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 |
|---|---|---|---|---|---|
| RB Capital Management, LLC | 6,372 | $674.9K | 0.22% | −321−4.8% | Reduced |
| Fca Corp | 6,340 | $671.5K | 0.25% | 00.0% | Unchanged |
| Consolidated Planning Corp | 6,322 | $669.6K | 0.15% | +1,605+34.0% | Added |
| Northstar Group, Inc. | 6,302 | $667.5K | 0.16% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 6,296 | $666.9K | 0.20% | +1,104+21.3% | Added |
| Plotkin Financial Advisors, LLC | 6,275 | $664.6K | 0.59% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 6,255 | $662.6K | 0.40% | +14+0.2% | Added |
| BIP Wealth, LLC | 6,246 | $661.6K | 0.06% | +2,894+86.3% | Added |
| Insight 2811, Inc. | 6,208 | $657.6K | 0.37% | −22−0.4% | Reduced |
| Poplar Forest Capital LLC | 6,188 | $655.4K | 0.08% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 6,163 | $652.8K | 0.06% | +2,745+80.3% | Added |
| RAM Investment Partners, LLC | 6,162 | $652.7K | 0.28% | +1,712+38.5% | Added |
| Symphony Financial, Ltd. Co. | 6,125 | $652.1K | 0.16% | −198−3.1% | Reduced |
| HF Advisory Group, LLC | 5,958 | $651.4K | 0.48% | +1,224+25.9% | Added |
| Ellevest, Inc. | 6,118 | $648.0K | 0.05% | +189+3.2% | Added |
| Arkadios Wealth Advisors | 6,117 | $647.9K | 0.06% | +319+5.5% | Added |
| Compagnie Lombard Odier SCmA | 6,111 | $647.3K | 0.01% | −2,653−30.3% | Reduced |
| MCF Advisors LLC | 6,111 | $647.3K | 0.06% | −374−5.8% | Reduced |
| Heritage Investment Group, Inc. | 6,113 | $647.0K | 0.18% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 6,100 | $646.1K | 0.05% | +68+1.1% | Added |
| Aletheian Wealth Advisors LLC | 6,089 | $644.9K | 0.49% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,081 | $644.1K | 0.12% | −3,284−35.1% | Reduced |
| Everett Harris & Co | 6,069 | $642.8K | 0.01% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 6,042 | $639.9K | 0.08% | −1,606−21.0% | Reduced |
| Landaas & Co | 6,029 | $639.0K | 0.28% | −263−4.2% | Reduced |
| CWA Asset Management Group, LLC | 6,013 | $636.9K | 0.05% | +912+17.9% | Added |
| Wealth Effects LLC | 6,005 | $636.0K | 0.31% | +190+3.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 6,000 | $635.5K | 0.11% | −29,522−83.1% | Reduced |
| Hanseatic Management Services Inc | 5,999 | $635.4K | 1.18% | +37+0.6% | Added |
| Goelzer Investment Management, Inc. | 5,992 | $634.7K | 0.04% | −93−1.5% | Reduced |
| KG&L Capital Management,LLC | 5,982 | $633.6K | 0.31% | +2,937+96.5% | Added |
| Driehaus Capital Management LLC | 5,976 | $633.0K | 0.01% | +2,130+55.4% | Added |
| Strategy Asset Managers LLC | 5,971 | $632.4K | 0.17% | +5,971 | New |
| Sitrin Capital Management LLC | 5,961 | $631.4K | 0.39% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 5,930 | $628.0K | 0.10% | −100−1.7% | Reduced |
| Ballast Advisors LLC | 5,895 | $624.4K | 0.25% | −28−0.5% | Reduced |
| Sippican Capital Advisors | 5,878 | $622.6K | 0.57% | −105−1.8% | Reduced |
| SignalPoint Asset Management, LLC | 5,872 | $622.0K | 0.20% | −40−0.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 5,863 | $621.0K | 0.25% | +5,574+1,928.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 5,850 | $619.6K | 0.21% | −260−4.3% | Reduced |
| Wharton Business Group, LLC | 5,833 | $618.0K | 0.03% | 00.0% | Unchanged |
| True North Advisors, LLC | 5,833 | $617.8K | 0.19% | −10.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,808 | $616.0K | 0.08% | −779−11.8% | Reduced |
| Novare Capital Management LLC | 5,798 | $614.1K | 0.07% | −295−4.8% | Reduced |
| Financial Partners Group, Inc | 5,473 | $614.0K | 0.13% | +5+0.1% | Added |
| Becker Capital Management Inc | 5,791 | $613.4K | 0.02% | −129−2.2% | Reduced |
| DeDora Capital, Inc. | 5,791 | $613.4K | 0.24% | +10.0% | Added |
| LVM Capital Management Ltd | 5,786 | $613.0K | 0.09% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,775 | $612.0K | 0.16% | +255+4.6% | Added |
| Avalon Trust Co | 5,776 | $611.8K | 0.06% | −500−8.0% | Reduced |
| Icon Wealth Partners, LLC | 5,761 | $610.2K | 0.07% | −8,406−59.3% | Reduced |
| Davidson Trust Co | 5,755 | $609.6K | 0.45% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 5,747 | $608.7K | 0.12% | +764+15.3% | Added |
| Vicus Capital | 5,727 | $606.6K | 0.06% | +5,727 | New |
| Sand Hill Global Advisors, LLC | 5,722 | $606.0K | 0.03% | −158−2.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,709 | $604.7K | 0.31% | +5,709 | New |
| Private Ocean, LLC | 5,696 | $603.3K | 0.08% | 00.0% | Unchanged |
| Allstate Corp | 5,694 | $603.1K | 0.04% | 00.0% | Unchanged |
| Exchange Bank | 5,673 | $600.9K | 0.58% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 5,668 | $600.4K | 0.28% | +938+19.8% | Added |
| FNY Investment Advisers, LLC | 5,666 | $600.0K | 0.36% | +5,263+1,306.0% | Added |
| Walker Asset Management, LLC | 5,649 | $598.4K | 0.53% | +6+0.1% | Added |
| Bordeaux Wealth Advisors LLC | 5,639 | $597.3K | 0.24% | −412−6.8% | Reduced |
| Gladius Capital Management LP | 5,638 | $597.2K | 0.17% | +5,638 | New |
| Keystone Financial Group | 5,636 | $597.0K | 0.10% | −870−13.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,614 | $594.6K | 0.48% | −1,586−22.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,587 | $591.8K | 0.21% | +67+1.2% | Added |
| 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 |
| Greatmark Investment Partners, Inc. | 5,570 | $590.0K | 0.10% | −220−3.8% | Reduced |
| StrategIQ Financial Group, LLC | 5,568 | $589.8K | 0.07% | +205+3.8% | Added |
| Stewart & Patten Co LLC | 5,562 | $589.1K | 0.10% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,553 | $588.2K | 0.04% | +1,165+26.5% | Added |
| MBL Wealth, LLC | 5,551 | $588.0K | 0.08% | −16−0.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 5,520 | $584.7K | 0.02% | −1,130−17.0% | Reduced |
| Mirador Capital Partners LP | 5,520 | $584.7K | 0.13% | −36−0.6% | Reduced |
| Delta Asset Management LLC | 5,519 | $584.6K | 0.06% | −50−0.9% | Reduced |
| Gryphon Financial Partners LLC | 5,512 | $583.8K | 0.14% | −8−0.1% | Reduced |
| Childress Capital Advisors, LLC | 5,510 | $583.6K | 0.19% | +5,510 | New |
| Astoria Portfolio Advisors LLC. | 5,804 | $582.8K | 0.28% | +1,543+36.2% | Added |
| Creative Financial Designs Inc | 5,491 | $581.6K | 0.07% | +723+15.2% | Added |
| LCNB Corp | 5,490 | $581.5K | 0.26% | −375−6.4% | Reduced |
| Fort Point Capital Partners LLC | 5,466 | $579.0K | 0.09% | −3−0.1% | Reduced |
| Empire Financial Management Company, LLC | 5,466 | $579.0K | 0.25% | +114+2.1% | Added |
| Financial Security Advisor, Inc. | 5,421 | $574.2K | 0.26% | +5,421 | New |
| Charter Trust Co | 5,408 | $572.8K | 0.05% | −426−7.3% | Reduced |
| Baker Ellis Asset Management LLC | 5,404 | $572.4K | 0.10% | −468−8.0% | Reduced |
| SNS Financial Group, LLC | 5,399 | $571.9K | 0.08% | +49+0.9% | Added |
| Inscription Capital, LLC | 5,368 | $568.6K | 0.19% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 5,228 | $566.4K | 0.77% | −90−1.7% | Reduced |
| Red Door Wealth Management, LLC | 5,342 | $565.8K | 0.14% | −907−14.5% | Reduced |
| Allegheny Financial Group LTD | 5,329 | $564.5K | 0.21% | +650+13.9% | Added |
| Farmers National Bank | 5,323 | $563.8K | 0.20% | −207−3.7% | Reduced |
| Cornercap Investment Counsel Inc | 5,313 | $562.8K | 0.10% | −160−2.9% | Reduced |
| Silicon Valley Capital Partners | 5,303 | $561.7K | 0.11% | +16+0.3% | Added |
| Southern Capital Advisors, LLC | 5,301 | $561.5K | 0.47% | +18+0.3% | Added |
| Alhambra Investment Partners LLC | 5,300 | $561.4K | 0.37% | −200−3.6% | Reduced |
| NVWM, LLC | 5,298 | $561.2K | 0.18% | +5,132+3,091.6% | Added |
| ORG Partners LLC | 5,296 | $561.1K | 0.17% | −617−10.4% | Reduced |
| BLB&B Advisors, LLC | 5,296 | $561.0K | 0.04% | +390+7.9% | Added |