% | Reduced |
| Ibex Wealth Advisors | 17,356 | $1.84M | 0.47% | +17,356 | New |
| Duff & Phelps Investment Management Co | 17,403 | $1.84M | 0.02% | +494+2.9% | Added |
| Wilson & Boucher Capital Management, LLC | 17,440 | $1.85M | 1.76% | −100−0.6% | Reduced |
| Monticello Wealth Management, LLC | 17,466 | $1.85M | 0.18% | +856+5.2% | Added |
| Thomasville National Bank | 17,591 | $1.86M | 0.18% | −378−2.1% | Reduced |
| Pacific Sage Partners, LLC | 17,717 | $1.88M | 0.56% | +10.0% | Added |
| Venture Visionary Partners LLC | 17,729 | $1.88M | 0.11% | −334−1.8% | Reduced |
| NewEdge Wealth, LLC | 17,808 | $1.89M | 0.06% | −1,875−9.5% | Reduced |
| Washington Trust Co | 17,816 | $1.89M | 0.08% | +279+1.6% | Added |
| Midwest Professional Planners, LTD. | 17,837 | $1.89M | 0.85% | +1,235+7.4% | Added |
| Trust Asset Management LLC | 17,898 | $1.90M | 0.20% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 17,947 | $1.90M | 0.13% | +4,339+31.9% | Added |
| China Universal Asset Management Co., Ltd. | 18,000 | $1.91M | 0.55% | +2,000+12.5% | Added |
| Centric Wealth Management | 18,046 | $1.91M | 0.80% | +203+1.1% | Added |
| Wealthsource Partners, LLC | 18,064 | $1.91M | 0.13% | +62+0.3% | Added |
| Investment Partners, Ltd. | 18,076 | $1.91M | 1.01% | +1,924+11.9% | Added |
| XML Financial, LLC | 18,120 | $1.92M | 0.23% | +59+0.3% | Added |
| Wedmont Private Capital | 17,412 | $1.92M | 0.19% | +1,400+8.7% | Added |
| Martin & Co Inc | 18,143 | $1.92M | 0.50% | −168−0.9% | Reduced |
| Chicago Capital, LLC | 18,235 | $1.93M | 0.09% | 00.0% | Unchanged |
| Syon Capital LLC | 18,261 | $1.93M | 0.24% | +18,261 | New |
| Private Wealth Partners, LLC | 18,269 | $1.94M | 0.18% | +2,700+17.3% | Added |
| Capital Advisors Inc | 18,289 | $1.94M | 0.05% | +862+4.9% | Added |
| Insight Inv LLC | 17,998 | $1.95M | 2.16% | −190−1.0% | Reduced |
| Farmers Trust Co | 18,482 | $1.96M | 0.45% | −15−0.1% | Reduced |
| Nwam LLC | 18,500 | $1.96M | 0.20% | −857−4.4% | Reduced |
| Avitas Wealth Management LLC | 18,556 | $1.97M | 0.37% | +3,297+21.6% | Added |
| V Wealth Advisors LLC | 18,567 | $1.97M | 1.59% | −10,104−35.2% | Reduced |
| Eagle Rock Investment Company, LLC | 18,585 | $1.97M | 0.45% | +494+2.7% | Added |
| Two Sigma Investments, LP | 18,600 | $1.97M | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 18,188 | $1.97M | 0.04% | +6,970+62.1% | Added |
| Field & Main Bank | 18,606 | $1.97M | 0.92% | +7,466+67.0% | Added |
| Autumn Glory Partners, LLC | 18,644 | $1.97M | 1.21% | +3,098+19.9% | Added |
| WMS Partners, LLC | 18,665 | $1.98M | 0.16% | −485−2.5% | Reduced |
| Soltis Investment Advisors LLC | 18,725 | $1.98M | 0.26% | −238−1.3% | Reduced |
| JGP Wealth Management, LLC | 18,748 | $1.99M | 0.33% | +9,190+96.1% | Added |
| Scott & Selber, Inc. | 18,782 | $1.99M | 0.82% | −39−0.2% | Reduced |
| Geneos Wealth Management Inc. | 18,820 | $1.99M | 0.10% | +399+2.2% | Added |
| Park Avenue Securities LLC | 18,992 | $2.01M | 0.03% | +615+3.3% | Added |
| Deltec Asset Management LLC | 19,000 | $2.01M | 0.46% | +19,000 | New |
| Triangle Securities Wealth Management | 19,036 | $2.02M | 0.72% | −864−4.3% | Reduced |
| Wealthspire Advisors, LLC | 19,086 | $2.02M | 0.03% | +8,453+79.5% | Added |
| Dorsey & Whitney Trust CO LLC | 19,089 | $2.02M | 0.18% | −3,400−15.1% | Reduced |
| Westmount Partners, LLC | 19,172 | $2.03M | 0.89% | +54+0.3% | Added |
| SeaCrest Wealth Management, LLC | 19,172 | $2.03M | 0.26% | −514−2.6% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 19,200 | $2.03M | 0.04% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 19,215 | $2.04M | 0.31% | 00.0% | Unchanged |
| American National Bank | 19,379 | $2.05M | 0.35% | −84−0.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 19,382 | $2.05M | 0.70% | −165−0.8% | Reduced |
| Pitcairn Co | 19,384 | $2.05M | 0.17% | +1,252+6.9% | Added |