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 |
|---|---|---|---|---|---|
| Azimuth Capital Investment Management LLC | 20,995 | $2.22M | 0.11% | −660−3.0% | Reduced |
| Hills Bank & Trust Co | 20,916 | $2.22M | 0.26% | +746+3.7% | Added |
| Proficio Capital Partners LLC | 20,904 | $2.21M | 0.30% | +19+0.1% | Added |
| Berkshire Asset Management LLC | 20,901 | $2.21M | 0.14% | −86−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 20,845 | $2.21M | 0.40% | +381+1.9% | Added |
| Washington Trust Bank | 20,754 | $2.20M | 0.23% | +15+0.1% | Added |
| Essex Financial Services, Inc. | 20,622 | $2.18M | 0.25% | +141+0.7% | Added |
| Chickasaw Capital Management LLC | 20,607 | $2.18M | 0.12% | −155−0.7% | Reduced |
| Optimum Investment Advisors | 20,519 | $2.17M | 1.11% | +326+1.6% | Added |
| Boston Family Office LLC | 20,483 | $2.17M | 0.18% | +2,067+11.2% | Added |
| DFPG Investments, LLC | 19,338 | $2.17M | 0.20% | −3,507−15.4% | Reduced |
| Patton Fund Management, Inc. | 20,460 | $2.17M | 0.59% | −13,918−40.5% | Reduced |
| Davis R M Inc | 20,446 | $2.17M | 0.05% | −118−0.6% | Reduced |
| IMC-Chicago, LLC | 20,448 | $2.17M | 0.14% | +2,722+15.4% | Added |
| Empower Advisory Group, LLC | 20,406 | $2.16M | 0.01% | −626−3.0% | Reduced |
| Bridges Investment Management Inc | 20,199 | $2.14M | 0.08% | 00.0% | Unchanged |
| McAdam, LLC | 20,155 | $2.13M | 0.18% | +392+2.0% | Added |
| City Holding Co | 20,144 | $2.13M | 0.38% | +2,064+11.4% | Added |
| Perigon Wealth Management, LLC | 20,128 | $2.13M | 0.09% | +122+0.6% | Added |
| Panagora Asset Management Inc | 20,100 | $2.13M | 0.01% | −8,854−30.6% | Reduced |
| Meridian Wealth Management, LLC | 20,051 | $2.12M | 0.13% | +534+2.7% | Added |
| Arjuna Capital | 20,048 | $2.12M | 0.76% | +50+0.3% | Added |
| Legacy Trust | 20,040 | $2.12M | 0.62% | +40.0% | Added |
| Agate Pass Investment Management, LLC | 20,017 | $2.12M | 1.44% | +7,438+59.1% | Added |
| Neo Ivy Capital Management | 20,016 | $2.12M | 0.93% | +19,137+2,177.1% | Added |
| Gunderson Capital Management Inc. | 19,998 | $2.12M | 1.44% | −864−4.1% | Reduced |
| Abacus Wealth Partners, LLC | 19,966 | $2.11M | 0.65% | −1,844−8.5% | Reduced |
| Hudson Portfolio Management LLC | 19,945 | $2.11M | 2.40% | −324−1.6% | Reduced |
| Kinsale Capital Group, Inc. | 19,897 | $2.11M | 1.20% | +6,948+53.7% | Added |
| Breakwater Capital Group | 19,856 | $2.10M | 0.72% | +460+2.4% | Added |
| Castellan Group, LLC | 19,762 | $2.09M | 1.47% | −59−0.3% | Reduced |
| North Star Asset Management Inc | 19,576 | $2.07M | 0.12% | 00.0% | Unchanged |
| CenterBook Partners LP | 19,558 | $2.07M | 0.26% | +19,558 | New |
| Sanders Morris Harris LLC | 19,460 | $2.07M | 0.42% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 19,412 | $2.06M | 0.09% | +19,412 | New |
| Pitcairn Co | 19,384 | $2.05M | 0.17% | +1,252+6.9% | Added |
| Compton Wealth Advisory Group, LLC | 19,382 | $2.05M | 0.70% | −165−0.8% | Reduced |
| American National Bank | 19,379 | $2.05M | 0.35% | −84−0.4% | Reduced |
| Cabot Wealth Management Inc | 19,215 | $2.04M | 0.31% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 19,200 | $2.03M | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 19,172 | $2.03M | 0.26% | −514−2.6% | Reduced |
| Westmount Partners, LLC | 19,172 | $2.03M | 0.89% | +54+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 19,089 | $2.02M | 0.18% | −3,400−15.1% | Reduced |
| Wealthspire Advisors, LLC | 19,086 | $2.02M | 0.03% | +8,453+79.5% | Added |
| Triangle Securities Wealth Management | 19,036 | $2.02M | 0.72% | −864−4.3% | Reduced |
| Deltec Asset Management LLC | 19,000 | $2.01M | 0.46% | +19,000 | New |
| Park Avenue Securities LLC | 18,992 | $2.01M | 0.03% | +615+3.3% | Added |
| Geneos Wealth Management Inc. | 18,820 | $1.99M | 0.10% | +399+2.2% | Added |
| Scott & Selber, Inc. | 18,782 | $1.99M | 0.82% | −39−0.2% | Reduced |
| JGP Wealth Management, LLC | 18,748 | $1.99M | 0.33% | +9,190+96.1% | Added |
| Soltis Investment Advisors LLC | 18,725 | $1.98M | 0.26% | −238−1.3% | Reduced |
| WMS Partners, LLC | 18,665 | $1.98M | 0.16% | −485−2.5% | Reduced |
| Autumn Glory Partners, LLC | 18,644 | $1.97M | 1.21% | +3,098+19.9% | Added |
| Field & Main Bank | 18,606 | $1.97M | 0.92% | +7,466+67.0% | Added |
| Brookstone Capital Management | 18,188 | $1.97M | 0.04% | +6,970+62.1% | Added |
| Two Sigma Investments, LP | 18,600 | $1.97M | 0.01% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 18,585 | $1.97M | 0.45% | +494+2.7% | Added |
| V Wealth Advisors LLC | 18,567 | $1.97M | 1.59% | −10,104−35.2% | Reduced |
| Avitas Wealth Management LLC | 18,556 | $1.97M | 0.37% | +3,297+21.6% | Added |
| Nwam LLC | 18,500 | $1.96M | 0.20% | −857−4.4% | Reduced |
| Farmers Trust Co | 18,482 | $1.96M | 0.45% | −15−0.1% | Reduced |
| Insight Inv LLC | 17,998 | $1.95M | 2.16% | −190−1.0% | Reduced |
| Capital Advisors Inc | 18,289 | $1.94M | 0.05% | +862+4.9% | Added |
| Private Wealth Partners, LLC | 18,269 | $1.94M | 0.18% | +2,700+17.3% | Added |
| Syon Capital LLC | 18,261 | $1.93M | 0.24% | +18,261 | New |
| Chicago Capital, LLC | 18,235 | $1.93M | 0.09% | 00.0% | Unchanged |
| Martin & Co Inc | 18,143 | $1.92M | 0.50% | −168−0.9% | Reduced |
| Wedmont Private Capital | 17,412 | $1.92M | 0.19% | +1,400+8.7% | Added |
| XML Financial, LLC | 18,120 | $1.92M | 0.23% | +59+0.3% | Added |
| Investment Partners, Ltd. | 18,076 | $1.91M | 1.01% | +1,924+11.9% | Added |
| Wealthsource Partners, LLC | 18,064 | $1.91M | 0.13% | +62+0.3% | Added |
| Centric Wealth Management | 18,046 | $1.91M | 0.80% | +203+1.1% | Added |
| China Universal Asset Management Co., Ltd. | 18,000 | $1.91M | 0.55% | +2,000+12.5% | Added |
| Stratos Wealth Advisors, LLC | 17,947 | $1.90M | 0.13% | +4,339+31.9% | Added |
| Trust Asset Management LLC | 17,898 | $1.90M | 0.20% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 17,837 | $1.89M | 0.85% | +1,235+7.4% | Added |
| Washington Trust Co | 17,816 | $1.89M | 0.08% | +279+1.6% | Added |
| NewEdge Wealth, LLC | 17,808 | $1.89M | 0.06% | −1,875−9.5% | Reduced |
| Venture Visionary Partners LLC | 17,729 | $1.88M | 0.11% | −334−1.8% | Reduced |
| Pacific Sage Partners, LLC | 17,717 | $1.88M | 0.56% | +10.0% | Added |
| Thomasville National Bank | 17,591 | $1.86M | 0.18% | −378−2.1% | Reduced |
| Monticello Wealth Management, LLC | 17,466 | $1.85M | 0.18% | +856+5.2% | Added |
| Wilson & Boucher Capital Management, LLC | 17,440 | $1.85M | 1.76% | −100−0.6% | Reduced |
| Duff & Phelps Investment Management Co | 17,403 | $1.84M | 0.02% | +494+2.9% | Added |
| Ibex Wealth Advisors | 17,356 | $1.84M | 0.47% | +17,356 | New |
| Arbor Trust Wealth Advisors, LLC | 17,331 | $1.84M | 1.21% | −380−2.1% | Reduced |
| Spire Wealth Management | 17,291 | $1.83M | 0.07% | +1,453+9.2% | Added |
| David Loasby | 17,100 | $1.83M | 0.20% | +1,019+6.3% | Added |
| Q3 Asset Management | 17,281 | $1.83M | 0.73% | +17,281 | New |
| Lindbrook Capital, LLC | 17,166 | $1.82M | 0.20% | −335−1.9% | Reduced |
| Altman Advisors, Inc. | 17,046 | $1.81M | 1.13% | +17,046 | New |
| Sowell Financial Services LLC | 17,026 | $1.80M | 0.11% | +2,112+14.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.80M | 0.68% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 16,933 | $1.79M | 0.51% | +2,240+15.2% | Added |
| Heritage Wealth Advisors | 16,886 | $1.79M | 0.10% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 16,878 | $1.79M | 0.22% | −1,178−6.5% | Reduced |
| Summit Financial, LLC | 16,874 | $1.79M | 0.13% | −627−3.6% | Reduced |
| Cable Hill Partners, LLC | 16,748 | $1.77M | 0.24% | +733+4.6% | Added |
| GSB Wealth Management, LLC | 16,740 | $1.77M | 0.59% | +51+0.3% | Added |
| Viewpoint Capital Management LLC | 16,710 | $1.77M | 1.41% | 00.0% | Unchanged |