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; 3,538 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 | 3,538 | $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 | 2,819 | $148.6B |
| Q4 2023 | 2,700 | $124.2B |
| Q3 2023 | 2,535 | $124.0B |
| Q2 2023 | 2,569 | $138.9B |
| Q1 2023 | 2,355 | $107.5B |
| Q4 2022 | 2,303 | $93.7B |
| Q3 2022 | 2,107 | $68.7B |
| Q2 2022 | 2,195 | $78.5B |
| Q1 2022 | 2,270 | $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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 23,472 | $2.47M | 0.10% | −467−2.0% | Reduced |
| RMB Capital Management, LLC | 23,474 | $2.47M | 0.08% | −13,527−36.6% | Reduced |
| Hixon Zuercher, LLC | 23,505 | $2.48M | 1.15% | +540+2.4% | Added |
| Sumitomo Life Insurance Co | 23,585 | $2.49M | 0.08% | +8,421+55.5% | Added |
| Focus Financial Network Inc | 23,776 | $2.51M | 0.09% | +23,776 | New |
| Proficio Capital Partners LLC | 23,838 | $2.51M | 0.31% | +2,934+14.0% | Added |
| Resonant Capital Advisors, LLC | 24,044 | $2.53M | 0.24% | +1,335+5.9% | Added |
| Platinum Investment Management Ltd | 24,143 | $2.55M | 0.10% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 24,196 | $2.55M | 0.29% | +2,490+11.5% | Added |
| Physicians Financial Services, Inc. | 24,268 | $2.56M | 0.97% | −50−0.2% | Reduced |
| Meridian Wealth Management, LLC | 24,310 | $2.56M | 0.16% | +4,259+21.2% | Added |
| Caliber Wealth Management, LLC | 24,418 | $2.57M | 1.51% | +1,020+4.4% | Added |
| Vectors Research Management, LLC | 30,507 | $2.58M | 0.73% | +5,506+22.0% | Added |
| NovaPoint Capital, LLC | 24,537 | $2.59M | 0.96% | +24,537 | New |
| Capital Planning Advisors, LLC | 24,674 | $2.60M | 0.49% | −36−0.1% | Reduced |
| Credential Qtrade Securities Inc. | 24,787 | $2.61M | 0.16% | −21,349−46.3% | Reduced |
| Axxcess Wealth Management, LLC | 24,791 | $2.61M | 0.08% | +3,731+17.7% | Added |
| BNC Wealth Management, LLC | 24,864 | $2.62M | 1.24% | +24,864 | New |
| Apexium Financial, LP | 24,907 | $2.63M | 0.19% | +20,529+468.9% | Added |
| Resources Investment Advisors, LLC. | 25,070 | $2.64M | 0.05% | +8,463+51.0% | Added |
| Ziegler Capital Management, LLC | 25,082 | $2.64M | 0.12% | −2,235−8.2% | Reduced |
| Nilsine Partners, LLC | 25,120 | $2.65M | 0.41% | −4,451−15.1% | Reduced |
| HRT Financial LP | 25,182 | $2.65M | 0.02% | +25,182 | New |
| Meeder Advisory Services, Inc. | 25,196 | $2.66M | 0.30% | +17+0.1% | Added |
| Arlington Partners LLC | 25,203 | $2.66M | 0.76% | −746−2.9% | Reduced |
| Perigon Wealth Management, LLC | 25,360 | $2.67M | 0.09% | +5,232+26.0% | Added |
| Regent Peak Wealth Advisors LLC | 25,401 | $2.68M | 0.73% | +17,735+231.3% | Added |
| Court Place Advisors, LLC | 25,444 | $2.68M | 0.88% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 25,486 | $2.69M | 2.03% | −360−1.4% | Reduced |
| Leavell Investment Management, Inc. | 25,496 | $2.69M | 0.17% | +42+0.2% | Added |
| Amarillo National Bank | 25,522 | $2.69M | 0.52% | −53−0.2% | Reduced |
| Mather Group, LLC. | 25,597 | $2.70M | 0.04% | +2,071+8.8% | Added |
| Louisbourg Investments Inc. | 28,585 | $2.70M | 0.82% | +28,585 | New |
| Silvant Capital Management LLC | 25,687 | $2.71M | 0.15% | −53−0.2% | Reduced |
| Midland Wealth Advisors LLC | 25,712 | $2.71M | 0.19% | +25,712 | New |
| New England Research & Management, Inc. | 25,870 | $2.73M | 1.44% | +15,340+145.7% | Added |
| Castellan Group, LLC | 25,894 | $2.73M | 1.70% | +6,132+31.0% | Added |
| Little House Capital LLC | 25,913 | $2.73M | 1.00% | +2,219+9.4% | Added |
| Harmony Asset Management LLC | 25,932 | $2.73M | 1.16% | +25,932 | New |
| Breakwater Capital Group | 24,840 | $2.73M | 0.77% | +4,984+25.1% | Added |
| Indiana Trust & Investment Management CO | 25,944 | $2.74M | 1.24% | −280−1.1% | Reduced |
| Inlet Private Wealth, LLC | 25,955 | $2.74M | 0.84% | 00.0% | Unchanged |
| Mairs & Power Inc | 25,960 | $2.74M | 0.03% | −149−0.6% | Reduced |
| Syon Capital LLC | 26,038 | $2.75M | 0.28% | +7,777+42.6% | Added |
| Trust Co of Virginia | 26,084 | $2.75M | 0.28% | +70+0.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 26,141 | $2.76M | 1.22% | −1,070−3.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 26,449 | $2.77M | 0.38% | −2,631−9.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 26,264 | $2.77M | 0.18% | −50−0.2% | Reduced |
| Alerus Financial NA | 26,358 | $2.78M | 0.23% | −83,458−76.0% | Reduced |
| Eads & Heald Wealth Management | 26,536 | $2.80M | 1.35% | −365−1.4% | Reduced |
| Otter Creek Advisors, LLC | 26,600 | $2.80M | 2.40% | −21,400−44.6% | Reduced |
| HCR Wealth Advisors | 26,719 | $2.82M | 0.44% | +3,355+14.4% | Added |
| Tobam | 26,861 | $2.83M | 0.25% | +13,564+102.0% | Added |
| Spirit of America Management Corp | 26,875 | $2.83M | 0.62% | 00.0% | Unchanged |
| Old National Bancorp | 27,030 | $2.85M | 0.07% | +3,315+14.0% | Added |
| Waldron Private Wealth LLC | 27,071 | $2.85M | 0.14% | −1,753−6.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 27,122 | $2.86M | 0.15% | +178+0.7% | Added |
| Steel Peak Wealth Management LLC | 27,140 | $2.86M | 0.17% | +257+1.0% | Added |
| Pettyjohn, Wood & White, Inc | 27,152 | $2.86M | 0.62% | +1,000+3.8% | Added |
| MidWestOne Financial Group, Inc. | 27,193 | $2.87M | 0.54% | +163+0.6% | Added |
| Great Diamond Partners, LLC | 27,204 | $2.87M | 0.71% | +730+2.8% | Added |
| J.W. Cole Advisors, Inc. | 27,246 | $2.87M | 0.17% | +5,956+28.0% | Added |
| Linden Thomas Advisory Services, LLC | 27,741 | $2.92M | 0.55% | +1,925+7.5% | Added |
| Private Trust Co NA | 27,783 | $2.93M | 0.34% | +3,539+14.6% | Added |
| Intrust Bank NA | 27,816 | $2.93M | 0.34% | −557−2.0% | Reduced |
| E. Ohman J:or Asset Management AB | 27,900 | $2.94M | 0.11% | +1,500+5.7% | Added |
| Montag A & Associates Inc | 27,925 | $2.94M | 0.16% | +1,009+3.7% | Added |
| West Oak Capital, LLC | 27,855 | $2.97M | 1.39% | −795−2.8% | Reduced |
| Kinsale Capital Group, Inc. | 28,204 | $2.97M | 1.47% | +8,307+41.8% | Added |
| Portolan Capital Management, LLC | 28,213 | $2.97M | 0.26% | −131,610−82.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 28,219 | $2.98M | 0.23% | −25,267−47.2% | Reduced |
| Sculati Wealth Management, LLC | 28,264 | $2.98M | 1.39% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 28,281 | $2.98M | 2.47% | −286−1.0% | Reduced |
| Jeppson Wealth Management, LLC | 28,373 | $2.99M | 1.24% | −251−0.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 28,418 | $3.00M | 0.19% | −6,227−18.0% | Reduced |
| Norway Savings Bank | 28,537 | $3.01M | 1.33% | +40+0.1% | Added |
| Fishman Jay A Ltd | 28,610 | $3.02M | 0.35% | +800+2.9% | Added |
| NorthRock Partners, LLC | 28,636 | $3.02M | 0.13% | +15,776+122.7% | Added |
| Financial Counselors Inc | 28,759 | $3.03M | 0.05% | −137−0.5% | Reduced |
| Arcadia Investment Management Corp | 28,870 | $3.04M | 0.58% | −1,325−4.4% | Reduced |
| Pictet North America Advisors SA | 28,883 | $3.05M | 0.39% | +27+0.1% | Added |
| Ballentine Partners, LLC | 28,999 | $3.06M | 0.06% | +3,010+11.6% | Added |
| Ellerson Group Inc | 29,050 | $3.06M | 2.66% | +600+2.1% | Added |
| Delta Financial Advisors LLC | 29,089 | $3.07M | 1.33% | −2,753−8.6% | Reduced |
| Argyle Capital Management Inc. | 29,100 | $3.07M | 1.27% | −11,400−28.1% | Reduced |
| J. W. Coons Advisors, LLC | 29,228 | $3.08M | 0.83% | −300−1.0% | Reduced |
| Rathbone Brothers plc | 29,258 | $3.08M | 0.02% | −922−3.1% | Reduced |
| Hancock Whitney Corp | 29,301 | $3.09M | 0.11% | +3,291+12.7% | Added |
| Lake Street Advisors Group, LLC | 29,383 | $3.10M | 0.16% | +6,211+26.8% | Added |
| Alpine Woods Capital Investors, LLC | 29,650 | $3.13M | 0.47% | +5,260+21.6% | Added |
| Hartford Financial Management Inc. | 29,693 | $3.13M | 0.71% | +569+2.0% | Added |
| Vise Technologies, Inc. | 29,745 | $3.14M | 0.67% | −638−2.1% | Reduced |
| Independent Advisor Alliance | 29,777 | $3.14M | 0.11% | −2,213−6.9% | Reduced |
| Farther Finance Advisors, LLC | 29,804 | $3.14M | 0.23% | +19,745+196.3% | Added |
| Argonautica Private Wealth Management, Inc | 29,830 | $3.15M | 1.29% | −252−0.8% | Reduced |
| BKD Wealth Advisors, LLC | 29,884 | $3.15M | 0.09% | +343+1.2% | Added |
| Independent Investors Inc | 29,900 | $3.15M | 0.73% | 00.0% | Unchanged |
| Caxton Associates LP | 29,933 | $3.16M | 0.16% | +19,659+191.3% | Added |
| Meridian Investment Counsel Inc. | 29,994 | $3.16M | 1.09% | −725−2.4% | Reduced |
| Alight Capital Management LP | 30,000 | $3.16M | 1.01% | −50,000−62.5% | Reduced |