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; 3,537 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 | 3,507 | $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 |
|---|---|---|---|---|---|
| Red Tortoise LLC | 4,293 | $454.7K | 0.30% | +13+0.3% | Added |
| Retirement Income Solutions, Inc | 4,301 | $455.6K | 0.13% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 4,305 | $456.0K | 0.31% | −22−0.5% | Reduced |
| Evanson Asset Management, LLC | 4,308 | $456.3K | 0.04% | +45+1.1% | Added |
| Security Financial Services, INC. | 4,310 | $456.5K | 0.13% | −115−2.6% | Reduced |
| Exchange Capital Management, Inc. | 4,321 | $457.7K | 0.09% | −123−2.8% | Reduced |
| Sunbelt Securities, Inc. | 4,323 | $457.9K | 0.06% | +424+10.9% | Added |
| Buckley Wealth Management, LLC | 4,324 | $458.0K | 0.17% | +20.0% | Added |
| Blue Edge Capital, LLC | 4,333 | $459.0K | 0.10% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,348 | $460.5K | 0.15% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 4,357 | $461.5K | 0.16% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,361 | $462.0K | 0.09% | +511+13.3% | Added |
| LifePro Asset Management | 4,376 | $463.5K | 0.38% | +43+1.0% | Added |
| Apexium Financial, LP | 4,378 | $463.7K | 0.05% | −148−3.3% | Reduced |
| Shepherd Financial Partners LLC | 4,380 | $463.8K | 0.07% | +251+6.1% | Added |
| Stevens Capital Management LP | 4,380 | $464.0K | 0.13% | −6,080−58.1% | Reduced |
| Trust Co of Kansas | 4,382 | $464.0K | 0.30% | +35+0.8% | Added |
| Heartwood Wealth Advisors LLC | 4,393 | $465.3K | 0.07% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,396 | $465.6K | 0.14% | −34−0.8% | Reduced |
| Financial Advocates Investment Management | 4,396 | $465.6K | 0.03% | +787+21.8% | Added |
| McGowan Group Asset Management, Inc. | 4,407 | $466.7K | 0.07% | +20.0% | Added |
| Bristol John W & Co Inc | 4,408 | $466.9K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 4,415 | $467.7K | 0.07% | +879+24.9% | Added |
| Ballast, Inc. | 4,422 | $468.4K | 0.19% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 4,426 | $468.8K | 0.10% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 4,412 | $469.8K | 0.56% | −3,522−44.4% | Reduced |
| Affiance Financial, LLC | 4,443 | $470.6K | 0.24% | 00.0% | Unchanged |
| StoneX Group Inc. | 4,444 | $470.7K | 0.05% | −1,230−21.7% | Reduced |
| MEMBERS Trust Co | 4,435 | $470.8K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,447 | $471.0K | 0.02% | −1,540−25.7% | Reduced |
| AFS Financial Group, LLC | 4,451 | $471.4K | 0.32% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,471 | $473.6K | 0.07% | +20.0% | Added |
| CWS Financial Advisors, LLC | 4,480 | $474.5K | 0.19% | −254−5.4% | Reduced |
| Ironwood Financial, llc | 4,484 | $474.9K | 0.13% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 4,482 | $475.0K | 0.19% | −229−4.9% | Reduced |
| Focused Wealth Management, Inc | 4,487 | $475.3K | 0.08% | +543+13.8% | Added |
| Mendel Money Management | 4,495 | $476.1K | 0.26% | +72+1.6% | Added |
| Cardiff Park Advisors, LLC | 4,496 | $476.2K | 0.06% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 4,504 | $477.1K | 0.12% | −31−0.7% | Reduced |
| DGS Capital Management, LLC | 4,507 | $477.3K | 0.23% | +380+9.2% | Added |
| Jaffetilchin Investment Partners, LLC | 4,536 | $480.4K | 0.05% | −10.0% | Reduced |
| First County Bank | 4,539 | $480.8K | 0.25% | −467−9.3% | Reduced |
| Strategic Investment Solutions, Inc. | 4,158 | $481.3K | 0.01% | +4,092+6,200.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,552 | $482.0K | 0.04% | 00.0% | Unchanged |
| Girard Partners Ltd. | 4,553 | $482.3K | 0.05% | −249−5.2% | Reduced |
| Cedar Brook Financial Partners, LLC | 4,555 | $482.5K | 0.13% | +43+1.0% | Added |
| Connecticut Wealth Management, LLC | 4,569 | $483.9K | 0.03% | +1,765+62.9% | Added |
| TrinityPoint Wealth, LLC | 4,572 | $484.3K | 0.10% | −52−1.1% | Reduced |
| Per Stirling Capital Management, LLC. | 4,584 | $485.5K | 0.10% | +3+0.1% | Added |
| Stony Point Wealth Management Inc. | 4,407 | $486.2K | 0.25% | +20+0.5% | Added |
| Alan B. Lancz & Associates, Inc. | 4,594 | $486.6K | 0.55% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 4,598 | $487.0K | 0.54% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,598 | $487.1K | 0.09% | −93−2.0% | Reduced |
| American Planning Services, Inc. | 4,600 | $487.2K | 0.32% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 4,601 | $487.3K | 0.29% | +401+9.5% | Added |
| Occidental Asset Management, LLC | 4,617 | $489.0K | 0.11% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 4,643 | $491.8K | 0.13% | +2,395+106.5% | Added |
| Campion Asset Management LLC | 4,650 | $492.5K | 0.46% | −50−1.1% | Reduced |
| Strait & Sound Wealth Management LLC | 4,651 | $492.6K | 0.42% | +10.0% | Added |
| Magnolia Capital Advisors LLC | 4,850 | $493.0K | 0.47% | +4,850 | New |
| Verity Asset Management, Inc. | 4,658 | $493.4K | 0.36% | −670−12.6% | Reduced |
| International Assets Investment Management, LLC | 4,717 | $493.5K | 0.07% | +147+3.2% | Added |
| Roof Eidam & Maycock | 4,667 | $494.3K | 0.16% | 00.0% | Unchanged |
| Wendell David Associates Inc | 4,703 | $498.0K | 0.06% | +1,000+27.0% | Added |
| Buffington Mohr McNeal | 4,715 | $499.4K | 0.11% | −50−1.0% | Reduced |
| Capital Wealth Planning, LLC | 4,722 | $500.2K | 0.01% | −305−6.1% | Reduced |
| Seven Mile Advisory | 4,734 | $501.4K | 0.53% | −58−1.2% | Reduced |
| Journey Strategic Wealth LLC | 4,776 | $505.9K | 0.02% | −252−5.0% | Reduced |
| Whitener Capital Management, Inc. | 4,783 | $506.6K | 0.20% | −187−3.8% | Reduced |
| Horizon Bancorp Inc | 4,800 | $508.0K | 0.33% | +922+23.8% | Added |
| Riverbridge Partners LLC | 4,800 | $508.4K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $510.0K | 0.42% | – | – |
| Founders Financial Alliance, LLC | 4,819 | $510.5K | 0.22% | −583−10.8% | Reduced |
| GW Henssler & Associates Ltd | 4,834 | $512.0K | 0.03% | −100−2.0% | Reduced |
| Consolidated Portfolio Review Corp | 4,841 | $512.8K | 0.12% | +141+3.0% | Added |
| Investors Asset Management of Georgia Inc | 4,850 | $513.4K | 0.28% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,849 | $513.7K | 0.10% | +119+2.5% | Added |
| AdvisorNet Financial, Inc | 4,862 | $515.0K | 0.05% | −8,242−62.9% | Reduced |
| LJI Wealth Management, LLC | 4,879 | $516.8K | 0.15% | −189,286−97.5% | Reduced |
| Fiducient Advisors LLC | 4,879 | $516.8K | 0.03% | +4,879 | New |
| CoreFirst Bank & Trust | 4,881 | $517.0K | 0.37% | +1,015+26.3% | Added |
| PAX Financial Group, LLC | 4,890 | $517.9K | 0.12% | −20−0.4% | Reduced |
| Apella Capital, LLC | 4,891 | $518.0K | 0.04% | +50+1.0% | Added |
| Fagan Associates, Inc. | 4,898 | $518.8K | 0.13% | +4,898 | New |
| Omers Administration Corp | 4,900 | $519.0K | 0.01% | +4,900 | New |
| Capital Investment Advisory Services, LLC | 4,902 | $519.2K | 0.05% | −36−0.7% | Reduced |
| Parthenon LLC | 4,903 | $519.3K | 0.08% | 00.0% | Unchanged |
| Elevatus Welath Management | 4,906 | $519.7K | 0.47% | +453+10.2% | Added |
| Old Second National Bank of Aurora | 4,910 | $520.1K | 0.16% | −50−1.0% | Reduced |
| Quantum Financial Advisors, LLC | 4,912 | $520.3K | 0.15% | +1,060+27.5% | Added |
| Glen Eagle Advisors, LLC | 4,917 | $520.8K | 0.12% | −140−2.8% | Reduced |
| Aire Advisors, LLC | 4,919 | $521.0K | 0.14% | +674+15.9% | Added |
| UBS Oconnor LLC | 4,926 | $521.8K | 0.01% | +2,933+147.2% | Added |
| 4J Wealth Management LLC | 4,977 | $527.2K | 0.52% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 4,981 | $527.6K | 0.17% | +4,981 | New |
| Stonebridge Financial Planning Group, LLC | 5,000 | $529.6K | 0.34% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 4,990 | $529.9K | 0.08% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,001 | $530.0K | 0.06% | −170−3.3% | Reduced |
| Perennial Investment Advisors, LLC | 5,011 | $530.8K | 0.10% | −354−6.6% | Reduced |
| Fundamentun, LLC | 5,011 | $530.8K | 0.08% | +1,297+34.9% | Added |