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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 6,006 | $633.2K | 0.02% | −5,016−45.5% | Reduced |
| TRUE Private Wealth Advisors | 6,019 | $634.6K | 0.08% | +979+19.4% | Added |
| Optas, LLC | 6,025 | $635.2K | 0.19% | +888+17.3% | Added |
| Drive Wealth Management, LLC | 6,034 | $636.1K | 0.21% | −371−5.8% | Reduced |
| Atom Investors LP | 6,050 | $637.9K | 0.11% | +6,050 | New |
| Northstar Advisory Group, LLC | 6,075 | $640.5K | 0.38% | −7,099−53.9% | Reduced |
| Northstar Group, Inc. | 6,082 | $641.2K | 0.14% | −220−3.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 6,084 | $641.5K | 0.12% | +897+17.3% | Added |
| McKinley Carter Wealth Services, Inc. | 6,106 | $643.8K | 0.05% | +6+0.1% | Added |
| Heritage Investment Group, Inc. | 6,113 | $644.0K | 0.14% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 6,108 | $644.0K | 0.27% | +126+2.1% | Added |
| Janney Capital Management LLC | 6,129 | $646.0K | 0.04% | −2,000−24.6% | Reduced |
| Stockman Wealth Management, Inc. | 6,129 | $646.2K | 0.13% | −345−5.3% | Reduced |
| Dover Advisors, LLC | 6,130 | $646.3K | 0.85% | −989−13.9% | Reduced |
| MCF Advisors LLC | 6,141 | $647.5K | 0.05% | +30+0.5% | Added |
| Buckingham Strategic Partners | 6,180 | $651.7K | 0.03% | −2,727−30.6% | Reduced |
| Western Wealth Management, LLC | 6,267 | $660.7K | 0.05% | +104+1.7% | Added |
| Ridgewood Investments LLC | 6,270 | $661.1K | 0.39% | +3,601+134.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 6,273 | $661.3K | 0.36% | +18+0.3% | Added |
| United Community Bank | 6,278 | $661.9K | 0.28% | −207−3.2% | Reduced |
| Shell Asset Management Co | 6,287 | $663.0K | 0.03% | −7,782−55.3% | Reduced |
| Ninepoint Partners LP | 6,290 | $663.2K | 0.09% | +6,290 | New |
| Altrius Capital Management Inc | 6,294 | $663.6K | 0.18% | −235−3.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 6,339 | $668.3K | 0.02% | +819+14.8% | Added |
| Fca Corp | 6,340 | $668.4K | 0.23% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6,340 | $668.4K | 0.52% | +6,340 | New |
| AdvisorNet Financial, Inc | 6,348 | $669.3K | 0.06% | +1,486+30.6% | Added |
| Greenwood Gearhart Inc | 6,353 | $669.8K | 0.07% | −2,562−28.7% | Reduced |
| Change Path, LLC | 6,363 | $670.0K | 0.04% | +2,253+54.8% | Added |
| BIP Wealth, LLC | 6,369 | $671.6K | 0.05% | +123+2.0% | Added |
| Moloney Securities Asset Management, LLC | 6,381 | $672.7K | 0.11% | +300+4.9% | Added |
| RB Capital Management, LLC | 6,386 | $673.2K | 0.19% | +14+0.2% | Added |
| Richwood Investment Advisors, LLC | 6,391 | $673.8K | 0.63% | −30−0.5% | Reduced |
| Tilt Investment Management Holdings, PBC | 6,415 | $676.3K | 0.73% | −1,679−20.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,422 | $677.0K | 0.41% | −39−0.6% | Reduced |
| Red Door Wealth Management, LLC | 6,446 | $679.6K | 0.15% | +1,104+20.7% | Added |
| Sompo Asset Management Co., Ltd. | 6,450 | $680.0K | 0.12% | −850−11.6% | Reduced |
| Centerpoint Advisors, LLC | 6,484 | $684.0K | 0.27% | −100−1.5% | Reduced |
| Ascent Wealth Partners, LLC | 6,496 | $684.9K | 0.11% | +50+0.8% | Added |
| Clarkston Capital Partners, LLC | 6,501 | $685.4K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 6,505 | $685.8K | 0.05% | +387+6.3% | Added |
| Guardian Wealth Advisors, LLC | 6,510 | $686.3K | 0.10% | −435−6.3% | Reduced |
| Gemmer Asset Management LLC | 6,520 | $687.4K | 0.08% | +11+0.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,529 | $688.0K | 0.08% | −1,200−15.5% | Reduced |
| Davis Investment Partners, LLC | 6,708 | $688.1K | 0.33% | +10+0.1% | Added |
| ORG Partners LLC | 6,537 | $689.4K | 0.12% | +1,241+23.4% | Added |
| Consolidated Planning Corp | 6,543 | $689.9K | 0.13% | +221+3.5% | Added |
| Catalina Capital Group, LLC | 6,560 | $691.7K | 0.53% | +6,560 | New |
| Radnor Capital Management, LLC | 6,573 | $693.0K | 0.13% | 00.0% | Unchanged |
| Davidson Trust Co | 6,590 | $694.8K | 0.45% | +835+14.5% | Added |
| Rbo & Co LLC | 6,600 | $695.8K | 0.12% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 6,608 | $696.7K | 0.03% | +6,608 | New |
| Armbruster Capital Management, Inc. | 6,611 | $697.0K | 0.16% | −220−3.2% | Reduced |
| Catalytic Wealth RIA, LLC | 6,689 | $705.2K | 0.32% | +6,689 | New |
| Premier Path Wealth Partners, LLC | 6,692 | $705.6K | 0.16% | +6,692 | New |
| Finivi Inc. | 6,696 | $705.9K | 0.69% | +6,696 | New |
| Beach Investment Counsel Inc | 6,700 | $706.0K | 0.09% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 6,698 | $706.2K | 0.13% | +55+0.8% | Added |
| Magnolia Capital Advisors LLC | 6,221 | $710.2K | 0.52% | +1,371+28.3% | Added |
| Legacy Capital Group California, Inc. | 6,749 | $711.5K | 0.28% | +353+5.5% | Added |
| Hamilton Capital, LLC | 6,758 | $712.5K | 0.06% | −434−6.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,802 | $712.6K | 0.16% | +2,247+49.3% | Added |
| CNB Bank | 6,767 | $713.4K | 0.38% | −281−4.0% | Reduced |
| Thrive Wealth Management, LLC | 6,774 | $714.2K | 0.16% | +8+0.1% | Added |
| Norwood Financial Corp | 6,775 | $714.3K | 1.08% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 6,780 | $714.8K | 0.06% | −100−1.5% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 6,800 | $716.9K | 0.10% | −540,700−98.8% | Reduced |
| Phillips Wealth Planners LLC | 6,602 | $717.7K | 0.86% | +1,374+26.3% | Added |
| Lee Financial Co | 6,822 | $719.2K | 0.13% | −9−0.1% | Reduced |
| First National Bank & Trust Co of Newtown | 6,840 | $721.1K | 0.15% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 6,850 | $722.2K | 0.12% | +6,850 | New |
| Oliver Lagore Vanvalin Investment Group | 6,851 | $722.3K | 0.27% | +988+16.9% | Added |
| Prescott Group Capital Management, L.L.C. | 6,862 | $723.0K | 0.13% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 6,879 | $725.3K | 0.28% | −50−0.7% | Reduced |
| Macroview Investment Management LLC | 6,890 | $726.5K | 0.87% | −2,258−24.7% | Reduced |
| Forte Capital LLC | 6,893 | $726.7K | 0.10% | −100−1.4% | Reduced |
| Magnus Financial Group LLC | 6,911 | $728.6K | 0.10% | −200−2.8% | Reduced |
| Key Financial Inc | 6,916 | $729.2K | 0.20% | +396+6.1% | Added |
| TrinityPoint Wealth, LLC | 6,920 | $729.6K | 0.13% | +2,348+51.4% | Added |
| Garde Capital, Inc. | 6,937 | $731.0K | 0.06% | 00.0% | Unchanged |
| Laraway Financial Inc | 6,934 | $731.1K | 0.69% | +25+0.4% | Added |
| Confluence Wealth Services, Inc. | 6,943 | $732.0K | 0.08% | +515+8.0% | Added |
| Sand Hill Global Advisors, LLC | 6,948 | $732.5K | 0.04% | +1,226+21.4% | Added |
| Landmark Wealth Management, LLC | 6,975 | $735.0K | 0.36% | 00.0% | Unchanged |
| Sabal Trust CO | 6,988 | $736.7K | 0.05% | +215+3.2% | Added |
| Plancorp, LLC | 7,017 | $739.8K | 0.04% | +308+4.6% | Added |
| TBH Global Asset Management, LLC | 7,021 | $740.2K | 0.15% | +9+0.1% | Added |
| Studio Investment Management LLC | 7,031 | $741.3K | 0.19% | +3,184+82.8% | Added |
| Coastal Investment Advisors, Inc. | 7,036 | $741.9K | 0.17% | +3,559+102.4% | Added |
| Beese Fulmer Investment Management, Inc. | 7,044 | $742.6K | 0.08% | +200+2.9% | Added |
| Plotkin Financial Advisors, LLC | 7,061 | $744.4K | 0.57% | +786+12.5% | Added |
| Wealth Effects LLC | 7,065 | $744.9K | 0.28% | +1,060+17.7% | Added |
| Intellectus Partners, LLC | 7,084 | $746.9K | 0.22% | 00.0% | Unchanged |
| Leisure Capital Management | 7,086 | $747.1K | 0.40% | −64−0.9% | Reduced |
| CoreCap Advisors, LLC | 7,106 | $749.2K | 0.05% | −1,671−19.0% | Reduced |
| Bank Hapoalim BM | 7,116 | $750.0K | 0.10% | +7,116 | New |
| Schwerin Boyle Capital Management Inc | 7,124 | $751.1K | 0.08% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 7,134 | $752.1K | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 7,146 | $753.4K | 0.03% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 7,147 | $753.5K | 0.19% | +7,147 | New |