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 |
|---|---|---|---|---|---|
| New Age Alpha Advisors, LLC | 30,000 | $3.16M | 2.41% | +30,000 | New |
| Atomi Financial Group, Inc. | 30,142 | $3.18M | 0.44% | +4,068+15.6% | Added |
| Journey Advisory Group, LLC | 30,177 | $3.18M | 0.43% | −270−0.9% | Reduced |
| SOA Wealth Advisors, LLC. | 30,261 | $3.19M | 0.71% | −133−0.4% | Reduced |
| Logan Capital Management Inc | 30,322 | $3.20M | 0.15% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 30,370 | $3.20M | 1.91% | −1,768−5.5% | Reduced |
| Criterion Capital Advisors, LLC | 30,417 | $3.21M | 2.33% | +30,417 | New |
| Morton Community Bank | 30,423 | $3.21M | 1.05% | +30,423 | New |
| Beacon Financial Group | 30,463 | $3.21M | 0.39% | +69+0.2% | Added |
| Vident Advisory, LLC | 30,526 | $3.22M | 0.08% | +3,139+11.5% | Added |
| Baker Tilly Wealth Management, LLC | 30,543 | $3.22M | 0.53% | −5,331−14.9% | Reduced |
| First Nebraska Trust Co | 30,558 | $3.22M | 0.37% | −225−0.7% | Reduced |
| Bahl & Gaynor Inc | 30,725 | $3.24M | 0.02% | −819−2.6% | Reduced |
| Graham Capital Management, L.P. | 30,732 | $3.24M | 0.10% | −80,206−72.3% | Reduced |
| Verdence Capital Advisors LLC | 30,740 | $3.24M | 0.31% | +58+0.2% | Added |
| Bell & Brown Wealth Advisors, LLC | 30,739 | $3.24M | 1.51% | +30,739 | New |
| Uncommon Cents Investing LLC | 30,765 | $3.24M | 1.07% | −1,000−3.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 30,768 | $3.24M | 0.21% | −2,330−7.0% | Reduced |
| Gunn & Co Investment Management, Inc. | 30,768 | $3.24M | 0.21% | +30,768 | New |
| Tiemann Investment Advisors, LLC | 30,842 | $3.25M | 1.58% | −250−0.8% | Reduced |
| Chatham Capital Group, Inc. | 30,843 | $3.25M | 0.66% | +200+0.7% | Added |
| Saranac Partners Ltd | 30,930 | $3.26M | 2.16% | +27,530+809.7% | Added |
| Clear Harbor Asset Management, LLC | 31,040 | $3.27M | 0.31% | +1,048+3.5% | Added |
| Wunderlich Capital Managemnt | 31,043 | $3.27M | 1.47% | −702−2.2% | Reduced |
| Picton Mahoney Asset Management | 31,125 | $3.28M | 0.15% | −92,617−74.8% | Reduced |
| Profund Advisors LLC | 31,167 | $3.29M | 0.14% | +4,875+18.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 31,209 | $3.29M | 0.84% | −56−0.2% | Reduced |
| Fragasso Group Inc. | 31,296 | $3.30M | 0.30% | +1,417+4.7% | Added |
| RSM US Wealth Management LLC | 31,341 | $3.30M | 0.09% | +6,697+27.2% | Added |
| Checchi Capital Advisers, LLC | 31,433 | $3.31M | 0.27% | +436+1.4% | Added |
| Trustmark National Bank Trust Department | 31,595 | $3.33M | 0.30% | −1,697−5.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 31,655 | $3.34M | 0.20% | +7,075+28.8% | Added |
| BlueCrest Capital Management Ltd | 31,824 | $3.36M | 0.56% | +15,985+100.9% | Added |
| Legacy CG, LLC | 31,868 | $3.36M | 1.28% | +31,868 | New |
| Signet Investment Advisory Group, Inc. | 32,414 | $3.42M | 2.06% | −580−1.8% | Reduced |
| Asset Dedication, LLC | 32,517 | $3.42M | 0.28% | +1,146+3.7% | Added |
| Wintrust Investments LLC | 32,574 | $3.43M | 0.33% | +983+3.1% | Added |
| Chicago Trust Co NA | 32,655 | $3.44M | 0.77% | +1,636+5.3% | Added |
| Global Retirement Partners, LLC | 32,391 | $3.45M | 0.14% | +7,072+27.9% | Added |
| West Branch Capital LLC | 32,837 | $3.46M | 1.63% | +528+1.6% | Added |
| Security National Bank of So Dak | 32,884 | $3.47M | 2.29% | +98+0.3% | Added |
| Salomon & Ludwin, LLC | 32,878 | $3.48M | 0.36% | 00.0% | Unchanged |
| RNC Capital Management LLC | 33,038 | $3.48M | 0.21% | −405−1.2% | Reduced |
| SOL Capital Management CO | 33,086 | $3.49M | 0.47% | −35−0.1% | Reduced |
| Lummis Asset Management, LP | 29,080 | $3.49M | 2.67% | +29,080 | New |
| Strategic Financial Services, Inc, | 33,106 | $3.49M | 0.25% | −703−2.1% | Reduced |
| River Wealth Advisors LLC | 33,316 | $3.51M | 0.56% | +94+0.3% | Added |
| Ossiam | 33,384 | $3.52M | 0.06% | −7,912−19.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 33,435 | $3.53M | 2.53% | +90+0.3% | Added |
| Chemistry Wealth Management LLC | 33,436 | $3.53M | 1.06% | +129+0.4% | Added |
| Wealthcare Advisory Partners LLC | 33,517 | $3.53M | 0.14% | +23+0.1% | Added |
| McDonald Partners LLC | 33,560 | $3.54M | 1.05% | −1,169−3.4% | Reduced |
| Gladstone Institutional Advisory LLC | 33,576 | $3.54M | 0.20% | −43,779−56.6% | Reduced |
| Granite Investment Partners, LLC | 33,814 | $3.57M | 0.14% | +140.0% | Added |
| Family Legacy, Inc. | 33,826 | $3.57M | 1.36% | −724−2.1% | Reduced |
| Reliant Investment Management, LLC | 34,321 | $3.62M | 1.84% | +656+1.9% | Added |
| Buckhead Capital Management LLC | 34,336 | $3.62M | 1.34% | +190+0.6% | Added |
| Vista Investment Partners LLC | 34,340 | $3.62M | 1.33% | +34,340 | New |
| Balentine LLC | 34,349 | $3.62M | 0.12% | +140+0.4% | Added |
| Lifeworks Advisors, LLC | 34,389 | $3.63M | 1.25% | +300+0.9% | Added |
| Stokes Family Office, LLC | 34,625 | $3.65M | 0.49% | −15,108−30.4% | Reduced |
| Iowa State Bank | 34,651 | $3.65M | 0.88% | −472−1.3% | Reduced |
| Manchester Capital Management LLC | 34,830 | $3.67M | 0.49% | −429−1.2% | Reduced |
| Van Eck Associates Corp | 34,940 | $3.68M | 0.01% | −89−0.3% | Reduced |
| Birch Hill Investment Advisors LLC | 34,941 | $3.68M | 0.20% | +409+1.2% | Added |
| Boothbay Fund Management, LLC | 34,993 | $3.69M | 0.14% | +34,993 | New |
| Means Investment Co., Inc. | 35,321 | $3.72M | 0.54% | +160.0% | Added |
| Transcend Wealth Collective, LLC | 35,477 | $3.74M | 0.33% | +447+1.3% | Added |
| Ancora Advisors, LLC | 35,516 | $3.74M | 0.09% | −84−0.2% | Reduced |
| Kinneret Advisory, LLC | 35,536 | $3.75M | 0.41% | −227−0.6% | Reduced |
| Allworth Financial LP | 35,766 | $3.77M | 0.03% | +1,940+5.7% | Added |
| HighPoint Advisor Group LLC | 29,908 | $3.77M | 0.27% | +29,908 | New |
| Nwam LLC | 35,799 | $3.77M | 0.30% | +17,299+93.5% | Added |
| Delta Capital Management LLC | 35,915 | $3.79M | 2.64% | −70−0.2% | Reduced |
| SYSTM Wealth Solutions LLC | 35,958 | $3.79M | 0.53% | −5,889−14.1% | Reduced |
| Winton Group Ltd | 36,069 | $3.80M | 0.28% | −21,648−37.5% | Reduced |
| Harrington Investments, INC | 36,133 | $3.81M | 2.36% | +414+1.2% | Added |
| Trust Co of Vermont | 36,523 | $3.85M | 0.26% | −4,574−11.1% | Reduced |
| Vinva Investment Management Ltd | 36,541 | $3.88M | 0.27% | −1,210−3.2% | Reduced |
| Selway Asset Management | 37,230 | $3.93M | 1.65% | +430+1.2% | Added |
| Exeter Financial, LLC | 38,142 | $3.95M | 1.92% | +774+2.1% | Added |
| Alberta Investment Management Corp | 37,500 | $3.95M | 0.04% | −366,700−90.7% | Reduced |
| Avantax Advisory Services, Inc. | 37,519 | $3.96M | 0.04% | +523+1.4% | Added |
| Signaturefd, LLC | 37,524 | $3.96M | 0.09% | +896+2.4% | Added |
| Verition Fund Management LLC | 37,580 | $3.96M | 0.04% | +10,691+39.8% | Added |
| Wade G W & Inc | 37,584 | $3.96M | 0.13% | +5,164+15.9% | Added |
| Sycomore Asset Management | 37,446 | $3.97M | 0.85% | −47,774−56.1% | Reduced |
| Oppenheimer & Co Inc | 37,637 | $3.97M | 0.07% | +3,242+9.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 37,704 | $3.98M | 0.16% | −5,514−12.8% | Reduced |
| Central Trust Co | 37,968 | $4.00M | 0.11% | −424−1.1% | Reduced |
| Aquatic Capital Management LLC | 38,000 | $4.01M | 0.10% | +38,000 | New |
| Westport Asset Management Inc | 38,000 | $4.01M | 2.16% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 38,111 | $4.02M | 0.39% | +17,195+82.2% | Added |
| Quotient Wealth Partners, LLC | 38,169 | $4.02M | 0.16% | +38,169 | New |
| Quadrant Capital Group LLC | 38,181 | $4.03M | 0.35% | +448+1.2% | Added |
| First Financial Bank - Trust Division | 38,303 | $4.04M | 0.41% | −466−1.2% | Reduced |
| Investment Management Corp of Ontario | 38,344 | $4.04M | 0.10% | +38,344 | New |
| Tokio Marine Asset Management Co Ltd | 38,422 | $4.05M | 0.22% | +2,504+7.0% | Added |
| Paloma Partners Management Co | 38,487 | $4.06M | 0.67% | +38,487 | New |
| Capital Insight Partners, LLC | 38,488 | $4.06M | 0.83% | +598+1.6% | Added |