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
- 2,700
- +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
- 944 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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 18,375 | $1.94M | 0.19% | +1,209+7.0% | Added |
| PGGM Investments | 18,400 | $1.94M | 0.03% | −29,483−61.6% | Reduced |
| Ameritas Advisory Services, LLC | 17,325 | $1.94M | 0.11% | −11,977−40.9% | Reduced |
| FORA Capital, LLC | 18,504 | $1.95M | 0.17% | +18,504 | New |
| Summit Financial, LLC | 18,514 | $1.95M | 0.13% | +1,640+9.7% | Added |
| Triangle Securities Wealth Management | 18,542 | $1.95M | 0.61% | −494−2.6% | Reduced |
| Hudson Portfolio Management LLC | 18,562 | $1.96M | 2.12% | −1,383−6.9% | Reduced |
| Scott & Selber, Inc. | 18,634 | $1.97M | 0.74% | −148−0.8% | Reduced |
| Midwest Professional Planners, LTD. | 18,660 | $1.97M | 0.78% | +823+4.6% | Added |
| JGP Wealth Management, LLC | 18,726 | $1.97M | 0.29% | −22−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 18,792 | $1.98M | 1.14% | −5,879−23.8% | Reduced |
| Farmers Trust Co | 18,957 | $2.00M | 0.42% | +475+2.6% | Added |
| Principal Securities, Inc. | 18,960 | $2.00M | 0.07% | +18,960 | New |
| FDx Advisors, Inc. | 18,991 | $2.00M | 0.15% | +4,676+32.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,999 | $2.00M | 1.02% | −4,205−18.1% | Reduced |
| Maytus Capital Management, LLC | 19,000 | $2.00M | 0.80% | +19,000 | New |
| Stratos Wealth Advisors, LLC | 19,025 | $2.01M | 0.12% | +1,078+6.0% | Added |
| Avitas Wealth Management LLC | 19,095 | $2.01M | 0.34% | +539+2.9% | Added |
| Field & Main Bank | 19,105 | $2.01M | 0.85% | +499+2.7% | Added |
| Lecap Asset Management Ltd | 19,126 | $2.02M | 0.73% | +19,126 | New |
| L2 Asset Management, LLC | 19,180 | $2.02M | 0.83% | +18,899+6,725.6% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 19,200 | $2.02M | 0.04% | 00.0% | Unchanged |
| Legacy Trust | 19,225 | $2.03M | 0.53% | −815−4.1% | Reduced |
| Cabot Wealth Management Inc | 19,264 | $2.03M | 0.28% | +49+0.3% | Added |
| Covenant Asset Management, LLC | 19,285 | $2.03M | 0.57% | −4,375−18.5% | Reduced |
| Dynamic Advisor Solutions LLC | 19,838 | $2.04M | 0.08% | +6,803+52.2% | Added |
| Pitcairn Co | 19,348 | $2.04M | 0.15% | −36−0.2% | Reduced |
| Spire Wealth Management | 18,606 | $2.04M | 0.07% | +1,315+7.6% | Added |
| Westmount Partners, LLC | 19,379 | $2.04M | 0.83% | +207+1.1% | Added |
| Compton Wealth Advisory Group, LLC | 19,382 | $2.04M | 0.64% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 19,435 | $2.05M | 1.05% | +5,626+40.7% | Added |
| Gunderson Capital Management Inc. | 19,454 | $2.05M | 1.17% | −544−2.7% | Reduced |
| Agate Pass Investment Management, LLC | 19,462 | $2.05M | 1.19% | −555−2.8% | Reduced |
| Bridges Investment Management Inc | 19,479 | $2.05M | 0.07% | −720−3.6% | Reduced |
| Ronald Blue Trust, Inc. | 19,426 | $2.06M | 0.03% | −321−1.6% | Reduced |
| TD Private Client Wealth LLC | 19,541 | $2.06M | 0.07% | +6,522+50.1% | Added |
| North Star Asset Management Inc | 19,551 | $2.06M | 0.11% | −25−0.1% | Reduced |
| Northwest Bank & Trust Co | 19,558 | $2.06M | 1.86% | +19,558 | New |
| Davis R M Inc | 19,567 | $2.06M | 0.05% | −879−4.3% | Reduced |
| Boston Family Office LLC | 19,721 | $2.08M | 0.16% | −762−3.7% | Reduced |
| Malaga Cove Capital, LLC | 19,765 | $2.08M | 0.88% | −1,615−7.6% | Reduced |
| Private Wealth Partners, LLC | 19,794 | $2.09M | 0.18% | +1,525+8.3% | Added |
| Schechter Investment Advisors, LLC | 19,847 | $2.09M | 0.18% | +3,201+19.2% | Added |
| NewEdge Wealth, LLC | 19,903 | $2.10M | 0.05% | +2,095+11.8% | Added |
| Gilliland Jeter Wealth Management LLC | 19,927 | $2.10M | 0.87% | +19,927 | New |
| Centric Wealth Management | 18,053 | $2.10M | 0.69% | +70.0% | Added |
| McAdam, LLC | 19,961 | $2.10M | 0.15% | −194−1.0% | Reduced |
| Fairbanks Capital Management, Inc. | 19,996 | $2.11M | 1.51% | −1,564−7.3% | Reduced |
| Andar Capital Management HK Ltd | 20,000 | $2.11M | 2.97% | +20,000 | New |
| KP Management LLC | 20,000 | $2.11M | 1.05% | +20,000 | New |
| Institute for Wealth Management, LLC. | 20,003 | $2.11M | 0.34% | −842−4.0% | Reduced |
| Wynn Capital, LLC | 20,162 | $2.13M | 1.74% | +20,162 | New |
| Legal Advantage Investments, Inc. | 20,162 | $2.13M | 1.28% | +4,600+29.6% | Added |
| Ascent Group, LLC | 18,367 | $2.13M | 0.20% | −2,602−12.4% | Reduced |
| Autumn Glory Partners, LLC | 20,186 | $2.13M | 1.21% | +1,542+8.3% | Added |
| KCM Investment Advisors LLC | 20,269 | $2.14M | 0.09% | −1,279−5.9% | Reduced |
| Panagora Asset Management Inc | 20,284 | $2.14M | 0.01% | +184+0.9% | Added |
| Callan Capital, LLC | 20,324 | $2.14M | 0.20% | −6,852−25.2% | Reduced |
| Wealthspire Advisors, LLC | 20,458 | $2.16M | 0.03% | +1,372+7.2% | Added |
| Capital Advisors Inc | 20,516 | $2.16M | 0.05% | +2,227+12.2% | Added |
| Abacus Wealth Partners, LLC | 20,536 | $2.17M | 0.37% | +570+2.9% | Added |
| Moody National Bank Trust Division | 20,549 | $2.17M | 0.17% | −20,946−50.5% | Reduced |
| Wellington Wealth Strategies, LLC. | 20,637 | $2.18M | 1.90% | +20,637 | New |
| Vivaldi Capital Management, LLC | 19,236 | $2.19M | 0.66% | +11,523+149.4% | Added |
| Washington Trust Bank | 20,754 | $2.19M | 0.19% | 00.0% | Unchanged |
| City Holding Co | 20,833 | $2.20M | 0.35% | +689+3.4% | Added |
| Berkshire Asset Management LLC | 20,901 | $2.20M | 0.13% | 00.0% | Unchanged |
| Bollard Group LLC | 20,957 | $2.21M | 0.08% | −61−0.3% | Reduced |
| Azimuth Capital Investment Management LLC | 21,020 | $2.22M | 0.10% | +25+0.1% | Added |
| Peak Financial Advisors LLC | 21,089 | $2.22M | 1.49% | +21,089 | New |
| Ameritas Investment Partners, Inc. | 21,144 | $2.23M | 0.08% | −928−4.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 21,168 | $2.23M | 0.17% | +2,079+10.9% | Added |
| Arjuna Capital | 21,241 | $2.24M | 0.70% | +1,193+6.0% | Added |
| Essex Financial Services, Inc. | 21,285 | $2.24M | 0.23% | +663+3.2% | Added |
| KKM Financial LLC | 21,361 | $2.25M | 1.42% | +21,361 | New |
| Fort Sheridan Advisors LLC | 21,497 | $2.27M | 0.45% | +490+2.3% | Added |
| Park Avenue Securities LLC | 21,523 | $2.27M | 0.03% | +2,531+13.3% | Added |
| John G Ullman & Associates Inc | 21,730 | $2.29M | 0.36% | −58−0.3% | Reduced |
| Three Bridge Wealth Advisors, LLC | 21,976 | $2.32M | 0.80% | −367−1.6% | Reduced |
| Deltec Asset Management LLC | 22,000 | $2.32M | 0.52% | +3,000+15.8% | Added |
| Aspiriant, LLC | 22,025 | $2.32M | 0.10% | −386−1.7% | Reduced |
| Portside Wealth Group, LLC | 22,044 | $2.32M | 0.43% | −466−2.1% | Reduced |
| Weaver Capital Management LLC | 22,079 | $2.33M | 0.94% | +22,079 | New |
| IFP Advisors, Inc | 22,115 | $2.33M | 0.11% | +5,787+35.4% | Added |
| Citadel Investment Advisory, Inc. | 22,192 | $2.34M | 1.44% | 00.0% | Unchanged |
| Barrier Capital Management, LLC | 22,251 | $2.35M | 2.63% | −54,454−71.0% | Reduced |
| Fred Alger Management, LLC | 22,363 | $2.36M | 0.01% | −413,609−94.9% | Reduced |
| Gamco Investors, Inc. Et Al | 22,391 | $2.36M | 0.03% | +12,405+124.2% | Added |
| NEOS Investment Management LLC | 22,493 | $2.37M | 0.22% | +6,841+43.7% | Added |
| Sound View Wealth Advisors Group, LLC | 22,592 | $2.38M | 0.26% | −284−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 22,728 | $2.40M | 0.05% | +616+2.8% | Added |
| River & Mercantile Asset Management LLP | 22,735 | $2.40M | 0.45% | −2,558−10.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 22,887 | $2.41M | 0.78% | +1,579+7.4% | Added |
| Bank of New Hampshire | 22,893 | $2.41M | 0.68% | −452−1.9% | Reduced |
| Liberty Wealth Management LLC | 22,907 | $2.42M | 0.52% | +231+1.0% | Added |
| Prospera Financial Services Inc | 22,938 | $2.42M | 0.08% | +7,443+48.0% | Added |
| Taylor Financial Group, Inc. | 22,999 | $2.42M | 1.99% | +22,999 | New |
| Arden Trust Co | 23,113 | $2.44M | 0.36% | −1,259−5.2% | Reduced |
| Clarius Group, LLC | 23,160 | $2.44M | 0.20% | −1,010−4.2% | Reduced |
| Diversified Trust Co | 23,358 | $2.46M | 0.08% | −104−0.4% | Reduced |