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; 3,538 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
- 2,535
- −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
- 953 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 | 3,538 | $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 | 2,819 | $148.6B |
| Q4 2023 | 2,700 | $124.2B |
| Q3 2023 | 2,535 | $124.0B |
| Q2 2023 | 2,569 | $138.9B |
| Q1 2023 | 2,355 | $107.5B |
| Q4 2022 | 2,303 | $93.7B |
| Q3 2022 | 2,107 | $68.7B |
| Q2 2022 | 2,195 | $78.5B |
| Q1 2022 | 2,270 | $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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 62,596 | $6.63M | 0.18% | +2,602+4.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 62,617 | $6.63M | 0.45% | −57−0.1% | Reduced |
| Coldstream Capital Management Inc | 63,469 | $6.72M | 0.22% | −13,374−17.4% | Reduced |
| Bell Asset Management Ltd | 63,563 | $6.73M | 1.11% | +1,570+2.5% | Added |
| Cutler Group LP | 63,613 | $6.74M | 1.08% | +61,619+3,090.2% | Added |
| Wetherby Asset Management Inc | 63,658 | $6.74M | 0.38% | −446−0.7% | Reduced |
| Cyrus J. Lawrence, LLC | 63,709 | $6.75M | 1.85% | +55,905+716.4% | Added |
| Savant Capital, LLC | 64,128 | $6.79M | 0.10% | +4,893+8.3% | Added |
| Union Heritage Capital, LLC | 64,500 | $6.83M | 3.87% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 64,669 | $6.85M | 1.53% | +37+0.1% | Added |
| Banque Cantonale Vaudoise | 64,773 | $6.86M | 0.34% | −14,889−18.7% | Reduced |
| Webster Bank, N. A. | 64,816 | $6.87M | 0.93% | −300−0.5% | Reduced |
| Investment House LLC | 64,853 | $6.87M | 0.54% | +1,599+2.5% | Added |
| Metropolitan Life Insurance Co | 65,134 | $6.90M | 0.36% | −1,929−2.9% | Reduced |
| Smithfield Trust Co | 65,333 | $6.92M | 0.42% | +291+0.4% | Added |
| Pallas Capital Advisors LLC | 68,165 | $6.93M | 0.42% | −238−0.3% | Reduced |
| Bard Financial Services, Inc. | 65,580 | $6.95M | 0.86% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 65,582 | $6.95M | 0.92% | +3,315+5.3% | Added |
| Smith Shellnut Wilson LLC | 65,825 | $6.97M | 4.27% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 65,862 | $6.98M | 1.13% | −9,830−13.0% | Reduced |
| Concentric Wealth Management, LLC | 66,227 | $7.01M | 2.31% | −456−0.7% | Reduced |
| Abbrea Capital, LLC | 66,497 | $7.04M | 1.12% | +1,425+2.2% | Added |
| WCG Wealth Advisors LLC | 65,125 | $7.06M | 0.52% | +12,459+23.7% | Added |
| Thames Capital Management LLC | 66,694 | $7.06M | 4.04% | +66,694 | New |
| Parcion Private Wealth LLC | 66,789 | $7.07M | 0.73% | −1,201−1.8% | Reduced |
| Easterly Investment Partners LLC | 66,947 | $7.09M | 0.78% | −158−0.2% | Reduced |
| Dorchester Wealth Management Co | 67,045 | $7.10M | 1.44% | −300−0.4% | Reduced |
| Clearstead Advisors, LLC | 67,489 | $7.15M | 0.44% | +476+0.7% | Added |
| Capital Investment Advisors, LLC | 67,726 | $7.17M | 0.20% | −1,148−1.7% | Reduced |
| Principle Wealth Partners LLC | 67,887 | $7.19M | 0.72% | +823+1.2% | Added |
| Procyon Private Wealth Partners, LLC | 68,113 | $7.21M | 0.74% | +40,815+149.5% | Added |
| Guardian Capital Advisors LP | 65,848 | $7.22M | 0.81% | −1,090−1.6% | Reduced |
| Polaris Wealth Advisory Group, LLC | 68,518 | $7.26M | 0.55% | +68,518 | New |
| Sawyer & Company, Inc | 68,760 | $7.28M | 3.40% | −970−1.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 68,760 | $7.28M | 0.08% | −154−0.2% | Reduced |
| Thompson Investment Management, Inc. | 68,770 | $7.28M | 1.29% | −1,826−2.6% | Reduced |
| Grant/GrossMendelsohn, LLC | 68,920 | $7.30M | 3.16% | −238−0.3% | Reduced |
| Gifford Fong Associates | 69,000 | $7.31M | 1.75% | 00.0% | Unchanged |
| Courier Capital LLC | 69,473 | $7.36M | 0.61% | −516−0.7% | Reduced |
| Atria Wealth Solutions, Inc. | 69,751 | $7.39M | 0.10% | +12,751+22.4% | Added |
| Private Asset Management Inc | 69,766 | $7.39M | 1.74% | −12,628−15.3% | Reduced |
| First Personal Financial Services | 69,903 | $7.40M | 1.93% | −4,321−5.8% | Reduced |
| Hantz Financial Services, Inc. | 69,923 | $7.41M | 0.19% | −871−1.2% | Reduced |
| First National Trust Co | 70,174 | $7.43M | 0.35% | +1,906+2.8% | Added |
| Hourglass Capital, LLC | 70,245 | $7.44M | 2.63% | −1,055−1.5% | Reduced |
| DCM Advisors, LLC | 70,269 | $7.44M | 3.36% | −1,457−2.0% | Reduced |
| Texas Yale Capital Corp. | 70,313 | $7.45M | 0.34% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 70,520 | $7.47M | 0.23% | +24,917+54.6% | Added |
| PEAK6 Investments LLC | 70,621 | $7.48M | 0.36% | +70,621 | New |
| Trexquant Investment LP | 70,740 | $7.49M | 0.19% | −158,324−69.1% | Reduced |
| Canandaigua National Bank & Trust Co | 71,364 | $7.56M | 1.22% | −3,043−4.1% | Reduced |
| Evercore Wealth Management, LLC | 71,431 | $7.57M | 0.14% | −2,088−2.8% | Reduced |
| Siemens Fonds Invest GmbH | 71,675 | $7.59M | 0.77% | −3,970−5.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 71,866 | $7.61M | 0.27% | −1,363−1.9% | Reduced |
| Mission Wealth Management, LP | 72,292 | $7.66M | 0.29% | +43,349+149.8% | Added |
| Brighton Jones LLC | 72,521 | $7.68M | 0.39% | +31,575+77.1% | Added |
| Cohen Klingenstein LLC | 72,700 | $7.70M | 0.35% | 00.0% | Unchanged |
| Marvin & Palmer Associates Inc | 72,714 | $7.70M | 5.00% | +72,714 | New |
| Greenleaf Trust | 72,838 | $7.72M | 0.09% | +1,706+2.4% | Added |
| Cyndeo Wealth Partners, LLC | 72,873 | $7.72M | 0.80% | +8,475+13.2% | Added |
| Chartwell Investment Partners, LLC | 73,205 | $7.75M | 0.30% | +9,094+14.2% | Added |
| Two Point Capital Management, Inc. | 75,612 | $8.01M | 4.41% | +80+0.1% | Added |
| Long Road Investment Counsel, LLC | 75,940 | $8.04M | 3.90% | −900−1.2% | Reduced |
| Motley Fool Asset Management LLC | 76,573 | $8.11M | 0.65% | +6,003+8.5% | Added |
| Barrier Capital Management, LLC | 76,705 | $8.12M | 9.87% | +42,105+121.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 76,844 | $8.14M | 0.04% | +76,844 | New |
| Sandy Spring Bank | 76,942 | $8.15M | 0.45% | −737−0.9% | Reduced |
| Valeo Financial Advisors, LLC | 76,945 | $8.15M | 0.37% | +124+0.2% | Added |
| Gladstone Institutional Advisory LLC | 77,355 | $8.19M | 0.53% | +7,193+10.3% | Added |
| Van Hulzen Asset Management, LLC | 77,391 | $8.20M | 0.63% | +23,279+43.0% | Added |
| Metis Global Partners, LLC | 77,426 | $8.20M | 0.40% | +11,438+17.3% | Added |
| Snowden Capital Advisors LLC | 77,759 | $8.24M | 0.35% | −9,516−10.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 78,216 | $8.28M | 0.33% | +9,044+13.1% | Added |
| Eagle Capital Management LLC | 78,494 | $8.31M | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 78,629 | $8.33M | 0.22% | +14,389+22.4% | Added |
| Northwest Investment Counselors, LLC | 78,679 | $8.33M | 2.33% | −798−1.0% | Reduced |
| Parus Finance (UK) Ltd | 79,052 | $8.37M | 5.22% | −51,776−39.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 79,415 | $8.41M | 2.83% | −189−0.2% | Reduced |
| Neumann Capital Management, LLC | 79,769 | $8.45M | 3.68% | −3,100−3.7% | Reduced |
| Leuthold Group, LLC | 79,780 | $8.45M | 1.19% | −1,467−1.8% | Reduced |
| Alight Capital Management LP | 80,000 | $8.47M | 4.53% | +30,000+60.0% | Added |
| New Mexico Educational Retirement Board | 80,090 | $8.48M | 0.36% | +5,500+7.4% | Added |
| Cohen Capital Management, Inc. | 80,283 | $8.50M | 1.74% | 00.0% | Unchanged |
| Cullinan Associates Inc | 80,355 | $8.51M | 0.50% | −13,001−13.9% | Reduced |
| Greenland Capital Management LP | 80,878 | $8.57M | 1.02% | +80,878 | New |
| WealthBridge Investment Counsel Inc. | 81,385 | $8.62M | 3.76% | −1,900−2.3% | Reduced |
| Heritage Trust Co | 82,300 | $8.72M | 1.36% | −2,146−2.5% | Reduced |
| Shelter Mutual Insurance Co | 82,710 | $8.76M | 2.44% | −13,800−14.3% | Reduced |
| Quantitative Investment Management, LLC | 82,774 | $8.77M | 1.35% | +82,774 | New |
| YHB Investment Advisors, Inc. | 83,645 | $8.86M | 0.82% | −338−0.4% | Reduced |
| Culbertson A N & Co Inc | 83,754 | $8.87M | 1.78% | −325−0.4% | Reduced |
| GTS Securities LLC | 84,269 | $8.93M | 0.19% | +84,269 | New |
| Shelton Capital Management | 84,447 | $8.94M | 0.33% | +25,116+42.3% | Added |
| iA Global Asset Management Inc. | 84,457 | $8.95M | 0.24% | −5,464−6.1% | Reduced |
| South Dakota Investment Council | 84,517 | $8.95M | 0.20% | −7,089−7.7% | Reduced |
| Rothschild Investment Corp | 85,451 | $9.05M | 0.76% | −588−0.7% | Reduced |
| Nomura Holdings Inc | 85,586 | $9.07M | 0.10% | +65,890+334.5% | Added |
| Stonebridge Capital Management Inc | 85,946 | $9.10M | 4.97% | −10,850−11.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 86,442 | $9.15M | 2.20% | −2,220−2.5% | Reduced |
| LGT Group Foundation | 85,899 | $9.17M | 0.23% | −6,913−7.4% | Reduced |