Oracle Corp
ORCL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001341439
In the last 90 days, Oracle Corp insiders filed 0 open-market purchases and 3 sales; 3,536 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 | 3,536 | $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 | 2,820 | $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 |
|---|---|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 433 | $45.7K | 0.02% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 438 | $46.2K | 0.00% | +438 | New |
| Abich Financial Wealth Management LLC | 449 | $47.3K | 0.05% | +449 | New |
| Bellevue Group AG | 454 | $47.9K | 0.00% | +454 | New |
| Garner Asset Management Corp | 419 | $48.8K | 0.02% | +419 | New |
| FSC Wealth Advisors, LLC | 477 | $50.3K | 0.04% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 480 | $50.6K | 0.18% | +480 | New |
| Castleview Partners, LLC | 486 | $51.2K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $52.7K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 500 | $52.7K | 0.04% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 500 | $52.7K | 0.05% | +500 | New |
| Broadwater Capital Management LLC | 514 | $54.2K | 0.04% | +514 | New |
| Hillsdale Investment Management Inc. | 537 | $56.6K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 537 | $56.6K | 0.05% | +537 | New |
| Vima LLC | 540 | $59.9K | 0.14% | +540 | New |
| Cherry Tree Wealth Management, LLC | 573 | $60.4K | 0.02% | +205+55.7% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 582 | $61.3K | 0.05% | +582 | New |
| First Community Trust NA | 583 | $61.5K | 0.07% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 610 | $64.3K | 0.01% | +14+2.3% | Added |
| Scarborough Advisors, LLC | 618 | $65.2K | 0.01% | +618 | New |
| DecisionPoint Financial, LLC | 625 | $65.9K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 641 | $67.6K | 0.05% | +641 | New |
| Pension & Wealth Management Advisors, Inc. | 650 | $68.5K | 0.04% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 693 | $73.0K | 0.06% | +1+0.1% | Added |
| Mascoma Wealth Management LLC | 701 | $73.9K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 706 | $74.4K | 0.04% | +34+5.1% | Added |
| Boyd Watterson Asset Management LLC | 719 | $75.8K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 738 | $77.8K | 0.07% | +738 | New |
| Rise Advisors, LLC | 738 | $77.8K | 0.05% | −8−1.1% | Reduced |
| Core Wealth Advisors, Inc. | 750 | $79.1K | 0.03% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 766 | $80.8K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 767 | $80.9K | 0.01% | +767 | New |
| Bay Harbor Wealth Management, LLC | 769 | $81.1K | 0.03% | +16+2.1% | Added |
| Hanson & Doremus Investment Management | 784 | $83.0K | 0.02% | +86+12.3% | Added |
| Private Wealth Management Group, LLC | 789 | $83.2K | 0.04% | +789 | New |
| Stuart Chaussee & Associates, Inc. | 800 | $84.3K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 800 | $84.3K | 0.06% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 808 | $85.2K | 0.04% | +808 | New |
| Dividend Assets Capital, LLC | 817 | $86.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 826 | $87.1K | 0.06% | −37−4.3% | Reduced |
| Abound Wealth Management | 828 | $87.3K | 0.04% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 837 | $88.2K | 0.07% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 867 | $91.4K | 0.15% | +867 | New |
| Cape Investment Advisory, Inc. | 867 | $91.4K | 0.04% | +479+123.5% | Added |
| Gables Capital Management Inc. | 872 | $91.9K | 0.06% | −12−1.4% | Reduced |
| GW&K Investment Management, LLC | 869 | $92.0K | 0.00% | +9+1.0% | Added |
| Elgethun Capital Management | 875 | $92.3K | 0.03% | +2+0.2% | Added |
| Carolinas Wealth Consulting LLC | 14,699 | $93.4K | 0.02% | 00.0% | Unchanged |
| Naples Money Management LLC | 891 | $93.9K | 0.09% | +891 | New |
| DiNuzzo Private Wealth, Inc. | 930 | $98.0K | 0.01% | +930 | New |
| Gould Capital, LLC | 932 | $98.3K | 0.07% | 00.0% | Unchanged |
| City State Bank | 950 | $100.0K | 0.05% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 937 | $100.0K | 0.00% | +58+6.6% | Added |
| Frazier Financial Advisors, LLC | 970 | $102.3K | 0.09% | +970 | New |
| Natixis Investment Managers International | 979 | $103.2K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 983 | $103.6K | 0.01% | −806−45.1% | Reduced |
| Covestor Ltd | 982 | $104.0K | 0.07% | +148+17.7% | Added |
| New England Capital Financial Advisors LLC | 991 | $104.5K | 0.06% | +3+0.3% | Added |
| Voisard Asset Management Group, Inc. | 994 | $104.8K | 0.06% | +994 | New |
| Hall Laurie J Trustee | 1,000 | $105.0K | 0.04% | −275−21.6% | Reduced |
| General Partner, Inc. | 1,000 | $105.4K | 0.09% | −471−32.0% | Reduced |
| Essex Investment Management Co LLC | 1,000 | $105.4K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,036 | $109.2K | 0.02% | −36−3.4% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 1,040 | $109.6K | 0.11% | +1,040 | New |
| HHM Wealth Advisors, LLC | 1,040 | $109.6K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,055 | $111.2K | 0.03% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,061 | $111.9K | 0.06% | +1,061 | New |
| Front Row Advisors LLC | 1,100 | $116.0K | 0.05% | −1,178−51.7% | Reduced |
| EntryPoint Capital, LLC | 1,108 | $116.8K | 0.11% | +1,108 | New |
| Trifecta Capital Advisors, LLC | 1,125 | $118.6K | 0.03% | +262+30.4% | Added |
| Halpern Financial, Inc. | 1,193 | $122.2K | 0.04% | +193+19.3% | Added |
| Ruedi Wealth Management, Inc. | 1,165 | $122.9K | 0.06% | −330−22.1% | Reduced |
| Annapolis Financial Services, LLC | 1,178 | $124.2K | 0.03% | +1,038+741.4% | Added |
| Pin Oak Investment Advisors Inc | 1,191 | $126.0K | 0.13% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,225 | $129.2K | 0.05% | −818−40.0% | Reduced |
| Kozak & Associates, Inc. | 1,220 | $130.0K | 0.04% | +5+0.4% | Added |
| Country Trust Bank | 1,244 | $131.2K | 0.00% | +17+1.4% | Added |
| AJOVista, LLC | 1,250 | $131.8K | 0.17% | +1,250 | New |
| Solstein Capital, LLC | 1,256 | $132.4K | 0.10% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,171 | $133.7K | 0.01% | +645+122.6% | Added |
| Sanctuary Wealth Management, L.L.C. | 1,272 | $134.1K | 0.13% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,293 | $136.3K | 0.13% | −610−32.1% | Reduced |
| Wellington Shields Capital Management, LLC | 1,295 | $136.5K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,310 | $138.1K | 0.04% | +1,310 | New |
| Wetzel Investment Advisors, Inc. | 1,315 | $139.0K | 0.09% | +1,315 | New |
| Brown Shipley& Co Ltd | 1,353 | $142.6K | 0.07% | −58−4.1% | Reduced |
| JJJ Advisors Inc. | 1,367 | $144.1K | 0.03% | −177−11.5% | Reduced |
| Spartan Planning & Wealth Management | 1,412 | $148.9K | 0.16% | +1,158+455.9% | Added |
| Piscataqua Savings Bank | 1,424 | $150.1K | 0.14% | −50−3.4% | Reduced |
| Acropolis Investment Management, LLC | 1,455 | $153.4K | 0.01% | −1−0.1% | Reduced |
| Creekmur Asset Management LLC | 1,463 | $154.2K | 0.05% | +1,463 | New |
| Pacific Center for Financial Services | 1,510 | $159.2K | 0.05% | −59−3.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,517 | $159.9K | 0.07% | +1,517 | New |
| Newton One Investments LLC | 1,519 | $160.2K | 0.07% | +6+0.4% | Added |
| Center for Financial Planning, Inc. | 1,530 | $161.3K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 1,552 | $163.6K | 0.07% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,555 | $163.9K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,565 | $165.0K | 0.12% | −125−7.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,576 | $166.1K | 0.04% | +1+0.1% | Added |
| Pingora Partners LLC | 1,600 | $168.7K | 0.15% | +1,600 | New |