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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 14,854 | $1.57M | 0.40% | +66+0.4% | Added |
| Terry L. Blaker | 14,872 | $1.57M | 0.13% | +940+6.7% | Added |
| Advance Capital Management, Inc. | 14,887 | $1.57M | 0.12% | −1,102−6.9% | Reduced |
| Handelsinvest Investeringsforvaltning | 14,920 | $1.57M | 0.64% | +14,920 | New |
| Empower Advisory Group, LLC | 14,931 | $1.57M | 0.01% | −5,475−26.8% | Reduced |
| WMS Partners, LLC | 14,963 | $1.58M | 0.12% | −3,702−19.8% | Reduced |
| Oakworth Capital, Inc. | 15,048 | $1.59M | 0.13% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 15,157 | $1.60M | 0.12% | +4,292+39.5% | Added |
| Oak Harvest Investment Services | 15,179 | $1.60M | 0.32% | +2,035+15.5% | Added |
| United Asset Strategies, Inc. | 15,200 | $1.60M | 0.18% | +1,907+14.3% | Added |
| Cassaday & Co Wealth Management LLC | 15,281 | $1.61M | 0.06% | +91+0.6% | Added |
| Merit Financial Group, LLC | 15,314 | $1.61M | 0.05% | −9,136−37.4% | Reduced |
| Optimum Investment Advisors | 15,408 | $1.62M | 0.82% | −5,111−24.9% | Reduced |
| SeaCrest Wealth Management, LLC | 15,834 | $1.63M | 0.20% | −3,338−17.4% | Reduced |
| Sowell Financial Services LLC | 15,472 | $1.63M | 0.09% | −1,554−9.1% | Reduced |
| Claro Advisors LLC | 15,534 | $1.64M | 0.36% | +47+0.3% | Added |
| Capital Planning LLC | 15,602 | $1.64M | 0.59% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 15,630 | $1.65M | 1.03% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 15,689 | $1.65M | 0.19% | −1,189−7.0% | Reduced |
| Cito Capital Group, LLC | 15,730 | $1.66M | 0.71% | +800+5.4% | Added |
| Arete Wealth Advisors, LLC | 15,749 | $1.66M | 0.13% | +3,079+24.3% | Added |
| Independent Financial Group, LLC | 15,808 | $1.67M | 0.09% | +208+1.3% | Added |
| Close Asset Management Ltd | 15,843 | $1.67M | 0.07% | +886+5.9% | Added |
| Pflug Koory, LLC | 15,855 | $1.67M | 0.89% | −75−0.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,894 | $1.68M | 0.04% | −714−4.3% | Reduced |
| Mill Capital Management, LLC | 15,897 | $1.68M | 0.15% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 15,941 | $1.68M | 0.37% | +230+1.5% | Added |
| Cascade Investment Advisors, Inc. | 15,942 | $1.68M | 1.20% | +170+1.1% | Added |
| Qtron Investments LLC | 15,950 | $1.68M | 0.28% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 15,971 | $1.68M | 0.35% | −150−0.9% | Reduced |
| Roman Butler Fullerton & Co | 14,716 | $1.69M | 0.66% | −20.0% | Reduced |
| AIMZ Investment Advisors, LLC | 16,023 | $1.69M | 0.68% | 00.0% | Unchanged |
| Twin Capital Management Inc | 16,031 | $1.69M | 0.22% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 14,864 | $1.69M | 0.54% | +14,864 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,078 | $1.70M | 0.79% | +4,843+43.1% | Added |
| RFG Advisory, LLC | 16,115 | $1.70M | 0.07% | +6,294+64.1% | Added |
| Baystate Wealth Management LLC | 16,155 | $1.70M | 0.12% | +70+0.4% | Added |
| Auto-Owners Insurance Co | 16,187 | $1.71M | 0.05% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 16,199 | $1.71M | 0.23% | +5,107+46.0% | Added |
| Foster Group, Inc. | 16,197 | $1.72M | 0.10% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 16,274 | $1.72M | 0.33% | +750+4.8% | Added |
| Verus Capital Partners, LLC | 16,287 | $1.72M | 0.21% | +104+0.6% | Added |
| World Equity Group, Inc. | 16,303 | $1.72M | 0.34% | +2,057+14.4% | Added |
| Nadler Financial Group, Inc. | 16,311 | $1.72M | 0.23% | −124−0.8% | Reduced |
| Tritonpoint Wealth, LLC | 16,376 | $1.73M | 0.17% | +16,376 | New |
| David Loasby | 16,852 | $1.73M | 0.19% | −248−1.5% | Reduced |
| Cable Hill Partners, LLC | 16,722 | $1.73M | 0.21% | −26−0.2% | Reduced |
| CWA Asset Management Group, LLC | 16,457 | $1.74M | 0.12% | +10,444+173.7% | Added |
| Fulton Bank, N.A. | 16,467 | $1.74M | 0.08% | +4,075+32.9% | Added |
| Altman Advisors, Inc. | 16,513 | $1.74M | 0.91% | −533−3.1% | Reduced |
| NWK Group, Inc. | 16,606 | $1.75M | 0.90% | +45+0.3% | Added |
| Chesapeake Wealth Management | 16,616 | $1.75M | 0.68% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 15,416 | $1.75M | 0.64% | +636+4.3% | Added |
| Cigna Investments Inc | 16,657 | $1.76M | 0.36% | +188+1.1% | Added |
| VeraBank, N.A. | 16,676 | $1.76M | 0.59% | 00.0% | Unchanged |
| Marion Wealth Management | 16,688 | $1.76M | 0.56% | −9−0.1% | Reduced |
| Viewpoint Capital Management LLC | 16,710 | $1.76M | 1.23% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 16,751 | $1.77M | 0.54% | +11+0.1% | Added |
| Integrated Advisors Network LLC | 16,771 | $1.77M | 0.10% | −43,850−72.3% | Reduced |
| Martin Capital Advisors, LLP | 16,783 | $1.77M | 1.49% | +170+1.0% | Added |
| L.M. Kohn & Company | 16,820 | $1.77M | 0.57% | +952+6.0% | Added |
| Brooks, Moore & Associates, Inc. | 16,853 | $1.78M | 1.22% | +8,505+101.9% | Added |
| Monticello Wealth Management, LLC | 16,864 | $1.78M | 0.16% | −602−3.4% | Reduced |
| Ontario Teachers Pension Plan Board | 16,876 | $1.78M | 0.02% | +2,213+15.1% | Added |
| Heritage Wealth Advisors | 16,886 | $1.78M | 0.09% | 00.0% | Unchanged |
| Wedmont Private Capital | 17,019 | $1.78M | 0.15% | −393−2.3% | Reduced |
| Equitable Holdings, Inc. | 16,909 | $1.78M | 0.02% | +3,088+22.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.79M | 0.62% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 15,694 | $1.79M | 0.08% | −374−2.3% | Reduced |
| Fiduciary Family Office, LLC | 17,090 | $1.80M | 0.79% | +17,090 | New |
| Cubist Systematic Strategies, LLC | 17,148 | $1.81M | 0.02% | +17,148 | New |
| DFPG Investments, LLC | 17,664 | $1.81M | 0.14% | −1,674−8.7% | Reduced |
| Rockline Wealth Management, LLC | 17,196 | $1.81M | 0.75% | +17,196 | New |
| LM Advisors LLC | 17,201 | $1.81M | 0.36% | +17,201 | New |
| Arbor Trust Wealth Advisors, LLC | 17,281 | $1.82M | 1.08% | −50−0.3% | Reduced |
| Wealthsource Partners, LLC | 17,473 | $1.84M | 0.12% | −591−3.3% | Reduced |
| Citizens National Bank Trust Department | 17,505 | $1.85M | 0.47% | +875+5.3% | Added |
| Martin & Co Inc | 17,516 | $1.85M | 0.46% | −627−3.5% | Reduced |
| Continuum Advisory, LLC | 17,519 | $1.85M | 0.26% | +1,286+7.9% | Added |
| Venture Visionary Partners LLC | 17,534 | $1.85M | 0.10% | −195−1.1% | Reduced |
| Parkside Financial Bank & Trust | 17,552 | $1.85M | 0.34% | +2,471+16.4% | Added |
| Eagle Rock Investment Company, LLC | 17,562 | $1.85M | 0.38% | −1,023−5.5% | Reduced |
| Investment Partners, Ltd. | 17,578 | $1.85M | 0.91% | −498−2.8% | Reduced |
| Wilson & Boucher Capital Management, LLC | 17,640 | $1.86M | 1.57% | +200+1.1% | Added |
| Huber Capital Management LLC | 17,682 | $1.86M | 0.47% | +17,682 | New |
| Duff & Phelps Investment Management Co | 17,703 | $1.87M | 0.02% | +300+1.7% | Added |
| Pacific Sage Partners, LLC | 17,721 | $1.87M | 0.51% | +40.0% | Added |
| Geneos Wealth Management Inc. | 17,736 | $1.87M | 0.09% | −1,084−5.8% | Reduced |
| Thomasville National Bank | 17,821 | $1.88M | 0.17% | +230+1.3% | Added |
| Soltis Investment Advisors LLC | 17,892 | $1.89M | 0.21% | −833−4.4% | Reduced |
| Trust Asset Management LLC | 17,898 | $1.89M | 0.18% | 00.0% | Unchanged |
| Washington Trust Co | 17,972 | $1.89M | 0.07% | +156+0.9% | Added |
| Strategic Planning Group, LLC | 17,980 | $1.90M | 0.63% | +17,980 | New |
| Insight Inv LLC | 17,983 | $1.90M | 1.86% | −15−0.1% | Reduced |
| Congress Park Capital LLC | 18,074 | $1.91M | 0.93% | −3,567−16.5% | Reduced |
| XML Financial, LLC | 18,169 | $1.92M | 0.20% | +49+0.3% | Added |
| Chickasaw Capital Management LLC | 18,212 | $1.92M | 0.10% | −2,395−11.6% | Reduced |
| Brookstone Capital Management | 18,252 | $1.92M | 0.04% | +64+0.4% | Added |
| HAP Trading, LLC | 18,276 | $1.93M | 0.57% | +7,518+69.9% | Added |
| Sanders Morris Harris LLC | 18,460 | $1.93M | 0.95% | −1,000−5.1% | Reduced |