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 |
|---|---|---|---|---|---|
| BTC Capital Management, Inc. | 7,650 | $810.3K | 0.09% | +3,152+70.1% | Added |
| S.A. Mason LLC | 7,615 | $806.6K | 0.58% | +8+0.1% | Added |
| Csenge Advisory Group | 7,577 | $802.5K | 0.05% | −715−8.6% | Reduced |
| Columbia Asset Management | 7,550 | $800.0K | 0.18% | −150−1.9% | Reduced |
| RDA Financial Network | 7,527 | $797.2K | 0.35% | +303+4.2% | Added |
| Plante Moran Financial Advisors, LLC | 7,522 | $796.7K | 0.10% | +46+0.6% | Added |
| Richard W. Paul & Associates, LLC | 7,514 | $795.8K | 0.36% | −1,156−13.3% | Reduced |
| Cookson Peirce & Co Inc | 7,496 | $794.0K | 0.05% | −126−1.7% | Reduced |
| McMorgan & Co LLC | 7,489 | $793.3K | 0.15% | 00.0% | Unchanged |
| Northeast Investment Management | 7,485 | $792.8K | 0.05% | 00.0% | Unchanged |
| Bath Savings Trust Co | 7,485 | $792.8K | 0.10% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 7,477 | $792.0K | 0.29% | +210+2.9% | Added |
| Options Solutions, LLC | 7,477 | $792.0K | 0.91% | +5,905+375.6% | Added |
| Bessemer Securities LLC | 7,439 | $788.0K | 1.09% | −4,861−39.5% | Reduced |
| Machina Capital S.A.S. | 7,437 | $787.7K | 0.44% | +7,437 | New |
| Beaton Management Co. Inc. | 7,369 | $781.0K | 0.51% | +39+0.5% | Added |
| Mechanics Financial Corp | 7,359 | $779.5K | 0.43% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 7,446 | $778.3K | 0.08% | +183+2.5% | Added |
| Tranquilli Financial Advisor LLC | 7,343 | $777.8K | 0.56% | −541−6.9% | Reduced |
| FSM Wealth Advisors, LLC | 7,337 | $777.2K | 0.39% | −257−3.4% | Reduced |
| Capital Asset Advisory Services LLC | 7,088 | $777.2K | 0.05% | +80+1.1% | Added |
| Sompo Asset Management Co., Ltd. | 7,300 | $773.2K | 0.17% | +2,410+49.3% | Added |
| Motco | 7,298 | $773.0K | 0.05% | +850+13.2% | Added |
| Mayflower Financial Advisors, LLC | 7,292 | $772.3K | 0.12% | +21+0.3% | Added |
| Gabelli Funds LLC | 7,286 | $771.7K | 0.01% | +740+11.3% | Added |
| Belpointe Asset Management LLC | 7,281 | $771.2K | 0.08% | −1,301−15.2% | Reduced |
| Stableford Capital II LLC | 7,677 | $770.8K | 0.36% | +679+9.7% | Added |
| Barton Investment Management | 7,275 | $770.6K | 0.12% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7,266 | $769.6K | 0.13% | −1,136−13.5% | Reduced |
| Nemes Rush Group LLC | 7,248 | $767.7K | 0.14% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 7,237 | $766.5K | 0.26% | +998+16.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 7,216 | $764.4K | 0.26% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 7,192 | $761.8K | 0.06% | +273+3.9% | Added |
| Abacus Planning Group, Inc. | 7,166 | $759.0K | 0.18% | 00.0% | Unchanged |
| Leisure Capital Management | 7,150 | $757.3K | 0.44% | −131−1.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,146 | $756.9K | 0.03% | +100+1.4% | Added |
| First Command Advisory Services, Inc. | 7,134 | $755.6K | 0.01% | +7,134 | New |
| Schwerin Boyle Capital Management Inc | 7,124 | $754.6K | 0.09% | 00.0% | Unchanged |
| Dover Advisors, LLC | 7,119 | $754.0K | 0.76% | −20−0.3% | Reduced |
| Magnus Financial Group LLC | 7,111 | $753.2K | 0.11% | −58−0.8% | Reduced |
| Occudo Quantitative Strategies LP | 7,111 | $753.2K | 0.10% | +7,111 | New |
| Intellectus Partners, LLC | 7,084 | $750.4K | 0.24% | +368+5.5% | Added |
| Schrum Private Wealth Management LLC | 7,082 | $750.3K | 0.86% | +20.0% | Added |
| Everhart Financial Group, Inc. | 7,067 | $748.5K | 0.32% | +472+7.2% | Added |
| CNB Bank | 7,048 | $746.5K | 0.44% | +1,031+17.1% | Added |
| Berger Financial Group, Inc | 7,014 | $742.9K | 0.09% | +495+7.6% | Added |
| TBH Global Asset Management, LLC | 7,012 | $742.7K | 0.14% | +1,060+17.8% | Added |
| Forte Capital LLC | 6,993 | $740.7K | 0.11% | +30.0% | Added |
| Summit Global Investments | 6,983 | $740.0K | 0.05% | −604−8.0% | Reduced |
| Landmark Wealth Management, LLC | 6,975 | $739.0K | 0.42% | −6−0.1% | Reduced |
| Avestar Capital, LLC | 6,975 | $738.8K | 0.11% | +343+5.2% | Added |
| Donaldson Capital Management, LLC | 6,972 | $738.5K | 0.03% | −149−2.1% | Reduced |
| Guardian Wealth Advisors, LLC | 6,945 | $735.6K | 0.13% | +3,400+95.9% | Added |
| Garde Capital, Inc. | 6,937 | $735.0K | 0.06% | +40+0.6% | Added |
| Arcataur Capital Management LLC | 6,929 | $733.9K | 0.31% | 00.0% | Unchanged |
| Laraway Financial Inc | 6,909 | $731.8K | 0.76% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 6,895 | $730.3K | 0.47% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 6,894 | $730.0K | 0.12% | +112+1.7% | Added |
| Howard Capital Management Group, LLC | 6,880 | $728.7K | 0.07% | +125+1.9% | Added |
| Prescott Group Capital Management, L.L.C. | 6,862 | $727.0K | 0.16% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 6,698 | $725.8K | 0.39% | +8+0.1% | Added |
| Beese Fulmer Investment Management, Inc. | 6,844 | $724.9K | 0.08% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 6,840 | $724.5K | 0.17% | 00.0% | Unchanged |
| Lee Financial Co | 6,831 | $723.5K | 0.13% | +34+0.5% | Added |
| Armbruster Capital Management, Inc. | 6,831 | $723.5K | 0.18% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 6,827 | $723.1K | 0.43% | +4,067+147.4% | Added |
| Norwood Financial Corp | 6,775 | $717.6K | 1.16% | −680−9.1% | Reduced |
| Sabal Trust CO | 6,773 | $717.4K | 0.05% | −37−0.5% | Reduced |
| Massmutual Trust Co FSB | 6,773 | $717.4K | 0.03% | +810+13.6% | Added |
| Thrive Wealth Management, LLC | 6,766 | $716.6K | 0.19% | −24−0.4% | Reduced |
| Rockland Trust Co | 6,751 | $715.1K | 0.04% | −93−1.4% | Reduced |
| Old Point Trust & Financial Services N A | 6,718 | $711.6K | 0.32% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 6,712 | $710.9K | 0.11% | 00.0% | Unchanged |
| Plancorp, LLC | 6,709 | $710.6K | 0.04% | +1,439+27.3% | Added |
| Beach Investment Counsel Inc | 6,700 | $710.0K | 0.09% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 6,695 | $709.1K | 0.23% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 6,643 | $703.6K | 0.16% | −46−0.7% | Reduced |
| Rbo & Co LLC | 6,600 | $699.1K | 0.13% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 6,584 | $697.0K | 0.30% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 6,577 | $696.6K | 0.55% | +22+0.3% | Added |
| McLean Asset Management Corp | 6,348 | $696.4K | 0.29% | −218−3.3% | Reduced |
| Radnor Capital Management, LLC | 6,573 | $696.0K | 0.14% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 6,529 | $691.6K | 0.21% | +282+4.5% | Added |
| Key Financial Inc | 6,520 | $690.6K | 0.23% | 00.0% | Unchanged |
| Hoylecohen, LLC | 6,520 | $690.6K | 0.06% | +123+1.9% | Added |
| Warren Averett Asset Management, LLC | 6,510 | $689.6K | 0.03% | +34+0.5% | Added |
| Gemmer Asset Management LLC | 6,509 | $689.5K | 0.09% | +9+0.1% | Added |
| Clarkston Capital Partners, LLC | 6,501 | $688.6K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 6,485 | $686.9K | 0.34% | +6,406+8,108.9% | Added |
| Stockman Wealth Management, Inc. | 6,474 | $685.7K | 0.15% | −2,056−24.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,461 | $684.4K | 0.46% | +104+1.6% | Added |
| Ascent Wealth Partners, LLC | 6,446 | $682.8K | 0.13% | +602+10.3% | Added |
| Hilltop Holdings Inc. | 6,430 | $681.0K | 0.08% | −1,780−21.7% | Reduced |
| Confluence Wealth Services, Inc. | 6,428 | $680.8K | 0.13% | −77−1.2% | Reduced |
| Richwood Investment Advisors, LLC | 6,421 | $680.1K | 0.69% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 6,417 | $680.0K | 0.10% | +1,306+25.6% | Added |
| Drive Wealth Management, LLC | 6,405 | $678.4K | 0.25% | +365+6.0% | Added |
| Aviance Capital Partners, LLC | 6,402 | $678.1K | 0.15% | −387−5.7% | Reduced |
| Legacy Capital Group California, Inc. | 6,396 | $677.5K | 0.29% | +402+6.7% | Added |
| Renaissance Group LLC | 6,376 | $675.3K | 0.03% | −1,184−15.7% | Reduced |