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 |
|---|---|---|---|---|---|
| Everhart Financial Group, Inc. | 7,163 | $755.2K | 0.27% | +96+1.4% | Added |
| Edgestream Partners, L.P. | 7,184 | $757.4K | 0.05% | −3,087−30.1% | Reduced |
| Gryphon Financial Partners LLC | 7,269 | $758.2K | 0.13% | +1,757+31.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 7,216 | $760.9K | 0.23% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 7,217 | $761.0K | 0.14% | +323+4.7% | Added |
| Ipswich Investment Management Co., Inc. | 7,223 | $761.5K | 0.19% | −1,040−12.6% | Reduced |
| Davidson Investment Advisors | 7,240 | $763.3K | 0.04% | −2,355−24.5% | Reduced |
| Pensionmark Financial Group, LLC | 7,247 | $764.1K | 0.10% | +4,551+168.8% | Added |
| Abacus Planning Group, Inc. | 7,252 | $764.6K | 0.16% | +86+1.2% | Added |
| FSM Wealth Advisors, LLC | 7,252 | $764.6K | 0.33% | −85−1.2% | Reduced |
| Berger Financial Group, Inc | 7,255 | $764.9K | 0.08% | +241+3.4% | Added |
| LBMC Investment Advisors, LLC | 7,263 | $765.7K | 0.07% | −183−2.5% | Reduced |
| Silicon Valley Capital Partners | 7,269 | $766.3K | 0.13% | +1,966+37.1% | Added |
| Barton Investment Management | 7,275 | $767.0K | 0.10% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7,278 | $767.3K | 0.03% | +505+7.5% | Added |
| Johnson Financial Group, Inc. | 7,302 | $769.9K | 0.04% | −602−7.6% | Reduced |
| Traphagen Investment Advisors LLC | 7,323 | $772.1K | 0.09% | +1,281+21.2% | Added |
| Pointe Capital Management LLC | 7,328 | $772.6K | 0.54% | +751+11.4% | Added |
| Nemes Rush Group LLC | 7,334 | $773.2K | 0.12% | +86+1.2% | Added |
| Mechanics Financial Corp | 7,358 | $775.8K | 0.44% | −10.0% | Reduced |
| Mayflower Financial Advisors, LLC | 7,361 | $776.0K | 0.11% | +69+0.9% | Added |
| Gerber, LLC | 7,400 | $780.1K | 0.70% | +7,400 | New |
| Sunbelt Securities, Inc. | 7,401 | $780.3K | 0.10% | +3,078+71.2% | Added |
| SeaBridge Investment Advisors LLC | 7,414 | $781.7K | 0.23% | +7,414 | New |
| Newman Dignan & Sheerar, Inc. | 7,449 | $785.3K | 0.24% | +754+11.3% | Added |
| Landaas & Co | 7,464 | $787.0K | 0.29% | +1,435+23.8% | Added |
| Richard W. Paul & Associates, LLC | 7,470 | $787.6K | 0.33% | −44−0.6% | Reduced |
| Northeast Investment Management | 7,485 | $789.1K | 0.04% | 00.0% | Unchanged |
| Bath Savings Trust Co | 7,485 | $789.1K | 0.09% | 00.0% | Unchanged |
| McMorgan & Co LLC | 7,489 | $789.6K | 0.13% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 7,491 | $789.8K | 0.12% | +7,491 | New |
| Capital Asset Advisory Services LLC | 7,514 | $792.2K | 0.05% | +426+6.0% | Added |
| Columbia Asset Management | 7,550 | $796.0K | 0.16% | 00.0% | Unchanged |
| Monument Capital Management | 7,552 | $796.2K | 0.26% | −1,139−13.1% | Reduced |
| Sigma Investment Counselors Inc | 7,556 | $796.6K | 0.06% | −1,043−12.1% | Reduced |
| Maven Securities LTD | 7,591 | $800.3K | 0.09% | −24,186−76.1% | Reduced |
| Hilltop Holdings Inc. | 7,603 | $801.6K | 0.09% | +1,173+18.2% | Added |
| S.A. Mason LLC | 7,620 | $803.4K | 0.54% | +5+0.1% | Added |
| Financial Security Advisor, Inc. | 7,626 | $804.0K | 0.32% | +2,205+40.7% | Added |
| Birch Capital Management, LLC | 7,634 | $804.9K | 0.46% | −138−1.8% | Reduced |
| Hoylecohen, LLC | 7,639 | $805.4K | 0.07% | +1,119+17.2% | Added |
| CVA Family Office, LLC | 7,651 | $806.7K | 0.16% | −298−3.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,664 | $808.0K | 0.53% | 00.0% | Unchanged |
| BancorpSouth Bank | 7,699 | $811.7K | 0.07% | −265−3.3% | Reduced |
| Tranquilli Financial Advisor LLC | 7,699 | $811.7K | 0.57% | +356+4.8% | Added |
| Capital Advisors, Ltd. LLC | 7,707 | $813.0K | 0.11% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7,721 | $814.0K | 0.09% | −643−7.7% | Reduced |
| Cookson Peirce & Co Inc | 7,749 | $817.0K | 0.05% | +253+3.4% | Added |
| Symphony Financial, Ltd. Co. | 7,686 | $817.6K | 0.18% | +1,561+25.5% | Added |
| Warren Averett Asset Management, LLC | 7,758 | $817.9K | 0.03% | +1,248+19.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 7,758 | $817.9K | 0.10% | −890−10.3% | Reduced |
| 180 Wealth Advisors, LLC | 7,874 | $819.4K | 0.16% | +77+1.0% | Added |
| Old Mission Investment Co LLC | 7,773 | $819.5K | 0.29% | −163−2.1% | Reduced |
| Alliance Wealth Advisors, LLC | 7,776 | $819.8K | 0.28% | +299+4.0% | Added |
| American Capital Advisory, LLC | 7,784 | $820.7K | 0.59% | +7,784 | New |
| Arkadios Wealth Advisors | 7,804 | $822.8K | 0.07% | +1,687+27.6% | Added |
| WealthTrust Axiom LLC | 7,811 | $823.5K | 0.28% | +73+0.9% | Added |
| Vanguard Capital Wealth Advisors | 7,824 | $824.9K | 0.67% | +70+0.9% | Added |
| Gabelli Funds LLC | 7,827 | $825.2K | 0.01% | +541+7.4% | Added |
| All Terrain Financial Advisors, LLC | 7,852 | $827.8K | 0.38% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,873 | $827.9K | 0.11% | −947−10.7% | Reduced |
| Essex Savings Bank | 7,861 | $828.8K | 0.24% | +2,596+49.3% | Added |
| Zuckerman Investment Group, LLC | 7,877 | $830.5K | 0.11% | 00.0% | Unchanged |
| Patten & Patten Inc | 7,922 | $835.3K | 0.07% | +65+0.8% | Added |
| United Bank | 7,935 | $836.6K | 0.11% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 7,951 | $838.3K | 0.58% | −174−2.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 8,000 | $843.4K | 0.12% | +2,000+33.3% | Added |
| Atlas Capital Advisors LLC | 8,016 | $845.1K | 0.12% | +750+10.3% | Added |
| Plante Moran Financial Advisors, LLC | 8,058 | $849.6K | 0.09% | +536+7.1% | Added |
| Bowen Hanes & Co Inc | 8,065 | $850.3K | 0.03% | 00.0% | Unchanged |
| Csenge Advisory Group | 8,097 | $853.7K | 0.05% | +520+6.9% | Added |
| Meritas Wealth Management, LLC | 8,105 | $854.5K | 0.64% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 8,189 | $863.4K | 0.48% | −1,164−12.4% | Reduced |
| Union Savings Bank | 8,202 | $864.7K | 0.49% | −1,681−17.0% | Reduced |
| Camden Capital, LLC | 8,203 | $864.8K | 0.09% | +4,508+122.0% | Added |
| Harvest Fund Management Co., Ltd | 8,204 | $865.0K | 0.13% | −3,207−28.1% | Reduced |
| TCG Advisory Services, LLC | 8,206 | $865.1K | 0.06% | +3,791+85.9% | Added |
| Regatta Capital Group, LLC | 8,212 | $865.8K | 0.23% | −476−5.5% | Reduced |
| Morton Capital Management LLC | 8,221 | $866.7K | 0.26% | +42+0.5% | Added |
| Knuff & Co LLC | 8,252 | $870.0K | 0.32% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 8,282 | $873.2K | 0.10% | +165+2.0% | Added |
| Excalibur Management Corp | 8,284 | $873.4K | 0.41% | −42−0.5% | Reduced |
| Stableford Capital II LLC | 8,344 | $874.2K | 0.37% | +667+8.7% | Added |
| Advisory Research Inc | 8,307 | $875.8K | 0.14% | −6,023−42.0% | Reduced |
| MONECO Advisors, LLC | 8,359 | $881.3K | 0.17% | −306−3.5% | Reduced |
| Bremer Bank National Association | 8,371 | $882.6K | 0.16% | −103−1.2% | Reduced |
| Norden Group LLC | 8,371 | $882.6K | 0.15% | −1,013−10.8% | Reduced |
| Cim Investment Mangement Inc | 8,384 | $883.9K | 0.28% | 00.0% | Unchanged |
| Gries Financial LLC | 8,397 | $885.3K | 0.19% | +609+7.8% | Added |
| IPG Investment Advisors LLC | 8,400 | $885.6K | 0.18% | +8,400 | New |
| LCM Capital Management Inc | 8,404 | $886.0K | 0.64% | −36−0.4% | Reduced |
| Quent Capital, LLC | 8,442 | $890.1K | 0.12% | +647+8.3% | Added |
| Fagan Associates, Inc. | 8,466 | $892.6K | 0.19% | +3,568+72.8% | Added |
| Exchange Traded Concepts, LLC | 8,499 | $896.0K | 0.02% | −4,341−33.8% | Reduced |
| First Commonwealth Financial Corp | 8,501 | $896.3K | 0.28% | −1,843−17.8% | Reduced |
| Eudaimonia Partners, LLC | 8,507 | $896.9K | 0.23% | +4,003+88.9% | Added |
| Avidian Wealth Solutions, LLC | 8,516 | $897.9K | 0.06% | +90+1.1% | Added |
| Montecito Bank & Trust | 8,517 | $897.9K | 0.19% | −762−8.2% | Reduced |
| Nelson Capital Management, LLC | 8,538 | $900.2K | 0.20% | 00.0% | Unchanged |
| Brown Capital Management LLC | 8,540 | $900.4K | 0.01% | 00.0% | Unchanged |