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; 3,536 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 | 3,536 | $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 |
|---|---|---|---|---|---|
| DSC Advisors, L.P. | 1,944 | $205.9K | 0.31% | +23+1.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,961 | $207.7K | 0.10% | −400−16.9% | Reduced |
| Blue Square Asset Management, LLC | 1,975 | $209.2K | 0.15% | −30−1.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 1,985 | $210.2K | 0.20% | −196−9.0% | Reduced |
| Opes Wealth Management LLC | 1,985 | $210.3K | 0.06% | +59+3.1% | Added |
| 1620 Investment Advisors, Inc. | 1,991 | $210.9K | 0.24% | +14+0.7% | Added |
| WP Advisors, LLC | 1,994 | $211.2K | 0.09% | +7+0.4% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 2,000 | $211.8K | 0.24% | −500−20.0% | Reduced |
| Palogic Value Management, L.P. | 2,000 | $211.8K | 0.10% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,000 | $211.8K | 0.07% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 2,000 | $211.8K | 0.16% | +2,000 | New |
| Viawealth, LLC | 2,000 | $211.9K | 0.16% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2,006 | $212.5K | 0.12% | +59+3.0% | Added |
| First United Bank Trust | 2,012 | $213.1K | 0.10% | 00.0% | Unchanged |
| WorthPointe, LLC | 2,018 | $213.7K | 0.13% | +333+19.8% | Added |
| WealthPLAN Partners, LLC | 2,019 | $213.9K | 0.02% | +92+4.8% | Added |
| RKL Wealth Management LLC | 2,021 | $214.0K | 0.03% | −908−31.0% | Reduced |
| Foster Dykema Cabot & Co Inc | 2,032 | $215.0K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,030 | $215.0K | 0.12% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 2,025 | $215.0K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,040 | $216.1K | 0.04% | +10.0% | Added |
| First City Capital Management, Inc. | 2,042 | $216.3K | 0.14% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,043 | $216.4K | 0.06% | −1,323−39.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 2,047 | $216.8K | 0.11% | +3+0.1% | Added |
| Willis Johnson & Associates, Inc. | 2,053 | $217.5K | 0.02% | +2,053 | New |
| ICW Investment Advisors LLC | 2,061 | $218.3K | 0.12% | +20+1.0% | Added |
| Northwest Bancshares, Inc. | 2,064 | $218.6K | 0.04% | +100+5.1% | Added |
| Fernwood Investment Management, LLC | 2,065 | $218.7K | 0.08% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,074 | $219.7K | 0.06% | +75+3.8% | Added |
| CRA Financial Services, LLC | 2,075 | $219.8K | 0.06% | +10.0% | Added |
| BlueSky Wealth Advisors, LLC | 2,079 | $220.2K | 0.05% | −87−4.0% | Reduced |
| CSS LLC | 2,079 | $220.2K | 0.02% | +1,129+118.8% | Added |
| Sentry LLC | 2,087 | $221.1K | 0.05% | 00.0% | Unchanged |
| Columbus Macro, LLC | 2,089 | $221.2K | 0.09% | −585−21.9% | Reduced |
| David J Yvars Group | 2,091 | $221.5K | 0.18% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 2,094 | $221.8K | 0.11% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 2,094 | $221.8K | 0.12% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 2,094 | $222.0K | 0.20% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 2,100 | $222.4K | 0.03% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 2,102 | $222.6K | 0.20% | 00.0% | Unchanged |
| Cim, LLC | 2,104 | $222.9K | 0.04% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,112 | $223.7K | 0.17% | +348+19.7% | Added |
| High Net Worth Advisory Group LLC | 2,123 | $224.9K | 0.09% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 2,121 | $225.0K | 0.05% | 00.0% | Unchanged |
| First National Corp | 2,124 | $225.0K | 0.06% | +40+1.9% | Added |
| Bank of Hawaii | 2,125 | $225.1K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,126 | $225.2K | 0.10% | +306+16.8% | Added |
| Wealthquest Corp | 2,126 | $225.2K | 0.03% | +32+1.5% | Added |
| Narwhal Capital Management | 2,129 | $225.5K | 0.03% | −2,202−50.8% | Reduced |
| Taylor Hoffman Wealth Management | 2,132 | $225.8K | 0.12% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,133 | $225.9K | 0.02% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,144 | $227.1K | 0.04% | +6+0.3% | Added |
| Bowman & Co S.C. | 2,152 | $227.9K | 0.18% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 2,080 | $228.2K | 0.16% | 00.0% | Unchanged |
| Retirement Capital Strategies | 2,155 | $228.3K | 0.11% | −426−16.5% | Reduced |
| Zullo Investment Group, Inc. | 2,157 | $228.6K | 0.13% | +323+17.6% | Added |
| Quantum Private Wealth, LLC | 2,161 | $228.9K | 0.11% | +2,161 | New |
| McGlone Suttner Wealth Management, Inc. | 2,160 | $229.0K | 0.05% | +209+10.7% | Added |
| Glass Jacobson Investment Advisors llc | 2,162 | $229.0K | 0.10% | −100−4.4% | Reduced |
| Shelton Wealth Management, LLC | 2,169 | $229.7K | 0.18% | +7+0.3% | Added |
| W.H. Cornerstone Investments Inc. | 2,171 | $230.0K | 0.20% | +7+0.3% | Added |
| Bank Ozk | 2,174 | $230.3K | 0.13% | −998−31.5% | Reduced |
| Wescott Financial Advisory Group, LLC | 2,175 | $230.4K | 0.04% | +250+13.0% | Added |
| Patton Albertson Miller Group, LLC | 2,177 | $230.6K | 0.05% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 2,179 | $230.8K | 0.08% | −424−16.3% | Reduced |
| Requisite Capital Management, LLC | 2,180 | $230.9K | 0.06% | +2,180 | New |
| Gibson Capital, LLC | 2,182 | $231.1K | 0.06% | 00.0% | Unchanged |
| Clifford Group, LLC | 2,187 | $231.6K | 0.25% | 00.0% | Unchanged |
| Petix & Botte Co | 2,194 | $232.4K | 0.07% | −32−1.4% | Reduced |
| TCTC Holdings, LLC | 2,199 | $232.9K | 0.01% | +38+1.8% | Added |
| Atticus Wealth Management, LLC | 2,215 | $234.6K | 0.09% | +25+1.1% | Added |
| CJM Wealth Advisers, Ltd. | 2,218 | $234.9K | 0.11% | −456−17.1% | Reduced |
| Advisor OS, LLC | 2,218 | $235.0K | 0.04% | +307+16.1% | Added |
| Beirne Wealth Consulting Services, LLC | 1,973 | $235.0K | 0.19% | 00.0% | Unchanged |
| Rogco, LP | 2,220 | $235.1K | 0.12% | +2,220 | New |
| Traynor Capital Management, Inc. | 2,227 | $235.8K | 0.03% | +8+0.4% | Added |
| Latitude Advisors, LLC | 2,228 | $236.0K | 0.17% | +10.0% | Added |
| Shoker Investment Counsel, Inc. | 2,228 | $236.0K | 0.10% | +8+0.4% | Added |
| Mirova | 2,234 | $236.6K | 0.05% | −6,422−74.2% | Reduced |
| Cheviot Value Management, LLC | 2,239 | $237.2K | 0.05% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 2,246 | $237.9K | 0.08% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 2,250 | $238.0K | 0.07% | +40+1.8% | Added |
| Berkshire Bank | 2,255 | $238.8K | 0.07% | 00.0% | Unchanged |
| Lake Street Financial LLC | 2,251 | $238.9K | 0.04% | +197+9.6% | Added |
| Hilton Capital Management, LLC | 2,256 | $239.0K | 0.03% | −203−8.3% | Reduced |
| MPS Loria Financial Planners, LLC | 2,257 | $239.1K | 0.09% | +5+0.2% | Added |
| KWB Wealth | 2,008 | $239.1K | 0.04% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 2,259 | $239.3K | 0.09% | 00.0% | Unchanged |
| Jentner Corp | 2,263 | $239.7K | 0.15% | +7+0.3% | Added |
| Seldon Capital LP | 2,265 | $239.9K | 0.22% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,266 | $240.0K | 0.36% | +2,266 | New |
| GSG Advisors LLC | 2,271 | $240.5K | 0.12% | +2,271 | New |
| Trellis Advisors, LLC | 2,276 | $241.1K | 0.11% | −22−1.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,276 | $241.1K | 0.09% | +2,276 | New |
| Front Row Advisors LLC | 2,278 | $241.3K | 0.11% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,279 | $241.4K | 0.03% | +53+2.4% | Added |
| Gallacher Capital Management LLC | 2,283 | $241.8K | 0.15% | −939−29.1% | Reduced |
| Horizon Wealth Management, LLC | 2,284 | $241.9K | 0.10% | −1,638−41.8% | Reduced |
| Shearwater Capital LLC | 2,290 | $242.5K | 0.22% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 2,293 | $242.9K | 0.07% | +7+0.3% | Added |