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 |
|---|---|---|---|---|---|
| Montis Financial, LLC | 3,338 | $353.6K | 0.24% | +200+6.4% | Added |
| Spouting Rock Asset Management, LLC | 3,336 | $353.3K | 0.11% | −1,350−28.8% | Reduced |
| MainStreet Investment Advisors LLC | 3,330 | $352.7K | 0.04% | −135−3.9% | Reduced |
| Simon Quick Advisors, LLC | 3,322 | $351.8K | 0.03% | +349+11.7% | Added |
| Coastal Bridge Advisors, LLC | 3,320 | $351.7K | 0.09% | +305+10.1% | Added |
| Meeder Asset Management Inc | 3,320 | $351.7K | 0.03% | −90,332−96.5% | Reduced |
| Interchange Capital Partners, LLC | 3,311 | $350.5K | 0.28% | −404−10.9% | Reduced |
| Kingfisher Capital LLC | 3,302 | $350.0K | 0.10% | +11+0.3% | Added |
| Eagle Global Advisors LLC | 3,300 | $349.5K | 0.02% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 3,298 | $349.0K | 0.01% | −235−6.7% | Reduced |
| SkyView Investment Advisors, LLC | 3,292 | $349.0K | 0.14% | +161+5.1% | Added |
| Forza Wealth Management, LLC | 3,287 | $348.2K | 0.18% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,284 | $347.8K | 0.02% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 3,284 | $347.8K | 0.40% | −3,005−47.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,281 | $347.5K | 0.12% | +89+2.8% | Added |
| Royal Harbor Partners, LLC | 3,279 | $347.3K | 0.18% | +371+12.8% | Added |
| Merriman Wealth Management, LLC | 3,273 | $346.7K | 0.02% | −123−3.6% | Reduced |
| Benedetti & Gucer, Inc. | 3,271 | $346.5K | 0.19% | −600−15.5% | Reduced |
| Cornerstone Wealth Group, LLC | 3,269 | $346.2K | 0.06% | +78+2.4% | Added |
| ICA Group Wealth Management, LLC | 3,266 | $346.0K | 0.10% | +241+8.0% | Added |
| McIlrath & Eck, LLC | 3,266 | $345.9K | 0.07% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 3,263 | $345.6K | 0.17% | +97+3.1% | Added |
| Waterloo Capital, L.P. | 3,258 | $345.1K | 0.10% | +1,047+47.4% | Added |
| Hartline Investment Corp | 3,253 | $344.6K | 0.06% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3,245 | $343.7K | 0.02% | +580+21.8% | Added |
| Southeast Asset Advisors Inc. | 3,242 | $343.4K | 0.05% | +78+2.5% | Added |
| Montag & Caldwell, LLC | 3,239 | $343.1K | 0.04% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,235 | $343.0K | 0.04% | +635+24.4% | Added |
| Bellecapital International Ltd. | 3,238 | $343.0K | 0.09% | +4+0.1% | Added |
| Keystone Wealth Services, LLC | 3,235 | $342.6K | 0.13% | +201+6.6% | Added |
| KilterHowling LLC | 3,230 | $342.1K | 0.30% | +2+0.1% | Added |
| Zions Bancorporation, N.A. | 3,228 | $341.9K | 0.03% | −368−10.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,219 | $341.0K | 0.12% | −56−1.7% | Reduced |
| First Bank & Trust | 3,219 | $341.0K | 0.09% | −4−0.1% | Reduced |
| Unionview, LLC | 3,219 | $341.0K | 0.32% | −76−2.3% | Reduced |
| Smith Anglin Financial, LLC | 3,216 | $340.6K | 0.04% | +110+3.5% | Added |
| Invst, LLC | 3,213 | $340.3K | 0.05% | +81+2.6% | Added |
| Stone Point Wealth LLC | 3,206 | $339.6K | 0.15% | +606+23.3% | Added |
| Flynn Zito Capital Management, LLC | 3,196 | $338.6K | 0.24% | +6+0.2% | Added |
| Atlas Wealth LLC | 3,182 | $337.0K | 0.06% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,175 | $336.3K | 0.11% | +3,175 | New |
| Paulson Wealth Management Inc. | 3,164 | $335.1K | 0.12% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,164 | $335.1K | 0.06% | +147+4.9% | Added |
| Hexagon Capital Partners LLC | 3,162 | $334.9K | 0.09% | +69+2.2% | Added |
| Sloy Dahl & Holst, LLC | 3,160 | $334.7K | 0.07% | 00.0% | Unchanged |
| Burt Wealth Advisors | 3,156 | $334.3K | 0.10% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,154 | $334.1K | 0.12% | −2,144−40.5% | Reduced |
| Southland Equity Partners LLC | 3,154 | $334.1K | 0.11% | −66−2.0% | Reduced |
| FourThought Financial Partners, LLC | 3,151 | $333.7K | 0.05% | −114−3.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,150 | $333.6K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 3,150 | $333.6K | 0.05% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,149 | $333.5K | 0.09% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,132 | $331.7K | 0.04% | +3,132 | New |
| CGC Financial Services, LLC | 3,131 | $331.6K | 0.23% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 3,128 | $331.3K | 0.06% | −797−20.3% | Reduced |
| Kapitalo Investimentos Ltda | 3,123 | $330.8K | 0.05% | +3,123 | New |
| Bluesphere Advisors, LLC | 3,115 | $329.9K | 0.24% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 3,115 | $329.9K | 0.11% | +258+9.0% | Added |
| Brendel Financial Advisors LLC | 3,110 | $329.0K | 0.49% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 3,105 | $328.9K | 0.28% | +3,105 | New |
| First Citizens Financial Corp | 3,100 | $328.4K | 0.23% | +700+29.2% | Added |
| MV Capital Management, Inc. | 3,092 | $327.5K | 0.04% | +57+1.9% | Added |
| Tilson Financial Group, Inc. | 3,060 | $324.0K | 0.25% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 3,051 | $323.2K | 0.18% | +28+0.9% | Added |
| Wick Capital Partners, LLC | 3,043 | $322.3K | 0.18% | +1,362+81.0% | Added |
| Core Wealth Partners LLC | 3,042 | $322.2K | 0.29% | −198−6.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,042 | $322.2K | 0.03% | +585+23.8% | Added |
| Hoxton Planning & Management, LLC | 3,040 | $322.0K | 0.21% | +83+2.8% | Added |
| Truepoint, Inc. | 3,020 | $319.9K | 0.01% | +3,020 | New |
| Aries Wealth Management | 2,930 | $318.5K | 0.12% | +22+0.8% | Added |
| REDW Wealth LLC | 3,005 | $318.3K | 0.10% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,004 | $318.2K | 0.05% | −996−24.9% | Reduced |
| Ar Asset Management Inc | 3,000 | $318.0K | 0.09% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 3,000 | $318.0K | 0.05% | 00.0% | Unchanged |
| Constitution Capital LLC | 3,000 | $317.8K | 0.22% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,987 | $316.4K | 0.03% | +1,029+52.6% | Added |
| Narus Financial Partners, LLC | 2,968 | $314.4K | 0.16% | −50−1.7% | Reduced |
| Retirement Planning Group | 2,965 | $314.1K | 0.03% | 00.0% | Unchanged |
| Bridgeworth, LLC | 2,961 | $313.6K | 0.03% | −171−5.5% | Reduced |
| Campbell Wealth Management | 2,956 | $313.0K | 0.04% | −31−1.0% | Reduced |
| Drake & Associates, LLC | 2,943 | $311.7K | 0.14% | −61−2.0% | Reduced |
| Snider Financial Group | 2,943 | $311.7K | 0.15% | −50−1.7% | Reduced |
| Ewa, LLC | 2,719 | $310.4K | 0.20% | +314+13.1% | Added |
| West Coast Financial LLC | 2,924 | $309.7K | 0.05% | −15−0.5% | Reduced |
| Imprint Wealth LLC | 2,919 | $309.1K | 0.26% | +523+21.8% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 2,901 | $307.2K | 0.19% | +160+5.8% | Added |
| Wilkins Investment Counsel Inc | 2,900 | $307.0K | 0.08% | 00.0% | Unchanged |
| TTP Investments, Inc. | 2,897 | $306.8K | 0.20% | +462+19.0% | Added |
| M&R Capital Management Inc | 2,887 | $305.8K | 0.08% | +868+43.0% | Added |
| FWL Investment Management, LLC | 2,885 | $305.6K | 0.21% | +100+3.6% | Added |
| Wedge Capital Management L L P | 2,878 | $304.8K | 0.01% | +6+0.2% | Added |
| Insight Advisors, LLC | 2,863 | $303.2K | 0.07% | +151+5.6% | Added |
| Financial Connections Group, Inc. | 2,866 | $303.0K | 0.37% | −63−2.2% | Reduced |
| Nicholas Investment Partners, LP | 2,855 | $302.4K | 0.02% | +311+12.2% | Added |
| Essex LLC | 2,846 | $301.5K | 0.08% | +2+0.1% | Added |
| Dearborn Partners LLC | 2,838 | $300.6K | 0.01% | −500−15.0% | Reduced |
| N.E.W. Advisory Services LLC | 2,828 | $299.6K | 0.04% | +571+25.3% | Added |
| Brio Consultants, LLC | 2,825 | $299.2K | 0.06% | +60+2.2% | Added |
| Rappaport Reiches Capital Management, LLC | 2,821 | $298.8K | 0.13% | +10+0.4% | Added |
| Cahaba Wealth Management, Inc. | 2,818 | $298.5K | 0.03% | +2+0.1% | Added |