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 | 3,508 | $177.8B |
| Q4 2025 | 3,780 | $242.8B |
| Q3 2025 | 3,833 | $348.7B |
| Q2 2025 | 3,631 | $271.4B |
| Q1 2025 | 3,260 | $171.9B |
| Q4 2024 | 3,357 | $204.5B |
| Q3 2024 | 3,078 | $206.6B |
| Q2 2024 | 2,927 | $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 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 10,102 | $1.06M | 0.12% | +43+0.4% | Added |
| Charles Schwab Trust Co | 10,118 | $1.07M | 0.11% | −505−4.8% | Reduced |
| Apeiron RIA LLC | 10,128 | $1.07M | 0.33% | +132+1.3% | Added |
| Pure Financial Advisors, Inc. | 10,128 | $1.07M | 0.04% | +2,167+27.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,155 | $1.07M | 0.28% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 10,157 | $1.07M | 0.22% | +30.0% | Added |
| Symmetry Partners, LLC | 10,116 | $1.07M | 0.06% | −4,178−29.2% | Reduced |
| ABN AMRO Bank N.V. | 10,163 | $1.08M | 0.02% | +1,845+22.2% | Added |
| Ami Investment Management Inc | 10,217 | $1.08M | 0.44% | −2,444−19.3% | Reduced |
| Peoples Bank | 10,229 | $1.08M | 0.86% | −1,128−9.9% | Reduced |
| Auxano Advisors, LLC | 10,230 | $1.08M | 0.36% | −20.0% | Reduced |
| Trustco Bank Corp N Y | 10,254 | $1.08M | 1.17% | −50−0.5% | Reduced |
| Benin Management CORP | 10,275 | $1.08M | 0.37% | −280−2.7% | Reduced |
| US Asset Management LLC | 10,287 | $1.08M | 1.07% | +10,287 | New |
| Boston Research & Management Inc | 10,319 | $1.09M | 0.29% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,319 | $1.09M | 0.10% | −392−3.7% | Reduced |
| Northern Oak Wealth Management Inc | 10,335 | $1.09M | 0.13% | −5,020−32.7% | Reduced |
| Rehmann Capital Advisory Group | 10,337 | $1.09M | 0.09% | +297+3.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 10,365 | $1.09M | 0.01% | +2,100+25.4% | Added |
| Winthrop Capital Management, LLC | 10,397 | $1.10M | 0.36% | +10,397 | New |
| Arlington Trust Co LLC | 10,432 | $1.10M | 0.31% | −15,517−59.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 10,522 | $1.11M | 0.35% | 00.0% | Unchanged |
| Operose Advisors LLC | 10,523 | $1.11M | 0.44% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 10,535 | $1.11M | 0.13% | +108+1.0% | Added |
| Miller Investment Management, LP | 10,543 | $1.11M | 0.16% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 10,558 | $1.11M | 0.12% | +360+3.5% | Added |
| Cary Street Partner Investment Advisory LLC | 10,562 | $1.11M | 0.05% | +2,721+34.7% | Added |
| White Pine Capital LLC | 10,564 | $1.11M | 0.43% | −345−3.2% | Reduced |
| Tevis Investment Management | 10,565 | $1.11M | 1.03% | −7−0.1% | Reduced |
| SRN Advisors, LLC | 10,584 | $1.12M | 1.00% | +187+1.8% | Added |
| Eos Management, L.P. | 10,624 | $1.12M | 0.50% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 10,625 | $1.12M | 1.04% | +1,672+18.7% | Added |
| Capital Analysts, LLC | 10,682 | $1.13M | 0.06% | +433+4.2% | Added |
| CMG Global Holdings, LLC | 9,993 | $1.13M | 0.82% | −47−0.5% | Reduced |
| Leo Wealth, LLC | 10,695 | $1.13M | 0.12% | +10,695 | New |
| Graypoint LLC | 10,725 | $1.13M | 0.09% | +1,468+15.9% | Added |
| Summit Trail Advisors, LLC | 10,761 | $1.13M | 0.04% | −1,284−10.7% | Reduced |
| Bank of Stockton | 10,395 | $1.14M | 0.38% | +2,115+25.5% | Added |
| Keudell/Morrison Wealth Management | 10,847 | $1.14M | 0.38% | +1,033+10.5% | Added |
| Unique Wealth Strategies, LLC | 10,923 | $1.15M | 0.77% | +10,923 | New |
| Icapital Wealth LLC | 10,927 | $1.15M | 0.74% | −22,180−67.0% | Reduced |
| Visionary Wealth Advisors | 10,939 | $1.15M | 0.08% | +2,494+29.5% | Added |
| Bogart Wealth, LLC | 10,945 | $1.15M | 0.07% | −119−1.1% | Reduced |
| Convergence Investment Partners, LLC | 10,976 | $1.16M | 0.60% | −866−7.3% | Reduced |
| M&G Investments (USA) Inc. | 11,021 | $1.16M | 1.14% | +11,021 | New |
| Landmark Financial Advisors, LLC | 11,010 | $1.16M | 0.42% | +51+0.5% | Added |
| Cubic Asset Management, LLC | 11,025 | $1.16M | 0.30% | −15−0.1% | Reduced |
| Steward Partners Investment Solutions, LLC | 11,043 | $1.16M | 0.49% | +11,043 | New |
| Boyd Wealth Management, LLC | 11,052 | $1.17M | 0.72% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 11,138 | $1.17M | 0.14% | +1,277+13.0% | Added |
| Eqis Capital Management, Inc. | 11,158 | $1.18M | 0.10% | −657−5.6% | Reduced |
| Certus Wealth Management, LLC | 11,161 | $1.18M | 1.00% | −161−1.4% | Reduced |
| Klingman & Associates, LLC | 11,199 | $1.18M | 0.09% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 11,200 | $1.18M | 0.31% | −200−1.8% | Reduced |
| Grandfield & Dodd, LLC | 11,200 | $1.18M | 0.08% | −200−1.8% | Reduced |
| Oarsman Capital, Inc. | 11,207 | $1.18M | 0.31% | −94−0.8% | Reduced |
| Platform Technology Partners | 10,220 | $1.18M | 0.46% | −243−2.3% | Reduced |
| Papp L Roy & Associates | 11,233 | $1.18M | 0.15% | −349−3.0% | Reduced |
| Atlas Brown,Inc. | 11,235 | $1.18M | 0.49% | −84−0.7% | Reduced |
| Beaumont Financial Advisors, LLC | 11,237 | $1.18M | 0.11% | −564−4.8% | Reduced |
| Kathmere Capital Management, LLC | 11,261 | $1.19M | 0.15% | −1,346−10.7% | Reduced |
| GYL Financial Synergies, LLC | 11,278 | $1.19M | 0.10% | +48+0.4% | Added |
| Grimes & Company, Inc. | 11,322 | $1.19M | 0.04% | +1,901+20.2% | Added |
| First Foundation Advisors | 11,342 | $1.20M | 0.05% | −2,574−18.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,347 | $1.20M | 0.14% | +339+3.1% | Added |
| Conning Inc. | 11,439 | $1.21M | 0.04% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 11,445 | $1.21M | 1.03% | +200+1.8% | Added |
| Solidarilty Wealth, LLC | 11,518 | $1.21M | 0.44% | +11,518 | New |
| Tompkins Financial Corp | 11,538 | $1.22M | 0.15% | +3,349+40.9% | Added |
| IHT Wealth Management, LLC | 11,562 | $1.22M | 0.05% | −801−6.5% | Reduced |
| Flagship Harbor Advisors, LLC | 11,582 | $1.22M | 0.09% | −35−0.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11,599 | $1.22M | 0.54% | +745+6.9% | Added |
| Delphi Management Inc | 11,617 | $1.23M | 1.13% | −22−0.2% | Reduced |
| London & Capital Asset Management Ltd | 11,658 | $1.23M | 0.10% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 11,664 | $1.23M | 0.41% | −4,654−28.5% | Reduced |
| Crestline Management, LP | 11,671 | $1.23M | 0.11% | +11,671 | New |
| Connecticut Wealth Management, LLC | 11,679 | $1.23M | 0.07% | +7,110+155.6% | Added |
| Titan Global Capital Management USA LLC | 11,719 | $1.24M | 0.25% | +11,719 | New |
| Roberts Glore & Co Inc | 11,723 | $1.24M | 0.38% | −110−0.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 11,725 | $1.24M | 1.16% | 00.0% | Unchanged |
| Provence Wealth Management Group | 11,755 | $1.24M | 0.67% | +1,491+14.5% | Added |
| EverSource Wealth Advisors, LLC | 11,924 | $1.26M | 0.12% | +179+1.5% | Added |
| UBS Oconnor LLC | 11,926 | $1.26M | 0.04% | +7,000+142.1% | Added |
| International Assets Investment Management, LLC | 11,947 | $1.26M | 0.16% | +7,230+153.3% | Added |
| Marcum Wealth, LLC | 11,953 | $1.26M | 0.13% | +404+3.5% | Added |
| Tempus Wealth Planning, LLC | 11,958 | $1.26M | 0.55% | −262−2.1% | Reduced |
| WBH Advisory Inc | 11,968 | $1.26M | 0.14% | −359−2.9% | Reduced |
| Curbstone Financial Management Corp | 12,000 | $1.27M | 0.29% | −200−1.6% | Reduced |
| Central Bank & Trust Co | 12,065 | $1.27M | 0.20% | −40−0.3% | Reduced |
| Circle Wealth Management, LLC | 12,141 | $1.28M | 0.03% | −2,642−17.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,449 | $1.28M | 0.31% | +10,488+534.8% | Added |
| PFG Investments, LLC | 12,152 | $1.28M | 0.24% | +1,670+15.9% | Added |
| Fox Hill Wealth Management | 12,174 | $1.28M | 0.98% | +12,174 | New |
| Dumont & Blake Investment Advisors LLC | 12,194 | $1.29M | 0.40% | −260−2.1% | Reduced |
| GAMMA Investing LLC | 11,547 | $1.29M | 0.35% | +11,547 | New |
| Independence Bank of Kentucky | 12,240 | $1.29M | 0.45% | +795+6.9% | Added |
| Proffitt & Goodson Inc | 12,298 | $1.30M | 0.24% | −26−0.2% | Reduced |
| GM Advisory Group, Inc. | 12,312 | $1.30M | 0.10% | +245+2.0% | Added |
| Level Four Advisory Services, LLC | 12,383 | $1.31M | 0.07% | +267+2.2% | Added |
| Lantz Financial LLC | 12,397 | $1.31M | 0.47% | +44+0.4% | Added |