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 |
|---|---|---|---|---|---|
| Round Rock Advisors, LLC | 2,813 | $298.0K | 0.11% | 00.0% | Unchanged |
| CPA Asset Management LLC | 2,803 | $296.9K | 0.21% | 00.0% | Unchanged |
| Alpha Family Trust | 2,800 | $296.6K | 0.23% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 2,794 | $295.9K | 0.24% | +2+0.1% | Added |
| Beacon Capital Management, LLC | 2,482 | $295.5K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 2,783 | $294.8K | 0.24% | +79+2.9% | Added |
| Colton Groome Financial Advisors, LLC | 2,780 | $294.5K | 0.15% | −80−2.8% | Reduced |
| RFP Financial Group LLC | 2,780 | $294.5K | 0.13% | 00.0% | Unchanged |
| Certified Advisory Corp | 2,780 | $294.4K | 0.05% | +560+25.2% | Added |
| Capital Market Strategies LLC | 2,805 | $293.2K | 0.29% | +202+7.8% | Added |
| IAG Wealth Partners, LLC | 2,754 | $291.7K | 0.08% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,749 | $291.2K | 0.04% | +10+0.4% | Added |
| IFG Advisory, LLC | 2,748 | $291.1K | 0.02% | +2,748 | New |
| Whalerock Point Partners, LLC | 2,748 | $291.1K | 0.10% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 2,748 | $291.1K | 0.29% | +300+12.3% | Added |
| Vahanian & Associates Financial Planning Inc. | 2,745 | $290.8K | 0.93% | +2,745 | New |
| JSF Financial, LLC | 2,743 | $290.6K | 0.11% | +46+1.7% | Added |
| Riverpoint Wealth Management Holdings, LLC | 2,740 | $290.2K | 0.10% | +10+0.4% | Added |
| Aspen Grove Capital, LLC | 2,738 | $290.0K | 0.11% | −1,251−31.4% | Reduced |
| Lesa Sroufe & Co | 2,736 | $290.0K | 0.31% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,710 | $289.6K | 0.00% | +1,090+67.3% | Added |
| Levy Wealth Management Group, LLC | 2,722 | $288.3K | 0.09% | +10.0% | Added |
| RHS Financial, LLC | 2,717 | $287.8K | 0.20% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,710 | $287.1K | 0.19% | −319−10.5% | Reduced |
| IMS Capital Management | 2,710 | $287.1K | 0.17% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,702 | $286.2K | 0.09% | −275−9.2% | Reduced |
| Shufro Rose & Co LLC | 2,701 | $286.1K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 2,700 | $286.0K | 0.11% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,700 | $286.0K | 0.00% | +2,700 | New |
| Pensionmark Financial Group, LLC | 2,696 | $285.6K | 0.06% | 00.0% | Unchanged |
| Family CFO Inc | 2,696 | $285.6K | 0.21% | +64+2.4% | Added |
| Palo Alto Wealth Advisors, LLC | 2,689 | $284.8K | 0.24% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,686 | $284.5K | 0.26% | +3+0.1% | Added |
| Tillman Hartley LLC | 2,681 | $284.0K | 0.12% | 00.0% | Unchanged |
| Athena Investment Management | 2,673 | $283.1K | 0.20% | 00.0% | Unchanged |
| Patten Group, Inc. | 2,670 | $282.8K | 0.08% | −179−6.3% | Reduced |
| Ridgewood Investments LLC | 2,669 | $282.7K | 0.19% | −23−0.9% | Reduced |
| Facet Wealth, Inc. | 2,729 | $282.1K | 0.01% | −150−5.2% | Reduced |
| Oxbow Advisors, LLC | 2,663 | $282.1K | 0.04% | −2,880−52.0% | Reduced |
| Callan Family Office, LLC | 2,662 | $282.0K | 0.08% | −242−8.3% | Reduced |
| Meridian Wealth Partners, LLC | 2,658 | $281.6K | 0.06% | −48−1.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,652 | $280.9K | 0.04% | +650+32.5% | Added |
| Compass Wealth Management LLC | 2,648 | $280.5K | 0.09% | 00.0% | Unchanged |
| Berkeley, Inc | 2,648 | $280.5K | 0.19% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,645 | $280.2K | 0.10% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,636 | $279.2K | 0.16% | +371+16.4% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,622 | $277.8K | 0.25% | −2−0.1% | Reduced |
| American Institute for Advanced Investment Management, LLP | 2,622 | $277.7K | 0.26% | 00.0% | Unchanged |
| MBA Advisors LLC | 2,617 | $277.2K | 0.17% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,602 | $275.6K | 0.18% | −372−12.5% | Reduced |
| Syntax Advisors, LLC | 2,602 | $275.6K | 0.24% | −372−12.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,598 | $275.2K | 0.02% | −200−7.1% | Reduced |
| Invenio Wealth Partners LLC | 2,594 | $274.8K | 0.25% | +443+20.6% | Added |
| Jackson Hole Capital Partners, LLC | 2,593 | $274.7K | 0.08% | 00.0% | Unchanged |
| Old Port Advisors | 2,592 | $274.6K | 0.10% | +2,592 | New |
| Financial Council Asset Management Inc | 2,590 | $274.3K | 0.22% | 00.0% | Unchanged |
| Diversified, LLC | 2,589 | $274.2K | 0.07% | +48+1.9% | Added |
| Fort, L.P. | 2,586 | $273.9K | 0.76% | −168−6.1% | Reduced |
| Hemenway Trust Co LLC | 2,586 | $273.9K | 0.03% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,582 | $273.5K | 0.03% | +23+0.9% | Added |
| Soundmark Wealth Management, LLC | 2,582 | $273.5K | 0.15% | +2,582 | New |
| Legacy Capital Wealth Partners, LLC | 2,582 | $273.4K | 0.08% | +2,582 | New |
| Lyell Wealth Management, LP | 2,577 | $272.9K | 0.04% | +10.0% | Added |
| Alta Wealth Advisors LLC | 2,568 | $272.0K | 0.17% | +2,568 | New |
| Executive Wealth Management, LLC | 2,565 | $271.8K | 0.03% | +577+29.0% | Added |
| Pinkerton Retirement Specialists, LLC | 2,565 | $271.7K | 0.06% | −1,097−30.0% | Reduced |
| Stonehearth Capital Management, LLC | 2,563 | $271.4K | 0.15% | 00.0% | Unchanged |
| DDFG, Inc | 2,562 | $271.4K | 0.10% | −508−16.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,558 | $270.9K | 0.03% | −2,157−45.7% | Reduced |
| Navellier & Associates Inc | 2,557 | $270.8K | 0.05% | +2,557 | New |
| Resurgent Financial Advisors LLC | 2,555 | $270.6K | 0.18% | −429−14.4% | Reduced |
| Kelly Financial Services LLC | 2,552 | $270.3K | 0.12% | +41+1.6% | Added |
| Segment Wealth Management, LLC | 2,531 | $268.1K | 0.03% | +773+44.0% | Added |
| XY Capital Ltd | 2,527 | $267.7K | 0.25% | +2,527 | New |
| New Republic Capital, LLC | 2,523 | $267.3K | 0.22% | +294+13.2% | Added |
| Ignite Planners, LLC | 2,460 | $266.5K | 0.08% | −400−14.0% | Reduced |
| MQS Management LLC | 2,513 | $266.2K | 0.16% | −2,121−45.8% | Reduced |
| Signet Financial Management, LLC | 2,506 | $265.4K | 0.04% | +70+2.9% | Added |
| Werlinich Asset Management, LLC | 2,501 | $264.9K | 0.22% | +21+0.8% | Added |
| New Jersey Better Educational Savings Trust | 2,500 | $264.8K | 0.65% | 00.0% | Unchanged |
| Alpha Square Group S, LLC | 2,500 | $264.8K | 0.31% | +2,500 | New |
| Centurion Wealth Management LLC | 2,499 | $264.7K | 0.13% | −278−10.0% | Reduced |
| Absher Wealth Management, LLC | 2,491 | $263.8K | 0.04% | +2,491 | New |
| Mosaic Family Wealth Partners, LLC | 2,481 | $262.8K | 0.05% | +41+1.7% | Added |
| Weaver Consulting Group | 2,478 | $262.5K | 0.12% | −130−5.0% | Reduced |
| Paradigm Financial Partners, LLC | 2,511 | $262.4K | 0.07% | −17−0.7% | Reduced |
| Towercrest Capital Management | 2,476 | $262.3K | 0.05% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 2,472 | $261.8K | 0.04% | −355−12.6% | Reduced |
| GDS Wealth Management | 2,467 | $261.3K | 0.04% | +347+16.4% | Added |
| Acima Private Wealth, LLC | 2,466 | $261.2K | 0.12% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 2,465 | $261.1K | 0.04% | +2,465 | New |
| Wealth Advisors, Inc. | 2,464 | $261.0K | 0.12% | +19+0.8% | Added |
| Silver Oak Securities, Inc | 2,461 | $260.7K | 0.06% | −3,615−59.5% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,455 | $260.1K | 0.16% | +203+9.0% | Added |
| Full Sail Capital, LLC | 2,447 | $259.2K | 0.02% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 2,444 | $258.9K | 0.01% | +39+1.6% | Added |
| Founders Capital Management | 2,443 | $258.8K | 0.20% | +93+4.0% | Added |
| TCWP LLC | 2,442 | $258.7K | 0.20% | −600−19.7% | Reduced |
| Jmac Enterprises LLC | 2,441 | $258.6K | 0.06% | −10.0% | Reduced |
| Manchester Financial Inc | 2,408 | $255.1K | 0.07% | −274−10.2% | Reduced |