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 |
|---|---|---|---|---|---|
| Norris Perne & French LLP | 5,030 | $532.8K | 0.05% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,031 | $532.9K | 0.30% | +28+0.6% | Added |
| Cypress Wealth Services, LLC | 5,032 | $533.0K | 0.15% | +159+3.3% | Added |
| Lodestar Private Asset Management LLC | 5,036 | $533.4K | 0.09% | +63+1.3% | Added |
| Catalyst Financial Partners LLC | 5,036 | $533.4K | 0.17% | +490+10.8% | Added |
| TRUE Private Wealth Advisors | 5,040 | $533.9K | 0.07% | +563+12.6% | Added |
| NTV Asset Management LLC | 5,042 | $534.0K | 0.10% | 00.0% | Unchanged |
| Hoey Investments, Inc | 5,043 | $534.2K | 0.18% | −198−3.8% | Reduced |
| Keel Point, LLC | 5,045 | $534.4K | 0.07% | +79+1.6% | Added |
| Shorepoint Capital Partners LLC | 5,060 | $536.0K | 0.16% | −7,160−58.6% | Reduced |
| Claret Asset Management Corp | 5,057 | $536.0K | 0.11% | −714−12.4% | Reduced |
| Seed Wealth Management, Inc. | 5,062 | $536.2K | 0.60% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 4,701 | $536.6K | 0.13% | +2,303+96.0% | Added |
| Sweet Financial Partners, LLC | 5,093 | $539.4K | 0.14% | −195−3.7% | Reduced |
| Orser Capital Management, LLC | 5,094 | $539.6K | 0.54% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,112 | $541.0K | 0.07% | +126+2.5% | Added |
| Waterfront Wealth Inc. | 5,197 | $541.0K | 0.18% | −1,347−20.6% | Reduced |
| NewSquare Capital LLC | 5,114 | $541.7K | 0.06% | +5,084+16,946.7% | Added |
| Optas, LLC | 5,137 | $544.1K | 0.18% | +106+2.1% | Added |
| Garrett Investment Advisors LLC | 5,165 | $547.1K | 0.07% | +1,586+44.3% | Added |
| Triton Wealth Management, PLLC | 5,040 | $547.5K | 0.37% | −106−2.1% | Reduced |
| Addison Advisors LLC | 5,172 | $547.8K | 0.25% | +39+0.8% | Added |
| Trust Co | 5,180 | $548.7K | 0.09% | −3,852−42.6% | Reduced |
| Wellington Shields & Co., LLC | 5,185 | $549.2K | 0.14% | −57−1.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,187 | $549.4K | 0.12% | +4+0.1% | Added |
| Charter Research & Investment Group, Inc. | 5,190 | $549.8K | 0.49% | −900−14.8% | Reduced |
| Shayne & Co., LLC | 5,202 | $551.0K | 0.18% | −12,336−70.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 5,213 | $552.1K | 0.08% | +83+1.6% | Added |
| Integrated Investment Consultants, LLC | 5,229 | $553.8K | 0.20% | −1,131−17.8% | Reduced |
| Archford Capital Strategies, LLC | 5,243 | $555.3K | 0.11% | −534−9.2% | Reduced |
| TFB Advisors LLC | 5,244 | $555.4K | 0.68% | +137+2.7% | Added |
| Hazlett, Burt & Watson, Inc. | 5,254 | $556.0K | 0.41% | +10.0% | Added |
| LGL Partners, LLC | 5,252 | $556.3K | 0.10% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 5,261 | $557.2K | 0.25% | +7+0.1% | Added |
| Essex Savings Bank | 5,265 | $557.7K | 0.19% | −13−0.2% | Reduced |
| BLB&B Advisors, LLC | 5,296 | $561.0K | 0.04% | +390+7.9% | Added |
| ORG Partners LLC | 5,296 | $561.1K | 0.17% | −617−10.4% | Reduced |
| NVWM, LLC | 5,298 | $561.2K | 0.18% | +5,132+3,091.6% | Added |
| Alhambra Investment Partners LLC | 5,300 | $561.4K | 0.37% | −200−3.6% | Reduced |
| Southern Capital Advisors, LLC | 5,301 | $561.5K | 0.47% | +18+0.3% | Added |
| Silicon Valley Capital Partners | 5,303 | $561.7K | 0.11% | +16+0.3% | Added |
| Cornercap Investment Counsel Inc | 5,313 | $562.8K | 0.10% | −160−2.9% | Reduced |
| Farmers National Bank | 5,323 | $563.8K | 0.20% | −207−3.7% | Reduced |
| Allegheny Financial Group LTD | 5,329 | $564.5K | 0.21% | +650+13.9% | Added |
| Red Door Wealth Management, LLC | 5,342 | $565.8K | 0.14% | −907−14.5% | Reduced |
| Phillips Wealth Planners LLC | 5,228 | $566.4K | 0.77% | −90−1.7% | Reduced |
| Inscription Capital, LLC | 5,368 | $568.6K | 0.19% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 5,399 | $571.9K | 0.08% | +49+0.9% | Added |
| Baker Ellis Asset Management LLC | 5,404 | $572.4K | 0.10% | −468−8.0% | Reduced |
| Charter Trust Co | 5,408 | $572.8K | 0.05% | −426−7.3% | Reduced |
| Financial Security Advisor, Inc. | 5,421 | $574.2K | 0.26% | +5,421 | New |
| Empire Financial Management Company, LLC | 5,466 | $579.0K | 0.25% | +114+2.1% | Added |
| Fort Point Capital Partners LLC | 5,466 | $579.0K | 0.09% | −3−0.1% | Reduced |
| LCNB Corp | 5,490 | $581.5K | 0.26% | −375−6.4% | Reduced |
| Creative Financial Designs Inc | 5,491 | $581.6K | 0.07% | +723+15.2% | Added |
| Astoria Portfolio Advisors LLC. | 5,804 | $582.8K | 0.28% | +1,543+36.2% | Added |
| Childress Capital Advisors, LLC | 5,510 | $583.6K | 0.19% | +5,510 | New |
| Gryphon Financial Partners LLC | 5,512 | $583.8K | 0.14% | −8−0.1% | Reduced |
| Delta Asset Management LLC | 5,519 | $584.6K | 0.06% | −50−0.9% | Reduced |
| Mirador Capital Partners LP | 5,520 | $584.7K | 0.13% | −36−0.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 5,520 | $584.7K | 0.02% | −1,130−17.0% | Reduced |
| MBL Wealth, LLC | 5,551 | $588.0K | 0.08% | −16−0.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,553 | $588.2K | 0.04% | +1,165+26.5% | Added |
| Stewart & Patten Co LLC | 5,562 | $589.1K | 0.10% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 5,568 | $589.8K | 0.07% | +205+3.8% | Added |
| Greatmark Investment Partners, Inc. | 5,570 | $590.0K | 0.10% | −220−3.8% | Reduced |
| Brave Asset Management Inc | 5,579 | $590.9K | 0.18% | 00.0% | Unchanged |
| Alesco Advisors LLC | 5,579 | $590.9K | 0.02% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 5,587 | $591.8K | 0.21% | +67+1.2% | Added |
| Burke & Herbert Bank & Trust Co | 5,614 | $594.6K | 0.48% | −1,586−22.0% | Reduced |
| Keystone Financial Group | 5,636 | $597.0K | 0.10% | −870−13.4% | Reduced |
| Gladius Capital Management LP | 5,638 | $597.2K | 0.17% | +5,638 | New |
| Bordeaux Wealth Advisors LLC | 5,639 | $597.3K | 0.24% | −412−6.8% | Reduced |
| Walker Asset Management, LLC | 5,649 | $598.4K | 0.53% | +6+0.1% | Added |
| FNY Investment Advisers, LLC | 5,666 | $600.0K | 0.36% | +5,263+1,306.0% | Added |
| Eagle Bay Advisors LLC | 5,668 | $600.4K | 0.28% | +938+19.8% | Added |
| Exchange Bank | 5,673 | $600.9K | 0.58% | 00.0% | Unchanged |
| Allstate Corp | 5,694 | $603.1K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 5,696 | $603.3K | 0.08% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 5,709 | $604.7K | 0.31% | +5,709 | New |
| Sand Hill Global Advisors, LLC | 5,722 | $606.0K | 0.03% | −158−2.7% | Reduced |
| Vicus Capital | 5,727 | $606.6K | 0.06% | +5,727 | New |
| Octavia Wealth Advisors, LLC | 5,747 | $608.7K | 0.12% | +764+15.3% | Added |
| Davidson Trust Co | 5,755 | $609.6K | 0.45% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 5,761 | $610.2K | 0.07% | −8,406−59.3% | Reduced |
| Avalon Trust Co | 5,776 | $611.8K | 0.06% | −500−8.0% | Reduced |
| OneAscent Financial Services LLC | 5,775 | $612.0K | 0.16% | +255+4.6% | Added |
| LVM Capital Management Ltd | 5,786 | $613.0K | 0.09% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 5,791 | $613.4K | 0.24% | +10.0% | Added |
| Becker Capital Management Inc | 5,791 | $613.4K | 0.02% | −129−2.2% | Reduced |
| Financial Partners Group, Inc | 5,473 | $614.0K | 0.13% | +5+0.1% | Added |
| Novare Capital Management LLC | 5,798 | $614.1K | 0.07% | −295−4.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,808 | $616.0K | 0.08% | −779−11.8% | Reduced |
| True North Advisors, LLC | 5,833 | $617.8K | 0.19% | −10.0% | Reduced |
| Wharton Business Group, LLC | 5,833 | $618.0K | 0.03% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 5,850 | $619.6K | 0.21% | −260−4.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 5,863 | $621.0K | 0.25% | +5,574+1,928.7% | Added |
| SignalPoint Asset Management, LLC | 5,872 | $622.0K | 0.20% | −40−0.7% | Reduced |
| Sippican Capital Advisors | 5,878 | $622.6K | 0.57% | −105−1.8% | Reduced |
| Ballast Advisors LLC | 5,895 | $624.4K | 0.25% | −28−0.5% | Reduced |