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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 19,412 | $2.06M | 0.09% | +19,412 | New |
| Sanders Morris Harris LLC | 19,460 | $2.07M | 0.42% | 00.0% | Unchanged |
| CenterBook Partners LP | 19,558 | $2.07M | 0.26% | +19,558 | New |
| North Star Asset Management Inc | 19,576 | $2.07M | 0.12% | 00.0% | Unchanged |
| Castellan Group, LLC | 19,762 | $2.09M | 1.47% | −59−0.3% | Reduced |
| Breakwater Capital Group | 19,856 | $2.10M | 0.72% | +460+2.4% | Added |
| Kinsale Capital Group, Inc. | 19,897 | $2.11M | 1.20% | +6,948+53.7% | Added |
| Hudson Portfolio Management LLC | 19,945 | $2.11M | 2.40% | −324−1.6% | Reduced |
| Abacus Wealth Partners, LLC | 19,966 | $2.11M | 0.65% | −1,844−8.5% | Reduced |
| Gunderson Capital Management Inc. | 19,998 | $2.12M | 1.44% | −864−4.1% | Reduced |
| Neo Ivy Capital Management | 20,016 | $2.12M | 0.93% | +19,137+2,177.1% | Added |
| Agate Pass Investment Management, LLC | 20,017 | $2.12M | 1.44% | +7,438+59.1% | Added |
| Legacy Trust | 20,040 | $2.12M | 0.62% | +40.0% | Added |
| Arjuna Capital | 20,048 | $2.12M | 0.76% | +50+0.3% | Added |
| Meridian Wealth Management, LLC | 20,051 | $2.12M | 0.13% | +534+2.7% | Added |
| Panagora Asset Management Inc | 20,100 | $2.13M | 0.01% | −8,854−30.6% | Reduced |
| Perigon Wealth Management, LLC | 20,128 | $2.13M | 0.09% | +122+0.6% | Added |
| City Holding Co | 20,144 | $2.13M | 0.38% | +2,064+11.4% | Added |
| McAdam, LLC | 20,155 | $2.13M | 0.18% | +392+2.0% | Added |
| Bridges Investment Management Inc | 20,199 | $2.14M | 0.08% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 20,406 | $2.16M | 0.01% | −626−3.0% | Reduced |
| IMC-Chicago, LLC | 20,448 | $2.17M | 0.14% | +2,722+15.4% | Added |
| Davis R M Inc | 20,446 | $2.17M | 0.05% | −118−0.6% | Reduced |
| Patton Fund Management, Inc. | 20,460 | $2.17M | 0.59% | −13,918−40.5% | Reduced |
| DFPG Investments, LLC | 19,338 | $2.17M | 0.20% | −3,507−15.4% | Reduced |
| Boston Family Office LLC | 20,483 | $2.17M | 0.18% | +2,067+11.2% | Added |
| Optimum Investment Advisors | 20,519 | $2.17M | 1.11% | +326+1.6% | Added |
| Chickasaw Capital Management LLC | 20,607 | $2.18M | 0.12% | −155−0.7% | Reduced |
| Essex Financial Services, Inc. | 20,622 | $2.18M | 0.25% | +141+0.7% | Added |
| Washington Trust Bank | 20,754 | $2.20M | 0.23% | +15+0.1% | Added |
| Institute for Wealth Management, LLC. | 20,845 | $2.21M | 0.40% | +381+1.9% | Added |
| Berkshire Asset Management LLC | 20,901 | $2.21M | 0.14% | −86−0.4% | Reduced |
| Proficio Capital Partners LLC | 20,904 | $2.21M | 0.30% | +19+0.1% | Added |
| Hills Bank & Trust Co | 20,916 | $2.22M | 0.26% | +746+3.7% | Added |
| Azimuth Capital Investment Management LLC | 20,995 | $2.22M | 0.11% | −660−3.0% | Reduced |
| Fort Sheridan Advisors LLC | 21,007 | $2.23M | 0.50% | +4,715+28.9% | Added |
| Bollard Group LLC | 21,018 | $2.23M | 0.08% | +11+0.1% | Added |
| Axxcess Wealth Management, LLC | 21,060 | $2.23M | 0.08% | −5,526−20.8% | Reduced |
| J.W. Cole Advisors, Inc. | 21,290 | $2.26M | 0.17% | +100+0.5% | Added |
| Alphadyne Asset Management LP | 21,291 | $2.26M | 1.09% | +20,280+2,005.9% | Added |
| Virginia Retirement Systems Et Al | 21,300 | $2.26M | 0.02% | −9,400−30.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 21,308 | $2.26M | 0.91% | +5,486+34.7% | Added |
| Malaga Cove Capital, LLC | 21,380 | $2.26M | 1.05% | +957+4.7% | Added |
| Capital International Inc | 21,434 | $2.27M | 0.04% | +3,926+22.4% | Added |
| Eisler Capital (US) LLC | 21,437 | $2.27M | 0.84% | −21,435−50.0% | Reduced |
| KCM Investment Advisors LLC | 21,548 | $2.28M | 0.10% | −1,435−6.2% | Reduced |
| Fairbanks Capital Management, Inc. | 21,560 | $2.28M | 1.92% | −1,806−7.7% | Reduced |
| Congress Park Capital LLC | 21,641 | $2.29M | 1.32% | −440−2.0% | Reduced |
| Harbor Investment Advisory, LLC | 21,706 | $2.30M | 0.30% | +145+0.7% | Added |
| John G Ullman & Associates Inc | 21,788 | $2.31M | 0.38% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 22,072 | $2.34M | 0.09% | −495−2.2% | Reduced |
| Moneta Group Investment Advisors LLC | 22,112 | $2.34M | 0.05% | −2,074−8.6% | Reduced |
| Citadel Investment Advisory, Inc. | 22,192 | $2.35M | 1.54% | −50−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 19,747 | $2.35M | 0.04% | +455+2.4% | Added |
| Ascent Group, LLC | 20,969 | $2.35M | 0.26% | −23,828−53.2% | Reduced |
| Three Bridge Wealth Advisors, LLC | 22,343 | $2.37M | 0.98% | +24+0.1% | Added |
| Aspiriant, LLC | 22,411 | $2.37M | 0.12% | +1,386+6.6% | Added |
| Fund Management at Engine No. 1 LLC | 22,514 | $2.38M | 0.38% | +2,478+12.4% | Added |
| Portside Wealth Group, LLC | 22,510 | $2.39M | 0.45% | +1,640+7.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 22,602 | $2.39M | 0.23% | +22,602 | New |
| Liberty Wealth Management LLC | 22,676 | $2.40M | 0.60% | −1,077−4.5% | Reduced |
| Resonant Capital Advisors, LLC | 22,709 | $2.41M | 0.26% | +120+0.5% | Added |
| Sound View Wealth Advisors Group, LLC | 22,876 | $2.42M | 0.30% | +2,362+11.5% | Added |
| Hixon Zuercher, LLC | 22,965 | $2.43M | 1.27% | +677+3.0% | Added |
| Lake Street Advisors Group, LLC | 23,172 | $2.45M | 0.15% | −2,403−9.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,204 | $2.46M | 1.61% | +25+0.1% | Added |
| Bank of New Hampshire | 23,345 | $2.47M | 0.74% | −715−3.0% | Reduced |
| HCR Wealth Advisors | 23,364 | $2.47M | 0.54% | +16,756+253.6% | Added |
| Caliber Wealth Management, LLC | 23,398 | $2.48M | 1.67% | +1,129+5.1% | Added |
| Saxon Interests, Inc. | 23,398 | $2.48M | 1.67% | +21,544+1,162.0% | Added |
| Monetary Management Group Inc | 23,415 | $2.48M | 0.83% | −7,070−23.2% | Reduced |
| Diversified Trust Co | 23,462 | $2.49M | 0.09% | +619+2.7% | Added |
| Mather Group, LLC. | 23,526 | $2.49M | 0.04% | +930+4.1% | Added |
| Covenant Asset Management, LLC | 23,660 | $2.51M | 0.77% | 00.0% | Unchanged |
| Little House Capital LLC | 23,694 | $2.51M | 1.03% | +19,113+417.2% | Added |
| Old National Bancorp | 23,715 | $2.51M | 0.07% | −380−1.6% | Reduced |
| HBK Sorce Advisory LLC | 23,939 | $2.54M | 0.11% | −368−1.5% | Reduced |
| Sender Co & Partners, Inc. | 24,084 | $2.55M | 4.19% | +24,084 | New |
| Platinum Investment Management Ltd | 24,143 | $2.56M | 0.10% | +6,021+33.2% | Added |
| Clarius Group, LLC | 24,170 | $2.56M | 0.24% | −5,038−17.2% | Reduced |
| Private Trust Co NA | 24,244 | $2.57M | 0.34% | −11,012−31.2% | Reduced |
| Physicians Financial Services, Inc. | 24,318 | $2.58M | 1.05% | +100+0.4% | Added |
| Arden Trust Co | 24,372 | $2.58M | 0.43% | −4,457−15.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 24,390 | $2.58M | 0.42% | +3,168+14.9% | Added |
| Merit Financial Group, LLC | 24,450 | $2.59M | 0.08% | +325+1.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 24,580 | $2.60M | 0.18% | +13,434+120.5% | Added |
| Beacon Investment Advisory Services, Inc. | 24,632 | $2.61M | 0.13% | −19−0.1% | Reduced |
| RSM US Wealth Management LLC | 24,644 | $2.61M | 0.09% | +519+2.2% | Added |
| Deseret Mutual Benefit Administrators | 24,671 | $2.61M | 1.28% | −2,370−8.8% | Reduced |
| Capital Planning Advisors, LLC | 24,710 | $2.62M | 0.55% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 25,001 | $2.64M | 0.85% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 25,016 | $2.65M | 0.02% | +25,016 | New |
| Meeder Advisory Services, Inc. | 25,179 | $2.67M | 0.34% | −3,358−11.8% | Reduced |
| L & S Advisors Inc | 25,264 | $2.68M | 0.38% | −57,288−69.4% | Reduced |
| River & Mercantile Asset Management LLP | 25,293 | $2.68M | 0.63% | −3,652−12.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 25,328 | $2.68M | 0.10% | −1,343−5.0% | Reduced |
| Court Place Advisors, LLC | 25,444 | $2.69M | 0.96% | −159−0.6% | Reduced |
| Leavell Investment Management, Inc. | 25,454 | $2.70M | 0.19% | +857+3.5% | Added |
| Amarillo National Bank | 25,575 | $2.71M | 0.57% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 25,319 | $2.71M | 0.14% | −712−2.7% | Reduced |