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; 3,537 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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,537 | $188.7B |
| Q1 2026 | 3,507 | $177.8B |
| Q4 2025 | 3,779 | $242.8B |
| Q3 2025 | 3,832 | $348.7B |
| Q2 2025 | 3,630 | $271.4B |
| Q1 2025 | 3,259 | $171.9B |
| Q4 2024 | 3,356 | $204.5B |
| Q3 2024 | 3,077 | $206.6B |
| Q2 2024 | 2,926 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wharton Business Group, LLC | 5,123 | $540.0K | 0.03% | −710−12.2% | Reduced |
| Alesco Advisors LLC | 5,124 | $540.2K | 0.02% | −455−8.2% | Reduced |
| Blue Edge Capital, LLC | 5,133 | $541.2K | 0.10% | +800+18.5% | Added |
| Poplar Forest Capital LLC | 5,138 | $541.7K | 0.08% | −1,050−17.0% | Reduced |
| Waterfront Wealth Inc. | 5,146 | $542.6K | 0.16% | −51−1.0% | Reduced |
| Catalyst Financial Partners LLC | 5,150 | $543.0K | 0.15% | +114+2.3% | Added |
| Act Two Investors LLC | 5,150 | $543.0K | 0.12% | +5,150 | New |
| Cypress Wealth Services, LLC | 5,155 | $543.5K | 0.14% | +123+2.4% | Added |
| Archford Capital Strategies, LLC | 5,198 | $548.0K | 0.10% | −45−0.9% | Reduced |
| StoneX Group Inc. | 5,199 | $548.1K | 0.05% | +755+17.0% | Added |
| Shayne & Co., LLC | 5,202 | $548.5K | 0.17% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 5,212 | $549.5K | 0.09% | −350−6.3% | Reduced |
| Seven Mile Advisory | 5,236 | $552.0K | 0.48% | +502+10.6% | Added |
| Norris Perne & French LLP | 5,244 | $552.9K | 0.04% | +214+4.3% | Added |
| Hazlett, Burt & Watson, Inc. | 5,256 | $554.0K | 0.37% | +20.0% | Added |
| Robertson Stephens Wealth Management, LLC | 5,257 | $554.2K | 0.03% | −296−5.3% | Reduced |
| Integrated Investment Consultants, LLC | 5,258 | $554.4K | 0.18% | +29+0.6% | Added |
| Charter Trust Co | 5,270 | $555.6K | 0.04% | −138−2.6% | Reduced |
| Granite Group Advisors, LLC | 4,880 | $557.0K | 0.39% | +4,880 | New |
| Sherbrooke Park Advisers LLC | 5,289 | $557.6K | 0.26% | +5,289 | New |
| Silver Oak Securities, Inc | 5,295 | $558.3K | 0.07% | +2,834+115.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 5,297 | $558.5K | 0.08% | +84+1.6% | Added |
| Horizon Bancorp Inc | 5,313 | $560.0K | 0.27% | +513+10.7% | Added |
| Exchange Bank | 5,312 | $560.0K | 0.49% | −361−6.4% | Reduced |
| Cornercap Investment Counsel Inc | 5,313 | $560.1K | 0.09% | 00.0% | Unchanged |
| Keel Point, LLC | 5,313 | $560.2K | 0.07% | +268+5.3% | Added |
| Lewis Asset Management, LLC | 5,320 | $560.9K | 0.52% | +5,320 | New |
| Aviance Capital Partners, LLC | 5,322 | $561.1K | 0.12% | −1,080−16.9% | Reduced |
| SNS Financial Group, LLC | 5,333 | $562.3K | 0.07% | −66−1.2% | Reduced |
| Farmers National Bank | 5,338 | $562.8K | 0.18% | +15+0.3% | Added |
| Prentice Wealth Management LLC | 5,366 | $565.7K | 0.22% | +105+2.0% | Added |
| Zega Financial, LLC | 5,367 | $565.8K | 0.24% | +5,367 | New |
| Allstate Corp | 5,379 | $567.1K | 0.04% | −315−5.5% | Reduced |
| FWL Investment Management, LLC | 5,390 | $568.3K | 0.33% | +2,505+86.8% | Added |
| Baker Ellis Asset Management LLC | 5,404 | $569.7K | 0.09% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 5,409 | $570.3K | 0.41% | −205−3.7% | Reduced |
| Seelaus Asset Management LLC | 5,437 | $573.2K | 0.56% | +2,153+65.6% | Added |
| Renaissance Group LLC | 5,448 | $573.4K | 0.02% | −928−14.6% | Reduced |
| Laidlaw Wealth Management LLC | 5,439 | $573.4K | 0.21% | −2,303−29.7% | Reduced |
| StrategIQ Financial Group, LLC | 5,449 | $574.5K | 0.06% | −119−2.1% | Reduced |
| LifePro Asset Management | 5,450 | $574.6K | 0.44% | +1,074+24.5% | Added |
| LGL Partners, LLC | 5,451 | $574.7K | 0.08% | +199+3.8% | Added |
| Delta Asset Management LLC | 5,459 | $575.5K | 0.05% | −60−1.1% | Reduced |
| Alhambra Investment Partners LLC | 5,466 | $576.3K | 0.34% | +166+3.1% | Added |
| Perennial Investment Advisors, LLC | 5,505 | $580.4K | 0.10% | +494+9.9% | Added |
| Southern Capital Advisors, LLC | 5,521 | $582.1K | 0.41% | +220+4.2% | Added |
| Mirador Capital Partners LP | 5,524 | $582.4K | 0.12% | +4+0.1% | Added |
| Fort Point Capital Partners LLC | 5,528 | $582.8K | 0.09% | +62+1.1% | Added |
| Creative Financial Designs Inc | 5,550 | $585.1K | 0.06% | +59+1.1% | Added |
| Greatmark Investment Partners, Inc. | 5,581 | $588.4K | 0.09% | +11+0.2% | Added |
| Strait & Sound Wealth Management LLC | 5,551 | $590.8K | 0.37% | +900+19.4% | Added |
| Benjamin Edwards Inc | 5,621 | $593.0K | 0.13% | +1,386+32.7% | Added |
| Keystone Financial Group | 5,626 | $593.2K | 0.10% | −10−0.2% | Reduced |
| Brave Asset Management Inc | 5,629 | $593.5K | 0.17% | +50+0.9% | Added |
| Beacon Investment Advisory Services, Inc. | 5,641 | $594.8K | 0.03% | −18,991−77.1% | Reduced |
| Journey Strategic Wealth LLC | 5,646 | $595.2K | 0.03% | +870+18.2% | Added |
| Walker Asset Management, LLC | 5,656 | $596.4K | 0.43% | +7+0.1% | Added |
| True North Advisors, LLC | 5,664 | $597.2K | 0.15% | −169−2.9% | Reduced |
| LCNB Corp | 5,683 | $599.2K | 0.24% | +193+3.5% | Added |
| Old Point Trust & Financial Services N A | 5,687 | $599.6K | 0.24% | −1,031−15.3% | Reduced |
| BLB&B Advisors, LLC | 5,691 | $600.0K | 0.04% | +395+7.5% | Added |
| Peregrine Asset Advisers, Inc. | 5,709 | $601.9K | 0.29% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 5,710 | $602.0K | 0.21% | −452−7.3% | Reduced |
| Charter Research & Investment Group, Inc. | 5,720 | $603.1K | 0.50% | +530+10.2% | Added |
| Waterloo Capital, L.P. | 5,721 | $603.2K | 0.10% | +2,463+75.6% | Added |
| Avalon Trust Co | 5,736 | $604.7K | 0.06% | −40−0.7% | Reduced |
| Addison Advisors LLC | 5,738 | $605.0K | 0.24% | +566+10.9% | Added |
| Prairiewood Capital, LLC | 5,745 | $605.7K | 0.31% | −1,150−16.7% | Reduced |
| Israel Discount Bank of New York | 5,747 | $605.9K | 0.47% | +2,089+57.1% | Added |
| Donaldson Capital Management, LLC | 5,752 | $606.4K | 0.03% | −1,220−17.5% | Reduced |
| Icon Wealth Advisors, LLC | 5,771 | $608.4K | 0.06% | +5,771 | New |
| McLean Asset Management Corp | 5,922 | $608.4K | 0.23% | −426−6.7% | Reduced |
| Becker Capital Management Inc | 5,780 | $609.4K | 0.02% | −11−0.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 5,780 | $609.4K | 0.21% | +141+2.5% | Added |
| DeDora Capital, Inc. | 5,796 | $611.1K | 0.21% | +5+0.1% | Added |
| Novare Capital Management LLC | 5,798 | $611.3K | 0.06% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 5,800 | $611.5K | 0.17% | −496−7.9% | Reduced |
| Ballast Advisors LLC | 5,808 | $612.3K | 0.23% | −87−1.5% | Reduced |
| Main Street Financial Solutions, LLC | 5,813 | $612.9K | 0.08% | +1,966+51.1% | Added |
| Planning Center, Inc. | 5,831 | $614.8K | 0.14% | −4,955−45.9% | Reduced |
| Professional Advisory Services Inc | 5,830 | $615.0K | 0.09% | −100−1.7% | Reduced |
| Summit Global Investments | 5,839 | $616.0K | 0.04% | −1,144−16.4% | Reduced |
| SlateStone Wealth, LLC | 5,850 | $617.0K | 0.08% | −567−8.8% | Reduced |
| Inscription Capital, LLC | 5,854 | $617.2K | 0.17% | +486+9.1% | Added |
| Octavia Wealth Advisors, LLC | 5,865 | $618.3K | 0.11% | +118+2.1% | Added |
| SignalPoint Asset Management, LLC | 5,872 | $619.0K | 0.18% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 5,872 | $619.1K | 0.24% | +5,872 | New |
| Sippican Capital Advisors | 5,878 | $619.7K | 0.49% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 5,890 | $621.0K | 0.08% | −822−12.2% | Reduced |
| Grove Bank & Trust | 5,904 | $622.5K | 0.11% | +1,641+38.5% | Added |
| PAX Financial Group, LLC | 5,350 | $624.2K | 0.13% | +460+9.4% | Added |
| Insight 2811, Inc. | 5,933 | $625.6K | 0.34% | −275−4.4% | Reduced |
| Texas Capital Bancshares Inc | 5,960 | $628.4K | 0.33% | +5,960 | New |
| Sitrin Capital Management LLC | 5,961 | $628.5K | 0.37% | 00.0% | Unchanged |
| Everett Harris & Co | 5,969 | $629.3K | 0.01% | −100−1.6% | Reduced |
| LVM Capital Management Ltd | 5,986 | $631.0K | 0.08% | +200+3.5% | Added |
| Empire Financial Management Company, LLC | 5,987 | $631.2K | 0.25% | +521+9.5% | Added |
| Goelzer Investment Management, Inc. | 5,992 | $631.7K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 5,996 | $632.2K | 0.06% | +300+5.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 6,000 | $633.0K | 0.01% | +6,000 | New |