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, 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 |
|---|---|---|---|---|---|
| HF Advisory Group, LLC | 8,554 | $901.8K | 0.58% | +2,596+43.6% | Added |
| Associated Banc-Corp | 8,567 | $903.2K | 0.03% | +554+6.9% | Added |
| Mengis Capital Management, Inc. | 8,570 | $903.5K | 0.17% | +200+2.4% | Added |
| Laurel Wealth Advisors LLC | 8,594 | $906.1K | 0.17% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 8,598 | $906.5K | 0.22% | +6,954+423.0% | Added |
| Marathon Trading Investment Management LLC | 8,600 | $906.7K | 0.17% | +6,600+330.0% | Added |
| AnglePoint Asset Management Ltd | 8,600 | $906.7K | 1.15% | +8,600 | New |
| Oxford Financial Group Ltd | 8,612 | $907.9K | 0.07% | −98−1.1% | Reduced |
| Bigelow Investment Advisors, LLC | 8,636 | $910.5K | 0.49% | −40−0.5% | Reduced |
| Northstar Asset Management LLC | 8,636 | $910.5K | 0.24% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 8,661 | $913.1K | 0.19% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 8,669 | $914.0K | 0.40% | −10−0.1% | Reduced |
| Glassman Wealth Services | 8,726 | $919.9K | 0.13% | +26+0.3% | Added |
| Legacy Advisors, LLC | 8,735 | $920.9K | 0.12% | +788+9.9% | Added |
| Baldwin Investment Management, LLC | 8,738 | $921.2K | 0.14% | +625+7.7% | Added |
| NBC Securities, Inc. | 8,780 | $925.0K | 0.09% | −311−3.4% | Reduced |
| American National Bank | 8,785 | $926.2K | 0.15% | −10,594−54.7% | Reduced |
| Blueshift Asset Management, LLC | 8,791 | $926.8K | 0.49% | +1,964+28.8% | Added |
| Investment Partners Asset Management, Inc. | 8,820 | $929.9K | 0.93% | +8,820 | New |
| Venturi Wealth Management, LLC | 8,840 | $932.0K | 0.07% | +13+0.1% | Added |
| Avestar Capital, LLC | 8,851 | $933.2K | 0.12% | +1,876+26.9% | Added |
| Sendero Wealth Management, LLC | 8,875 | $935.7K | 0.18% | −20,181−69.5% | Reduced |
| Davis Capital Management | 8,879 | $936.2K | 0.90% | +8,879 | New |
| Edgemoor Investment Advisors, Inc. | 8,885 | $936.7K | 0.10% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 8,897 | $938.0K | 0.15% | +321+3.7% | Added |
| National Philanthropic Trust | 8,917 | $940.1K | 0.02% | +8,917 | New |
| Howland Capital Management LLC | 8,920 | $940.4K | 0.05% | +480+5.7% | Added |
| Osborne Partners Capital Management, LLC | 8,948 | $943.4K | 0.06% | −150−1.6% | Reduced |
| United Bank | 8,976 | $946.3K | 0.52% | +931+11.6% | Added |
| Astoria Portfolio Advisors LLC. | 8,251 | $951.4K | 0.39% | +2,447+42.2% | Added |
| Corundum Group, Inc. | 9,043 | $953.4K | 0.48% | +477+5.6% | Added |
| Aspire Private Capital, LLC | 9,050 | $954.2K | 0.28% | +114+1.3% | Added |
| FinTrust Capital Advisors, LLC | 9,052 | $954.3K | 0.19% | −377−4.0% | Reduced |
| Lipe & Dalton | 9,081 | $957.0K | 0.52% | 00.0% | Unchanged |
| Greenfield Savings Bank | 9,088 | $958.1K | 0.55% | +54+0.6% | Added |
| Enterprise Financial Services Corp | 9,089 | $958.3K | 0.58% | +26+0.3% | Added |
| Fidelis Capital Partners, LLC | 9,123 | $961.8K | 0.21% | +1,886+26.1% | Added |
| Horst & Graben Wealth Management LLC | 9,126 | $962.1K | 0.21% | +36+0.4% | Added |
| Good Life Advisors, LLC | 9,131 | $962.7K | 0.10% | −12−0.1% | Reduced |
| Oxford Asset Management LLP | 9,147 | $964.4K | 1.46% | +9,147 | New |
| Cambridge Advisors Inc. | 9,150 | $964.7K | 0.24% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 9,157 | $965.4K | 0.10% | +9,157 | New |
| GeoWealth Management, LLC | 9,180 | $968.0K | 0.08% | +7,787+559.0% | Added |
| Inspire Trust Co, N.A. | 9,189 | $968.8K | 1.00% | +9,189 | New |
| RW Investment Management LLC | 9,189 | $968.8K | 0.15% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 9,190 | $969.0K | 0.42% | +49+0.5% | Added |
| Rossmore Private Capital | 9,204 | $970.4K | 0.14% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 8,415 | $974.8K | 1.14% | +8,415 | New |
| Appleton Partners Inc | 9,268 | $977.0K | 0.08% | −325−3.4% | Reduced |
| Disciplined Equity Management, Inc. | 9,270 | $977.3K | 0.67% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 9,322 | $982.8K | 0.20% | 00.0% | Unchanged |
| Peoples Bank | 9,322 | $982.8K | 0.58% | 00.0% | Unchanged |
| Jacobs & Co | 9,339 | $984.0K | 0.11% | −59−0.6% | Reduced |
| Clare Market Investments LLC | 9,338 | $984.5K | 0.34% | −1,825−16.3% | Reduced |
| Personal Cfo Solutions, LLC | 9,339 | $984.6K | 0.17% | +4,978+114.1% | Added |
| Adirondack Trust Co | 8,837 | $986.9K | 0.43% | −198−2.2% | Reduced |
| Beaton Management Co. Inc. | 9,369 | $988.0K | 0.59% | +2,000+27.1% | Added |
| FSB Premier Wealth Management, Inc. | 9,376 | $988.5K | 0.49% | +1,539+19.6% | Added |
| Alpha Omega Wealth Management LLC | 9,377 | $988.6K | 0.16% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 9,393 | $990.4K | 0.12% | +300+3.3% | Added |
| Hunter Associates Investment Management LLC | 9,411 | $991.0K | 0.18% | +719+8.3% | Added |
| Leonteq Securities AG | 9,422 | $993.4K | 0.13% | −6,557−41.0% | Reduced |
| Entropy Technologies, LP | 9,439 | $995.2K | 0.18% | +9,439 | New |
| Everpar Advisors LLC | 9,469 | $998.3K | 0.46% | +9,469 | New |
| Desjardins Global Asset Management Inc. | 9,496 | $1.00M | 0.11% | −20,582−68.4% | Reduced |
| Insigneo Advisory Services, LLC | 9,518 | $1.00M | 0.14% | +1,576+19.8% | Added |
| Boit C F David | 9,800 | $1.00M | 0.57% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 9,533 | $1.01M | 0.37% | +9,533 | New |
| AlphaCore Capital LLC | 9,534 | $1.01M | 0.15% | −50−0.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 9,548 | $1.01M | 0.06% | +105+1.1% | Added |
| Formidable Asset Management, LLC | 9,550 | $1.01M | 0.22% | −161−1.7% | Reduced |
| Moreno Evelyn V | 9,561 | $1.01M | 0.48% | −1,000−9.5% | Reduced |
| Duncker Streett & Co Inc | 9,578 | $1.01M | 0.21% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 9,581 | $1.01M | 0.37% | +217+2.3% | Added |
| Nicolet Bankshares Inc | 9,603 | $1.01M | 0.27% | +794+9.0% | Added |
| Vista Private Wealth Partners. LLC | 9,840 | $1.01M | 0.54% | −272−2.7% | Reduced |
| Trillium Asset Management, LLC | 9,614 | $1.01M | 0.03% | −716−6.9% | Reduced |
| Narus Financial Partners, LLC | 9,650 | $1.02M | 0.49% | +6,682+225.1% | Added |
| Bonness Enterprises Inc | 9,660 | $1.02M | 0.43% | 00.0% | Unchanged |
| Assetmark, Inc | 9,663 | $1.02M | 0.00% | +317+3.4% | Added |
| Strategic Investment Advisors | 9,673 | $1.02M | 0.15% | −413−4.1% | Reduced |
| Lake Street Financial LLC | 9,724 | $1.03M | 0.16% | +7,473+332.0% | Added |
| Sage Rhino Capital LLC | 9,748 | $1.03M | 0.26% | +10+0.1% | Added |
| Hollencrest Capital Management | 9,756 | $1.03M | 0.10% | −150−1.5% | Reduced |
| Geller Advisors LLC | 9,763 | $1.03M | 0.10% | −118−1.2% | Reduced |
| Rockland Trust Co | 9,771 | $1.03M | 0.06% | +3,020+44.7% | Added |
| Wealth Alliance Advisory Group, LLC | 9,781 | $1.03M | 0.27% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 9,795 | $1.03M | 0.70% | +140+1.5% | Added |
| Capital Markets Trading UK LLP | 9,805 | $1.03M | 0.76% | −25,775−72.4% | Reduced |
| Stablepoint Partners, LLC | 9,823 | $1.04M | 0.27% | +9,823 | New |
| BSW Wealth Partners | 9,878 | $1.04M | 0.21% | +297+3.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9,883 | $1.04M | 0.16% | +190+2.0% | Added |
| Weatherly Asset Management L. P. | 9,887 | $1.04M | 0.11% | −1,568−13.7% | Reduced |
| Zhang Financial LLC | 9,892 | $1.04M | 0.09% | +1,672+20.3% | Added |
| RBF Capital, LLC | 10,000 | $1.05M | 0.07% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10,023 | $1.06M | 0.10% | 00.0% | Unchanged |
| Keystone Financial Services | 10,044 | $1.06M | 0.50% | +133+1.3% | Added |
| Sky Investment Group LLC | 10,060 | $1.06M | 0.22% | +660+7.0% | Added |
| Cornerstone National Bank & Trust Co | 10,078 | $1.06M | 0.57% | −133−1.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 10,001 | $1.06M | 0.64% | +251+2.6% | Added |