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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
2,535
−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
953 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.

Institutional holdersQ3 2023: 2,536 institutions
Q1 2021: 2,045 institutionsQ2 2021: 2,101 institutionsQ3 2021: 2,112 institutionsQ4 2021: 2,303 institutionsQ1 2022: 2,271 institutionsQ2 2022: 2,196 institutionsQ3 2022: 2,108 institutionsQ4 2022: 2,304 institutionsQ1 2023: 2,356 institutionsQ2 2023: 2,570 institutionsQ3 2023: 2,536 institutionsQ4 2023: 2,701 institutionsQ1 2024: 2,820 institutionsQ2 2024: 2,927 institutionsQ3 2024: 3,078 institutionsQ4 2024: 3,357 institutionsQ1 2025: 3,260 institutionsQ2 2025: 3,631 institutionsQ3 2025: 3,833 institutionsQ4 2025: 3,780 institutionsQ1 2026: 3,508 institutionsQ2 2026: 3,537 institutions
Value heldQ3 2023: $124.0B
Q1 2021: $93.5BQ2 2021: $98.1BQ3 2021: $101.6BQ4 2021: $98.6BQ1 2022: $93.0BQ2 2022: $78.5BQ3 2022: $68.7BQ4 2022: $93.7BQ1 2023: $107.5BQ2 2023: $138.9BQ3 2023: $124.0BQ4 2023: $124.2BQ1 2024: $148.6BQ2 2024: $169.3BQ3 2024: $206.6BQ4 2024: $204.5BQ1 2025: $171.9BQ2 2025: $271.4BQ3 2025: $348.7BQ4 2025: $242.8BQ1 2026: $177.8BQ2 2026: $188.7B
Institutions holding ORCL and their total value by quarter
QuarterHoldersValue
Q2 20263,537$188.7B
Q1 20263,508$177.8B
Q4 20253,780$242.8B
Q3 20253,833$348.7B
Q2 20253,631$271.4B
Q1 20253,260$171.9B
Q4 20243,357$204.5B
Q3 20243,078$206.6B
Q2 20242,927$169.3B
Q1 20242,820$148.6B
Q4 20232,701$124.2B
Q3 20232,536$124.0B
Q2 20232,570$138.9B
Q1 20232,356$107.5B
Q4 20222,304$93.7B
Q3 20222,108$68.7B
Q2 20222,196$78.5B
Q1 20222,271$93.0B
Q4 20212,303$98.6B
Q3 20212,112$101.6B
Q2 20212,101$98.1B
Q1 20212,045$93.5B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q2 2023.

Institutions holding ORCL in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Essex Investment Management Co LLC1,000$105.9K0.02%00.0%Unchanged
Halpern Financial, Inc.1,000$105.9K0.04%+500+100.0%Added
Equitec Proprietary Markets, LLC1,000$105.9K0.11%+1,000New
New England Capital Financial Advisors LLC988$104.7K0.07%+2+0.2%Added
Natixis Investment Managers International979$103.7K0.01%−64−6.1%Reduced
City State Bank950$101.0K0.06%00.0%Unchanged
Gould Capital, LLC932$99.5K0.08%00.0%Unchanged
State of Wyoming919$97.3K0.02%+914+18,280.0%Added
SRS Capital Advisors, Inc.916$97.0K0.01%−128−12.3%Reduced
Gables Capital Management Inc.884$93.6K0.07%00.0%Unchanged
Elgethun Capital Management873$93.0K0.03%+1+0.1%Added
Migdal Insurance & Financial Holdings Ltd.879$93.0K0.00%−121−12.1%Reduced
Carolinas Wealth Consulting LLC14,699$91.5K0.02%+51+0.3%Added
Trifecta Capital Advisors, LLC863$91.4K0.03%+510+144.5%Added
Strengthening Families & Communities, LLC863$91.0K0.04%−501−36.7%Reduced
GW&K Investment Management, LLC860$91.0K0.00%+316+58.1%Added
Earnest Partners LLC841$89.1K0.00%00.0%Unchanged
Covestor Ltd834$89.0K0.07%−215−20.5%Reduced
RVW Wealth, LLC838$88.8K0.01%+838New
Paladin Advisory Group, LLC837$88.7K0.07%00.0%Unchanged
Abound Wealth Management828$87.7K0.04%−19−2.2%Reduced
Dividend Assets Capital, LLC817$87.0K0.02%−101−11.0%Reduced
Stuart Chaussee & Associates, Inc.800$84.7K0.03%00.0%Unchanged
Twin Lakes Capital Management, LLC800$84.7K0.06%00.0%Unchanged
Tucker Asset Management LLC790$83.7K0.02%00.0%Unchanged
Kelly Lawrence W & Associates Inc766$81.1K0.02%00.0%Unchanged
Bay Harbor Wealth Management, LLC753$79.8K0.03%+6+0.8%Added
Core Wealth Advisors, Inc.750$79.4K0.03%00.0%Unchanged
Rise Advisors, LLC746$79.0K0.06%−13−1.7%Reduced
Legacy Financial Group LLC745$78.9K0.02%+745New
Boyd Watterson Asset Management LLC719$76.2K0.03%00.0%Unchanged
Mascoma Wealth Management LLC701$74.3K0.02%+95+15.7%Added
Hanson & Doremus Investment Management698$74.0K0.02%00.0%Unchanged
McClarren Financial Advisors, Inc.692$72.0K0.06%+1+0.1%Added
Caldwell Sutter Capital, Inc.672$71.2K0.04%−25−3.6%Reduced
Delos Wealth Advisors, LLC590$71.0K0.09%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.650$68.8K0.05%00.0%Unchanged
Altshuler Shaham Ltd633$67.0K0.00%−249−28.2%Reduced
DecisionPoint Financial, LLC625$66.2K0.03%00.0%Unchanged
Investment Research & Advisory Group, Inc.623$66.0K0.04%+300+92.9%Added
Banque Pictet & Cie SA617$65.4K0.00%−35,166−98.3%Reduced
Okabena Investment Services Inc610$64.6K0.05%00.0%Unchanged
Milestone Investment Advisors LLC600$63.6K0.02%+600New
Tortoise Investment Management, LLC596$63.1K0.01%−52−8.0%Reduced
First Community Trust NA583$61.8K0.07%00.0%Unchanged
Hillsdale Investment Management Inc.537$56.9K0.01%−103−16.1%Reduced
IMA Wealth, Inc.528$55.9K0.01%+100+23.4%Added
DT Investment Partners, LLC526$55.7K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC500$53.0K0.03%00.0%Unchanged
Islay Capital Management, LLC500$53.0K0.05%00.0%Unchanged
Castleview Partners, LLC486$51.5K0.05%00.0%Unchanged
FSC Wealth Advisors, LLC477$50.5K0.05%00.0%Unchanged
Tanglewood Legacy Advisors, LLC433$45.9K0.03%00.0%Unchanged
Legacy Bridge, LLC430$45.5K0.03%00.0%Unchanged
Pathway Financial Advisers, LLC429$45.5K0.02%+429New
BluePath Capital Management, LLC425$45.0K0.04%+425New
Johnson Midwest Financial, LLC424$44.9K0.10%+1+0.2%Added
True Wealth Design, LLC421$44.6K0.01%00.0%Unchanged
Steward Financial Group LLC406$43.0K0.01%+21+5.5%Added
Atlantic Trust, LLC393$41.6K0.01%00.0%Unchanged
First Pacific Financial391$41.4K0.02%00.0%Unchanged
Cape Investment Advisory, Inc.388$41.1K0.02%+62+19.0%Added
Evolution Advisers, Inc.380$40.0K0.03%00.0%Unchanged
First PREMIER Bank370$39.0K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC369$39.0K0.04%00.0%Unchanged
Cherry Tree Wealth Management, LLC368$39.0K0.01%00.0%Unchanged
Rock Creek Group, LP367$38.9K0.01%−1,485−80.2%Reduced
Cohen & Steers, Inc.349$37.0K0.00%00.0%Unchanged
Cornerstone Planning Group LLC342$36.2K0.01%+317+1,268.0%Added
Chesapeake Asset Management LLC329$34.8K0.03%+34+11.5%Added
Rational Advisors LLC290$34.5K0.00%00.0%Unchanged
SJS Investment Consulting Inc.321$34.0K0.01%+13+4.2%Added
Highlander Capital Management, LLC312$33.0K0.01%+300+2,500.0%Added
MB, Levis & Associates, LLC300$31.8K0.02%00.0%Unchanged
Clear Investment Research, LLC294$31.1K0.05%00.0%Unchanged
Ogorek Anthony Joseph298$31.0K0.01%00.0%Unchanged
Quintet Private Bank (Europe) S.A.286$30.3K0.00%−334−53.9%Reduced
Raffa Wealth Management, LLC278$29.4K0.01%00.0%Unchanged
Jamison Private Wealth Management, Inc.273$28.9K0.01%+273New
Luken Investment Analytics, LLC272$28.8K0.02%00.0%Unchanged
Stephenson National Bank & Trust270$28.6K0.02%00.0%Unchanged
Spartan Planning & Wealth Management254$26.9K0.03%+254New
Rocky Mountain Advisers, LLC252$26.7K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC243$25.7K0.01%+182+298.4%Added
Marquette Asset Management, LLC240$25.4K0.01%00.0%Unchanged
Orion Capital Management LLC237$25.1K0.02%+237New
RE Dickinson Investment Advisors, LLC232$25.0K0.02%00.0%Unchanged
Stone House Investment Management, LLC229$24.3K0.01%+200+689.7%Added
Sturgeon Ventures LLP215$22.8K0.03%00.0%Unchanged
Fortis Group Advisors, LLC213$22.6K0.01%+213New
Pacifica Partners Inc.206$22.3K0.01%−92−30.9%Reduced
Lowe Wealth Advisors, LLC200$21.2K0.01%00.0%Unchanged
Live Oak Investment Partners–$21.2K0.02%––
Intelligent Financial Strategies200$21.2K0.02%00.0%Unchanged
Barrett & Company, Inc.195$20.7K0.01%00.0%Unchanged
Power Corp of Canada183$19.4K0.00%+183New
Guardian Wealth Management, Inc.174$18.4K0.02%+1+0.6%Added
HighMark Wealth Management LLC172$18.2K0.02%00.0%Unchanged
Creative Capital Management Investments LLC170$18.0K0.01%00.0%Unchanged
Coston, McIsaac & Partners173$18.0K0.01%00.0%Unchanged