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 |
|---|---|---|---|---|---|
| Canandaigua National Bank & Trust Co | 70,463 | $7.43M | 1.15% | −901−1.3% | Reduced |
| Texas Yale Capital Corp. | 70,665 | $7.45M | 0.35% | +352+0.5% | Added |
| Pallas Capital Advisors LLC | 70,761 | $7.46M | 0.40% | +2,596+3.8% | Added |
| Credit Agricole S A | 71,175 | $7.50M | 0.16% | +26,195+58.2% | Added |
| Brighton Jones LLC | 72,398 | $7.63M | 0.32% | −123−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 72,566 | $7.65M | 0.10% | +2,815+4.0% | Added |
| Cohen Klingenstein LLC | 72,700 | $7.66M | 0.31% | 00.0% | Unchanged |
| Greenleaf Trust | 72,858 | $7.68M | 0.08% | +200.0% | Added |
| Guggenheim Capital LLC | 73,829 | $7.78M | 0.06% | +13,592+22.6% | Added |
| Siemens Fonds Invest GmbH | 74,101 | $7.81M | 0.64% | +2,426+3.4% | Added |
| Easterly Investment Partners LLC | 75,314 | $7.94M | 0.85% | +8,367+12.5% | Added |
| YHB Investment Advisors, Inc. | 76,272 | $8.04M | 0.78% | −7,373−8.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 70,184 | $8.05M | 3.33% | +1,264+1.8% | Added |
| Valeo Financial Advisors, LLC | 77,106 | $8.13M | 0.33% | +161+0.2% | Added |
| CTC LLC | 77,153 | $8.13M | 0.08% | −96,136−55.5% | Reduced |
| Everence Capital Management Inc | 77,282 | $8.15M | 0.58% | +16,000+26.1% | Added |
| Channing Capital Management, LLC | 77,800 | $8.20M | 0.24% | +27,580+54.9% | Added |
| Northwest Investment Counselors, LLC | 78,005 | $8.22M | 2.20% | −674−0.9% | Reduced |
| Sandy Spring Bank | 78,049 | $8.23M | 0.41% | +1,107+1.4% | Added |
| Balyasny Asset Management LLC | 78,300 | $8.26M | 0.02% | −788,359−91.0% | Reduced |
| Eagle Capital Management LLC | 78,494 | $8.28M | 0.04% | 00.0% | Unchanged |
| Andra AP-fonden | 78,670 | $8.29M | 0.44% | −9,500−10.8% | Reduced |
| Sander Capital Advisors Inc | 78,855 | $8.31M | 4.25% | +29,986+61.4% | Added |
| Eisler Capital (UK) Ltd. | 78,899 | $8.32M | 0.76% | −349,374−81.6% | Reduced |
| Neumann Capital Management, LLC | 79,099 | $8.34M | 3.31% | −670−0.8% | Reduced |
| Rothschild Investment LLC | 79,231 | $8.35M | 0.70% | +79,231 | New |
| Meeder Asset Management Inc | 79,362 | $8.37M | 0.65% | +76,042+2,290.4% | Added |
| Mission Wealth Management, LP | 79,413 | $8.37M | 0.28% | +7,121+9.9% | Added |
| Quadrant Private Wealth Management, LLC | 79,513 | $8.38M | 2.32% | +98+0.1% | Added |
| Bailard, Inc. | 79,636 | $8.40M | 0.25% | +52,106+189.3% | Added |
| Leuthold Group, LLC | 79,727 | $8.41M | 1.05% | −53−0.1% | Reduced |
| New Mexico Educational Retirement Board | 80,090 | $8.44M | 0.32% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 80,283 | $8.46M | 1.61% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 81,234 | $8.56M | 1.34% | −15,592−16.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 81,382 | $8.58M | 0.29% | +3,166+4.0% | Added |
| Culbertson A N & Co Inc | 81,558 | $8.60M | 1.60% | −2,196−2.6% | Reduced |
| Heritage Trust Co | 81,789 | $8.62M | 1.21% | −511−0.6% | Reduced |
| WealthBridge Investment Counsel Inc. | 81,985 | $8.64M | 3.46% | +600+0.7% | Added |
| South Dakota Investment Council | 82,017 | $8.65M | 0.18% | −2,500−3.0% | Reduced |
| Advisory Services Network, LLC | 82,510 | $8.70M | 0.21% | +3,881+4.9% | Added |
| Banco BTG Pactual S.A. | 81,891 | $8.70M | 1.97% | +81,891 | New |
| Shelter Mutual Insurance Co | 82,710 | $8.72M | 2.41% | 00.0% | Unchanged |
| Two Point Capital Management, Inc. | 83,913 | $8.85M | 4.04% | +8,301+11.0% | Added |
| Ritholtz Wealth Management | 83,951 | $8.85M | 0.34% | −3,486−4.0% | Reduced |
| Long Road Investment Counsel, LLC | 80,040 | $8.94M | 3.71% | +4,100+5.4% | Added |
| Matthew Goff Investment Advisor, LLC | 85,055 | $8.96M | 1.99% | −1,387−1.6% | Reduced |
| Kestra Private Wealth Services, LLC | 85,230 | $8.99M | 0.23% | +14,710+20.9% | Added |
| Stonebridge Capital Management Inc | 85,371 | $9.00M | 4.39% | −575−0.7% | Reduced |
| Camden National Bank | 86,332 | $9.10M | 1.69% | −1,810−2.1% | Reduced |
| Groupama Asset Managment | 86,909 | $9.17M | 0.24% | +86,909 | New |
| Bell Asset Management Ltd | 87,386 | $9.21M | 1.41% | +23,823+37.5% | Added |
| Flputnam Investment Management Co | 88,854 | $9.37M | 0.22% | +26,258+41.9% | Added |
| Aristotle Atlantic Partners, LLC | 88,993 | $9.38M | 0.33% | +46,051+107.2% | Added |
| GTS Securities LLC | 89,117 | $9.40M | 0.20% | +4,848+5.8% | Added |
| Chartwell Investment Partners, LLC | 89,286 | $9.41M | 0.33% | +16,081+22.0% | Added |
| Evergreen Capital Management LLC | 89,331 | $9.42M | 0.38% | −6,386−6.7% | Reduced |
| Metis Global Partners, LLC | 89,412 | $9.43M | 0.38% | +11,986+15.5% | Added |
| Daymark Wealth Partners, LLC | 89,626 | $9.45M | 0.58% | +2,608+3.0% | Added |
| Federation des caisses Desjardins du Quebec | 89,768 | $9.46M | 0.09% | +21,008+30.6% | Added |
| Cullinan Associates Inc | 89,784 | $9.47M | 0.53% | +9,429+11.7% | Added |
| First Trust Investment Solutions L.P. | 90,011 | $9.49M | 1.98% | +90,011 | New |
| Candriam Luxembourg S.C.A. | 90,051 | $9.49M | 0.07% | −1,936−2.1% | Reduced |
| 9258 Wealth Management, LLC | 90,285 | $9.52M | 1.67% | +560+0.6% | Added |
| Hantz Financial Services, Inc. | 90,693 | $9.56M | 0.21% | +20,770+29.7% | Added |
| United Services Automobile Association | 90,729 | $9.57M | 0.21% | −82,236−47.5% | Reduced |
| German American Bancorp, Inc. | 91,359 | $9.63M | 1.27% | +1,370+1.5% | Added |
| Stonegate Investment Group, LLC | 91,767 | $9.68M | 0.32% | −190−0.2% | Reduced |
| Toth Financial Advisory Corp | 92,315 | $9.73M | 1.32% | +1,174+1.3% | Added |
| Stratos Wealth Partners, LTD. | 92,625 | $9.77M | 0.18% | −3,770−3.9% | Reduced |
| Dakota Wealth Management | 92,919 | $9.80M | 0.38% | +33,274+55.8% | Added |
| Lincluden Management Ltd | 93,105 | $9.82M | 1.19% | −762−0.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 93,348 | $9.84M | 0.20% | +68,020+268.6% | Added |
| Congress Asset Management Co | 94,158 | $9.93M | 0.08% | −19,644−17.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 94,566 | $9.97M | 0.18% | +94,566 | New |
| Freestone Capital Holdings, LLC | 95,297 | $10.0M | 0.45% | −1,038−1.1% | Reduced |
| Davy Global Fund Management Ltd | 95,381 | $10.1M | 1.18% | +62,286+188.2% | Added |
| Haverford Financial Services, Inc. | 95,548 | $10.1M | 3.02% | +2,630+2.8% | Added |
| Alps Advisors Inc | 96,085 | $10.1M | 0.08% | −477−0.5% | Reduced |
| Pioneer Trust Bank N A | 96,090 | $10.1M | 3.02% | +3,645+3.9% | Added |
| Louisiana State Employees Retirement System | 96,100 | $10.1M | 0.21% | −1,400−1.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 96,196 | $10.1M | 0.04% | +19,352+25.2% | Added |
| GHP Investment Advisors, Inc. | 97,543 | $10.3M | 0.56% | +1,032+1.1% | Added |
| Argent Trust Co | 97,792 | $10.3M | 0.51% | +1,133+1.2% | Added |
| North Star Investment Management Corp. | 97,869 | $10.3M | 0.79% | −1,722−1.7% | Reduced |
| D.A. Davidson & Co. | 97,951 | $10.3M | 0.10% | +921+0.9% | Added |
| Kovitz Investment Group Partners, LLC | 98,090 | $10.3M | 0.17% | −3,481−3.4% | Reduced |
| Invesco, LLC | 98,249 | $10.4M | 4.81% | −229−0.2% | Reduced |
| Lido Advisors, LLC | 98,435 | $10.4M | 0.10% | +10,880+12.4% | Added |
| Snowden Capital Advisors LLC | 99,121 | $10.5M | 0.40% | +21,362+27.5% | Added |
| Grassi Investment Management | 100,145 | $10.6M | 1.11% | +550+0.6% | Added |
| Walleye Trading LLC | 100,150 | $10.6M | 0.16% | −55,252−35.6% | Reduced |
| Boston Common Asset Management, LLC | 100,211 | $10.6M | 0.24% | −39,420−28.2% | Reduced |
| Securian Asset Management, Inc | 100,625 | $10.6M | 0.30% | −12,347−10.9% | Reduced |
| Parus Finance (UK) Ltd | 100,654 | $10.6M | 5.52% | +21,602+27.3% | Added |
| Colonial Trust Advisors | 100,809 | $10.6M | 1.13% | −1,622−1.6% | Reduced |
| Congress Wealth Management LLC | 101,381 | $10.7M | 0.20% | −9,824−8.8% | Reduced |
| Gotham Asset Management, LLC | 101,565 | $10.7M | 0.20% | −35,984−26.2% | Reduced |
| Wolverine Trading, LLC | 102,128 | $10.8M | 0.08% | +99,428+3,682.5% | Added |
| Modera Wealth Management, LLC | 102,469 | $10.8M | 0.18% | −1,963−1.9% | Reduced |
| Bokf, NA | 102,830 | $10.8M | 0.21% | +649+0.6% | Added |