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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 12,400 | $1.31M | 0.09% | +2,719+28.1% | Added |
| Sigma Planning Corp | 12,422 | $1.31M | 0.10% | −15,385−55.3% | Reduced |
| Voya Financial Advisors, Inc. | 12,387 | $1.32M | 0.16% | +1,057+9.3% | Added |
| Ashton Thomas Private Wealth, LLC | 12,510 | $1.32M | 0.08% | +308+2.5% | Added |
| Regal Investment Advisors LLC | 12,518 | $1.32M | 0.10% | +448+3.7% | Added |
| Emfo, LLC | 12,544 | $1.32M | 1.23% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 12,556 | $1.32M | 0.15% | +7,841+166.3% | Added |
| Game Plan Financial Advisors, LLC | 12,602 | $1.33M | 0.76% | +12,602 | New |
| Trueblood Wealth Management, LLC | 12,621 | $1.33M | 0.83% | +12,621 | New |
| Heartland Advisors Inc | 12,624 | $1.33M | 0.07% | −376−2.9% | Reduced |
| Aptus Capital Advisors, LLC | 12,649 | $1.33M | 0.04% | −170−1.3% | Reduced |
| Joel Isaacson & Co., LLC | 12,661 | $1.33M | 0.08% | +197+1.6% | Added |
| Altfest L J & Co Inc | 12,664 | $1.33M | 0.19% | +2,984+30.8% | Added |
| Timber Creek Capital Management LLC | 12,663 | $1.34M | 0.45% | −485−3.7% | Reduced |
| Auxier Asset Management | 12,673 | $1.34M | 0.22% | −425−3.2% | Reduced |
| Wealth Alliance | 12,690 | $1.34M | 0.19% | +336+2.7% | Added |
| RDA Financial Network | 12,747 | $1.34M | 0.51% | +5,220+69.4% | Added |
| First Interstate Bank | 12,789 | $1.35M | 0.10% | −285−2.2% | Reduced |
| XR Securities LLC | 12,794 | $1.35M | 0.43% | +12,794 | New |
| First National Bank Sioux Falls | 12,808 | $1.35M | 0.69% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 12,814 | $1.35M | 0.41% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 12,814 | $1.35M | 0.11% | +10.0% | Added |
| Boltwood Capital Management | 12,837 | $1.35M | 0.45% | +515+4.2% | Added |
| Alaethes Wealth LLC | 12,853 | $1.36M | 0.64% | +901+7.5% | Added |
| Northern Financial Advisors Inc | 12,863 | $1.36M | 1.14% | −757−5.6% | Reduced |
| Ervin Investment Management, LLC | 12,825 | $1.36M | 1.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 12,903 | $1.36M | 0.21% | +4,074+46.1% | Added |
| Buckingham Capital Management, Inc. | 12,907 | $1.36M | 0.18% | +987+8.3% | Added |
| Insight Wealth Strategies, LLC | 12,935 | $1.36M | 0.22% | +12,935 | New |
| Parisi Gray Wealth Management | 12,941 | $1.36M | 0.55% | +50.0% | Added |
| Notis-McConarty Edward | 12,950 | $1.37M | 0.54% | −750−5.5% | Reduced |
| King Wealth | 12,971 | $1.37M | 0.26% | +5,053+63.8% | Added |
| Qsemble Capital Management, LP | 12,994 | $1.37M | 0.34% | +3,894+42.8% | Added |
| Delta Financial Group, Inc. | 13,009 | $1.37M | 0.43% | −2,894−18.2% | Reduced |
| One Wealth Advisors, LLC | 13,049 | $1.38M | 0.26% | +184+1.4% | Added |
| Twin Tree Management, LP | 13,055 | $1.38M | 0.02% | +13,055 | New |
| Skopos Labs, Inc. | 13,058 | $1.38M | 0.66% | +13,058 | New |
| Jacobi Capital Management LLC | 13,095 | $1.38M | 0.14% | +2,310+21.4% | Added |
| Cypress Capital Group | 13,097 | $1.38M | 0.18% | −1,495−10.2% | Reduced |
| Cobblestone Capital Advisors LLC | 13,102 | $1.38M | 0.09% | +56+0.4% | Added |
| PDS Planning, Inc | 13,104 | $1.38M | 0.16% | −43−0.3% | Reduced |
| ERn Financial, LLC | 12,738 | $1.38M | 0.26% | +314+2.5% | Added |
| Cove Private Wealth, LLC | 13,150 | $1.39M | 1.31% | +13,150 | New |
| Lakeview Capital Partners, LLC | 13,158 | $1.39M | 0.25% | +1,069+8.8% | Added |
| Edmond de Rothschild Holding S.A. | 13,162 | $1.39M | 0.03% | +2,763+26.6% | Added |
| Bridge Creek Capital Management LLC | 13,200 | $1.39M | 0.48% | −125−0.9% | Reduced |
| InterOcean Capital Group, LLC | 13,235 | $1.40M | 0.04% | +82+0.6% | Added |
| Prosperity Consulting Group, LLC | 13,239 | $1.40M | 0.47% | +2,467+22.9% | Added |
| Clark Capital Management Group, Inc. | 13,322 | $1.40M | 0.01% | +2,493+23.0% | Added |
| Hall Capital Management Co Inc | 13,325 | $1.40M | 0.82% | +1,045+8.5% | Added |
| Equitable Trust Co | 13,332 | $1.41M | 0.11% | +79+0.6% | Added |
| Accredited Investors Inc. | 13,336 | $1.41M | 0.10% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 13,345 | $1.41M | 0.18% | +3,840+40.4% | Added |
| GFG Capital, LLC | 13,367 | $1.41M | 0.38% | +196+1.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,442 | $1.42M | 0.27% | +1,914+16.6% | Added |
| Highline Wealth Partners LLC | 13,451 | $1.42M | 0.69% | +1,717+14.6% | Added |
| Sapient Capital LLC | 13,468 | $1.42M | 0.04% | +13,468 | New |
| CMT Capital Markets Trading GmbH | 13,467 | $1.42M | 1.00% | +13,467 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,476 | $1.42M | 0.28% | +1,652+14.0% | Added |
| Gold Investment Management Ltd. | 13,578 | $1.43M | 0.61% | +13,578 | New |
| Spinnaker Trust | 13,630 | $1.44M | 0.10% | −46−0.3% | Reduced |
| Ifrah Financial Services, Inc. | 13,657 | $1.44M | 0.42% | −831−5.7% | Reduced |
| E Fund Management Co., Ltd. | 13,682 | $1.44M | 0.09% | −611−4.3% | Reduced |
| Smith, Moore & Co. | 13,728 | $1.45M | 0.17% | +50+0.4% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 13,730 | $1.45M | 1.89% | −1,054−7.1% | Reduced |
| Citizens & Northern Corp | 13,757 | $1.45M | 0.52% | −92−0.7% | Reduced |
| Prestige Wealth Management Group LLC | 13,795 | $1.45M | 0.33% | −19−0.1% | Reduced |
| SageView Advisory Group, LLC | 12,812 | $1.46M | 0.06% | +1,975+18.2% | Added |
| Roundview Capital LLC | 13,875 | $1.46M | 0.13% | −17−0.1% | Reduced |
| Salem Investment Counselors Inc | 13,877 | $1.46M | 0.05% | +80+0.6% | Added |
| Community Bank & Trust, Waco, Texas | 13,926 | $1.47M | 0.40% | +337+2.5% | Added |
| Allred Capital Management, LLC | 14,007 | $1.48M | 0.64% | +37+0.3% | Added |
| Boston Financial Mangement LLC | 14,012 | $1.48M | 0.05% | +282+2.1% | Added |
| Caldwell Trust Co | 14,013 | $1.48M | 0.19% | +14+0.1% | Added |
| BCJ Capital Management, LLC | 14,019 | $1.48M | 0.13% | −1,288−8.4% | Reduced |
| CX Institutional | 14,055 | $1.48M | 0.08% | −73−0.5% | Reduced |
| Miracle Mile Advisors, LLC | 14,093 | $1.49M | 0.04% | +1,654+13.3% | Added |
| Trust Point Inc. | 14,204 | $1.50M | 0.12% | +14,204 | New |
| Walter & Keenan Financial Consulting Co | 14,243 | $1.50M | 0.54% | +210+1.5% | Added |
| Fukoku Mutual Life Insurance Co | 14,269 | $1.50M | 0.12% | +5,000+53.9% | Added |
| Machina Capital S.A.S. | 14,274 | $1.50M | 0.97% | +6,837+91.9% | Added |
| Missouri Trust & Investment Co | 14,300 | $1.51M | 0.61% | +2,210+18.3% | Added |
| Forum Financial Management, LP | 14,326 | $1.51M | 0.03% | −167−1.2% | Reduced |
| Foundations Investment Advisors, LLC | 13,101 | $1.51M | 0.04% | +717+5.8% | Added |
| Park National Corp | 14,358 | $1.51M | 0.06% | −415−2.8% | Reduced |
| Abundance Wealth Counselors | 14,362 | $1.51M | 0.39% | −120−0.8% | Reduced |
| Aaron Wealth Advisors | 14,393 | $1.52M | 0.25% | −19,813−57.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,409 | $1.52M | 0.20% | −95−0.7% | Reduced |
| Belpointe Asset Management LLC | 14,414 | $1.52M | 0.13% | +7,133+98.0% | Added |
| Avantax Planning Partners, Inc. | 14,433 | $1.52M | 0.06% | +203+1.4% | Added |
| Peoples Financial Services Corp. | 14,443 | $1.52M | 0.66% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 14,520 | $1.53M | 0.78% | −325−2.2% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 14,522 | $1.53M | 1.43% | +14,522 | New |
| Bedel Financial Consulting, Inc. | 14,526 | $1.53M | 0.28% | +48+0.3% | Added |
| Keystone Investors Pte Ltd | 14,532 | $1.53M | 0.13% | +14,532 | New |
| Golden State Equity Partners | 14,544 | $1.53M | 0.37% | +3,048+26.5% | Added |
| Bank of Nova Scotia Trust Co | 14,578 | $1.54M | 0.17% | −739−4.8% | Reduced |
| Global Financial Private Client, LLC | 14,612 | $1.54M | 0.72% | +716+5.2% | Added |
| Douglass Winthrop Advisors, LLC | 14,693 | $1.55M | 0.03% | −57−0.4% | Reduced |
| Harbour Investments, Inc. | 14,736 | $1.55M | 0.06% | +1,011+7.4% | Added |