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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 0 open-market purchases and 3 sales; 3,536 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, Q4 2023

Institutional positions in Oracle Corp as of Dec 31, 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
2,701
+207 vs. Q3 2023
Shares held
1.18B
+10.6M (+0.9%) vs. Q3 2023
Total value
$124.2B
+$437.8M (+0.4%) vs. Q3 2023
New holders
340
1,043 more added
Sold out
133
945 more reduced

42 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 2,701 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: 2,926 institutionsQ3 2024: 3,077 institutionsQ4 2024: 3,356 institutionsQ1 2025: 3,259 institutionsQ2 2025: 3,630 institutionsQ3 2025: 3,832 institutionsQ4 2025: 3,779 institutionsQ1 2026: 3,507 institutionsQ2 2026: 3,536 institutions
Value heldQ4 2023: $124.2B
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 20263,536$188.7B
Q1 20263,507$177.8B
Q4 20253,779$242.8B
Q3 20253,832$348.7B
Q2 20253,630$271.4B
Q1 20253,259$171.9B
Q4 20243,356$204.5B
Q3 20243,077$206.6B
Q2 20242,926$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, Q4 2023

Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q3 2023.

Institutions holding ORCL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tfo-TDC, LLC6$6320.00%+2+50.0%Added
Ibex Wealth Advisors7$7590.16%−17,349−100.0%Reduced
WestEnd Advisors, LLC9$9490.00%00.0%Unchanged
Bourgeon Capital Management LLC10$1.05K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.22$2.32K0.00%+22New
JCIC Asset Management Inc.27$2.85K0.00%00.0%Unchanged
Caitlin John, LLC28$2.91K0.00%+28New
Stone House Investment Management, LLC29$3.06K0.00%−200−87.3%Reduced
USA Financial Portformulas Corp33$3.48K0.00%−2,233−98.5%Reduced
J.Safra Asset Management Corp36$3.79K0.00%+36New
VisionPoint Advisory Group, LLC36$3.79K0.00%+36New
WealthCollab, LLC39$4.11K0.00%+39New
Carolina Wealth Advisors, LLC40$4.22K0.00%00.0%Unchanged
LGT Financial Advisors LLC41$4.32K0.01%00.0%Unchanged
Team Financial Group, LLC42$4.38K0.00%+1+2.4%Added
Marquette Asset Management, LLC44$4.64K0.00%−196−81.7%Reduced
Longfellow Investment Management Co LLC44$4.64K0.00%00.0%Unchanged
Cordant, Inc.46$4.85K0.00%+46New
PFS Partners, LLC48$5.06K0.00%00.0%Unchanged
Robinswood Financial LLC50$5.27K0.00%00.0%Unchanged
PayPay Securities Corp59$6.24K0.31%+15+34.1%Added
Legend Financial Advisors, Inc.64$6.75K0.01%+64New
Bare Financial Services, Inc70$7.38K0.01%+70New
Fairman Group, LLC70$7.38K0.01%+70New
Morgan Dempsey Capital Management LLC72$7.59K0.00%00.0%Unchanged
Horizons Wealth Management72$7.59K0.00%00.0%Unchanged
New Millennium Group LLC77$8.12K0.01%00.0%Unchanged
Able Wealth Management LLC82$8.63K0.01%+82New
Keener Financial Planning LLC87$9.00K0.01%+87New
TFC Financial Management86$9.07K0.00%+3+3.6%Added
Tennessee Valley Asset Management Partners92$9.66K0.00%+92New
Avion Wealth96$10.0K0.00%−4−4.0%Reduced
Tradewinds Capital Management, LLC96$10.1K0.00%00.0%Unchanged
Winch Advisory Services, LLC96$10.2K0.00%+80+500.0%Added
Planned Solutions, Inc.100$10.5K0.00%+100New
Y.D. More Investments Ltd101$10.6K0.00%+41+68.3%Added
Cedar Mountain Advisors, LLC103$10.9K0.00%00.0%Unchanged
Level Financial Advisors, Inc.104$11.0K0.01%00.0%Unchanged
Coston, McIsaac & Partners113$11.0K0.00%−60−34.7%Reduced
FSA Wealth Management LLC100$11.0K0.01%+100New
Valued Wealth Advisors LLC107$11.3K0.01%+107New
DB Wealth Management Group, LLC125$13.2K0.01%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.166$13.6K0.00%00.0%Unchanged
ClariVest Asset Management LLC134$14.1K0.00%−35−20.7%Reduced
NVWM, LLC150$15.8K0.00%−5,148−97.2%Reduced
Morton Brown Family Wealth, LLC157$16.6K0.01%+157New
Sofos Investments, Inc.166$17.5K0.00%+160+2,666.7%Added
Creative Capital Management Investments LLC170$17.9K0.01%00.0%Unchanged
Long Island Wealth Management, Inc.172$18.0K0.01%+172New
HighMark Wealth Management LLC173$18.2K0.01%+1+0.6%Added
Guardian Wealth Management, Inc.174$18.4K0.02%00.0%Unchanged
Power Corp of Canada183$19.3K0.00%00.0%Unchanged
BFSG, LLC193$20.4K0.00%+193New
Barrett & Company, Inc.195$20.6K0.01%00.0%Unchanged
NewSquare Capital LLC200$21.1K0.00%−4,914−96.1%Reduced
Lowe Wealth Advisors, LLC200$21.1K0.01%00.0%Unchanged
Live Oak Investment Partners–$21.1K0.02%––
Provenance Wealth Advisors, LLC200$21.1K0.00%+200New
Pacifica Partners Inc.206$23.6K0.01%00.0%Unchanged
Aspect Partners, LLC227$23.9K0.02%+227New
RE Dickinson Investment Advisors, LLC232$24.0K0.02%00.0%Unchanged
Investors Research Corp230$24.2K0.01%+230New
Orion Capital Management LLC237$25.0K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC238$25.1K0.01%−5−2.1%Reduced
Rocky Mountain Advisers, LLC252$26.6K0.01%00.0%Unchanged
Atlantic Trust, LLC268$28.3K0.01%−125−31.8%Reduced
Stephenson National Bank & Trust270$28.5K0.01%00.0%Unchanged
Luken Investment Analytics, LLC272$28.7K0.02%00.0%Unchanged
Jamison Private Wealth Management, Inc.274$28.9K0.01%+1+0.4%Added
Tidemark, LLC274$28.9K0.02%+274New
Raffa Wealth Management, LLC278$29.3K0.01%00.0%Unchanged
Frank, Rimerman Advisors LLC280$29.5K0.01%+280New
Quintet Private Bank (Europe) S.A.286$30.2K0.00%00.0%Unchanged
Nordwand Advisors, LLC289$30.5K0.01%+289New
Ogorek Anthony Joseph298$31.0K0.01%00.0%Unchanged
MB, Levis & Associates, LLC300$31.6K0.02%00.0%Unchanged
Highlander Capital Management, LLC312$32.9K0.01%00.0%Unchanged
Cohen & Steers, Inc.320$34.0K0.00%−29−8.3%Reduced
Investment Research & Advisory Group, Inc.323$34.1K0.02%−300−48.2%Reduced
Chesapeake Asset Management LLC329$34.7K0.03%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC332$35.0K0.07%+332New
Clear Investment Research, LLC354$37.3K0.05%+60+20.4%Added
EdgeRock Capital LLC324$37.5K0.03%+324New
Strategic Investment Solutions, Inc.357$37.6K0.01%−3,801−91.4%Reduced
Tucker Asset Management LLC361$38.1K0.01%−429−54.3%Reduced
First PREMIER Bank370$39.0K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC369$39.0K0.04%00.0%Unchanged
BOK Financial Private Wealth, Inc.371$39.1K0.00%+216+139.4%Added
Cornerstone Planning Group LLC375$39.5K0.01%+33+9.6%Added
Dunhill Financial, LLC378$39.9K0.04%+378New
Evolution Advisers, Inc.380$40.0K0.03%00.0%Unchanged
Clear Point Advisors Inc.388$40.9K0.04%+388New
First Pacific Financial391$41.2K0.01%00.0%Unchanged
Accent Capital Management, LLC400$42.2K0.03%+400New
Evergreen Private Wealth LLC409$43.1K0.02%+409New
True Wealth Design, LLC421$44.4K0.01%00.0%Unchanged
Fortis Group Advisors, LLC426$44.9K0.01%+213+100.0%Added
SJS Investment Consulting Inc.429$45.3K0.01%+108+33.6%Added
Legacy Bridge, LLC430$45.3K0.03%00.0%Unchanged
Pathway Financial Advisers, LLC431$45.4K0.02%+2+0.5%Added