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 |
|---|---|---|---|---|---|
| Frisch Financial Group, Inc. | 4,482 | $475.0K | 0.19% | −229−4.9% | Reduced |
| Ironwood Financial, llc | 4,484 | $474.9K | 0.13% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 4,480 | $474.5K | 0.19% | −254−5.4% | Reduced |
| Column Capital Advisors, LLC | 4,471 | $473.6K | 0.07% | +20.0% | Added |
| AFS Financial Group, LLC | 4,451 | $471.4K | 0.32% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,447 | $471.0K | 0.02% | −1,540−25.7% | Reduced |
| MEMBERS Trust Co | 4,435 | $470.8K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 4,444 | $470.7K | 0.05% | −1,230−21.7% | Reduced |
| Affiance Financial, LLC | 4,443 | $470.6K | 0.24% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 4,412 | $469.8K | 0.56% | −3,522−44.4% | Reduced |
| Elk River Wealth Management, LLC | 4,426 | $468.8K | 0.10% | 00.0% | Unchanged |
| Ballast, Inc. | 4,422 | $468.4K | 0.19% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 4,415 | $467.7K | 0.07% | +879+24.9% | Added |
| Bristol John W & Co Inc | 4,408 | $466.9K | 0.01% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 4,407 | $466.7K | 0.07% | +20.0% | Added |
| Financial Advocates Investment Management | 4,396 | $465.6K | 0.03% | +787+21.8% | Added |
| Beverly Hills Private Wealth, LLC | 4,396 | $465.6K | 0.14% | −34−0.8% | Reduced |
| Heartwood Wealth Advisors LLC | 4,393 | $465.3K | 0.07% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,380 | $464.0K | 0.13% | −6,080−58.1% | Reduced |
| Trust Co of Kansas | 4,382 | $464.0K | 0.30% | +35+0.8% | Added |
| Shepherd Financial Partners LLC | 4,380 | $463.8K | 0.07% | +251+6.1% | Added |
| Apexium Financial, LP | 4,378 | $463.7K | 0.05% | −148−3.3% | Reduced |
| LifePro Asset Management | 4,376 | $463.5K | 0.38% | +43+1.0% | Added |
| Personal Cfo Solutions, LLC | 4,361 | $462.0K | 0.09% | +511+13.3% | Added |
| Woodard & Co Asset Management Group Inc | 4,357 | $461.5K | 0.16% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,348 | $460.5K | 0.15% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 4,333 | $459.0K | 0.10% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 4,324 | $458.0K | 0.17% | +20.0% | Added |
| Sunbelt Securities, Inc. | 4,323 | $457.9K | 0.06% | +424+10.9% | Added |
| Exchange Capital Management, Inc. | 4,321 | $457.7K | 0.09% | −123−2.8% | Reduced |
| Security Financial Services, INC. | 4,310 | $456.5K | 0.13% | −115−2.6% | Reduced |
| Evanson Asset Management, LLC | 4,308 | $456.3K | 0.04% | +45+1.1% | Added |
| Birchcreek Wealth Management, LLC | 4,305 | $456.0K | 0.31% | −22−0.5% | Reduced |
| Retirement Income Solutions, Inc | 4,301 | $455.6K | 0.13% | 00.0% | Unchanged |
| Red Tortoise LLC | 4,293 | $454.7K | 0.30% | +13+0.3% | Added |
| Phoenix Wealth Advisors | 4,282 | $453.5K | 0.27% | +40+0.9% | Added |
| Five Oceans Advisors | 4,279 | $453.2K | 0.29% | +10+0.2% | Added |
| Worth Financial Advisory Group, LLC | 4,277 | $453.1K | 0.41% | +937+28.1% | Added |
| Core Alternative Capital | 4,276 | $452.9K | 0.07% | +301+7.6% | Added |
| Arista Wealth Management, LLC | 4,275 | $452.8K | 0.18% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 4,243 | $452.8K | 0.16% | +531+14.3% | Added |
| Vista Investment Management | 4,272 | $452.5K | 0.24% | −41−1.0% | Reduced |
| High Note Wealth, LLC | 4,266 | $451.9K | 0.19% | +215+5.3% | Added |
| Grove Bank & Trust | 4,263 | $451.5K | 0.09% | +35+0.8% | Added |
| Ferguson Wellman Capital Management, Inc | 4,253 | $450.5K | 0.01% | +278+7.0% | Added |
| Burton Enright Welch | 4,242 | $449.3K | 0.14% | +10.0% | Added |
| Benjamin Edwards Inc | 4,235 | $449.0K | 0.11% | +44+1.0% | Added |
| Kaydan Wealth Management, Inc. | 4,235 | $448.6K | 0.18% | −60−1.4% | Reduced |
| Howe & Rusling Inc | 4,214 | $446.4K | 0.05% | −265−5.9% | Reduced |
| PFG Advisors | 4,211 | $446.1K | 0.04% | −1,333−24.0% | Reduced |
| One Capital Management, LLC | 4,207 | $445.6K | 0.02% | +118+2.9% | Added |
| Alta Advisers Ltd | 4,200 | $444.9K | 0.26% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 4,196 | $444.0K | 0.13% | −51−1.2% | Reduced |
| Private Portfolio Partners LLC | 4,189 | $443.7K | 0.11% | +201+5.0% | Added |
| Navalign, LLC | 4,185 | $443.3K | 0.17% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 4,185 | $443.0K | 0.14% | +300+7.7% | Added |
| Goldstone Financial Group, LLC | 4,182 | $443.0K | 0.13% | +64+1.6% | Added |
| Destination Wealth Management | 4,171 | $441.8K | 0.02% | −74−1.7% | Reduced |
| Estabrook Capital Management | 4,167 | $441.4K | 0.08% | −200−4.6% | Reduced |
| Ade, LLC | 4,159 | $440.5K | 0.33% | 00.0% | Unchanged |
| Comerica Securities,inc. | 4,158 | $440.4K | 0.04% | +728+21.2% | Added |
| Laird Norton Trust Company, LLC | 4,150 | $439.6K | 0.06% | +292+7.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,122 | $436.6K | 0.25% | +4,122 | New |
| Rowland & Co Investment Counsel | 4,115 | $435.9K | 0.11% | +1,817+79.1% | Added |
| Change Path, LLC | 4,110 | $435.0K | 0.03% | −1,282−23.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,113 | $435.0K | 0.21% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 4,106 | $434.9K | 0.21% | +197+5.0% | Added |
| AllSquare Wealth Management LLC | 4,097 | $434.0K | 0.28% | −20.0% | Reduced |
| Evermay Wealth Management LLC | 4,096 | $433.8K | 0.09% | −108−2.6% | Reduced |
| Baldwin Brothers Inc | 4,096 | $433.8K | 0.04% | −350−7.9% | Reduced |
| Kaizen Financial Strategies | 4,093 | $433.6K | 0.37% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 4,090 | $433.2K | 0.17% | −400−8.9% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,087 | $432.9K | 0.10% | +22+0.5% | Added |
| Aberdeen Wealth Management LLC | 4,085 | $432.7K | 0.33% | −305−6.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 4,080 | $432.2K | 0.19% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 4,078 | $431.9K | 0.15% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,077 | $431.9K | 0.04% | +197+5.1% | Added |
| GEM Asset Management, LLC | 4,066 | $430.7K | 0.34% | 00.0% | Unchanged |
| Centennial Bank | 4,059 | $429.9K | 0.30% | −1,000−19.8% | Reduced |
| First Financial Corp | 4,039 | $427.8K | 0.25% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 4,039 | $427.8K | 0.58% | −44−1.1% | Reduced |
| Clarity Wealth Advisors, LLC | 4,034 | $427.3K | 0.19% | +28+0.7% | Added |
| Register Financial Advisors LLC | 4,034 | $427.3K | 0.31% | −66−1.6% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,034 | $427.3K | 0.19% | −334−7.6% | Reduced |
| Eukles Asset Management | 4,013 | $425.1K | 0.22% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 4,000 | $424.0K | 0.23% | 00.0% | Unchanged |
| Valliance Asset Management Ltd | 4,000 | $423.7K | 1.54% | +4,000 | New |
| West Family Investments, Inc. | 3,999 | $423.6K | 0.15% | +3,999 | New |
| Sunflower Bank, N.A. | 3,994 | $423.0K | 0.10% | +43+1.1% | Added |
| Waypoint Capital Advisors, LLC | 3,986 | $422.2K | 0.14% | +439+12.4% | Added |
| Westwood Holdings Group Inc. | 3,971 | $421.0K | 0.00% | +384+10.7% | Added |
| Index Fund Advisors, Inc. | 3,968 | $420.3K | 0.03% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 3,960 | $419.4K | 0.13% | −235−5.6% | Reduced |
| High Falls Advisors, Inc | 3,958 | $419.2K | 0.13% | +10.0% | Added |
| Winthrop Advisory Group LLC | 3,947 | $418.1K | 0.07% | −312−7.3% | Reduced |
| Defined Wealth Management, LLC | 3,922 | $415.4K | 0.35% | +47+1.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,970 | $415.0K | 0.22% | −126,133−96.9% | Reduced |
| Hamilton Wealth, LLC | 3,912 | $414.4K | 0.15% | +161+4.3% | Added |
| Coastal Investment Advisors, Inc. | 3,477 | $414.1K | 0.10% | −275−7.3% | Reduced |
| Invictus Private Wealth, LLC | 3,897 | $412.8K | 0.05% | −2−0.1% | Reduced |