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 |
|---|---|---|---|---|---|
| Athena Investment Management | 2,673 | $283.1K | 0.20% | 00.0% | Unchanged |
| Tillman Hartley LLC | 2,681 | $284.0K | 0.12% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,686 | $284.5K | 0.26% | +3+0.1% | Added |
| Palo Alto Wealth Advisors, LLC | 2,689 | $284.8K | 0.24% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 2,696 | $285.6K | 0.06% | 00.0% | Unchanged |
| Family CFO Inc | 2,696 | $285.6K | 0.21% | +64+2.4% | Added |
| Northwest Capital Management Inc | 2,700 | $286.0K | 0.11% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,700 | $286.0K | 0.00% | +2,700 | New |
| Shufro Rose & Co LLC | 2,701 | $286.1K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,702 | $286.2K | 0.09% | −275−9.2% | Reduced |
| IMS Capital Management | 2,710 | $287.1K | 0.17% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,710 | $287.1K | 0.19% | −319−10.5% | Reduced |
| RHS Financial, LLC | 2,717 | $287.8K | 0.20% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 2,722 | $288.3K | 0.09% | +10.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,710 | $289.6K | 0.00% | +1,090+67.3% | Added |
| Lesa Sroufe & Co | 2,736 | $290.0K | 0.31% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 2,738 | $290.0K | 0.11% | −1,251−31.4% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 2,740 | $290.2K | 0.10% | +10+0.4% | Added |
| JSF Financial, LLC | 2,743 | $290.6K | 0.11% | +46+1.7% | Added |
| Vahanian & Associates Financial Planning Inc. | 2,745 | $290.8K | 0.93% | +2,745 | New |
| Whalerock Point Partners, LLC | 2,748 | $291.1K | 0.10% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 2,748 | $291.1K | 0.29% | +300+12.3% | Added |
| IFG Advisory, LLC | 2,748 | $291.1K | 0.02% | +2,748 | New |
| Angeles Wealth Management, LLC | 2,749 | $291.2K | 0.04% | +10+0.4% | Added |
| IAG Wealth Partners, LLC | 2,754 | $291.7K | 0.08% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 2,805 | $293.2K | 0.29% | +202+7.8% | Added |
| Certified Advisory Corp | 2,780 | $294.4K | 0.05% | +560+25.2% | Added |
| Colton Groome Financial Advisors, LLC | 2,780 | $294.5K | 0.15% | −80−2.8% | Reduced |
| RFP Financial Group LLC | 2,780 | $294.5K | 0.13% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 2,783 | $294.8K | 0.24% | +79+2.9% | Added |
| Beacon Capital Management, LLC | 2,482 | $295.5K | 0.08% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 2,794 | $295.9K | 0.24% | +2+0.1% | Added |
| Alpha Family Trust | 2,800 | $296.6K | 0.23% | 00.0% | Unchanged |
| CPA Asset Management LLC | 2,803 | $296.9K | 0.21% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 2,813 | $298.0K | 0.11% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,818 | $298.5K | 0.03% | +2+0.1% | Added |
| Rappaport Reiches Capital Management, LLC | 2,821 | $298.8K | 0.13% | +10+0.4% | Added |
| Brio Consultants, LLC | 2,825 | $299.2K | 0.06% | +60+2.2% | Added |
| N.E.W. Advisory Services LLC | 2,828 | $299.6K | 0.04% | +571+25.3% | Added |
| Dearborn Partners LLC | 2,838 | $300.6K | 0.01% | −500−15.0% | Reduced |
| Essex LLC | 2,846 | $301.5K | 0.08% | +2+0.1% | Added |
| Nicholas Investment Partners, LP | 2,855 | $302.4K | 0.02% | +311+12.2% | Added |
| Financial Connections Group, Inc. | 2,866 | $303.0K | 0.37% | −63−2.2% | Reduced |
| Insight Advisors, LLC | 2,863 | $303.2K | 0.07% | +151+5.6% | Added |
| Wedge Capital Management L L P | 2,878 | $304.8K | 0.01% | +6+0.2% | Added |
| FWL Investment Management, LLC | 2,885 | $305.6K | 0.21% | +100+3.6% | Added |
| M&R Capital Management Inc | 2,887 | $305.8K | 0.08% | +868+43.0% | Added |
| TTP Investments, Inc. | 2,897 | $306.8K | 0.20% | +462+19.0% | Added |
| Wilkins Investment Counsel Inc | 2,900 | $307.0K | 0.08% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 2,901 | $307.2K | 0.19% | +160+5.8% | Added |
| Imprint Wealth LLC | 2,919 | $309.1K | 0.26% | +523+21.8% | Added |
| West Coast Financial LLC | 2,924 | $309.7K | 0.05% | −15−0.5% | Reduced |
| Ewa, LLC | 2,719 | $310.4K | 0.20% | +314+13.1% | Added |
| Snider Financial Group | 2,943 | $311.7K | 0.15% | −50−1.7% | Reduced |
| Drake & Associates, LLC | 2,943 | $311.7K | 0.14% | −61−2.0% | Reduced |
| Campbell Wealth Management | 2,956 | $313.0K | 0.04% | −31−1.0% | Reduced |
| Bridgeworth, LLC | 2,961 | $313.6K | 0.03% | −171−5.5% | Reduced |
| Retirement Planning Group | 2,965 | $314.1K | 0.03% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 2,968 | $314.4K | 0.16% | −50−1.7% | Reduced |
| Financial Advisory Service, Inc. | 2,987 | $316.4K | 0.03% | +1,029+52.6% | Added |
| Constitution Capital LLC | 3,000 | $317.8K | 0.22% | 00.0% | Unchanged |
| Ar Asset Management Inc | 3,000 | $318.0K | 0.09% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 3,000 | $318.0K | 0.05% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,004 | $318.2K | 0.05% | −996−24.9% | Reduced |
| REDW Wealth LLC | 3,005 | $318.3K | 0.10% | 00.0% | Unchanged |
| Aries Wealth Management | 2,930 | $318.5K | 0.12% | +22+0.8% | Added |
| Truepoint, Inc. | 3,020 | $319.9K | 0.01% | +3,020 | New |
| Hoxton Planning & Management, LLC | 3,040 | $322.0K | 0.21% | +83+2.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,042 | $322.2K | 0.03% | +585+23.8% | Added |
| Core Wealth Partners LLC | 3,042 | $322.2K | 0.29% | −198−6.1% | Reduced |
| Wick Capital Partners, LLC | 3,043 | $322.3K | 0.18% | +1,362+81.0% | Added |
| Beacon Financial Advisory LLC | 3,051 | $323.2K | 0.18% | +28+0.9% | Added |
| Tilson Financial Group, Inc. | 3,060 | $324.0K | 0.25% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,092 | $327.5K | 0.04% | +57+1.9% | Added |
| First Citizens Financial Corp | 3,100 | $328.4K | 0.23% | +700+29.2% | Added |
| Washburn Capital Management, Inc. | 3,105 | $328.9K | 0.28% | +3,105 | New |
| Brendel Financial Advisors LLC | 3,110 | $329.0K | 0.49% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 3,115 | $329.9K | 0.24% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 3,115 | $329.9K | 0.11% | +258+9.0% | Added |
| Kapitalo Investimentos Ltda | 3,123 | $330.8K | 0.05% | +3,123 | New |
| KLCM Advisors, Inc. | 3,128 | $331.3K | 0.06% | −797−20.3% | Reduced |
| CGC Financial Services, LLC | 3,131 | $331.6K | 0.23% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,132 | $331.7K | 0.04% | +3,132 | New |
| Noesis Capital Mangement Corp | 3,149 | $333.5K | 0.09% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 3,150 | $333.6K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 3,150 | $333.6K | 0.05% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,151 | $333.7K | 0.05% | −114−3.5% | Reduced |
| Sovereign Financial Group, Inc. | 3,154 | $334.1K | 0.12% | −2,144−40.5% | Reduced |
| Southland Equity Partners LLC | 3,154 | $334.1K | 0.11% | −66−2.0% | Reduced |
| Burt Wealth Advisors | 3,156 | $334.3K | 0.10% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 3,160 | $334.7K | 0.07% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,162 | $334.9K | 0.09% | +69+2.2% | Added |
| Paulson Wealth Management Inc. | 3,164 | $335.1K | 0.12% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,164 | $335.1K | 0.06% | +147+4.9% | Added |
| Wrapmanager Inc | 3,175 | $336.3K | 0.11% | +3,175 | New |
| Atlas Wealth LLC | 3,182 | $337.0K | 0.06% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 3,196 | $338.6K | 0.24% | +6+0.2% | Added |
| Stone Point Wealth LLC | 3,206 | $339.6K | 0.15% | +606+23.3% | Added |
| Invst, LLC | 3,213 | $340.3K | 0.05% | +81+2.6% | Added |
| Smith Anglin Financial, LLC | 3,216 | $340.6K | 0.04% | +110+3.5% | Added |