Oracle Corp
ORCL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001341439
In the last 90 days, Oracle Corp insiders filed 1 open-market purchase 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 | 3,508 | $177.8B |
| Q4 2025 | 3,780 | $242.8B |
| Q3 2025 | 3,833 | $348.7B |
| Q2 2025 | 3,631 | $271.4B |
| Q1 2025 | 3,260 | $171.9B |
| Q4 2024 | 3,357 | $204.5B |
| Q3 2024 | 3,078 | $206.6B |
| Q2 2024 | 2,927 | $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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 5,265 | $557.7K | 0.19% | −13−0.2% | Reduced |
| Prentice Wealth Management LLC | 5,261 | $557.2K | 0.25% | +7+0.1% | Added |
| LGL Partners, LLC | 5,252 | $556.3K | 0.10% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 5,254 | $556.0K | 0.41% | +10.0% | Added |
| TFB Advisors LLC | 5,244 | $555.4K | 0.68% | +137+2.7% | Added |
| Archford Capital Strategies, LLC | 5,243 | $555.3K | 0.11% | −534−9.2% | Reduced |
| Integrated Investment Consultants, LLC | 5,229 | $553.8K | 0.20% | −1,131−17.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 5,213 | $552.1K | 0.08% | +83+1.6% | Added |
| Shayne & Co., LLC | 5,202 | $551.0K | 0.18% | −12,336−70.3% | Reduced |
| Charter Research & Investment Group, Inc. | 5,190 | $549.8K | 0.49% | −900−14.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,187 | $549.4K | 0.12% | +4+0.1% | Added |
| Wellington Shields & Co., LLC | 5,185 | $549.2K | 0.14% | −57−1.1% | Reduced |
| Trust Co | 5,180 | $548.7K | 0.09% | −3,852−42.6% | Reduced |
| Addison Advisors LLC | 5,172 | $547.8K | 0.25% | +39+0.8% | Added |
| Triton Wealth Management, PLLC | 5,040 | $547.5K | 0.37% | −106−2.1% | Reduced |
| Garrett Investment Advisors LLC | 5,165 | $547.1K | 0.07% | +1,586+44.3% | Added |
| Optas, LLC | 5,137 | $544.1K | 0.18% | +106+2.1% | Added |
| NewSquare Capital LLC | 5,114 | $541.7K | 0.06% | +5,084+16,946.7% | Added |
| Waterfront Wealth Inc. | 5,197 | $541.0K | 0.18% | −1,347−20.6% | Reduced |
| First Heartland Consultants, Inc. | 5,112 | $541.0K | 0.07% | +126+2.5% | Added |
| Orser Capital Management, LLC | 5,094 | $539.6K | 0.54% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 5,093 | $539.4K | 0.14% | −195−3.7% | Reduced |
| Ambassador Advisors, LLC | 4,701 | $536.6K | 0.13% | +2,303+96.0% | Added |
| Seed Wealth Management, Inc. | 5,062 | $536.2K | 0.60% | 00.0% | Unchanged |
| Claret Asset Management Corp | 5,057 | $536.0K | 0.11% | −714−12.4% | Reduced |
| Shorepoint Capital Partners LLC | 5,060 | $536.0K | 0.16% | −7,160−58.6% | Reduced |
| Keel Point, LLC | 5,045 | $534.4K | 0.07% | +79+1.6% | Added |
| Hoey Investments, Inc | 5,043 | $534.2K | 0.18% | −198−3.8% | Reduced |
| NTV Asset Management LLC | 5,042 | $534.0K | 0.10% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 5,040 | $533.9K | 0.07% | +563+12.6% | 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 |
| Cypress Wealth Services, LLC | 5,032 | $533.0K | 0.15% | +159+3.3% | Added |
| Silverlake Wealth Management LLC | 5,031 | $532.9K | 0.30% | +28+0.6% | Added |
| Norris Perne & French LLP | 5,030 | $532.8K | 0.05% | 00.0% | Unchanged |
| Fundamentun, LLC | 5,011 | $530.8K | 0.08% | +1,297+34.9% | Added |
| Perennial Investment Advisors, LLC | 5,011 | $530.8K | 0.10% | −354−6.6% | Reduced |
| Tradition Wealth Management, LLC | 5,001 | $530.0K | 0.06% | −170−3.3% | Reduced |
| C2C Wealth Management, LLC | 4,990 | $529.9K | 0.08% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 5,000 | $529.6K | 0.34% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 4,981 | $527.6K | 0.17% | +4,981 | New |
| 4J Wealth Management LLC | 4,977 | $527.2K | 0.52% | 00.0% | Unchanged |
| UBS Oconnor LLC | 4,926 | $521.8K | 0.01% | +2,933+147.2% | Added |
| Aire Advisors, LLC | 4,919 | $521.0K | 0.14% | +674+15.9% | Added |
| Glen Eagle Advisors, LLC | 4,917 | $520.8K | 0.12% | −140−2.8% | Reduced |
| Quantum Financial Advisors, LLC | 4,912 | $520.3K | 0.15% | +1,060+27.5% | Added |
| Old Second National Bank of Aurora | 4,910 | $520.1K | 0.16% | −50−1.0% | Reduced |
| Elevatus Welath Management | 4,906 | $519.7K | 0.47% | +453+10.2% | Added |
| Parthenon LLC | 4,903 | $519.3K | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,902 | $519.2K | 0.05% | −36−0.7% | Reduced |
| Omers Administration Corp | 4,900 | $519.0K | 0.01% | +4,900 | New |
| Fagan Associates, Inc. | 4,898 | $518.8K | 0.13% | +4,898 | New |
| Apella Capital, LLC | 4,891 | $518.0K | 0.04% | +50+1.0% | Added |
| PAX Financial Group, LLC | 4,890 | $517.9K | 0.12% | −20−0.4% | Reduced |
| CoreFirst Bank & Trust | 4,881 | $517.0K | 0.37% | +1,015+26.3% | Added |
| 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 |
| AdvisorNet Financial, Inc | 4,862 | $515.0K | 0.05% | −8,242−62.9% | Reduced |
| Strategic Advisors LLC | 4,849 | $513.7K | 0.10% | +119+2.5% | Added |
| Investors Asset Management of Georgia Inc | 4,850 | $513.4K | 0.28% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 4,841 | $512.8K | 0.12% | +141+3.0% | Added |
| GW Henssler & Associates Ltd | 4,834 | $512.0K | 0.03% | −100−2.0% | Reduced |
| Founders Financial Alliance, LLC | 4,819 | $510.5K | 0.22% | −583−10.8% | Reduced |
| Byrne Asset Management LLC | – | $510.0K | 0.42% | – | – |
| Riverbridge Partners LLC | 4,800 | $508.4K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 4,800 | $508.0K | 0.33% | +922+23.8% | Added |
| Whitener Capital Management, Inc. | 4,783 | $506.6K | 0.20% | −187−3.8% | Reduced |
| Journey Strategic Wealth LLC | 4,776 | $505.9K | 0.02% | −252−5.0% | Reduced |
| Seven Mile Advisory | 4,734 | $501.4K | 0.53% | −58−1.2% | Reduced |
| Capital Wealth Planning, LLC | 4,722 | $500.2K | 0.01% | −305−6.1% | Reduced |
| Buffington Mohr McNeal | 4,715 | $499.4K | 0.11% | −50−1.0% | Reduced |
| Wendell David Associates Inc | 4,703 | $498.0K | 0.06% | +1,000+27.0% | Added |
| Roof Eidam & Maycock | 4,667 | $494.3K | 0.16% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,717 | $493.5K | 0.07% | +147+3.2% | Added |
| Verity Asset Management, Inc. | 4,658 | $493.4K | 0.36% | −670−12.6% | Reduced |
| Magnolia Capital Advisors LLC | 4,850 | $493.0K | 0.47% | +4,850 | New |
| Strait & Sound Wealth Management LLC | 4,651 | $492.6K | 0.42% | +10.0% | Added |
| Campion Asset Management LLC | 4,650 | $492.5K | 0.46% | −50−1.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,643 | $491.8K | 0.13% | +2,395+106.5% | Added |
| Occidental Asset Management, LLC | 4,617 | $489.0K | 0.11% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 4,601 | $487.3K | 0.29% | +401+9.5% | Added |
| American Planning Services, Inc. | 4,600 | $487.2K | 0.32% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,598 | $487.1K | 0.09% | −93−2.0% | Reduced |
| Orca Investment Management, LLC | 4,598 | $487.0K | 0.54% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,594 | $486.6K | 0.55% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 4,407 | $486.2K | 0.25% | +20+0.5% | Added |
| Per Stirling Capital Management, LLC. | 4,584 | $485.5K | 0.10% | +3+0.1% | Added |
| TrinityPoint Wealth, LLC | 4,572 | $484.3K | 0.10% | −52−1.1% | Reduced |
| Connecticut Wealth Management, LLC | 4,569 | $483.9K | 0.03% | +1,765+62.9% | Added |
| Cedar Brook Financial Partners, LLC | 4,555 | $482.5K | 0.13% | +43+1.0% | Added |
| Girard Partners Ltd. | 4,553 | $482.3K | 0.05% | −249−5.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,552 | $482.0K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4,158 | $481.3K | 0.01% | +4,092+6,200.0% | Added |
| First County Bank | 4,539 | $480.8K | 0.25% | −467−9.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,536 | $480.4K | 0.05% | −10.0% | Reduced |
| DGS Capital Management, LLC | 4,507 | $477.3K | 0.23% | +380+9.2% | Added |
| Eudaimonia Partners, LLC | 4,504 | $477.1K | 0.12% | −31−0.7% | Reduced |
| Cardiff Park Advisors, LLC | 4,496 | $476.2K | 0.06% | 00.0% | Unchanged |
| Mendel Money Management | 4,495 | $476.1K | 0.26% | +72+1.6% | Added |
| Focused Wealth Management, Inc | 4,487 | $475.3K | 0.08% | +543+13.8% | Added |