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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 102,874 | $10.8M | 1.87% | +1,068+1.0% | Added |
| CSM Advisors, LLC | 102,914 | $10.8M | 0.78% | −2,105−2.0% | Reduced |
| Cumberland Partners Ltd | 102,992 | $10.9M | 1.00% | −38,290−27.1% | Reduced |
| Thrivent Financial for Lutherans | 103,571 | $10.9M | 0.02% | −13,434−11.5% | Reduced |
| Dana Investment Advisors, Inc. | 104,176 | $11.0M | 0.53% | −15,157−12.7% | Reduced |
| Richard C. Young & CO., LTD. | 104,480 | $11.0M | 1.48% | +4,816+4.8% | Added |
| Worldquant Millennium Advisors LLC | 104,888 | $11.1M | 0.15% | +12,905+14.0% | Added |
| Umb Bank N A | 105,032 | $11.1M | 0.16% | −1,600−1.5% | Reduced |
| Calamos Wealth Management LLC | 105,050 | $11.1M | 0.70% | +94+0.1% | Added |
| Mesirow Financial Investment Management, Inc. | 106,266 | $11.2M | 0.41% | +106,266 | New |
| First Fiduciary Investment Counsel, Inc. | 106,353 | $11.2M | 2.48% | −3,964−3.6% | Reduced |
| Hendershot Investments Inc. | 106,448 | $11.2M | 1.73% | −68,489−39.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 106,566 | $11.2M | 0.16% | +310+0.3% | Added |
| Hartford Investment Management Co | 107,043 | $11.3M | 0.42% | −940−0.9% | Reduced |
| Foundry Partners, LLC | 107,089 | $11.3M | 0.68% | −11,715−9.9% | Reduced |
| Cornerstone Advisors, LLC | 108,500 | $11.4M | 0.50% | −11,000−9.2% | Reduced |
| SP Asset Management LLC | 108,943 | $11.5M | 1.18% | −680−0.6% | Reduced |
| Carret Asset Management, LLC | 108,945 | $11.5M | 1.46% | +10.0% | Added |
| Prime Capital Investment Advisors, LLC | 109,270 | $11.5M | 0.17% | +52,313+91.8% | Added |
| ProVise Management Group, LLC | 109,645 | $11.6M | 0.98% | +1,926+1.8% | Added |
| Marco Investment Management LLC | 111,745 | $11.8M | 1.21% | +15,188+15.7% | Added |
| Parsons Capital Management Inc | 112,223 | $11.8M | 0.84% | +7,666+7.3% | Added |
| Punch & Associates Investment Management, Inc. | 112,280 | $11.8M | 0.69% | +548+0.5% | Added |
| First American Trust, FSB | 112,903 | $11.9M | 1.47% | +4,822+4.5% | Added |
| Private Advisor Group, LLC | 113,897 | $12.0M | 0.09% | +10,370+10.0% | Added |
| Prudential PLC | 113,953 | $12.0M | 0.13% | +13,724+13.7% | Added |
| Ledyard National Bank | 114,146 | $12.0M | 1.24% | −359−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 114,379 | $12.1M | 1.15% | +1,622+1.4% | Added |
| First Western Trust Bank | 114,544 | $12.1M | 0.60% | +202+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 114,710 | $12.1M | 0.10% | +61,932+117.3% | Added |
| Pzena Investment Management LLC | 115,138 | $12.1M | 0.05% | −547,480−82.6% | Reduced |
| Commerzbank Aktiengesellschaft | 116,209 | $12.3M | 0.49% | +13,842+13.5% | Added |
| Ieq Capital, LLC | 116,859 | $12.3M | 0.20% | +20,624+21.4% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 63,963 | $12.5M | 0.17% | +63,963 | New |
| Van Hulzen Asset Management, LLC | 118,478 | $12.5M | 0.88% | +41,087+53.1% | Added |
| Woodstock Corp | 119,100 | $12.6M | 1.45% | −1,650−1.4% | Reduced |
| Burney Co | 119,599 | $12.6M | 0.53% | −1,054−0.9% | Reduced |
| Raub Brock Capital Management LP | 119,909 | $12.6M | 2.65% | +119,909 | New |
| Bizma Investimentos Ltda | 120,000 | $12.7M | 8.06% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 120,115 | $12.7M | 0.26% | +2,996+2.6% | Added |
| Achmea Investment Management B.V. | 120,311 | $12.7M | 0.26% | −1,057−0.9% | Reduced |
| Varma Mutual Pension Insurance Co | 120,704 | $12.7M | 0.14% | +28,704+31.2% | Added |
| Fayez Sarofim & Co | 109,814 | $12.8M | 0.04% | +1,325+1.2% | Added |
| Welch & Forbes LLC | 121,557 | $12.8M | 0.19% | −4,422−3.5% | Reduced |
| Citizens Financial Group Inc | 121,803 | $12.8M | 0.44% | +3,976+3.4% | Added |
| Connors Investor Services Inc | 122,345 | $12.9M | 1.45% | +9,251+8.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 122,405 | $12.9M | 1.16% | −3,411−2.7% | Reduced |
| Cutler Group LP | 123,010 | $13.0M | 1.80% | +59,397+93.4% | Added |
| Ethic Inc. | 124,279 | $13.1M | 0.39% | +6,948+5.9% | Added |
| Sawgrass Asset Management LLC | 124,626 | $13.1M | 1.48% | −4,153−3.2% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 124,776 | $13.2M | 6.70% | −1,674−1.3% | Reduced |
| Peak Asset Management, LLC | 125,299 | $13.2M | 2.91% | −2,298−1.8% | Reduced |
| Fort Pitt Capital Group, LLC | 125,695 | $13.3M | 0.43% | +6,599+5.5% | Added |
| Tredje AP-fonden | 125,968 | $13.3M | 0.17% | −17,490−12.2% | Reduced |
| Factory Mutual Insurance Co | 126,690 | $13.4M | 0.17% | −45,000−26.2% | Reduced |
| Kentucky Retirement Systems | 127,124 | $13.4M | 0.42% | +920+0.7% | Added |
| FineMark National Bank & Trust | 127,147 | $13.4M | 0.55% | +10,192+8.7% | Added |
| Foster & Motley Inc | 129,793 | $13.7M | 1.02% | −6,208−4.6% | Reduced |
| Vestor Capital, LLC | 130,275 | $13.7M | 1.31% | +31,368+31.7% | Added |
| AlTi Global, Inc. | 130,865 | $13.8M | 0.42% | +130,865 | New |
| QRG Capital Management, Inc. | 132,021 | $13.9M | 0.21% | +2,029+1.6% | Added |
| LMCG Investments, LLC | 132,054 | $13.9M | 0.86% | +1,691+1.3% | Added |
| Stanley Capital Management, LLC | 134,800 | $14.2M | 3.50% | +18,000+15.4% | Added |
| St Germain D J Co Inc | 135,394 | $14.3M | 0.74% | +2,158+1.6% | Added |
| Brinker Capital Investments, LLC | 137,531 | $14.4M | 0.17% | −1,086−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 137,531 | $14.4M | 0.17% | −1,086−0.8% | Reduced |
| Stonebridge Capital Advisors LLC | 136,933 | $14.4M | 1.45% | +2,785+2.1% | Added |
| Boston Private Wealth LLC | 137,013 | $14.4M | 0.35% | −28,472−17.2% | Reduced |
| Cetera Investment Advisers | 137,987 | $14.5M | 0.12% | +25,807+23.0% | Added |
| Winslow Asset Management Inc | 138,241 | $14.6M | 2.96% | −74−0.1% | Reduced |
| Gulf International Bank (UK) Ltd | 138,271 | $14.6M | 0.41% | −10,273−6.9% | Reduced |
| Synovus Financial Corp | 138,536 | $14.6M | 0.21% | +2,917+2.2% | Added |
| TownSquare Capital, LLC | 139,134 | $14.7M | 0.25% | −48,607−25.9% | Reduced |
| South State Corp. | 140,037 | $14.8M | 1.26% | +7,864+5.9% | Added |
| Northwestern Mutual Wealth Management Co | 140,770 | $14.8M | 0.02% | +18,434+15.1% | Added |
| HB Wealth Management, LLC | 141,119 | $14.9M | 0.21% | +797+0.6% | Added |
| LGT Group Foundation | 140,187 | $14.9M | 0.33% | +54,288+63.2% | Added |
| Lighthouse Investment Partners, LLC | 141,858 | $15.0M | 1.09% | +15,541+12.3% | Added |
| MAI Capital Management | 141,944 | $15.0M | 0.20% | −1,200−0.8% | Reduced |
| Tocqueville Asset Management L.P. | 142,093 | $15.0M | 0.27% | −1,210−0.8% | Reduced |
| Baker Avenue Asset Management, LP | 142,728 | $15.0M | 0.66% | +27,626+24.0% | Added |
| Sequoia Financial Advisors, LLC | 142,874 | $15.1M | 0.19% | +98,744+223.8% | Added |
| Elo Mutual Pension Insurance Co | 143,498 | $15.1M | 0.41% | +7,194+5.3% | Added |
| Prana Capital Management, LP | 144,693 | $15.3M | 0.90% | +133,917+1,242.7% | Added |
| Banco Santander, S.A. | 144,735 | $15.3M | 0.18% | −17,247−10.6% | Reduced |
| Whittier Trust Co | 145,056 | $15.3M | 0.25% | −2,025−1.4% | Reduced |
| Payden & Rygel | 146,290 | $15.4M | 1.12% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 147,895 | $15.6M | 5.00% | +4,055+2.8% | Added |
| Carmignac Gestion | 149,150 | $15.7M | 0.26% | −131,564−46.9% | Reduced |
| Daiwa Securities Group Inc. | 149,630 | $15.8M | 0.10% | −2,943−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 150,309 | $15.8M | 0.21% | +24,593+19.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 150,518 | $15.9M | 0.49% | −1,805−1.2% | Reduced |
| Wesleyan Assurance Society | 150,569 | $15.9M | 1.57% | 00.0% | Unchanged |
| Simplex Trading, LLC | 151,474 | $16.0M | 0.50% | −151,917−50.1% | Reduced |
| Jensen Investment Management Inc | 152,060 | $16.0M | 0.12% | −5,200−3.3% | Reduced |
| Fiduciary Trust Co | 152,132 | $16.0M | 0.27% | −1,011−0.7% | Reduced |
| Shelton Capital Management | 152,413 | $16.1M | 0.51% | +67,966+80.5% | Added |
| Assenagon Asset Management S.A. | 152,567 | $16.1M | 0.05% | −536,677−77.9% | Reduced |
| Kestra Advisory Services, LLC | 153,530 | $16.2M | 0.13% | +24,964+19.4% | Added |
| Johnson Investment Counsel Inc | 154,404 | $16.3M | 0.19% | +96+0.1% | Added |